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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
$7.62B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 13
增持 46
减持 88
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
LHX
L3Harris Technologies Inc
-$90.3M
56,638
-88%
建仓
ODFL
Old Dominion Freight Lines Inc
+$76.7M
213,942
减持
GPN
Global Payments Inc.
-$72.2M
56,466
-89%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
CIEN
Ciena Corp Com
+$68.7M
3,476,863
-10%
增持
ENTG
Entegris Inc
+$65.5M
1,622,476
+28%
减持
PAYC
Paycom Software Inc
-$61.9M
566,940
-5%
减持
PYPL
PayPal Holdings Inc
-$57.0M
550,470
-11%
减持
SPSC
SPS Commerce Inc Com
-$43.1M
921,318
-15%
减持
GNRC
Generac Hldgs Inc
-$33.6M
459,123
-4%
减持
POOL
Pool Corp
+$32.6M
355,852
-8%
减持
—
InMode Ltd
-$30.3M
257,574
-15%
减持
MAS
Masco Corporation
+$29.7M
2,073,459
-1%
减持
RGEN
Repligen Corporation
-$28.8M
239,076
-25%
减持
MTD
Mettler Toledo International C
+$28.3M
107,426
-4%
增持
QLYS
Qualys Inc
+$28.0M
1,032,652
+1%
减持
CHD
Church & Dwight Co
+$26.9M
1,407,625
-1%
减持
AAPL
Apple Inc
+$26.4M
1,390,844
-11%
减持
ADBE
Adobe Systems Inc
-$24.4M
229,986
-14%
减持
KEYS
Keysight Technologies Inc
+$24.3M
854,917
-8%
增持
—
Steris Plc Shs Usd
+$24.2M
610,166
+0%
增持
IWP
iShares Russell MidCap Growth
+$23.8M
331,902
+157%
增持
MKC
McCormick & Co. - non voting s
+$23.6M
1,373,465
+2%
减持
CRL
Charles River Laboratories Int
-$21.2M
433,490
-3%
减持
META
Meta Platforms Inc
-$20.2M
325,388
-15%
减持
DIOD
Diodes Inc
+$19.8M
1,583,685
-7%
减持
NBIX
Neurocrine Biosciences Inc
-$19.6M
909,088
-10%
减持
LULU
Lululemon Athletica Inc Com
-$19.0M
289,012
-11%
减持
UNH
UnitedHealth Group Inc
+$18.9M
302,865
-11%
减持
V
Visa Inc
-$18.8M
557,521
-11%
增持
IEX
IDEX Corp Com
+$18.1M
578,771
+1%
减持
CTAS
Cintas Corp
+$17.7M
407,531
-5%
增持
TTWO
Take Two Interactive
+$17.4M
667,192
+2%
减持
—
Accenture Plc Ireland Shs Clas
+$17.3M
388,046
-14%
增持
SUI
Sun Communities Inc
+$16.6M
652,463
+0%
增持
IWF
iShares Tr Russ 1000 Grw ETF
+$16.5M
116,907
+67%
减持
HD
Home Depot Inc
+$15.5M
432,666
-13%
增持
AKAM
Akamai Technologies Inc
+$14.9M
992,148
+3%
减持
COST
Costco Wholesale Corp
+$14.6M
318,910
-14%
减持
ZTS
Zoetis Inc
+$14.6M
693,587
-13%
建仓
—
Inari Medical Inc
+$14.4M
157,434
增持
—
Shyft Group Inc
+$14.1M
445,665
+117%
减持
DRI
Darden Restaurants Inc
-$13.9M
715,566
-11%
减持
FCX
Freeport-McMoran Inc
+$12.9M
2,614,571
-12%
减持
SHW
Sherwin Williams
+$12.8M
401,127
-13%
减持
ZBRA
Zebra Technologies Corp- Cl A
+$11.9M
293,568
-7%
减持
AMZN
Amazon.Com Inc
-$11.9M
62,408
-7%
减持
CME
CME Group Inc
+$11.8M
433,215
-4%
增持
ABG
Asbury Automotive Group Inc
-$11.6M
671,254
+4%
减持
SAIA
Saia Inc
-$11.4M
2,114
-96%
减持
LW
Lamb Weston Holdings Inc
-$11.4M
8,423
-96%
建仓
—
American Software Inc Class A
+$11.3M
430,376
减持
FOXF
Fox Factory Holding Corp
-$10.7M
2,574
-97%
建仓
CRNC
Cerence Inc
+$10.7M
139,183
减持
FND
Floor & Decor Holdings Inc Cla
+$10.2M
1,186,729
-0%
减持
SYK
Stryker Corporation
-$10.2M
422,340
-10%
减持
WSM
Williams-Sonoma Inc
-$10.1M
901,532
-2%
建仓
USRT
iShares Core US REIT
+$9.7M
144,091
减持
SWKS
Skyworks Solutions Inc
-$9.6M
848,885
-1%
减持
—
Activision Blizzard Inc
-$9.5M
6,188
-95%
建仓
IWO
iShares Russell 2000 Growth In
+$9.5M
32,374
减持
MPWR
Monolithic Power Systems Inc
-$9.5M
349,097
-7%
增持
BAH
Booz Allen Hamilton Hldg Corp
+$9.4M
1,328,261
+2%
清仓
—
Cimarex Energy Co
-$9.3M
0
-100%
减持
CPRT
Copart Inc.
+$9.1M
1,054,237
-3%
减持
GOOGL
Alphabet Inc Cl A
-$9.0M
66,598
-12%
建仓
CCRN
Cross Country Healthcare Inc
+$8.8M
315,552
减持
SNPS
Synopsys Inc
+$8.1M
346,845
-13%
减持
—
Horizon Therapeutics Plc
-$8.0M
1,615,559
-3%
减持
FRCB
First Rep Bk San Francisco Cal
-$7.6M
1,352,091
-9%
建仓
SPG
Simon Property Group Inc
+$7.4M
46,406
增持
AZTA
Azenta Inc
+$7.2M
1,303,706
+5%
减持
ONTO
Onto Innovation Inc
+$7.1M
320,259
-9%
增持
NVDA
NVIDIA Corp
+$7.1M
25,141
+1735%
减持
PG
Procter & Gamble Company
+$7.0M
662,160
-9%
减持
ABT
Abbott Laboratories
+$6.8M
808,957
-11%
减持
WST
West Pharmaceutical Services I
+$6.7M
365,427
-6%
清仓
—
Syneos Health Inc Cl A
-$6.6M
0
-100%
建仓
—
Crane Co
+$6.5M
63,410
减持
GOOG
Alphabet Inc Cl C
-$6.3M
6,279
-32%
建仓
IVV
iShares Core S&P 500
+$6.1M
12,714
增持
SMPL
Simply Good Foods Co Com
+$6.0M
516,502
+15%
减持
VRNS
Varonis Systems Inc
-$6.0M
206,669
-22%
减持
—
Pioneer Natural Resources Comp
-$5.6M
596,434
-13%
增持
EGP
EastGroup Properties Inc
+$5.6M
59,383
+24%
减持
DXCM
Dexcom Inc.
-$5.5M
46,386
-17%
减持
CAT
Caterpillar Inc
-$5.4M
527,831
-11%
减持
BAC
Bank of America Corporation
-$5.3M
2,070,741
-10%
增持
FCN
FTI Consulting Inc
+$5.2M
196,076
+6%
减持
BOOT
Boot Barn Holdings Inc
+$5.1M
153,481
-1%
减持
INTU
Intuit Inc
-$5.0M
212,179
-19%
减持
TMO
Thermo Fisher Scientific Inc.
-$4.9M
196,291
-17%
增持
BURL
Burlington Stores Inc
+$4.9M
461,158
+1%
增持
SSD
Simpson Manufacturing Co Inc
+$4.8M
104,408
+14%
清仓
CUBE
Cubesmart
-$4.6M
0
-100%
减持
DIS
Walt Disney Co
-$4.5M
135,967
-10%
建仓
TRNO
Terreno Realty Corporation
+$4.4M
52,075
减持
AVIR
Atea Pharmaceuticals Inc
-$4.4M
167,686
-0%
减持
ALGN
Align Technology Inc
-$4.4M
27,250
-19%
减持
PENN
Penn Natl Gaming Inc
-$4.4M
103,477
-23%
减持
MSFT
Microsoft Corp
+$4.3M
587,956
-14%
减持
ETSY
Etsy Inc
+$4.2M
725,368
-2%
增持
OMCL
Omnicell Inc
+$4.2M
79,711
+16%
减持
—
Garmin Ltd
-$4.2M
59,850
-24%
减持
RMD
Resmed Inc Com
-$4.1M
576,034
-2%
减持
—
Summit Materials Inc Cl A
+$4.1M
563,398
-3%
减持
CRM
salesforce.com inc
-$4.1M
50,796
-19%
增持
TDY
Teledyne Technologies Inc Com
+$4.1M
285,097
+2%
减持
JPM
JPMorgan Chase & Co
-$4.1M
176,773
-10%
减持
RJF
Raymond James Financial Inc
+$4.0M
1,498,710
-6%
减持
MLM
Martin Marietta Materials Inc
+$4.0M
74,238
-12%
减持
IDXX
Idexx Labs Corp
-$4.0M
14,233
-34%
增持
ELF
e l f Beauty Inc
+$3.9M
532,687
+12%
增持
SKY
Skyline Champion Corporation
+$3.9M
194,602
+2%
增持
—
Tech Target Inc
+$3.7M
149,802
+17%
增持
NOVT
Novanta Inc
+$3.7M
88,337
+15%
增持
SPY
SPDR S&P 500 ETF Trust
+$3.7M
10,735
+228%
减持
ANSS
ANSYS Inc
+$3.7M
281,515
-12%
建仓
KRE
SPDR S&P Regional Banking ETF
+$3.7M
51,623
增持
ICFI
ICF International Inc
+$3.7M
134,077
+19%
增持
—
WNS (Holdings) Limited Sponsor
+$3.6M
173,186
+21%
增持
BCPC
Balchem Corp
+$3.6M
84,457
+15%
减持
VEEV
Veeva Sys Inc
-$3.5M
34,511
-19%
减持
VSS
Vanguard FTSE All-World ex-US
-$3.5M
28,587
-48%
增持
—
Cooper Cos Inc
+$3.4M
300,736
+1%
减持
ADSK
Autodesk Inc
-$3.4M
68,842
-14%
减持
ILMN
Illumina Incorporated
-$3.4M
26,951
-20%
增持
MEDP
Medpace Holdings Inc
+$3.4M
79,189
+8%
减持
CSGP
Costar Group Inc
-$3.4M
122,312
-19%
增持
—
PGT Innovations Inc
+$3.3M
526,312
+18%
增持
VMI
Valmont Industries Inc
+$3.3M
60,675
+20%
增持
NEOG
Neogen Corporation
+$3.3M
320,529
+24%
增持
LNTH
Lantheus Holdings Inc
+$3.2M
552,405
+12%
减持
—
Eaton Corp
+$3.2M
554,616
-11%
增持
SUPN
Supernus Pharmaceuticals Inc
+$3.2M
396,105
+26%
增持
NSC
Norfolk Southn Corp
+$3.1M
52,234
+1%
减持
NEE
Nextera Energy Inc Com
+$3.1M
212,195
-0%
减持
AVGO
Broadcom Inc
+$3.1M
18,841
-3%
增持
ABBV
Abbvie Inc
+$3.1M
103,114
+2%
增持
—
GrafTech International Ltd
+$3.0M
1,041,464
+16%
建仓
CNX
Cnx Resources Corp
+$3.0M
217,925
减持
VWO
Vanguard FTSE Emerging Markets
-$3.0M
119,109
-33%
减持
DOV
Dover Corp
+$3.0M
615,571
-12%
增持
TTD
Trade Desk Inc Cl A
+$3.0M
41,771
+242%
增持
—
Perficient Inc
+$2.9M
109,593
+13%
增持
RPM
RPM International Inc
+$2.9M
116,947
+2%
增持
EL
Estee Lauder Companies Cl A
+$2.9M
39,505
+1%
减持
TRMB
Trimble Navigation Ltd
-$2.8M
164,402
-21%
减持
VZ
Verizon Communications Inc Com
-$2.8M
142,726
-24%
增持
CCI
Crown Castle International Cor
+$2.7M
75,795
+0%
增持
AMN
AMN Healthcare Services Inc
+$2.6M
124,037
+13%