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CONGRESS ASSET MANAGEMENT CO /MA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CONGRESS ASSET MANAGEMENT CO /MA
报告期 2026-03-31 · CIK 0000897378
持仓数
417
前50大市值合计
$7.62B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
NVDA
NVIDIA Corp.
COM
$437.7M
2,510,028
5.7%
AAPL
Apple Inc.
COM
$414.1M
1,631,485
5.4%
GOOGL
Alphabet Inc.
COM
$303.2M
1,054,554
4.0%
MSFT
Microsoft Corp.
COM
$236.2M
638,107
3.1%
AVGO
Broadcom Inc
COM
$234.5M
757,731
3.1%
COST
Costco Wholesale Corporation
COM
$215.3M
216,024
2.8%
ANET
Arista Networks Inc
COM
$212.8M
1,732,854
2.8%
STRL
Sterling Infrastructure Inc
COM
$202.5M
497,098
2.7%
TJX
The TJX Companies Inc.
COM
$192.3M
1,203,988
2.5%
AMZN
Amazon.com, Inc.
COM
$188.1M
903,120
2.5%
HWM
Howmet Aerospace Inc
COM
$183.5M
796,404
2.4%
—
Eaton Corporation PLC
COM
$180.2M
503,728
2.4%
META
Meta Platforms Inc
COM
$173.9M
303,914
2.3%
GEV
GE Vernova Inc.
COM
$173.6M
198,825
2.3%
V
Visa Inc
COM
$169.9M
562,093
2.2%
GS
Goldman Sachs Group, Inc.
COM
$160.2M
189,415
2.1%
CW
Curtiss-Wright Corp.
COM
$155.2M
227,835
2.0%
WELL
Welltower Inc.
COM
$148.3M
750,200
1.9%
TKO
TKO Group Holdings Inc.
COM
$146.8M
727,806
1.9%
ISRG
Intuitive Surgical Inc.
COM
$144.0M
312,410
1.9%
PH
Parker-Hannifin Corp.
COM
$142.5M
159,176
1.9%
MOD
Modine Manufacturing Co.
COM
$141.0M
650,673
1.9%
ORLY
O'Reilly Automotive Inc.
COM
$140.7M
1,524,657
1.8%
MLM
Martin Marietta Materials Inc
COM
$140.1M
237,971
1.8%
—
NVent Electric PLC
COM
$132.7M
1,121,791
1.7%
WMB
Williams Companies Inc. (The)
COM
$132.5M
1,819,871
1.7%
ECL
Ecolab Inc.
COM
$126.2M
474,438
1.7%
APH
Amphenol Corporation
COM
$122.2M
967,292
1.6%
MOG/A
Moog Inc.
COM
$117.8M
402,562
1.5%
PRIM
Primoris Services Corp.
COM
$117.0M
818,096
1.5%
IDCC
InterDigital, Inc.
COM
$116.6M
386,013
1.5%
RMBS
Rambus Inc.
COM
$109.8M
1,275,978
1.4%
—
ASML Holding N.V.
COM
$109.1M
82,626
1.4%
NOVT
Novanta Inc
COM
$107.4M
909,710
1.4%
HLT
Hilton Worldwide Holdings Inc
COM
$107.2M
352,636
1.4%
BOOT
Boot Barn Holdings Inc
COM
$105.0M
717,574
1.4%
PEN
Penumbra Inc.
COM
$104.2M
317,337
1.4%
—
Nova Ltd
COM
$104.1M
239,708
1.4%
BSX
Boston Scientific Corporation
COM
$102.3M
1,629,485
1.3%
UFPT
UFP Technologies Inc.
COM
$101.3M
523,438
1.3%
LGND
Ligand Pharmaceuticals Incorporated
COM
$100.8M
504,637
1.3%
UBER
Uber Technologies Inc
COM
$100.5M
1,396,539
1.3%
NPO
Enpro Inc
COM
$99.9M
398,431
1.3%
TMO
Thermo Fisher Scientific Inc
COM
$98.4M
200,288
1.3%
LLY
Eli Lilly & Co.
COM
$95.8M
104,102
1.3%
ALNY
Alnylam Pharmaceuticals Inc.
COM
$94.5M
285,739
1.2%
RGEN
Repligen Corporation
COM
$94.0M
797,867
1.2%
SHOP
Shopify Inc
COM
$93.9M
791,990
1.2%
IDXX
IDEXX Laboratories Inc.
COM
$93.7M
166,686
1.2%
PWR
Quanta Services, Inc.
COM
$93.4M
170,192
1.2%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
24%
前 6 大占比
NVDA
5.7%
AAPL
5.4%
GOOGL
4.0%
MSFT
3.1%
AVGO
3.1%
COST
2.8%
其他
75.8%
