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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 4
增持 28
减持 115
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
JKHY
JACK HENRY & ASSOCIA
+$386.6M
5,860,784
+28%
减持
FDS
FACTSET RESH SYS INC
-$295.8M
5,079
-100%
减持
POOL
POOL CORPORATION
-$283.9M
1,760,287
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。
-20%
减持
BSY
BENTLEY SYS INC
-$273.9M
12,867,311
-13%
增持
MDY
SPDR S&P MIDCAP 400
+$240.9M
633,310
+167%
减持
EFX
EQUIFAX INC
-$203.4M
2,629,596
-13%
减持
FICO
FAIR ISAAC INC
-$195.9M
68,512
-67%
减持
OLED
UNIVERSAL DISPLAY CP
-$178.9M
3,393,419
-15%
建仓
ALH
ALLIANCE LAUNDRY
+$165.8M
8,145,122
减持
TDY
TELEDYNE TECH INC
-$161.6M
1,330,680
-7%
减持
WSO
WATSCO INC
-$151.2M
1,406,884
-9%
增持
TTAN
SERVICETITAN
+$142.7M
3,463,937
+54%
减持
MORN
MORNINGSTAR INC
-$136.8M
187,931
-75%
减持
—
ALLEGION PLC
-$133.4M
4,041,631
-8%
增持
IWM
ISHARES
+$128.9M
584,126
+847%
减持
PRI
PRIMERICA INC
-$125.8M
3,165,612
-7%
减持
OLLI
OLLIES BARGAIN OUT
-$125.8M
3,672,946
-11%
减持
ZBRA
ZEBRA TECHNOLOGIES
-$125.3M
1,251,213
-13%
减持
IBKR
INTERACTIVE BROKERS
-$117.0M
11,206,753
-8%
减持
HLI
HOULIHAN LOKEY INC
-$116.9M
2,772,807
-5%
减持
WRB
BERKLEY W R CORP
-$116.8M
8,709,181
-8%
减持
CHH
CHOICE HOTELS INTL
-$112.2M
2,977,478
-20%
增持
RLI
RLI CORP
+$97.2M
7,294,807
+29%
减持
ROAD
CONSTRUCTION PARTNRS
-$92.9M
1,762,408
-21%
减持
HEI/A
HEICO CORP NEW
-$90.5M
892,485
-28%
减持
LII
LENNOX INTL INC
-$88.8M
964,700
-8%
减持
CRVL
CORVEL CORP
-$84.5M
4,989,649
-8%
减持
BANF
BANCFIRST CORP
-$83.3M
2,614,640
-8%
减持
SSD
SIMPSON MANUFACTURIN
-$76.5M
4,016,822
-7%
减持
COO
COOPER COMPANIES INC
+$72.4M
7,198,895
-5%
增持
IBP
INSTALLED BUILDING
+$65.9M
1,894,779
+10%
减持
DFH
DREAM FINDERS HOMES
-$62.0M
4,424,576
-17%
减持
EME
EMCOR GROUP INC
-$61.5M
739,460
-7%
减持
MPWR
MONOLITHIC POWER
-$60.7M
294,043
-17%
清仓
SPSC
SPS COMMERCE INC
-$57.9M
0
-100%
减持
TRMB
TRIMBLE INC
-$57.7M
4,489,375
-10%
减持
MANH
MANHATTAN ASSOCS IN
-$57.3M
1,119,413
-9%
减持
WTS
WATTS WATER TECH
-$56.9M
2,145,742
-8%
减持
DAVA
ENDAVA PLC
-$56.8M
99,381
-98%
减持
BFAM
BRIGHT HORIZONS FA
-$56.4M
2,745,516
-11%
减持
ZWS
ZURN ELKAY WATER SOL
-$54.5M
12,100,431
-8%
增持
IWN
ISHARES
+$49.6M
469,444
+134%
减持
APPF
APPFOLIO INC
-$48.6M
520,509
-15%
减持
THO
THOR INDS INC
-$47.2M
4,696,657
-8%
减持
RBC
RBC BEARINGS INC
+$47.0M
1,411,419
-6%
减持
META
META PLATFORMS INC
-$46.9M
134,817
-27%
减持
CHE
CHEMED CORP NEW
-$45.9M
464,649
-15%
减持
SITE
SITEONE LANDSCAPE
-$45.9M
2,667,663
-9%
减持
MC
MOELIS & COMPANY
-$45.8M
6,033,755
-7%
减持
UFPI
UFP INDUSTRIES INC
-$45.2M
3,171,538
-11%
减持
BJ
BJS WHSL CLUB HLDGS
-$44.8M
3,907,953
-8%
减持
SFBS
SERVISFIRST BANCSH
-$43.0M
1,572,102
-19%
增持
FCN
FTI CONSULTING INC
+$42.9M
3,357,826
+2%
减持
ZTS
ZOETIS INC
-$42.4M
12,357
-96%
减持
KAI
KADANT
-$41.4M
1,189,115
-7%
减持
AAON
AAON INC
-$41.3M
1,232,149
-15%
减持
RYAN
RYAN SPECIALTY HLD
-$41.1M
2,716,103
-16%
减持
LCII
LCI INDUSTRIES
+$39.9M
1,995,768
-8%
建仓
MDLN
MEDLINE INC
+$39.7M
946,237
减持
IT
GARTNER INC
-$39.2M
90
-100%
减持
NCNO
NCINO INC
-$38.8M
5,900,991
-16%
减持
RVLV
REVOLVE GROUP INC
-$38.7M
1,827,138
-59%
增持
TTC
TORO CO
+$38.0M
8,132,150
+3%
减持
EPAC
ENERPAC TOOL GROUP
-$38.0M
3,946,717
-14%
减持
GGG
GRACO INC
-$37.7M
4,256,746
-6%
减持
ROL
ROLLINS INC
-$37.3M
8,999,552
-8%
清仓
NOVT
NOVANTA INC
-$36.0M
0
-100%
减持
APAM
ARTISAN PARTNERS A
-$35.3M
5,715,267
-7%
减持
MTD
METTLER TOLEDO INTL
-$34.4M
3,124
-90%
建仓
IRMD
IRADIMED CORP
+$32.4M
333,229
减持
EVTC
EVERTEC INC
-$30.3M
2,869,144
-15%
减持
GOOGL
ALPHABET INC
+$28.4M
425,384
-1%
减持
GOLF
ACUSHNET HOLDINGS
-$28.3M
6,090,269
-7%
减持
NET
CLOUDFLARE INC
-$28.1M
404,715
-20%
减持
MELI
MERCADOLIBRE INC
-$25.8M
38,017
-13%
减持
PAYC
PAYCOM SOFTWARE
-$25.6M
102,332
-49%
增持
IWD
ISHARES
+$25.5M
148,113
+437%
减持
BR
BROADRIDGE FINL SOLN
-$25.4M
768,745
-7%
减持
—
ONESTREAM INC
-$25.0M
4,867,636
-22%
增持
IVV
ISHARES TRUST
+$24.9M
295,377
+11%
减持
BRO
BROWN & BROWN INC
-$24.6M
1,107,903
-8%
建仓
—
TOTALENERGIES SE
+$24.6M
376,205
减持
CELH
CELSIUS HOLDINGS INC
-$24.6M
1,276,403
-12%
减持
BZ
KANZHUN LIMITED
-$24.3M
392,401
-72%
减持
EXPO
EXPONET INC
-$24.2M
4,143,107
-8%
减持
—
PENTAIR PLC
-$23.7M
1,659,380
-6%
减持
TTD
THE TRADE DESK
-$23.3M
1,092,312
-17%
减持
DPZ
DOMINOS PIZZA INC
-$23.3M
416,697
-9%
清仓
—
TOTALENERGIES SE
-$22.5M
0
-100%
减持
APH
AMPHENOL CORPORATION
-$22.5M
1,773,582
-16%
增持
HWKN
HAWKINS INC
+$22.3M
1,146,398
+49%
减持
LSTR
LANDSTAR SYS INC
+$21.6M
3,498,053
-11%
减持
AWI
ARMSTRONG WORLD INDS
-$21.2M
1,205,018
-6%
减持
ALGN
ALIGN TECH INC
+$21.2M
760,823
-2%
减持
USPH
U S PHYSICAL THERAPY
-$20.3M
1,212,260
-10%
减持
FFIN
FIRST FINL BKSH
-$20.2M
3,239,932
-7%
减持
CSGP
COSTAR GROUP INC
-$19.8M
635,720
-14%
减持
CAKE
CHEESECAKE FACTORY
-$19.8M
2,393,795
-7%
增持
PSTG
PURE STORAGE INC
+$19.5M
339,177
+783%
增持
IWR
ISHARES
+$19.0M
608,409
+49%
减持
MRSH
MARSH & MCLENNAN COS
-$19.0M
161,520
-34%
减持
ROST
ROSS STORES INC
+$18.3M
974,122
-6%
减持
FHB
FIRST HAWAIIAN
-$18.1M
12,730,561
-7%
减持
CPRT
COPART INC
-$18.1M
654,077
-33%
减持
SQ
BLOCK INC
-$18.1M
7,739
-97%
减持
FIZZ
NATL BEVERAGE CORP
-$18.0M
2,314,776
-7%
增持
IWP
ISHARES
+$17.9M
169,470
+354%
减持
HLNE
HAMILTON LANE INC
-$17.1M
2,727,874
-4%
减持
ORCL
ORACLE CORP
-$16.7M
171,189
-4%
减持
ORLY
OREILLY AUTOMOTIVE I
-$16.4M
821,351
-3%
减持
CSW
CSW INDUSTRIALS IN
+$16.2M
392,110
-4%
减持
SYBT
STOCK YARDS BANC
-$16.1M
1,386,864
-9%
增持
NFLX
NETFLIX INC
-$16.1M
532,059
+867%
增持
DYNF
BLACKROCK ETF TRUST
+$16.0M
641,441
+65%
减持
LLY
LILLY ELI & CO
+$15.9M
81,930
-13%
增持
AMZN
AMAZON COM INC
+$15.8M
538,496
+9%
增持
IBM
INTL BUSINESS MCHN
+$15.3M
132,914
+56%
减持
NRC
NATIONAL RESEARCH CR
+$14.7M
2,657,828
-3%
增持
IUSG
ISHARES TR
+$14.7M
175,299
+96%
减持
NDSN
NORDSON CORP
-$14.7M
2,263,686
-8%
减持
HLMN
HILLMAN SOLUTIONS CR
-$14.4M
12,893,592
-6%
减持
—
ALCON AG
-$13.5M
3,835
-98%
减持
PODD
INSULET CORP
-$13.3M
134,760
-19%
增持
VRSK
VERISK ANALYTICS INC
+$13.2M
767,759
+22%
增持
ESAB
ESAB CORPORATION
+$12.8M
114,229
+11422800%
减持
ULS
UL SOLUTIONS INC.
+$12.7M
6,008,386
-8%
增持
EFA
ISHARES
+$12.5M
331,267
+61%
增持
kspi us equity
KASPI KZ JSC
+$12.3M
157,479
+52045%
减持
VERX
VERTEX INC
-$12.2M
1,005,095
-23%
减持
UBER
UBER TECHNOLOGIES
-$11.4M
596,659
-3%
减持
PTC
PTC INC
-$11.2M
144,282
-19%
减持
MSCI
MSCI INC
-$11.1M
258,648
-8%
增持
NOW
SERVICENOW INC
-$10.7M
245,970
+368%
减持
KMB
KIMBERLY CLARK CORP
-$10.4M
15
-100%
减持
GSHD
GOOSEHEAD INS INC
-$10.1M
2,010,884
-5%
减持
FUL
FULLER H B CO
-$10.0M
2,143,708
-8%
增持
IWB
ISHARES
+$9.7M
43,459
+142%
减持
WST
WEST PHARMACEUT SVS
-$9.5M
955,149
-8%
减持
PAYX
PAYCHEX INC
-$9.5M
434
-99%
减持
UNF
UNIFIRST CORP MASS
+$9.4M
559,008
-5%
减持
ODFL
OLD DOMINION FGHT
+$9.3M
902,092
-4%
减持
SYK
STRYKER CORP
-$9.2M
39,730
-37%
增持
—
BBB FOODS INC
+$9.0M
645,741
+39%
减持
HQY
HEALTHEQUITY INC
-$8.7M
580,074
-11%
减持
INTU
INTUIT
-$8.4M
17,938
-40%
增持
TOST
TOAST INC
+$8.3M
1,103,561
+30%
减持
DDOG
DATADOG INC
-$7.8M
192,409
-19%
减持
MSFT
MICROSOFT CORP
-$7.7M
123,959
-5%
减持
CDNS
CADENCE DESIGN SYS
-$7.2M
152,154
-2%
减持
PSMT
PRICESMART INC
-$7.1M
259,629
-19%
