Institutions / Bamco Inc /Ny
Bamco Inc /Ny
CIK 1017918 · Institution · as of Mar 31, 2026
Portfolio value
$33.13B
Positions
326
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$33.13B-10.2%Positions
326-0.3%Top holdings
Mar 31, 2026View all 326 →
| Company | Value | % of portfolio |
|---|---|---|
| Tesla Inc | $4.44B | 13.4% |
| Arch Capital Group Ltd. | $1.60B | 4.8% |
| MSCI Inc. | $1.45B | 4.4% |
| Guidewire Software, Inc. | $986.72M | 3.0% |
| Gartner Inc | $937.00M | 2.8% |
| Idexx Laboratories Inc /De | $917.77M | 2.8% |
| Hyatt Hotels Corp | $911.87M | 2.8% |
| FIGS, Inc. | $885.60M | 2.7% |
| FactSet Research Systems Inc | $815.14M | 2.5% |
| Choice Hotels International Inc /De | $795.97M | 2.4% |
| Red Rock Resorts, Inc. | $715.71M | 2.2% |
| Schwab Charles Corp | $701.50M | 2.1% |
| Kinsale Capital Group, Inc. | $692.81M | 2.1% |
| CoStar Group Inc | $658.11M | 2.0% |
| Vail Resorts Inc | $647.19M | 2.0% |
| Spotify Technology S a | $639.85M | 1.9% |
| Shopify Inc | $559.68M | 1.7% |
| NVIDIA Corp | $509.21M | 1.5% |
| Verisk Analytics, Inc. | $476.65M | 1.4% |
| Birkenstock Holding plc | $335.59M | 1.0% |
| On Hldg AG | $330.49M | 1.0% |
| Vertiv Holdings Co | $295.97M | 0.9% |
| SiteOne Landscape Supply, Inc. | $274.08M | 0.8% |
| Interactive Brokers Group Inc | $271.46M | 0.8% |
| Amazon.com Inc | $269.64M | 0.8% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 82509L107 | $288.24M | +2.4M +106.19% | 4,718,230 1.69% of portfolio | high |
| Q1 2026 as of | Add | Gartner Inc | $269.92M | +1.7M +40.46% | 5,917,616 2.83% of portfolio | high |
| Q1 2026 as of | Add | Verisk Analytics, Inc. | $229.48M | +1.2M +92.84% | 2,511,976 1.44% of portfolio | high |
| Q1 2026 as of | Add | Guidewire Software, Inc. | $216.85M | +1.4M +28.17% | 6,597,453 2.98% of portfolio | high |
| Q1 2026 as of | Add | FactSet Research Systems Inc | $188.29M | +868K +30.04% | 3,756,587 2.46% of portfolio | high |
| Q1 2026 as of | Trim | Clearwater Analytics Holdings, Inc. | $-181.20M | -7.7M -98.02% | 154,864 0.01% of portfolio | high |
| Q1 2026 as of | Add | L8681T102 | $156.25M | +322K +32.31% | 1,319,525 1.93% of portfolio | high |
| Q1 2026 as of | Add | H5919C104 | $146.60M | +4.3M +79.72% | 9,714,605 1.00% of portfolio | high |
| Q1 2026 as of | New | FPS Forgent Power Solutions, Inc. Common Stock | $136.83M | +4.7M | 4,674,583 0.41% of portfolio | high |
| Q1 2026 as of | Trim | CoStar Group Inc | $-128.44M | -3.2M -16.33% | 16,314,175 1.99% of portfolio | high |