BAMCO INC /NY/ Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$37.5B

Holdings

330

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (330 positions)

#StockSharesValue% PortfolioType
101
AXONAXON ENTERPRISE INC
285,820$73.8M0.20%
102
CRWDCROWDSTRIKE HLDGS INC
288,595$73.7M0.20%
103
AFYAAFYA LTD
3,277,281$71.9M0.19%
104
AVNTAVIENT CORPORATION
1,700,000$70.7M0.19%
105
MRCYMERCURY SYS INC
1,893,154$69.2M0.18%
106
TRUTRANSUNION
1,002,672$68.9M0.18%
107
WYNNWYNN RESORTS LTD
750,175$68.3M0.18%
108
NOWSERVICENOW INC
96,261$68.0M0.18%
109
XPXP INC
2,547,325$66.4M0.18%
110
LVSLAS VEGAS SANDS CORP
1,288,142$63.4M0.17%
111
AMTAMERICAN TOWER CORP
292,913$63.2M0.17%
112
DDOGDATADOG INC
519,344$63.0M0.17%
113
CGNXCOGNEX CORP
1,500,000$62.6M0.17%
114
FAFIRST ADVANTAGE CORP NEW
3,750,000$62.1M0.17%
115
WELLWELLTOWER INC
684,515$61.7M0.16%
116
BAPCREDICORP LTD
409,061$61.3M0.16%
117
IBKRINTERACTIVE BROKERS GROUP IN
737,534$61.1M0.16%
118
NUNU HLDGS LTD
7,315,070$60.9M0.16%
119
FOXFFOX FACTORY HLDG CORP
900,000$60.7M0.16%
120
FQIDIGITAL RLTY TR INC
443,270$59.7M0.16%
121
SSNCSS&C TECHNOLOGIES HOLDINGS INC
969,764$59.3M0.16%
122
SSENTINELONE INC
2,069,109$56.8M0.15%
123
CYBRCYBERARK SOFTWARE LTD
256,431$56.2M0.15%
124
WCNWASTE CONNECTIONS INC
375,000$56.0M0.15%
125
AEISADVANCED ENERGY INDS
512,921$55.9M0.15%
126
ISRGINTUITIVE SURGICAL INC
165,251$55.7M0.15%
127
MAMASTERCARD INC
124,600$53.1M0.14%
128
HQYHEALTHEQUITY INC
800,000$53.0M0.14%
129
UTZUTZ BRANDS INC
3,250,000$52.8M0.14%
130
JBTJOHN BEAN TECHNOLOGIES CORP
525,000$52.2M0.14%
131
RIVNRIVIAN AUTOMOTIVE INC
2,151,964$50.5M0.13%
132
CZRCAESARS ENTERTAINMENT INC NE
1,059,221$49.7M0.13%
133
WEXWEX INC
253,300$49.3M0.13%
134
BNBROOKFIELD CORP
1,207,219$48.4M0.13%
135
BASECOUCHBASE INC
2,136,704$48.1M0.13%
136
SPTSPROUT SOCIAL INC
775,000$47.6M0.13%
137
BZKANZHUN LIMITED
2,822,145$46.9M0.12%
138
HEIHEICO CORP
316,621$45.1M0.12%
139
VVISA INC
169,321$44.1M0.12%
140
VRNSVARONIS SYS INC
973,539$44.1M0.12%
141
LOWLOWES COS INC
196,777$43.8M0.12%
142
DTDYNATRACE INC
785,194$42.9M0.11%
143
INSPINSPIRE MED SYS INC
211,000$42.9M0.11%
144
GOOGALPHABET INC
297,873$42.0M0.11%
145
SBACSBA COMMUNICATIONS CORP
165,459$42.0M0.11%
146
JLLJONES LANG LASALLE INC
220,315$41.6M0.11%
147
MSGSMADISON SQUARE GRDN SPRT COR
225,000$40.9M0.11%
148
EWCZEUROPEAN WAX CTR INC
3,000,000$40.8M0.11%
149
ZLABZAI LAB LTD
1,490,874$40.7M0.11%
150
ASMLASML HOLDING N V
53,495$40.5M0.11%
151
GDYNGRID DYNAMICS HLDGS INC
3,000,000$40.0M0.11%
152
NARIUSDINARI MED INC
610,152$39.6M0.11%
153
PARPAR TECHNOLOGY CORP
893,083$38.9M0.10%
154
POOLPOOL CORPORATION
96,973$38.7M0.10%
155
INVHINVITATION HOMES INC
1,105,361$37.7M0.10%
156
ILMNILLUMINA INC
268,341$37.4M0.10%
157
EDGGOLD FIELDS LTD
2,484,040$35.9M0.10%
158
TWTRADEWEB MKTS INC
389,479$35.4M0.09%
159
ODDODDITY TECH LTD
757,416$35.2M0.09%
160
DHDEFINITIVE HEALTHCARE CORP
3,491,471$34.7M0.09%
161
EQREQUITY RESIDENTIAL
564,429$34.5M0.09%
162
ESNTESSENT GROUP LTD
642,842$33.9M0.09%
163
SMARGBPSMARTSHEET INC
707,035$33.8M0.09%
164
MEGMONTROSE ENVIRONMENTAL GROUP
1,051,494$33.8M0.09%
165
RPAYREPAY HLDGS CORP
3,913,000$33.4M0.09%
166
FWONALIBERTY MEDIA CORP DEL
893,458$33.4M0.09%
167
XYZBLOCK INC
427,043$33.0M0.09%
168
TXRHTEXAS ROADHOUSE INC
269,898$33.0M0.09%
169
BAHBOOZ ALLEN HAMILTON HLDG COR
255,932$32.7M0.09%
170
YUMCYUM CHINA HLDGS INC
763,903$32.4M0.09%
171
AMDADVANCED MICRO DEVICES INC
216,998$32.0M0.09%
172
SITMSITIME CORP
258,516$31.6M0.08%
173
HLTHILTON WORLDWIDE HLDGS INC
173,317$31.6M0.08%
174
RCKTROCKET PHARMACEUTICALS INC
1,052,501$31.5M0.08%
175
MCMOELIS & CO
547,747$30.7M0.08%
176
WIXWIX COM LTD
247,465$30.4M0.08%
177
AMHAMERICAN HOMES 4 RENT
830,133$29.9M0.08%
178
HEIHEICO CORP
162,433$29.1M0.08%
179
BAMBROOKFIELD ASSET MANAGMT LTD
698,184$28.0M0.07%
180
SHLSSHOALS TECHNOLOGIES GROUP IN
1,800,000$28.0M0.07%
181
WDAYWORKDAY INC
98,768$27.3M0.07%
182
MANUMANCHESTER UTD PLC NEW
1,329,119$27.1M0.07%
183
NVTSNAVITAS SEMICONDUCTOR CORP
3,318,895$26.8M0.07%
184
UNHUNITEDHEALTH GROUP INC
50,236$26.4M0.07%
185
EGPEASTGROUP PPTYS INC
142,733$26.2M0.07%
186
LPLALPL FINL HLDGS INC
113,854$25.9M0.07%
187
COLDAMERICOLD RLTY TR
850,000$25.7M0.07%
188
STVNSTEVANATO GROUP S P A
940,086$25.7M0.07%
189
BNTXBIONTECH SE
242,348$25.6M0.07%
190
ZSZSCALER INC
115,279$25.5M0.07%
191
WTWWILLIS TOWERS WATSON PUB LTD
103,757$25.0M0.07%
192
DRVNDRIVEN BRANDS HLDGS INC
1,750,000$25.0M0.07%
193
HLLYHOLLEY INC
5,000,000$24.4M0.06%
194
GLOBGLOBANT S A
96,717$23.0M0.06%
195
MPWRMONOLITHIC PWR SYS INC
35,693$22.5M0.06%
196
HUBSHUBSPOT INC
38,767$22.5M0.06%
197
FBINFORTUNE BRANDS HOME & SEC IN
292,112$22.2M0.06%
198
VCYTVERACYTE INC
762,806$21.0M0.06%
199
NVMINOVA LTD
148,594$20.4M0.05%
200
LLYLILLY ELI & CO
34,592$20.2M0.05%
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