BAMCO INC /NY/ Q1 2022 Filing

Filed May 13, 2022

Portfolio Value

$40.7B

Holdings

388

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (388 positions)

#StockSharesValue% PortfolioType
1
TSLATESLA MOTORS INC
5,797,583$6.2T15333.02%
2
ITGARTNER INC
5,274,931$1.6T3850.96%
3
IDXXIDEXX LABS INC
2,480,174$1.4T3329.97%
4
CSGPCOSTAR GROUP INC
18,849,173$1.3T3081.45%
5
MTNVAIL RESORTS INC
4,625,849$1.2T2954.87%
6
FDSFACTSET RESH SYS INC
2,674,376$1.2T2849.61%
7
MSCIMSCI INC
2,210,016$1.1T2727.61%
8
ACGLARCH CAP GROUP LTD
21,506,340$1.0T2555.73%
9
CHHCHOICE HOTELS INTL INC
4,624,466$655.6B1608.93%
10
TECHBIO TECHNE CORP
1,469,118$636.2B1561.38%
11
AKXANSYS INC
1,974,782$627.3B1539.54%
12
IRDMIRIDIUM COMMUNICATIONS INC
14,522,520$585.5B1437.10%
13
GWREGUIDEWIRE SOFTWARE INC
5,814,960$550.2B1350.37%
14
SCHWSCHWAB CHARLES CORP NEW
6,497,758$547.8B1344.52%
15
HHYATT HOTELS CORP
5,449,957$520.2B1276.71%
16
MTDMETTLER TOLEDO INTERNATIONAL
366,284$503.0B1234.45%
17
KNSLKINSALE CAP GROUP INC
2,114,205$482.1B1183.16%
18
WSTWEST PHARMACEUTICAL SVSC INC
1,171,667$481.2B1181.03%
19
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,528,804$472.2B1158.84%
20
VACMARRIOTT VACATIONS WORLDWIDE C
2,886,857$455.3B1117.33%
21
PENNPENN NATL GAMING INC
10,616,332$450.3B1105.27%
22
GLPIGAMING & LEISURE PPTYS INC
8,968,592$420.9B1032.99%
23
RRRRED ROCK RESORTS INC
7,865,999$382.0B937.47%
24
BFAMBRIGHT HORIZONS FAM SOL IN D
2,509,475$333.0B817.23%
25
MORNMORNINGSTAR INC
1,165,415$318.4B781.33%
26
DAVAENDAVA PLC
2,307,653$307.0B753.43%
27
PRIPRIMERICA INC
2,060,057$281.9B691.75%
28
SPOTSPOTIFY TECHNOLOGY S A
1,774,545$268.0B657.73%
29
CNSCOHEN & STEERS INC
3,085,969$265.1B650.52%
30
AMZNAMAZON COM INC
80,056$261.0B640.51%
31
GTMZOOMINFO TECHNOLOGIES INC
4,362,526$260.6B639.63%
32
RIVNRIVIAN AUTOMOTIVE INC
5,375,789$259.6B637.13%
33
AREALEXANDRIA REAL ESTATE EQ IN
1,253,641$252.3B619.20%
34
VRSKVERISK ANALYTICS INC
1,158,380$248.6B610.19%
35
BABAALIBABA GROUP HLDG LTD
2,268,156$246.8B605.65%
36
SHOPSHOPIFY INC
354,147$239.4B587.53%
37
SSNCSS&C TECHNOLOGIES HOLDINGS INC
3,086,921$231.6B568.36%
38
GOOGALPHABET INC
82,312$229.9B564.23%
39
TREXTREX CO INC
3,317,449$216.7B531.91%
40
BYDBOYD GAMING CORP
3,261,996$214.6B526.62%
41
DAYCERIDIAN HCM HLDG INC
3,103,832$212.2B520.74%
42
SBACSBA COMMUNICATIONS CORP
600,665$206.7B507.27%
43
AZPNUSDASPEN TECHNOLOGY INC
1,245,459$206.0B505.49%
44
DEIDOUGLAS EMMETT INC
5,928,112$198.1B486.24%
45
DC4DEXCOM INC
369,969$189.3B464.54%
46
ICLRICON PLC
771,031$187.5B460.25%
47
ASGNASGN INC
1,604,458$187.3B459.58%
48
SITESITEONE LANDSCAPE SUPPLY INC
1,057,533$171.0B419.66%
49
VEEVVEEVA SYS INC
801,065$170.2B417.70%
50
TRUTRANSUNION
1,614,406$166.8B409.45%
51
MSFTMICROSOFT CORP
534,986$164.9B404.81%
52
BAMBROOKFIELD ASSET MGMT INC
2,846,597$161.0B395.22%
53
ILMNILLUMINA INC
453,281$158.4B388.70%
54
ARGXARGENX SE
501,339$158.1B387.96%
55
FNDFLOOR & DECOR HLDGS INC
1,944,086$157.5B386.48%
56
VRSNVERISIGN INC
660,210$146.9B360.46%
57
NVDANVIDIA CORP
503,940$137.5B337.47%
58
ROPROPER INDUSTRIES INC NEW
286,911$135.5B332.52%
59
MRCYMERCURY SYS INC
2,091,385$134.8B330.81%
60
CRWDCROWDSTRIKE HLDGS INC
537,111$122.0B299.34%
61
IBPINSTALLED BLDG PRODS INC
1,398,210$118.1B289.94%
62
CGCARLYLE GROUP INC
2,414,842$118.1B289.87%
63
BIDUNBAIDU INC
874,279$115.7B283.88%
64
HLIHOULIHAN LOKEY INC
1,300,976$114.2B280.34%
65
CBRECBRE GROUP INC
1,233,158$112.9B276.99%
66
TTDTHE TRADE DESK INC
1,578,089$109.3B268.21%
67
WIXWIX COM LTD
1,015,280$106.1B260.29%
68
AXNX*AXONICS MODULATION TECHNOLOG
1,689,914$105.8B259.64%
69
ALTREURALTAIR ENGR INC
1,634,815$105.3B258.39%
70
COOCOOPER COS INC
251,554$105.0B257.81%
71
BAPCREDICORP LTD
602,688$103.6B254.22%
72
EPAMEPAM SYS INC
342,442$101.6B249.29%
73
BWINBRP GROUP INC
3,780,722$101.4B248.95%
74
PEGAPEGASYSTEMS INC
1,248,209$100.7B247.07%
75
MLB1MERCADOLIBRE INC
84,496$100.5B246.67%
76
MKTXMARKETAXESS HLDGS INC
292,532$99.5B244.25%
77
EQIXEQUINIX INC
132,375$98.2B240.94%
78
SNOWSNOWFLAKE INC
425,531$97.5B239.30%
79
MGMMGM RESORTS INTERNATIONAL
2,235,446$93.8B230.10%
80
INSPINSPIRE MED SYS INC
363,246$93.2B228.84%
81
CGNXCOGNEX CORP
1,200,000$92.6B227.22%
82
NVEINUVEI CORPORATION
1,202,999$90.7B222.59%
83
VRTVERTIV HOLDINGS CO
6,250,000$87.5B214.75%
84
TFXTELEFLEX INC
245,888$87.2B214.13%
85
AVNTAVIENT CORPORATION
1,800,000$86.4B212.05%
86
GDSGDS HLDGS LTD
2,159,023$84.7B207.98%
87
FWONALIBERTY MEDIA CORP DELAWARE
1,200,000$83.8B205.69%
88
JDJD.COM INC
1,438,247$83.2B204.27%
89
EDGGOLD FIELDS LTD
5,338,784$82.5B202.57%
90
YMMFULL TRUCK ALLIANCE CO LTD
12,249,736$81.7B200.53%
91
CAKECHEESECAKE FACTORY INC
2,051,645$81.6B200.35%
92
T7DTRANSDIGM GROUP INC
125,000$81.4B199.88%
93
CWANCLEARWATER ANALYTICS HLDGS I
3,873,722$81.3B199.65%
94
MANUMANCHESTER UNITED PLC NEW
5,583,670$80.8B198.30%
95
FICOFAIR ISAAC CORP
171,232$79.9B196.03%
96
CDWCDW CORP
443,983$79.4B194.93%
97
DDOGDATADOG INC
524,008$79.4B194.80%
98
KTOSKRATOS DEFENSE & SEC SOLUTIO
3,862,756$79.1B194.16%
99
VELOVELO3D INC
8,630,180$78.2B191.95%
100
REXRREXFORD INDL RLTY INC
1,048,456$78.2B191.93%
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