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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 9
增持 71
减持 62
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
GOOG
Alphabet Inc Cl C
-$396.0M
113,396
-39%
增持
GOOGL
Alphabet Inc Cl A
-$155.9M
1,025,733
+780%
减持
BKNG
Booking Holdings Inc
-$111.0M
3,641
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。
-95%
建仓
DECK
Deckers Outdoor Corporation
+$109.8M
351,207
建仓
ULTA
Ulta Beauty Inc
+$99.7M
248,544
清仓
BURL
Burlington Stores Inc
-$65.1M
0
-100%
减持
ETSY
Etsy Inc
-$61.0M
6,984
-99%
减持
ENTG
Entegris Inc
-$48.6M
1,207,721
-25%
减持
AVGO
Broadcom Inc
-$44.4M
13,252
-87%
增持
VEEV
Veeva Sys Inc
+$41.7M
292,180
+796%
减持
MPWR
Monolithic Power Systems Inc
-$32.3M
317,368
-17%
增持
AZTA
Azenta Inc
-$30.7M
1,341,610
+10%
减持
—
Horizon Therapeutics Plc
-$29.5M
1,564,746
-1%
减持
PAYC
Paycom Software Inc
+$28.3M
586,480
-1%
减持
ABG
Asbury Automotive Group Inc
-$28.2M
640,779
-13%
减持
IWF
iShares Tr Russ 1000 Grw ETF
-$28.1M
87,991
-59%
增持
CHD
Church & Dwight Co
-$24.7M
1,255,583
+2%
减持
COST
Costco Wholesale Corp
-$23.2M
299,188
-13%
增持
—
Steris Plc Shs Usd
-$21.6M
598,405
+2%
增持
KEYS
Keysight Technologies Inc
+$20.2M
825,297
+4%
减持
CPRT
Copart Inc.
-$19.9M
1,058,297
-13%
减持
NOW
Servicenow Inc
-$19.6M
167,391
-4%
增持
ADBE
Adobe Systems Inc
-$19.3M
240,019
+3%
减持
MKC
McCormick & Co. - non voting s
-$19.2M
1,380,707
-2%
减持
SPGI
S&P Global Inc
-$19.0M
3,553
-94%
减持
URI
United Rentals Inc
-$18.6M
22,353
-78%
减持
GNRC
Generac Hldgs Inc
-$17.7M
521,043
-1%
减持
CTAS
Cintas Corp
-$17.1M
72,062
-40%
减持
ALGN
Align Technology Inc
-$17.1M
34,122
-67%
增持
SPSC
SPS Commerce Inc Com
+$17.1M
1,006,653
+5%
增持
FRCB
First Rep Bk San Francisco Cal
-$16.8M
1,291,538
+0%
减持
NVDA
NVIDIA Corp
-$16.7M
411,357
-6%
增持
FND
Floor & Decor Holdings Inc Cla
+$16.6M
1,254,041
+10%
减持
FICO
Fair Isaac Corp
-$16.3M
24,553
-63%
减持
POOL
Pool Corp
-$16.2M
359,252
-3%
减持
—
Cooper Cos Inc
-$15.4M
308,548
-0%
增持
SUI
Sun Communities Inc
-$14.9M
665,480
+1%
增持
ZTS
Zoetis Inc
-$14.7M
677,145
+1%
建仓
AVAV
AeroVironment Inc
+$14.3M
171,151
增持
WST
West Pharmaceutical Services I
-$14.0M
358,301
+6%
减持
ADSK
Autodesk Inc
-$13.5M
54,797
-60%
减持
—
Accenture Plc Ireland Shs Clas
-$13.2M
381,351
-5%
增持
RJF
Raymond James Financial Inc
+$12.4M
1,316,348
+0%
增持
DRI
Darden Restaurants Inc
+$12.1M
649,363
+5%
增持
NBIX
Neurocrine Biosciences Inc
+$11.5M
1,094,177
+2%
减持
TDY
Teledyne Technologies Inc Com
-$11.0M
285,764
-0%
增持
AMZN
Amazon.Com Inc
+$10.9M
874,309
+6%
减持
CAT
Caterpillar Inc
-$10.9M
537,467
-3%
减持
MTN
Vail Resorts Inc
-$10.9M
4,527
-92%
增持
CIEN
Ciena Corp Com
-$10.8M
3,325,040
+5%
增持
PG
Procter & Gamble Company
-$10.5M
631,937
+1%
减持
IEX
IDEX Corp Com
+$10.4M
587,398
-0%
清仓
EXPD
Expeditors International
-$10.2M
0
-100%
减持
QLYS
Qualys Inc
+$9.1M
1,015,736
-3%
增持
ZBRA
Zebra Technologies Corp- Cl A
-$9.0M
334,703
+2%
增持
PWR
Quanta Svcs Inc Com
+$8.8M
530,341
+13%
增持
—
Eaton Corp
+$8.8M
540,797
+8%
增持
CME
CME Group Inc
-$8.7M
435,698
+4%
减持
BAH
Booz Allen Hamilton Hldg Corp
-$8.3M
1,286,549
-9%
建仓
DV
DoubleVerify Holdings Inc
+$7.5M
274,479
建仓
HSY
Hershey Company
+$7.4M
33,671
增持
AKAM
Akamai Technologies Inc
-$7.4M
1,002,902
+4%
减持
IWP
iShares Russell MidCap Growth
-$7.3M
243,422
-27%
减持
HII
Huntington Ingalls Industries
-$7.2M
2,192
-94%
减持
SNPS
Synopsys Inc
-$7.1M
319,634
-7%
增持
HD
Home Depot Inc
+$7.1M
424,130
+6%
增持
MAS
Masco Corporation
-$6.9M
2,012,031
+1%
减持
DXCM
Dexcom Inc.
-$6.6M
62,984
-60%
减持
ORLY
OReilly Automotive Inc
+$6.4M
125,327
-3%
增持
—
Nxp Semiconductors N V Com
+$6.4M
516,797
+10%
增持
ROP
Roper Industries Inc
-$6.4M
200,049
+1%
减持
WMS
Advanced Drainage Systems Inc
-$6.2M
17,859
-81%
增持
MTD
Mettler Toledo International C
-$6.2M
108,737
+1%
增持
DIOD
Diodes Inc
+$6.2M
1,579,280
+6%
减持
NPO
EnPro Industries Inc
-$6.1M
29,398
-72%
增持
ELF
e l f Beauty Inc
+$5.9M
745,310
+3%
增持
BAC
Bank of America Corporation
+$5.8M
1,924,789
+14%
清仓
—
Rada Electronic Industries LTD
-$5.7M
0
-100%
增持
—
Shyft Group Inc
+$5.6M
889,785
+31%
增持
INTU
Intuit Inc
+$5.5M
204,945
+7%
清仓
—
Turning Point Therapeutics Inc
-$5.3M
0
-100%
减持
VRNS
Varonis Systems Inc
-$5.2M
9,954
-95%
减持
JPM
JPMorgan Chase & Co
-$5.2M
110,971
-26%
减持
TFX
Teleflex Inc
-$5.1M
12,116
-60%
减持
FTNT
Fortinet Inc
-$5.1M
271,049
-17%
减持
ODFL
Old Dominion Freight Lines Inc
-$5.1M
220,392
-6%
减持
VRTX
Vertex Pharmaceuticals Inc
-$4.9M
1,601
-92%
减持
EL
Estee Lauder Companies Cl A
-$4.9M
74,898
-10%
增持
CVX
Chevron Corp
+$4.8M
431,337
+9%
增持
TRMB
Trimble Inc
-$4.7M
1,865,926
+2%
增持
V
Visa Inc
-$4.7M
565,204
+6%
减持
—
Abiomed Inc
-$4.7M
11,780
-62%
建仓
—
KnowBe4 Inc Class A
+$4.7M
226,109
减持
WSM
Williams-Sonoma Inc
+$4.6M
892,819
-2%
增持
PGNY
Progyny Inc
+$4.4M
420,688
+9%
增持
VMI
Valmont Industries Inc
+$4.3M
76,491
+6%
减持
SPG
Simon Property Group Inc
-$4.3M
72,681
-36%
增持
—
PGT Innovations Inc
+$4.1M
697,638
+11%
增持
ICFI
ICF International Inc
+$4.1M
173,009
+11%
增持
AAPL
Apple Inc
+$4.0M
1,379,592
+1%
增持
CRL
Charles River Laboratories Int
-$3.9M
481,977
+4%
增持
FIX
Comfort Systems USA Inc
+$3.9M
207,613
+6%
增持
PEP
PepsiCo Inc
+$3.9M
545,950
+7%
建仓
CALM
Cal Maine Foods Inc
+$3.7M
67,358
增持
ABT
Abbott Laboratories
-$3.6M
787,845
+7%
减持
DIS
Walt Disney Co
-$3.5M
61,594
-38%
减持
NEE
Nextera Energy Inc Com
-$3.5M
218,336
-18%
增持
FCX
Freeport-McMoran Inc
+$3.5M
2,525,756
+13%
增持
TTWO
Take Two Interactive
-$3.5M
698,115
+8%
减持
TREE
Lendingtree Inc
-$3.5M
16,472
-81%
清仓
—
American Campus Communities In
-$3.3M
0
-100%
增持
SUPN
Supernus Pharmaceuticals Inc
+$3.3M
507,463
+5%
增持
NEOG
Neogen Corporation
-$3.2M
616,776
+25%
减持
NVST
Envista Holdings Corp
-$3.2M
97,203
-42%
增持
SHW
Sherwin Williams
-$3.2M
392,147
+5%
增持
TGT
Target Corp Com
+$3.2M
55,114
+56%
增持
TRNO
Terreno Realty Corporation
+$3.2M
145,686
+79%
增持
VICR
Vicor Corp Com
+$3.1M
211,439
+24%
减持
—
Sensata Technologies Holdings
-$3.1M
27,478
-73%
增持
—
WNS (Holdings) Limited Sponsor
+$3.1M
229,871
+9%
增持
DOV
Dover Corp
+$3.1M
594,532
+9%
清仓
SM
SM Energy Co
-$3.1M
0
-100%
建仓
VBK
Vanguard Small Cap Growth ETF
+$3.1M
15,725
减持
DE
Deere & Co
-$3.1M
33,196
-30%
减持
CXT
Crane Holdings Co
-$2.8M
12,934
-71%
建仓
AVA
Avista Corp.
+$2.8M
74,238
增持
BR
Broadridge Financial Solutions
+$2.7M
152,817
+13%
减持
RMD
Resmed Inc Com
+$2.6M
557,127
-2%
清仓
—
PS Business Parks Inc
-$2.6M
0
-100%
增持
MSFT
Microsoft Corp
-$2.6M
595,555
+8%
增持
—
Ranger Oil Corporation Class A
+$2.6M
443,834
+29%
减持
GS
Goldman Sachs Group Inc
-$2.6M
29,219
-22%
增持
CCRN
Cross Country Healthcare Inc
+$2.6M
332,504
+1%
增持
ABCB
Ameris Bancorp
+$2.6M
360,756
+7%
减持
PDBC
Invesco Optimum Yield Diversif
-$2.4M
128,693
-48%
增持
VZ
Verizon Communications Inc Com
-$2.4M
217,451
+3%
增持
FCN
FTI Consulting Inc
-$2.3M
205,231
+2%
减持
CHDN
Churchill Downs Inc
-$2.3M
22,004
-33%
增持
ENPH
Enphase Energy Inc
+$2.3M
26,614
+1%
清仓
LHX
L3Harris Technologies Inc
-$2.2M
0
-100%
减持
IDXX
Idexx Labs Corp
-$2.2M
3,897
-61%
增持
SKY
Skyline Champion Corporation
+$2.2M
287,778
+4%
增持
APD
Air Products & Chemicals Inc
+$2.1M
46,521
+29%
增持
—
Inari Medical Inc
+$2.1M
217,879
+8%
增持
LULU
Lululemon Athletica Inc Com
+$2.0M
286,122
+0%
减持
PEN
Penumbra Inc
-$2.0M
11,462
-66%
增持
MLM
Martin Marietta Materials Inc
+$2.0M
72,976
+2%
增持
PATK
Patrick Industries Inc
+$2.0M
88,697
+142%
减持
—
Garmin Ltd
-$2.0M
62,353
-12%
增持
MEDP
Medpace Holdings Inc
+$2.0M
113,103
+7%