BAMCO INC /NY/ Q4 2021 Filing

Filed February 14, 2022

Portfolio Value

$47.1T

Holdings

404

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (404 positions)

#StockSharesValue% PortfolioType
1
TSLATESLA MOTORS INC
5,793,603$6.1T12.99%
2
ITGARTNER INC
5,337,296$1.8T3.79%
3
IDXXIDEXX LABS INC
2,527,511$1.7T3.53%
4
CSGPCOSTAR GROUP INC
18,498,791$1.5T3.10%
5
MTNVAIL RESORTS INC
4,393,280$1.4T3.06%
6
MSCIMSCI INC
2,140,588$1.3T2.78%
7
FDSFACTSET RESH SYS INC
2,657,480$1.3T2.74%
8
ACGLARCH CAP GROUP LTD
21,532,452$957.1B2.03%
9
AKXANSYS INC
2,033,805$815.8B1.73%
10
TECHBIO TECHNE CORP
1,482,953$767.2B1.63%
11
CHHCHOICE HOTELS INTL INC
4,630,852$722.4B1.53%
12
GWREGUIDEWIRE SOFTWARE INC
5,897,971$669.6B1.42%
13
MTDMETTLER TOLEDO INTERNATIONAL
375,094$636.6B1.35%
14
RIVNRIVIAN AUTOMOTIVE INC
5,839,998$589.7B1.25%
15
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,623,225$556.2B1.18%
16
IRDMIRIDIUM COMMUNICATIONS INC
13,401,739$553.4B1.17%
17
PENNPENN NATL GAMING INC
10,665,535$553.0B1.17%
18
WSTWEST PHARMACEUTICAL SVSC INC
1,177,521$552.3B1.17%
19
SCHWSCHWAB CHARLES CORP NEW
6,520,260$548.4B1.16%
20
HHYATT HOTELS CORP
5,460,700$523.7B1.11%
21
KNSLKINSALE CAP GROUP INC
2,111,106$502.2B1.07%
22
VACMARRIOTT VACATIONS WORLDWIDE C
2,941,647$497.1B1.05%
23
TREXTREX CO INC
3,308,290$446.7B0.95%
24
GLPIGAMING & LEISURE PPTYS INC
8,750,213$425.8B0.90%
25
RRRRED ROCK RESORTS INC
7,575,730$416.7B0.88%
26
MORNMORNINGSTAR INC
1,208,920$413.4B0.88%
27
DAVAENDAVA PLC
2,356,691$395.7B0.84%
28
GOOGALPHABET INC
115,587$334.5B0.71%
29
DAYCERIDIAN HCM HLDG INC
3,114,547$325.3B0.69%
30
PRIPRIMERICA INC
2,085,776$319.7B0.68%
31
BFAMBRIGHT HORIZONS FAM SOL IN D
2,511,344$316.1B0.67%
32
AMZNAMAZON COM INC
90,232$300.9B0.64%
33
AREALEXANDRIA REAL ESTATE EQ IN
1,303,969$290.7B0.62%
34
SBACSBA COMMUNICATIONS CORP
718,748$279.6B0.59%
35
SHOPSHOPIFY INC
201,593$277.7B0.59%
36
GTMZOOMINFO TECHNOLOGIES INC
4,301,383$276.1B0.59%
37
SSNCSS&C TECHNOLOGIES HOLDINGS INC
3,355,371$275.1B0.58%
38
CNSCOHEN & STEERS INC
2,916,298$269.8B0.57%
39
VRSKVERISK ANALYTICS INC
1,174,750$268.7B0.57%
40
EPAMEPAM SYS INC
397,382$265.6B0.56%
41
SPOTSPOTIFY TECHNOLOGY S A
1,115,858$261.1B0.55%
42
SITESITEONE LANDSCAPE SUPPLY INC
1,058,011$256.3B0.54%
43
BABAALIBABA GROUP HLDG LTD
2,130,954$253.1B0.54%
44
ICLRICON PLC
792,531$245.4B0.52%
45
FNDFLOOR & DECOR HLDGS INC
1,837,283$238.9B0.51%
46
IBPINSTALLED BLDG PRODS INC
1,590,496$222.2B0.47%
47
VEEVVEEVA SYS INC
820,814$209.7B0.44%
48
DC4DEXCOM INC
380,888$204.5B0.43%
49
WIXWIX COM LTD
1,295,414$204.4B0.43%
50
DEIDOUGLAS EMMETT INC
5,927,512$198.6B0.42%
51
ASGNASGN INC
1,604,458$198.0B0.42%
52
ARGXARGENX SE
563,535$197.3B0.42%
53
BYDBOYD GAMING CORP
2,996,840$196.5B0.42%
54
TRUTRANSUNION
1,644,208$195.0B0.41%
55
AZPNUSDASPEN TECHNOLOGY INC
1,247,952$189.9B0.40%
56
RNGRINGCENTRAL INC
989,096$185.3B0.39%
57
ILMNILLUMINA INC
479,794$182.5B0.39%
58
MSFTMICROSOFT CORP
538,163$181.0B0.38%
59
VRSNVERISIGN INC
663,767$168.5B0.36%
60
BAMBROOKFIELD ASSET MGMT INC
2,636,287$159.2B0.34%
61
PEGAPEGASYSTEMS INC
1,415,130$158.2B0.34%
62
VRTVERTIV HOLDINGS CO
6,250,000$156.1B0.33%
63
CLVTCLARIVATE ANALYTICS PLC
6,504,664$153.0B0.32%
64
TTDTHE TRADE DESK INC
1,580,361$144.8B0.31%
65
NVDANVIDIA CORP
490,268$144.2B0.31%
66
ROPROPER INDUSTRIES INC NEW
288,438$141.9B0.30%
67
MANUMANCHESTER UNITED PLC NEW
9,764,453$139.0B0.29%
68
BWINBRP GROUP INC
3,834,077$138.4B0.29%
69
HLIHOULIHAN LOKEY INC
1,303,376$134.9B0.29%
70
CGCARLYLE GROUP INC
2,450,292$134.5B0.29%
71
EQIXEQUINIX INC
155,555$131.6B0.28%
72
CBRECBRE GROUP INC
1,183,196$128.4B0.27%
73
ALTREURALTAIR ENGR INC
1,635,056$126.4B0.27%
74
MKTXMARKETAXESS HLDGS INC
294,391$121.1B0.26%
75
MLB1MERCADOLIBRE INC
85,498$115.3B0.24%
76
GHGUARDANT HEALTH INC
1,130,409$113.1B0.24%
77
MRCYMERCURY SYS INC
2,051,385$112.9B0.24%
78
MGMMGM RESORTS INTERNATIONAL
2,455,648$110.2B0.23%
79
REXRREXFORD INDL RLTY INC
1,354,180$109.8B0.23%
80
TRIPTRIPADVISOR INC
3,745,780$102.1B0.22%
81
AVNTAVIENT CORPORATION
1,800,000$100.7B0.21%
82
COOCOOPER COS INC
240,241$100.6B0.21%
83
CRWDCROWDSTRIKE HLDGS INC
491,485$100.6B0.21%
84
SNOWSNOWFLAKE INC
293,563$99.4B0.21%
85
GDSGDS HLDGS LTD
2,089,057$98.5B0.21%
86
ZLABZAI LAB LTD
1,558,724$98.0B0.21%
87
DTDYNATRACE INC
1,606,101$96.9B0.21%
88
AXNX*AXONICS MODULATION TECHNOLOG
1,689,914$94.6B0.20%
89
COLDAMERICOLD RLTY TR
2,880,022$94.4B0.20%
90
CGNXCOGNEX CORP
1,200,000$93.3B0.20%
91
CDWCDW CORP
446,345$91.4B0.19%
92
IEXIDEX CORP
383,323$90.6B0.19%
93
TWLOTWILIO INC
340,368$89.6B0.19%
94
NVEINUVEI CORPORATION
1,378,299$89.6B0.19%
95
TXG10X GENOMICS INC
599,974$89.4B0.19%
96
APHAMPHENOL CORP NEW
1,017,102$89.0B0.19%
97
INSPINSPIRE MED SYS INC
386,246$88.9B0.19%
98
KTOSKRATOS DEFENSE & SEC SOLUTIO
4,545,725$88.2B0.19%
99
JLLJONES LANG LASALLE INC
324,167$87.3B0.19%
100
WRBYWARBY PARKER INC
1,833,745$85.4B0.18%
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