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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BAMCO INC /NY/

Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001017918-23-000011

Total Value
$33.31B
Positions
360
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (360)

#IssuerTicker / CUSIPSharesValue% of Filing
1TESLA INCTSLA17,606,894$3.65B10.97%
2GARTNER INCIT4,796,458$1.56B4.69%
3ARCH CAP GROUP LTDG0450A10521,290,775$1.45B4.34%
4COSTAR GROUP INCCSGP18,970,081$1.31B3.92%
5MSCI INCMSCI2,172,566$1.22B3.65%
6IDEXX LABS INC45168D1042,356,243$1.18B3.54%
7FACTSET RESH SYS INC3030751052,698,268$1.12B3.36%
8VAIL RESORTS INCMTN4,629,113$1.08B3.25%
9IRIDIUM COMMUNICATIONS INCIRDM14,440,447$894.3M2.68%
10ANSYS INC03662Q1051,962,217$653.0M1.96%
11KINSALE CAP GROUP INC49714P1082,074,765$622.7M1.87%
12HYATT HOTELS CORPH5,148,507$575.6M1.73%
13CHOICE HOTELS INTL INC1699051064,573,432$536.0M1.61%
14METTLER TOLEDO INTERNATIONALMTD335,056$512.7M1.54%
15GUIDEWIRE SOFTWARE INCGWRE6,106,230$501.0M1.50%
16GAMING & LEISURE PPTYS INC36467J1088,470,246$441.0M1.32%
17SCHWAB CHARLES CORP NEWSCHW-PJ7,630,034$399.7M1.20%
18BIO TECHNE CORPTECH5,379,492$399.1M1.20%
19TAIWAN SEMICONDUCTOR MFG LTD8740391004,280,903$398.2M1.20%
20RED ROCK RESORTS INCRRR8,470,525$377.5M1.13%
21MARRIOTT VACATIONS WORLDWIDE CVAC2,785,321$375.6M1.13%
22WEST PHARMACEUTICAL SVSC INC9553061051,065,115$369.0M1.11%
23PRIMERICA INCPRI1,947,263$335.4M1.01%
24CERIDIAN HCM HLDG INC15677J1083,467,698$253.9M0.76%
25FLOOR & DECOR HLDGS INCFND2,579,551$253.4M0.76%
26VERISK ANALYTICS INCVRSK1,306,304$250.6M0.75%
27ALIBABA GROUP HLDG LTDBBAAY2,251,648$230.1M0.69%
28MORNINGSTAR INCMORN1,128,519$229.1M0.69%
29PENN ENTERTAINMENT INCPENN7,659,384$227.2M0.68%
30ICON PLCICLR987,977$211.0M0.63%
31SITEONE LANDSCAPE SUPPLY INCSITE1,487,105$203.5M0.61%
32COHEN & STEERS INCCNS2,848,920$182.2M0.55%
33ASGN INCASGN2,130,981$176.2M0.53%
34BRIGHT HORIZONS FAM SOL IN D1091941002,238,271$172.3M0.52%
35DEXCOM INCDXCM1,437,140$167.0M0.50%
36ENDAVA PLCDAVA2,437,049$163.7M0.49%
37ALEXANDRIA REAL ESTATE EQ IN0152711091,251,863$157.2M0.47%
38NVIDIA CORPNVDA540,614$150.2M0.45%
39SBA COMMUNICATIONS CORPSBAC560,491$146.3M0.44%
40MICROSOFT CORPMSFT484,483$139.7M0.42%
41VERISIGN INCVRSN647,247$136.8M0.41%
42VEEVA SYS INCVEEV738,802$135.8M0.41%
43BOYD GAMING CORPBYD2,115,907$135.7M0.41%
44TREX CO INCTREX2,722,862$132.5M0.40%
45FIGS INCFIGS20,866,767$129.2M0.39%
46ASPEN TECHNOLOGY INC29109X106555,822$127.2M0.38%
47CHART INDS INC16115Q3081,007,228$126.3M0.38%
48EQUINIX INCEQIX174,084$125.5M0.38%
49ROPER INDUSTRIES INC NEWROP284,686$125.5M0.38%
50ALTAIR ENGR INC0213691031,635,507$117.9M0.35%
51FAIR ISAAC CORPFICO167,405$117.6M0.35%
52HOULIHAN LOKEY INCHLI1,298,577$113.6M0.34%
53PROLOGIS INCPLDGP902,494$112.6M0.34%
54THE TRADE DESK INC88339J1051,846,053$112.4M0.34%
55ILLUMINA INCILMN473,231$110.0M0.33%
56VERTIV HOLDINGS COVRT7,650,000$109.5M0.33%
57REXFORD INDL RLTY INC76169C1001,825,397$108.9M0.33%
58COUPANG INCCPNG6,542,307$104.7M0.31%
59BROOKFIELD CORP11271J1073,191,224$104.0M0.31%
60TOLL BROTHERS INCTOL1,712,675$102.8M0.31%
61DOUGLAS EMMETT INCDEI8,272,165$102.0M0.31%
62AMAZON COM INCAMZN965,850$99.8M0.30%
63TRANSUNIONTRU1,580,558$98.2M0.29%
64MERCADOLIBRE INCMELI73,530$96.9M0.29%
65AXONICS MODULATION TECHNOLOG05465P1011,773,014$96.7M0.29%
66COOPER COS INC216648402252,937$94.4M0.28%
67INSTALLED BLDG PRODS INC45780R101823,210$93.9M0.28%
68BRP GROUP INC05589G1023,661,625$93.2M0.28%
69NEOGEN CORPNEOG5,012,542$92.8M0.28%
70ARGENX SEARGX248,955$92.8M0.28%
71TRANSDIGM GROUP INCTDG125,000$92.1M0.28%
72CHEESECAKE FACTORY INCCAKE2,587,115$90.7M0.27%
73IDEX CORP45167R104391,026$90.3M0.27%
74LIBERTY MEDIA CORP DELAWAREFWONB1,200,000$89.8M0.27%
75MERCURY SYS INCMRCY1,734,579$88.7M0.27%
76SHOPIFY INCSHOP1,843,388$88.4M0.27%
77CDW CORPCDW442,839$86.3M0.26%
78AMPHENOL CORP NEW0320951011,006,146$82.2M0.25%
79RBC BEARINGS INCRBC353,186$82.2M0.25%
80SNOWFLAKE INCSNOW527,951$81.5M0.24%
81CBRE GROUP INCCBRE1,093,631$79.6M0.24%
82FULL TRUCK ALLIANCE CO LTDYMM10,273,726$78.2M0.23%
83PLANET FITNESS INCPLNT1,000,000$77.7M0.23%
84CREDICORP LTDBAP577,368$76.4M0.23%
85CROWDSTRIKE HLDGS INCCRWD546,109$75.0M0.23%
86MARKETAXESS HLDGS INCMKTX190,561$74.6M0.22%
87COGNEX CORPCGNX1,500,000$74.3M0.22%
88KRISPY KREME INCDNUT4,661,785$72.5M0.22%
89ZOOMINFO TECHNOLOGIES INCGTM2,891,437$71.4M0.21%
90AVIENT CORPORATIONAVNT1,700,000$70.0M0.21%
91MGM RESORTS INTERNATIONALMGM1,564,810$69.5M0.21%
92DRIVEN BRANDS HLDGS INCDRVN2,275,000$69.0M0.21%
93ROLLINS INCROL1,805,907$67.8M0.20%
94YUM CHINA HLDGS INCYUMC1,055,778$66.9M0.20%
95CARLYLE GROUP INCCGABL2,145,427$66.6M0.20%
96CLEARWATER ANALYTICS HLDGS ICWAN4,089,046$65.3M0.20%
97KRATOS DEFENSE & SEC SOLUTIO50077B2074,735,611$63.8M0.19%
98INSPIRE MED SYS INC457730109268,936$62.9M0.19%
99WASTE CONNECTIONS INCWCN450,000$62.6M0.19%
100SS&C TECHNOLOGIES HOLDINGS INCSSNC1,106,954$62.5M0.19%
101JD.COM INCJDCMF1,415,974$62.1M0.19%
102THE BEAUTY HEALTH COMPANY88331L1084,838,659$61.1M0.18%
103INDIE SEMICONDUCTOR INCINDI5,526,938$58.3M0.18%
104JOHN BEAN TECHNOLOGIES CORPJBTM525,000$57.4M0.17%
105EUROPEAN WAX CTR INC29882P1063,000,922$57.0M0.17%
106DATADOG INCDDOG782,184$56.8M0.17%
107MASTERCARD INCMA151,916$55.2M0.17%
108CLOUDFLARE INCNET890,156$54.9M0.16%
109LENNAR CORPLEN-B520,199$54.7M0.16%
110PUBLIC STORAGEPSA-PS180,579$54.6M0.16%
111JANUS INTERNATIONAL GROUP INJBI5,500,000$54.2M0.16%
112FIRST ADVANTAGE CORP NEWFA3,875,000$54.1M0.16%
113UTZ BRANDS INCUTZ3,250,000$53.5M0.16%
114SERVICENOW INCNOW113,947$53.0M0.16%
115ADVANCED ENERGY INDS007973100526,748$51.6M0.15%
116WEX INCWEX278,300$51.2M0.15%
117GOLD FIELDS LTDGFIOF3,735,355$49.8M0.15%
118BAIDU INCBAIDF325,255$49.1M0.15%
119EPAM SYS INCEPAM160,989$48.1M0.14%
120ZAI LAB LTDZLAB1,425,214$47.4M0.14%
121AMERICAN TOWER CORP03027X100231,623$47.3M0.14%
122CLARIVATE ANALYTICS PLCCLVT5,003,099$47.0M0.14%
123HEALTHEQUITY INCHQY800,000$47.0M0.14%
124WYNN RESORTS LTDWYNN419,413$46.9M0.14%
125AXON ENTERPRISE INCAXON207,800$46.7M0.14%
126RIVIAN AUTOMOTIVE INCRIVN2,987,357$46.2M0.14%
127META PLATFORMS INCMETA212,535$45.0M0.14%
128BLACKSTONE INCBX508,079$44.6M0.13%
129LAS VEGAS SANDS CORPLVS774,410$44.5M0.13%
130MADISON SQUARE GRDN SPRT COR55825T103225,000$43.8M0.13%
131EXTRA SPACE STORAGE INCEXR268,395$43.7M0.13%
132SPOTIFY TECHNOLOGY S ASPOT326,871$43.7M0.13%
133AFYA LTDAFYA3,879,230$43.3M0.13%
134E2OPEN PARENT HOLDINGS INC29788T1037,388,636$43.0M0.13%
135INTUITIVE SURGICAL INCISRG167,591$42.8M0.13%
136SPROUT SOCIAL INCSPT700,000$42.6M0.13%
137D R HORTON INC23331A109426,677$41.7M0.13%
138GITLAB INCGTLB1,207,603$41.4M0.12%
139DRAFTKINGS INCDKNG2,133,500$41.3M0.12%
140SHOALS TECHNOLOGIES GROUP INSHLS1,800,000$41.0M0.12%
141LOWES COS INC548661107204,292$40.9M0.12%
142CAESARS ENTERTAINMENT INC NE12769G100833,301$40.7M0.12%
143WILLIS TOWERS WATSON PUB LTDWTW173,503$40.3M0.12%
144ASML HOLDING N VASMLF54,721$37.2M0.11%
145REPLIGEN CORPRGEN220,974$37.2M0.11%
146VISA INCV163,862$36.9M0.11%
147QUANTA SVCS INC74762E102216,686$36.1M0.11%
148HEICO CORPHEI-A260,860$35.5M0.11%
149EASTGROUP PPTYS INC277276101213,952$35.4M0.11%
150WELLTOWER INCWELL491,537$35.2M0.11%
151JONES LANG LASALLE INCJLL241,660$35.2M0.11%
152PAR TECHNOLOGY CORPPAR1,021,603$34.7M0.10%
153REVANCE THERAPEUTICS INC7613301091,069,483$34.4M0.10%
154GRID DYNAMICS HLDGS INCGDYN3,000,000$34.4M0.10%
155MONTROSE ENVIRONMENTAL GROUPMEG956,187$34.1M0.10%
156COUCHBASE INC22207T1012,368,581$33.3M0.10%
157LIBERTY BROADBAND CORPLBRDP390,740$31.9M0.10%
158STONECO LTDSTNE3,228,552$30.8M0.09%
159SILK RD MED INC82710M100785,281$30.7M0.09%
160TRADEWEB MKTS INC892672106387,015$30.6M0.09%
161CYBERARK SOFTWARE LTDM2682V108205,470$30.4M0.09%
162TENARIS S A88031M1091,037,025$29.5M0.09%
163ALPHABET INCGOOG280,757$29.2M0.09%
164PRICE T ROWE GROUP INCTROW258,426$29.2M0.09%
165SITIME CORPSITM204,394$29.1M0.09%
166BLOCK INCBSQKZ417,229$28.6M0.09%
167INARI MED INC45332Y109449,353$27.7M0.08%
168POOL CORPORATIONPOOL76,423$26.2M0.08%
169LITTELFUSE INCLFUS97,332$26.1M0.08%
170ESSENT GROUP LTDESNT651,482$26.1M0.08%
171TEXAS ROADHOUSE INCTXRH238,617$25.8M0.08%
172REPAY HLDGS CORPRPAY3,915,000$25.7M0.08%
173AMERICOLD RLTY TRCOLD888,513$25.3M0.08%
174NAVITAS SEMICONDUCTOR CORPNVTS3,447,071$25.2M0.08%
175TERRENO RLTY CORP88146M101378,163$24.4M0.07%
176SMARTSHEET INC83200N103505,301$24.2M0.07%
177MOELIS & COMC596,430$22.9M0.07%
178DEFINITIVE HEALTHCARE CORPDH2,191,635$22.6M0.07%
179DYNATRACE INCDT533,193$22.6M0.07%
180HILTON WORLDWIDE HLDGS INCHLT157,542$22.2M0.07%
181HEICO CORPHEI-A125,993$21.5M0.06%
182ALLEGRO MICROSYSTEMS INCALGM447,795$21.5M0.06%
183WIX COM LTDWIX214,197$21.4M0.06%
184BROOKFIELD ASSET MANAGMT LTD113004105649,091$21.2M0.06%
185INVITATION HOMES INCINVH678,050$21.2M0.06%
186XP INCXP1,763,417$20.9M0.06%
187KANZHUN LIMITEDBZ1,098,453$20.9M0.06%
188AMERICAN HOMES 4 RENTAMH-PG661,667$20.8M0.06%
189UNITEDHEALTH GROUP INCUNH43,246$20.4M0.06%
190NOVA LTDNVMI191,563$20.0M0.06%
191LPL FINL HLDGS INC50212V10096,634$19.6M0.06%
192ADVANCED MICRO DEVICES INCAMD198,389$19.4M0.06%
193FORTUNE BRANDS HOME & SEC INFBIN326,782$19.2M0.06%
194LIBERTY MEDIA CORP DELAWAREFWONB284,220$19.2M0.06%
195ACV AUCTIONS INCACVA1,456,007$18.8M0.06%
196QUALYS INCQLYS139,303$18.1M0.05%
197WORKDAY INCWDAY86,465$17.9M0.05%
198ICHOR HOLDINGSICHR544,384$17.8M0.05%
199VIEWRAY INC92672L1075,100,929$17.6M0.05%
200LUFAX HOLDING LTDLU8,635,259$17.6M0.05%
201LIBERTY MEDIA CORP DELAWAREFWONB625,000$17.5M0.05%
202GLOBANT S AGLOB105,341$17.3M0.05%
203VELO3D INCVLDXW7,534,605$17.1M0.05%
204INTERACTIVE BROKERS GROUP IN45841N107207,000$17.1M0.05%
205HILLMAN SOLUTIONS CORPHLMN2,000,000$16.8M0.05%
206CERTARA INCCERT696,662$16.8M0.05%
207ESTABLISHMENT LABS HLDGS INCESTA246,900$16.7M0.05%
208BILL COM HLDGS INCBILL204,589$16.6M0.05%
209MONOLITHIC PWR SYS INC60983910532,561$16.3M0.05%
210VERACYTE INCVCYT720,707$16.1M0.05%
211VARONIS SYS INCVRNS613,888$16.0M0.05%
212ASTRAZENECA PLCAZN220,387$15.3M0.05%
213ZSCALER INCZS125,894$14.7M0.04%
214ROCKET PHARMACEUTICALS INCRCKTW846,886$14.5M0.04%
215HUBSPOT INCHUBS32,322$13.9M0.04%
216ON HLDG AGH5919C104443,339$13.8M0.04%
217ALKAMI TECHNOLOGY INCALKT1,059,223$13.4M0.04%
218SCHRODINGER INCSDGR496,239$13.1M0.04%
219ENDEAVOR GROUP HLDGS INC29260Y109543,194$13.0M0.04%
220RHRH52,567$12.8M0.04%
221FIFTH WALL ACQUISITN CORP IIG341421021,250,000$12.8M0.04%
222MANCHESTER UNITED PLC NEWG5784H106569,296$12.6M0.04%
223FIVERR INTL LTDM4R82T106359,009$12.5M0.04%
224NOVANTA INCNOVTU77,945$12.4M0.04%
225THERMO FISHER SCIENTIFIC INCTMO21,470$12.4M0.04%
226CODERE ONLINE LUXEMBOURG S ACDROW4,037,000$11.9M0.04%
227ELECTRONIC ARTS INCEA98,866$11.9M0.04%
228LILLY ELI & COLLY34,592$11.9M0.04%
229MOBILEYE GLOBAL INCMBLY257,923$11.2M0.03%
230TAKE-TWO INTERACTIVE SOFTWARTTWO85,841$10.2M0.03%
231SHOCKWAVE MED INC82489T10445,603$9.9M0.03%
232MAXCYTE INCMXCT1,987,904$9.8M0.03%
233MARAVAI LIFESCIENCES HLDGS IMARA649,000$9.1M0.03%
234BIONTECH SEBNTX71,489$8.9M0.03%
235VULCAN MATLS CO92916010951,531$8.8M0.03%
236JEFFERIES FINL GROUP INC47233W109270,528$8.6M0.03%
237STEVANATO GROUP S P ASTVN324,008$8.4M0.03%
238MARVELL TECHNOLOGY INCMRVL187,477$8.1M0.02%
239MERCK & CO INCMRK75,300$8.0M0.02%
240AGILENT TECHNOLOGIES INCA55,679$7.7M0.02%
241HILTON GRAND VACATIONS INCHGV169,840$7.5M0.02%
242EQUITY RESIDENTIALEQR123,875$7.4M0.02%
243VERTEX PHARMACEUTICALS INCVRTX23,000$7.2M0.02%
244ATLASSIAN CORPORATIONTEAM40,433$6.9M0.02%
245AVALONBAY CMNTYS INCAWX41,125$6.9M0.02%
246HOLLEY INCHLLY-WT2,500,000$6.8M0.02%
247TABOOLA.COM LTDTBLAW2,487,135$6.8M0.02%
248CUBESMARTCUBE143,858$6.6M0.02%
249CERUS CORPCERS2,212,952$6.6M0.02%
250HDFC BANK LTDHDB97,336$6.5M0.02%
251GENMAB A/SGNMSF168,945$6.4M0.02%
252LIBERTY BROADBAND CORPLBRDP75,000$6.2M0.02%
253DICKS SPORTING GOODS INC25339310243,320$6.1M0.02%
254ROBERT HALF INTL INCRHI75,678$6.1M0.02%
255ELEVANCE HEALTH INCELV12,500$5.7M0.02%
256SMARTRENT INCSMRT2,229,415$5.7M0.02%
257MANHATTAN ASSOCS INCMANH36,399$5.6M0.02%
258DIGITAL RLTY TR INC25386810356,028$5.5M0.02%
259HOLLEY INCHLLY-WT2,000,000$5.5M0.02%
260HUMANA INCHUM11,150$5.4M0.02%
261AGNICO EAGLE MINES LTDAEM105,758$5.4M0.02%
262VICI PPTYS INC925652109162,900$5.3M0.02%
263VENTAS INCVTR120,382$5.2M0.02%
264ZOETIS INCZTS30,000$5.0M0.01%
265HCA HEALTHCARE INCHCA18,300$4.8M0.01%
266PROMETHEUS BIOSCIENCES INC74349U10842,750$4.6M0.01%
267INTUITINTU10,216$4.6M0.01%
268ACCENTURE PLC IRELANDACN15,332$4.4M0.01%
269AMERICAN ASSETS TRUST INCAAT228,500$4.2M0.01%
270DANAHER CORP DEL23585110216,296$4.1M0.01%
271BROOKFIELD RENEWABLE CORPBEPC116,634$4.1M0.01%
272S&P GLOBAL INCSPGI11,776$4.1M0.01%
273TABOOLA.COM LTDTBLAW1,473,053$4.0M0.01%
274INNOVID CORPINHD2,830,000$4.0M0.01%
275ASCENDIS PHARMA A/SASND35,306$3.8M0.01%
276BOOZ ALLEN HAMILTON HLDG CORBAH38,700$3.6M0.01%
277FIRST INDL RLTY TR INC32054K10366,192$3.5M0.01%
278MCKESSON CORPMCK9,800$3.5M0.01%
279MITSUBISHI UFJ FINL GROUP IN606822104544,010$3.5M0.01%
280ARROWHEAD PHARMACEUTICALS INARWR131,318$3.3M0.01%
281FIDELITY NATL INFORMATION SV31620M10656,972$3.1M0.01%
282WARBY PARKER INCWRBY290,550$3.1M0.01%
283INSULET CORPPODD9,565$3.1M0.01%
284ALPHABET INCGOOG27,808$2.9M0.01%
285PEGASYSTEMS INCPEGA57,642$2.8M0.01%
286XENON PHARMACEUTICALS INCXENE73,000$2.6M0.01%
287MOODYS CORPMCO8,447$2.6M0.01%
288CME GROUP INCCME13,348$2.6M0.01%
289NORDSON CORPNDSN11,500$2.6M0.01%
290ENVESTNET INC29404K10642,378$2.5M0.01%
291ABBOTT LABSABLZF24,362$2.5M0.01%
292BROOKFIELD INFRASTRUCTURE COBIPC53,410$2.5M0.01%
293OPTION CARE HEALTH INCOPCH77,000$2.4M0.01%
294ABBVIE INCABBV15,000$2.4M0.01%
295EXACT SCIENCES CORP30063P10535,000$2.4M0.01%
296SUN CMNTYS INC86667410416,298$2.3M0.01%
297ACTIVISION BLIZZARD INC00507V10925,135$2.2M0.01%
298MODERNA INCMRNA13,500$2.1M0.01%
299CARMAX INCKMX31,487$2.0M0.01%
300STEPSTONE GROUP INCSTEP79,700$1.9M0.01%
301LEGEND BIOTECH CORPLEGN40,000$1.9M0.01%
302NICE LTDNCSYF7,800$1.8M0.01%
303MARKFORGED HOLDING CORPORATI57064N1021,845,074$1.8M0.01%
304CYTOKINETICS INCCYTK48,100$1.7M0.01%
305COSTCO WHSL CORP NEW22160K1053,376$1.7M0.01%
306PROGRESSIVE CORP74331510311,000$1.6M0.00%
307TEXAS INSTRS INC8825081048,432$1.6M0.00%
308THE CIGNA GROUP1255231006,000$1.5M0.00%
309TORO COTORO13,640$1.5M0.00%
310GDS HLDGS LTDGDHLF80,742$1.5M0.00%
311TELEFLEX INCTFX5,896$1.5M0.00%
312APPLOVIN CORPAPP94,047$1.5M0.00%
313MIRION TECHNOLOGIES INCMIR150,000$1.3M0.00%
314INNOVID CORPINHD903,739$1.3M0.00%
315FISERV INCFISV11,000$1.2M0.00%
316GUARDANT HEALTH INCGH52,319$1.2M0.00%
317ADOBE SYSTEMS INCORPORATEDADBE3,168$1.2M0.00%
318DENALI THERAPEUTICS INCDNLI50,500$1.2M0.00%
319PAYLOCITY HLDG CORPPCTY5,457$1.1M0.00%
32010X GENOMICS INCTXG19,400$1.1M0.00%
321SUNSTONE HOTEL INVS INC867892101105,049$1.0M0.00%
322ALEXANDERS INCALX5,000$968,7500.00%
323BLACKROCK INCBLK1,400$936,7680.00%
324TE CONNECTIVITY LTDTEL6,675$875,4260.00%
325GLOBAL PMTS INC37940X1028,000$841,9200.00%
326INHIBRX INCINBX42,500$801,9750.00%
327EDWARDS LIFESCIENCES CORPEW9,653$798,5930.00%
328EQUITY LIFESTYLE PPTYS INC29472R10811,643$781,5950.00%
329EQUIFAX INCEFX3,700$750,5080.00%
330OKTA INCOKTA8,360$720,9660.00%
331HENRY JACK & ASSOC INC4262811014,200$633,0240.00%
332SANARA MEDTECH INCSMTI14,435$595,4440.00%
333HOME DEPOT INCHD2,000$590,2400.00%
334APOLLO GLOBAL MGMT INC03769M1069,000$568,4400.00%
335MONGODB INCMDB2,430$566,4820.00%
336LAUDER ESTEE COS INC5184391042,280$561,9290.00%
337QUALCOMM INCQCOM4,000$510,3200.00%
338BERKSHIRE HATHAWAY INC DELBRK-A1$465,6000.00%
339SEA LTDSE5,150$445,7320.00%
340OZON HLDGS PLC69269L1042,164,595$432,9190.00%
341CYMABAY THERAPEUTICS INC23257D10344,206$385,4760.00%
342SIMILARWEB LTDSMWB53,635$362,5730.00%
343YANDEX N VNBIS935,331$346,0720.00%
344FASTENAL COFAST5,110$275,6330.00%
345PROCTER & GAMBLE CO7427181091,796$267,0470.00%
346GOLDMAN SACHS GROUP INCGSCE800$261,6880.00%
347NCINO INCNCNO9,000$223,0200.00%
348CI&T INCCINT35,000$192,8500.00%
349VICTORY CAP HLDGS INC92645B1035,103$149,3650.00%
350PAYMENTUS HOLDINGS INCPAY15,000$132,9000.00%
351EXPENSIFY INCEXFY16,000$130,4000.00%
352AEHR TEST SYSAEHR3,598$111,6100.00%
353APPLE INCAAPL674$111,1430.00%
354BROADCOM INCAVGO128$82,1170.00%
355LAM RESEARCH CORPLRCX144$76,3370.00%
356NETFLIX INCNFLX180$62,1860.00%
357SMUCKER J M CO832696405251$39,5000.00%
358VITESSE ENERGY INCVTS1,318$25,0820.00%
359COMMUNITY HEALTH SYS INC NEW203668108100$4900.00%
360BROOKFIELD REINS LTDG162501052$660.00%