Institution · CIK 0001017918 · 2026 Q2 · vs 2026 Q1 · Filed 14 Aug 2026 (9 days ago)
BAMCO INC /NY/
- Reported book
- $66.6B
- Positions
- 329
+101.2% · +$33.5B
+12 · 50 opened · 38 closed
Added · cut
Reported book trail
53 quarters on file · 2013 Q2 to 2026 Q2
2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2
The book
Top 200 of 329 positions · 99% of the book
CutAdded· vs 2026 Q1
SPCX$24.9B▲ New positionTSLA$5.3B▲ +$831.6MMSCI$1.8B▲ +$343.7MACGL$1.5B▼ -$63.4MH$1.4B▲ +$499.1MSHOP$1.3B▲ +$714.1MSPOT$1.1B▲ +$477.3MGWRE$1.1B▲ +$120.1MSCHW$1.1B▲ +$374.0MRRR$1.1B▲ +$350.7MIDXX$1.0B▲ +$122.9MCHH$1.0B▲ +$232.7MIT$985.2M▲ +$48.2MFDS$966.5M▲ +$151.4MMTN$890.0MKNSL$878.6MVRSK$844.3MBIRK$634.2MFIGS$613.4MCSGP$612.5MONON$599.7MNVDA$593.3MMORN$545.9MAMZN$466.3MIBKRVRTTSMAPHWELLIOTABNBSITEFPSPWREQIXLOARGOOGLAVGOGOOGPRIMTDLVSLLYTOLBXDCNPOHEI-AMRNANOVTDDOGCBREMETALLYVKGDSARGXMACHLINETMTHPLDJEFWMSHTFLCWST
Shares added · vs 2026 Q1
Ranked by dollar move
TSLA$5.3B held · +5% of shares · +$831.6M value+591.2K sh
SHOP$1.3B held · +136% of shares · +$714.1M value+6.44M sh
H$1.4B held · +15% of shares · +$499.1M value+937.4K sh
SPOT$1.1B held · +84% of shares · +$477.3M value+1.11M sh
MORN$545.9M held · +361% of shares · +$417.5M value+2.74M sh
SCHW$1.1B held · +56% of shares · +$374.0M value+4.19M sh
VRSK$844.3M held · +87% of shares · +$367.6M value+2.19M sh
RRR$1.1B held · +22% of shares · +$350.7M value+2.98M sh
MSCI$1.8B held · +19% of shares · +$343.7M value+512.4K sh
BIRK$634.2M held · +57% of shares · +$298.7M value+5.37M sh
ONON$599.7M held · +74% of shares · +$269.2M value+7.22M sh
MTN$890.0M held · +30% of shares · +$242.8M value+1.49M sh
CHH$1.0B held · +21% of shares · +$232.7M value+1.64M sh
AMZN$466.3M held · +51% of shares · +$196.7M value+661.9K sh
KNSL$878.6M held · +31% of shares · +$185.8M value+636.2K sh
GOOG$191.4M held · +290% of shares · +$151.5M value+402.6K sh
FDS$966.5M held · +12% of shares · +$151.4M value+444.3K sh
IBKR$418.4M held · +19% of shares · +$147.0M value+759.8K sh
IDXX$1.0B held · +21% of shares · +$122.9M value+343.4K sh
GWRE$1.1B held · +36% of shares · +$120.1M value+2.40M sh
LVS$174.8M held · +209% of shares · +$108.7M value+2.56M sh
TSM$318.9M held · +5% of shares · +$103.8M value+31.4K sh
IOT$255.6M held · +54% of shares · +$93.4M value+2.76M sh
LLY$168.6M held · +65% of shares · +$90.3M value+55.5K sh- GOOGL$195.2M held · +43% of shares · +$85.2M value+163.7K sh
NVDA$593.3M held · +2% of shares · +$84.1M value+45.5K sh
RBRK$89.5M held · +302% of shares · +$76.0M value+837.9K sh
ABNB$251.6M held · +22% of shares · +$69.6M value+316.8K sh
LOAR$203.4M held · +7% of shares · +$67.8M value+157.0K sh
WMS$106.8M held · +134% of shares · +$66.9M value+389.3K sh
BX$69.6M held · +525% of shares · +$58.7M value+496.6K sh
HD$58.2M held · +8155% of shares · +$57.6M value+163.1K sh
HEI-A$145.1M held · +34% of shares · +$56.6M value+143.3K sh
CRWD$96.5M held · +14% of shares · +$53.3M value+15.8K sh
NPO$150.6M held · +2% of shares · +$52.4M value+7.8K sh
MU$50.0M held · +1195% of shares · +$48.9M value+40.0K sh
MAC$125.9M held · +22% of shares · +$48.7M value+915.1K sh
IT$985.2M held · +28% of shares · +$48.2M value+1.68M sh
MIR$70.0M held · +222% of shares · +$47.5M value+2.69M sh
CSGP$612.5M held · +33% of shares · -$45.6M value+5.31M sh
JEF$107.0M held · +40% of shares · +$43.9M value+611.5K sh
WING$74.6M held · +107% of shares · +$42.4M value+222.2K sh
TOL$166.3M held · +8% of shares · +$39.1M value+77.1K sh
RGEN$102.1M held · +36% of shares · +$37.5M value+200.1K sh
CWST$93.6M held · +34% of shares · +$36.6M value+246.8K sh
AXON$86.1M held · +30% of shares · +$36.0M value+35.7K sh
BYD$41.2M held · +485% of shares · +$34.6M value+386.6K sh
FIG$77.1M held · +108% of shares · +$33.8M value+2.21M sh
RDNT$77.8M held · +56% of shares · +$32.5M value+450.9K sh- HEI$78.0M held · +30% of shares · +$31.9M value+51.0K sh
LRCX$56.0M held · +11% of shares · +$31.1M value+12.6K sh
BLLN$89.0M held · +0% of shares · +$30.5M value+608 sh
KRMN$72.4M held · +13% of shares · -$30.0M value+171.8K sh
PENN$58.6M held · +31% of shares · +$27.2M value+652.3K sh
ASML$72.2M held · +2% of shares · +$25.1M value+661 sh
MANE$28.2M held · +285% of shares · +$24.5M value+169.9K sh
NU$74.8M held · +59% of shares · +$24.1M value+2.07M sh
PCOR$62.1M held · +2% of shares · -$23.3M value+30.1K sh
VMC$64.4M held · +42% of shares · +$22.6M value+64.6K sh
NBIS$27.4M held · +81% of shares · +$21.7M value+44.4K sh
NET$115.7M held · +3% of shares · +$21.3M value+14.3K sh
NTSK$50.0M held · +19% of shares · +$17.5M value+743.3K sh
EW$20.8M held · +458% of shares · +$17.5M value+188.4K sh
FWONA$42.0M held · +52% of shares · +$17.3M value+163.2K sh
HLT$96.3M held · +10% of shares · +$15.6M value+26.0K sh
ILMN$39.9M held · +4% of shares · +$12.9M value+7.7K sh
PRMB$54.0M held · +1% of shares · +$12.9M value+24.8K sh
AXGN$34.2M held · +15% of shares · +$12.9M value+96.5K sh
BWIN$72.1M held · +0% of shares · +$12.6M value+2.3K sh
SAIL$15.9M held · +272% of shares · +$12.0M value+794.5K sh
TEM$52.4M held · +1% of shares · +$11.7M value+5.0K sh
ROL$41.9M held · +1% of shares · -$11.4M value+5.3K sh
JBTM$95.8M held · +0% of shares · +$11.4M value+517 sh
LYV$56.6M held · +4% of shares · +$11.3M value+12.4K sh
ANDG$34.0M held · +0% of shares · +$9.5M value+1.7K sh
VSEC$22.9M held · +34% of shares · +$9.1M value+25.2K sh
BABA$71.1M held · +17% of shares · -$8.7M value+104.9K sh
MTD$176.9M held · +4% of shares · +$8.3M value+4.8K sh
JAN$13.2M held · +104% of shares · +$7.9M value+234.6K sh
S$32.4M held · +0% of shares · +$7.8M value+1.9K sh
TW$50.9M held · +39% of shares · +$7.7M value+143.4K sh
ARQT$32.9M held · +17% of shares · +$7.6M value+180.9K sh
OFRM$35.9M held · +0% of shares · +$7.3M value+3.0K sh
IBP$45.6M held · +0% of shares · -$7.0M value+94 sh
NVMI$32.7M held · +1% of shares · +$6.7M value+386 sh
CZR$49.6M held · +0% of shares · +$6.2M value+1.1K sh
DRVN$62.8M held · +0% of shares · +$6.0M value+2.4K sh
MELI$79.7M held · +10% of shares · +$5.7M value+4.2K sh
GCMG$27.1M held · +0% of shares · +$5.6M value+4.6K sh
HQY$67.8M held · +0% of shares · +$5.1M value+369 sh
ESS$7.4M held · +56% of shares · +$3.5M value+9.1K sh
KTOS$53.7M held · +51% of shares · +$3.3M value+362.5K sh
CUBE$9.3M held · +24% of shares · +$2.4M value+46.0K sh
NEOG$45.1M held · +0% of shares · -$1.4M value+6.3K sh
DXCM$16.5M held · +2% of shares · +$1.4M value+4.0K sh
YMM$36.0M held · +6% of shares · +$1.2M value+244.8K sh
PONY$18.9M held · +28% of shares · -$1.2M value+594.4K sh
TME$20.2M held · +18% of shares · +$1.1M value+365.2K sh
WCN$32.3M held · +1% of shares · +$1.0M value+1.3K sh
BAC$2.3M held · +45% of shares · +$961.0K value+12.8K sh
1–100 of 112
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