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Baron Technology ETF rises 38.95% in Q2, adjusts holdings in AMD, NVIDIA, Amazon, and Alphabet.

Company Fundamentals
17 Sep 2026
Seeking Alpha
View Source
Bullish
Baron Technology ETF rises 38.95% in Q2, adjusts holdings in AMD, NVIDIA, Amazon, and Alphabet.

In Q2 2026, Baron Technology ETF gained 38.95%, closely tracking the MSCI ACWI Information Technology Index. The fund initiated a position in Advanced Micro Devices (AMD) and trimmed holdings in NVIDIA and Amazon to balance its portfolio. It also increased investment in Alphabet, seeing better near-term growth potential. These moves reflect the fund's active management strategy to optimize risk and reward in the tech sector.

NVIDIA leads with a market cap of $5.17 trillion and a dividend yield of 0.47%, while Amazon holds a $2.65 trillion market cap and shows strong buying interest on Pluang with 91% buy orders as of Sep 17, 2026 17:11 WIB. Advanced Micro Devices, newly added by the Baron Technology ETF, trades at $523.07 with a market cap of $836.64 billion and has a high sell order activity of 88% on Pluang. Alphabet, which the fund increased investment in, has a market cap of $4.17 trillion and a dividend yield of 0.26%, with 61% buy orders on Pluang at the same time.

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