KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
LOS ANGELES CA · SEC CIK 0001021223
$340.47亿2026Q1 申报市值
954持仓数
20.3%前十大占比 · 第一大 2.5%
23 / 80新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
POOL 加仓+$2.21亿
ALGN 加仓+$1.96亿
CHRW 新建仓+$1.07亿
BFAM 加仓+$9,021.21万
TTAN 加仓+$8,916.71万
2026Q1 卖出最多 按季末市值估算
MDY 减仓-$2.06亿
BSY 减仓-$2.04亿
LPLA 减仓-$1.86亿
DPZ 减仓-$1.32亿
ONESTREAM INC 减仓-$1.17亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FHB | FIRST HAWAIIAN | $3.03亿 | 0.89% | 12,288,961 | -441,600 | -3.5% | -$1,088.10万 | 减仓 |
| TTAN | SERVICETITAN | $3.09亿 | 0.91% | 4,869,029 | 1,405,092 | 40.6% | $8,916.71万 | 加仓 |
| BFAM | BRIGHT HORIZONS FA | $3.16亿 | 0.93% | 3,843,922 | 1,098,406 | 40.0% | $9,021.21万 | 加仓 |
| ALGN | ALIGN TECH INC | $3.26亿 | 0.96% | 1,902,905 | 1,142,082 | 150.1% | $1.96亿 | 加仓 |
| MC | MOELIS & COMPANY | $3.29亿 | 0.97% | 5,777,773 | -255,982 | -4.2% | -$1,459.10万 | 减仓 |
| SITE | SITEONE LANDSCAPE | $3.31亿 | 0.97% | 2,486,718 | -180,945 | -6.8% | -$2,408.56万 | 减仓 |
| CHH | CHOICE HOTELS INTL | $3.33亿 | 0.98% | 3,221,741 | 244,263 | 8.2% | $2,528.12万 | 加仓 |
| HLNE | HAMILTON LANE INC | $3.39亿 | 1.00% | 3,415,150 | 687,276 | 25.2% | $6,831.52万 | 加仓 |
| KAI | KADANT | $3.40亿 | 1.00% | 1,161,595 | -27,520 | -2.3% | -$804.55万 | 减仓 |
| THO | THOR INDS INC | $3.43亿 | 1.01% | 4,289,725 | -406,932 | -8.7% | -$3,250.98万 | 减仓 |
| SAIA | SAIA INC | $3.47亿 | 1.02% | 986,821 | -103,965 | -9.5% | -$3,652.08万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS | $3.49亿 | 1.02% | 3,545,709 | -362,244 | -9.3% | -$3,565.21万 | 减仓 |
| GGG | GRACO INC | $3.51亿 | 1.03% | 4,143,514 | -113,232 | -2.7% | -$958.51万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $3.79亿 | 1.11% | 2,642,146 | -130,661 | -4.7% | -$1,876.55万 | 减仓 |
| RLI | RLI CORP | $4.00亿 | 1.17% | 7,004,143 | -290,664 | -4.0% | -$1,657.95万 | 减仓 |
| LII | LENNOX INTL INC | $4.06亿 | 1.19% | 875,168 | -89,532 | -9.3% | -$4,155.45万 | 减仓 |
| EFX | EQUIFAX INC | $4.11亿 | 1.21% | 2,284,197 | -345,399 | -13.1% | -$6,219.60万 | 减仓 |
| ULS | UL SOLUTIONS INC. | $4.63亿 | 1.36% | 5,398,596 | -609,790 | -10.1% | -$5,226.51万 | 减仓 |
| COO | COOPER COMPANIES INC | $4.73亿 | 1.39% | 6,616,677 | -582,218 | -8.1% | -$4,162.86万 | 减仓 |
| IBP | INSTALLED BUILDING | $4.81亿 | 1.41% | 1,812,801 | -81,978 | -4.3% | -$2,173.65万 | 减仓 |
| WSO | WATSCO INC | $4.84亿 | 1.42% | 1,329,205 | -77,679 | -5.5% | -$2,825.88万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOL | $4.87亿 | 1.43% | 10,850,567 | -1,249,864 | -10.3% | -$5,604.39万 | 减仓 |
| LPLA | LPL FINANCIAL HLDGS | $5.05亿 | 1.48% | 1,680,090 | -618,457 | -26.9% | -$1.86亿 | 减仓 |
| WRB | BERKLEY W R CORP | $5.15亿 | 1.51% | 7,772,213 | -936,968 | -10.8% | -$6,210.22万 | 减仓 |
| ROL | ROLLINS INC | $5.18亿 | 1.52% | 9,701,438 | 701,886 | 7.8% | $3,748.77万 | 加仓 |
| EME | EMCOR GROUP INC | $5.22亿 | 1.53% | 706,966 | -32,494 | -4.4% | -$2,399.07万 | 减仓 |
| ALLE | ALLEGION PLC | $5.28亿 | 1.55% | 3,635,268 | -406,363 | -10.1% | -$5,904.05万 | 减仓 |
| NDSN | NORDSON CORP | $5.44亿 | 1.60% | 2,045,115 | -218,571 | -9.7% | -$5,815.30万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $5.50亿 | 1.62% | 3,432,243 | -65,810 | -1.9% | -$1,055.00万 | 减仓 |
| GOLF | ACUSHNET HOLDINGS | $5.54亿 | 1.63% | 5,924,818 | -165,451 | -2.7% | -$1,546.64万 | 减仓 |
| FCN | FTI CONSULTING INC | $5.76亿 | 1.69% | 3,256,905 | -100,921 | -3.0% | -$1,783.98万 | 减仓 |
| POOL | POOL CORPORATION | $5.77亿 | 1.69% | 2,850,195 | 1,089,908 | 61.9% | $2.21亿 | 加仓 |
| WTS | WATTS WATER TECH | $6.18亿 | 1.81% | 2,127,314 | -18,428 | -0.9% | -$534.95万 | 减仓 |
| SSD | SIMPSON MANUFACTURIN | $6.67亿 | 1.96% | 3,885,449 | -131,373 | -3.3% | -$2,254.62万 | 减仓 |
| IBKR | INTERACTIVE BROKERS | $6.72亿 | 1.97% | 10,016,215 | -1,190,538 | -10.6% | -$7,984.94万 | 减仓 |
| RBC | RBC BEARINGS INC | $7.19亿 | 2.11% | 1,324,481 | -86,938 | -6.2% | -$4,721.78万 | 减仓 |
| TDY | TELEDYNE TECH INC | $7.26亿 | 2.13% | 1,200,095 | -130,585 | -9.8% | -$7,900.52万 | 减仓 |
| TTC | TORO CO | $7.40亿 | 2.17% | 7,923,142 | -209,008 | -2.6% | -$1,952.97万 | 减仓 |
| PRI | PRIMERICA INC | $7.69亿 | 2.26% | 3,071,590 | -94,022 | -3.0% | -$2,355.06万 | 减仓 |
| JKHY | JACK HENRY & ASSOCIA | $8.63亿 | 2.53% | 5,459,640 | -401,144 | -6.8% | -$6,339.68万 | 减仓 |