BAMCO INC /NY/ Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$34.4B

Holdings

334

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (334 positions)

#StockSharesValue% PortfolioType
101
MRCYMERCURY SYS INC
1,674,236$62.1M0.18%
102
RIVNRIVIAN AUTOMOTIVE INC
2,531,751$61.5M0.18%
103
PWRQUANTA SVCS INC
326,475$61.1M0.18%
104
CGCARLYLE GROUP INC
2,016,330$60.8M0.18%
105
AVNTAVIENT CORPORATION
1,700,000$60.0M0.17%
106
BAPCREDICORP LTD
465,965$59.6M0.17%
107
WYNNWYNN RESORTS LTD
644,474$59.6M0.17%
108
NETCLOUDFLARE INC
939,529$59.2M0.17%
109
PLNTPLANET FITNESS INC
1,200,000$59.0M0.17%
110
JBIJANUS INTERNATIONAL GROUP IN
5,500,000$58.9M0.17%
111
HQYHEALTHEQUITY INC
800,000$58.4M0.17%
112
MAMASTERCARD INC
146,650$58.1M0.17%
113
CRWDCROWDSTRIKE HLDGS INC
345,969$57.9M0.17%
114
AXONAXON ENTERPRISE INC
279,783$55.7M0.16%
115
JBTJOHN BEAN TECHNOLOGIES CORP
525,000$55.2M0.16%
116
YUMCYUM CHINA HLDGS INC
986,502$55.0M0.16%
117
SSNCSS&C TECHNOLOGIES HOLDINGS INC
1,026,433$53.9M0.16%
118
WCNWASTE CONNECTIONS INC
400,000$53.7M0.16%
119
AFYAAFYA LTD
3,365,508$53.2M0.15%
120
AEISADVANCED ENERGY INDS
514,408$53.0M0.15%
121
DDOGDATADOG INC
572,935$52.2M0.15%
122
WELLWELLTOWER INC
634,145$51.9M0.15%
123
FAFIRST ADVANTAGE CORP NEW
3,750,000$51.7M0.15%
124
ISRGINTUITIVE SURGICAL INC
168,401$49.2M0.14%
125
INSPINSPIRE MED SYS INC
244,736$48.6M0.14%
126
IBKRINTERACTIVE BROKERS GROUP IN
555,818$48.1M0.14%
127
WEXWEX INC
253,200$47.6M0.14%
128
XPXP INC
2,046,759$47.2M0.14%
129
BZKANZHUN LIMITED
3,050,770$46.3M0.13%
130
MRNAMODERNA INC
426,869$44.1M0.13%
131
UTZUTZ BRANDS INC
3,250,000$43.6M0.13%
132
PARPAR TECHNOLOGY CORP
1,108,418$42.7M0.12%
133
LVSLAS VEGAS SANDS CORP
880,357$40.4M0.12%
134
CYBRCYBERARK SOFTWARE LTD
244,291$40.0M0.12%
135
MSGSMADISON SQUARE GRDN SPRT COR
225,000$39.7M0.12%
136
HEIHEICO CORP
304,959$39.4M0.11%
137
SPTSPROUT SOCIAL INC
775,000$38.7M0.11%
138
ZLABZAI LAB LTD
1,579,349$38.4M0.11%
139
STNESTONECO LTD
3,540,424$37.8M0.11%
140
VVISA INC
163,795$37.7M0.11%
141
BASECOUCHBASE INC
2,148,762$36.9M0.11%
142
GDYNGRID DYNAMICS HLDGS INC
3,000,000$36.5M0.11%
143
NARIUSDINARI MED INC
557,937$36.5M0.11%
144
INVHINVITATION HOMES INC
1,149,946$36.4M0.11%
145
LOWLOWES COS INC
167,682$34.9M0.10%
146
POOLPOOL CORPORATION
94,673$33.7M0.10%
147
JLLJONES LANG LASALLE INC
238,655$33.7M0.10%
148
GOOGALPHABET INC
249,398$32.9M0.10%
149
SHLSSHOALS TECHNOLOGIES GROUP IN
1,800,000$32.9M0.10%
150
DTDYNATRACE INC
694,360$32.4M0.09%
151
ASMLASML HOLDING N V
54,800$32.3M0.09%
152
COLDAMERICOLD RLTY TR
1,056,048$32.1M0.09%
153
SKINTHE BEAUTY HEALTH COMPANY
5,318,352$32.0M0.09%
154
TWTRADEWEB MKTS INC
389,479$31.2M0.09%
155
NUNU HLDGS LTD
4,290,135$31.1M0.09%
156
ESNTESSENT GROUP LTD
643,242$30.4M0.09%
157
CZRCAESARS ENTERTAINMENT INC NE
646,587$30.0M0.09%
158
RPAYREPAY HLDGS CORP
3,914,000$29.7M0.09%
159
VRNSVARONIS SYS INC
972,009$29.7M0.09%
160
MEGMONTROSE ENVIRONMENTAL GROUP
1,009,837$29.5M0.09%
161
BAHBOOZ ALLEN HAMILTON HLDG COR
270,328$29.5M0.09%
162
SITMSITIME CORP
257,445$29.4M0.09%
163
SSENTINELONE INC
1,735,000$29.3M0.08%
164
AMHAMERICAN HOMES 4 RENT
858,820$28.9M0.08%
165
ILMNILLUMINA INC
210,010$28.8M0.08%
166
FWONALIBERTY MEDIA CORP DEL
891,511$28.6M0.08%
167
SMARGBPSMARTSHEET INC
706,636$28.6M0.08%
168
TXRHTEXAS ROADHOUSE INC
296,213$28.5M0.08%
169
DHDEFINITIVE HEALTHCARE CORP
3,503,924$28.0M0.08%
170
FOXFFOX FACTORY HLDG CORP
275,000$27.2M0.08%
171
ETWOGBPE2OPEN PARENT HOLDINGS INC
6,000,000$27.2M0.08%
172
EGPEASTGROUP PPTYS INC
162,884$27.1M0.08%
173
WTWWILLIS TOWERS WATSON PUB LTD
127,574$26.7M0.08%
174
LPLALPL FINL HLDGS INC
110,354$26.2M0.08%
175
STVNSTEVANATO GROUP S P A
856,755$25.5M0.07%
176
EDGGOLD FIELDS LTD
2,300,796$25.0M0.07%
177
HLLYHOLLEY INC
5,000,000$24.9M0.07%
178
BILLBILL COM HLDGS INC
229,057$24.9M0.07%
179
MCMOELIS & CO
550,152$24.8M0.07%
180
WIXWIX COM LTD
270,173$24.8M0.07%
181
UNHUNITEDHEALTH GROUP INC
46,042$23.2M0.07%
182
NVTSNAVITAS SEMICONDUCTOR CORP
3,336,664$23.2M0.07%
183
MANUMANCHESTER UTD PLC NEW
1,169,398$23.1M0.07%
184
RCKTROCKET PHARMACEUTICALS INC
1,108,017$22.7M0.07%
185
EPAMEPAM SYS INC
86,689$22.2M0.06%
186
DRVNDRIVEN BRANDS HLDGS INC
1,750,000$22.0M0.06%
187
BAMBROOKFIELD ASSET MANAGMT LTD
645,990$21.5M0.06%
188
AMDADVANCED MICRO DEVICES INC
208,910$21.5M0.06%
189
HLTHILTON WORLDWIDE HLDGS INC
141,757$21.3M0.06%
190
GLOBGLOBANT S A
105,951$21.0M0.06%
191
WDAYWORKDAY INC
97,465$20.9M0.06%
192
LFUSLITTELFUSE INC
83,236$20.6M0.06%
193
HEIHEICO CORP
125,993$20.4M0.06%
194
CLVTCLARIVATE ANALYTICS PLC
3,000,000$20.1M0.06%
195
LULUFAX HOLDING LTD
18,416,696$19.5M0.06%
196
TROWPRICE T ROWE GROUP INC
185,520$19.5M0.06%
197
FBINFORTUNE BRANDS HOME & SEC IN
312,752$19.4M0.06%
198
ZSZSCALER INC
123,968$19.3M0.06%
199
MKTXMARKETAXESS HLDGS INC
88,817$19.0M0.06%
200
LLYLILLY ELI & CO
34,592$18.6M0.05%
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