🔥🎯Ron Baron stated: Not selling a single share of $TSLA and SpaceX, taking long-termism to the extreme

Ron Baron recently reiterated his stance: he will not sell a single share of $Tesla(TSLA.US), nor will he sell SpaceX. This is not an emotional declaration, but a continuation of his consistent investment philosophy—for truly great companies, the biggest risk of selling is not a pullback, but "selling too early."

According to long-term disclosures, his core holdings are highly concentrated: about 40% in $Tesla(TSLA.US) and 20% in SpaceX. Such concentration is almost an "unacceptable risk exposure" in the eyes of traditional institutions, but for Baron, it is the ultimate bet on the certainty of long-term compounding.

Looking back at the results, the logic is not empty talk. $Tesla(TSLA.US) has already contributed over $10 billion in unrealized gains on his books, and SpaceX, after multiple rounds of valuation increases, has long evolved from an early-stage investment into a super asset with multi-bagger returns. These gains did not come from frequent trading but from "time + not selling."

More notably, Baron never views $Tesla(TSLA.US) merely as a car company. In his framework, Tesla is a platform company continuously expanding its boundaries: autonomous driving, AI, robotics, and energy systems are all different stages of long-term value release. As long as the core thesis remains intact, price fluctuations are never a reason to sell.

The same goes for SpaceX. It is not a "waiting-to-exit" private investment but a company that truly reshapes industries in Baron's eyes. While most people focus on when it will IPO, he cares more about whether there will still be a chance to buy back in once it truly matures.

Behind this lies a rare ability—to remain unswayed by short-term prices even in the face of massive unrealized gains. For most investors, selling often stems from fear, not judgment; Baron's "not selling" is, in essence, a high conviction in long-term trends.

Would you choose to continue holding or gradually cash out after achieving huge gains?

📣 I will continue to share my insights on 10x growth stock opportunities and how I understand the long-term evolution of $Tesla(TSLA.US), AI, and next-gen tech companies.

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