BAMCO INC /NY/

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.

Issuer	Symbol	CUSIP	% of Class	Shares	Form	Filed
Vail Resorts, Inc. 13G/A MTN · 91879Q109	MTN	91879Q109	18.3%	6,536,697	13G/A	8/14/2026 Event 6/30/2026
Bamco Inc /NY/			16.3%	5,812,612
Baron Capital Group, Inc.			18.3%	6,536,697
Baron Capital Management, Inc.			2.0%	724,085
Ronald Baron			18.3%	6,536,697
Baron Generational Growth Fund			1.8%	625,538
Baron Partners Fund			9.0%	3,202,597
FactSet Research Systems Inc. 13G/A FDS · 303075105	FDS	303075105	11.8%	4,200,856	13G/A	8/14/2026 Event 6/30/2026
Bamco Inc /NY/			10.5%	3,721,445
Baron Capital Group, Inc.			11.8%	4,200,856
Baron Capital Management, Inc.			1.4%	479,411
Ronald Baron			11.8%	4,200,856
Baron Partners Fund			6.0%	2,149,040
Birkenstock Holding plc 13G/A BIRK · M2029K104	BIRK	M2029K104	8.0%	14,739,609	13G/A	8/14/2026 Event 6/30/2026
Bamco Inc /NY/			7.3%	13,433,396
Baron Capital Group, Inc.			8.0%	14,739,609
Baron Capital Management, Inc.			0.7%	1,306,213
Ronald Baron			8.0%	14,739,609
TWFG, Inc. 13G/A TWFG · 87318A101	TWFG	87318A101	8.7%	1,135,091	13G/A	8/14/2026 Event 6/30/2026
Bamco Inc /NY/			7.3%	951,175
Baron Capital Group, Inc.			8.7%	1,135,091
Baron Capital Management, Inc.			1.4%	183,916
Ronald Baron			8.7%	1,135,091
Baron Discovery Fund			7.2%	935,000
On Holding AG 13G ONON · H5919C104	ONON	H5919C104	5.7%	16,910,068	13G	8/14/2026 Event 6/30/2026
Bamco Inc /NY/			5.1%	15,323,943
Baron Capital Group, Inc.			5.7%	16,910,068
Baron Capital Management, Inc.			0.5%	1,586,125
Ronald Baron			5.7%	16,910,068
Morningstar, Inc. 13G MORN · 617700109	MORN	617700109	9.2%	3,499,146	13G	8/14/2026 Event 6/30/2026
Bamco Inc /NY/			8.5%	3,233,074
Baron Capital Group, Inc.			9.2%	3,499,146
Baron Capital Management, Inc.			0.7%	266,072
Ronald Baron			9.2%	3,499,146
Hyatt Hotels Corporation 13G/A H · 448579102	H	448579102	17.7%	7,279,087	13G/A	8/14/2026 Event 6/30/2026
Bamco Inc /NY/			15.2%	6,222,718
Baron Capital Group, Inc.			17.7%	7,279,087
Baron Capital Management, Inc.			2.6%	1,056,369
Ronald Baron			17.7%	7,279,087
Baron Partners Fund			9.8%	4,001,647
CoStar Group, Inc. 13G CSGP · 22160N109	CSGP	22160N109	5.3%	21,626,763	13G	8/14/2026 Event 6/30/2026
Bamco Inc /NY/			4.6%	18,720,188
Baron Capital Group, Inc.			5.3%	21,626,763
Baron Capital Management, Inc.			0.7%	2,906,575
Ronald Baron			5.3%	21,626,763
Choice Hotels International, Inc. 13G/A CHH · 169905106	CHH	169905106	20.5%	9,328,354	13G/A	8/14/2026 Event 6/30/2026
Bamco Inc /NY/			18.9%	8,611,256
Baron Capital Group, Inc.			20.5%	9,328,354
Baron Capital Management, Inc.			1.6%	717,098
Ronald Baron			20.5%	9,328,354
Baron Generational Growth Fund			5.6%	2,532,997
Baron Partners Fund			8.8%	3,992,835
Codere Online Luxembourg, S.A. 13G/A CDRO · L18268109	CDRO	L18268109	7.7%	3,503,284	13G/A	8/14/2026 Event 6/30/2026
Bamco Inc /NY/			7.7%	3,503,284
Baron Capital Management, Inc.			0%	0
Ronald Baron			7.7%	3,503,284
Baron Capital Group, Inc.			7.7%	3,503,284
Caredx, Inc. 13G/A CDNA · 14167L103	CDNA	14167L103	3.8%	1,937,326	13G/A	8/14/2026 Event 6/30/2026
Bamco Inc /NY/			3.2%	1,662,887
Baron Capital Group, Inc.			3.8%	1,937,326
Ronald Baron			3.8%	1,937,326
Baron Capital Management, Inc.			0.5%	274,439
Blackstone Digital Infrastructure Trust Inc. 13G BXDC · 09264B107	BXDC	09264B107	7.6%	7,620,555	13G	8/14/2026 Event 6/30/2026
Bamco Inc /NY/			7.0%	6,989,840
Baron Capital Group, Inc.			7.6%	7,620,555
Baron Capital Management, Inc.			0.6%	630,715
Ronald Baron			7.6%	7,620,555
Guidewire Software, Inc. 13G/A GWRE · 40171V100	GWRE	40171V100	10.8%	8,987,623	13G/A	7/2/2026 Event 6/30/2026
Bamco Inc /NY/			9.6%	8,012,383
Baron Capital Group, Inc.			10.8%	8,987,623
Baron Capital Management, Inc.			1.2%	975,240
Ronald Baron			10.8%	8,987,623
Red Rock Resorts, Inc. 13G/A RRR · 75700L108	RRR	75700L108	27.9%	16,337,187	13G/A	6/3/2026 Event 5/31/2026
Bamco Inc /NY/			25.0%	14,603,238
Baron Capital Group, Inc.			27.9%	16,337,187
Baron Capital Management, Inc.			3.0%	1,733,949
Ronald Baron			27.9%	16,337,187
Baron Small Cap Fund			4.3%	2,500,000
Baron Partners Fund			8.8%	5,155,329
Kinsale Capital Group, Inc. 13G/A KNSL · 49714P108	KNSL	49714P108	10.7%	2,472,900	13G/A	6/3/2026 Event 5/31/2026
Bamco Inc /NY/			9.9%	2,283,448
Baron Capital Group, Inc.			10.7%	2,472,900
Baron Capital Management, Inc.			0.8%	189,452
Ronald Baron			10.7%	2,472,900
Gartner, Inc. 13G/A IT · 366651107	IT	366651107	11.3%	7,558,310	13G/A	6/3/2026 Event 5/31/2026
Bamco Inc /NY/			10.5%	7,026,417
Baron Capital Group, Inc.			11.3%	7,558,310
Baron Capital Management, Inc.			0.8%	531,893
Ronald Baron			11.3%	7,558,310
Baron Partners Fund			5.0%	3,377,688
Andersen Group Inc. 13G ANDG · 033853102	ANDG	033853102	7.1%	900,149	13G	5/15/2026 Event 3/31/2026
Bamco Inc /NY/			7.1%	900,149
Baron Capital Group, Inc.			7.1%	900,149
Baron Capital Management, Inc.			0%	0
Ronald Baron			7.1%	900,149
Baron Small Cap Fund			7.1%	900,000
Stevanato Group S.p.A. 13G STVN · T9224W109	STVN	T9224W109	5.0%	2,500,438	13G	5/15/2026 Event 3/31/2026
Bamco Inc /NY/			4.3%	2,158,466
Baron Capital Group, Inc.			5.0%	2,500,438
Baron Capital Management, Inc.			0.7%	341,972
Ronald Baron			5.0%	2,500,438
FIGS, Inc. 13D/A FIGS · 30260D103	FIGS	30260D103	37.9%	59,959,449	13D/A	3/3/2026 Event 3/2/2026
Bamco Inc /NY/			33.6%	53,185,534
Baron Capital Management, Inc			4.3%	6,773,915
Ronald Baron			37.9%	59,959,449
Baron Capital Group, Inc			37.9%	59,959,449
Baron Growth Fund			7.8%	12,368,569
Baron Focused Growth Fund			5.7%	9,000,000
Arch Capital Group Ltd. 13G/A ACGL · G0450A105	ACGL	G0450A105	4.96%	17,987,505	13G/A	2/17/2026 Event 12/31/2025
Bamco Inc /NY/			4.6%	16,720,997
Baron Capital Group, Inc.			4.96%	17,987,505
Baron Capital Management, Inc.			0.4%	1,266,508
Ronald Baron			4.96%	17,987,505
Montrose Environmental Group, Inc. 13G/A ONT · 615111101	ONT	615111101	6.1%	2,160,463	13G/A	11/14/2025 Event 9/30/2025
Bamco Inc /NY/			5.3%	1,859,070
Baron Capital Group, Inc.			6.1%	2,160,463
Baron Capital Management, Inc.			0.9%	301,393
Ronald Baron			6.1%	2,160,463
Baron Discovery Fund			4.0%	1,419,000
Iridium Communications Inc. 13G/A IRDM · 46269C102	IRDM	46269C102	0.7%	682,986	13G/A	11/14/2025 Event 9/30/2025
Bamco Inc /NY/			<0.1%	12,688
Baron Capital Group, Inc.			0.7%	682,986
Baron Capital Management, Inc.			0.6%	670,238
Ronald Baron			0.7%	682,926
Baron Growth Fund			0%	0
indie Semiconductor, Inc. 13G/A INDI · 45569U101	INDI	45569U101	10.9%	21,557,287	13G/A	11/14/2025 Event 9/30/2025
Bamco Inc /NY/			10.2%	20,282,396
Baron Capital Group, Inc.			10.9%	21,557,287
Ronald Baron			10.9%	21,557,287
Baron Capital Management, Inc.			0.6%	1,274,891
Krispy Kreme, Inc 13G/A DNUT · 50101L106	DNUT	50101L106	2.1%	3,645,959	13G/A	5/15/2025 Event 3/31/2025
Bamco Inc /NY/			1.8%	3,077,680
Baron Capital Group, Inc.			2.1%	3,645,959
Baron Capital Management, Inc.			0.3%	568,279
Ronald Baron			2.1%	3,645,959
Primerica, Inc. 13G/A PRI · 74164M108	PRI	74164M108	4.96%	1,655,547	13G/A	2/14/2025 Event 12/31/2024
Bamco Inc /NY/			4.6%	1,533,894
Baron Capital Group, Inc.			4.96%	1,655,547
Baron Capital Management, Inc.			0.4%	121,653
Ronald Baron			4.96%	1,655,547
Afya Limited 13G/A AFYA · G01125106	AFYA	G01125106	4.8%	2,383,701	13G/A	2/14/2025 Event 12/31/2024
Bamco Inc /NY/			4.2%	2,090,180
Baron Capital Group, Inc.			4.8%	2,383,701
Baron Capital Management, Inc.			0.6%	293,521
Ronald Baron			4.8%	2,383,701
European Wax Center, Inc. 13G/A EWCZ · 29882P106	EWCZ	29882P106	0%	0	13G/A	11/14/2024 Event 9/30/2024
Bamco Inc /NY/			0%	0
Baron Capital Group, Inc.			0%
Baron Capital Management, Inc.			0%
Ronald Baron			0%	0
Baron Small Cap Fund			0%	0
Endava plc 13G/A DAVA · 29260V105	DAVA	29260V105	1.4%	851,596	13G/A	11/14/2024 Event 9/30/2024
Bamco Inc /NY/			1.4%	849,705
Baron Capital Group, Inc.			1.4%	851,596
Ronald Baron			1.4%	851,596
Baron Capital Management, Inc.			0%	1,891
Baldwin Insurance Group, Inc. 13G/A BWIN · 05589G102	BWIN	05589G102	4.5%	3,010,000	13G/A	11/14/2024 Event 9/30/2024
Bamco Inc /NY/			4.5%	3,010,000
Baron Capital Group, Inc.			4.5%	3,010,000
Baron Capital Management, Inc.			0%	0
Ronald Baron			4.5%	3,010,000
Baron Small Cap Fund			4.5%	3,000,000