BAMCO INC /NY/

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
363
Quarter
2025 Q4
Top Holding
TSLA (14.5%)
Top 10 Concentration
43.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 363
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
TSLA
TESLA INC
Consumer Cyclical 14.53% 14.09% #1
Prev: #1
5.8 -20,139 -0.2%
P
S
11,927,475 $5,364,024,057 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACGL
ARCH CAP GROUP ...
Financial Services 4.67% 4.51% #2
Prev: #2
1.9 -772,150 -4.1%
P
S
17,987,505 $1,725,361,480 2002 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSCI
MSCI INC
Financial Services 4.28% 3.60% #3 1
Prev: #4
3.8 361,630 15.1%
P
S
2,755,747 $1,581,054,726 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CSGP
COSTAR GROUP IN...
Real Estate 3.55% 4.31% #4 1
Prev: #3
3.4 242,533 1.3%
P
S
19,498,099 $1,311,052,177 2001 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IDXX
IDEXX LABS INC
Healthcare 3.30% 3.19% #5
Prev: #5
1.3 -86,088 -4.6%
P
S
1,798,041 $1,216,428,678 2005 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IT
GARTNER INC
Technology 2.88% 3.01% #6 1
Prev: #7
1.2 -109,156 -2.5%
P
S
4,212,957 $1,062,844,792 2005 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GWRE
GUIDEWIRE SOFTW...
Technology 2.80% 3.15% #7 1
Prev: #6
1.1 -21,301 -0.4%
P
S
5,147,550 $1,034,709,025 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
H
HYATT HOTELS CO...
Consumer Cyclical 2.65% 2.30% #8
Prev: #8
1.1 -10,188 -0.2%
P
S
6,106,485 $978,991,675 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FDS
FACTSET RESH SY...
Financial Services 2.27% 1.38% #9 7
Prev: #16
3.1 1,069,786 58.8%
P
S
2,888,845 $838,313,931 2006 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RRR
RED ROCK RESORT...
Consumer Cyclical 2.10% 1.99% #10 1
Prev: #11
2.8 250,725 2.0%
P
S
12,519,892 $775,607,309 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHW
SCHWAB CHARLES ...
Financial Services 1.91% 1.81% #11 2
Prev: #13
0.8 -71,650 -1.0%
P
S
7,060,309 $705,395,472 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CHH
CHOICE HOTELS I...
Consumer Cyclical 1.91% 1.52% #12 2
Prev: #14
2.9 2,026,679 37.8%
P
S
7,386,575 $703,645,134 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KNSL
KINSALE CAP GRO...
Financial Services 1.89% 2.02% #13 3
Prev: #10
0.8 -7,389 -0.4%
P
S
1,781,201 $696,663,335 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FIGS
FIGS INC
Consumer Cyclical 1.85% 1.06% #14 3
Prev: #17
2.7 25,001 0.0%
P
S
59,959,449 $681,139,341 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MTN
VAIL RESORTS IN...
Consumer Cyclical 1.73% 2.26% #15 6
Prev: #9
0.7 -892,764 -15.7%
P
S
4,809,928 $638,758,438 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 1.57% 1.83% #16 4
Prev: #12
2.6 8,596 0.9%
P
S
997,291 $579,136,857 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.51% 1.48% #17 2
Prev: #15
2.6 3,641 0.1%
P
S
2,988,943 $557,437,869 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SHOP
SHOPIFY INC
Technology 1.00% 0.90% #18 1
Prev: #19
2.4 2,771 0.1%
P
S
2,288,270 $368,342,822 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BIRK
BIRKENSTOCK HOL...
Consumer Cyclical 0.88% 0.76% #19 5
Prev: #24
2.4 1,612,236 25.4%
P
S
7,966,037 $325,810,913 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBKR
INTERACTIVE BRO...
Financial Services 0.81% 0.84% #20 1
Prev: #21
2.3 33,608 0.7%
P
S
4,643,376 $298,615,511 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRI
PRIMERICA INC
Financial Services 0.79% 1.04% #21 3
Prev: #18
0.4 -275,697 -19.6%
P
S
1,132,544 $292,604,068 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VRSK
VERISK ANALYTIC...
Industrials 0.79% 0.81% #22 1
Prev: #23
2.3 81,596 6.7%
P
S
1,302,611 $291,381,055 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.77% 0.63% #23 5
Prev: #28
2.3 146,847 13.6%
P
S
1,225,159 $282,791,200 2000 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MORN
MORNINGSTAR INC
Financial Services 0.73% 0.87% #24 4
Prev: #20
0.3 -172,511 -12.2%
P
S
1,241,794 $269,854,254 2005 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SITE
SITEONE LANDSCA...
Industrials 0.68% 0.67% #25 1
Prev: #26
2.3 61,490 3.1%
P
S
2,028,366 $252,653,269 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TREX
TREX CO INC
Industrials 0.00% 0.22%
Sold All 😨
(Was: #87)
0.3 -1,589,735 -100.0%
CLOSED
$— 2011 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ITGR
INTEGER HLDGS C...
Healthcare 0.00% 0.21%
Sold All 😨
(Was: #90)
0.3 -766,055 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DUOL
DUOLINGO INC
Technology 0.00% 0.21%
Sold All 😨
(Was: #93)
0.3 -243,708 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VNO
VORNADO RLTY TR
Bond/Debt 0.00% 0.15%
Sold All 😨
(Was: #124)
0.3 -1,408,487 -100.0%
CLOSED
$— 2004 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IRM
IRON MTN INC DE...
Real Estate 0.00% 0.12%
Sold All 😨
(Was: #152)
0.3 -436,831 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DAY
DAYFORCE INC
Technology 0.00% 0.10%
Sold All 😨
(Was: #170)
0.3 -523,064 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DHI
D R HORTON INC
Consumer Cyclical 0.00% 0.09%
Sold All 😨
(Was: #179)
0.3 -199,717 -100.0%
CLOSED
$— 2011 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BEKE
KE HLDGS INC
Real Estate 0.00% 0.09%
Sold All 😨
(Was: #180)
0.3 -1,756,357 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JBI
JANUS INTERNATI...
Industrials 0.00% 0.07%
Sold All 😨
(Was: #194)
0.3 -2,750,000 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IRT
INDEPENDENCE RL...
Real Estate 0.00% 0.06%
Sold All 😨
(Was: #203)
0.3 -1,467,193 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
METC
RAMACO RES INC
Basic Materials 0.00% 0.05%
Sold All 😨
(Was: #209)
0.3 -623,058 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GFI
GOLD FIELDS LTD
Basic Materials 0.00% 0.04%
Sold All 😨
(Was: #219)
0.3 -370,774 -100.0%
CLOSED
$— 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VICI
VICI PPTYS INC
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #241)
0.3 -239,048 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INVH
INVITATION HOME...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #244)
0.3 -258,156 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMA
SMARTSTOP SELF ...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #246)
0.3 -185,572 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLDR
BUILDERS FIRSTS...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #247)
0.3 -57,196 -100.0%
CLOSED
$— 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VERX
VERTEX INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #251)
0.3 -248,042 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UDR
UDR INC
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #267)
0.3 -88,575 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BILL
BILL HOLDINGS I...
Technology 0.00% 0.01%
Sold All 😨
(Was: #270)
0.3 -54,733 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FRPT
FRESHPET INC
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #277)
0.3 -38,628 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DOCS
DOXIMITY INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #281)
0.3 -27,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CDTX
CIDARA THERAPEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #285)
0.3 -17,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARE
ALEXANDRIA REAL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #286)
0.3 -20,104 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MANU
MANCHESTER UTD ...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #292)
0.3 -90,448 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CYTK
CYTOKINETICS IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #293)
0.3 -24,500 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CFLT
CONFLUENT INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #294)
0.3 -65,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DAVA
ENDAVA PLC
Technology 0.00% 0.00%
Sold All 😨
(Was: #301)
0.3 -118,800 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CVS
CVS HEALTH CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #303)
0.3 -13,000 -100.0%
CLOSED
$— 2005 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Z
ZILLOW GROUP IN...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #304)
0.3 -12,150 -100.0%
CLOSED
$— 2011 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #312)
0.3 -5,000 -100.0%
CLOSED
$— 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ESNT
ESSENT GROUP LT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #315)
0.3 -8,335 -100.0%
CLOSED
$— 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRUS
MERUS N V
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #318)
0.3 -5,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBN
ICICI BANK LIMI...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #322)
0.3 -11,708 -100.0%
CLOSED
$— 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MBLY
MOBILEYE GLOBAL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #324)
0.3 -13,357 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRP
MILLROSE PPTYS ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #329)
0.3 -20 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CYH
COMMUNITY HEALT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #330)
0.3 -100 -100.0%
CLOSED
$— 2000 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 363 holdings

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