Ron Baron on AI, Tesla, and the Market’s Next Decade of Growth | CNBC Squawk Box

By Andrea Dixon January 22, 2026 1 mins read 64146 Views

Baron Capital Founder, Chief Executive Officer, and Portfolio Manager Ron Baron joined CNBC’s Squawk Box to weigh in on the latest market trends, Elon Musk’s new pay package and what it means for Tesla’s future, AI, and more.

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Portfolio holdings as a percentage of net assets as of December 31, 2025 for securities mentioned are as follows: Tesla, Inc. - Baron Fifth Avenue Growth Fund (4.2%), Baron Focused Growth Fund (8.1%), Baron Global Opportunity Fund (1.7%), Baron Opportunity Fund (6.0%), Baron Partners Fund (26.7%*), Baron Technology ETF (5.6%), Baron First Principles ETF (10.3%).

*% of Long Positions

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