Baron Partners Fund-RTLBPTRX

13F holders, Q4 2024 (December 31)
1holders
0new positions
0sold out
$214.00avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding Baron Partners Fund-RTL (BPTRX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Redwood Wealth Management Group, LLC ($4.2M).

Company
Baron Partners Fund-RTL
CUSIP
06828M108
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 9,670 shares bought, net +9,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Redwood Wealth Management Group, LLC 2.05% Add +96.6% 19,684 $4.2M

"% of holder's portfolio" is BPTRX's weight in each manager's 13F, not the share of Baron Partners Fund-RTL the manager owns.