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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 1
增持 43
减持 104
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
ULS
UL SOLUTIONS INC.
+$427.3M
6,660,612
+548%
减持
CRL
CHARLES RIV LABS INT
-$293.5M
90
-100%
增持
EME
EMCOR GROUP INC
+$231.3M
1,305,264
+3%
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
BSY
BENTLEY SYS INC
+$184.9M
15,210,846
-6%
增持
IBKR
INTERACTIVE BROKERS
+$167.0M
12,490,101
+294%
增持
WMS
ADVANCED DRAINAGE
+$134.2M
1,278,507
+997%
减持
WSO
WATSCO INC
-$114.9M
1,532,700
-2%
减持
COO
COOPER COMPANIES INC
-$114.6M
7,854,797
-2%
减持
SMG
SCOTTS MIRACLE-GRO
-$101.0M
18,292
-99%
增持
SAIA
SAIA INC
-$89.9M
1,211,188
+0%
减持
ROAD
CONSTRUCTION PARTNRS
+$85.1M
2,553,541
-1%
减持
WTS
WATTS WATER TECH
+$81.8M
2,381,082
-4%
减持
LPLA
LPL FINANCIAL HLDGS
+$81.7M
2,557,458
-5%
减持
CHE
CHEMED CORP NEW
-$80.2M
589,837
-1%
增持
BANF
BANCFIRST CORP
+$77.9M
2,547,992
+18%
减持
APH
AMPHENOL CORPORATION
+$77.2M
2,566,268
-4%
减持
ROST
ROSS STORES INC
-$75.7M
1,251,379
-32%
减持
AZTA
AZENTA INC
-$73.4M
16,693
-99%
增持
THO
THOR INDS INC
+$72.4M
5,207,732
+1%
减持
POOL
POOL CORPORATION
-$72.3M
2,209,800
-2%
增持
HLI
HOULIHAN LOKEY INC
+$68.4M
3,006,952
+3%
减持
CRVL
CORVEL CORP
-$67.7M
5,558,296
-3%
增持
ODFL
OLD DOMINION FGHT
+$67.6M
969,471
+79%
减持
RYAN
RYAN SPECIALTY HLD
-$66.7M
3,400,161
-16%
减持
OLED
UNIVERSAL DISPLAY CP
+$65.3M
4,403,332
-0%
增持
HEI/A
HEICO CORP NEW
+$64.9M
1,307,404
+1%
减持
BRO
BROWN & BROWN INC
-$64.7M
1,234,443
-24%
增持
ALGN
ALIGN TECH INC
+$62.6M
815,292
+41%
减持
PRI
PRIMERICA INC
-$60.8M
3,482,586
-2%
减持
LSTR
LANDSTAR SYS INC
-$59.2M
3,986,507
-2%
增持
—
ONESTREAM INC
+$58.5M
6,875,115
+8%
增持
MPWR
MONOLITHIC POWER
+$56.7M
363,958
+1%
减持
—
CLEARWATER ANALYTI
-$55.0M
9,766,137
-3%
增持
MSCI
MSCI INC
+$54.6M
279,177
+48%
减持
OLLI
OLLIES BARGAIN OUT
+$51.7M
4,446,379
-3%
增持
NVDA
NVIDIA CORP
+$50.4M
937,257
+4%
增持
TTAN
SERVICETITAN
+$49.6M
2,286,784
+11%
减持
GSHD
GOOSEHEAD INS INC
-$47.2M
2,323,087
-6%
减持
MDY
SPDR S&P MIDCAP 400
-$46.9M
122,461
-44%
增持
USPH
U S PHYSICAL THERAPY
+$46.3M
1,487,266
+54%
减持
ZWS
ZURN ELKAY WATER SOL
+$43.3M
13,454,767
-1%
减持
EFX
EQUIFAX INC
+$40.5M
3,083,919
-1%
减持
EPAC
ENERPAC TOOL GROUP
-$40.1M
4,644,731
-9%
减持
NET
CLOUDFLARE INC
+$38.9M
546,584
-10%
减持
UFPI
UFP INDUSTRIES INC
-$38.9M
3,650,225
-3%
增持
ZBRA
ZEBRA TECHNOLOGIES
+$38.7M
1,482,018
+0%
增持
WAB
WABTEC
+$38.5M
1,129,705
+3%
减持
ZTS
ZOETIS INC
-$37.5M
346,299
-38%
建仓
TRMB
TRIMBLE INC
+$36.2M
476,712
减持
CAKE
CHEESECAKE FACTORY
+$34.6M
2,644,601
-2%
减持
KAI
KADANT
-$34.5M
1,307,431
-2%
增持
SYBT
STOCK YARDS BANC
+$33.7M
1,544,818
+21%
减持
BJ
BJS WHSL CLUB HLDGS
-$33.3M
4,311,804
-1%
减持
AME
AMETEK INC
-$33.1M
1,519,870
-15%
减持
HLMN
HILLMAN SOLUTIONS CR
-$31.2M
13,130,064
-8%
增持
META
META PLATFORMS INC
+$30.7M
178,518
+2%
减持
EXPO
EXPONET INC
-$30.5M
4,790,824
-0%
增持
—
PENTAIR PLC
+$29.8M
1,796,503
+2%
增持
FFIN
FIRST FINL BKSH
+$28.6M
3,257,576
+32%
减持
SFBS
SERVISFIRST BANCSH
-$28.5M
2,136,860
-9%
增持
FHB
FIRST HAWAIIAN
+$27.4M
13,931,024
+6%
减持
CHH
CHOICE HOTELS INTL
-$27.1M
3,952,972
-1%
减持
MANH
MANHATTAN ASSOCS IN
+$27.1M
1,252,479
-2%
增持
TDY
TELEDYNE TECH INC
+$26.7M
1,469,930
+1%
减持
TTC
TORO CO
-$26.6M
8,050,989
-2%
减持
APAM
ARTISAN PARTNERS A
+$26.5M
6,369,401
-3%
减持
AWI
ARMSTRONG WORLD INDS
+$25.5M
1,317,904
-2%
增持
TTD
THE TRADE DESK
+$24.6M
1,270,925
+4%
减持
HLNE
HAMILTON LANE INC
-$24.6M
2,872,094
-1%
减持
MELI
MERCADOLIBRE INC
+$24.2M
46,808
-7%
减持
JKHY
JACK HENRY & ASSOCIA
-$24.0M
4,710,247
-1%
减持
WRB
BERKLEY W R CORP
-$23.6M
11,096,437
-6%
减持
MUSA
MURPHY USA INC
-$23.3M
129
-100%
减持
—
ALLEGION PLC
+$23.3M
4,484,835
-6%
增持
BNY
BANK OF NEW YORK MEL
+$22.9M
251,320
+418767%
减持
SITE
SITEONE LANDSCAPE
-$22.6M
2,998,147
-5%
增持
NCNO
NCINO INC
+$22.2M
7,482,536
+10%
减持
CSM
PROSHARES TR
-$21.5M
397,971
-49%
减持
FOXF
FOX FACTORY HLDG
-$20.8M
250
-100%
减持
NFLX
NETFLIX INC
+$20.4M
55,251
-4%
减持
KFRC
KFORCE INC
-$19.4M
2,227,247
-2%
减持
ORCL
ORACLE CORP
+$19.1M
262,971
-4%
减持
GOLF
ACUSHNET HOLDINGS
+$19.0M
6,726,899
-2%
减持
FCN
FTI CONSULTING INC
-$19.0M
3,352,297
-2%
减持
RBC
RBC BEARINGS INC
+$19.0M
1,546,136
-14%
清仓
CAE
CAE INC
-$18.9M
0
-100%
减持
FICO
FAIR ISAAC INC
-$18.8M
224,463
-4%
增持
RVLV
REVOLVE GROUP INC
+$18.7M
5,938,303
+27%
增持
AVGO
BROADCOM INC
+$18.2M
166,458
+1%
减持
SNOW
SNOWFLAKE INC
+$18.2M
246,266
-3%
减持
MC
MOELIS & COMPANY
+$17.9M
6,768,276
-2%
减持
UNH
UNITEDHEALTH GRP INC
-$17.2M
17,613
-59%
减持
ROL
ROLLINS INC
+$17.0M
10,111,239
-1%
减持
TFIN
TRIUMPH FINANCIAL
-$16.0M
2,846,955
-5%
增持
DAVA
ENDAVA PLC
-$15.8M
6,863,373
+11%
减持
EMN
EASTMAN CHEM CO
-$15.7M
46,935
-78%
减持
AAON
AAON INC
-$15.7M
1,622,751
-6%
减持
BMI
BADGER METER INC
+$15.4M
289,565
-1%
增持
FUL
FULLER H B CO
+$15.1M
2,335,856
+5%
减持
BFAM
BRIGHT HORIZONS FA
-$14.7M
3,170,386
-1%
减持
MTD
METTLER TOLEDO INTL
-$14.3M
34,144
-26%
减持
LKFN
LAKELAND FINL CORP
-$14.2M
1,728
-99%
减持
GTY
GETTY RLTY CORP NEW
-$14.0M
3,746,455
-1%
减持
DFH
DREAM FINDERS HOMES
+$13.5M
5,923,893
-1%
减持
MSFT
MICROSOFT CORP
+$12.7M
110,951
-2%
减持
APPF
APPFOLIO INC
-$12.0M
686,460
-11%
减持
CELH
CELSIUS HOLDINGS INC
+$11.7M
2,185,587
-13%
清仓
ATHM
AUTOHOME INC
-$11.7M
0
-100%
减持
NOW
SERVICENOW INC
+$11.7M
52,631
-1%
减持
NRC
NATIONAL RESEARCH CR
+$11.5M
2,986,725
-1%
增持
IWM
ISHARES
+$11.5M
135,511
+52%
增持
CDNS
CADENCE DESIGN SYS
+$11.2M
164,434
+6%
减持
FDS
FACTSET RESH SYS INC
-$11.1M
1,068,519
-1%
减持
AMZN
AMAZON COM INC
+$11.0M
502,607
-4%
减持
UBER
UBER TECHNOLOGIES
+$11.0M
627,206
-4%
增持
—
MEDTRONIC PLC
+$10.9M
145,319
+631%
减持
IT
GARTNER INC
-$10.4M
212,343
-7%
减持
WDFC
WD 40 CO
-$10.0M
564,039
-1%
减持
KNSL
KINSALE CAPITAL GR
-$9.6M
238,539
-7%
减持
IDXX
IDEXX LABS INC
+$9.5M
111,016
-7%
减持
HLLY
HOLLEY INC
-$9.5M
5,659,675
-30%
增持
LCII
LCI INDUSTRIES
+$9.4M
2,221,443
+1%
增持
DHR
DANAHER CORP
+$8.3M
185,399
+34%
减持
—
ACCENTURE PLC
-$8.1M
186,323
-9%
减持
HQY
HEALTHEQUITY INC
+$7.8M
686,672
-5%
减持
UNF
UNIFIRST CORP MASS
+$7.7M
603,382
-1%
减持
VRSK
VERISK ANALYTICS INC
+$7.7M
633,702
-1%
增持
ORLY
OREILLY AUTOMOTIVE I
-$7.7M
857,645
+1346%
减持
TOST
TOAST INC
+$7.5M
927,427
-8%
减持
TXN
TEXAS INSTRUMENTS
-$7.5M
30,995
-60%
减持
MRSH
MARSH & MCLENNAN COS
-$7.4M
225,038
-3%
增持
CPRT
COPART INC
+$6.9M
1,012,315
+34%
减持
ROP
ROPER TECHNOLOGIES
-$6.8M
110,205
-6%
减持
FRPT
FRESHPET INC
-$6.8M
296,764
-8%
减持
DDOG
DATADOG INC
+$6.8M
258,742
-8%
减持
AAPL
APPLE INC
-$6.7M
230,616
-5%
增持
ABT
ABBOTT LABS
+$6.7M
113,317
+72%
减持
SHOP
SHOPIFY INC
+$6.6M
406,733
-4%
增持
WST
WEST PHARMACEUT SVS
+$6.6M
1,051,330
+5%
减持
MORN
MORNINGSTAR INC
-$6.5M
848,569
-7%
减持
IWN
ISHARES
-$6.4M
132,857
-27%
减持
V
VISA INC
-$6.3M
325,018
-6%
减持
IVV
ISHARES TRUST
+$6.3M
264,876
-6%
增持
—
EATON CORPORATION
+$6.3M
73,213
+0%
增持
SSD
SIMPSON MANUFACTURIN
-$6.0M
4,547,563
+0%
减持
—
TRANE TECHNOLOGI PLC
+$5.9M
97,680
-11%
减持
PODD
INSULET CORP
+$5.8M
180,239
-7%
减持
QQQM
INVESCO
+$5.8M
171,217
-0%
减持
PEP
PEPSICO INC
-$5.8M
8,173
-82%
减持
OFLX
OMEGA FLEX
-$5.8M
902,827
-10%
