BAMCO INC /NY/ Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$36.9B

Holdings

327

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (327 positions)

#StockSharesValue% PortfolioType
301
BRK-BBERKSHIRE HATHAWAY INC DEL
1$754.0M2.04%
302
JNJJOHNSON & JOHNSON
3,600$745.0M2.02%
303
PTGXPROTAGONIST THERAPEUTICS INC
8,300$724.0M1.96%
304
GSGOLDMAN SACHS GROUP INC
800$703.0M1.90%
305
THCTENET HEALTHCARE CORP
3,500$695.0M1.88%
306
HDHOME DEPOT INC
2,000$688.0M1.86%
307
QCOMQUALCOMM INC
4,000$684.0M1.85%
308
GRALGRAIL INC
7,713$660.0M1.79%
309
EFXEQUIFAX INC
2,865$621.0M1.68%
310
KMXCARMAX INC
10,875$420.0M1.14%
311
TROWPRICE T ROWE GROUP INC
4,000$409.0M1.11%
312
FLUTFLUTTER ENTMT PLC
1,852$398.0M1.08%
313
NTRANATERA INC
1,652$378.0M1.02%
314
RBRKRUBRIK INC.
4,752$363.0M0.98%
315
CMGCHIPOTLE MEXICAN GRILL INC
8,912$329.0M0.89%
316
HLNEHAMILTON LANE INC
2,113$283.0M0.77%
317
LSCCLATTICE SEMICONDUCTOR CORP
3,827$281.0M0.76%
318
MANHMANHATTAN ASSOCS INC
1,550$268.0M0.73%
319
RYANRYAN SPECIALTY HOLDINGS INC
4,621$238.0M0.64%
320
RDDTREDDIT INC
793$182.0M0.49%
321
BWXTBWX TECHNOLOGIES INC
859$148.0M0.40%
322
SBACSBA COMMUNICATIONS CORP
600$116.0M0.31%
323
BNTXBIONTECH SE
776$73.0M0.20%
324
RACEFERRARI N V
98$36.0M0.10%
325
WSOWATSCO INC
103$34.0M0.09%
326
ORCLORACLE CORP
19$3.0M0.01%
327
PIIMPINJ INC
19$3.0M0.01%
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