Baron Technology ETF Q1 2026 Shareholder Letter
The Baron Technology ETF experienced a decline in Q1 2026, mirroring its benchmark, the MSCI ACWI Information Technology Index. Key contributors to the ETF's performance included Lumentum Holdings, Taiwan Semiconductor Manufacturing, and Coherent Corp. Conversely, Broadcom, Amazon, and Tesla were among the top detractors during this period.
- ▪Baron Technology ETF declined roughly in line with its benchmark, the MSCI ACWI Information Technology Index.
- ▪Top contributors were Lumentum Holdings Inc., Taiwan Semiconductor Manufacturing Company Limited, and Coherent Corp.
- ▪Top detractors included Broadcom Inc., Amazon.com, Inc., and Tesla, Inc.
- ▪The ETF initiated positions in Alphabet Inc. and ASML Holding N.V. during the first quarter.
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