Filing analysis
Bamco Inc /Ny/
13F-HR · period Q1 2026 · filed May 15, 2026
$33.13BReported 13F value
326Positions
2Other managers included
+35New
113Increased
147Reduced
−36Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| FPS Forgent Power Solutions, Inc. | $136.83M | 0.4% |
| PSA Public Storage | $72.28M | 0.2% |
| IRM Iron Mountain Incorporated | $53.65M | 0.2% |
| CZR Caesars Entertainment, Inc. | $43.43M | 0.1% |
| VIST Vista Energy, S.A.B. de C.V. | $40.02M | 0.1% |
| MGM MGM Resorts International | $36.88M | 0.1% |
| BBD Banco Bradesco S.A. | $36.80M | 0.1% |
| PENN PENN Entertainment, Inc. | $31.45M | 0.1% |
| OFRM | $28.61M | 0.1% |
| UDR UDR, Inc. | $26.10M | 0.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| TSLA Tesla, Inc. | ▲ Add | +0.1% | $4.44B |
| CSGP CoStar Group, Inc. | ▼ Trim | -16.3% | $658.11M |
| IDXX IDEXX Laboratories, Inc. | ▼ Trim | -9.2% | $917.77M |
| SHOP Shopify Inc. | ▲ Add | +106.2% | $559.68M |
| VRSK Verisk Analytics, Inc. | ▲ Add | +92.8% | $476.65M |
| CWAN Clearwater Analytics… | ▼ Trim | -98.0% | $3.66M |
| MORN Morningstar, Inc. | ▼ Trim | -38.8% | $128.40M |
| MSFT Microsoft Corporation | ▼ Trim | -78.4% | $27.30M |
| EQIX Equinix, Inc. | ▲ Add | +67.8% | $239.15M |
| MSCI MSCI Inc. | ▼ Trim | -2.0% | $1.45B |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.