KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$37.6T
Holdings
663
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (663 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AZPNUSDASPEN TECHNOLOGY INC | 7,186,978 | $1.2T | 3.16% | |
| 2 | BILLBILL COM HLDGS INC | 3,899,439 | $884.4B | 2.35% | |
| 3 | SITESITEONE LANDSCAPE | 4,726,763 | $764.3B | 2.03% | |
| 4 | SMGSCOTTS MIRACLE-GRO | 5,128,611 | $630.6B | 1.68% | |
| 5 | WRBBERKLEY W R CORP | 9,075,644 | $604.3B | 1.61% | |
| 6 | JKHYHENRY JACK & ASSOC | 3,050,456 | $601.1B | 1.60% | |
| 7 | ZBRAZEBRA TECHNOLOGIES | 1,378,185 | $570.2B | 1.52% | |
| 8 | EFXEQUIFAX INC | 2,395,147 | $567.9B | 1.51% | |
| 9 | RYANRYAN SPECIALTY GROUP | 14,589,182 | $565.9B | 1.50% | |
| 10 | FCNFTI CONSULTING INC | 3,587,717 | $564.1B | 1.50% | |
| 11 | POOLPOOL CORPORATION | 1,332,112 | $563.3B | 1.50% | |
| 12 | IBKRINTERACTIVE BROKERS | 8,494,604 | $559.9B | 1.49% | |
| 13 | TDYTELEDYNE TECH INC | 1,138,646 | $538.2B | 1.43% | |
| 14 | COOCOOPER COMPANIES INC | 1,285,440 | $536.8B | 1.43% | |
| 15 | PRIPRIMERICA INC | 3,908,076 | $534.7B | 1.42% | |
| 16 | GGGGRACO INC | 7,597,348 | $529.7B | 1.41% | |
| 17 | FDSFACTSET RESH SYS INC | 1,199,549 | $520.8B | 1.38% | |
| 18 | LSTRLANDSTAR SYS INC | 3,417,902 | $515.5B | 1.37% | |
| 19 | TERTERADYNE INC | 4,325,830 | $511.4B | 1.36% | |
| 20 | LPLALPL FINANCIAL HLDGS | 2,685,244 | $490.5B | 1.30% | |
| 21 | WSOWATSCO INC | 1,562,644 | $476.0B | 1.27% | |
| 22 | NDSNNORDSON CORP | 2,088,770 | $474.3B | 1.26% | |
| 23 | RBCRBC BEARINGS INC | 2,420,898 | $469.4B | 1.25% | |
| 24 | CRLCHARLES RIV LABS INT | 1,638,683 | $465.3B | 1.24% | |
| 25 | EXPOEXPONET INC | 4,139,919 | $447.3B | 1.19% | |
| 26 | THOTHOR INDS INC | 5,618,356 | $442.2B | 1.18% | |
| 27 | FOXFFOX FACTORY HLDG | 4,359,045 | $427.0B | 1.14% | |
| 28 | BSYBENTLEY SYS INC | 9,639,078 | $425.9B | 1.13% | |
| 29 | EMEEMCOR GROUP INC | 3,638,346 | $409.8B | 1.09% | |
| 30 | SSDSIMPSON MANUFACTURIN | 3,658,178 | $398.9B | 1.06% | |
| 31 | FHBFIRST HAWAIIAN | 14,092,528 | $393.0B | 1.05% | |
| 32 | CPRTCOPART INC | 2,950,234 | $370.2B | 0.98% | |
| 33 | MANHMANHATTAN ASSOCS IN | 2,639,308 | $366.1B | 0.97% | |
| 34 | RLIRLI CORP | 3,129,591 | $346.2B | 0.92% | |
| 35 | AZTAAZENTA INC | 4,141,197 | $343.2B | 0.91% | |
| 36 | CRVLCORVEL CORP | 1,984,911 | $334.3B | 0.89% | |
| 37 | SFBSSERVISFIRST BANCSH | 3,469,738 | $330.6B | 0.88% | |
| 38 | ALLEALLEGION PLC | 2,995,578 | $328.9B | 0.87% | |
| 39 | ATHMAUTOHOME INC | 10,807,504 | $328.7B | 0.87% | |
| 40 | LIILENNOX INTL INC | 1,260,373 | $325.0B | 0.86% | |
| 41 | GOLFACUSHNET HOLDINGS | 8,062,341 | $324.6B | 0.86% | |
| 42 | ELANELANCO ANIMAL HEALTH | 12,248,118 | $319.6B | 0.85% | |
| 43 | FICOFAIR ISAAC INC | 662,381 | $309.0B | 0.82% | |
| 44 | WTSWATTS WATER TECH | 2,205,506 | $307.9B | 0.82% | |
| 45 | —DUCK CREEK TECHNOLO | 13,488,698 | $298.4B | 0.79% | |
| 46 | MORNMORNINGSTAR INC | 1,077,819 | $294.4B | 0.78% | |
| 47 | TTCTORO CO | 3,429,015 | $293.1B | 0.78% | |
| 48 | AVLRUSDAVALARA INC | 2,876,964 | $286.3B | 0.76% | |
| 49 | HEIHEICO CORP NEW | 2,210,500 | $280.4B | 0.75% | |
| 50 | OLLIOLLIES BARGAIN OUT | 6,370,387 | $273.7B | 0.73% | |
| 51 | BFAMBRIGHT HORIZONS FA | 2,018,399 | $267.8B | 0.71% | |
| 52 | CHECHEMED CORP NEW | 518,723 | $262.8B | 0.70% | |
| 53 | HLIHOULIHAN LOKEY INC | 2,914,244 | $255.9B | 0.68% | |
| 54 | MCMOELIS & COMPANY | 5,378,177 | $252.5B | 0.67% | |
| 55 | ROLROLLINS INC | 7,037,033 | $246.6B | 0.66% | |
| 56 | BOHBANK HAWAII CORP | 2,797,520 | $234.8B | 0.62% | |
| 57 | CDWCDW CORP | 1,258,415 | $225.1B | 0.60% | |
| 58 | PSMTPRICESMART INC | 2,782,594 | $219.5B | 0.58% | |
| 59 | AKXANSYS INC | 676,159 | $214.8B | 0.57% | |
| 60 | AAONAAON INC | 3,807,060 | $212.2B | 0.56% | |
| 61 | EVTCEVERTEC INC | 5,120,010 | $209.6B | 0.56% | |
| 62 | BLBLACKLINE INC | 2,808,431 | $205.6B | 0.55% | |
| 63 | SERVUSDTERMINIX GLOBAL HLDG | 4,380,142 | $199.9B | 0.53% | |
| 64 | MKTXMARKETAXESS HLDGS | 581,875 | $198.0B | 0.53% | |
| 65 | —LESLIES INC | 9,748,575 | $188.7B | 0.50% | |
| 66 | FIZZNATL BEVERAGE CORP | 4,318,935 | $187.9B | 0.50% | |
| 67 | BANFBANCFIRST CORP | 2,206,700 | $183.6B | 0.49% | |
| 68 | AMZNAMAZON COM INC | 55,368 | $180.5B | 0.48% | |
| 69 | NVDANVIDIA CORP | 655,100 | $178.8B | 0.48% | |
| 70 | CAKECHEESECAKE FACTORY | 4,343,139 | $172.8B | 0.46% | |
| 71 | AWIARMSTRONG WORLD INDS | 1,859,290 | $167.4B | 0.44% | |
| 72 | NCNONCINO INC | 4,072,889 | $166.9B | 0.44% | |
| 73 | AINALBANY INTL CORP | 1,951,023 | $164.5B | 0.44% | |
| 74 | SPSCSPS COMMERCE INC | 1,223,110 | $160.5B | 0.43% | |
| 75 | UNFUNIFIRST CORP MASS | 853,155 | $157.2B | 0.42% | |
| 76 | PAYCPAYCOM SOFTWARE | 443,841 | $153.7B | 0.41% | |
| 77 | USPHU S PHYSICAL THERAPY | 1,542,352 | $153.4B | 0.41% | |
| 78 | MLB1MERCADOLIBRE INC | 127,029 | $151.1B | 0.40% | |
| 79 | TTDTHE TRADE DESK | 2,156,154 | $149.3B | 0.40% | |
| 80 | GMEDGLOBUS MED INC | 2,020,466 | $149.1B | 0.40% | |
| 81 | APAMARTISAN PARTNERS A | 3,776,175 | $148.6B | 0.40% | |
| 82 | FUODOLBY LABORATORIES | 1,868,995 | $146.2B | 0.39% | |
| 83 | DRQEURDRIL-QUIP INC | 3,791,500 | $141.6B | 0.38% | |
| 84 | LCIILCI INDUSTRIES | 1,351,326 | $140.3B | 0.37% | |
| 85 | FFINFIRST FINL BKSH | 3,165,602 | $139.7B | 0.37% | |
| 86 | ATRIUSDATRION CORP | 192,251 | $137.1B | 0.36% | |
| 87 | GSHDGOOSEHEAD INS INC | 1,721,783 | $135.3B | 0.36% | |
| 88 | ROSTROSS STORES INC | 1,453,345 | $131.5B | 0.35% | |
| 89 | NRCNATIONAL RESEARCH CR | 3,300,539 | $130.9B | 0.35% | |
| 90 | OFLXOMEGA FLEX | 980,146 | $127.3B | 0.34% | |
| 91 | CAECAE INC | 3,812,490 | $124.1B | 0.33% | |
| 92 | CWANCLEARWATER ANALYTI | 5,886,377 | $123.6B | 0.33% | |
| 93 | APHAMPHENOL CORPORATION | 1,631,186 | $122.9B | 0.33% | |
| 94 | JBTJOHN BEAN TECHNOLOGY | 1,032,609 | $122.3B | 0.33% | |
| 95 | SWIMLATHAM GROUP INC | 8,959,243 | $118.6B | 0.32% | |
| 96 | ZTSZOETIS INC | 627,900 | $118.4B | 0.31% | |
| 97 | WSTWEST PHARMACEUT SVS | 284,150 | $116.7B | 0.31% | |
| 98 | WDFCWD 40 CO | 605,098 | $110.9B | 0.29% | |
| 99 | GOGROCERY OUTLET HLD | 3,375,304 | $110.6B | 0.29% | |
| 100 | MAXMEDIAALPHA INC | 6,651,950 | $110.1B | 0.29% |
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