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 STEP

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Shares Held

Position Value (USD)

13 of 13 shown
Report Date Value (USD) Shares
2026-03-31 $39,634,991 830,574
2025-12-31 $46,879,842 730,557
2025-09-30 $39,074,319 598,290
2025-06-30 $7,798,582 140,515
2025-03-31 $7,339,098 140,515
2024-12-31 $8,133,008 140,515
2024-09-30 $9,416,901 165,703
2024-06-30 $7,604,110 165,703
2024-03-31 $5,922,225 165,703
2023-12-31 $5,274,326 165,703
2023-09-30 $4,508,013 142,749
2023-06-30 $2,804,323 113,032
2023-03-31 $1,934,319 79,700