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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 2
增持 82
减持 62
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
OLED
UNIVERSAL DISPLAY CP
+$390.3M
2,467,470
+306%
减持
DLB
DOLBY LABORATORIES
-$228.0M
208,652
-93%
增持
COO
COOPER COMPANIES INC
+$208.9M
8,080,643
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。
+3%
减持
FICO
FAIR ISAAC INC
+$201.2M
462,537
-1%
增持
POOL
POOL CORPORATION
+$190.7M
2,221,232
+6%
增持
EME
EMCOR GROUP INC
+$184.9M
2,688,217
+1%
增持
—
ASPEN TECHNOLOGY INC
+$180.7M
4,158,691
+2%
增持
EFX
EQUIFAX INC
+$176.3M
3,111,840
+2%
减持
AZTA
AZENTA INC
-$168.3M
2,279,994
-57%
减持
LW
LAMB WESTON HLDGS
-$167.7M
66,628
-97%
增持
CRVL
CORVEL CORP
+$146.5M
1,945,911
+1%
建仓
—
ONESTREAM INC
+$142.6M
4,206,309
增持
LII
LENNOX INTL INC
+$138.6M
1,702,997
+2%
增持
—
ALLEGION PLC
+$120.4M
3,859,030
+3%
增持
SMG
SCOTTS MIRACLE-GRO
+$118.4M
5,269,389
+1%
增持
LPLA
LPL FINANCIAL HLDGS
-$117.7M
2,603,251
+1%
增持
SSD
SIMPSON MANUFACTURIN
+$113.6M
4,596,955
+1%
增持
EXPO
EXPONET INC
+$109.1M
4,775,477
+3%
增持
PRI
PRIMERICA INC
+$107.3M
3,622,908
+0%
增持
FDS
FACTSET RESH SYS INC
+$107.0M
1,258,839
+9%
增持
BFAM
BRIGHT HORIZONS FA
+$106.5M
3,170,796
+3%
增持
ZBRA
ZEBRA TECHNOLOGIES
+$103.3M
1,488,339
+3%
增持
MSCI
MSCI INC
+$101.8M
175,775
+12758%
增持
NDSN
NORDSON CORP
+$99.7M
2,668,254
+3%
增持
THO
THOR INDS INC
+$98.1M
5,448,472
+2%
增持
ZWS
ZURN ELKAY WATER SOL
+$97.9M
13,471,604
+3%
减持
SITE
SITEONE LANDSCAPE
+$96.3M
3,407,462
-1%
清仓
—
ATRION CORP
-$92.9M
0
-100%
减持
GSHD
GOOSEHEAD INS INC
+$89.1M
3,202,884
-7%
增持
TDY
TELEDYNE TECH INC
+$86.9M
1,296,195
+5%
增持
MC
MOELIS & COMPANY
+$86.8M
7,233,837
+1%
清仓
BL
BLACKLINE INC
-$81.5M
0
-100%
增持
IBKR
INTERACTIVE BROKERS
+$77.1M
3,883,225
+3%
减持
—
CLEARWATER ANALYTI
+$74.7M
11,299,548
-1%
增持
DFH
DREAM FINDERS HOMES
+$74.3M
5,415,182
+15%
增持
CHH
CHOICE HOTELS INTL
+$73.8M
4,316,318
+5%
减持
HLI
HOULIHAN LOKEY INC
+$69.1M
3,072,443
-1%
增持
UFPI
UFP INDUSTRIES INC
+$67.0M
3,262,784
+1%
减持
—
LESLIES INC
-$66.8M
95,200
-99%
增持
KAI
KADANT
+$65.3M
1,366,071
+1%
减持
AAON
AAON INC
+$65.1M
3,493,257
-2%
增持
WRB
BERKLEY W R CORP
+$64.8M
11,605,519
+54%
清仓
MAX
MEDIAALPHA INC
-$61.6M
0
-100%
减持
RBC
RBC BEARINGS INC
+$55.6M
1,935,293
-0%
减持
FOXF
FOX FACTORY HLDG
-$54.4M
3,500,154
-16%
增持
WTS
WATTS WATER TECH
+$54.4M
2,077,042
+1%
增持
JKHY
JACK HENRY & ASSOCIA
+$53.5M
4,025,672
+2%
增持
TER
TERADYNE INC
-$52.1M
4,707,565
+2%
增持
FCN
FTI CONSULTING INC
+$51.5M
3,447,219
+1%
增持
EPAC
ENERPAC TOOL GROUP
+$49.7M
4,863,703
+21%
增持
WSO
WATSCO INC
+$49.2M
1,547,223
+1%
增持
MANH
MANHATTAN ASSOCS IN
+$48.5M
1,310,413
+1%
增持
CELH
CELSIUS HOLDINGS INC
-$46.3M
2,383,660
+12%
增持
LCII
LCI INDUSTRIES
+$46.1M
2,414,897
+2%
增持
GGG
GRACO INC
+$45.0M
4,911,058
+1%
减持
FANG
DIAMONDBACK ENERGY
-$44.0M
64,359
-77%
减持
RVLV
REVOLVE GROUP INC
+$42.0M
5,405,703
-6%
增持
BSY
BENTLEY SYS INC
+$41.7M
16,149,666
+2%
增持
CHE
CHEMED CORP NEW
+$41.5M
592,954
+2%
增持
—
PENTAIR PLC
+$39.3M
1,687,039
+3%
增持
BANF
BANCFIRST CORP
+$39.2M
2,162,345
+1%
增持
HEI/A
HEICO CORP NEW
+$38.1M
1,240,243
+3%
减持
NVDA
NVIDIA CORP
-$38.0M
1,231,068
-19%
增持
SDHC
SMITH DOUGLAS HOMES
+$37.5M
1,833,821
+35%
增持
ISRG
INTUITIVE SURGIC INC
+$36.1M
82,414
+733%
增持
GTY
GETTY RLTY CORP NEW
+$34.8M
3,797,522
+18%
减持
RLI
RLI CORP
+$34.7M
2,437,571
-0%
增持
MPWR
MONOLITHIC POWER
+$33.5M
281,527
+2%
减持
ROAD
CONSTRUCTION PARTNRS
+$33.0M
2,621,149
-3%
减持
SFBS
SERVISFIRST BANCSH
+$32.7M
2,680,136
-7%
减持
MNST
MONSTER BEVERAGE CRP
-$32.5M
1,241
-100%
增持
FHB
FIRST HAWAIIAN
+$32.5M
13,199,791
+0%
增持
DPZ
DOMINOS PIZZA INC
-$31.6M
404,705
+2%
减持
DVN
DEVON ENERGY CORP
-$31.3M
633
-100%
增持
WAB
WABTEC
+$28.8M
1,059,319
+2%
增持
ROL
ROLLINS INC
+$28.5M
10,231,578
+2%
增持
BRO
BROWN & BROWN INC
+$27.2M
1,564,374
+4%
增持
TTC
TORO CO
-$26.6M
4,831,375
+1%
增持
ALGN
ALIGN TECH INC
+$25.7M
564,486
+16%
减持
MELI
MERCADOLIBRE INC
+$24.0M
65,515
-3%
减持
LSCC
LATTICE SEMICONDUCTR
-$24.0M
10
-100%
减持
DAVA
ENDAVA PLC
-$23.8M
3,690,678
-9%
减持
CSW
CSW INDUSTRIALS IN
+$22.9M
241,406
-2%
增持
SAIA
SAIA INC
-$22.8M
891,457
+2%
增持
IVV
ISHARES TRUST
+$22.1M
277,492
+10%
减持
HLMN
HILLMAN SOLUTIONS CR
+$20.5M
14,345,133
-3%
增持
—
TOTALENERGIES SE
+$19.7M
385,018
+400%
减持
AWI
ARMSTRONG WORLD INDS
+$19.2M
1,338,705
-3%
减持
WDFC
WD 40 CO
+$18.9M
566,754
-2%
增持
LSTR
LANDSTAR SYS INC
+$18.9M
3,242,908
+1%
建仓
LMAT
LEMAITRE VASCULAR
+$18.1M
194,540
增持
UNF
UNIFIRST CORP MASS
+$18.0M
628,712
+1%
增持
BR
BROADRIDGE FINL SOLN
+$17.8M
816,491
+2%
增持
APAM
ARTISAN PARTNERS A
+$16.7M
6,699,043
+1%
增持
AME
AMETEK INC
+$16.5M
1,707,949
+3%
增持
NET
CLOUDFLARE INC
+$16.4M
686,681
+45%
减持
USPH
U S PHYSICAL THERAPY
-$15.7M
1,117,195
-6%
减持
FIZZ
NATL BEVERAGE CORP
-$15.5M
2,597,138
-3%
减持
TRU
TRANSUNION
+$15.1M
523,179
-2%
增持
ODFL
OLD DOMINION FGHT
+$14.5M
526,657
+3%
增持
ROST
ROSS STORES INC
+$14.5M
1,874,476
+2%
增持
—
ACCENTURE PLC
+$14.4M
222,832
+5%
增持
BJ
BJS WHSL CLUB HLDGS
-$14.3M
4,288,273
+2%
减持
SCHW
SCHWAB CHARLES CORP
-$14.0M
807
-100%
减持
SPSC
SPS COMMERCE INC
-$13.9M
711,607
-12%
减持
IWN
ISHARES
-$13.4M
87,996
-52%
减持
SYBT
STOCK YARDS BANC
+$12.9M
1,234,305
-4%
减持
ZTS
ZOETIS INC
+$12.9M
618,646
-1%
减持
META
META PLATFORMS INC
+$12.8M
190,151
-0%
减持
TTD
THE TRADE DESK
+$12.5M
1,362,255
-3%
减持
—
ON HOLDING AG
+$12.5M
1,240,337
-3%
增持
ORCL
ORACLE CORP
+$12.4M
314,561
+8%
清仓
—
OLO INC
-$12.4M
0
-100%
增持
WST
WEST PHARMACEUT SVS
-$12.3M
610,501
+3%
增持
CRL
CHARLES RIV LABS INT
-$12.3M
1,939,825
+2%
减持
CVX
CHEVRON CORP
-$11.6M
28,409
-72%
减持
APH
AMPHENOL CORPORATION
-$11.5M
2,993,723
-2%
减持
—
HESS CORPORATION
-$11.3M
256
-100%
增持
AAPL
APPLE INC
+$11.1M
265,588
+10%
减持
IT
GARTNER INC
+$11.0M
246,586
-3%
减持
RYAN
RYAN SPECIALTY HLD
+$10.9M
7,120,436
-11%
减持
NCNO
NCINO INC
-$10.8M
7,405,006
-5%
减持
EL
ESTEE LAUDER CO
-$10.7M
73
-100%
减持
OLLI
OLLIES BARGAIN OUT
-$10.6M
1,696,381
-5%
增持
PNC
PNC FINL SVCS GRP
+$10.6M
257,237
+8%
增持
ORLY
OREILLY AUTOMOTIVE I
+$10.5M
64,409
+7%
增持
—
BLACKROCK INC
+$10.3M
26,444
+40%
增持
TFIN
TRIUMPH FINANCIAL
+$10.1M
2,830,853
+8%
减持
PGR
PROGRESSIVE CORP
+$10.0M
229,563
-1%
减持
BOH
BANK HAWAII CORP
+$8.8M
1,888,113
-2%
增持
IBM
INTL BUSINESS MCHN
+$8.8M
161,915
+4%
减持
HLLY
HOLLEY INC
-$8.6M
9,110,252
-8%
增持
QQQM
INVESCO
+$8.1M
176,993
+27%
减持
BMI
BADGER METER INC
+$7.9M
287,807
-2%
减持
TAK
TAKEDA PHARMACEUTICA
-$7.6M
109
-100%
减持
IWR
ISHARES
-$7.5M
158,774
-40%
增持
LOW
LOWES CO
+$7.2M
141,324
+0%
减持
STAA
STAAR SURGICAL CO
-$7.2M
566,002
-4%
减持
MCD
MCDONALDS CORP
-$6.7M
35,693
-48%
减持
DDOG
DATADOG INC
-$6.6M
324,718
-4%
减持
GOOGL
ALPHABET INC
-$6.6M
174,714
-11%
增持
CPRT
COPART INC
+$6.3M
135,528
+874%
减持
CDNS
CADENCE DESIGN SYS
-$6.3M
147,231
-2%
减持
SHOP
SHOPIFY INC
+$6.1M
463,175
-1%
增持
DCI
DONALDSON INC
+$6.1M
1,912,630
+2%
减持
ABNB
AIRBNB INC
-$6.1M
219,448
-2%
减持
HD
HOME DEPOT INC
+$6.0M
111,482
-2%
减持
—
TRANE TECHNOLOGI PLC
+$5.8M
103,195
-1%
减持
SNOW
SNOWFLAKE INC
-$5.4M
151,988
-10%
增持
—
EATON CORPORATION
+$5.2M
64,606
+25%
