Bamco Inc.
Annual return '25
+1.0%
SPY '25
+17.7%
Alpha
-16.7ptsvs SPY
Invested
$33.1B
Holdings
327
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TSLA
TESLA INC
Q1 2026: New position (5.6k shares)
13.4%
02
$ACGL
ARCH CAP GROUP LTD
Q3 2025: Sold 4.9% (19.73M → 18.76M shares)
4.8%
03
$MSCI
MSCI INC
Q3 2025: Increased +10.3% (2.17M → 2.39M shares)
4.4%
04
$GWRE
GUIDEWIRE SOFTWARE INC
Q3 2025: Sold 7.5% (5.59M → 5.17M shares)
3.0%
05
$IT
GARTNER INC
Q3 2025: Increased +18.3% (3.65M → 4.32M shares)
2.8%
06
$IDXX
IDEXX LABS INC
Q3 2025: Sold 7.3% (2.03M → 1.88M shares)
2.8%
07
$H
HYATT HOTELS CORP
Q3 2025: Increased +2.7% (5.96M → 6.12M shares)
2.8%
08
$FIGS
FIGS INC
Q2 2025: Increased +2.2% (58.67M → 59.97M shares)
2.7%
09
$FDS
FACTSET RESH SYS INC
Q3 2025: Sold 18.5% (2.23M → 1.82M shares)
2.5%
10
$CHH
CHOICE HOTELS INTL INC
Q3 2025: Increased +7.4% (4.99M → 5.36M shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:22 UTC.