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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 Q4 2025 · Filed February 17, 2026 · Accession 0001017918-26-000015

Total Value
$36.91B
Positions
327
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (327)

#IssuerTicker / CUSIPSharesValue% of Filing
1TESLA INCTSLA11,927,475$5.36B14.53%
2ARCH CAP GROUP LTDG0450A10517,987,505$1.73B4.67%
3MSCI INCMSCI2,755,747$1.58B4.28%
4COSTAR GROUP INCCSGP19,498,099$1.31B3.55%
5IDEXX LABS INC45168D1041,798,041$1.22B3.30%
6GARTNER INCIT4,212,957$1.06B2.88%
7GUIDEWIRE SOFTWARE INCGWRE5,147,550$1.03B2.80%
8HYATT HOTELS CORPH6,106,485$979.0M2.65%
9FACTSET RESH SYS INC3030751052,888,845$838.3M2.27%
10RED ROCK RESORTS INCRRR12,519,892$775.6M2.10%
11SCHWAB CHARLES CORPSCHW-PJ7,060,309$705.4M1.91%
12CHOICE HOTELS INTL INC1699051067,386,575$703.6M1.91%
13KINSALE CAP GROUP INC49714P1081,781,201$696.7M1.89%
14FIGS INCFIGS59,959,449$681.1M1.85%
15VAIL RESORTS INCMTN4,809,928$638.8M1.73%
16SPOTIFY TECHNOLOGY S ASPOT997,291$579.1M1.57%
17NVIDIA CORPORATIONNVDA2,988,943$557.4M1.51%
18SHOPIFY INCSHOP2,288,270$368.3M1.00%
19BIRKENSTOCK HOLDING PLCBIRK7,966,037$325.8M0.88%
20INTERACTIVE BROKERS GROUP IN45841N1074,643,376$298.6M0.81%
21PRIMERICA INCPRI1,132,544$292.6M0.79%
22VERISK ANALYTICS INCVRSK1,302,611$291.4M0.79%
23AMAZON COM INCAMZN1,225,159$282.8M0.77%
24MORNINGSTAR INCMORN1,241,794$269.9M0.73%
25SITEONE LANDSCAPE SUPPLY INCSITE2,028,366$252.7M0.68%
26ON HLDG AGH5919C1045,405,486$251.2M0.68%
27VERTIV HOLDINGS COVRT1,545,572$250.4M0.68%
28WELLTOWER INCWELL1,277,492$237.1M0.64%
29AMPHENOL CORP0320951011,710,742$231.2M0.63%
30CBRE GROUP INCCBRE1,359,332$218.6M0.59%
31METTLER TOLEDO INTERNATIONALMTD146,334$204.0M0.55%
32HOULIHAN LOKEY INCHLI1,123,951$195.8M0.53%
33TAIWAN SEMICONDUCTOR MFG LTD874039100634,652$192.9M0.52%
34JONES LANG LASALLE INCJLL564,297$189.9M0.51%
35CLEARWATER ANALYTICS HLDGS ICWAN7,816,447$188.5M0.51%
36BROADCOM INCAVGO537,840$186.1M0.50%
37META PLATFORMS INCMETA270,126$178.3M0.48%
38BROOKFIELD CORP11271J1073,635,917$166.9M0.45%
39MICROSOFT CORPMSFT341,758$165.3M0.45%
40DRAFTKINGS INCDKNG4,674,455$161.1M0.44%
41TOLL BROTHERS INCTOL1,166,270$157.7M0.43%
42ALIBABA GROUP HLDG LTDBBAAY1,071,647$157.1M0.43%
43INTAPP INCINTA3,327,989$152.5M0.41%
44WYNN RESORTS LTDWYNN1,219,590$146.8M0.40%
45SAMSARA INCIOT4,120,031$146.1M0.40%
46LOAR HOLDINGS INCLOAR2,119,505$144.1M0.39%
47PROLOGIS INC.PLDGP1,109,127$141.6M0.38%
48KARMAN HLDGS INCKRMN1,914,221$140.1M0.38%
49QUANTA SVCS INC74762E102328,010$138.4M0.38%
50RBC BEARINGS INCRBC303,110$135.9M0.37%
51LIBERTY LIVE HOLDINGS INCLLYVK1,613,666$134.2M0.36%
52GDS HLDGS LTDGDHLF3,784,848$132.1M0.36%
53ARGENX SEARGX153,719$129.3M0.35%
54MERCADOLIBRE INCMELI61,964$124.8M0.34%
55PLANET FITNESS INCPLNT1,150,028$124.7M0.34%
56AIRBNB INCABNB880,076$119.4M0.32%
57SERVICETITAN INCTTAN1,096,931$116.8M0.32%
58FAIR ISAAC CORPFICO68,651$116.1M0.31%
59NOVANTA INCNOVTU936,962$111.5M0.30%
60EQUINIX INCEQIX145,429$111.4M0.30%
61PROCORE TECHNOLOGIES INCPCOR1,515,982$110.3M0.30%
62INSTALLED BLDG PRODS INC45780R101423,182$109.8M0.30%
63HEICO CORPHEI-A434,342$109.6M0.30%
64JBT MAREL CORPORATIONJBTM700,040$105.5M0.29%
65CRH PLCCRH844,634$105.4M0.29%
66TRANSDIGM GROUP INCTDG77,799$103.5M0.28%
67BRIGHT HORIZONS FAM SOL IN D1091941001,013,488$102.8M0.28%
68COUPANG INCCPNG4,274,350$100.8M0.27%
69LAS VEGAS SANDS CORPLVS1,497,892$97.5M0.26%
70ICON PLCICLR534,248$97.4M0.26%
71EXACT SCIENCES CORP30063P105954,547$96.9M0.26%
72VENTAS INCVTR1,219,483$94.4M0.26%
73JFROG LTDFROG1,493,518$93.3M0.25%
74ELI LILLY & COLLY86,476$92.9M0.25%
75ROPER TECHNOLOGIES INCROP207,437$92.3M0.25%
76KRATOS DEFENSE & SEC SOLUTIO50077B2071,209,773$91.8M0.25%
77BLACKSTONE INCBX580,010$89.4M0.24%
78REPLIGEN CORPRGEN544,779$89.3M0.24%
79LIBERTY MEDIA CORP DELFWONB900,000$88.7M0.24%
80SNOWFLAKE INCSNOW381,878$83.8M0.23%
81GAMING & LEISURE PPTYS INC36467J1081,858,796$83.1M0.23%
82FLOOR & DECOR HLDGS INCFND1,354,401$82.5M0.22%
83CREDICORP LTDBAP285,044$81.8M0.22%
84CLOUDFLARE INCNET409,604$80.8M0.22%
85HILTON WORLDWIDE HLDGS INCHLT267,703$76.9M0.21%
86INDIE SEMICONDUCTOR INCINDI21,705,742$76.6M0.21%
87DRIVEN BRANDS HLDGS INCDRVN5,000,261$74.1M0.20%
88ROLLINS INCROL1,208,539$72.5M0.20%
89WEST PHARMACEUTICAL SVSC INC955306105263,189$72.4M0.20%
90THE BALDWIN INSURANCE GRP IN05589G1023,010,428$72.3M0.20%
91BIO-TECHNE CORPTECH1,207,499$71.0M0.19%
92ESTABLISHMENT LABS HLDGS INCESTA961,226$70.1M0.19%
93TRANSUNIONTRU813,353$69.7M0.19%
94HEALTHEQUITY INCHQY756,025$69.3M0.19%
95ALKAMI TECHNOLOGY INCALKT2,983,065$68.8M0.19%
96COGNEX CORPCGNX1,900,166$68.4M0.19%
97HEARTFLOW INCHTFL2,303,877$67.2M0.18%
98DATADOG INCDDOG490,582$66.7M0.18%
99DYNATRACE INCDT1,499,500$65.0M0.18%
100VULCAN MATLS CO929160109225,132$64.2M0.17%
101ENPRO INCNPO298,850$64.0M0.17%
102ASGN INCASGN1,310,800$63.1M0.17%
103CHEESECAKE FACTORY INCCAKE1,250,037$63.1M0.17%
104ADVANCED ENERGY INDS007973100299,141$62.6M0.17%
105LPL FINL HLDGS INC50212V100175,245$62.6M0.17%
106VISA INCV177,148$62.1M0.17%
107FULL TRUCK ALLIANCE CO LTDYMM5,772,623$61.9M0.17%
108CHAMPION HOMES INCSKY725,542$61.3M0.17%
109MERCURY SYS INCMRCY835,823$61.0M0.17%
110MACERICH COMAC3,286,261$60.7M0.16%
111AXON ENTERPRISE INCAXON106,441$60.5M0.16%
112LEGENCE CORPLGN1,395,682$60.1M0.16%
113CAREDX INCCDNA3,155,180$59.4M0.16%
114MONOLITHIC PWR SYS INC60983910565,227$59.1M0.16%
115VEEVA SYS INCVEEV262,070$58.5M0.16%
116RADNET INCRDNT810,066$57.8M0.16%
117HEICO CORPHEI-A177,633$57.5M0.16%
118AAON INCAAON738,016$56.3M0.15%
119NU HLDGS LTDNU3,335,290$55.8M0.15%
120INTUITIVE SURGICAL INCISRG97,334$55.1M0.15%
121FIRST ADVANTAGE CORPFA3,750,173$54.5M0.15%
122LOUISIANA PAC CORPLPX674,577$54.5M0.15%
123COOPER COS INC216648501664,491$54.5M0.15%
124ODDITY TECH LTDODD1,353,715$54.4M0.15%
125NCINO INCNCNO2,102,737$53.9M0.15%
126MONTROSE ENVIRONMENTAL GROUPMEG2,160,599$53.6M0.15%
127GITLAB INCGTLB1,426,527$53.5M0.15%
128LOWES COS INC548661107221,833$53.5M0.14%
129BADGER METER INCBMI300,046$52.3M0.14%
130NETSKOPE INCNTSK2,981,743$52.3M0.14%
131TEXAS ROADHOUSE INCTXRH314,886$52.3M0.14%
132MADISON SQUARE GRDN SPRT COR55825T103200,015$51.7M0.14%
133BROOKFIELD ASSET MANAGMT LTD113004105984,871$51.6M0.14%
134WINGSTOP INCWING215,231$51.3M0.14%
135NOVA LTDNVMI154,511$50.7M0.14%
136SS&C TECHNOLOGIES HOLDINGS INCSSNC578,673$50.6M0.14%
137ALPHABET INCGOOG157,498$49.3M0.13%
138MASIMO CORPMASI373,899$48.6M0.13%
139AMERICAN TOWER CORP03027X100267,813$47.0M0.13%
140STEPSTONE GROUP INCSTEP730,557$46.9M0.13%
141SIMON PPTY GROUP INC828806109252,790$46.8M0.13%
142HINGE HEALTH INCHNGE999,570$46.4M0.13%
143MASTERCARD INCORPORATEDMA79,958$45.6M0.12%
144WAYSTAR HLDG CORPWAY1,393,634$45.6M0.12%
145CASELLA WASTE SYS INCCWST446,242$43.7M0.12%
146ZSCALER INCZS190,968$43.0M0.12%
147ADVANCED DRAIN SYS INC DEL00790R104294,678$42.7M0.12%
148EQUITY RESIDENTIALEQR675,281$42.6M0.12%
149SITIME CORPSITM116,493$41.1M0.11%
150TRADEWEB MKTS INC892672106381,337$41.0M0.11%
151STEVANATO GROUP S P ASTVN2,001,724$40.3M0.11%
152VARONIS SYS INCVRNS1,226,240$40.2M0.11%
153STUBHUB HLDGS INCSTUB2,953,213$40.0M0.11%
154ARCELLX INCACLX609,697$39.8M0.11%
155BOOZ ALLEN HAMILTON HLDG CORBAH469,264$39.6M0.11%
156LIVE NATION ENTERTAINMENT INLYV277,801$39.6M0.11%
157FORTUNE BRANDS INNOVATIONS IFBIN773,799$38.7M0.10%
158SOCIEDAD QUIMICA Y MINERA DE833635105562,105$38.7M0.10%
159NEOGEN CORPNEOG5,509,659$38.5M0.10%
160BLACKSTONE MTG TR INCBX2,000,621$38.3M0.10%
161SENTINELONE INCS2,536,596$38.0M0.10%
162PONY AI INCPYAIF2,586,581$37.5M0.10%
163JEFFERIES FINL GROUP INC47233W109596,528$37.0M0.10%
164ALPHABET INCGOOG117,784$37.0M0.10%
165PRIMO BRANDS CORPORATIONPRMB2,252,512$36.8M0.10%
166PAR TECHNOLOGY CORPPAR1,004,536$36.4M0.10%
167TENCENT MUSIC ENTMT GROUPXHLD2,068,105$36.3M0.10%
168ATLASSIAN CORPORATIONTEAM219,283$35.6M0.10%
169MOELIS & COMC513,197$35.3M0.10%
170WASTE CONNECTIONS INCWCN200,000$35.1M0.10%
171SERVICENOW INCNOW224,966$34.5M0.09%
172CROWDSTRIKE HLDGS INCCRWD71,721$33.6M0.09%
173EXPONENT INCEXPO470,868$32.7M0.09%
174CDW CORPCDW231,243$31.5M0.09%
175KKR & CO INCKKRT246,351$31.4M0.09%
176AVIENT CORPORATIONAVNT1,000,000$31.2M0.08%
177INSPIRE MED SYS INC457730109337,486$31.1M0.08%
178ILLUMINA INCILMN219,566$28.8M0.08%
179WILLIS TOWERS WATSON PLC LTDWTW86,388$28.4M0.08%
180CODERE ONLINE LUXEMBOURG S ACDROW3,503,284$28.1M0.08%
181FIGMA INCFIG750,000$28.0M0.08%
182LIBERTY MEDIA CORP DELFWONB311,588$27.8M0.08%
183TWFG INCTWFG954,463$27.5M0.07%
184VERACYTE INCVCYT645,621$27.2M0.07%
185GRID DYNAMICS HLDGS INCGDYN3,000,322$27.1M0.07%
186ROCKET COS INC77311W1011,398,360$27.1M0.07%
187ASML HOLDING N VASMLF24,431$26.1M0.07%
188AFYA LTDAFYA1,688,274$26.0M0.07%
189GCI LIBERTY INCGLIBK681,440$25.4M0.07%
190ZAI LAB LTDZLAB1,418,005$25.0M0.07%
191GCM GROSVENOR INCGCMG2,200,349$24.9M0.07%
192CUSHMAN AND WAKEFIELD LTDG2717C1061,481,285$24.0M0.06%
193TAYLOR MORRISON HOME CORPTMHC400,419$23.6M0.06%
194BLOCK INCBSQKZ360,345$23.5M0.06%
195CAVCO INDS INC DEL14956810737,078$21.9M0.06%
196DIGITAL RLTY TR INC253868103138,178$21.4M0.06%
197TEMPUS AI INCTEM355,446$21.0M0.06%
198NEPTUNE INS HLDGS INC64073B103708,728$20.7M0.06%
199S&P GLOBAL INCSPGI38,907$20.3M0.06%
200ACCELERANT HOLDINGSARX1,209,114$19.8M0.05%
201XP INCXP1,195,477$19.6M0.05%
202XPENG INCXPNGF940,642$19.1M0.05%
203THE TRADE DESK INC88339J105500,036$19.0M0.05%
204MOODYS CORPMCO35,709$18.2M0.05%
205SAILPOINT INCSAIL898,793$18.2M0.05%
206APOLLO GLOBAL MGMT INC03769M106124,814$18.1M0.05%
207DEXCOM INCDXCM257,500$17.1M0.05%
208ENERPAC TOOL GROUP CORPEPAC446,217$17.1M0.05%
209THERMO FISHER SCIENTIFIC INCTMO28,820$16.7M0.05%
210MIRION TECHNOLOGIES INCMIR650,000$15.2M0.04%
211WIX COM LTDWIX146,216$15.2M0.04%
212EASTGROUP PPTYS INC27727610184,614$15.1M0.04%
213VIA TRANSN INC92556W104519,380$15.1M0.04%
214ARS PHARMACEUTICALS INCSPRY1,268,532$14.8M0.04%
215ARCUTIS BIOTHERAPEUTICS INCARQT504,700$14.7M0.04%
216AGILYSYS INCAGYS120,846$14.4M0.04%
217ATEGRITY SPECIALTY IN CO HO04681Y103669,792$14.1M0.04%
218CME GROUP INCCME51,437$14.0M0.04%
219BILLIONTOONE INCBLLN170,000$13.9M0.04%
220DANAHER CORPORATION23585110260,709$13.9M0.04%
221BXP INCBXP202,984$13.7M0.04%
222INTUITINTU20,463$13.6M0.04%
223HOLLEY INCHLLY-WT3,250,000$13.4M0.04%
224ANDERSEN GROUP INCANDG500,000$13.0M0.04%
225IDEX CORP45167R10471,314$12.7M0.03%
226ASTRAZENECA PLCAZN135,025$12.4M0.03%
227TRANSCAT INCTRNS203,477$11.5M0.03%
228SYNOPSYS INCSNPS23,255$10.9M0.03%
229AMERICAN HEALTHCARE REIT INCAHR226,459$10.7M0.03%
230COHEN & STEERS INCCNS165,076$10.4M0.03%
231ARISTA NETWORKS INCANET77,982$10.2M0.03%
232CARLYLE GROUP INCCGABL157,000$9.3M0.03%
233WEYERHAEUSER CO MTN BEWY378,848$9.0M0.02%
234EXTRA SPACE STORAGE INCEXR64,735$8.4M0.02%
235DEUTSCHE BANK A GD18190898202,402$7.8M0.02%
236HOST HOTELS & RESORTS INCHST420,544$7.5M0.02%
237REPAY HLDGS CORPRPAY2,000,000$7.3M0.02%
238PDD HOLDINGS INCPDD62,386$7.1M0.02%
239VERISIGN INCVRSN28,090$6.8M0.02%
240AMERICAN HOMES 4 RENTAMH-PG212,379$6.8M0.02%
241BOYD GAMING CORPBYD79,700$6.8M0.02%
242FIVERR INTL LTDM4R82T106342,344$6.8M0.02%
243MITSUBISHI UFJ FINL GROUP IN606822104422,964$6.7M0.02%
244INSMED INCINSM38,200$6.6M0.02%
245SUNSTONE HOTEL INVS INC867892101686,050$6.1M0.02%
246ABBVIE INCABBV24,800$5.7M0.02%
247COSTCO WHSL CORP22160K1056,349$5.5M0.01%
248COHERENT CORPCOHR29,482$5.4M0.01%
249KILROY RLTY CORP49427F108142,997$5.3M0.01%
250AGREE RLTY CORP00849210074,128$5.3M0.01%
251AGILENT TECHNOLOGIES INCA38,777$5.3M0.01%
252LUMENTUM HLDGS INCLITE13,930$5.1M0.01%
253HILTON GRAND VACATIONS INCHGV110,200$4.9M0.01%
254ESSEX PPTY TR INC29717810518,525$4.8M0.01%
255LAM RESEARCH CORPLRCX28,029$4.8M0.01%
256BOSTON SCIENTIFIC CORPBSX47,000$4.5M0.01%
257VIKING THERAPEUTICS INCVKTX125,827$4.4M0.01%
258PENUMBRA INCPEN13,926$4.3M0.01%
259WYNDHAM HOTELS & RESORTS INCWH56,080$4.2M0.01%
260MCKESSON CORPMCK5,000$4.1M0.01%
261HDFC BANK LTDHDB111,871$4.1M0.01%
262TERRENO RLTY CORP88146M10167,525$4.0M0.01%
263ISHARES TR46435G26851,896$3.9M0.01%
264APPLE INCAAPL14,293$3.9M0.01%
265POOL CORPPOOL16,621$3.8M0.01%
266TEVA PHARMACEUTICAL INDS LTD881624209120,000$3.7M0.01%
267CYBERARK SOFTWARE LTDM2682V1088,105$3.6M0.01%
268IRIDIUM COMMUNICATIONS INCIRDM200,000$3.5M0.01%
269ABIVAX SAAAVXF25,000$3.4M0.01%
270GILEAD SCIENCES INCGILD26,500$3.3M0.01%
271VOYAGER TECHNOLOGIES INCVOYG120,000$3.1M0.01%
272EDWARDS LIFESCIENCES CORPEW34,125$2.9M0.01%
273IONIS PHARMACEUTICALS INCIONS36,000$2.8M0.01%
274STRYKER CORPORATIONSYK8,000$2.8M0.01%
275ROIVANT SCIENCES LTDROIV125,000$2.7M0.01%
276AGNICO EAGLE MINES LTDAEM14,922$2.5M0.01%
277HUBSPOT INCHUBS6,122$2.5M0.01%
278MARRIOTT VACATIONS WORLDWIDEVAC41,800$2.4M0.01%
279VERTEX PHARMACEUTICALS INCVRTX5,200$2.4M0.01%
280INSULET CORPPODD7,886$2.2M0.01%
281VANGUARD WORLD FD92204A7022,682$2.0M0.01%
282UNITEDHEALTH GROUP INCUNH6,000$2.0M0.01%
283ENCOMPASS HEALTH CORPEHC17,500$1.9M0.01%
284MICRON TECHNOLOGY INCMU6,351$1.8M0.00%
285ELANCO ANIMAL HEALTH INCELAN80,000$1.8M0.00%
286ROBINHOOD MKTS INC77070010215,950$1.8M0.00%
287ROBERT HALF INC.RHI57,600$1.6M0.00%
288KYMERA THERAPEUTICS INCKYMR20,000$1.6M0.00%
289CAPITAL ONE FINL CORP14040H1056,135$1.5M0.00%
290MADRIGAL PHARMACEUTICALS INCMDGL2,500$1.5M0.00%
291NOVO-NORDISK A SNONOF27,426$1.4M0.00%
292ALNYLAM PHARMACEUTICALS INCALNY3,500$1.4M0.00%
293DOUGLAS EMMETT INCDEI124,363$1.4M0.00%
294XENON PHARMACEUTICALS INCXENE30,000$1.3M0.00%
295ASCENDIS PHARMA A/SASND5,600$1.2M0.00%
296MORGAN STANLEYMS-PQ6,600$1.2M0.00%
297BLACKROCK INCBLK1,052$1.1M0.00%
298VICTORY CAP HLDGS INC92645B10316,596$1.0M0.00%
299HENRY JACK & ASSOC INC4262811015,110$932,4730.00%
300PROGRESSIVE CORP7433151033,580$815,2380.00%
301BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.00%
302JOHNSON & JOHNSONJNJ3,600$745,0200.00%
303PROTAGONIST THERAPEUTICS INCPTGX8,300$724,9220.00%
304GOLDMAN SACHS GROUP INCGSCE800$703,2000.00%
305TENET HEALTHCARE CORPTHC3,500$695,5200.00%
306HOME DEPOT INCHD2,000$688,2000.00%
307QUALCOMM INCQCOM4,000$684,2000.00%
308GRAIL INCGRAL7,713$660,1560.00%
309EQUIFAX INCEFX2,865$621,6480.00%
310CARMAX INCKMX10,875$420,2100.00%
311PRICE T ROWE GROUP INCTROW4,000$409,5200.00%
312FLUTTER ENTMT PLCG3643J1081,852$398,2540.00%
313NATERA INCNTRA1,652$378,4570.00%
314RUBRIK INC.RBRK4,752$363,4330.00%
315CHIPOTLE MEXICAN GRILL INCCMG8,912$329,7440.00%
316HAMILTON LANE INCHLNE2,113$283,7970.00%
317LATTICE SEMICONDUCTOR CORPLSCC3,827$281,5910.00%
318MANHATTAN ASSOCS INCMANH1,550$268,6300.00%
319RYAN SPECIALTY HOLDINGS INCRYAN4,621$238,5820.00%
320REDDIT INCRDDT793$182,2870.00%
321BWX TECHNOLOGIES INCBWXT859$148,4700.00%
322SBA COMMUNICATIONS CORPSBAC600$116,0580.00%
323BIONTECH SEBNTX776$73,8750.00%
324FERRARI N VRACE98$36,2170.00%
325WATSCO INCWSO-B103$34,7060.00%
326ORACLE CORPORCL-PD19$3,7030.00%
327IMPINJ INCPI19$3,3060.00%