Barron’s Capital, an investment management firm, issued a Q4 2025 letter for its “Barron’s Global Opportunity Fund”. A copy of the letter can be downloaded here. Barron’s Global Opportunity Fund reported a strong fourth quarter and an outstanding year. The fund grew 6.5% (administrative shares) in Q4, compared to a 3.3% return for the MSCI ACWI Index (Index) and a 2.8% gain for the MSCI ACWI Growth Index, the fund’s benchmarks. For 2025, the fund was up 27.5%, outpacing returns of 22.3% and 22.4%, respectively. For the fund, the year was defined by the challenges of globalization and support from easing Federal Reserve policies, the start of the AI investment cycle, and its investment in SpaceX. The fund ended the year with 42 investments, up from 38 last year, with 35 stocks accounting for 99.3% of its net assets. Please review the fund’s top five holdings for 2025 to gain insight into their key picks.
In a letter to investors in the fourth quarter of 2025, Barron’s Global Opportunity Fund bought Amazon.com, Inc. (NASDAQ: AMZN ) highlighted stocks like Amazon.com Inc. (NASDAQ: AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform. On January 16, 2026, Amazon.com, Inc. (NASDAQ: AMZN ) stock closed at $216.82 per share. Amazon.com, Inc. (NASDAQ:AMZN)’s one-month return was 5.28%, and its shares have gained 3.57% of their value over the past 52 weeks. Amazon.com, Inc. (NASDAQ:AMZN) has a market capitalization of $2.328 trillion.
Barron’s Global Opportunity Fund owns Amazon.com Inc. (NASDAQ: AMZN ) said the following in its fourth quarter 2025 investor letter:
“The fourth quarter was our biggest purchase Amazon.com, Inc. (NASDAQ: AMZN). We have owned and repurchased the stock in the past because we believe AI has the potential to improve Amazon’s growth profile, create marginal upside over time, and make the stock potentially a great idea once again. CEO Andy Jassey asserted that we’re at a key inflection point with AI7: “Generative AI will reinvent literally every customer experience we know, and enable entirely new ones we’ve only ever imagined… It’s moving faster than almost anything else in technology.”
