10/29/2024, 01:25 PM UTC
巴龙第五大道增长基金2024年第三季度股东信Baron Fifth Avenue Growth Fund Q3 2024 Shareholder Letter
1. 巴龙第五大道增长基金在2024年第三季度实现了3.6%的收益，超过了其基准指数—— Russell 1000增长指数。2. 主要贡献者包括Shopify、Meta和MercadoLibre。3. 主要拖累者是CrowdStrike、Mobileye和ASML。4. 新增持股包括台积电、KKR和Samsara。5. 该基金专注于具有持久竞争优势和卓越管理团队的优质企业。1. The Baron Fifth Avenue Growth Fund outperformed its benchmark, the Russell 1000 Growth Index, with a 3.6% gain in Q3 2024. 2. Top contributors included Shopify, Meta, and MercadoLibre. 3. Top detractors were CrowdStrike, Mobileye, and ASML. 4. New holdings included Taiwan Semiconductor, KKR, and Samsara. 5. The fund focuses on high-quality businesses with durable competitive advantages and exceptional management teams.
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