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BAMCO’s 13F portfolio value increased from $40.57B to $43.68B this quarter. Ron Baron increased RingCentral and Cohen & Steers while decreasing Wix.com and Trex. Their top five positions are at ~23% of the overall portfolio. For further details see: Tracking R...
Grid Dynamics Holdings, Inc. (GDYN) Q2 2021 Earnings Conference Call August 5, 2021 04:30 PM ET Company Participants Lilia Chernova - Head of Investor Relations Leonard Livschitz - Chief Executive Officer Anil Doradla - Chief Financial Officer Conference Call Participants Mayank Tandon - Need...
BAMCO’s 13F portfolio value increased marginally from $40.42B to $40.57B this quarter. Ron Baron added TripAdvisor, while increasing Alphabet during the quarter. Their top five positions are at ~24% of the overall portfolio. For further details see: Tracking Ron B...
Grid Dynamics Holdings, Inc. (GDYN) Q1 2021 Earnings Conference Call May 06, 2021 04:30 PM ET Company Participants Lilia Chernova - IR Leonard Livschitz - CEO Anil Doradla - CFO Conference Call Participants Mayank Tandon - Needham & Company Maggie Nolan - William Blair Joseph Vafi - Canac...
The following slide deck was published by Grid Dynamics Holdings, Inc. in conjunction with their 2021 Q1 earnings call. For further details see: Grid Dynamics Holdings, Inc. 2021 Q1 - Results - Earnings Call Presentation
The following slide deck was published by Grid Dynamics Holdings, Inc. in conjunction with their 2020 Q4 earnings call. For further details see: Grid Dynamics Holdings, Inc. 2020 Q4 - Results - Earnings Call Presentation
Grid Dynamics Holdings, Inc. (GDYN) Q4 2020 Earnings Conference Call March 4, 2021 16:30 ET Company Participants Lilly Tranova - Investor Relations Leonard Livschitz - Chief Executive Officer Anil Doradla - Chief Financial Officer Conference Call Participants Presentation Operator Good day, l...
BAMCO’s 13F portfolio value increased from $32.58B to $40.42B this quarter. Ron Baron decreased Tesla while increasing RingCentral and Amazon during the quarter. Their top five positions are at ~26% of the overall portfolio. For further details see: Tracking Ron B...
Grid Dynamics Holdings, Inc. (GDYN) Q3 2020 Earnings Conference Call November 05, 2020, 04:30 PM ET Company Participants Leonard Livschitz - CEO Anil Kumar Doradla - CFO Conference Call Participants Joseph Vafi - Canaccord Maggie Nolan - William Blair Presentation Operator Good day, ladies an...
The following slide deck was published by Grid Dynamics Holdings, Inc. in conjunction with their 2020 Q3 earnings call. For further details see: Grid Dynamics Holdings, Inc. 2020 Q3 - Results - Earnings Call Presentation