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Baron Opportunity Fund Q1 2024 Shareholder Letter [Seeking Alpha]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
U.S. equities continued their strong run to begin the year, with all major market indexes achieving new all-time highs on multiple occasions during the first quarter. Fund performance was driven by our semiconductor, consumer internet, digital advertising, cloud computing, and cybersecurity investments capitalizing on the AI inflection. Dear Baron Opportunity Fund Shareholder: Performance During the first quarter, Baron Opportunity Fund® (the Fund) rose 15.33% (Institutional Shares), outperforming the broader market, including the Russell 3000 Growth Index (the Benchmark), which gained 11.23%, and the S&P 500 Index, which advanced 10.56%. Review & Outlook U.S. equities continued their strong run to begin the year, with all major market indexes achieving new all-time highs on multiple occasions during the first quarter. The S&P 500 Index finished the quarter at a record high, while the NASDAQ Composite peaked on March 22 before fading a bit to close the quarter. The rally wa
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- Nvidia Stock Couldn't Close at a Record High Ahead of Earnings [Yahoo! Finance][Yahoo! Finance]
- Nvidia Earnings: Bulls Have Fingers On The Trigger (Technical Analysis) [Seeking Alpha][Seeking Alpha]
- Nvidia Earnings: The "Superbowl of AI" (Video Included) [Yahoo! Finance][Yahoo! Finance]
- Microsoft's custom Cobalt chips will come to Azure next week [TechCrunch][TechCrunch]
- Ampere teams up with Qualcomm to launch an Arm-based AI server [TechCrunch][TechCrunch]
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SEC Filings
- 5/15/24 - Form 13F-HR
- 5/14/24 - Form ARS
- 5/14/24 - Form DEF
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