BCSM Baron ETF Trust - Baron SMID Cap ETF
BCSM invests in US small- and mid-cap companies with significant growth potential, sustainable competitive advantages, strong management teams, and attractive valuations. The fund invests in both developing and more established scalable businesses. The fund actively manages risk through diversification, industry exposure limits, position sizing, and balancing different types of growth opportunities. Holdings include depositary receipts. The fund may retain investments that grow beyond their original market-cap range.
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| BCSM | +1.9% | -4.9% | +2.9% | +2.4% | +0.8% | +0.5% |
| Equity average (4725 funds) | -2.2% | -4.7% | +3008.3% | +1886.0% | +15.1% | +2.6% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: +$4.8M net.
| Holding | Weight | Insiders bought | Insiders sold |
|---|---|---|---|
| MAIR MADISON AIR SOLUTIONS CORP A | 1.62% | $219.6M | $0 |
| ROL ROLLINS INC | 1.33% | $99.9M | $0 |
| MP MP MATERIALS CORP | 1.10% | $3.4M | $0 |
| COHR COHERENT CORP | 1.66% | $1.2M | $8.2M |
| KRMN KARMAN HOLDINGS INC | 2.68% | $1.0M | $0 |
| ELAN ELANCO ANIMAL HEALTH INC | 1.81% | $1.0M | $100K |
| LSCC LATTICE SEMICONDUCTOR CORP | 1.88% | $1.0M | $3.1M |
| MSCI MSCI INC | 2.38% | $1.0M | $1.7M |
| CAVA CAVA GROUP INC | 1.13% | $482K | $0 |
Holdings · as of Nov 13, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | BCSM CASH AND FOREIGN CURRENCY | 4.27% |
| 2 | IOT SAMSARA INC CL A | 3.61% |
| 3 | RBRK RUBRIK INC A | 3.42% |
| 4 | AXON AXON ENTERPRISE INC | 3.10% |
| 5 | LOAR LOAR HOLDINGS INC | 3.02% |
| 6 | DDOG DATADOG INC CLASS A | 2.94% |
| 7 | TEM TEMPUS AI INC CL A | 2.68% |
| 8 | KRMN KARMAN HOLDINGS INC | 2.68% |
| 9 | FWONA LIBERTY MEDIA CORP CLASS A | 2.67% |
| 10 | DT DYNATRACE INC | 2.60% |
| 11 | GWRE GUIDEWIRE SOFTWARE INC | 2.50% |
| 12 | EW EDWARDS LIFESCIENCES CORP | 2.44% |
| 13 | HLT HILTON WORLDWIDE HOLDINGS IN | 2.42% |
| 14 | RGEN REPLIGEN CORP | 2.40% |
| 15 | MSCI MSCI INC | 2.38% |
| 16 | ARGX ARGENX SE ADR | 2.32% |
| 17 | 639.DE SPOTIFY TECHNOLOGY SA | 2.32% |
| 18 | LLYVK LIBERTY LIVE HOLDINGS C | 2.30% |
| 19 | WCN.TO WASTE CONNECTIONS INC | 2.16% |
| 20 | WMS ADVANCED DRAINAGE SYSTEMS IN | 1.99% |
| 21 | NPO ENPRO INC | 1.95% |
| 22 | WAY WAYSTAR HOLDING CORP | 1.94% |
| 23 | ARXS ARXIS INC A | 1.91% |
| 24 | LSCC LATTICE SEMICONDUCTOR CORP | 1.88% |
| 25 | VIK VIKING HOLDINGS LTD | 1.86% |
| 26 | LPLA LPL FINANCIAL HOLDINGS INC | 1.83% |
| 27 | ELAN ELANCO ANIMAL HEALTH INC | 1.81% |
| 28 | MRCY MERCURY SYSTEMS INC | 1.80% |
| 29 | MSGR MSG RANGERS CORP | 1.74% |
| 30 | TW TRADEWEB MARKETS INC CLASS A | 1.69% |
| 31 | COHR COHERENT CORP | 1.66% |
| 32 | 2FE.DE FERRARI NV | 1.63% |
| 33 | MAIR MADISON AIR SOLUTIONS CORP A | 1.62% |
| 34 | VMC VULCAN MATERIALS CO | 1.61% |
| 35 | TXRH TEXAS ROADHOUSE INC | 1.57% |
| 36 | JMKE JERSEY MIKE S SUBS INC CL A | 1.57% |
| 37 | AME AMETEK INC | 1.56% |
| 38 | TEVA.TA TEVA PHARMACEUTICAL IND LTD | 1.50% |
| 39 | POOL POOL CORP | 1.49% |
| 40 | BWXT BWX TECHNOLOGIES INC | 1.33% |
| 41 | NVMI.TA NOVA LTD | 1.33% |
| 42 | ROL ROLLINS INC | 1.33% |
| 43 | MPWR MONOLITHIC POWER SYSTEMS INC | 1.26% |
| 44 | HROW HARROW INC | 1.17% |
| 45 | VRT VERTIV HOLDINGS CO A | 1.17% |
| 46 | CAVA CAVA GROUP INC | 1.13% |
| 47 | MP MP MATERIALS CORP | 1.10% |
| 48 | NTSK NETSKOPE INC CL A | 1.07% |
| 49 | HLNE HAMILTON LANE INC CLASS A | 1.01% |
| 50 | ILMN ILLUMINA INC | 0.69% |
| 51 | CBRS CEREBRAS SYSTEMS INC A | 0.29% |
| 52 | XE X ENERGY INC | 0.28% |
Sector breakdown
Country breakdown
Distributions
No distributions on file.
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in BCSM in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error