Baron Funds’ “Baron Fifth Avenue Growth Fund” gained 5.7% in Q3 2025, compared to the Russell 1000 Growth Index’s 10.5% and the S&P 500 Index’s 8.1% return. The fund is up 14.4% YTD. The top 5 holdings are available for review.

Microsoft Corporation (NASDAQ:MSFT) is highlighted in the fund’s Q3 2025 investor letter. With a one-month return of -3.38% and a 12.02% gain over 52 weeks, the stock closed at $490 per share on December 02, 2025, with a market cap of $3.642 trillion.

Baron Fifth Avenue Growth Fund discussed Microsoft Corporation (NASDAQ:MSFT) in its investor letter, emphasizing the significant opportunity in AI for productivity enhancements and revenue growth.

Microsoft Corporation (NASDAQ:MSFT) is the second most popular stock among hedge funds, with 312 portfolios holding it at the end of Q3 2025. Microsoft reported $77.7 billion in revenue in Q1 of fiscal year 2026, showing potential as an investment. However, other AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: Microsoft Corporation’s (MSFT) Azure Revenue Grew 39% in Q3