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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 8
增持 31
减持 111
方向
标的
Δ市值
现股数(环比)
减持
LPLA
LPL FINANCIAL HLDGS
-$315.6M
1,680,090
-27%
减持
BSY
BENTLEY SYS INC
-$243.2M
7,059,346
-45%
增持
ALGN
ALIGN TECH INC
+$207.4M
1,902,905
+150%
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
JKHY
JACK HENRY & ASSOCIA
-$206.6M
5,459,640
-7%
减持
MDY
STATE STREET SPDR S&
-$197.9M
298,766
-53%
增持
POOL
POOL CORPORATION
+$174.0M
2,850,195
+62%
减持
EFX
EQUIFAX INC
-$159.3M
2,284,197
-13%
减持
DPZ
DOMINOS PIZZA INC
-$156.1M
48,911
-88%
减持
THO
THOR INDS INC
-$139.5M
4,289,725
-9%
减持
CHE
CHEMED CORP NEW
-$128.9M
185,138
-60%
减持
COO
COOPER COMPANIES INC
-$116.9M
6,616,677
-8%
减持
—
ALLEGION PLC
-$115.3M
3,635,268
-10%
减持
TRMB
TRIMBLE INC
-$111.1M
3,689,460
-18%
建仓
CHRW
C H ROBINSON WLDWIDE
+$107.0M
644,401
减持
HLI
HOULIHAN LOKEY INC
-$103.5M
2,642,146
-5%
减持
OLED
UNIVERSAL DISPLAY CP
-$101.4M
3,217,442
-5%
减持
TTC
TORO CO
+$100.2M
7,923,142
-3%
减持
OLLI
OLLIES BARGAIN OUT
-$99.9M
3,288,297
-10%
减持
WRB
BERKLEY W R CORP
-$95.5M
7,772,213
-11%
减持
—
ONESTREAM INC
-$89.5M
67
-100%
减持
RBC
RBC BEARINGS INC
+$86.4M
1,324,481
-6%
减持
MC
MOELIS & COMPANY
-$85.4M
5,777,773
-4%
建仓
BRC
BRADY CORP
+$78.0M
960,424
减持
ZWS
ZURN ELKAY WATER SOL
-$76.0M
10,850,567
-10%
减持
NCNO
NCINO INC
-$74.3M
5,140,656
-13%
增持
HWKN
HAWKINS INC
+$71.5M
1,526,055
+33%
减持
CRVL
CORVEL CORP
-$71.4M
4,870,989
-2%
减持
EME
EMCOR GROUP INC
+$69.6M
706,966
-4%
减持
ZBRA
ZEBRA TECHNOLOGIES
-$68.2M
1,126,859
-10%
减持
AWI
ARMSTRONG WORLD INDS
-$68.1M
984,320
-18%
减持
GOLF
ACUSHNET HOLDINGS
+$67.7M
5,924,818
-3%
减持
RLI
RLI CORP
-$67.2M
7,004,143
-4%
减持
LII
LENNOX INTL INC
-$62.2M
875,168
-9%
增持
TTAN
SERVICETITAN
-$59.9M
4,869,029
+41%
减持
BR
BROADRIDGE FINL SOLN
-$59.7M
688,682
-10%
减持
APH
AMPHENOL CORPORATION
-$56.1M
1,453,296
-18%
减持
IWM
ISHARES
-$54.2M
361,651
-38%
减持
HEI/A
HEICO CORP NEW
-$53.6M
813,202
-9%
增持
—
GIGACLOUD TECHNOLOGY
+$53.1M
1,264,924
+1066%
增持
GSHD
GOOSEHEAD INS INC
-$51.8M
2,258,181
+12%
减持
FICO
FAIR ISAAC INC
-$51.3M
60,433
-12%
减持
ORLY
OREILLY AUTOMOTIVE I
-$50.5M
264,368
-68%
增持
CHH
CHOICE HOTELS INTL
+$49.8M
3,221,741
+8%
建仓
NYT
NEW YORK TIMES CO
+$49.6M
592,823
减持
APPF
APPFOLIO INC
-$49.4M
454,463
-13%
减持
IBKR
INTERACTIVE BROKERS
-$48.9M
10,016,215
-11%
减持
PRI
PRIMERICA INC
-$48.5M
3,071,590
-3%
减持
MANH
MANHATTAN ASSOCS IN
-$48.3M
1,094,725
-2%
减持
WST
WEST PHARMACEUT SVS
-$47.7M
858,298
-10%
减持
LSTR
LANDSTAR SYS INC
+$47.6M
3,432,243
-2%
减持
TDY
TELEDYNE TECH INC
+$46.5M
1,200,095
-10%
增持
ODFL
OLD DOMINION FGHT
+$43.1M
944,294
+5%
减持
CSGP
COSTAR GROUP INC
-$42.7M
892
-100%
增持
FIX
COMFORT SYS USA INC
+$41.9M
57,993
+42%
减持
TTD
THE TRADE DESK
-$41.4M
989
-100%
减持
IWN
ISHARES
-$40.9M
233,132
-50%
减持
AIN
ALBANY INTL CORP
-$40.9M
74
-100%
减持
—
PENTAIR PLC
-$40.9M
1,514,739
-9%
增持
WAB
WABTEC
+$39.9M
1,056,794
+1%
增持
RYAN
RYAN SPECIALTY HLD
-$38.8M
3,005,452
+11%
增持
—
BBB FOODS INC
+$37.5M
1,668,895
+158%
增持
BFAM
BRIGHT HORIZONS FA
+$37.3M
3,843,922
+40%
减持
EXPO
EXPONET INC
-$34.2M
3,886,308
-6%
减持
JBTM
JBT MAREL CORPORATIO
-$31.5M
1,072,457
-4%
减持
WDAY
WORKDAY INC
-$31.1M
460
-100%
增持
NET
CLOUDFLARE INC
+$30.9M
536,384
+33%
增持
ALH
ALLIANCE LAUNDRY
+$30.4M
9,456,854
+16%
减持
APAM
ARTISAN PARTNERS A
-$30.4M
5,564,382
-3%
增持
IWD
ISHARES
+$29.9M
285,437
+93%
减持
ECL
ECOLAB INC
-$29.9M
737
-99%
建仓
KRMN
KARMAN HOLDINGS INC
+$28.1M
350,478
增持
HLNE
HAMILTON LANE INC
-$26.9M
3,415,150
+25%
建仓
ARM
ARM HOLDINGS PLC
+$26.2M
173,336
减持
CELH
CELSIUS HOLDINGS INC
-$26.2M
906,880
-29%
增持
KLAC
KLA CORPORATION
+$25.6M
30,936
+88%
增持
WDFC
WD 40 CO
+$25.5M
634,334
+20%
减持
WTS
WATTS WATER TECH
+$25.3M
2,127,314
-1%
减持
MPWR
MONOLITHIC POWER
+$25.1M
266,670
-9%
减持
HD
HOME DEPOT INC
-$23.1M
7,496
-90%
减持
LLY
LILLY ELI & CO
-$22.1M
71,696
-12%
增持
ROL
ROLLINS INC
-$22.0M
9,701,438
+8%
增持
DYNF
BLACKROCK ETF TRUST
+$21.3M
1,036,543
+62%
减持
BRO
BROWN & BROWN INC
-$21.2M
1,029,338
-7%
减持
TRU
TRANSUNION
-$20.8M
297,016
-38%
减持
MSFT
MICROSOFT CORP
-$20.8M
105,800
-15%
减持
UBER
UBER TECHNOLOGIES
-$20.7M
389,609
-35%
减持
WMS
ADVANCED DRAINAGE
-$20.7M
1,106,423
-7%
减持
TYL
TYLER TECHN INC
-$20.6M
133
-100%
减持
MSCI
MSCI INC
-$19.9M
238,418
-8%
减持
IDXX
IDEXX LABS INC
-$19.9M
100,840
-11%
减持
MELI
MERCADOLIBRE INC
-$19.5M
33,039
-13%
减持
FHB
FIRST HAWAIIAN
-$19.3M
12,288,961
-3%
减持
DCI
DONALDSON INC
-$19.2M
2,924,194
-3%
增持
CAT
CATERPILLAR INC
+$19.2M
27,304
+10524%
减持
—
GLOBAL E ONLINE LTD
-$19.1M
444,743
-47%
减持
RVLV
REVOLVE GROUP INC
-$18.9M
1,603,961
-12%
减持
AMZN
AMAZON COM INC
-$18.7M
506,919
-6%
减持
V
VISA INC
-$18.6M
294,953
-4%
增持
DDOG
DATADOG INC
+$18.3M
376,353
+96%
减持
SSD
SIMPSON MANUFACTURIN
+$18.2M
3,885,449
-3%
减持
NKE
NIKE INC
-$18.1M
29,669
-90%
减持
SHOP
SHOPIFY INC
-$17.7M
382,078
-2%
减持
CSW
CSW INDUSTRIALS IN
-$17.3M
375,433
-4%
减持
META
META PLATFORMS INC
-$16.7M
126,366
-6%
减持
PAYC
PAYCOM SOFTWARE
-$16.3M
42
-100%
减持
DFH
DREAM FINDERS HOMES
-$16.2M
4,268,380
-4%
减持
PODD
INSULET CORP
-$15.7M
107,659
-20%
减持
DHR
DANAHER CORP
-$15.7M
132,762
-26%
减持
TOST
TOAST INC
-$15.5M
894,759
-19%
减持
NVDA
NVIDIA CORP
-$15.3M
947,504
-2%
增持
MDLN
MEDLINE INC
+$15.0M
1,230,744
+30%
减持
GTY
GETTY RLTY CORP NEW
+$15.0M
3,434,332
-0%
减持
EPAC
ENERPAC TOOL GROUP
-$14.9M
3,728,953
-6%
减持
TFIN
TRIUMPH FINANCIAL
-$14.8M
1,964,575
-7%
减持
USPH
U S PHYSICAL THERAPY
-$14.8M
1,065,856
-12%
减持
IBM
INTL BUSINESS MCHN
-$14.7M
101,963
-23%
减持
IUSG
ISHARES TR
-$14.2M
98,443
-44%
建仓
HNGE
HINGE HEALTH INC
+$14.0M
363,102
减持
—
ON HOLDING AG
-$13.8M
589,015
-19%
减持
SFBS
SERVISFIRST BANCSH
-$13.8M
1,360,003
-13%
减持
NOW
SERVICENOW INC
-$13.4M
232,104
-6%
减持
MORN
MORNINGSTAR INC
-$13.2M
163,479
-13%
增持
PH
PARKER HANNIFIN CORP
+$13.2M
14,772
+37777%
增持
BOH
BANK HAWAII CORP
+$13.1M
1,999,381
+1%
建仓
—
SHARKNINJA
+$12.8M
120,524
减持
HQY
HEALTHEQUITY INC
-$12.6M
485,444
-16%
减持
ROST
ROSS STORES INC
+$12.5M
867,852
-11%
减持
CDNS
CADENCE DESIGN SYS
-$12.4M
126,484
-17%
减持
UNF
UNIFIRST CORP MASS
-$12.2M
380,048
-32%
减持
NFLX
NETFLIX INC
-$12.1M
393,209
-26%
增持
IWR
ISHARES
+$12.0M
725,457
+19%
减持
AME
AMETEK INC
-$11.8M
1,319,928
-8%
减持
CAKE
CHEESECAKE FACTORY
-$11.8M
1,992,075
-17%
增持
RDDT
REDDIT INC
+$11.7M
280,736
+148%
增持
KNSL
KINSALE CAPITAL GR
-$11.6M
328,662
+4%
减持
—
TRANE TECHNOLOGI PLC
-$11.2M
60,419
-35%
减持
ULS
UL SOLUTIONS INC.
-$11.1M
5,398,596
-10%
增持
VRSK
VERISK ANALYTICS INC
-$11.0M
847,128
+10%
减持
AAPL
APPLE INC
-$11.0M
228,899
-10%
减持
MAR
MARRIOTT INTL INC
-$10.9M
125,529
-25%
减持
GOOGL
ALPHABET INC
-$10.8M
425,346
-0%
减持
IBP
INSTALLED BUILDING
-$10.8M
1,812,801
-4%
减持
BLK
BLACKROCK INC
-$10.8M
15,828
-35%
建仓
AVY
AVERY DENNISON CORP
+$10.6M
61,187
减持
VERX
VERTEX INC
-$10.5M
805,861
-20%
减持
—
TOPBUILD CORP
-$10.2M
59,069
-20%
增持
—
TOTALENERGIES SE
+$9.8M
378,129
+1%
减持
SPGI
S&P GLOBAL INC
-$9.7M
70,401
-7%
减持
AVGO
BROADCOM INC
-$9.6M
146,831
-8%
减持
SAIA
SAIA INC
-$9.5M
986,821
-10%
