KUJIRA WATCH / BAMCO（Ron Baron/Baron Capital）（BAMCO Inc /NY/）
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US LEGEND
BAMCO Inc /NY/
BAMCO（Ron Baron/Baron Capital）13F報告額 $66.6B
FIG. 01 — 上位保有銘柄（2026-06-30 時点）
ARCH CAP GROUP LTD2.3%$1.5B
HHYATT HOTELS CORP2.1%$1.4B
SPOTIFY TECHNOLOGY S A1.7%$1.1B
GWREGUIDEWIRE SOFTWARE INC1.7%$1.1B
RRRRED ROCK RESORTS INC1.6%$1.1B
CHHCHOICE HOTELS INTL INC1.5%$1.0B
増加・新規
APPLIED AEROSPACE & DEFENSENEW
FBINFORTUNE BRANDS INNOVATIONS INEW
DPC HOLDINGS PLCNEW
CBRSCEREBRAS SYSTEMS INCNEW
BXDCBLACKSTONE DIGITAL INFRASTRUNEW
MTHMERITAGE HOMES CORPNEW
SHAKSHAKE SHACK INCNEW
MADISON AIR SOLUTIONS CORPNEW
減少・売却
INSPINSPIRE MED SYS INCEXITED
ACCELERANT HOLDINGSEXITED
SHWSHERWIN WILLIAMS COEXITED
ALKTALKAMI TECHNOLOGY INCEXITED
GLIBKGCI LIBERTY INCEXITED
TAYLOR MORRISON HOME CORPEXITED
VRNSVARONIS SYS INCEXITED
SKYCHAMPION HOMES INCEXITED
BMIBADGER METER INCEXITED
NOWSERVICENOW INCEXITED
この投資家の直近13D提出 — KUJIRA WATCH 13Dで全件