LongTSMOct 2026
Taiwan Semiconductor Manufacturing Company Limited
Baron views TSMC as the world's leading semiconductor foundry with a near monopoly in manufacturing the most advanced chips. Robust AI demand is supporting demand for advanced…
BAMCO, Inc.
Long-term growth equity focused on secular growth businesses with durable competitive advantages and strong management teams.$41B AUM3 published ideas
BAMCO, Inc. is the registered investment adviser operating under the Baron Capital brand. Baron Capital focuses on long-term growth equity investing in businesses with secular growth opportunities, durable competitive advantages and strong management teams.
Ideas from BAMCO, Inc.
LongTXNOct 2026
Texas Instruments Incorporated
Baron sees Texas Instruments as the leading analog and embedded semiconductor company despite the current cyclical downturn. The company is seeing early signs of improvement in…
LongAVGOOct 2026
Broadcom Inc.
Baron believes Broadcom's semiconductor portfolio is reaching an inflection point as AI drives demand for networking and custom compute. The company is the market leader in…
Letters covered
- Three High Potential Companies in the Semiconductor IndustryOctober 1, 2026
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