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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 15
增持 65
减持 60
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
FDS
Factset Reasearch Systems Inc
+$105.6M
263,630
清仓
MAS
Masco Corporation
-$103.2M
0
-100%
建仓
—
Hologic Inc
+$96.5M
1,191,518
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。
建仓
BRKR
Bruker Corporation
+$95.2M
1,287,328
减持
NBIX
Neurocrine Biosciences Inc
-$92.6M
5,772
-99%
减持
CIEN
Ciena Corp Com
-$89.9M
1,971,157
-40%
增持
MLM
Martin Marietta Materials Inc
+$87.9M
242,594
+258%
减持
TRMB
Trimble Inc
-$86.8M
180,248
-90%
减持
DOV
Dover Corp
-$84.0M
20,080
-96%
增持
MCO
Moody's Corporation
+$64.0M
192,981
+1830%
减持
SWKS
Skyworks Solutions Inc
-$59.7M
580,174
-45%
减持
NVDA
NVIDIA Corp
+$57.2M
426,850
-4%
建仓
CR
Crane Company
+$52.9M
593,079
增持
—
ChampionX Corporation
+$51.1M
1,950,006
+463%
减持
WSM
Williams-Sonoma Inc
-$49.0M
474,894
-47%
增持
—
Perficient Inc
+$47.5M
815,307
+188%
增持
AAPL
Apple Inc
+$44.9M
1,380,354
+2%
减持
LLY
Eli Lilly and Company
+$34.2M
278,183
-1%
增持
MSFT
Microsoft Corp
+$32.8M
601,822
+1%
建仓
STRL
Sterling Infrastructure Inc
+$28.8M
516,778
减持
SPSC
SPS Commerce Inc Com
+$26.3M
847,804
-5%
增持
ISRG
Intuitive Surgical Inc
+$26.0M
285,978
+2%
建仓
—
InMode Ltd
+$26.0M
696,434
增持
ADBE
Adobe Systems Inc
+$25.5M
238,682
+1%
增持
AMZN
Amazon.Com Inc
+$25.2M
886,353
+1%
增持
TSLA
Tesla Inc
+$25.0M
409,682
+3%
增持
LMAT
Lemaitre Vascular Inc
+$24.5M
373,113
+3057%
减持
ENTG
Entegris Inc
+$23.7M
1,146,644
-9%
减持
MTD
Mettler Toledo International C
-$22.6M
90,386
-2%
建仓
CLB
Core Laboratories Inc Com
+$22.6M
970,255
清仓
—
Avid Technology Inc
-$22.1M
0
-100%
减持
SSD
Simpson Manufacturing Co Inc
-$21.5M
3,001
-99%
减持
BJ
BJ Wholesale Club
-$21.3M
1,278,189
-5%
清仓
AVD
American Vanguard Corp
-$19.9M
0
-100%
增持
DRI
Darden Restaurants Inc
+$19.4M
1,398,822
+1%
减持
EL
Estee Lauder Companies Cl A
-$19.4M
321,546
-4%
减持
BAH
Booz Allen Hamilton Hldg Corp
+$19.3M
1,048,816
-1%
减持
—
Steris Plc Shs Usd
+$19.0M
588,684
-1%
增持
ULTA
Ulta Beauty Inc
-$18.4M
251,360
+0%
减持
TTWO
Take Two Interactive
+$17.6M
674,569
-1%
清仓
—
Core Laboratories NV
-$17.2M
0
-100%
增持
SHW
Sherwin Williams
+$17.0M
385,402
+2%
增持
TTD
Trade Desk Inc Cl A
+$16.7M
830,442
+7%
增持
GOOGL
Alphabet Inc Cl A
+$16.5M
1,010,085
+0%
减持
AKAM
Akamai Technologies Inc
-$16.0M
736,598
-30%
建仓
—
Chuy's Holdings Inc
+$15.8M
387,457
清仓
—
American Software Inc Class A
-$15.1M
0
-100%
减持
NOW
Servicenow Inc
+$15.0M
163,518
-1%
增持
ONTO
Onto Innovation Inc
+$15.0M
432,997
+7%
减持
CPRT
Copart Inc.
+$14.9M
1,712,135
-9%
减持
—
Eaton Corp
+$14.9M
523,290
-1%
减持
DECK
Deckers Outdoor Corporation
+$14.4M
299,352
-6%
增持
ORCL
Oracle Corporation
+$13.0M
111,348
+3624%
增持
COST
Costco Wholesale Corp
+$12.8M
285,123
+1%
减持
DG
Dollar General Corp
-$12.6M
7,414
-89%
减持
PWR
Quanta Svcs Inc Com
+$12.5M
503,935
-3%
减持
CHD
Church & Dwight Co
+$12.4M
1,216,342
-2%
增持
CHH
Choice Hotels Intl Inc
+$11.7M
867,546
+13%
减持
TDY
Teledyne Technologies Inc Com
-$11.4M
270,869
-1%
增持
MEDP
Medpace Holdings Inc
+$11.3M
135,258
+20%
减持
ELF
e l f Beauty Inc
+$11.1M
518,723
-11%
减持
POOL
Pool Corp
+$10.6M
354,799
-1%
建仓
HALO
Halozyme Therapeutics Inc
+$10.4M
289,104
增持
NPO
EnPro Industries Inc
+$10.4M
246,162
+14%
减持
SNPS
Synopsys Inc
+$9.8M
271,847
-3%
减持
UNP
Union Pacific Corp
-$9.7M
4,366
-92%
减持
WST
West Pharmaceutical Services I
+$9.7M
343,159
-2%
减持
VZ
Verizon Communications Inc Com
-$9.5M
17,256
-93%
建仓
WDAY
Workday Inc
+$9.3M
41,294
减持
RJF
Raymond James Financial Inc
+$9.3M
979,293
-1%
减持
IWF
iShares Tr Russ 1000 Grw ETF
-$9.3M
35,309
-55%
清仓
TGT
Target Corp Com
-$9.2M
0
-100%
增持
—
Accenture Plc Ireland Shs Clas
+$9.1M
376,921
+0%
建仓
MLI
Mueller Inds Inc
+$8.7M
100,064
增持
VEEV
Veeva Sys Inc
+$8.5M
417,674
+4%
减持
—
Nxp Semiconductors N V Com
+$8.4M
501,380
-1%
减持
PAYC
Paycom Software Inc
+$8.3M
563,948
-1%
增持
IEX
IDEX Corp Com
-$8.3M
539,797
+0%
减持
EME
Emcor Group Inc Com
+$8.2M
722,140
-6%
增持
AMN
AMN Healthcare Services Inc
+$8.2M
253,058
+8%
减持
SAIA
Saia Inc
+$8.1M
364,329
-15%
建仓
—
Arista Networks Inc
+$8.1M
49,936
减持
BR
Broadridge Financial Solutions
-$8.0M
91,381
-42%
增持
CNMD
CONMED Corporation
+$7.8M
210,321
+5%
清仓
—
Shyft Group Inc
-$7.7M
0
-100%
减持
SPG
Simon Property Group Inc
-$7.7M
6,080
-92%
减持
SUI
Sun Communities Inc
-$7.6M
671,733
-1%
增持
V
Visa Inc
+$7.6M
564,507
+1%
增持
HD
Home Depot Inc
+$7.5M
419,446
+1%
减持
MPWR
Monolithic Power Systems Inc
+$7.4M
269,916
-2%
增持
—
Pioneer Natural Resources Comp
+$7.3M
508,964
+6%
建仓
NFLX
Netflix Inc
+$7.1M
16,122
增持
PGNY
Progyny Inc
+$6.5M
646,069
+10%
增持
CDNS
Cadence Design System Inc
+$6.5M
29,845
+1112%
增持
UFPT
UFP Technologies Inc
+$6.0M
54,969
+54%
增持
BOOT
Boot Barn Holdings Inc
+$6.0M
363,822
+13%
减持
KEYS
Keysight Technologies Inc
-$6.0M
667,628
-8%
增持
POWI
Power Integrations Inc
+$5.8M
307,031
+12%
减持
PYPL
PayPal Holdings Inc
-$5.7M
3,624
-95%
增持
FIX
Comfort Systems USA Inc
+$5.6M
224,547
+5%
增持
AVAV
AeroVironment Inc
+$5.6M
259,712
+14%
增持
—
Summit Materials Inc Cl A
+$5.5M
567,477
+1%
建仓
TALO
Talos Energy Inc
+$5.3M
383,698
增持
UCTT
Ultra Clean Holdings Inc
+$5.3M
600,092
+12%
减持
—
Horizon Therapeutics Plc
-$5.3M
11,645
-80%
增持
WSC
WillScot Mobile Mini Holdings
+$5.2M
2,069,974
+4%
增持
CALX
Calix Inc
+$5.2M
544,751
+33%
增持
BMI
Badger Meter Inc
+$5.1M
184,266
+2%
增持
ABCB
Ameris Bancorp
+$5.1M
657,445
+38%
减持
FND
Floor & Decor Holdings Inc Cla
+$4.9M
1,222,691
-2%
增持
ITGR
Integer Holdings Corporation
+$4.8M
300,238
+7%
增持
—
PGT Innovations Inc
+$4.7M
841,178
+7%
增持
MGPI
MGP Ingredients Inc
+$4.7M
232,067
+13%
增持
SFM
Sprouts Farmers Market Inc
+$4.6M
674,260
+17%
减持
ABT
Abbott Laboratories
+$4.6M
758,303
-2%
减持
AVY
Avery Dennison Corp
-$4.5M
573,292
-0%
增持
NEOG
Neogen Corporation
+$4.2M
708,723
+17%
增持
ZTS
Zoetis Inc
+$4.2M
664,070
+0%
增持
ICFI
ICF International Inc
+$4.2M
220,656
+4%
减持
ROP
Roper Industries Inc
+$4.1M
186,664
-4%
增持
CRL
Charles River Laboratories Int
+$4.0M
467,106
+0%
减持
URI
United Rentals Inc
-$4.0M
6,825
-62%
减持
NOC
Northrop Grumman Corp
-$4.0M
138,329
-5%
增持
CNS
Cohen & Steers Inc
+$3.9M
331,825
+38%
减持
MHO
M/I Homes Inc
-$3.9M
49,805
-62%
建仓
MOD
Modine Manufacturing Co
+$3.7M
113,382
减持
CME
CME Group Inc
-$3.7M
405,384
-1%
增持
—
Perion Network Ltd
-$3.7M
780,563
+12%
增持
YETI
YETI Holdings Inc
+$3.5M
627,963
+20%
增持
FOXF
Fox Factory Holding Corp
+$3.5M
242,656
+29%
增持
MCHB
Homestreet Inc Com
-$3.4M
284,961
+1%
减持
ODFL
Old Dominion Freight Lines Inc
+$3.3M
210,890
-4%
增持
INTU
Intuit Inc
+$3.2M
204,394
+1%
增持
BCPC
Balchem Corp
+$3.0M
170,100
+8%
增持
MTDR
Matador Res Co
+$3.0M
112,590
+84%
增持
WAL
Western Alliance Bancorp
+$2.9M
215,257
+54%
增持
UNH
UnitedHealth Group Inc
+$2.9M
267,894
+1%
增持
SUPN
Supernus Pharmaceuticals Inc
+$2.8M
770,059
+37%
减持
IWP
iShares Russell MidCap Growth
-$2.8M
169,324
-20%
清仓
—
Ruth's Hospitality Group Inc
-$2.7M
0
-100%
减持
CVX
Chevron Corp
-$2.7M
415,385
-0%
减持
DV
DoubleVerify Holdings Inc
+$2.5M
298,094
-1%
增持
ABBV
Abbvie Inc
-$2.5M
105,189
+0%
清仓
GBCI
Glacier Bancorp Inc
-$2.5M
0
-100%
增持
CTAS
Cintas Corp
+$2.5M
67,583
+1%
减持
CAT
Caterpillar Inc
-$2.5M
59,034
-21%
减持
DIOD
Diodes Inc
-$2.5M
1,319,325
-2%
减持
NKE
Nike Inc Cl B
-$2.4M
191,307
-0%
清仓
—
Fabrinet
-$2.4M
0
-100%
增持
SKY
Skyline Champion Corporation
-$2.4M
367,568
+5%