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
101
FNDFLOOR & DECOR HLDGS INC
1,920,922$58.0B0.24%
102
NCLHNORWEGIAN CRUISE LINE HLDGS
998,113$57.3B0.24%
103
ITUBITAU UNIBANCO HLDG SA
5,110,866$56.1B0.23%
104
LBRDKLIBERTY BROADBAND CORP
654,620$55.2B0.23%
105
HLIHOULIHAN LOKEY INC
1,221,769$54.9B0.23%
106
IBPINSTALLED BLDG PRODS INC
1,407,187$54.9B0.23%
107
WTWWILLIS TOWERS WATSON PUB LTD
380,025$53.6B0.22%
108
7SUSUMMIT MATLS INC
2,932,866$53.3B0.22%
109
EXPEEXPEDIA INC DEL
399,342$52.1B0.22%
110
AMTAMERICAN TOWER CORP
356,936$51.9B0.21%
111
PFGCPERFORMANCE FOOD GROUP CO
1,515,342$50.5B0.21%
112
BYDBOYD GAMING CORP
1,470,401$49.8B0.21%
113
MKTXMARKETAXESS HLDGS INC
274,711$49.0B0.20%
114
PRTY1EURPARTY CITY HOLDCO INC
3,600,000$48.8B0.20%
115
INTERXION HOLDING N.V
724,253$48.7B0.20%
116
FRCBFIRST REP BK SAN FRAN CALI N
506,706$48.6B0.20%
117
LSXMKUSDLIBERTY MEDIA CORP DELAWARE
1,100,000$47.8B0.20%
118
CANTEL MEDICAL CORP
516,030$47.5B0.20%
119
COOCOOPER COS INC
167,769$46.5B0.19%
120
SG7SAGE THERAPEUTICS INC
321,596$45.4B0.19%
121
PLNTPLANET FITNESS INC
822,000$44.4B0.18%
122
YEXTYEXT INC
1,842,863$43.7B0.18%
123
DC4DEXCOM INC
301,661$43.1B0.18%
124
ROLROLLINS INC
709,304$43.0B0.18%
125
CAKECHEESECAKE FACTORY INC
800,000$42.8B0.18%
126
CWHCAMPING WORLD HLDGS INC
2,004,550$42.7B0.18%
127
QLYSQUALYS INC
478,000$42.6B0.18%
128
NEOGNEOGEN CORP
592,794$42.4B0.18%
129
GOOGALPHABET INC
35,279$42.1B0.17%
130
RBCRBC BEARINGS INC
275,000$41.3B0.17%
131
T77LENDINGTREE INC
173,376$39.9B0.17%
132
TROWPRICE T ROWE GROUP INC
356,704$38.9B0.16%
133
HDHOME DEPOT INC
186,924$38.7B0.16%
134
BERYEURBERRY GLOBAL GROUP INC
800,000$38.7B0.16%
135
WINGWINGSTOP INC
560,000$38.2B0.16%
136
ZLABZAI LAB LTD
1,900,431$37.0B0.15%
137
TTCTORO CO
587,417$35.2B0.15%
138
ESNTESSENT GROUP LTD
785,579$34.8B0.14%
139
MGMMGM RESORTS INTERNATIONAL
1,240,965$34.6B0.14%
140
BWXTBWX TECHNOLOGIES INC
552,892$34.6B0.14%
141
TIFEURTIFFANY & CO NEW
268,050$34.6B0.14%
142
SUN HYDRAULICS CORP
615,000$33.7B0.14%
143
CDWCDW CORP
373,667$33.2B0.14%
144
OECORION ENGINEERED CARBONS S A
1,000,000$32.1B0.13%
145
NDSNNORDSON CORP
225,000$31.3B0.13%
146
RAVEN INDS INC
672,000$30.7B0.13%
147
AAPLAPPLE INC
135,376$30.6B0.13%
148
AOSSMITH A O
566,769$30.2B0.13%
149
SSLSASOL LTD
764,281$29.5B0.12%
150
FWONALIBERTY MEDIA CORP DELAWARE
750,000$27.9B0.12%
151
BJRIBJS RESTAURANTS INC
386,191$27.9B0.12%
152
BAMBROOKFIELD ASSET MGMT INC
618,192$27.5B0.11%
153
ZZILLOW GROUP INC
617,717$27.3B0.11%
154
MAMASTERCARD INC
121,910$27.1B0.11%
155
WATWATERS CORP
138,538$27.0B0.11%
156
MGM GROWTH PPTYS LLC
906,062$26.7B0.11%
157
MSFTMICROSOFT CORP
232,071$26.5B0.11%
158
DKSDICKS SPORTING GOODS INC
731,765$26.0B0.11%
159
LOMALOMA NEGRA CORP
2,933,351$25.9B0.11%
160
GDSGDS HLDGS LTD
701,735$24.7B0.10%
161
VMCVULCAN MATLS CO
211,356$23.5B0.10%
162
METAFACEBOOK INC.
141,951$23.3B0.10%
163
CPACOPA HOLDINGS SA
291,881$23.3B0.10%
164
CXOEURCONCHO RES INC
150,579$23.0B0.10%
165
VVISA INC
150,582$22.6B0.09%
166
EMERALD EXPOSITIONS EVENTS INC
1,350,000$22.2B0.09%
167
AATAMERICAN ASSETS TRUST INC
592,000$22.1B0.09%
168
HGVHILTON GRAND VACATIONS INC
654,905$21.7B0.09%
169
IACIEURIAC INTERACTIVECORP
98,530$21.4B0.09%
170
RCLROYAL CARIBBEAN CRUISES LTD
163,980$21.3B0.09%
171
DNLIDENALI THERAPEUTICS INC
955,402$20.8B0.09%
172
KMXCARMAX INC
261,859$19.6B0.08%
173
ISRGINTUITIVE SURGICAL INC
34,045$19.5B0.08%
174
CBOECBOE HLDGS INC
200,000$19.2B0.08%
175
HLTHILTON WORLDWIDE HLDGS INC
234,047$18.9B0.08%
176
FQIDIGITAL RLTY TR INC
166,907$18.8B0.08%
177
BMABANCO MACRO SA
452,200$18.7B0.08%
178
ATVIEURACTIVISION BLIZZARD INC
221,738$18.4B0.08%
179
CYRUSONE INC
271,922$17.2B0.07%
180
LIBERTY EXPEDIA HOLDINGS
365,000$17.2B0.07%
181
SLG2EURSL GREEN RLTY CORP
171,406$16.7B0.07%
182
VRTXVERTEX PHARMACEUTICALS INC
86,412$16.7B0.07%
183
1RGREV GROUP INC
1,000,000$15.7B0.07%
184
SHWSHERWIN WILLIAMS CO
33,623$15.3B0.06%
185
ARGXARGENX SE
196,740$14.9B0.06%
186
STAYUSDEXTENDED STAY AMER INC
725,252$14.7B0.06%
187
AMHAMERICAN HOMES 4 RENT
667,703$14.6B0.06%
188
HEIHEICO CORP NEW
193,061$14.6B0.06%
189
MARMARRIOTT INTL INC
109,128$14.4B0.06%
190
CDNACAREDX INC
482,133$13.9B0.06%
191
MELLANOX TECHNOLOGIES LTD
189,189$13.9B0.06%
192
PLDPROLOGIS INC
201,431$13.7B0.06%
193
INVHINVITATION HOMES INC
568,897$13.0B0.05%
194
SPLKCHFSPLUNK INC
100,921$12.2B0.05%
195
MYGNMYRIAD GENETICS INC
260,000$12.0B0.05%
196
PDDPINDUODUO INC
447,612$11.8B0.05%
197
NGVTINGEVITY CORP
111,800$11.4B0.05%
198
EAELECTRONIC ARTS INC
94,034$11.3B0.05%
199
INTERSECT ENT INC
393,336$11.3B0.05%
200
EPAMEPAM SYS INC
80,544$11.1B0.05%
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