BAMCO INC /NY/

CIK
1017918
City
NEW YORK
State / Country
NY

Top Portfolio Positions

320 positions · $32,761,319,291 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
TSLA
Tesla, Inc.
Consumer Cyclical
11,933,509 $4,436,281,970 13.54%
ACGL
Arch Capital Group Ltd.
Financial Services
16,709,759 $1,603,969,766 4.90%
MSCI
MSCI Inc.
Financial Services
2,699,389 $1,454,997,664 4.44%
GWRE
Guidewire Software, Inc.
Technology
6,597,453 $986,715,070 3.01%
IT
Gartner Inc
Technology
5,917,616 $936,995,317 2.86%
IDXX
Idexx Laboratories Inc /De
Healthcare
1,633,367 $917,772,583 2.80%
H
Hyatt Hotels Corp
Consumer Cyclical
6,341,673 $911,869,160 2.78%
FIGS
FIGS, Inc.
Consumer Cyclical
59,959,449 $885,601,061 2.70%
FDS
Factset Research Systems Inc
Financial Services
3,756,587 $815,141,813 2.49%
CHH
Choice Hotels International Inc /De
Consumer Cyclical
7,690,494 $795,966,129 2.43%

Portfolio Trend

52 quarters · across all stocks

Holdings in NVMI

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $25,995,132 59,858
2025-12-31 $50,739,867 154,511
2025-09-30 $35,064,144 109,692
2025-06-30 $29,640,416 107,705
2025-03-31 $28,820,548 156,353
2024-12-31 $16,869,161 85,652
2024-09-30 $23,636,589 113,452
2024-06-30 $34,849,750 148,594
2024-03-31 $26,357,603 148,594
2023-12-31 $20,415,329 148,594
2023-09-30 $16,704,423 148,563
2023-06-30 $17,426,439 148,563
2023-03-31 $20,012,586 191,563
2022-12-31 $15,646,865 191,563
2022-09-30 $16,340,323 191,563
2022-06-30 $16,959,072 191,563
2022-03-31 $20,857,379 191,563
2021-12-31 $40,882,729 279,063
2021-09-30 $28,545,354 279,063
2021-06-30 $26,236,950 255,000
2021-03-31 $23,207,550 255,000
2020-12-31 $15,532,000 220,000
2020-09-30 $11,470,800 220,000
2020-06-30 $10,601,800 220,000
2020-03-31 $7,183,000 220,000