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Baron Technology Fund adds Lumentum and Arista, exits CyberArk and Reddit (BTECX:MUTF)

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Baron Technology Fund adds Lumentum and Arista, exits CyberArk and Reddit (BTECX:MUTF)
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Nov. 12, 2025 10:02 AM ETBaron Technology Fund Institutional Shares (BTECX)ANET, LPLA, CYBR, LITE, EDDRF, DDOG, RDDT, INTA, IOT, MNTN, VIA, NTSKBy: Arundhati Sarkar, SA News Editor

Willie B. Thomas

Baron Technology Fund gained during the quarter but underperformed its benchmark, the MSCI ACWI Information Technology Index.

The fund initiated a position in Lumentum Holdings (LITE), a photonics and optical components company specializing in lasers (light emitters) used for optical communication



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Tags: AddsAristaBaronBTECXMUTFCyberArkExitsfundLumentumRedditTechnology
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