Baron Capital is bullish on Blackstone Private Digital Infrastructure Trust (BXDC) in its Q2 2026 investor letter, highlighting its strong leadership and $25 billion project pipeline. Baron Capital noted in the letter that BXDC focuses on acquiring critical data center assets and benefits from Blackstone's unparalleled sourcing advantages, having invested $200 billion in digital infrastructure since 2018 and possessing a near-term actionable project pipeline of nearly $25 billion. Baron Capital previously participated in BXDC's initial public offering (IPO).