Will Dayforce (DAY) be able to Sustain Recurring Revenue Growth of Around 20%?
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Select Equity Group Robert Joseph Caruso | 11,400,740 | $828,149,754 | -20% | 3.28% |
2. | 67,704,000 | $65,413,187 | +175% | 0.23% | |
3. | Millennium Management Israel Englander | 765,948 | $55,638,459 | +16% | 0.02% |
4. | 48,528,000 | $46,586,880 | 1.46% | ||
5. | Woodline Partners Michael Rockefeller And Karl Kroeker | 634,345 | $46,078,821 | +54% | 0.31% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$60.30 | 3,523 | Officer | 151,828 | 2025-03-25 | Filing | |
$55.55 | 1,999 | Officer | 107,393 | 2025-03-17 | Filing | |
$65.10 | 1,000 | Officer | 159,934 | 2025-02-13 | Filing | |
$71.33 | 1,000 | Officer | 119,022 | 2025-01-15 | Filing | |
$77.29 | 1,000 | Officer | 120,022 | 2024-12-13 | Filing |