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Baron Opportunity Fund’s Q4 Letter Details Portfolio Shift: Adds Axon, Sells Trade Desk and Duolingo

The letter links the fund’s 2025 outperformance to secular growth investing alongside supportive economic conditions.

Stellantis Sells 49% NextStar Stake to LG for $100, Ceding Windsor Battery Plant

Subaru Delays Full-Scale EV Investment, Puts Most of $9.7 Billion Plan Under Review