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
101
UAUNDER ARMOUR INC
3,721,369$55.9B0.27%
102
AZPNUSDASPEN TECHNOLOGY INC
885,900$55.6B0.26%
103
IEXIDEX CORP
455,708$55.4B0.26%
104
HSICHENRY SCHEIN INC
665,430$54.6B0.26%
105
NCLHNORWEGIAN CRUISE LINE HLDGS
996,546$53.9B0.26%
106
MSGSMADISON SQUARE GARDEN CO
250,000$53.5B0.25%
107
TTDTHE TRADE DESK INC
860,083$52.9B0.25%
108
BSACBANCO SANTANDER CHILE
1,755,590$52.2B0.25%
109
ELECTRONICS FOR IMAGING INC
1,200,000$51.2B0.24%
110
WEXWEX INC
450,000$50.5B0.24%
111
MKTXMARKETAXESS HLDGS INC
264,400$48.8B0.23%
112
CANTEL MEDICAL CORP
515,000$48.5B0.23%
113
TDOCTELADOC INC
1,455,900$48.3B0.23%
114
SQMSOCIEDAD QUIMICA MINERA DE C
866,086$48.2B0.23%
115
HDHOME DEPOT INC
284,791$46.6B0.22%
116
PFGCPERFORMANCE FOOD GROUP CO
1,648,650$46.6B0.22%
117
LSXMKUSDLIBERTY MEDIA CORP DELAWARE
1,100,000$46.1B0.22%
118
BERYEURBERRY GLOBAL GROUP INC
800,000$45.3B0.22%
119
INOVALON HLDGS INC
2,548,423$43.5B0.21%
120
QLYSQUALYS INC
831,600$43.1B0.20%
121
FMXFOMENTO ECONOMICO MEXICANO S
442,932$42.3B0.20%
122
MTSIMA COM TECHNOLOGY SOLUTIONS
940,121$41.9B0.20%
123
TRUTRANSUNION
864,169$40.8B0.19%
124
RBCRBC BEARINGS INC
325,000$40.7B0.19%
125
BYDBOYD GAMING CORP
1,528,617$39.8B0.19%
126
CAKECHEESECAKE FACTORY INC
925,000$39.0B0.18%
127
MFS1EURWELBILT INC
1,600,000$36.9B0.18%
128
SHUTTERFLY INC
750,000$36.4B0.17%
129
VMCVULCAN MATLS CO
303,818$36.3B0.17%
130
PRTY1EURPARTY CITY HOLDCO INC
2,565,000$34.8B0.16%
131
NEOGNEOGEN CORP
444,596$34.4B0.16%
132
KMXCARMAX INC
449,883$34.1B0.16%
133
VALERO ENERGY PARTNERS LP
773,100$33.8B0.16%
134
GCP APPLIED TECHNOLOGIES INC
1,100,000$33.8B0.16%
135
WINGWINGSTOP INC
1,010,000$33.6B0.16%
136
TFXTELEFLEX INC
137,140$33.2B0.16%
137
TROWPRICE T ROWE GROUP INC
356,756$32.3B0.15%
138
AOSSMITH A O
528,694$31.4B0.15%
139
ESNTESSENT GROUP LTD
754,174$30.5B0.14%
140
1RGREV GROUP INC
1,050,000$30.2B0.14%
141
MGMMGM RESORTS INTERNATIONAL
916,603$29.9B0.14%
142
ZZILLOW GROUP INC
742,287$29.8B0.14%
143
BAMBROOKFIELD ASSET MGMT INC
720,869$29.8B0.14%
144
NDSNNORDSON CORP
250,000$29.6B0.14%
145
ROLROLLINS INC
641,531$29.6B0.14%
146
CHEFCHEFS WAREHOUSE INC
1,500,000$28.9B0.14%
147
MGM GROWTH PPTYS LLC
946,532$28.6B0.14%
148
LBRDKLIBERTY BROADBAND CORP
300,000$28.6B0.14%
149
FWONALIBERTY MEDIA CORP DELAWARE
750,000$28.6B0.14%
150
WYNEURWYNDHAM WORLDWIDE CORP
270,709$28.5B0.14%
151
DKSDICKS SPORTING GOODS INC
1,051,013$28.4B0.13%
152
HLTHILTON WORLDWIDE HLDGS INC
405,922$28.2B0.13%
153
SHWSHERWIN WILLIAMS CO
77,467$27.7B0.13%
154
TTCTORO CO
446,153$27.7B0.13%
155
FNDFLOOR & DECOR HLDGS INC
704,022$27.4B0.13%
156
BWXTBWX TECHNOLOGIES INC
480,359$26.9B0.13%
157
INC RESH HLDGS INC
500,000$26.1B0.12%
158
CSTECAESARSTONE SDOT-YAM LTD
849,205$25.3B0.12%
159
GOOGALPHABET INC
26,172$25.1B0.12%
160
EMERALD EXPOSITIONS EVENTS INC
1,075,000$25.0B0.12%
161
TIFEURTIFFANY & CO NEW
266,887$24.5B0.12%
162
CDWCDW CORP
369,271$24.4B0.12%
163
WABWABTEC CORP
319,198$24.2B0.11%
164
DDOMINION MIDSTREAM PARTNERS
745,000$23.8B0.11%
165
AATAMERICAN ASSETS TRUST INC
592,000$23.5B0.11%
166
TSAACI WORLDWIDE INC
1,000,000$22.8B0.11%
167
MLMMARTIN MARIETTA MATLS INC
109,288$22.5B0.11%
168
METAFACEBOOK INC.
130,207$22.2B0.11%
169
MIC2EURMACQUARIE INFRASTRUCTURE COR
304,722$22.0B0.10%
170
CBOECBOE HLDGS INC
203,981$22.0B0.10%
171
AFWALIGN TECHNOLOGY INC
116,493$21.7B0.10%
172
HGVHILTON GRAND VACATIONS INC
558,758$21.6B0.10%
173
MARMARRIOTT INTL INC
181,277$20.0B0.09%
174
YEXTYEXT INC
1,481,349$19.7B0.09%
175
MASMASCO CORP
504,187$19.7B0.09%
176
VVISA INC
178,073$18.7B0.09%
177
MAMASTERCARD INC
127,915$18.1B0.09%
178
CXOEURCONCHO RES INC
134,837$17.8B0.08%
179
PBF LOGISTICS LP
800,000$16.8B0.08%
180
PLDPROLOGIS INC
261,997$16.6B0.08%
181
SLG2EURSL GREEN RLTY CORP
160,166$16.2B0.08%
182
NIELSEN HOLDINGS PLC
386,960$16.0B0.08%
183
MSGNMSG NETWORK INC
750,000$15.9B0.08%
184
WBC1EURWABCO HLDGS INC
103,492$15.3B0.07%
185
BJRIBJS RESTAURANTS INC
500,000$15.2B0.07%
186
EQREQUITY RESIDENTIAL
227,335$15.0B0.07%
187
DC4DEXCOM INC
301,000$14.7B0.07%
188
INVHINVITATION HOMES INC
649,397$14.7B0.07%
189
AMHAMERICAN HOMES 4 RENT
606,651$13.2B0.06%
190
TOLTOLL BROTHERS INC
313,921$13.0B0.06%
191
RCLROYAL CARIBBEAN CRUISES LTD
109,444$13.0B0.06%
192
REXRREXFORD INDL RLTY INC
442,040$12.7B0.06%
193
SSLSASOL LTD
457,743$12.6B0.06%
194
UHSUNIVERSAL HEALTH SVCS INC
112,785$12.5B0.06%
195
TERRAFORM GLOBAL INC
2,444,797$11.6B0.06%
196
FLOTEK INDUSTRIES INC DEL
2,438,739$11.3B0.05%
197
STAYUSDEXTENDED STAY AMER INC
566,000$11.3B0.05%
198
HPPHUDSON PAC PPTYS INC
312,072$10.5B0.05%
199
ISRGINTUITIVE SURGICAL INC
9,682$10.1B0.05%
200
QTS RLTY TR INC
180,518$9.5B0.04%
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