BAMCO INC /NY/ Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$33.3B

Holdings

360

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (360 positions)

#StockSharesValue% PortfolioType
101
JDJD.COM INC
1,415,974$62.1M0.19%
102
SKINTHE BEAUTY HEALTH COMPANY
4,838,659$61.1M0.18%
103
INDIINDIE SEMICONDUCTOR INC
5,526,938$58.3M0.18%
104
JBTJOHN BEAN TECHNOLOGIES CORP
525,000$57.4M0.17%
105
EWCZEUROPEAN WAX CTR INC
3,000,922$57.0M0.17%
106
DDOGDATADOG INC
782,184$56.8M0.17%
107
MAMASTERCARD INC
151,916$55.2M0.17%
108
NETCLOUDFLARE INC
890,156$54.9M0.16%
109
LENLENNAR CORP
520,199$54.7M0.16%
110
PSAPUBLIC STORAGE
180,579$54.6M0.16%
111
JBIJANUS INTERNATIONAL GROUP IN
5,500,000$54.2M0.16%
112
FAFIRST ADVANTAGE CORP NEW
3,875,000$54.1M0.16%
113
UTZUTZ BRANDS INC
3,250,000$53.5M0.16%
114
NOWSERVICENOW INC
113,947$53.0M0.16%
115
AEISADVANCED ENERGY INDS
526,748$51.6M0.15%
116
WEXWEX INC
278,300$51.2M0.15%
117
EDGGOLD FIELDS LTD
3,735,355$49.8M0.15%
118
BIDUNBAIDU INC
325,255$49.1M0.15%
119
EPAMEPAM SYS INC
160,989$48.1M0.14%
120
ZLABZAI LAB LTD
1,425,214$47.4M0.14%
121
AMTAMERICAN TOWER CORP
231,623$47.3M0.14%
122
CLVTCLARIVATE ANALYTICS PLC
5,003,099$47.0M0.14%
123
HQYHEALTHEQUITY INC
800,000$47.0M0.14%
124
WYNNWYNN RESORTS LTD
419,413$46.9M0.14%
125
AXONAXON ENTERPRISE INC
207,800$46.7M0.14%
126
RIVNRIVIAN AUTOMOTIVE INC
2,987,357$46.2M0.14%
127
METAMETA PLATFORMS INC
212,535$45.0M0.14%
128
BXBLACKSTONE INC
508,079$44.6M0.13%
129
LVSLAS VEGAS SANDS CORP
774,410$44.5M0.13%
130
MSGSMADISON SQUARE GRDN SPRT COR
225,000$43.8M0.13%
131
EXREXTRA SPACE STORAGE INC
268,395$43.7M0.13%
132
SPOTSPOTIFY TECHNOLOGY S A
326,871$43.7M0.13%
133
AFYAAFYA LTD
3,879,230$43.3M0.13%
134
ETWOGBPE2OPEN PARENT HOLDINGS INC
7,388,636$43.0M0.13%
135
ISRGINTUITIVE SURGICAL INC
167,591$42.8M0.13%
136
SPTSPROUT SOCIAL INC
700,000$42.6M0.13%
137
DHID R HORTON INC
426,677$41.7M0.13%
138
GTLBGITLAB INC
1,207,603$41.4M0.12%
139
DKNGDRAFTKINGS INC
2,133,500$41.3M0.12%
140
SHLSSHOALS TECHNOLOGIES GROUP IN
1,800,000$41.0M0.12%
141
LOWLOWES COS INC
204,292$40.9M0.12%
142
CZRCAESARS ENTERTAINMENT INC NE
833,301$40.7M0.12%
143
WTWWILLIS TOWERS WATSON PUB LTD
173,503$40.3M0.12%
144
ASMLASML HOLDING N V
54,721$37.2M0.11%
145
RGENREPLIGEN CORP
220,974$37.2M0.11%
146
VVISA INC
163,862$36.9M0.11%
147
PWRQUANTA SVCS INC
216,686$36.1M0.11%
148
HEIHEICO CORP
260,860$35.5M0.11%
149
EGPEASTGROUP PPTYS INC
213,952$35.4M0.11%
150
WELLWELLTOWER INC
491,537$35.2M0.11%
151
JLLJONES LANG LASALLE INC
241,660$35.2M0.11%
152
PARPAR TECHNOLOGY CORP
1,021,603$34.7M0.10%
153
RVNCEURREVANCE THERAPEUTICS INC
1,069,483$34.4M0.10%
154
GDYNGRID DYNAMICS HLDGS INC
3,000,000$34.4M0.10%
155
MEGMONTROSE ENVIRONMENTAL GROUP
956,187$34.1M0.10%
156
BASECOUCHBASE INC
2,368,581$33.3M0.10%
157
LBRDKLIBERTY BROADBAND CORP
390,740$31.9M0.10%
158
STNESTONECO LTD
3,228,552$30.8M0.09%
159
SILKSILK RD MED INC
785,281$30.7M0.09%
160
TWTRADEWEB MKTS INC
387,015$30.6M0.09%
161
CYBRCYBERARK SOFTWARE LTD
205,470$30.4M0.09%
162
TSTENARIS S A
1,037,025$29.5M0.09%
163
GOOGALPHABET INC
280,757$29.2M0.09%
164
TROWPRICE T ROWE GROUP INC
258,426$29.2M0.09%
165
SITMSITIME CORP
204,394$29.1M0.09%
166
XYZBLOCK INC
417,229$28.6M0.09%
167
NARIUSDINARI MED INC
449,353$27.7M0.08%
168
POOLPOOL CORPORATION
76,423$26.2M0.08%
169
LFUSLITTELFUSE INC
97,332$26.1M0.08%
170
ESNTESSENT GROUP LTD
651,482$26.1M0.08%
171
TXRHTEXAS ROADHOUSE INC
238,617$25.8M0.08%
172
RPAYREPAY HLDGS CORP
3,915,000$25.7M0.08%
173
COLDAMERICOLD RLTY TR
888,513$25.3M0.08%
174
NVTSNAVITAS SEMICONDUCTOR CORP
3,447,071$25.2M0.08%
175
TRNOTERRENO RLTY CORP
378,163$24.4M0.07%
176
SMARGBPSMARTSHEET INC
505,301$24.2M0.07%
177
MCMOELIS & CO
596,430$22.9M0.07%
178
DHDEFINITIVE HEALTHCARE CORP
2,191,635$22.6M0.07%
179
DTDYNATRACE INC
533,193$22.6M0.07%
180
HLTHILTON WORLDWIDE HLDGS INC
157,542$22.2M0.07%
181
HEIHEICO CORP
125,993$21.5M0.06%
182
ALGMALLEGRO MICROSYSTEMS INC
447,795$21.5M0.06%
183
WIXWIX COM LTD
214,197$21.4M0.06%
184
BAMBROOKFIELD ASSET MANAGMT LTD
649,091$21.2M0.06%
185
INVHINVITATION HOMES INC
678,050$21.2M0.06%
186
XPXP INC
1,763,417$20.9M0.06%
187
BZKANZHUN LIMITED
1,098,453$20.9M0.06%
188
AMHAMERICAN HOMES 4 RENT
661,667$20.8M0.06%
189
UNHUNITEDHEALTH GROUP INC
43,246$20.4M0.06%
190
NVMINOVA LTD
191,563$20.0M0.06%
191
LPLALPL FINL HLDGS INC
96,634$19.6M0.06%
192
AMDADVANCED MICRO DEVICES INC
198,389$19.4M0.06%
193
FBINFORTUNE BRANDS HOME & SEC IN
326,782$19.2M0.06%
194
LM05LIBERTY MEDIA CORP DELAWARE
284,220$19.2M0.06%
195
ACVAACV AUCTIONS INC
1,456,007$18.8M0.06%
196
QLYSQUALYS INC
139,303$18.1M0.05%
197
WDAYWORKDAY INC
86,465$17.9M0.05%
198
ICHRICHOR HOLDINGS
544,384$17.8M0.05%
199
VRAYQVIEWRAY INC
5,100,929$17.6M0.05%
200
LULUFAX HOLDING LTD
8,635,259$17.6M0.05%
PreviousPage 2 of 4Next