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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 2025 · Filed November 14, 2025 · Accession 0001017918-25-000059

Total Value
$37.71B
Positions
330
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (330)

#IssuerTicker / CUSIPSharesValue% of Filing
1TESLA INCTSLA11,947,614$5.31B14.09%
2ARCH CAP GROUP LTDG0450A10518,759,655$1.70B4.51%
3COSTAR GROUP INCCSGP19,255,566$1.62B4.31%
4MSCI INCMSCI2,394,117$1.36B3.60%
5IDEXX LABS INC45168D1041,884,129$1.20B3.19%
6GUIDEWIRE SOFTWARE INCGWRE5,168,851$1.19B3.15%
7GARTNER INCIT4,322,113$1.14B3.01%
8HYATT HOTELS CORPH6,116,673$868.1M2.30%
9VAIL RESORTS INCMTN5,702,692$853.0M2.26%
10KINSALE CAP GROUP INC49714P1081,788,590$760.6M2.02%
11RED ROCK RESORTS INCRRR12,269,167$749.2M1.99%
12SPOTIFY TECHNOLOGY S ASPOT988,695$690.1M1.83%
13SCHWAB CHARLES CORPSCHW-PJ7,131,959$680.9M1.81%
14CHOICE HOTELS INTL INC1699051065,359,896$573.0M1.52%
15NVIDIA CORPORATIONNVDA2,985,302$557.0M1.48%
16FACTSET RESH SYS INC3030751051,819,059$521.1M1.38%
17FIGS INCFIGS59,934,448$401.0M1.06%
18PRIMERICA INCPRI1,408,241$390.9M1.04%
19SHOPIFY INCSHOP2,285,499$339.6M0.90%
20MORNINGSTAR INCMORN1,414,305$328.1M0.87%
21INTERACTIVE BROKERS GROUP IN45841N1074,609,768$317.2M0.84%
22VERTIV HOLDINGS COVRT2,070,643$312.4M0.83%
23VERISK ANALYTICS INCVRSK1,221,015$307.1M0.81%
24BIRKENSTOCK HOLDING PLCBIRK6,353,801$287.5M0.76%
25METTLER TOLEDO INTERNATIONALMTD211,352$259.5M0.69%
26SITEONE LANDSCAPE SUPPLY INCSITE1,966,876$253.3M0.67%
27GAMING & LEISURE PPTYS INC36467J1085,143,996$239.8M0.64%
28AMAZON COM INCAMZN1,078,312$236.8M0.63%
29AMPHENOL CORP0320951011,889,530$233.8M0.62%
30HOULIHAN LOKEY INCHLI1,130,190$232.1M0.62%
31CBRE GROUP INCCBRE1,362,985$214.8M0.57%
32WELLTOWER INCWELL1,186,934$211.4M0.56%
33ON HLDG AGH5919C1044,746,553$201.0M0.53%
34META PLATFORMS INCMETA265,135$194.7M0.52%
35ALIBABA GROUP HLDG LTDBBAAY1,003,699$179.4M0.48%
36KRATOS DEFENSE & SEC SOLUTIO50077B2071,932,889$176.6M0.47%
37MICROSOFT CORPMSFT335,547$173.8M0.46%
38WYNN RESORTS LTDWYNN1,337,858$171.6M0.46%
39KARMAN HLDGS INCKRMN2,371,232$171.2M0.45%
40TAIWAN SEMICONDUCTOR MFG LTD874039100605,912$169.2M0.45%
41JONES LANG LASALLE INCJLL564,097$168.3M0.45%
42GDS HLDGS LTDGDHLF4,258,664$164.8M0.44%
43BROOKFIELD CORP11271J1072,402,280$164.7M0.44%
44BROADCOM INCAVGO497,399$164.1M0.44%
45TOLL BROTHERS INCTOL1,156,885$159.8M0.42%
46DRAFTKINGS INCDKNG4,105,968$153.6M0.41%
47QUANTA SVCS INC74762E102356,846$147.9M0.39%
48MERCADOLIBRE INCMELI62,634$146.4M0.39%
49LOAR HOLDINGS INCLOAR1,809,099$144.7M0.38%
50LIBERTY MEDIA CORP DELFWONB1,458,910$141.5M0.38%
51EQUINIX INCEQIX178,348$139.7M0.37%
52BIO-TECHNE CORPTECH2,496,323$138.9M0.37%
53COUPANG INCCPNG4,305,895$138.6M0.37%
54CLEARWATER ANALYTICS HLDGS ICWAN7,675,038$138.3M0.37%
55RBC BEARINGS INCRBC327,649$127.9M0.34%
56SAMSARA INCIOT3,378,831$125.9M0.33%
57ARGENX SEARGX167,694$123.7M0.33%
58ICON PLCICLR684,941$119.9M0.32%
59PLANET FITNESS INCPLNT1,150,028$119.4M0.32%
60INTAPP INCINTA2,880,950$117.8M0.31%
61EXACT SCIENCES CORP30063P1052,139,050$117.0M0.31%
62FAIR ISAAC CORPFICO75,829$113.5M0.30%
63COHEN & STEERS INCCNS1,728,387$113.4M0.30%
64INSTALLED BLDG PRODS INC45780R101458,182$113.0M0.30%
65ROPER TECHNOLOGIES INCROP226,060$112.7M0.30%
66FLOOR & DECOR HLDGS INCFND1,527,395$112.6M0.30%
67TRANSDIGM GROUP INCTDG82,149$108.3M0.29%
68PROCORE TECHNOLOGIES INCPCOR1,480,776$108.0M0.29%
69HEICO CORPHEI-A424,729$107.9M0.29%
70BLACKSTONE INCBX616,242$105.3M0.28%
71AMERICAN TOWER CORP03027X100534,053$102.7M0.27%
72PROLOGIS INC.PLDGP891,522$102.1M0.27%
73BRIGHT HORIZONS FAM SOL IN D109194100938,962$101.9M0.27%
74CRH PLCCRH842,734$101.0M0.27%
75MERCURY SYS INCMRCY1,295,284$100.3M0.27%
76JBT MAREL CORPORATIONJBTM700,040$98.3M0.26%
77CLOUDFLARE INCNET454,234$97.5M0.26%
78SERVICETITAN INCTTAN962,618$97.1M0.26%
79VEEVA SYS INCVEEV325,650$97.0M0.26%
80LIBERTY MEDIA CORP DELFWONB900,000$94.0M0.25%
81THE TRADE DESK INC88339J1051,798,634$88.2M0.23%
82INDIE SEMICONDUCTOR INCINDI21,557,287$87.7M0.23%
83COGNEX CORPCGNX1,900,166$86.1M0.23%
84ODDITY TECH LTDODD1,376,781$85.8M0.23%
85THE BALDWIN INSURANCE GRP IN05589G1023,010,203$84.9M0.23%
86SNOWFLAKE INCSNOW373,422$84.2M0.22%
87TREX CO INCTREX1,589,735$82.1M0.22%
88FULL TRUCK ALLIANCE CO LTDYMM6,314,857$81.9M0.22%
89DRIVEN BRANDS HLDGS INCDRVN5,000,261$80.6M0.21%
90INTEGER HLDGS CORPITGR766,055$79.2M0.21%
91WEST PHARMACEUTICAL SVSC INC955306105300,931$78.9M0.21%
92CREDICORP LTDBAP295,922$78.8M0.21%
93DUOLINGO INCDUOL243,708$78.4M0.21%
94DATADOG INCDDOG539,443$76.8M0.20%
95ROLLINS INCROL1,279,912$75.2M0.20%
96GITLAB INCGTLB1,598,057$72.0M0.19%
97HEALTHEQUITY INCHQY759,525$72.0M0.19%
98AIRBNB INCABNB578,540$70.2M0.19%
99LPL FINL HLDGS INC50212V100207,897$69.2M0.18%
100TRANSUNIONTRU822,483$68.9M0.18%
101VULCAN MATLS CO929160109223,166$68.7M0.18%
102HILTON WORLDWIDE HLDGS INCHLT264,417$68.6M0.18%
103CHEESECAKE FACTORY INCCAKE1,250,037$68.3M0.18%
104AAON INCAAON726,907$67.9M0.18%
105PAR TECHNOLOGY CORPPAR1,711,465$67.7M0.18%
106DYNATRACE INCDT1,378,122$66.8M0.18%
107ADVANCED ENERGY INDS007973100391,985$66.7M0.18%
108LAS VEGAS SANDS CORPLVS1,218,229$65.5M0.17%
109ENPRO INCNPO289,391$65.4M0.17%
110ELI LILLY & COLLY85,613$65.3M0.17%
111NOVANTA INCNOVTU627,093$62.8M0.17%
112ASGN INCASGN1,321,680$62.6M0.17%
113LOUISIANA PAC CORPLPX703,627$62.5M0.17%
114RADNET INCRDNT810,066$61.7M0.16%
115TAYLOR MORRISON HOME CORPTMHC923,655$61.0M0.16%
116LOWES COS INC548661107242,466$60.9M0.16%
117VISA INCV177,441$60.6M0.16%
118ALKAMI TECHNOLOGY INCALKT2,395,032$59.5M0.16%
119MONTROSE ENVIRONMENTAL GROUPMEG2,160,463$59.3M0.16%
120JFROG LTDFROG1,249,068$59.1M0.16%
121FIRST ADVANTAGE CORPFA3,750,173$57.7M0.15%
122MASIMO CORPMASI388,747$57.4M0.15%
123HEICO CORPHEI-A177,633$57.3M0.15%
124VORNADO RLTY TR9290421091,408,487$57.1M0.15%
125BROOKFIELD ASSET MANAGMT LTD113004105984,871$56.1M0.15%
126NCINO INCNCNO2,053,712$55.7M0.15%
127ZSCALER INCZS183,773$55.1M0.15%
128SITIME CORPSITM178,103$53.7M0.14%
129MACERICH COMAC2,909,869$53.0M0.14%
130NETSKOPE INCNTSK2,326,779$52.9M0.14%
131PONY AI INCPYAIF2,335,346$52.5M0.14%
132SS&C TECHNOLOGIES HOLDINGS INCSSNC582,489$51.7M0.14%
133MADISON SQUARE GRDN SPRT COR55825T103225,015$51.1M0.14%
134REPLIGEN CORPRGEN381,678$51.0M0.14%
135MASTERCARD INCORPORATEDMA89,466$50.9M0.13%
136STEVANATO GROUP S P ASTVN1,973,759$50.8M0.13%
137DIGITAL RLTY TR INC253868103292,623$50.6M0.13%
138SENTINELONE INCS2,869,125$50.5M0.13%
139STUBHUB HLDGS INCSTUB2,994,330$50.4M0.13%
140PRIMO BRANDS CORPORATIONPRMB2,252,512$49.8M0.13%
141ESTABLISHMENT LABS HLDGS INCESTA1,181,824$48.4M0.13%
142TEXAS ROADHOUSE INCTXRH288,439$47.9M0.13%
143ZAI LAB LTDZLAB1,371,243$46.5M0.12%
144HINGE HEALTH INCHNGE944,975$46.4M0.12%
145SERVICENOW INCNOW50,250$46.2M0.12%
146CAREDX INCCDNA3,155,180$45.9M0.12%
147COOPER COS INC216648501663,738$45.5M0.12%
148BADGER METER INCBMI254,423$45.4M0.12%
149ARCELLX INCACLX550,236$45.2M0.12%
150SIMON PPTY GROUP INC828806109239,755$45.0M0.12%
151INTUITIVE SURGICAL INCISRG99,633$44.6M0.12%
152IRON MTN INC DEL46284V101436,831$44.5M0.12%
153MONOLITHIC PWR SYS INC60983910548,196$44.4M0.12%
154TRADEWEB MKTS INC892672106392,110$43.5M0.12%
155LIVE NATION ENTERTAINMENT INLYV265,000$43.3M0.11%
156TENCENT MUSIC ENTMT GROUPXHLD1,839,036$42.9M0.11%
157LEGENCE CORPLGN1,392,531$42.9M0.11%
158CDW CORPCDW261,984$41.7M0.11%
159HEARTFLOW INCHTFL1,237,506$41.7M0.11%
160AXON ENTERPRISE INCAXON57,242$41.1M0.11%
161ADVANCED DRAIN SYS INC DEL00790R104294,678$40.9M0.11%
162BXP INCBXP543,461$40.4M0.11%
163WINGSTOP INCWING159,779$40.2M0.11%
164NEOGEN CORPNEOG6,852,218$39.1M0.10%
165STEPSTONE GROUP INCSTEP598,290$39.1M0.10%
166FIGMA INCFIG750,000$38.9M0.10%
167ALPHABET INCGOOG157,439$38.3M0.10%
168MOELIS & COMC525,778$37.5M0.10%
169AMERICAN HOMES 4 RENTAMH-PG1,116,846$37.1M0.10%
170DAYFORCE INC15677J108523,064$36.0M0.10%
171EQUITY RESIDENTIALEQR551,275$35.7M0.09%
172IDEX CORP45167R104218,922$35.6M0.09%
173WASTE CONNECTIONS INCWCN200,000$35.2M0.09%
174NOVA LTDNVMI109,692$35.1M0.09%
175EXPONENT INCEXPO502,449$34.9M0.09%
176XP INCXP1,855,610$34.9M0.09%
177BLOCK INCBSQKZ476,224$34.4M0.09%
178JEFFERIES FINL GROUP INC47233W109519,528$34.0M0.09%
179D R HORTON INC23331A109199,717$33.8M0.09%
180KE HLDGS INCBEKE1,756,357$33.4M0.09%
181WILLIS TOWERS WATSON PLC LTDWTW96,358$33.3M0.09%
182BOOZ ALLEN HAMILTON HLDG CORBAH329,787$33.0M0.09%
183AVIENT CORPORATIONAVNT1,000,000$33.0M0.09%
184VARONIS SYS INCVRNS559,250$32.1M0.09%
185BLACKSTONE MTG TR INCBX1,696,314$31.2M0.08%
186ASML HOLDING N VASMLF31,588$30.6M0.08%
187LIBERTY MEDIA CORP DELFWONB317,764$30.3M0.08%
188ALPHABET INCGOOG117,250$28.6M0.08%
189KKR & CO INCKKRT218,260$28.4M0.08%
190ATLASSIAN CORPORATIONTEAM175,254$28.0M0.07%
191NU HLDGS LTDNU1,738,774$27.8M0.07%
192CROWDSTRIKE HLDGS INCCRWD56,539$27.7M0.07%
193DOUGLAS EMMETT INCDEI1,749,441$27.2M0.07%
194JANUS INTERNATIONAL GROUP INJBI2,750,000$27.1M0.07%
195AFYA LTDAFYA1,729,805$27.0M0.07%
196WIX COM LTDWIX149,531$26.6M0.07%
197GCM GROSVENOR INCGCMG2,200,316$26.6M0.07%
198TWFG INCTWFG954,128$26.2M0.07%
199SOCIEDAD QUIMICA Y MINERA DE833635105600,938$25.8M0.07%
200VERISIGN INCVRSN88,571$24.8M0.07%
201SAILPOINT INCSAIL1,106,568$24.4M0.06%
202CODERE ONLINE LUXEMBOURG S ACDROW3,503,284$24.2M0.06%
203INDEPENDENCE RLTY TR INC45378A1061,467,193$24.0M0.06%
204GRID DYNAMICS HLDGS INCGDYN3,000,322$23.1M0.06%
205VERACYTE INCVCYT645,621$22.2M0.06%
206S&P GLOBAL INCSPGI45,126$22.0M0.06%
207XPENG INCXPNGF928,738$21.8M0.06%
208TEMPUS AI INCTEM263,250$21.2M0.06%
209RAMACO RES INCMETCZ623,058$20.7M0.05%
210ILLUMINA INCILMN208,094$19.8M0.05%
211REPAY HLDGS CORPRPAY3,750,000$19.6M0.05%
212DEXCOM INCDXCM272,500$18.3M0.05%
213ENERPAC TOOL GROUP CORPEPAC446,217$18.3M0.05%
214ACCELERANT HOLDINGSARX1,218,309$18.1M0.05%
215MOODYS CORPMCO36,042$17.2M0.05%
216APOLLO GLOBAL MGMT INC03769M106127,330$17.0M0.04%
217INTUITINTU24,283$16.6M0.04%
218VIA TRANSN INC92556W104333,384$16.0M0.04%
219GOLD FIELDS LTDGFIOF370,774$15.6M0.04%
220EASTGROUP PPTYS INC27727610184,614$14.3M0.04%
221ARISTA NETWORKS INCANET97,965$14.3M0.04%
222INSPIRE MED SYS INC457730109190,023$14.1M0.04%
223TRANSCAT INCTRNS191,566$14.0M0.04%
224ATEGRITY SPECIALTY IN CO HO04681Y103679,406$13.4M0.04%
225CME GROUP INCCME48,456$13.1M0.03%
226CYBERARK SOFTWARE LTDM2682V10826,779$12.9M0.03%
227ARS PHARMACEUTICALS INCSPRY1,268,532$12.7M0.03%
228THERMO FISHER SCIENTIFIC INCTMO24,712$12.0M0.03%
229VENTAS INCVTR170,525$11.9M0.03%
230IRIDIUM COMMUNICATIONS INCIRDM682,926$11.9M0.03%
231SYNOPSYS INCSNPS23,788$11.7M0.03%
232MIRION TECHNOLOGIES INCMIR500,000$11.6M0.03%
233AGILYSYS INCAGYS106,214$11.2M0.03%
234ASTRAZENECA PLCAZN140,008$10.7M0.03%
235CARLYLE GROUP INCCGABL167,076$10.5M0.03%
236HOLLEY INCHLLY-WT3,250,000$10.2M0.03%
237FIVERR INTL LTDM4R82T106389,369$9.5M0.03%
238DANAHER CORPORATION23585110247,329$9.4M0.02%
239AMERICAN HEALTHCARE REIT INCAHR200,144$8.4M0.02%
240PDD HOLDINGS INCPDD62,386$8.2M0.02%
241VICI PPTYS INC925652109239,048$7.8M0.02%
242HOST HOTELS & RESORTS INCHST456,325$7.8M0.02%
243DEUTSCHE BANK A GD18190898216,214$7.7M0.02%
244INVITATION HOMES INCINVH258,156$7.6M0.02%
245MITSUBISHI UFJ FINL GROUP IN606822104451,826$7.2M0.02%
246SMARTSTOP SELF STORAG REIT I83192D402185,572$7.0M0.02%
247BUILDERS FIRSTSOURCE INCBLDR57,196$6.9M0.02%
248BOYD GAMING CORPBYD79,700$6.9M0.02%
249BOSTON SCIENTIFIC CORPBSX70,000$6.8M0.02%
250STRYKER CORPORATIONSYK18,000$6.7M0.02%
251VERTEX INCVERX248,042$6.1M0.02%
252COSTCO WHSL CORP22160K1056,349$5.9M0.02%
253INSMED INCINSM38,200$5.5M0.01%
254AGILENT TECHNOLOGIES INCA41,423$5.3M0.01%
255AGREE RLTY CORP00849210074,128$5.3M0.01%
256POOL CORPPOOL15,762$4.9M0.01%
257ABBVIE INCABBV21,000$4.9M0.01%
258HILTON GRAND VACATIONS INCHGV110,200$4.6M0.01%
259HUBSPOT INCHUBS9,302$4.4M0.01%
260MCKESSON CORPMCK5,300$4.1M0.01%
261TERRENO RLTY CORP88146M10167,525$3.8M0.01%
262HDFC BANK LTDHDB107,320$3.7M0.01%
263AGNICO EAGLE MINES LTDAEM21,466$3.6M0.01%
264VOYAGER TECHNOLOGIES INCVOYG120,000$3.6M0.01%
265PENUMBRA INCPEN13,500$3.4M0.01%
266VIKING THERAPEUTICS INCVKTX126,737$3.3M0.01%
267UDR INCUDR88,575$3.3M0.01%
268ROBINHOOD MKTS INC77070010221,000$3.0M0.01%
269KILROY RLTY CORP49427F10868,969$2.9M0.01%
270BILL HOLDINGS INCBILL54,733$2.9M0.01%
271MARRIOTT VACATIONS WORLDWIDEVAC41,800$2.8M0.01%
272GILEAD SCIENCES INCGILD24,000$2.7M0.01%
273APPLE INCAAPL9,030$2.3M0.01%
274EDWARDS LIFESCIENCES CORPEW29,425$2.3M0.01%
275ENCOMPASS HEALTH CORPEHC17,500$2.2M0.01%
276TEVA PHARMACEUTICAL INDS LTD881624209110,000$2.2M0.01%
277FRESHPET INCFRPT38,628$2.1M0.01%
278LUMENTUM HLDGS INCLITE12,582$2.0M0.01%
279COHERENT CORPCOHR18,994$2.0M0.01%
280VERTEX PHARMACEUTICALS INCVRTX5,200$2.0M0.01%
281DOXIMITY INCDOCS27,000$2.0M0.01%
282ROBERT HALF INC.RHI57,600$2.0M0.01%
283LAM RESEARCH CORPLRCX13,529$1.8M0.00%
284INSULET CORPPODD5,700$1.8M0.00%
285CIDARA THERAPEUTICS INC17175720617,500$1.7M0.00%
286ALEXANDRIA REAL ESTATE EQ IN01527110920,104$1.7M0.00%
287IONIS PHARMACEUTICALS INCIONS25,000$1.6M0.00%
288PROGRESSIVE CORP7433151036,600$1.6M0.00%
289ALNYLAM PHARMACEUTICALS INCALNY3,500$1.6M0.00%
290ROIVANT SCIENCES LTDROIV105,000$1.6M0.00%
291UNITEDHEALTH GROUP INCUNH4,300$1.5M0.00%
292MANCHESTER UTD PLCG5784H10690,448$1.4M0.00%
293CYTOKINETICS INCCYTK24,500$1.3M0.00%
294CONFLUENT INC20717M10365,000$1.3M0.00%
295BLACKROCK INCBLK1,100$1.3M0.00%
296XENON PHARMACEUTICALS INCXENE30,000$1.2M0.00%
297MADRIGAL PHARMACEUTICALS INCMDGL2,600$1.2M0.00%
298NOVO-NORDISK A SNONOF21,441$1.2M0.00%
299ABIVAX SAAAVXF14,000$1.2M0.00%
300ASCENDIS PHARMA A/SASND5,600$1.1M0.00%
301ENDAVA PLCDAVA118,800$1.1M0.00%
302VICTORY CAP HLDGS INC92645B10316,596$1.1M0.00%
303CVS HEALTH CORPCVS13,000$980,0700.00%
304ZILLOW GROUP INCZ12,150$936,1570.00%
305EQUIFAX INCEFX3,500$897,8550.00%
306HENRY JACK & ASSOC INC4262811016,000$893,5800.00%
307CAPITAL ONE FINL CORP14040H1054,000$850,3200.00%
308HOME DEPOT INCHD2,000$810,3800.00%
309BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.00%
310TENET HEALTHCARE CORPTHC3,500$710,6400.00%
311QUALCOMM INCQCOM4,000$665,4400.00%
312FISERV INCFISV5,000$644,6500.00%
313GOLDMAN SACHS GROUP INCGSCE800$637,0800.00%
314NATERA INCNTRA3,500$563,3950.00%
315ESSENT GROUP LTDESNT8,335$529,7730.00%
316BIONTECH SEBNTX5,276$520,3190.00%
317CARMAX INCKMX10,875$487,9610.00%
318MERUS N VN5749R1005,000$470,7500.00%
319GRAIL INCGRAL7,713$456,0700.00%
320PRICE T ROWE GROUP INCTROW4,000$410,5600.00%
321KYMERA THERAPEUTICS INCKYMR7,000$396,2000.00%
322ICICI BANK LIMITEDIBN11,708$353,9330.00%
323MANHATTAN ASSOCS INCMANH1,550$317,7190.00%
324MOBILEYE GLOBAL INCMBLY13,357$188,6010.00%
325SBA COMMUNICATIONS CORPSBAC600$116,0100.00%
326FERRARI N VRACE11$5,3370.00%
327FLUTTER ENTMT PLCG3643J10816$4,0640.00%
328IMPINJ INCPI19$3,4340.00%
329MILLROSE PPTYS INC60113710220$6720.00%
330COMMUNITY HEALTH SYS INC203668108100$3210.00%