BAMCO INC /NY/ Q1 2016 Filing

Filed May 16, 2016

Portfolio Value

$18.9B

Holdings

295

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (295 positions)

#StockSharesValue% PortfolioType
1
ITGARTNER INC
8,128,344$726.3B3843.16%
2
MTNVAIL RESORTS INC
5,157,480$689.6B3648.89%
3
ACGLARCH CAP GROUP LTD
8,833,523$628.1B3323.50%
4
CSGPCOSTAR GROUP INC
2,927,419$550.9B2914.92%
5
FDSFACTSET RESH SYS INC
3,413,278$517.2B2736.92%
6
IDXXIDEXX LABS INC
6,603,503$517.2B2736.77%
7
UAAUNDER ARMOUR INC
4,991,758$423.5B2240.76%
8
MIDDMIDDLEBY CORP
3,277,874$350.0B1851.97%
9
GLPIGAMING & LEISURE PPTYS INC
11,086,576$342.8B1813.97%
10
BFAMBRIGHT HORIZONS FAM SOL IN D
5,253,530$340.3B1800.88%
11
TSLATESLA MOTORS INC
1,416,828$325.5B1722.67%
12
SSNCSS&C TECHNOLOGIES HOLDINGS INC
4,767,673$302.4B1600.02%
13
MTDMETTLER TOLEDO INTERNATIONAL
869,894$299.9B1587.00%
14
GWREGUIDEWIRE SOFTWARE INC
5,231,154$285.0B1508.09%
15
AKXANSYS INC
3,075,545$275.1B1455.94%
16
CHHCHOICE HOTELS INTL INC
4,930,319$266.5B1410.14%
17
HHYATT HOTELS CORP
4,628,462$229.1B1212.12%
18
VRSKVERISK ANALYTICS INC
2,849,298$227.7B1205.00%
19
MMSMAXIMUS INC
4,281,950$225.4B1192.75%
20
INOVALON HLDGS INC
12,001,546$222.3B1176.17%
21
MANUMANCHESTER UNITED PLC NEW
15,197,330$219.4B1161.25%
22
DKSDICKS SPORTING GOODS INC
4,662,788$218.0B1153.50%
23
DEIDOUGLAS EMMETT INC
7,156,040$215.5B1140.18%
24
SBACSBA COMMUNICATIONS CORP
2,144,163$214.8B1136.55%
25
ILMNILLUMINA INC
1,228,286$199.1B1053.66%
26
SCHWSCHWAB CHARLES CORP NEW
6,993,446$196.0B1036.93%
27
MSCIMSCI INC
2,545,937$188.6B998.02%
28
CHDCHURCH & DWIGHT INC
1,836,132$169.3B895.64%
29
CBRECBRE GROUP INC
5,616,783$161.9B856.59%
30
WSTWEST PHARMACEUTICAL SVSC INC
2,310,171$160.1B847.41%
31
FLT1EURFLEETCOR TECHNOLOGIES INC
1,073,822$159.7B845.24%
32
PRIPRIMERICA INC
3,581,137$159.5B843.85%
33
TECHBIO TECHNE CORP
1,658,440$156.8B829.50%
34
DOOREURMASONITE INTERNATIONAL CORP
2,380,027$155.9B824.93%
35
T7DTRANSDIGM GROUP INC
700,000$154.2B816.18%
36
FINANCIAL ENGINES INC
4,892,554$153.8B813.71%
37
BNFTEURBENEFITFOCUS INC
4,374,780$145.9B772.05%
38
PINNACLE ENTMT INC
4,150,381$145.7B770.88%
39
EQIXEQUINIX INC
438,133$144.9B766.74%
40
VACMARRIOTT VACATIONS WORLDWIDE C
2,131,987$143.9B761.52%
41
NORD ANGLIA EDUCATION INC
6,878,320$143.7B760.35%
42
WCNWASTE CONNECTIONS INC
2,150,000$138.9B734.84%
43
MORNMORNINGSTAR INC
1,551,194$136.9B724.56%
44
AYIACUITY BRANDS INC
600,000$130.9B692.59%
45
KMXCARMAX INC
2,553,923$130.5B690.59%
46
PENNPENN NATL GAMING INC
7,817,941$130.5B690.46%
47
ULTIMATE SOFTWARE GROUP INC
673,888$130.4B690.02%
48
PANERA BREAD CO
627,069$128.4B679.68%
49
FASTFASTENAL CO
2,528,171$123.9B655.53%
50
CNSCOHEN & STEERS INC
2,995,940$116.6B617.02%
51
CSTECAESARSTONE SDOT-YAM LTD
3,292,245$113.1B598.43%
52
THSTREEHOUSE FOODS INC
1,303,209$113.1B598.24%
53
BAHBOOZ ALLEN HAMILTON HLDG COR
3,671,034$111.2B588.22%
54
AREALEXANDRIA REAL ESTATE EQ IN
1,219,650$110.9B586.60%
55
OAKTREE CAP GROUP LLC
2,103,407$103.8B549.07%
56
NCLHNORWEGIAN CRUISE LINE HLDGS
1,866,005$103.2B545.95%
57
ALAIR LEASE CORP
3,205,948$103.0B544.91%
58
CGCARLYLE GROUP L P
5,493,555$92.7B490.70%
59
ALXALEXANDERS INC
242,096$92.1B487.52%
60
TREXTREX CO INC
1,885,400$90.4B478.19%
61
ASGNON ASSIGNMENT INC
2,377,515$87.8B464.49%
62
ZGZILLOW GROUP INC
3,302,845$84.4B446.55%
63
MOBILEYE N V AMSTELVEEN
2,258,174$84.2B445.59%
64
MCMOELIS & CO
2,867,028$80.9B428.29%
65
SMART & FINAL STORES INC
4,820,325$78.1B413.22%
66
MHKMOHAWK INDUSTRIES INC
404,319$77.2B408.43%
67
WTWWILLIS TOWERS WATSON PUB LTD
647,098$76.8B406.32%
68
FEI CO
850,000$75.7B400.36%
69
DC4DEXCOM INC
1,092,441$74.2B392.58%
70
PRESS GANEY HLDGS INC
2,394,820$72.0B381.19%
71
IRDMIRIDIUM COMMUNICATIONS INC
9,045,571$71.2B376.71%
72
ICLRICON PLC
931,953$70.0B370.36%
73
HSICHENRY SCHEIN INC
378,727$65.4B345.97%
74
VRSNVERISIGN INC
692,135$61.3B324.28%
75
SPGSIMON PROPERTY GROUP INC NEW
292,032$60.7B320.95%
76
BKNGPRICELINE GRP INC
46,164$59.5B314.87%
77
HLTHILTON WORLDWIDE HLDGS INC
2,628,105$59.2B313.19%
78
MGMMGM RESORTS INTERNATIONAL
2,757,711$59.1B312.87%
79
INC RESH HLDGS INC
1,432,428$59.0B312.37%
80
PEGAPEGASYSTEMS INC
2,278,245$57.8B305.97%
81
INTERXION HOLDING N.V
1,628,422$56.3B297.98%
82
JLLJONES LANG LASALLE INC
474,185$55.6B294.38%
83
B7SBROOKDALE SR LIVING INC
3,365,679$53.4B282.82%
84
ELECTRONICS FOR IMAGING INC
1,250,000$53.0B280.39%
85
BERYEURBERRY PLASTICS GROUP INC
1,450,000$52.4B277.37%
86
BABAALIBABA GROUP HLDG LTD
643,747$50.9B269.21%
87
CAKECHEESECAKE FACTORY INC
950,000$50.4B266.88%
88
WEXWEX INC
600,000$50.0B264.67%
89
CANTEL MEDICAL CORP
700,000$50.0B264.33%
90
MSGSMADISON SQUARE GARDEN CO
300,000$49.9B264.10%
91
PRAHPRA HEALTH SCIENCES INC
1,165,523$49.8B263.73%
92
BAMBROOKFIELD ASSET MGMT INC
1,388,551$48.3B255.63%
93
KWKENNEDY-WILSON HOLDINGS INC
2,182,605$47.8B252.94%
94
EWEDWARDS LIFESCIENCES CORP
528,665$46.6B246.77%
95
MATTRESS FIRM HLDG CORP
1,100,000$46.6B246.74%
96
ROPROPER INDUSTRIES INC NEW
254,187$46.5B245.84%
97
AMTAMERICAN TOWER CORP
452,483$46.3B245.11%
98
MIC2EURMACQUARIE INFRASTRUCTURE COR
686,668$46.3B245.05%
99
FWONALIBERTY MEDIA CORP DELAWARE
1,200,000$45.7B241.87%
100
7SUSUMMIT MATLS INC
2,350,000$45.7B241.87%
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