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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 49
减持 75
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
LLY
Eli Lilly & Co.
-$150.2M
17,410
-91%
减持
NVDA
NVIDIA Corp.
+$129.2M
2,649,792
-1%
减持
BKR
Baker Hughes Company
-$110.3M
208,242
-92%
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
RMD
ResMed Inc.
-$108.3M
4,990
-99%
减持
CPRT
Copart Inc
-$105.6M
311,603
-85%
增持
AVGO
Broadcom Inc
+$104.3M
737,729
+25%
减持
TDY
Teledyne Technologies Inc
-$103.9M
2,917
-99%
建仓
EHC
Encompass Health Corporation
+$92.7M
755,862
建仓
WELL
Welltower OP LLC
+$89.0M
578,845
建仓
MSI
Motorola Solutions Inc
+$87.2M
207,302
建仓
NET
Cloudflare Inc
+$84.3M
430,400
增持
HEI
Heico Corp
+$83.5M
308,457
+366%
建仓
PINS
Pinterest Inc
+$82.5M
2,301,060
建仓
TKO
TKO Group Holdings Inc.
+$82.1M
450,979
增持
MSFT
Microsoft Corp.
+$81.8M
662,102
+0%
减持
CRM
Salesforce Inc.
-$81.0M
4,111
-99%
减持
SAIA
Saia Inc
-$77.2M
1,321
-99%
增持
DT
Dynatrace Inc
+$76.2M
3,118,815
+53%
建仓
FAST
Fastenal Co.
+$73.7M
1,755,545
减持
SPSC
SPS Commerce Inc
-$71.5M
154,129
-78%
增持
STRL
Sterling Infrastructure Inc
+$66.1M
547,688
+3%
增持
FICO
Fair Isaac Corporation
+$64.3M
48,778
+261%
建仓
UTI
Universal Technical Institute, Inc.
+$63.3M
1,866,779
增持
CAVA
CAVA Group Inc.
+$63.1M
751,994
+30594%
减持
LRN
Stride Inc
-$62.8M
586,715
-50%
增持
ELF
E L F Beauty Inc
+$59.4M
951,309
+1%
增持
NFLX
Netflix, Inc.
+$57.9M
139,607
+1%
清仓
WST
West Pharmaceutical Services I
-$56.7M
0
-100%
减持
ONTO
Onto Innovation Inc.
-$54.5M
4,233
-99%
减持
AVAV
AeroVironment, Inc.
+$54.2M
342,254
-6%
建仓
JBTM
JBT Marel Corp.
+$53.5M
444,993
增持
DELL
Dell Technologies Inc
+$53.1M
1,076,655
+24%
减持
META
Meta Platforms Inc
+$53.0M
341,294
-1%
建仓
FSS
Federal Signal Corp.
+$51.9M
488,116
减持
CRTO
Criteo S.A
-$49.7M
9,689
-99%
减持
HWM
Howmet Aerospace Inc
+$46.9M
1,149,372
-11%
减持
BRO
Brown & Brown Inc
-$45.0M
840,488
-24%
减持
ANET
Arista Networks Inc
+$44.4M
1,818,720
-1%
减持
—
Eaton Corporation PLC
+$44.0M
524,528
-0%
减持
GS
Goldman Sachs Group, Inc.
+$41.0M
262,742
-1%
减持
HALO
Halozyme Therapeutics Inc
-$40.6M
1,835,411
-14%
减持
NOW
Servicenow Inc
+$39.9M
176,034
-1%
清仓
OII
Oceaneering International Inc
-$39.1M
0
-100%
增持
UBER
Uber Technologies Inc
+$38.7M
1,480,594
+9%
减持
IWP
iShares Trust RUS MD CP GR ETF
-$35.3M
151,473
-68%
减持
IWF
iShares Trust RUS 1000 GRW ETF
-$32.3M
28,109
-77%
减持
USFD
US Foods Holding Corp
-$30.9M
1,003,058
-39%
减持
PEN
Penumbra Inc.
-$29.4M
454,699
-17%
减持
AJG
Gallagher Aj &Co
-$29.4M
401,712
-12%
建仓
CMLIX
Professionally Managed Portfolios CNG LGCP GW INST
+$29.3M
593,361
减持
CW
Curtiss-Wright Corp.
+$29.2M
325,778
-20%
减持
AAPL
Apple Inc.
-$28.8M
1,421,677
-1%
增持
CALX
Calix Inc.
+$26.6M
1,417,944
+3%
增持
—
Nova Ltd
+$26.0M
278,638
+1%
减持
AMZN
Amazon.com, Inc.
+$25.4M
918,286
-1%
增持
FIX
Comfort Systems USA Inc.
+$25.1M
111,445
+4%
减持
TTD
The Trade Desk Inc
+$23.9M
1,455,744
-2%
增持
BMI
Badger Meter Inc
+$23.9M
407,059
+2%
减持
—
NVent Electric PLC
+$23.2M
1,384,247
-7%
减持
GOOGL
Alphabet Inc.
+$22.6M
1,092,460
-1%
增持
SHOP
Shopify Inc
+$22.4M
813,858
+9%
减持
EME
Emcor Group Inc
+$21.8M
238,100
-17%
减持
SNPS
Synopsys Inc
+$21.6M
273,864
-1%
减持
COO
The Cooper Companies, Inc.
-$21.1M
992,933
-9%
减持
—
The AZEK Company Inc
-$20.7M
4,123
-99%
增持
BOOT
Boot Barn Holdings Inc
+$20.6M
459,153
+0%
增持
MPWR
Monolithic Power Systems Inc.
+$20.4M
125,169
+2%
增持
RMBS
Rambus Inc.
+$19.6M
1,276,926
+6%
增持
CXT
Crane NXT Co
+$19.3M
1,118,445
+40%
增持
CMG
Chipotle Mexican Grill Inc
+$19.3M
1,906,169
+9%
增持
PRIM
Primoris Services Corp.
+$18.1M
796,305
+4%
减持
PANW
Palo Alto Networks Inc
+$17.9M
560,896
-1%
增持
SXT
Sensient Technologies Corp
+$17.7M
686,737
+2%
减持
TMO
Thermo Fisher Scientific Inc
-$17.6M
162,498
-3%
增持
UFPT
UFP Technologies Inc.
+$17.5M
327,433
+6%
减持
PH
Parker-Hannifin Corp.
+$17.0M
191,151
-0%
建仓
HWKN
Hawkins Inc
+$17.0M
119,324
增持
SKY
Champion Homes Inc.
-$16.6M
735,854
+11%
增持
ISRG
Intuitive Surgical Inc.
+$16.6M
315,555
+1%
增持
PJT
PJT Partners Inc.
+$16.2M
504,146
+4%
减持
DSGX
Descartes Systems Group Inc.
-$15.5M
880,804
-15%
清仓
MLI
Mueller Inds Inc
-$14.7M
0
-100%
减持
MLM
Martin Marietta Materials Inc
+$13.8M
246,286
-3%
减持
OLLI
Ollies Bargain Outlet Holdings Inc.
+$13.2M
1,714,761
-6%
减持
SM
SM Energy Co.
-$12.7M
1,011,071
-20%
减持
DXCM
DexCom Inc
+$12.6M
1,052,110
-9%
减持
GWRE
Guidewire Software Inc
+$12.6M
416,383
-9%
减持
MRK
Merck & Co., Inc
-$12.5M
7,321
-95%
增持
CVLT
Commvault Systems Inc.
+$11.1M
570,888
+2%
增持
NPO
Enpro Inc
+$10.6M
341,565
+1%
增持
ACIW
ACI Worldwide Inc
-$10.3M
1,183,362
+0%
建仓
IESC
IES Holdings Inc.
+$10.3M
34,652
减持
VBK
Vanguard Index Funds SML CP GRW ETF
-$10.2M
38,842
-53%
减持
EOG
EOG Resources Inc.
-$10.1M
116,723
-38%
增持
ORLY
O'Reilly Automotive Inc.
-$10.0M
1,580,484
+1385%
减持
MKTX
MarketAxess Holdings Inc.
-$10.0M
286,276
-16%
减持
BSX
Boston Scientific Corporation
+$9.4M
1,701,570
-1%
减持
BAH
Booz Allen Hamilton Holding Corp.
-$9.3M
658,811
-12%
减持
GDDY
Godaddy Inc
-$9.0M
409,838
-11%
减持
WERN
Werner Enterprises Inc.
-$8.9M
141,993
-67%
减持
CTAS
Cintas Corporation
+$8.6M
780,515
-3%
减持
ORCL
Oracle Corp.
+$8.5M
107,976
-0%
减持
APH
Amphenol Corporation
+$8.4M
288,556
-6%
增持
VCEL
Vericel Corporation
+$8.2M
1,742,324
+18%
减持
INTU
Intuit Inc
-$8.0M
3,229
-81%
减持
—
Garmin Ltd
-$7.6M
422,509
-4%
减持
PSTG
Pure Storage Inc
+$7.6M
1,396,861
-15%
建仓
EXLS
ExlService Holdings Inc.
+$7.6M
173,185
减持
MCO
Moodys Corp.
+$7.5M
224,420
-0%
增持
BOX
Box Inc.
+$7.5M
1,886,750
+2%
减持
DDOG
Datadog Inc
+$7.5M
444,746
-16%
减持
ECL
Ecolab Inc.
+$7.4M
497,048
-0%
减持
—
Cyberark Software Ltd.
+$7.3M
294,451
-12%
增持
ABCB
Ameris Bancorp
+$7.3M
943,041
+1%
增持
VRTX
Vertex Pharmaceuticals Incorporated
-$7.2M
188,004
+0%
减持
SMMD
iShares Trust RUSEL 2500 ETF
-$7.2M
57,687
-67%
增持
MMSI
Merit Medical Systems Inc.
-$7.0M
635,089
+1%
增持
IDCC
InterDigital, Inc.
+$7.0M
343,752
+1%
建仓
GPOR
Gulfport Energy Operating Corp.
+$6.9M
34,324
减持
ATR
Aptargroup Inc.
-$6.8M
512,531
-13%
增持
TILE
Interface, Inc.
+$6.8M
2,473,541
+9%
减持
COST
Costco Wholesale Corporation
-$6.4M
224,364
-7%
增持
DUOL
Duolingo Inc
+$6.3M
52,941
+7%
增持
LGND
Ligand Pharmaceuticals Incorporated
+$6.1M
647,941
+1%
增持
WMB
Williams Companies Inc. (The)
+$6.0M
1,890,509
+0%
减持
CR
Crane Co.
+$6.0M
595,071
-15%
减持
PWR
Quanta Services, Inc.
+$5.8M
47,053
-0%
减持
MYRG
MYR Grp Inc
+$5.5M
81,127
-0%
建仓
ALKT
Alkami Technology Inc.
+$5.5M
181,953
增持
KNF
Knife River Corp.
-$5.4M
744,667
+1%
减持
RRC
Range Resources Corp.
-$5.3M
480,950
-23%
增持
PODD
Insulet Corporation
+$5.3M
79,821
+6%
建仓
AUB
Atlantic Union Bankshares Corp
+$5.2M
167,213
建仓
CCJ
Cameco Corporation
+$5.2M
69,491
建仓
ACMR
Acm Research Inc
+$5.1M
197,176
清仓
—
Sandy Spring Bancorp Inc Com
-$5.0M
0
-100%
减持
SFM
Sprouts Farmers Markets Inc
-$4.9M
592,945
-12%
减持
CNS
Cohen & Steers Inc
-$4.9M
634,618
-3%
建仓
BWXT
BWX Technologies Inc.
+$4.9M
33,691
减持
RJF
Raymond James Financial Inc.
-$4.9M
740,953
-13%
增持
MOG/A
Moog Inc.
+$4.7M
356,045
+3%
增持
DECK
Deckers Outdoor Corp.
-$4.7M
715,228
+2%
增持
PBH
Prestige Consumer Healthcare Inc
-$4.6M
1,009,595
+2%
清仓
KLIC
Kulicke & Soffa Inds Inc Com
-$4.6M
0
-100%
减持
JPM
JPMorgan Chase & Co.
+$4.4M
110,480
-2%
增持
PLTR
Palantir Technologies Inc
+$4.1M
67,000
+13%
减持
AOK
iShares Trust CORE 30/70 CONSERVATIVE ALLOCATION ETF
-$4.0M
50,155
-68%
增持
VMI
Valmont Industries, Inc.
+$3.9M
66,064
+6%
增持
ITGR
Integer Holdings Corp.
+$3.6M
530,807
+2%
建仓
—
Credo Technology Group Holding Ltd
+$3.5M
37,896
