Long000660.KSJun 2026
SK hynix Inc.
SK hynix is the current leader in high-bandwidth memory used alongside AI processors. Customers have pre-booked more than three years of HBM supply, exceeding current production…
BAMCO, Inc. - Baron Emerging Markets Fund
Fundamental, theme-driven and bottom-up emerging markets growth investing focused on innovative, high-quality companies.$4B AUM20 published ideas
Baron Emerging Markets Fund is advised by BAMCO, Inc. and managed by Michael Kass. The fund uses a fundamental, theme-driven and bottom-up quality-growth approach across emerging markets, emphasizing innovative companies with durable growth opportunities.
Ideas from BAMCO, Inc. - Baron Emerging Markets Fund
Long2330.TWJun 2026
Taiwan Semiconductor Manufacturing Company Limited
TSMC sits at the center of the AI supply chain as the world's largest contract chipmaker and leading advanced logic manufacturer. AI demand is consuming leading-edge capacity and…
Long005930.KSJun 2026
Samsung Electronics Co., Ltd.
Samsung has improved its strategic position in high-bandwidth memory. The company became the first to ship next-generation HBM4 at volume for an upcoming leading AI accelerator…
Long9988.HKJun 2026
Alibaba Group Holding Limited
Alibaba is absorbing a near-term earnings reset as it increases AI infrastructure investment and builds its Qwen ecosystem. Baron believes accelerating cloud growth and…
Long095340.KQJun 2026
ISC Co., Ltd.
ISC is the dominant global supplier of elastomer semiconductor test sockets, which are gaining share as semiconductor complexity increases. The stock weakened despite earnings…
Long1211.HKJun 2026
BYD Company Limited
BYD is navigating intense domestic EV competition and weak Chinese consumer demand while its international business expands rapidly. Overseas deliveries increased more than 80%…
LongDIVISLAB.NSJun 2026
Divi's Laboratories Limited
Divi's is a leading global manufacturer of active pharmaceutical ingredients and intermediates with strong process chemistry and manufacturing capabilities. Baron sees it as a…
LongACUTAAS.NSJun 2026
Acutaas Chemicals Limited
Acutaas is an Indian manufacturer of advanced pharmaceutical intermediates and specialty chemicals with high market share in several critical products. Its R&D pipeline…
Long8313.SRJun 2026
Rasan Information Technology Company
Rasan is the leading digital insurance and financial-services marketplace in Saudi Arabia. Baron believes deep integrations, a data-rich ecosystem and scale advantages create a…
LongOTPJun 2026
OTP Bank Nyrt
OTP is Hungary's leading banking franchise with strong retail and commercial positions, a conservative balance sheet and disciplined capital allocation. Baron believes Hungary's…
Long005930.KSJun 2026
Samsung Electronics Co., Ltd.
Samsung has improved its strategic position in high-bandwidth memory. The company became the first to ship next-generation HBM4 at volume for an upcoming leading AI accelerator…
Long9988.HKJun 2026
Alibaba Group Holding Limited
Alibaba is absorbing a near-term earnings reset as it increases AI infrastructure investment and builds its Qwen ecosystem. Baron believes accelerating cloud growth and…
Long095340.KQJun 2026
ISC Co., Ltd.
ISC is the dominant global supplier of elastomer semiconductor test sockets, which are gaining share as semiconductor complexity increases. The stock weakened despite earnings…
Long1211.HKJun 2026
BYD Company Limited
BYD is navigating intense domestic EV competition and weak Chinese consumer demand while its international business expands rapidly. Overseas deliveries increased more than 80%…
LongACUTAAS.NSJun 2026
Acutaas Chemicals Limited
Acutaas is an Indian manufacturer of advanced pharmaceutical intermediates and specialty chemicals with high market share in several critical products. Its R&D pipeline…
Long8313.SRJun 2026
Rasan Information Technology Company
Rasan is the leading digital insurance and financial-services marketplace in Saudi Arabia. Baron believes deep integrations, a data-rich ecosystem and scale advantages create a…
Long000660.KSJun 2026
SK hynix Inc.
SK hynix is the current leader in high-bandwidth memory used alongside AI processors. Customers have pre-booked more than three years of HBM supply, exceeding current production…
Long2330.TWJun 2026
Taiwan Semiconductor Manufacturing Company Limited
TSMC sits at the center of the AI supply chain as the world's largest contract chipmaker and leading advanced logic manufacturer. AI demand is consuming leading-edge capacity and…
LongDIVISLAB.NSJun 2026
Divi's Laboratories Limited
Divi's is a leading global manufacturer of active pharmaceutical ingredients and intermediates with strong process chemistry and manufacturing capabilities. Baron sees it as a…
LongOTPJun 2026
OTP Bank Nyrt
OTP is Hungary's leading banking franchise with strong retail and commercial positions, a conservative balance sheet and disciplined capital allocation. Baron believes Hungary's…
Letters covered
- Baron Emerging Markets Fund Quarterly LetterJune 30, 2026
- Baron Emerging Markets Fund Quarterly LetterJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.