BAMCO INC /NY/ Q4 2016 Filing

Filed February 14, 2017

Portfolio Value

$17.8B

Holdings

321

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (321 positions)

#StockSharesValue% PortfolioType
1
MTNVAIL RESORTS INC
5,266,892$849.6B4784.11%
2
ITGARTNER INC
7,502,738$758.3B4270.00%
3
ACGLARCH CAP GROUP LTD
8,765,845$756.4B4259.32%
4
IDXXIDEXX LABS INC
5,690,887$667.4B3757.96%
5
CSGPCOSTAR GROUP INC
2,997,945$565.1B3181.98%
6
FDSFACTSET RESH SYS INC
3,216,917$525.7B2960.45%
7
GLPIGAMING & LEISURE PPTYS INC
12,555,853$384.5B2164.90%
8
TSLATESLA MOTORS INC
1,577,529$337.1B1898.22%
9
BFAMBRIGHT HORIZONS FAM SOL IN D
4,687,889$328.2B1848.35%
10
MTDMETTLER TOLEDO INTERNATIONAL
721,363$301.9B1700.19%
11
CHHCHOICE HOTELS INTL INC
4,912,119$275.3B1550.35%
12
AKXANSYS INC
2,920,322$270.1B1520.94%
13
SCHWSCHWAB CHARLES CORP NEW
6,616,406$261.1B1470.54%
14
HHYATT HOTELS CORP
4,559,942$252.0B1418.91%
15
GWREGUIDEWIRE SOFTWARE INC
5,001,845$246.7B1389.40%
16
DEIDOUGLAS EMMETT INC
6,347,994$232.1B1306.86%
17
SSNCSS&C TECHNOLOGIES HOLDINGS INC
8,066,616$230.7B1299.10%
18
MMSMAXIMUS INC
3,955,605$220.7B1242.67%
19
MIDDMIDDLEBY CORP
1,630,491$210.0B1182.65%
20
MANUMANCHESTER UNITED PLC NEW
14,622,085$208.4B1173.30%
21
PRIPRIMERICA INC
2,930,705$202.7B1141.17%
22
VRSKVERISK ANALYTICS INC
2,426,128$196.9B1108.91%
23
MSCIMSCI INC
2,361,984$186.1B1047.80%
24
VACMARRIOTT VACATIONS WORLDWIDE C
2,174,007$184.5B1038.72%
25
WSTWEST PHARMACEUTICAL SVSC INC
2,138,775$181.4B1021.64%
26
SBACSBA COMMUNICATIONS CORP
1,724,009$178.0B1002.44%
27
UAAUNDER ARMOUR INC
5,730,639$166.5B937.42%
28
TECHBIO TECHNE CORP
1,600,092$164.5B926.51%
29
NORD ANGLIA EDUCATION INC
6,851,485$159.6B898.93%
30
FINANCIAL ENGINES INC
4,304,384$158.2B890.75%
31
UAUNDER ARMOUR INC
6,229,353$156.8B882.90%
32
T7DTRANSDIGM GROUP INC
625,000$155.6B876.18%
33
DOOREURMASONITE INTERNATIONAL CORP
2,106,379$138.6B780.46%
34
FLT1EURFLEETCOR TECHNOLOGIES INC
948,446$134.2B755.82%
35
CBRECBRE GROUP INC
4,096,978$129.0B726.48%
36
CHDCHURCH & DWIGHT INC
2,881,950$127.4B717.13%
37
BNFTEURBENEFITFOCUS INC
4,251,416$126.3B711.01%
38
PANERA BREAD CO
614,131$126.0B709.24%
39
AREALEXANDRIA REAL ESTATE EQ IN
1,112,696$123.7B696.30%
40
EQIXEQUINIX INC
335,725$120.0B675.67%
41
WCNWASTE CONNECTIONS INC
1,500,000$117.9B663.81%
42
ULTIMATE SOFTWARE GROUP INC
646,235$117.8B663.56%
43
MORNMORNINGSTAR INC
1,556,884$114.5B644.88%
44
DKSDICKS SPORTING GOODS INC
2,142,071$113.7B640.49%
45
IRDMIRIDIUM COMMUNICATIONS INC
9,373,818$112.1B631.46%
46
BABAALIBABA GROUP HLDG LTD
1,269,948$111.5B627.94%
47
ZGZILLOW GROUP INC
2,891,722$105.4B593.52%
48
AYIACUITY BRANDS INC
450,000$103.9B584.99%
49
CNSCOHEN & STEERS INC
2,936,379$98.7B555.57%
50
ASGNON ASSIGNMENT INC
2,135,800$94.3B531.10%
51
ALXALEXANDERS INC
218,742$93.4B525.79%
52
PENNPENN NATL GAMING INC
6,747,296$93.0B523.94%
53
RRRRED ROCK RESORTS INC
3,900,959$90.5B509.40%
54
FASTFASTENAL CO
1,856,067$87.2B491.01%
55
CSTECAESARSTONE SDOT-YAM LTD
2,991,314$85.7B482.58%
56
ALAIR LEASE CORP
2,479,260$85.1B479.27%
57
CGCARLYLE GROUP L P
5,555,740$84.7B477.09%
58
TREXTREX CO INC
1,303,495$83.9B472.69%
59
CGNXCOGNEX CORP
1,300,000$82.7B465.72%
60
OAKTREE CAP GROUP LLC
2,035,819$76.3B429.89%
61
THSTREEHOUSE FOODS INC
1,012,120$73.1B411.43%
62
KMXCARMAX INC
1,066,632$68.7B386.74%
63
INC RESH HLDGS INC
1,300,000$68.4B385.05%
64
AZPNUSDASPEN TECHNOLOGY INC
1,247,800$68.2B384.20%
65
PINNACLE ENTMT INC
4,637,119$67.2B378.62%
66
ICLRICON PLC
879,550$66.1B372.45%
67
MHKMOHAWK INDUSTRIES INC
329,947$65.9B370.99%
68
MCMOELIS & CO
1,895,730$64.3B361.88%
69
WTWWILLIS TOWERS WATSON PUB LTD
512,641$62.7B352.99%
70
MGMMGM RESORTS INTERNATIONAL
2,163,349$62.4B351.20%
71
BKNGPRICELINE GRP INC
41,982$61.5B346.58%
72
INTERXION HOLDING N.V
1,700,028$59.6B335.72%
73
ILMNILLUMINA INC
456,447$58.4B329.09%
74
PRAHPRA HEALTH SCIENCES INC
1,043,389$57.5B323.85%
75
BAHBOOZ ALLEN HAMILTON HLDG COR
1,575,240$56.8B319.95%
76
SITESITEONE LANDSCAPE SUPPLY INC
1,619,095$56.2B316.64%
77
7SUSUMMIT MATLS INC
2,350,000$55.9B314.81%
78
ACXIOM CORP
2,071,823$55.5B312.66%
79
ELECTRONICS FOR IMAGING INC
1,250,000$54.8B308.72%
80
HSICHENRY SCHEIN INC
359,595$54.6B307.19%
81
HQYHEALTHEQUITY INC
1,313,864$53.2B299.78%
82
LFUSLITTELFUSE INC
350,765$53.2B299.77%
83
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,845,194$53.0B298.72%
84
SMART & FINAL STORES INC
3,683,761$51.9B292.48%
85
VRSNVERISIGN INC
682,566$51.9B292.38%
86
RBCRBC BEARINGS INC
552,200$51.3B288.59%
87
FRCBFIRST REP BK SAN FRAN CALI N
552,814$50.9B286.82%
88
INOVALON HLDGS INC
4,932,506$50.8B286.08%
89
WEXWEX INC
450,000$50.2B282.79%
90
DC4DEXCOM INC
839,027$50.1B282.06%
91
UNVREURUNIVAR INC
1,725,000$48.9B275.57%
92
NCLHNORWEGIAN CRUISE LINE HLDGS
1,143,371$48.6B273.82%
93
CPACOPA HOLDINGS SA
524,280$47.6B268.15%
94
RHIROBERT HALF INTL INC
966,792$47.2B265.56%
95
AMTAMERICAN TOWER CORP
442,763$46.8B263.48%
96
ROPROPER INDUSTRIES INC NEW
253,718$46.5B261.57%
97
COOCOOPER COS INC
264,731$46.3B260.77%
98
CANTEL MEDICAL CORP
575,000$45.3B254.98%
99
HLTHILTON WORLDWIDE HLDGS INC
1,640,050$44.6B251.19%
100
WABWABTEC CORP
534,184$44.3B249.72%
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