Baron SMID Cap ETF Q2 2026 Portfolio Activity
The Baron SMID Cap ETF reported its Q2 2026 portfolio activity in a Seeking Alpha article, disclosing positions initiated and sold during the quarter. Notably, the fund initiated a position in Advanced Drainage Systems, expressed a positive view of Axon Enterprise, and sold its HeartFlow holding due to competitive concerns.
Why it matters — Rambus investors may monitor this fund's portfolio decisions, though the disclosed activity does not directly mention Rambus or indicate any change in the fund's RMBS position.