BAMCO INC /NY/ Q3 2018 Filing

Filed November 14, 2018

Portfolio Value

$24.1T

Holdings

371

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (371 positions)

#StockSharesValue% PortfolioType
1
MTNVAIL RESORTS INC
4,852,186$1.3T5.52%
2
ITGARTNER INC
6,940,757$1.1T4.56%
3
CSGPCOSTAR GROUP INC
2,470,055$1.0T4.31%
4
IDXXIDEXX LABS INC
4,160,912$1.0T4.30%
5
ACGLARCH CAP GROUP LTD
23,360,933$696.4B2.88%
6
GWREGUIDEWIRE SOFTWARE INC
6,528,904$659.5B2.73%
7
FDSFACTSET RESH SYS INC
2,863,740$640.6B2.65%
8
AKXANSYS INC
2,487,261$464.3B1.92%
9
TSLATESLA MOTORS INC
1,662,469$440.2B1.82%
10
CHHCHOICE HOTELS INTL INC
4,814,823$401.1B1.66%
11
MSCIMSCI INC
2,193,178$389.1B1.61%
12
BFAMBRIGHT HORIZONS FAM SOL IN D
3,241,125$381.9B1.58%
13
HHYATT HOTELS CORP
4,662,956$371.1B1.54%
14
GLPIGAMING & LEISURE PPTYS INC
10,429,965$367.7B1.52%
15
SSNCSS&C TECHNOLOGIES HOLDINGS INC
6,241,437$354.7B1.47%
16
VACMARRIOTT VACATIONS WORLDWIDE C
3,091,578$345.5B1.43%
17
MTDMETTLER TOLEDO INTERNATIONAL
560,936$341.6B1.42%
18
SCHWSCHWAB CHARLES CORP NEW
6,447,740$316.9B1.31%
19
MANUMANCHESTER UNITED PLC NEW
13,993,884$314.9B1.30%
20
TECHBIO TECHNE CORP
1,509,224$308.0B1.28%
21
PRIPRIMERICA INC
2,512,755$302.9B1.25%
22
WIXWIX COM LTD
2,040,817$244.3B1.01%
23
DEIDOUGLAS EMMETT INC
6,070,548$229.0B0.95%
24
RRRRED ROCK RESORTS INC
8,260,501$220.1B0.91%
25
PENNPENN NATL GAMING INC
6,451,449$212.4B0.88%
26
IRDMIRIDIUM COMMUNICATIONS INC
9,227,152$207.6B0.86%
27
2U INC
2,664,085$200.3B0.83%
28
WSTWEST PHARMACEUTICAL SVSC INC
1,611,833$199.0B0.82%
29
BABAALIBABA GROUP HLDG LTD
1,185,300$195.3B0.81%
30
SBACSBA COMMUNICATIONS CORP
1,190,387$191.2B0.79%
31
MORNMORNINGSTAR INC
1,457,606$183.5B0.76%
32
VRSKVERISK ANALYTICS INC
1,453,017$175.2B0.73%
33
ULTIMATE SOFTWARE GROUP INC
530,368$170.9B0.71%
34
BNFTEURBENEFITFOCUS INC
4,169,936$168.7B0.70%
35
MMSMAXIMUS INC
2,432,902$158.3B0.66%
36
TDOCTELADOC INC
1,797,000$155.2B0.64%
37
TREXTREX CO INC
1,988,647$153.1B0.63%
38
TTDTHE TRADE DESK INC
995,967$150.3B0.62%
39
ILMNILLUMINA INC
406,960$149.4B0.62%
40
PINNACLE ENTMT INC
4,213,056$141.9B0.59%
41
ASGNON ASSIGNMENT INC
1,710,100$135.0B0.56%
42
WCNWASTE CONNECTIONS INC
1,650,000$131.6B0.55%
43
T7DTRANSDIGM GROUP INC
350,000$130.3B0.54%
44
CISION LTD
7,591,547$127.5B0.53%
45
EQIXEQUINIX INC
290,261$125.7B0.52%
46
AREALEXANDRIA REAL ESTATE EQ IN
994,887$125.1B0.52%
47
ICLRICON PLC
805,071$123.8B0.51%
48
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,665,112$117.7B0.49%
49
ACXIOM CORP
2,346,201$115.9B0.48%
50
SITESITEONE LANDSCAPE SUPPLY INC
1,464,803$110.4B0.46%
51
GTT COMMUNICATIONS INC
2,500,000$108.5B0.45%
52
VRSNVERISIGN INC
677,418$108.5B0.45%
53
CNSCOHEN & STEERS INC
2,669,281$108.4B0.45%
54
ALAIR LEASE CORP
2,359,072$108.2B0.45%
55
PRAHPRA HEALTH SCIENCES INC
954,364$105.2B0.44%
56
JBTJOHN BEAN TECHNOLOGIES CORP
873,300$104.2B0.43%
57
MCMOELIS & CO
1,895,615$103.9B0.43%
58
CGNXCOGNEX CORP
1,850,000$103.3B0.43%
59
HQYHEALTHEQUITY INC
1,054,136$99.5B0.41%
60
PBRPETROLEO BRASILEIRO SA PETRO
7,912,703$95.5B0.40%
61
AMZNAMAZON COM INC
47,563$95.3B0.39%
62
AZPNUSDASPEN TECHNOLOGY INC
825,400$94.0B0.39%
63
TRUTRANSUNION
1,270,316$93.5B0.39%
64
FMXFOMENTO ECONOMICO MEXICANO S
920,734$91.1B0.38%
65
KNSLKINSALE CAP GROUP INC
1,421,563$90.8B0.38%
66
WPWORLDPAY INC
894,290$90.6B0.38%
67
WEXWEX INC
450,000$90.3B0.37%
68
BEBLOOM ENERGY CORP
2,625,207$89.5B0.37%
69
ZGZILLOW GROUP INC
2,009,600$88.8B0.37%
70
ALTREURALTAIR ENGR INC
2,024,757$88.0B0.36%
71
UNVREURUNIVAR INC
2,750,000$84.3B0.35%
72
BIDUNBAIDU INC
360,698$82.5B0.34%
73
DAYCERIDIAN HCM HLDG INC
1,946,170$81.8B0.34%
74
FLT1EURFLEETCOR TECHNOLOGIES INC
357,693$81.5B0.34%
75
OLLIOLLIES BARGAIN OUTLT HLDGS INC
835,997$80.3B0.33%
76
OAKTREE CAP GROUP LLC
1,917,596$79.4B0.33%
77
PAGSPAGSEGURO DIGITAL LTD
2,820,585$78.0B0.32%
78
SHUTTERFLY INC
1,175,000$77.4B0.32%
79
COLDAMERICOLD RLTY TR
3,093,116$77.4B0.32%
80
FASTFASTENAL CO
1,325,176$76.9B0.32%
81
ROPROPER INDUSTRIES INC NEW
254,174$75.3B0.31%
82
PEGAPEGASYSTEMS INC
1,194,660$74.8B0.31%
83
MOMOUSDMOMO INC
1,679,574$73.6B0.30%
84
YPFYPF SOCIEDAD ANONIMA
4,752,834$73.4B0.30%
85
CGCARLYLE GROUP L P
3,247,527$73.2B0.30%
86
CBRECBRE GROUP INC
1,637,957$72.2B0.30%
87
MSGSMADISON SQUARE GARDEN CO
225,236$71.0B0.29%
88
MRCYMERCURY SYS INC
1,276,800$70.6B0.29%
89
LFUSLITTELFUSE INC
354,395$70.1B0.29%
90
BKNGBOOKING HLDGS INC
35,304$70.0B0.29%
91
AMXNAMERICA MOVIL SAB DE CV
4,357,393$70.0B0.29%
92
IEXIDEX CORP
455,548$68.6B0.28%
93
HUDSON LTD
3,000,000$67.7B0.28%
94
NBISYANDEX N V
2,031,973$66.8B0.28%
95
VEEVVEEVA SYS INC
611,339$66.6B0.28%
96
UAAUNDER ARMOUR INC
3,109,761$66.0B0.27%
97
AFWALIGN TECHNOLOGY INC
162,054$63.4B0.26%
98
CHDCHURCH & DWIGHT INC
1,050,767$62.4B0.26%
99
ALXALEXANDERS INC
176,476$60.6B0.25%
100
TFXTELEFLEX INC
220,254$58.6B0.24%
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