BAMCO INC /NY/ Q3 2017 Filing

Filed November 15, 2017

Portfolio Value

$21.1T

Holdings

318

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (318 positions)

#StockSharesValue% PortfolioType
1
MTNVAIL RESORTS INC
5,142,928$1.2T5.57%
2
ITGARTNER INC
7,057,515$878.0B4.17%
3
ACGLARCH CAP GROUP LTD
8,551,480$842.3B4.00%
4
CSGPCOSTAR GROUP INC
2,885,519$774.0B3.67%
5
IDXXIDEXX LABS INC
4,726,336$734.9B3.49%
6
TSLATESLA MOTORS INC
1,602,011$546.4B2.59%
7
FDSFACTSET RESH SYS INC
3,002,332$540.8B2.57%
8
GWREGUIDEWIRE SOFTWARE INC
5,082,409$395.7B1.88%
9
MTDMETTLER TOLEDO INTERNATIONAL
616,339$385.9B1.83%
10
GLPIGAMING & LEISURE PPTYS INC
10,421,845$384.5B1.82%
11
BFAMBRIGHT HORIZONS FAM SOL IN D
4,027,663$347.2B1.65%
12
AKXANSYS INC
2,616,797$321.2B1.52%
13
CHHCHOICE HOTELS INTL INC
4,814,406$307.6B1.46%
14
BABAALIBABA GROUP HLDG LTD
1,727,945$298.4B1.42%
15
SCHWSCHWAB CHARLES CORP NEW
6,702,472$293.2B1.39%
16
SSNCSS&C TECHNOLOGIES HOLDINGS INC
7,282,648$292.4B1.39%
17
HHYATT HOTELS CORP
4,456,997$275.4B1.31%
18
VACMARRIOTT VACATIONS WORLDWIDE C
2,162,214$269.3B1.28%
19
MANUMANCHESTER UNITED PLC NEW
14,369,283$258.6B1.23%
20
MSCIMSCI INC
2,211,124$258.5B1.23%
21
DEIDOUGLAS EMMETT INC
6,100,987$240.5B1.14%
22
PRIPRIMERICA INC
2,676,215$218.2B1.04%
23
SBACSBA COMMUNICATIONS CORP
1,422,117$204.9B0.97%
24
MMSMAXIMUS INC
3,107,011$200.4B0.95%
25
TECHBIO TECHNE CORP
1,520,228$183.8B0.87%
26
WSTWEST PHARMACEUTICAL SVSC INC
1,806,150$173.9B0.83%
27
BIDUNBAIDU INC
682,496$169.0B0.80%
28
RRRRED ROCK RESORTS INC
7,095,981$164.3B0.78%
29
FINANCIAL ENGINES INC
4,581,002$159.2B0.76%
30
MIDDMIDDLEBY CORP
1,171,945$150.2B0.71%
31
BNFTEURBENEFITFOCUS INC
4,245,435$142.9B0.68%
32
WCNWASTE CONNECTIONS INC
2,025,000$141.7B0.67%
33
CGCARLYLE GROUP L P
5,665,005$133.7B0.63%
34
EQIXEQUINIX INC
296,461$132.3B0.63%
35
DOOREURMASONITE INTERNATIONAL CORP
1,896,561$131.2B0.62%
36
2U INC
2,311,371$129.5B0.61%
37
PENNPENN NATL GAMING INC
5,521,824$129.2B0.61%
38
MORNMORNINGSTAR INC
1,504,371$127.9B0.61%
39
UAAUNDER ARMOUR INC
7,704,996$127.0B0.60%
40
VRSKVERISK ANALYTICS INC
1,515,983$126.1B0.60%
41
T7DTRANSDIGM GROUP INC
475,000$121.4B0.58%
42
AREALEXANDRIA REAL ESTATE EQ IN
1,015,272$120.8B0.57%
43
IRDMIRIDIUM COMMUNICATIONS INC
9,334,151$119.6B0.57%
44
ZGZILLOW GROUP INC
2,858,896$114.8B0.54%
45
PINNACLE ENTMT INC
5,203,966$110.9B0.53%
46
CGNXCOGNEX CORP
1,000,000$110.3B0.52%
47
WIXWIX COM LTD
1,500,095$107.8B0.51%
48
TREXTREX CO INC
1,185,205$106.8B0.51%
49
CNSCOHEN & STEERS INC
2,688,979$106.2B0.50%
50
CBRECBRE GROUP INC
2,800,342$106.1B0.50%
51
AYIACUITY BRANDS INC
602,501$103.2B0.49%
52
ASGNON ASSIGNMENT INC
1,910,100$102.5B0.49%
53
ALAIR LEASE CORP
2,369,082$101.0B0.48%
54
SITESITEONE LANDSCAPE SUPPLY INC
1,720,722$100.0B0.47%
55
ULTIMATE SOFTWARE GROUP INC
520,740$98.7B0.47%
56
7SUSUMMIT MATLS INC
3,064,202$98.1B0.47%
57
FLT1EURFLEETCOR TECHNOLOGIES INC
617,727$95.6B0.45%
58
CWHCAMPING WORLD HLDGS INC
2,335,600$95.2B0.45%
59
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,482,896$93.2B0.44%
60
OAKTREE CAP GROUP LLC
1,953,605$91.9B0.44%
61
CHDCHURCH & DWIGHT INC
1,892,900$91.7B0.44%
62
ICLRICON PLC
804,200$91.6B0.43%
63
ALXALEXANDERS INC
211,962$89.9B0.43%
64
TALTAL ED GROUP
2,649,724$89.3B0.42%
65
ILMNILLUMINA INC
444,335$88.5B0.42%
66
CISION LTD
6,706,786$87.3B0.41%
67
YPFYPF SOCIEDAD ANONIMA
3,738,080$83.3B0.40%
68
MCMOELIS & CO
1,895,730$81.6B0.39%
69
AMZNAMAZON COM INC
82,451$79.3B0.38%
70
WTWWILLIS TOWERS WATSON PUB LTD
510,581$78.7B0.37%
71
JBTJOHN BEAN TECHNOLOGIES CORP
773,300$78.2B0.37%
72
BKNGPRICELINE GRP INC
41,845$76.6B0.36%
73
NBISYANDEX N V
2,321,585$76.5B0.36%
74
CTRPUSDCTRIP COM INTL LTD
1,431,200$75.5B0.36%
75
VRSNVERISIGN INC
683,869$72.8B0.35%
76
PRAHPRA HEALTH SCIENCES INC
954,364$72.7B0.34%
77
GKOSGLAUKOS CORP
2,194,059$72.4B0.34%
78
UNVREURUNIVAR INC
2,500,000$72.3B0.34%
79
GTT COMMUNICATIONS INC
2,278,200$72.1B0.34%
80
CPACOPA HOLDINGS SA
569,642$70.9B0.34%
81
ACXIOM CORP
2,863,312$70.6B0.33%
82
PEGAPEGASYSTEMS INC
1,198,827$69.1B0.33%
83
LIBERTY EXPEDIA HOLDINGS
1,300,000$69.0B0.33%
84
LFUSLITTELFUSE INC
350,370$68.6B0.33%
85
BITAUTO HLDGS LTD
1,494,080$66.8B0.32%
86
INTERXION HOLDING N.V
1,287,178$65.6B0.31%
87
MRCYMERCURY SYS INC
1,226,000$63.6B0.30%
88
AMTAMERICAN TOWER CORP
463,334$63.3B0.30%
89
BECNUSDBEACON ROOFING SUPPLY INC
1,209,400$62.0B0.29%
90
EXPEEXPEDIA INC DEL
429,766$61.9B0.29%
91
ROPROPER INDUSTRIES INC NEW
254,148$61.9B0.29%
92
FASTFASTENAL CO
1,348,221$61.5B0.29%
93
HQYHEALTHEQUITY INC
1,203,771$60.9B0.29%
94
COOCOOPER COS INC
254,341$60.3B0.29%
95
MHKMOHAWK INDUSTRIES INC
242,927$60.1B0.29%
96
THSTREEHOUSE FOODS INC
881,956$59.7B0.28%
97
FRCBFIRST REP BK SAN FRAN CALI N
554,472$57.9B0.27%
98
VANTIV INC
821,784$57.9B0.27%
99
KNSLKINSALE CAP GROUP INC
1,340,484$57.9B0.27%
100
BMABANCO MACRO SA
486,423$57.1B0.27%
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