BAMCO INC /NY/
Top Portfolio Positions
320 positions ·
$33,376,124,449 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
11,933,509 | $4,436,281,970 | 13.29% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
16,709,759 | $1,603,969,766 | 4.81% | |
| MSCI |
MSCI Inc.
Financial Services
|
2,699,389 | $1,454,997,664 | 4.36% | |
| MTN |
Vail Resorts Inc
Consumer Cyclical
|
10,087,066 | $1,294,372,308 | 3.88% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
6,597,453 | $986,715,070 | 2.96% | |
| IT |
Gartner Inc
Technology
|
5,917,616 | $936,995,317 | 2.81% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
1,633,367 | $917,772,583 | 2.75% | |
| H |
Hyatt Hotels Corp
Consumer Cyclical
|
6,341,673 | $911,869,160 | 2.73% | |
| FIGS |
FIGS, Inc.
Consumer Cyclical
|
59,959,449 | $885,601,061 | 2.65% | |
| FDS |
Factset Research Systems Inc
Financial Services
|
3,756,587 | $815,141,813 | 2.44% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DRVN
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,747,471 | 4,500,196 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $74,103,868 | 5,000,261 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $80,554,204 | 5,000,261 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $87,800,000 | 5,000,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $85,700,000 | 5,000,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $76,665,000 | 4,750,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $49,945,000 | 3,500,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $38,190,000 | 3,000,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,580,000 | 2,000,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $24,955,000 | 1,750,000 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,032,500 | 1,750,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $67,650,000 | 2,500,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $68,955,250 | 2,275,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $62,130,250 | 2,275,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $63,654,500 | 2,275,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $62,653,500 | 2,275,000 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $52,560,000 | 2,000,000 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $62,197,000 | 1,850,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $54,477,757 | 1,885,696 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $57,202,000 | 1,850,000 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $43,214,000 | 1,700,000 | Shares | Defined | 2021-05-19 | |
| No 13F history on record for this holder in this stock. | ||||||