Baron Opportunity Fund has soared 45% this year, blowing its tech peers out of the water. The opportunity fund (BIOPX), with $1 billion assets under management, has notched a 10-year total return of about 15% on an annualized basis, according to Morningstar. Lippert said he owns about 40 names in the portfolio, including this year's big AI winner Nvidia . Another megacap name that Lippert owns to capitalize on the AI boom is Microsoft . "Everyone wants to talk about the big names, but we play this in a portfolio way," Lippert said.

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Persons: Opportunity, Michael Lippert, we're, Lippert, Morningstar Organizations: Nvidia, Microsoft, AMD, Marvell Locations: ChatGPT