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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 13
增持 65
减持 67
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
PSTG
Pure Storage Inc Class A
+$134.9M
2,100,673
减持
BRKR
Bruker Corporation
-$132.1M
11,829
-99%
减持
—
ChampionX Corporation
-$130.2M
393,882
-90%
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
—
Weatherford International plc
+$124.7M
1,018,057
减持
DRI
Darden Restaurants Inc
-$122.6M
733,092
-48%
减持
MTD
Mettler Toledo International C
-$122.0M
1,723
-98%
建仓
DSGX
Descartes Systems Group Inc
+$118.3M
1,221,588
建仓
ECL
Ecolab Inc Com
+$114.6M
481,551
增持
PEN
Penumbra Inc
+$110.0M
643,931
+2323%
减持
—
Accenture Plc Ireland Shs Clas
-$109.9M
69,888
-82%
清仓
—
Pioneer Natural Resources Comp
-$106.9M
0
-100%
增持
—
Exxon Mobil Corp Com
+$105.7M
940,026
+4207%
减持
ADBE
Adobe Inc Com
-$103.0M
31,966
-87%
减持
PAYC
Paycom Software Inc Com
-$101.1M
3,377
-99%
建仓
HWM
Howmet Aerospace Inc
+$95.7M
1,233,168
增持
ONTO
Onto Innovation Inc
+$93.6M
776,927
+83%
减持
ODFL
Old Dominion Freight Line Inc
-$92.7M
2,458
-99%
增持
VRTX
Vertex Pharmaceuticals Inc Com
+$84.6M
181,661
+13112%
减持
DV
DoubleVerify Holdings Inc
-$79.7M
3,160,425
-21%
清仓
—
Perficient Inc
-$78.9M
0
-100%
增持
NFLX
Netflix Inc Com
+$72.5M
124,369
+559%
增持
AAPL
Apple Inc Com
+$59.9M
1,437,926
+2%
建仓
OLLI
Ollies Bargain Outlt Hldgs Inc
+$59.6M
607,194
建仓
LGND
Ligand Pharmaceuticals Inc
+$49.4M
586,624
减持
EME
Emcor Group Inc Com
-$49.2M
396,065
-28%
减持
CVX
Chevron Corp New Com
-$48.6M
88,289
-78%
建仓
CVLT
Commvault Systems Inc
+$46.3M
380,447
减持
WSC
WillScot Mobile Mini Holdings
-$44.3M
1,329,330
-34%
减持
MEDP
Medpace Holdings Inc
-$42.5M
49,337
-68%
增持
CW
Curtiss Wright Corp
+$42.0M
193,869
+371%
增持
NVDA
Nvidia Corporation Com
+$41.3M
2,674,681
+736%
增持
KNF
Knife River Corp
+$38.6M
613,617
+1029%
减持
ULTA
Ulta Beauty Inc Com
-$37.6M
246,945
-3%
增持
COST
Costco Whsl Corp New Com
+$35.8M
281,751
+1%
减持
POOL
Pool Corp Com
-$35.5M
345,853
-2%
增持
AJG
Gallagher Arthur J & Co Com
+$35.2M
444,499
+39%
减持
SUPN
Supernus Pharmaceuticals Inc
-$35.0M
9,081
-99%
增持
CASY
Caseys General Stores Inc
+$34.8M
384,882
+9%
减持
SAIA
Saia Inc
-$34.2M
278,959
-2%
增持
GOOGL
Alphabet Inc Cap Stk Cl A
+$34.1M
1,028,805
+1%
增持
—
Arista Networks Inc Com
+$32.6M
457,651
+4%
减持
CRL
Charles River Laboratories Int
-$31.3M
443,104
-2%
减持
MPWR
Monolithic Pwr Sys Inc Com
+$29.8M
243,330
-3%
减持
SMPL
Simply Good Foods Co Com
-$29.8M
412,335
-69%
建仓
PJT
PJT Partners Inc
+$26.5M
245,392
增持
DXCM
Dexcom Inc Com
-$25.4M
1,160,391
+3%
减持
—
Fabrinet
+$25.3M
507,879
-3%
减持
—
WNS Global Services
-$25.1M
115,871
-81%
减持
QLYS
Qualys Inc
-$25.0M
996,412
-0%
增持
BSX
Boston Scientific Corp Com
+$24.9M
1,665,308
+10%
减持
CRM
Salesforce Inc Com
-$24.8M
264,922
-14%
减持
WST
West Pharmaceutical Services I
-$22.7M
325,387
-1%
减持
DECK
Deckers Outdoor Corporation
-$22.5M
149,724
-16%
减持
VMI
Valmont Industries Inc
-$21.8M
41,145
-72%
增持
META
Meta Platforms Inc Cl A
+$20.8M
338,297
+10%
减持
WTS
Watts Water Technologies Inc
-$20.1M
587,960
-2%
减持
COO
Cooper Cos Inc Com New
-$19.5M
1,245,915
-1%
增持
UFPT
UFP Technologies Inc
+$17.8M
245,317
+32%
增持
MSFT
Microsoft Corp Com
+$17.6M
597,253
+1%
增持
SHW
Sherwin Williams Co Com
-$17.4M
394,578
+1%
增持
MLM
Martin Marietta Matls Inc Com
-$16.7M
251,936
+1%
增持
ISRG
Intuitive Surgical Inc Com New
+$16.6M
304,398
+2%
增持
—
Nova Measuring Instruments Ltd
+$16.1M
227,561
+8%
减持
SFM
Sprouts Farmers Market Inc
+$16.0M
860,618
-1%
减持
KEYS
Keysight Technologies Inc
-$15.8M
626,006
-3%
减持
—
Eaton Corp Plc Shs
-$15.4M
520,344
-9%
减持
CPRT
Copart Inc.
-$15.3M
2,696,688
-3%
增持
AMZN
Amazon Com Inc Com
+$15.3M
921,737
+2%
减持
RPM
RPM International Inc
-$14.9M
5,241
-96%
减持
FDS
Factset Reasearch Systems Inc
-$14.7M
249,670
-3%
增持
TJX
Tjx Cos Inc New Com
+$14.3M
1,201,160
+3%
增持
HD
Home Depot Inc Com
-$14.1M
431,827
+2%
增持
—
Nxp Semiconductors N V Com
+$14.0M
520,277
+2%
减持
TDY
Teledyne Technologies Inc Com
-$13.9M
272,964
-2%
增持
LMAT
Lemaitre Vascular Inc
+$12.7M
691,021
+4%
建仓
HLNE
Hamilton Lane Inc Cl A
+$12.3M
99,379
减持
CR
Crane Company
-$12.0M
1,108,978
-13%
增持
TTD
The Trade Desk Inc Com Cl A
+$12.0M
1,003,081
+2%
减持
—
Nvent Electric Plc Com
-$11.9M
2,029,458
-9%
减持
DE
Deere & Co Com
-$11.6M
2,573
-92%
减持
BOOT
Boot Barn Holdings Inc
+$11.3M
499,422
-11%
增持
PWR
Quanta Svcs Inc Com
+$10.6M
48,435
+646%
减持
ROK
Rockwell Automation Inc
-$10.3M
3,825
-90%
增持
MMSI
Merit Medical Systems Inc
+$10.1M
574,442
+11%
减持
APD
Air Prods & Chems Inc Com
-$10.1M
3,147
-93%
减持
ADSK
Autodesk Inc Com
-$10.1M
8,860
-81%
减持
AVAV
AeroVironment Inc
+$10.0M
350,096
-0%
减持
PGNY
Progyny Inc
-$10.0M
998,217
-1%
增持
MCO
Moody's Corporation
+$9.9M
219,618
+5%
增持
ELF
e l f Beauty Inc
+$9.7M
441,097
+4%
减持
NPO
EnPro Industries Inc
-$9.6M
296,726
-5%
减持
NKE
Nike Inc Cl B
-$9.1M
107,160
-41%
减持
UNH
Unitedhealth Group Inc Com
-$8.8M
47,394
-29%
增持
SNPS
Synopsys Inc Com
+$8.7M
280,112
+1%
清仓
VEEV
Veeva Sys Inc
-$8.5M
0
-100%
增持
SKY
Skyline Champion Corporation
-$8.5M
569,199
+3%
减持
RJF
Raymond James Finl Inc Com
-$8.5M
897,399
-3%
增持
BMI
Badger Meter Inc
+$8.4M
287,060
+3%
增持
CALX
Calix Inc
+$8.0M
1,203,666
+15%
减持
—
Hologic Inc Com
-$7.9M
1,203,570
-4%
建仓
LECO
Lincoln Electric Holdings
+$7.8M
41,379
增持
KNSL
Kinsale Cap Group Inc
+$7.7M
43,568
+153%
增持
CSW
CSW Industrials Inc
+$7.7M
196,246
+4%
增持
NOW
Servicenow Inc Com
+$7.5M
174,588
+3%
增持
IWF
iShares Tr Russ 1000 Grw ETF
+$7.5M
23,821
+569%
清仓
—
Masonite Intl Corp New
-$7.5M
0
-100%
增持
ORLY
Oreilly Automotive Inc Com
+$7.4M
124,047
+13%
减持
LLY
Eli Lilly & Co Com
+$7.2M
202,109
-11%
增持
CME
CME Group Inc
-$7.0M
412,053
+1%
增持
—
Chuy's Holdings Inc
-$7.0M
962,393
+2%
增持
CLB
Core Laboratories Inc Com
+$6.8M
1,687,703
+5%
增持
HALO
Halozyme Therapeutics Inc
+$6.7M
445,341
+9%
减持
SWKS
Skyworks Solutions Inc
-$6.7M
4,093
-94%
减持
ENTG
Entegris Inc
-$6.7M
1,173,030
-0%
增持
AVGO
Broadcom Inc Com
+$6.5M
11,024
+31%
增持
SM
SM Energy Co
-$6.4M
1,029,626
+1%
增持
V
Visa Inc Com Cl A
-$6.2M
582,784
+2%
减持
RMD
Resmed Inc Com
-$6.1M
572,287
-2%
增持
DT
Dynatrace Inc
+$6.0M
2,019,434
+11%
减持
—
Steris Plc Shs Usd
-$5.6M
609,536
-2%
建仓
MYRG
MYR Group Inc
+$5.5M
40,650
增持
FCX
Freeport-Mcmoran Inc Cl B
+$5.4M
2,497,236
+1%
增持
ZTS
Zoetis Inc Cl A
+$5.2M
686,732
+2%
减持
VBK
Vanguard Small Cap Growth ETF
-$4.7M
50,056
-24%
增持
INTU
Intuit Inc
+$4.6M
215,614
+2%
增持
CTAS
Cintas Corp Com
+$4.6M
198,318
+1%
增持
RGEN
Repligen Corporation
-$4.3M
93,922
+7%
增持
PH
Parker-Hannifin Corp Com
-$4.3M
163,072
+4%
增持
YETI
YETI Holdings Inc
+$4.0M
905,195
+14%
建仓
—
Marqeta Inc
+$3.9M
719,332
清仓
MCHB
Homestreet Inc Com
-$3.9M
0
-100%
减持
WSM
Williams-Sonoma Inc
-$3.7M
51,056
-11%
增持
TSCO
Tractor Supply Company
+$3.6M
172,348
+5%
增持
PG
Procter And Gamble Co Com
+$3.6M
621,689
+2%
减持
AVY
Avery Dennison Corp
-$3.5M
579,249
-1%
增持
MOG/A
Moog Inc Class A
+$3.4M
298,029
+2%
减持
LULU
Lululemon Athletica Inc Com
-$3.2M
33,693
-1%
减持
TTWO
Take Two Interactive
+$3.2M
662,889
-1%
增持
ROP
Roper Industries Inc
+$3.2M
193,386
+2%
增持
—
Cyberark Software Ltd
+$3.2M
60,251
+20%
增持
IWP
iShares Russell MidCap Growth
+$3.2M
165,205
+25%
减持
BJ
BJ Wholesale Club
-$3.1M
168,914
-29%
增持
PODD
Insulet Corp Com
+$3.0M
48,271
+22%
减持
CHD
Church & Dwight Co Inc Com
-$3.0M
1,116,166
-2%
减持
INSP
Inspire Medical Systems Inc
-$2.9M
4,237
-73%
减持
STRL
Sterling Infrastructure Inc
+$2.8M
543,828
-2%
减持
ADI
Analog Devices Inc Com
+$2.7M
89,485
-0%
减持
TNET
Trinet Group
-$2.7M
54,711
-11%
增持
ABCB
Ameris Bancorp
+$2.7M
789,832
+3%
减持
MA
Mastercard Incorporated Cl A
-$2.6M
32,857
-8%