BAMCO INC /NY/ Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$44.1T

Holdings

397

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (397 positions)

#StockSharesValue% PortfolioType
1
TSLATESLA MOTORS INC
6,016,608$4.7T10.57%
2
ITGARTNER INC
5,469,633$1.7T3.76%
3
IDXXIDEXX LABS INC
2,593,065$1.6T3.65%
4
CSGPCOSTAR GROUP INC
18,639,739$1.6T3.63%
5
MTNVAIL RESORTS INC
4,405,961$1.5T3.33%
6
MSCIMSCI INC
2,169,552$1.3T2.99%
7
FDSFACTSET RESH SYS INC
2,650,277$1.0T2.37%
8
ACGLARCH CAP GROUP LTD
21,194,167$809.2B1.83%
9
PENNPENN NATL GAMING INC
10,415,512$754.7B1.71%
10
TECHBIO TECHNE CORP
1,493,878$723.9B1.64%
11
AKXANSYS INC
2,066,854$703.7B1.59%
12
GWREGUIDEWIRE SOFTWARE INC
5,751,010$683.6B1.55%
13
CHHCHOICE HOTELS INTL INC
4,631,990$585.3B1.33%
14
WSTWEST PHARMACEUTICAL SVSC INC
1,254,099$532.4B1.21%
15
MTDMETTLER TOLEDO INTERNATIONAL
381,273$525.1B1.19%
16
SCHWSCHWAB CHARLES CORP NEW
6,520,345$474.9B1.08%
17
IRDMIRIDIUM COMMUNICATIONS INC
11,632,362$463.6B1.05%
18
VACMARRIOTT VACATIONS WORLDWIDE C
2,759,757$434.2B0.98%
19
HHYATT HOTELS CORP
5,392,998$415.8B0.94%
20
GLPIGAMING & LEISURE PPTYS INC
8,894,012$412.0B0.93%
21
RRRRED ROCK RESORTS INC
7,979,826$408.7B0.93%
22
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,546,219$395.9B0.90%
23
TREXTREX CO INC
3,584,598$365.4B0.83%
24
DAYCERIDIAN HCM HLDG INC
3,124,775$351.9B0.80%
25
BFAMBRIGHT HORIZONS FAM SOL IN D
2,511,169$350.1B0.79%
26
KNSLKINSALE CAP GROUP INC
2,103,399$340.1B0.77%
27
PRIPRIMERICA INC
2,092,304$321.4B0.73%
28
DAVAENDAVA PLC
2,365,265$321.3B0.73%
29
GOOGALPHABET INC
120,430$321.0B0.73%
30
BABAALIBABA GROUP HLDG LTD
2,153,973$318.9B0.72%
31
MORNMORNINGSTAR INC
1,209,419$313.3B0.71%
32
AMZNAMAZON COM INC
88,926$292.1B0.66%
33
WIXWIX COM LTD
1,383,695$271.2B0.61%
34
ZGZILLOW GROUP INC
3,021,287$267.6B0.61%
35
SBACSBA COMMUNICATIONS CORP
790,710$261.4B0.59%
36
RNGRINGCENTRAL INC
1,199,489$260.9B0.59%
37
GTMZOOMINFO TECHNOLOGIES INC
4,243,197$259.6B0.59%
38
AREALEXANDRIA REAL ESTATE EQ IN
1,302,554$248.9B0.56%
39
SSNCSS&C TECHNOLOGIES HOLDINGS INC
3,529,723$245.0B0.55%
40
VEEVVEEVA SYS INC
825,414$237.9B0.54%
41
VRSKVERISK ANALYTICS INC
1,175,029$235.3B0.53%
42
CNSCOHEN & STEERS INC
2,785,724$233.4B0.53%
43
EPAMEPAM SYS INC
403,680$230.3B0.52%
44
SPOTSPOTIFY TECHNOLOGY S A
1,017,115$229.2B0.52%
45
SITESITEONE LANDSCAPE SUPPLY INC
1,125,514$224.5B0.51%
46
ICLRICON PLC
853,686$223.7B0.51%
47
XLRNACCELERON PHARMA INC
1,292,998$222.5B0.50%
48
DC4DEXCOM INC
399,246$218.3B0.49%
49
DEIDOUGLAS EMMETT INC
6,750,440$213.4B0.48%
50
SHOPSHOPIFY INC
152,937$207.3B0.47%
51
MANUMANCHESTER UNITED PLC NEW
10,500,761$203.4B0.46%
52
FNDFLOOR & DECOR HLDGS INC
1,664,622$201.1B0.46%
53
ILMNILLUMINA INC
486,267$197.2B0.45%
54
ZZILLOW GROUP INC
2,114,761$186.4B0.42%
55
TRUTRANSUNION
1,646,788$185.0B0.42%
56
ASGNASGN INC
1,626,714$184.0B0.42%
57
IBPINSTALLED BLDG PRODS INC
1,712,601$183.5B0.42%
58
ARGXARGENX SE
550,666$166.3B0.38%
59
ZLABZAI LAB LTD
1,545,113$162.8B0.37%
60
METAFACEBOOK INC
477,496$162.1B0.37%
61
PEGAPEGASYSTEMS INC
1,255,130$159.5B0.36%
62
AZPNUSDASPEN TECHNOLOGY INC
1,254,555$154.1B0.35%
63
VRTVERTIV HOLDINGS CO
6,349,922$153.0B0.35%
64
SMRTSMARTRENT INC
11,647,629$151.7B0.34%
65
MSFTMICROSOFT CORP
536,801$151.3B0.34%
66
CLVTCLARIVATE ANALYTICS PLC
6,556,550$143.6B0.33%
67
EQIXEQUINIX INC
181,211$143.2B0.32%
68
GHGUARDANT HEALTH INC
1,130,049$141.3B0.32%
69
TRIPTRIPADVISOR INC
4,158,881$140.8B0.32%
70
VRSNVERISIGN INC
663,767$136.1B0.31%
71
GDSGDS HLDGS LTD
2,354,546$133.3B0.30%
72
ROPROPER INDUSTRIES INC NEW
293,438$130.9B0.30%
73
MKTXMARKETAXESS HLDGS INC
309,095$130.0B0.29%
74
TTDTHE TRADE DESK INC
1,843,887$129.6B0.29%
75
BWINBRP GROUP INC
3,888,113$129.4B0.29%
76
BAMBROOKFIELD ASSET MGMT INC
2,409,661$128.9B0.29%
77
MLB1MERCADOLIBRE INC
73,146$122.8B0.28%
78
HLIHOULIHAN LOKEY INC
1,312,872$120.9B0.27%
79
DTDYNATRACE INC
1,639,224$116.3B0.26%
80
CGCARLYLE GROUP INC
2,457,560$116.2B0.26%
81
CBRECBRE GROUP INC
1,183,196$115.2B0.26%
82
ALTREURALTAIR ENGR INC
1,642,084$113.2B0.26%
83
CRWDCROWDSTRIKE HLDGS INC
456,215$112.1B0.25%
84
AXNX*AXONICS MODULATION TECHNOLOG
1,704,434$110.9B0.25%
85
LBRDKLIBERTY BROADBAND CORP
640,453$110.6B0.25%
86
SDGRSCHRODINGER INC
1,927,928$105.4B0.24%
87
STNESTONECO LTD
2,999,096$104.1B0.24%
88
XPXP INC
2,579,240$103.6B0.23%
89
TWLOTWILIO INC
318,858$101.7B0.23%
90
BYDBOYD GAMING CORP
1,592,405$100.7B0.23%
91
COLDAMERICOLD RLTY TR
3,456,126$100.4B0.23%
92
COOCOOPER COS INC
240,241$99.3B0.22%
93
CGNXCOGNEX CORP
1,215,780$97.5B0.22%
94
MRCYMERCURY SYS INC
2,047,169$97.1B0.22%
95
SILK ROAD MEDICAL INC
1,737,233$95.6B0.22%
96
KTOSKRATOS DEFENSE & SEC SOLUTIO
4,278,630$95.5B0.22%
97
NVDANVIDIA CORP
455,317$94.3B0.21%
98
AVLRUSDAVALARA INC
526,200$92.0B0.21%
99
INSPINSPIRE MED SYS INC
390,175$90.9B0.21%
100
NBISYANDEX N V
1,126,717$89.8B0.20%
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