Universe · entity
BAMCO INC /NY/
Institutional manager (13F) · CIK 1017918
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $25.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TESLA INC | $4.4B | 11,933,509 |
| 2 | ARCH CAP GROUP LTD | $1.6B | 16,709,759 |
| 3 | MSCI INC | $1.5B | 2,699,389 |
| 4 | GUIDEWIRE SOFTWARE INC | $987M | 6,597,453 |
| 5 | GARTNER INC | $937M | 5,917,616 |
| 6 | IDEXX LABS INC | $918M | 1,633,367 |
| 7 | HYATT HOTELS CORP | $912M | 6,341,673 |
| 8 | FIGS INC | $886M | 59,959,449 |
| 9 | FACTSET RESH SYS INC | $815M | 3,756,587 |
| 10 | CHOICE HOTELS INTL INC | $796M | 7,690,494 |
| 11 | RED ROCK RESORTS INC | $716M | 13,412,846 |
| 12 | SCHWAB CHARLES CORP | $701M | 7,464,316 |
| 13 | KINSALE CAP GROUP INC | $693M | 2,027,765 |
| 14 | COSTAR GROUP INC | $658M | 16,314,175 |
| 15 | VAIL RESORTS INC | $647M | 5,043,533 |
| 16 | SPOTIFY TECHNOLOGY S A | $640M | 1,319,525 |
| 17 | SHOPIFY INC | $560M | 4,718,230 |
| 18 | NVIDIA CORPORATION | $509M | 2,919,758 |
| 19 | VERISK ANALYTICS INC | $477M | 2,511,976 |
| 20 | BIRKENSTOCK HOLDING PLC | $336M | 9,366,068 |
| 21 | ON HLDG AG | $330M | 9,714,605 |
| 22 | VERTIV HOLDINGS CO | $296M | 1,181,144 |
| 23 | SITEONE LANDSCAPE SUPPLY INC | $274M | 2,059,076 |
| 24 | INTERACTIVE BROKERS GROUP IN | $271M | 4,047,376 |
| 25 | AMAZON COM INC | $270M | 1,294,654 |
| 26 | WELLTOWER INC | $266M | 1,344,941 |
| 27 | EQUINIX INC | $239M | 243,975 |
| 28 | PRIMERICA INC | $215M | 860,026 |
| 29 | TAIWAN SEMICONDUCTOR MANUFAC | $215M | 636,267 |
| 30 | AMPHENOL CORP | $210M | 1,659,690 |
| 31 | GDS HLDGS LTD | $185M | 4,597,246 |
| 32 | AIRBNB INC | $182M | 1,441,221 |
| 33 | QUANTA SVCS INC | $179M | 325,840 |
| 34 | WYNN RESORTS LTD | $176M | 1,736,856 |
| 35 | METTLER TOLEDO INTERNATIONAL | $169M | 133,639 |
| 36 | SAMSARA INC | $162M | 5,119,835 |
| 37 | BROADCOM INC | $162M | 523,219 |
| 38 | HOULIHAN LOKEY INC | $152M | 1,061,403 |
| 39 | META PLATFORMS INC | $147M | 256,700 |
| 40 | CBRE GROUP INC | $146M | 1,074,451 |
| 41 | LIBERTY LIVE HOLDINGS INC | $144M | 1,525,473 |
| 42 | PROLOGIS INC. | $141M | 1,065,747 |
| 43 | FORGENT POWER SOLUTIONS INC | $137M | 4,674,583 |
| 44 | LOAR HOLDINGS INC | $136M | 2,366,299 |
| 45 | MORNINGSTAR INC | $128M | 759,515 |
| 46 | TOLL BROTHERS INC | $127M | 932,031 |
| 47 | BROOKFIELD CORP | $118M | 2,905,510 |
| 48 | ALPHABET INC | $110M | 382,577 |
| 49 | NOVANTA INC | $108M | 915,083 |
| 50 | KARMAN HLDGS INC | $102M | 1,279,093 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.