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  • Alex Umansky manages the Baron Fifth Avenue Growth Fund. 
  • The fund is crushing the market this year, returning 55% since January.
  • Umansky said he’ll continue to bet on Nvidia, Amazon, Tesla, Crowdstrike, Shopify, and Trade Desk.

If a stock is in Alex Umansky’s Baron Fifth Avenue Growth Fund (BFTHX), it’s safe to say he thinks the name has explosive upside potential. Like, really explosive upside — as in the stock can return another 500%-1,000% from its current level.

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