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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001021223
持仓数
957
前50大市值合计
$22.24B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 3
增持 73
减持 73
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
BJ
BJS WHSL CLUB HLDGS
+$245.6M
4,189,932
+159%
减持
ANSS
ANSYS INC
-$237.8M
10,455
-98%
增持
CHH
CHOICE HOTELS INTL
+$195.8M
4,105,796
+77%
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。
增持
POOL
POOL CORPORATION
-$188.5M
2,102,921
+2%
减持
SITE
SITEONE LANDSCAPE
-$187.6M
3,441,941
-1%
减持
SSD
SIMPSON MANUFACTURIN
-$181.7M
4,543,241
-2%
增持
TER
TERADYNE INC
+$169.8M
4,603,123
+1%
增持
TFIN
TRIUMPH FINANCIAL
+$156.8M
2,630,607
+258%
减持
DLB
DOLBY LABORATORIES
-$144.8M
3,079,295
-34%
减持
GGG
GRACO INC
-$133.7M
4,853,256
-13%
建仓
OLED
UNIVERSAL DISPLAY CP
+$127.7M
607,220
增持
THO
THOR INDS INC
-$125.4M
5,356,769
+0%
减持
MANH
MANHATTAN ASSOCS IN
-$122.5M
1,298,163
-27%
增持
CRL
CHARLES RIV LABS INT
-$114.4M
1,908,989
+2%
增持
ALGN
ALIGN TECH INC
+$114.3M
488,251
+4391%
减持
FICO
FAIR ISAAC INC
+$112.0M
468,729
-0%
减持
IBKR
INTERACTIVE BROKERS
-$109.9M
3,785,131
-26%
增持
EPAC
ENERPAC TOOL GROUP
+$107.4M
4,034,256
+208%
增持
LPLA
LPL FINANCIAL HLDGS
+$100.7M
2,589,793
+10%
增持
LII
LENNOX INTL INC
+$100.7M
1,664,585
+3%
增持
NDSN
NORDSON CORP
-$91.5M
2,591,323
+3%
减持
DFH
DREAM FINDERS HOMES
-$91.1M
4,717,223
-3%
增持
COO
COOPER COMPANIES INC
-$87.3M
7,820,590
+3%
增持
SAIA
SAIA INC
-$83.3M
869,859
+3%
增持
EXPO
EXPONET INC
+$81.2M
4,640,600
+7%
减持
RYAN
RYAN SPECIALTY HLD
-$76.0M
7,974,801
-18%
减持
CELH
CELSIUS HOLDINGS INC
-$73.3M
2,120,748
-10%
减持
EME
EMCOR GROUP INC
-$73.3M
2,663,747
-11%
减持
FFIN
FIRST FINL BKSH
-$70.5M
2,441,106
-44%
增持
WRB
BERKLEY W R CORP
-$69.7M
7,553,875
+1%
减持
PRI
PRIMERICA INC
-$66.2M
3,606,930
-1%
建仓
CSW
CSW INDUSTRIALS IN
+$65.6M
247,240
增持
MPWR
MONOLITHIC POWER
+$63.2M
275,979
+14%
增持
EFX
EQUIFAX INC
-$57.5M
3,044,561
+2%
减持
FDS
FACTSET RESH SYS INC
-$56.8M
1,155,725
-1%
减持
ROAD
CONSTRUCTION PARTNRS
-$56.3M
2,715,900
-26%
增持
WTS
WATTS WATER TECH
-$53.6M
2,050,215
+1%
增持
NRC
NATIONAL RESEARCH CR
-$50.0M
3,045,306
+1%
增持
—
ALLEGION PLC
-$49.7M
3,741,165
+2%
增持
CHE
CHEMED CORP NEW
-$48.2M
580,316
+3%
减持
—
OLO INC
-$46.4M
2,807,204
-74%
增持
—
ASPEN TECHNOLOGY INC
-$46.0M
4,090,314
+2%
增持
LCII
LCI INDUSTRIES
-$46.0M
2,369,598
+0%
增持
SMG
SCOTTS MIRACLE-GRO
-$45.9M
5,201,683
+1%
增持
ORLY
OREILLY AUTOMOTIVE I
+$45.7M
60,253
+279%
减持
DAVA
ENDAVA PLC
-$45.5M
4,037,956
-6%
减持
—
LESLIES INC
-$44.8M
16,015,928
-7%
减持
RVLV
REVOLVE GROUP INC
-$44.8M
5,777,641
-11%
增持
ZWS
ZURN ELKAY WATER SOL
-$44.6M
13,138,996
+2%
减持
MORN
MORNINGSTAR INC
-$44.3M
1,129,104
-8%
减持
BMI
BADGER METER INC
-$43.5M
295,077
-52%
减持
MNST
MONSTER BEVERAGE CRP
-$42.3M
652,161
-48%
减持
MAX
MEDIAALPHA INC
-$42.1M
4,679,669
-8%
增持
KAI
KADANT
-$41.2M
1,349,437
+1%
增持
HEI/A
HEICO CORP NEW
+$40.7M
1,208,733
+7%
减持
USPH
U S PHYSICAL THERAPY
-$39.2M
1,192,832
-10%
减持
AAON
AAON INC
-$38.6M
3,571,432
-10%
减持
BL
BLACKLINE INC
-$37.9M
1,683,120
-9%
减持
DV
DOUBLEVERIFY HLDS
-$37.1M
104
-100%
增持
JBTM
JOHN BEAN TECHNOLOGY
+$36.3M
1,279,425
+57%
增持
AZTA
AZENTA INC
-$34.5M
5,298,040
+2%
增持
LW
LAMB WESTON HLDGS
-$33.8M
2,045,582
+6%
减持
EVTC
EVERTEC INC
-$33.0M
3,514,935
-6%
增持
ROL
ROLLINS INC
+$32.1M
10,023,281
+2%
增持
UFPI
UFP INDUSTRIES INC
-$32.0M
3,224,593
+1%
减持
HLMN
HILLMAN SOLUTIONS CR
-$31.1M
14,805,292
-3%
减持
SFBS
SERVISFIRST BANCSH
-$30.8M
2,894,908
-10%
增持
VRSK
VERISK ANALYTICS INC
+$29.8M
613,185
+7%
增持
MDY
SPDR S&P MIDCAP 400
+$29.5M
107,037
+114%
减持
AZO
AUTOZONE INC
-$29.5M
16
-100%
增持
TDY
TELEDYNE TECH INC
+$29.0M
1,238,091
+18%
减持
MDB
MONGODB INC
-$27.5M
218,358
-5%
减持
HAL
HALLIBURTON
-$27.4M
2,129
-100%
增持
GSHD
GOOSEHEAD INS INC
+$27.1M
3,428,907
+35%
增持
—
ON HOLDING AG
+$27.1M
1,281,339
+101%
增持
LSTR
LANDSTAR SYS INC
-$26.5M
3,217,779
+0%
减持
CSGP
COSTAR GROUP INC
-$25.9M
976,643
-4%
增持
HLI
HOULIHAN LOKEY INC
+$25.5M
3,087,898
+1%
增持
WAB
WABTEC
+$24.7M
1,036,005
+9%
增持
WST
WEST PHARMACEUT SVS
-$24.5M
593,692
+7%
减持
OFLX
OMEGA FLEX
-$24.3M
977,113
-7%
减持
WDFC
WD 40 CO
-$23.5M
579,450
-3%
减持
IT
GARTNER INC
-$23.5M
253,681
-12%
增持
AVGO
BROADCOM INC
+$22.6M
14,452
+2949%
增持
APAM
ARTISAN PARTNERS A
-$22.5M
6,626,937
+2%
增持
NCNO
NCINO INC
-$22.4M
7,782,689
+9%
减持
FOXF
FOX FACTORY HLDG
-$21.0M
4,143,252
-2%
减持
AWI
ARMSTRONG WORLD INDS
-$21.0M
1,384,088
-3%
减持
RBLX
ROBLOX CORP
-$20.3M
66
-100%
增持
APH
AMPHENOL CORPORATION
+$19.3M
3,065,877
+89%
增持
KFRC
KFORCE INC
-$19.2M
2,402,035
+1%
增持
QQQM
INVESCO
+$19.0M
139,115
+203%
减持
OLLI
OLLIES BARGAIN OUT
+$18.9M
1,788,018
-9%
减持
FHB
FIRST HAWAIIAN
-$18.9M
13,153,459
-1%
增持
JKHY
JACK HENRY & ASSOCIA
-$18.8M
3,958,305
+2%
增持
FCN
FTI CONSULTING INC
+$18.3M
3,400,539
+0%
增持
RLI
RLI CORP
-$18.2M
2,438,728
+0%
增持
ZBRA
ZEBRA TECHNOLOGIES
+$18.1M
1,449,609
+2%
减持
ITW
ILLINOIS TOOL WORKS
-$17.5M
5,874
-92%
增持
GOLF
ACUSHNET HOLDINGS
-$16.7M
7,074,797
+0%
增持
DPZ
DOMINOS PIZZA INC
+$16.7M
398,322
+5%
减持
NOVT
NOVANTA INC
-$16.3M
547,289
-9%
减持
WSO
WATSCO INC
-$16.2M
1,536,756
-9%
增持
ODFL
OLD DOMINION FGHT
-$16.2M
510,244
+5%
增持
IVV
ISHARES TRUST
+$15.8M
252,189
+9%
减持
NKE
NIKE INC
-$15.7M
533,153
-10%
减持
HLLY
HOLLEY INC
-$15.0M
9,918,490
-12%
增持
TTC
TORO CO
+$15.0M
4,766,046
+1%
减持
ARKK
ARK ETF TRUST ARK
-$14.9M
99,853
-74%
增持
BSY
BENTLEY SYS INC
-$14.5M
15,778,600
+4%
增持
—
GLOBAL E ONLINE LTD
+$13.6M
1,639,490
+30%
增持
PTC
PTC INC
+$13.2M
253,149
+46%
减持
HD
HOME DEPOT INC
-$13.2M
113,669
-17%
增持
STAA
STAAR SURGICAL CO
+$13.1M
592,621
+50%
减持
BOH
BANK HAWAII CORP
-$12.9M
1,918,380
-2%
建仓
—
BBB FOODS INC
+$12.3M
516,922
减持
LKFN
LAKELAND FINL CORP
-$12.3M
845,925
-13%
减持
ROK
ROCKWELL AUTOMATION
-$12.1M
45
-100%
减持
PAYC
PAYCOM SOFTWARE
-$12.1M
187,022
-4%
减持
V
VISA INC
-$12.0M
387,309
-5%
减持
AIN
ALBANY INTL CORP
-$11.8M
994,940
-3%
增持
—
CLEARWATER ANALYTI
+$11.7M
11,374,673
+1%
增持
BRO
BROWN & BROWN INC
+$11.5M
1,508,123
+7%
减持
WDAY
WORKDAY INC
-$11.2M
180,585
-5%
增持
VMC
VULCAN MATERIALS CO
+$11.1M
48,701
+1247%
增持
CRVL
CORVEL CORP
-$11.0M
1,925,635
+1%
增持
IWN
ISHARES
+$11.0M
184,413
+71%
减持
IDXX
IDEXX LABS INC
-$10.8M
140,606
-4%
增持
AAPL
APPLE INC
+$10.7M
240,962
+3%
减持
TTD
THE TRADE DESK
+$10.2M
1,401,058
-3%
减持
LSCC
LATTICE SEMICONDUCTR
-$9.6M
413,674
-4%
减持
SDHC
SMITH DOUGLAS HOMES
-$9.1M
1,358,502
-1%
减持
USFR
WISDOMTREE TRUST
-$9.1M
459,139
-28%
增持
IWR
ISHARES
+$9.1M
265,527
+80%
增持
—
ACCENTURE PLC
-$9.0M
212,025
+0%
减持
SPSC
SPS COMMERCE INC
-$8.6M
808,267
-7%
减持
CCI
CROWN CASTLE INTL
-$8.4M
68
-100%
减持
CAE
CAE INC
-$8.3M
1,995,233
-5%
减持
LLY
LILLY ELI & CO
+$8.3M
85,962
-4%
减持
NVEC
NVE CORP
-$7.5M
436,324
-2%
减持
SQ
BLOCK INC
-$7.4M
305,263
-5%
增持
KLAC
KLA CORPORATION
+$7.2M
24,425
+32%
增持
AME
AMETEK INC
+$7.2M
1,660,133
+13%
减持
UNH
UNITEDHEALTH GRP INC
-$7.0M
55,257
-22%
减持
UNF
UNIFIRST CORP MASS
-$7.0M
623,090
-5%
减持
FIZZ
NATL BEVERAGE CORP
+$6.9M
2,682,604
-2%
清仓
—
PATTERSON COMPANIES
-$6.6M
0
-100%
减持
NET
CLOUDFLARE INC
-$6.6M
472,100
-0%
增持
CACI
CACI INTERNATIONAL
+$6.4M
48,923
+27%
减持
CAKE
CHEESECAKE FACTORY
+$6.2M
2,817,930
-2%
