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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 Q3 2024 · Filed November 14, 2024 · Accession 0001017918-24-000083

Total Value
$37.70B
Positions
328
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (328)

#IssuerTicker / CUSIPSharesValue% of Filing
1TESLA INCTSLA14,928,529$3.91B10.36%
2ARCH CAP GROUP LTDG0450A10520,725,357$2.32B6.15%
3GARTNER INCIT4,022,384$2.04B5.41%
4COSTAR GROUP INCCSGP18,785,436$1.42B3.76%
5MSCI INCMSCI2,157,431$1.26B3.34%
6FACTSET RESH SYS INC3030751052,478,027$1.14B3.02%
7GUIDEWIRE SOFTWARE INCGWRE6,008,129$1.10B2.92%
8IDEXX LABS INC45168D1041,923,258$971.7M2.58%
9VAIL RESORTS INCMTN5,185,136$903.7M2.40%
10HYATT HOTELS CORPH5,483,404$834.6M2.21%
11KINSALE CAP GROUP INC49714P1081,745,415$812.6M2.16%
12CHOICE HOTELS INTL INC1699051064,716,314$614.5M1.63%
13RED ROCK RESORTS INCRRR10,623,284$578.3M1.53%
14ANSYS INC03662Q1051,612,262$513.7M1.36%
15SCHWAB CHARLES CORPSCHW-PJ7,269,280$471.1M1.25%
16PRIMERICA INCPRI1,712,011$453.9M1.20%
17METTLER TOLEDO INTERNATIONALMTD288,747$433.0M1.15%
18GAMING & LEISURE PPTYS INC36467J1088,107,784$417.1M1.11%
19MORNINGSTAR INCMORN1,305,588$416.6M1.11%
20NVIDIA CORPNVDA2,993,580$363.5M0.96%
21BIO TECHNE CORPTECH4,445,540$355.3M0.94%
22VERTIV HOLDINGS COVRT3,550,000$353.2M0.94%
23VERISK ANALYTICS INCVRSK1,268,534$339.9M0.90%
24IRIDIUM COMMUNICATIONS INCIRDM11,118,785$338.6M0.90%
25SPOTIFY TECHNOLOGY S ASPOT882,147$325.1M0.86%
26ICON PLCICLR954,056$274.1M0.73%
27MICROSOFT CORPMSFT577,172$248.4M0.66%
28SITEONE LANDSCAPE SUPPLY INCSITE1,580,342$238.5M0.63%
29SHOPIFY INCSHOP2,720,481$218.0M0.58%
30DAYFORCE INC15677J1083,527,637$216.1M0.57%
31EQUINIX INCEQIX242,133$214.9M0.57%
32BRIGHT HORIZONS FAM SOL IN D1091941001,489,337$208.7M0.55%
33FIGS INCFIGS30,030,078$205.4M0.54%
34AMAZON COM INCAMZN1,095,502$204.1M0.54%
35THE TRADE DESK INC88339J1051,819,538$199.5M0.53%
36COHEN & STEERS INCCNS2,009,504$192.8M0.51%
37FAIR ISAAC CORPFICO95,870$186.3M0.49%
38HOULIHAN LOKEY INCHLI1,144,679$180.9M0.48%
39ASGN INCASGN1,894,200$176.6M0.47%
40TAIWAN SEMICONDUCTOR MFG LTD874039100960,740$166.9M0.44%
41COUPANG INCCPNG6,793,580$166.8M0.44%
42META PLATFORMS INCMETA284,930$163.1M0.43%
43CBRE GROUP INCCBRE1,299,831$161.8M0.43%
44ON HLDG AGH5919C1043,156,895$158.3M0.42%
45FLOOR & DECOR HLDGS INCFND1,252,755$155.6M0.41%
46BIRKENSTOCK HOLDING PLCBIRK3,102,507$152.9M0.41%
47ALIBABA GROUP HLDG LTDBBAAY1,434,625$152.2M0.40%
48TRANSDIGM GROUP INCTDG105,859$151.1M0.40%
49THE BALDWIN INSURANCE GRP IN05589G1023,010,000$149.9M0.40%
50WEST PHARMACEUTICAL SVSC INC955306105483,842$145.2M0.39%
51ROPER TECHNOLOGIES INCROP257,797$143.4M0.38%
52TOLL BROTHERS INCTOL897,503$138.7M0.37%
53INTAPP INCINTA2,850,455$136.3M0.36%
54ARGENX SEARGX250,304$135.7M0.36%
55TREX CO INCTREX2,026,692$134.9M0.36%
56CLEARWATER ANALYTICS HLDGS ICWAN5,326,574$134.5M0.36%
57LENNAR CORPLEN-B711,023$133.3M0.35%
58INTERACTIVE BROKERS GROUP IN45841N107912,608$127.2M0.34%
59CHART INDS INC16115Q3081,022,664$127.0M0.34%
60WELLTOWER INCWELL974,759$124.8M0.33%
61D R HORTON INC23331A109646,888$123.4M0.33%
62GDS HLDGS LTDGDHLF6,040,555$123.2M0.33%
63NEOGEN CORPNEOG7,303,115$122.8M0.33%
64INSTALLED BLDG PRODS INC45780R101492,286$121.2M0.32%
65AMPHENOL CORP NEW0320951011,853,278$120.8M0.32%
66ALTAIR ENGR INC0213691031,259,344$120.3M0.32%
67BLACKSTONE INCBX769,894$117.9M0.31%
68KRISPY KREME INCDNUT10,481,319$112.6M0.30%
69DOUGLAS EMMETT INCDEI6,389,444$112.3M0.30%
70ASPEN TECHNOLOGY INC29109X106468,011$111.8M0.30%
71MERCADOLIBRE INCMELI52,453$107.6M0.29%
72COOPER COS INC216648501939,982$103.7M0.28%
73BROOKFIELD CORP11271J1071,949,472$103.6M0.27%
74KRATOS DEFENSE & SEC SOLUTIO50077B2074,374,077$101.9M0.27%
75AXON ENTERPRISE INCAXON254,141$101.6M0.27%
76PLANET FITNESS INCPLNT1,250,000$101.5M0.27%
77RBC BEARINGS INCRBC335,075$100.3M0.27%
78ALEXANDRIA REAL ESTATE EQ IN015271109840,155$99.8M0.26%
79QUANTA SVCS INC74762E102322,789$96.2M0.26%
80DIGITAL RLTY TR INC253868103593,707$96.1M0.25%
81DRAFTKINGS INCDKNG2,392,965$93.8M0.25%
82FULL TRUCK ALLIANCE CO LTDYMM10,405,899$93.8M0.25%
83TRANSUNIONTRU876,388$91.8M0.24%
84CDW CORPCDW397,232$89.9M0.24%
85BROADCOM INCAVGO505,072$87.1M0.23%
86VEEVA SYS INCVEEV412,137$86.5M0.23%
87JONES LANG LASALLE INCJLL314,710$84.9M0.23%
88CHEESECAKE FACTORY INCCAKE2,000,000$81.1M0.22%
89CARLYLE GROUP INCCGABL1,867,253$80.4M0.21%
90LAS VEGAS SANDS CORPLVS1,581,075$79.6M0.21%
91INTUITIVE SURGICAL INCISRG160,225$78.7M0.21%
92LOWES COS INC548661107290,107$78.6M0.21%
93ROLLINS INCROL1,548,750$78.3M0.21%
94LIBERTY MEDIA CORP DELFWONB1,000,000$77.4M0.21%
95REXFORD INDL RLTY INC76169C1001,526,016$76.8M0.20%
96AVIENT CORPORATIONAVNT1,500,000$75.5M0.20%
97VORNADO RLTY TR9290421091,912,359$75.3M0.20%
98FIRST ADVANTAGE CORP NEWFA3,750,000$74.4M0.20%
99VULCAN MATLS CO929160109289,493$72.5M0.19%
100INSPIRE MED SYS INC457730109339,300$71.6M0.19%
101CREDICORP LTDBAP392,956$71.1M0.19%
102HILTON WORLDWIDE HLDGS INCHLT308,295$71.1M0.19%
103HEICO CORPHEI-A346,531$70.6M0.19%
104APPLE INCAAPL300,328$70.0M0.19%
105JOHN BEAN TECHNOLOGIES CORPJBTM700,000$69.0M0.18%
106CLOUDFLARE INCNET850,480$68.8M0.18%
107SERVICENOW INCNOW75,244$67.3M0.18%
108CYBERARK SOFTWARE LTDM2682V108225,443$65.7M0.17%
109GITLAB INCGTLB1,253,244$64.6M0.17%
110DATADOG INCDDOG556,087$64.0M0.17%
111CAESARS ENTERTAINMENT INC NE12769G1001,482,755$61.9M0.16%
112HEALTHEQUITY INCHQY750,000$61.4M0.16%
113PAR TECHNOLOGY CORPPAR1,170,908$61.0M0.16%
114INDIE SEMICONDUCTOR INCINDI15,240,606$60.8M0.16%
115COGNEX CORPCGNX1,500,000$60.8M0.16%
116WASTE CONNECTIONS INCWCN335,000$59.9M0.16%
117LIBERTY MEDIA CORP DELFWONB1,167,019$59.9M0.16%
118IDEX CORP45167R104276,961$59.4M0.16%
119MASTERCARD INCMA118,756$58.6M0.16%
120CAREDX INCCDNA1,876,672$58.6M0.16%
121JANUS INTERNATIONAL GROUP INJBI5,750,000$58.1M0.15%
122UTZ BRANDS INCUTZ3,250,000$57.5M0.15%
123IBOTTA INCIBTA918,543$56.6M0.15%
124PROCORE TECHNOLOGIES INCPCOR905,851$55.9M0.15%
125LOUISIANA PAC CORPLPX516,472$55.5M0.15%
126ADVANCED ENERGY INDS007973100513,071$54.0M0.14%
127BROOKFIELD ASSET MANAGMT LTD1130041051,100,435$52.0M0.14%
128EQUITY RESIDENTIALEQR688,198$51.2M0.14%
129BOOZ ALLEN HAMILTON HLDG CORBAH314,760$51.2M0.14%
130WEX INCWEX243,500$51.1M0.14%
131NU HLDGS LTDNU3,709,956$50.6M0.13%
132ODDITY TECH LTDODD1,246,046$50.3M0.13%
133ILLUMINA INCILMN383,621$50.0M0.13%
134DRIVEN BRANDS HLDGS INCDRVN3,500,000$49.9M0.13%
135SENTINELONE INCS2,070,974$49.5M0.13%
136PROLOGIS INCPLDGP381,980$48.2M0.13%
137TRADEWEB MKTS INC892672106388,829$48.1M0.13%
138TEXAS ROADHOUSE INCTXRH268,710$47.5M0.13%
139NCINO INCNCNO1,499,640$47.4M0.13%
140MADISON SQUARE GRDN SPRT COR55825T103225,000$46.9M0.12%
141SS&C TECHNOLOGIES HOLDINGS INCSSNC629,856$46.7M0.12%
142MASIMO CORPMASI347,200$46.3M0.12%
143ZAI LAB LTDZLAB1,906,520$46.0M0.12%
144VISA INCV165,906$45.6M0.12%
145ASML HOLDING N VASMLF53,929$44.9M0.12%
146VARONIS SYS INCVRNS793,539$44.8M0.12%
147AMERICAN TOWER CORP03027X100192,717$44.8M0.12%
148MERCURY SYS INCMRCY1,205,654$44.6M0.12%
149AFYA LTDAFYA2,526,643$43.1M0.11%
150EXACT SCIENCES CORP30063P105628,000$42.8M0.11%
151HEICO CORPHEI-A162,433$42.5M0.11%
152GRID DYNAMICS HLDGS INCGDYN3,000,000$42.0M0.11%
153INARI MED INC45332Y1091,006,129$41.5M0.11%
154AVALONBAY CMNTYS INCAWX177,611$40.0M0.11%
155MGM RESORTS INTERNATIONALMGM1,015,296$39.7M0.11%
156VERACYTE INCVCYT1,125,806$38.3M0.10%
157KANZHUN LIMITEDBZ2,195,825$38.1M0.10%
158DEXCOM INCDXCM564,854$37.9M0.10%
159CROWDSTRIKE HLDGS INCCRWD133,345$37.4M0.10%
160TENCENT MUSIC ENTMT GROUPXHLD3,082,925$37.1M0.10%
161BUILDERS FIRSTSOURCE INCBLDR187,444$36.3M0.10%
162MOELIS & COMC527,186$36.1M0.10%
163EXPONENT INCEXPO313,262$36.1M0.10%
164SNOWFLAKE INCSNOW293,674$33.7M0.09%
165STEVANATO GROUP S P ASTVN1,685,181$33.7M0.09%
166UNITEDHEALTH GROUP INCUNH56,890$33.3M0.09%
167INTEGER HLDGS CORPITGR254,377$33.1M0.09%
168MONTROSE ENVIRONMENTAL GROUPMEG1,242,630$32.7M0.09%
169JD.COM INCJDCMF808,508$32.3M0.09%
170SAMSARA INCIOT667,125$32.1M0.09%
171INVITATION HOMES INCINVH905,787$31.9M0.08%
172WIX COM LTDWIX190,842$31.9M0.08%
173GOLD FIELDS LTDGFIOF2,018,817$31.0M0.08%
174MACERICH COMAC1,695,420$30.9M0.08%
175BLOCK INCBSQKZ457,751$30.7M0.08%
176REPAY HLDGS CORPRPAY3,758,000$30.7M0.08%
177DYNATRACE INCDT571,557$30.6M0.08%
178VIKING THERAPEUTICS INCVKTX474,644$30.0M0.08%
179VERISIGN INCVRSN154,738$29.4M0.08%
180XP INCXP1,622,997$29.1M0.08%
181AMERICAN HOMES 4 RENTAMH-PG757,006$29.1M0.08%
182ARCELLX INCACLX342,832$28.6M0.08%
183WILLIS TOWERS WATSON PUB LTDWTW95,295$28.1M0.07%
184CODERE ONLINE LUXEMBOURG S ACDROW3,503,284$28.0M0.07%
185DUOLINGO INCDUOL91,512$25.8M0.07%
186MONOLITHIC PWR SYS INC60983910527,915$25.8M0.07%
187THERMO FISHER SCIENTIFIC INCTMO41,635$25.8M0.07%
188PDD HOLDINGS INCPDD185,362$25.0M0.07%
189REPLIGEN CORPRGEN167,019$24.9M0.07%
190NOVA LTDNVMI113,452$23.6M0.06%
191S&P GLOBAL INCSPGI45,241$23.4M0.06%
192COUCHBASE INC22207T1011,410,647$22.7M0.06%
193SITIME CORPSITM132,516$22.7M0.06%
194ENDAVA PLCDAVA851,596$21.7M0.06%
195ESTABLISHMENT LABS HLDGS INCESTA489,386$21.2M0.06%
196ALKAMI TECHNOLOGY INCALKT670,127$21.1M0.06%
197FOX FACTORY HLDG CORPFOXF500,000$20.8M0.06%
198LINEAGE INCLINE261,228$20.5M0.05%
199ELI LILLY & COLLY23,000$20.4M0.05%
200HUBSPOT INCHUBS37,926$20.2M0.05%
201DANAHER CORP DEL23585110272,419$20.1M0.05%
202GCM GROSVENOR INCGCMG1,750,000$19.8M0.05%
203TWFG INCTWFG728,748$19.8M0.05%
204ATLASSIAN CORPORATIONTEAM124,018$19.7M0.05%
205NOVANTA INCNOVTU106,455$19.0M0.05%
206LIBERTY MEDIA CORP DELFWONB266,176$19.0M0.05%
207IRON MTN INC DEL46284V101159,114$18.9M0.05%
208ALPHABET INCGOOG112,898$18.9M0.05%
209GLOBANT S AGLOB93,460$18.5M0.05%
210MOODYS CORPMCO37,741$17.9M0.05%
211AAON INCAAON164,959$17.8M0.05%
212YUM CHINA HLDGS INCYUMC392,632$17.7M0.05%
213MARAVAI LIFESCIENCES HLDGS IMARA2,123,651$17.6M0.05%
214ADVANCED MICRO DEVICES INCAMD105,364$17.3M0.05%
215JEFFERIES FINL GROUP INC47233W109279,528$17.2M0.05%
216ENERPAC TOOL GROUP CORPEPAC410,369$17.2M0.05%
217APOLLO GLOBAL MGMT INC03769M106137,429$17.2M0.05%
218ZSCALER INCZS100,272$17.1M0.05%
219AIRBNB INCABNB134,000$17.0M0.05%
220ROCKET PHARMACEUTICALS INCRCKTW884,341$16.3M0.04%
221KKR & CO INCKKRT117,954$15.4M0.04%
222LPL FINL HLDGS INC50212V10065,448$15.2M0.04%
223ALPHABET INCGOOG87,950$14.6M0.04%
224REDDIT INCRDDT221,254$14.6M0.04%
225AMERICOLD RLTY TRCOLD500,000$14.1M0.04%
226FIVERR INTL LTDM4R82T106543,820$14.1M0.04%
227SBA COMMUNICATIONS CORPSBAC56,879$13.7M0.04%
228BOSTON SCIENTIFIC CORPBSX159,000$13.3M0.04%
229INTUITINTU21,007$13.0M0.03%
230TEMPUS AI INCTEM225,800$12.8M0.03%
231VENTAS INCVTR197,421$12.7M0.03%
232AGILENT TECHNOLOGIES INCA78,663$11.7M0.03%
233RHRH33,495$11.2M0.03%
234VERTEX PHARMACEUTICALS INCVRTX23,000$10.7M0.03%
235ASTRAZENECA PLCAZN133,244$10.4M0.03%
236BILL COM HLDGS INCBILL196,261$10.4M0.03%
237ADOBE INCADBE19,136$9.9M0.03%
238WYNN RESORTS LTDWYNN102,516$9.8M0.03%
239FORTUNE BRANDS HOME & SEC INFBIN106,410$9.5M0.03%
240STEPSTONE GROUP INCSTEP165,703$9.4M0.02%
241CADENCE DESIGN SYSTEM INCCDNS33,615$9.1M0.02%
242ACCENTURE PLC IRELANDACN25,678$9.1M0.02%
243HOLLEY INCHLLY-WT3,000,000$8.8M0.02%
244LEGEND BIOTECH CORPLEGN168,158$8.2M0.02%
245STRYKER CORPORATIONSYK22,000$7.9M0.02%
246HCA HEALTHCARE INCHCA18,300$7.4M0.02%
247AGREE RLTY CORP00849210095,040$7.2M0.02%
248BRIXMOR PPTY GROUP INC11120U105255,165$7.1M0.02%
249PARK HOTELS & RESORTS INCPK495,753$7.0M0.02%
250BOYD GAMING CORPBYD107,963$7.0M0.02%
251HEALTHPEAK PROPERTIES INCDOC299,579$6.9M0.02%
252TEXAS INSTRS INC88250810432,488$6.7M0.02%
253COSTCO WHSL CORP NEW22160K1057,370$6.5M0.02%
254TKO GROUP HOLDINGS INCTKO51,331$6.4M0.02%
255ELEVANCE HEALTH INCELV11,600$6.0M0.02%
256MERCK & CO INCMRK52,400$6.0M0.02%
257MARRIOTT VACATIONS WORLDWIDEVAC79,801$5.9M0.02%
258CME GROUP INCCME26,113$5.8M0.02%
259LOAR HOLDINGS INCLOAR75,802$5.7M0.01%
260MARTIN MARIETTA MATLS INC57328410610,068$5.4M0.01%
261FIRST INDL RLTY TR INC32054K10391,396$5.1M0.01%
262INDEPENDENCE RLTY TR INC45378A106247,346$5.1M0.01%
263POOL CORPORATIONPOOL12,665$4.8M0.01%
264ROBERT HALF INC.RHI70,707$4.8M0.01%
265REGENERON PHARMACEUTICALSREGN4,500$4.7M0.01%
266MANHATTAN ASSOCS INCMANH16,239$4.6M0.01%
267RYMAN HOSPITALITY PPTYS INC78377T10742,473$4.6M0.01%
268NATERA INCNTRA35,000$4.4M0.01%
269SIMON PPTY GROUP INC NEW82880610926,141$4.4M0.01%
270NORDSON CORPNDSN16,268$4.3M0.01%
271AGNICO EAGLE MINES LTDAEM52,746$4.2M0.01%
272HILTON GRAND VACATIONS INCHGV116,200$4.2M0.01%
273TENET HEALTHCARE CORPTHC25,000$4.2M0.01%
274NOVO-NORDISK A SNONOF33,995$4.0M0.01%
275XENON PHARMACEUTICALS INCXENE100,100$3.9M0.01%
276VAXCYTE INCPCVX31,000$3.5M0.01%
277ZOETIS INCZTS17,000$3.3M0.01%
278ACV AUCTIONS INCACVA156,395$3.2M0.01%
279MITSUBISHI UFJ FINL GROUP IN606822104295,681$3.0M0.01%
280INSMED INCINSM40,500$3.0M0.01%
281PROGRESSIVE CORP74331510311,600$2.9M0.01%
282CERTARA INCCERT240,000$2.8M0.01%
283HDFC BANK LTDHDB44,698$2.8M0.01%
284ULTRAGENYX PHARMACEUTICAL INRARE48,000$2.7M0.01%
285GLAUKOS CORPGKOS20,000$2.6M0.01%
286RIVIAN AUTOMOTIVE INCRIVN226,546$2.5M0.01%
287RADNET INCRDNT35,000$2.4M0.01%
288FISERV INCFISV13,300$2.4M0.01%
289BIOHAVEN LTDBHVN45,000$2.2M0.01%
290BIONTECH SEBNTX18,574$2.2M0.01%
291FEDERAL RLTY INVT TR NEW31374510117,880$2.1M0.01%
292MANCHESTER UTD PLC NEWG5784H106111,479$1.8M0.00%
293GENMAB A/SGNMSF72,374$1.8M0.00%
294PRICE T ROWE GROUP INCTROW15,260$1.7M0.00%
295SURGERY PARTNERS INCSGRY40,000$1.3M0.00%
296ALEXANDERS INCALX5,000$1.2M0.00%
297ESSENT GROUP LTDESNT18,653$1.2M0.00%
298KYMERA THERAPEUTICS INCKYMR25,000$1.2M0.00%
299BLACKROCK INCBLK1,200$1.1M0.00%
300CARMAX INCKMX14,098$1.1M0.00%
301ENVESTNET INC29404K10617,087$1.1M0.00%
302HENRY JACK & ASSOC INC4262811016,000$1.1M0.00%
303LIBERTY BROADBAND CORPLBRDP12,749$985,3700.00%
304VICTORY CAP HLDGS INC92645B10316,596$919,4180.00%
305IMMUNOVANT INCIMVT30,000$855,3000.00%
306EQUIFAX INCEFX2,900$852,1940.00%
307GLOBAL PMTS INC37940X1028,000$819,3600.00%
308HOME DEPOT INCHD2,000$810,4000.00%
309DICKS SPORTING GOODS INC2533931023,831$799,5300.00%
310BERKSHIRE HATHAWAY INC DELBRK-A1$691,1800.00%
311QUALCOMM INCQCOM4,000$680,2000.00%
312LAM RESEARCH CORPLRCX831$678,1620.00%
313VANGUARD INTL EQUITY INDEX F92204285814,069$673,2020.00%
314LITTELFUSE INCLFUS2,317$614,5840.00%
315MONGODB INCMDB1,661$449,0510.00%
316TABOOLA.COM LTDTBLAW120,899$406,2210.00%
317GOLDMAN SACHS GROUP INCGSCE800$396,0880.00%
318WORKDAY INCWDAY1,578$385,6790.00%
319INNOVID CORPINHD191,161$344,0900.00%
320MOBILEYE GLOBAL INCMBLY25,108$343,9800.00%
321EDWARDS LIFESCIENCES CORPEW5,190$342,4880.00%
322PROCTER & GAMBLE CO7427181091,796$311,0670.00%
323CI&T INCCINT25,830$175,3860.00%
324FASTENAL COFAST2,330$166,4090.00%
325GRAIL INCGRAL7,923$109,0200.00%
326SMUCKER J M CO832696405251$30,3960.00%
327COMMUNITY HEALTH SYS INC NEW203668108100$6070.00%
328PUBLIC STORAGEPSA-PS1$3640.00%