About BTEEX
Baron Technology Fund is an actively managed mutual fund that focuses on investing in companies driving the advancement and application of technology. Its primary objective is capital appreciation, achieved by selecting stocks of firms across all market capitalizations that portfolio managers believe possess durable growth potential stemming from technological innovation and adoption. While the fund principally invests in U.S. companies, it can allocate up to 35% of its assets to non-U.S. firms, enabling global exposure to emerging and established technology leaders.
The fund maintains a concentrated, high conviction portfolio, with a significant percentage of assets invested in its top holdings—often leading names in sectors such as semiconductors, cloud computing, e-commerce, software, and digital communications. Notable positions have included industry giants like NVIDIA, Amazon, Microsoft, and Apple, as well as dynamic players in fintech, cybersecurity, and digital media. By seeking out companies at the forefront of technological change, Baron Technology Fund plays a significant role in connecting investors to secular growth trends that shape the modern economy, making it a prominent choice within the technology-focused mutual fund segment.
Fund Family Baron Capital Group, Inc.
Category Technology
Stock Exchange NASDAQ
Ticker Symbol BTEEX
Share Class Retail Shares
BTEEX had a total return of 28.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.74%.
