BAMCO INC /NY/ Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$36.9T
Holdings
306
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (306 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ASGNASGN INC | 1,446,680 | $72.2B | 0.20% | |
| 102 | HLTHILTON WORLDWIDE HLDGS INC | 263,473 | $70.2B | 0.19% | |
| 103 | AKXANSYS INC | 194,552 | $68.3B | 0.19% | |
| 104 | WSTWEST PHARMACEUTICAL SVSC INC | 307,647 | $67.3B | 0.18% | |
| 105 | MRCYMERCURY SYS INC | 1,234,801 | $66.5B | 0.18% | |
| 106 | ABNBAIRBNB INC | 498,499 | $66.0B | 0.18% | |
| 107 | VNOVORNADO RLTY TR | 1,722,454 | $65.9B | 0.18% | |
| 108 | 3M4MASIMO CORP | 384,589 | $64.7B | 0.18% | |
| 109 | INSPINSPIRE MED SYS INC | 491,752 | $63.8B | 0.17% | |
| 110 | COOCOOPER COS INC | 889,454 | $63.3B | 0.17% | |
| 111 | VVISA INC | 177,019 | $62.9B | 0.17% | |
| 112 | GTLBGITLAB INC | 1,386,453 | $62.5B | 0.17% | |
| 113 | FAFIRST ADVANTAGE CORP | 3,750,000 | $62.3B | 0.17% | |
| 114 | MEGMONTROSE ENVIRONMENTAL GROUP | 2,764,395 | $60.5B | 0.16% | |
| 115 | LPXLOUISIANA PAC CORP | 703,548 | $60.5B | 0.16% | |
| 116 | CGNXCOGNEX CORP | 1,900,000 | $60.3B | 0.16% | |
| 117 | LOARLOAR HOLDINGS INC | 682,066 | $58.8B | 0.16% | |
| 118 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,061,765 | $58.7B | 0.16% | |
| 119 | TXRHTEXAS ROADHOUSE INC | 309,400 | $58.0B | 0.16% | |
| 120 | ZSZSCALER INC | 184,439 | $57.9B | 0.16% | |
| 121 | TWTRADEWEB MKTS INC | 393,877 | $57.7B | 0.16% | |
| 122 | NCNONCINO INC | 2,052,953 | $57.4B | 0.16% | |
| 123 | FQIDIGITAL RLTY TR INC | 328,860 | $57.3B | 0.16% | |
| 124 | TMHCTAYLOR MORRISON HOME CORP | 923,551 | $56.7B | 0.15% | |
| 125 | ZLABZAI LAB LTD | 1,587,814 | $55.5B | 0.15% | |
| 126 | NPOENPRO INC | 287,128 | $55.0B | 0.15% | |
| 127 | ISRGINTUITIVE SURGICAL INC | 100,773 | $54.8B | 0.15% | |
| 128 | DTDYNATRACE INC | 989,028 | $54.6B | 0.15% | |
| 129 | VMCVULCAN MATLS CO | 206,249 | $53.8B | 0.15% | |
| 130 | HEIHEICO CORP | 162,433 | $53.3B | 0.14% | |
| 131 | LVSLAS VEGAS SANDS CORP | 1,218,193 | $53.0B | 0.14% | |
| 132 | WINGWINGSTOP INC | 157,034 | $52.9B | 0.14% | |
| 133 | ITGRINTEGER HLDGS CORP | 422,258 | $51.9B | 0.14% | |
| 134 | NOWSERVICENOW INC | 50,157 | $51.6B | 0.14% | |
| 135 | LOWLOWES COS INC | 227,311 | $50.4B | 0.14% | |
| 136 | FROGJFROG LTD | 1,149,025 | $50.4B | 0.14% | |
| 137 | MAMASTERCARD INCORPORATED | 89,259 | $50.2B | 0.14% | |
| 138 | AEISADVANCED ENERGY INDS | 373,245 | $49.5B | 0.13% | |
| 139 | HNGEHINGE HEALTH INC | 945,762 | $48.9B | 0.13% | |
| 140 | SSNCSS&C TECHNOLOGIES HOLDINGS INC | 575,802 | $47.7B | 0.13% | |
| 141 | CDNACAREDX INC | 2,435,657 | $47.6B | 0.13% | |
| 142 | AXONAXON ENTERPRISE INC | 57,329 | $47.5B | 0.13% | |
| 143 | MSGSMADISON SQUARE GRDN SPRT COR | 225,000 | $47.0B | 0.13% | |
| 144 | CDWCDW CORP | 261,984 | $46.8B | 0.13% | |
| 145 | STVNSTEVANATO GROUP S P A | 1,888,050 | $46.1B | 0.13% | |
| 146 | RDNTRADNET INC | 810,000 | $46.1B | 0.12% | |
| 147 | SSENTINELONE INC | 2,422,584 | $44.3B | 0.12% | |
| 148 | TMETENCENT MUSIC ENTMT GROUP | 2,169,909 | $42.3B | 0.11% | |
| 149 | WCNWASTE CONNECTIONS INC | 225,000 | $42.0B | 0.11% | |
| 150 | 1GSNNOVANTA INC | 311,115 | $40.1B | 0.11% | |
| 151 | ALKTALKAMI TECHNOLOGY INC | 1,330,484 | $40.1B | 0.11% | |
| 152 | LYVLIVE NATION ENTERTAINMENT IN | 265,000 | $40.1B | 0.11% | |
| 153 | IRTINDEPENDENCE RLTY TR INC | 2,256,761 | $39.9B | 0.11% | |
| 154 | MACMACERICH CO | 2,446,767 | $39.6B | 0.11% | |
| 155 | EQREQUITY RESIDENTIAL | 578,128 | $39.0B | 0.11% | |
| 156 | TEAMATLASSIAN CORPORATION | 191,770 | $38.9B | 0.11% | |
| 157 | IEXIDEX CORP | 220,991 | $38.8B | 0.11% | |
| 158 | ESTAESTABLISHMENT LABS HLDGS INC | 907,537 | $38.8B | 0.11% | |
| 159 | SPGSIMON PPTY GROUP INC | 240,938 | $38.7B | 0.11% | |
| 160 | XPXP INC | 1,910,290 | $38.6B | 0.10% | |
| 161 | BXPBXP INC | 571,810 | $38.6B | 0.10% | |
| 162 | AMHAMERICAN HOMES 4 RENT | 1,040,832 | $37.5B | 0.10% | |
| 163 | EXPOEXPONENT INC | 501,239 | $37.4B | 0.10% | |
| 164 | MPWRMONOLITHIC PWR SYS INC | 51,020 | $37.3B | 0.10% | |
| 165 | AFYAAFYA LTD | 1,951,364 | $34.9B | 0.09% | |
| 166 | GDYNGRID DYNAMICS HLDGS INC | 3,000,000 | $34.6B | 0.09% | |
| 167 | RGENREPLIGEN CORP | 274,443 | $34.1B | 0.09% | |
| 168 | ACLXARCELLX INC | 518,009 | $34.1B | 0.09% | |
| 169 | WMSADVANCED DRAIN SYS INC DEL | 294,603 | $33.8B | 0.09% | |
| 170 | MCMOELIS & CO | 527,186 | $32.9B | 0.09% | |
| 171 | BAHBOOZ ALLEN HAMILTON HLDG COR | 314,787 | $32.8B | 0.09% | |
| 172 | XYZBLOCK INC | 482,386 | $32.8B | 0.09% | |
| 173 | NEOGNEOGEN CORP | 6,851,534 | $32.8B | 0.09% | |
| 174 | AVNTAVIENT CORPORATION | 1,000,000 | $32.3B | 0.09% | |
| 175 | BEKEKE HLDGS INC | 1,789,413 | $31.7B | 0.09% | |
| 176 | VRNSVARONIS SYS INC | 623,886 | $31.7B | 0.09% | |
| 177 | FWONALIBERTY MEDIA CORP DEL | 333,317 | $31.7B | 0.09% | |
| 178 | TWFGTWFG INC | 902,061 | $31.6B | 0.09% | |
| 179 | BXMTBLACKSTONE MTG TR INC | 1,594,613 | $30.7B | 0.08% | |
| 180 | DUOLDUOLINGO INC | 74,659 | $30.6B | 0.08% | |
| 181 | CDROCODERE ONLINE LUXEMBOURG S A | 3,503,284 | $29.7B | 0.08% | |
| 182 | NVMINOVA LTD | 107,705 | $29.6B | 0.08% | |
| 183 | WTWWILLIS TOWERS WATSON PLC LTD | 96,358 | $29.5B | 0.08% | |
| 184 | DC4DEXCOM INC | 332,500 | $29.0B | 0.08% | |
| 185 | JEFJEFFERIES FINL GROUP INC | 519,528 | $28.4B | 0.08% | |
| 186 | SITMSITIME CORP | 133,202 | $28.4B | 0.08% | |
| 187 | CRWDCROWDSTRIKE HLDGS INC | 51,836 | $26.4B | 0.07% | |
| 188 | DEIDOUGLAS EMMETT INC | 1,749,441 | $26.3B | 0.07% | |
| 189 | DHID R HORTON INC | 199,695 | $25.7B | 0.07% | |
| 190 | VRSNVERISIGN INC | 88,780 | $25.6B | 0.07% | |
| 191 | GCMGGCM GROSVENOR INC | 2,200,000 | $25.4B | 0.07% | |
| 192 | ASMLASML HOLDING N V | 30,985 | $24.8B | 0.07% | |
| 193 | SPGIS&P GLOBAL INC | 45,111 | $23.8B | 0.06% | |
| 194 | VCYTVERACYTE INC | 877,200 | $23.7B | 0.06% | |
| 195 | ILMNILLUMINA INC | 247,472 | $23.6B | 0.06% | |
| 196 | GOOGLALPHABET INC | 129,033 | $22.7B | 0.06% | |
| 197 | JBIJANUS INTERNATIONAL GROUP IN | 2,750,000 | $22.4B | 0.06% | |
| 198 | PONYPONY AI INC | 1,684,095 | $22.2B | 0.06% | |
| 199 | KKRKKR & CO INC | 162,596 | $21.6B | 0.06% | |
| 200 | WIXWIX COM LTD | 132,630 | $21.0B | 0.06% |