BAMCO INC /NY/ Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$20.4T

Holdings

337

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (337 positions)

#StockSharesValue% PortfolioType
101
CPACOPA HOLDINGS SA
882,004$39.9B0.20%
102
PLNTPLANET FITNESS INC
800,000$39.0B0.19%
103
FMXFOMENTO ECONOMICO MEXICANO S
629,951$38.1B0.19%
104
MSFTMICROSOFT CORP
238,879$37.7B0.18%
105
APHAMPHENOL CORP NEW
514,545$37.5B0.18%
106
MELLANOX TECHNOLOGIES LTD
302,062$36.6B0.18%
107
PFGCPERFORMANCE FOOD GROUP CO
1,464,694$36.2B0.18%
108
BWINBRP GROUP INC
3,256,370$34.4B0.17%
109
SPLKCHFSPLUNK INC
256,961$32.4B0.16%
110
BWXTBWX TECHNOLOGIES INC
660,833$32.2B0.16%
111
TROWPRICE T ROWE GROUP INC
329,435$32.2B0.16%
112
HLIOHELIOS TECHNOLOGIES INC
841,612$31.9B0.16%
113
NBISYANDEX N V
936,535$31.9B0.16%
114
LSXMKUSDLIBERTY MEDIA CORP DELAWARE
1,000,000$31.6B0.15%
115
METAFACEBOOK INC.
188,720$31.5B0.15%
116
BKNGBOOKING HLDGS INC
22,348$30.1B0.15%
117
FRCBFIRST REP BK SAN FRAN CALI N
363,840$29.9B0.15%
118
ATVIEURACTIVISION BLIZZARD INC
501,785$29.8B0.15%
119
ARGXARGENX SE
216,276$28.5B0.14%
120
POLYONE CORP
1,500,000$28.5B0.14%
121
STNESTONECO LTD
1,299,727$28.3B0.14%
122
XLRNACCELERON PHARMA INC
305,743$27.5B0.13%
123
MAMASTERCARD INC
112,972$27.3B0.13%
124
GLOBGLOBANT S A
308,445$27.1B0.13%
125
GHGUARDANT HEALTH INC
389,159$27.1B0.13%
126
FICOFAIR ISAAC CORP
87,866$27.0B0.13%
127
BERYEURBERRY GLOBAL GROUP INC
800,000$27.0B0.13%
128
EPAMEPAM SYS INC
130,236$24.2B0.12%
129
VVISA INC
149,713$24.1B0.12%
130
7SUSUMMIT MATLS INC
1,600,000$24.0B0.12%
131
REXRREXFORD INDL RLTY INC
577,730$23.7B0.12%
132
BYDBOYD GAMING CORP
1,626,169$23.4B0.11%
133
LXLEXINFINTECH HLDGS LTD
2,607,744$23.1B0.11%
134
XPXP INC
1,169,619$22.6B0.11%
135
RBCRBC BEARINGS INC
200,000$22.6B0.11%
136
TWLOTWILIO INC
251,044$22.5B0.11%
137
INSPINSPIRE MED SYS INC
352,970$21.3B0.10%
138
NEW FRONTIER HEALTH CORP
2,531,217$20.9B0.10%
139
FWONALIBERTY MEDIA CORP DELAWARE
750,000$20.4B0.10%
140
GLNGGOLAR LNG LTD BERMUDA
2,575,930$20.3B0.10%
141
ESNTESSENT GROUP LTD
762,846$20.1B0.10%
142
CRWDCROWDSTRIKE HLDGS INC
360,804$20.1B0.10%
143
ISRGINTUITIVE SURGICAL INC
37,983$18.8B0.09%
144
VRTXVERTEX PHARMACEUTICALS INC
78,629$18.7B0.09%
145
SHOPSHOPIFY INC
42,829$17.9B0.09%
146
NGVTINGEVITY CORP
500,000$17.6B0.09%
147
AMTAMERICAN TOWER CORP
78,772$17.2B0.08%
148
T77LENDINGTREE INC
92,337$16.9B0.08%
149
GDYNGRID DYNAMICS HLDGS INC
2,112,000$16.9B0.08%
150
AMHAMERICAN HOMES 4 RENT
726,912$16.9B0.08%
151
EBSEMERGENT BIOSOLUTIONS INC
290,000$16.8B0.08%
152
DNLIDENALI THERAPEUTICS INC
952,957$16.7B0.08%
153
NOWSERVICENOW INC
58,110$16.7B0.08%
154
RDYDR REDDYS LABS LTD
407,559$16.4B0.08%
155
CANTEL MEDICAL CORP
450,000$16.2B0.08%
156
VMCVULCAN MATLS CO
147,728$16.0B0.08%
157
FQIDIGITAL RLTY TR INC
114,553$15.9B0.08%
158
PLDPROLOGIS INC
193,126$15.5B0.08%
159
HEIHEICO CORP NEW
241,725$15.4B0.08%
160
TWTRADEWEB MKTS INC
367,270$15.4B0.08%
161
TALTAL ED GROUP
288,366$15.4B0.08%
162
AZULQAZUL S A
1,506,586$15.4B0.08%
163
QLYSQUALYS INC
175,000$15.2B0.07%
164
HDHOME DEPOT INC
81,110$15.1B0.07%
165
LOWLOWES COS INC
175,495$15.1B0.07%
166
YEXTYEXT INC
1,477,111$15.1B0.07%
167
TMETENCENT MUSIC ENTMT GROUP
1,479,580$14.9B0.07%
168
INGNINOGEN INC
285,000$14.7B0.07%
169
WMSADVANCED DRAIN SYS INC DEL
500,000$14.7B0.07%
170
DDOGDATADOG INC
404,406$14.6B0.07%
171
RAVEN INDS INC
675,000$14.3B0.07%
172
ADPTADAPTIVE BIOTECHNOLOGIES COR
514,474$14.3B0.07%
173
AATAMERICAN ASSETS TRUST INC
568,912$14.2B0.07%
174
TXG10X GENOMICS INC
227,520$14.2B0.07%
175
LENLENNAR CORP
357,780$13.7B0.07%
176
CAKECHEESECAKE FACTORY INC
800,000$13.7B0.07%
177
EVBGEUREVERBRIDGE INC
125,000$13.3B0.07%
178
RAMPLIVERAMP HLDGS INC
400,000$13.2B0.06%
179
DIAMOND EAGLE ACQUISITION CO
1,050,000$13.0B0.06%
180
KWRQUAKER CHEM CORP
100,000$12.6B0.06%
181
VCYTVERACYTE INC
519,190$12.6B0.06%
182
DHID R HORTON INC
334,500$11.4B0.06%
183
BVBRIGHTVIEW HLDGS INC
1,024,047$11.3B0.06%
184
ASMLASML HOLDING N V
42,953$11.2B0.06%
185
ALECAlector Inc
464,860$11.2B0.05%
186
CDNACAREDX INC
507,036$11.1B0.05%
187
LBRDALIBERTY BROADBAND CORP
100,000$10.7B0.05%
188
ADBEADOBE SYS INC
33,585$10.7B0.05%
189
FORFORESTAR GROUP INC
1,015,171$10.5B0.05%
190
DTDYNATRACE INC
440,217$10.5B0.05%
191
TPICQTPI COMPOSITES INC
707,000$10.4B0.05%
192
CMECME GROUP INC
59,532$10.3B0.05%
193
JLLJONES LANG LASALLE INC
101,787$10.3B0.05%
194
WYNNWYNN RESORTS LTD
164,694$9.9B0.05%
195
INVHINVITATION HOMES INC
462,398$9.9B0.05%
196
NBIXNEUROCRINE BIOSCIENCES INC
110,568$9.6B0.05%
197
PINGUSDPING IDENTITY HLDG CORP
472,131$9.5B0.05%
198
HEIHEICO CORP NEW
125,993$9.4B0.05%
199
VRNSVARONIS SYS INC
147,000$9.4B0.05%
200
HUDSON LTD
1,823,425$9.2B0.04%
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