BAMCO INC /NY/ Q3 2016 Filing

Filed November 14, 2016

Portfolio Value

$18.9T

Holdings

308

Report Date

Q3 2016

Filing Type

13F-HR

All Holdings (308 positions)

#StockSharesValue% PortfolioType
1
MTNVAIL RESORTS INC
5,176,522$812.1B4.31%
2
IDXXIDEXX LABS INC
6,500,206$732.8B3.88%
3
ACGLARCH CAP GROUP LTD
8,776,178$695.6B3.69%
4
ITGARTNER INC
7,721,190$682.9B3.62%
5
CSGPCOSTAR GROUP INC
2,888,884$625.5B3.32%
6
FDSFACTSET RESH SYS INC
3,381,535$548.1B2.91%
7
GLPIGAMING & LEISURE PPTYS INC
14,247,423$476.6B2.53%
8
BFAMBRIGHT HORIZONS FAM SOL IN D
5,085,127$340.1B1.80%
9
MTDMETTLER TOLEDO INTERNATIONAL
756,156$317.5B1.68%
10
TSLATESLA MOTORS INC
1,555,911$317.5B1.68%
11
GWREGUIDEWIRE SOFTWARE INC
5,051,783$303.0B1.61%
12
SSNCSS&C TECHNOLOGIES HOLDINGS INC
8,963,140$288.2B1.53%
13
UAAUNDER ARMOUR INC
7,247,152$280.3B1.49%
14
AKXANSYS INC
3,019,773$279.7B1.48%
15
MANUMANCHESTER UNITED PLC NEW
14,990,578$253.0B1.34%
16
MMSMAXIMUS INC
4,382,019$247.8B1.31%
17
DEIDOUGLAS EMMETT INC
6,754,239$247.4B1.31%
18
MIDDMIDDLEBY CORP
1,926,725$238.2B1.26%
19
HHYATT HOTELS CORP
4,591,312$226.0B1.20%
20
CHHCHOICE HOTELS INTL INC
4,920,319$221.8B1.18%
21
VRSKVERISK ANALYTICS INC
2,624,151$213.3B1.13%
22
MSCIMSCI INC
2,538,237$213.1B1.13%
23
SCHWSCHWAB CHARLES CORP NEW
6,664,784$210.4B1.12%
24
SBACSBA COMMUNICATIONS CORP
1,769,629$198.5B1.05%
25
T7DTRANSDIGM GROUP INC
675,000$195.2B1.03%
26
INOVALON HLDGS INC
12,690,489$186.7B0.99%
27
BIIBBIOGEN IDEC INC
1,636,421$179.2B0.95%
28
ILMNILLUMINA INC
984,065$178.8B0.95%
29
FLT1EURFLEETCOR TECHNOLOGIES INC
1,025,446$178.2B0.94%
30
PRIPRIMERICA INC
3,299,506$175.0B0.93%
31
UAUNDER ARMOUR INC
5,138,944$174.0B0.92%
32
BNFTEURBENEFITFOCUS INC
4,296,881$171.5B0.91%
33
WSTWEST PHARMACEUTICAL SVSC INC
2,258,479$168.3B0.89%
34
VACMARRIOTT VACATIONS WORLDWIDE C
2,203,655$161.6B0.86%
35
CHDCHURCH & DWIGHT INC
3,222,950$154.4B0.82%
36
NORD ANGLIA EDUCATION INC
6,926,314$150.9B0.80%
37
DKSDICKS SPORTING GOODS INC
2,635,708$149.5B0.79%
38
DOOREURMASONITE INTERNATIONAL CORP
2,295,315$142.7B0.76%
39
ULTIMATE SOFTWARE GROUP INC
673,548$137.7B0.73%
40
CNSCOHEN & STEERS INC
2,995,940$128.1B0.68%
41
FINANCIAL ENGINES INC
4,298,745$127.7B0.68%
42
AREALEXANDRIA REAL ESTATE EQ IN
1,155,546$125.7B0.67%
43
CBRECBRE GROUP INC
4,484,411$125.5B0.67%
44
MORNMORNINGSTAR INC
1,561,284$123.8B0.66%
45
PANERA BREAD CO
627,086$122.1B0.65%
46
BABAALIBABA GROUP HLDG LTD
1,154,110$122.1B0.65%
47
WCNWASTE CONNECTIONS INC
1,600,000$119.5B0.63%
48
AYIACUITY BRANDS INC
450,000$119.1B0.63%
49
CSTECAESARSTONE SDOT-YAM LTD
3,146,475$118.7B0.63%
50
ZGZILLOW GROUP INC
3,391,922$116.9B0.62%
51
EQIXEQUINIX INC
323,492$116.5B0.62%
52
THSTREEHOUSE FOODS INC
1,283,971$111.9B0.59%
53
PENNPENN NATL GAMING INC
7,155,983$97.1B0.51%
54
ALXALEXANDERS INC
222,382$93.3B0.49%
55
RRRRED ROCK RESORTS INC
3,877,258$91.5B0.48%
56
FASTFASTENAL CO
2,127,316$88.9B0.47%
57
OAKTREE CAP GROUP LLC
2,080,922$88.2B0.47%
58
TREXTREX CO INC
1,502,400$88.2B0.47%
59
CGCARLYLE GROUP L P
5,575,596$86.8B0.46%
60
ASGNON ASSIGNMENT INC
2,374,015$86.2B0.46%
61
BAHBOOZ ALLEN HAMILTON HLDG COR
2,565,489$81.1B0.43%
62
ALAIR LEASE CORP
2,804,960$80.2B0.42%
63
WTWWILLIS TOWERS WATSON PUB LTD
573,723$76.2B0.40%
64
IRDMIRIDIUM COMMUNICATIONS INC
9,325,974$75.6B0.40%
65
DC4DEXCOM INC
851,477$74.6B0.40%
66
KMXCARMAX INC
1,390,980$74.2B0.39%
67
ICLRICON PLC
928,453$71.8B0.38%
68
MGMMGM RESORTS INTERNATIONAL
2,664,876$69.4B0.37%
69
CGNXCOGNEX CORP
1,300,000$68.7B0.36%
70
MCMOELIS & CO
2,546,792$68.5B0.36%
71
MHKMOHAWK INDUSTRIES INC
329,247$66.0B0.35%
72
AMZNAMAZON COM INC
75,849$63.5B0.34%
73
BKNGPRICELINE GRP INC
43,052$63.4B0.34%
74
PRAHPRA HEALTH SCIENCES INC
1,116,373$63.1B0.33%
75
SMART & FINAL STORES INC
4,857,225$62.0B0.33%
76
HSICHENRY SCHEIN INC
378,009$61.6B0.33%
77
ELECTRONICS FOR IMAGING INC
1,250,000$61.1B0.32%
78
INTERXION HOLDING N.V
1,675,228$60.7B0.32%
79
PRESS GANEY HLDGS INC
1,500,606$60.6B0.32%
80
AZPNUSDASPEN TECHNOLOGY INC
1,251,600$58.6B0.31%
81
PINNACLE ENTMT INC
4,726,409$58.3B0.31%
82
INC RESH HLDGS INC
1,300,000$58.0B0.31%
83
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,800,900$55.1B0.29%
84
VRSNVERISIGN INC
682,566$53.4B0.28%
85
MGM GROWTH PPTYS LLC
2,037,698$53.1B0.28%
86
HQYHEALTHEQUITY INC
1,396,507$52.9B0.28%
87
AMTAMERICAN TOWER CORP
459,555$52.1B0.28%
88
MIC2EURMACQUARIE INFRASTRUCTURE COR
613,037$51.0B0.27%
89
ACXIOM CORP
1,906,583$50.8B0.27%
90
CTRPUSDCTRIP COM INTL LTD
1,090,182$50.8B0.27%
91
CANTEL MEDICAL CORP
638,900$49.8B0.26%
92
LFUSLITTELFUSE INC
379,530$48.9B0.26%
93
WEXWEX INC
450,000$48.6B0.26%
94
B7SBROOKDALE SR LIVING INC
2,730,835$47.7B0.25%
95
CAKECHEESECAKE FACTORY INC
950,000$47.6B0.25%
96
COOCOOPER COS INC
264,731$47.5B0.25%
97
PFGCPERFORMANCE FOOD GROUP CO
1,911,447$47.4B0.25%
98
MKTXMARKETAXESS HLDGS INC
282,566$46.8B0.25%
99
PEGAPEGASYSTEMS INC
1,583,930$46.7B0.25%
100
ROPROPER INDUSTRIES INC NEW
253,718$46.3B0.25%
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