KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Q1 2023 Filing
Filed May 16, 2023
Portfolio Value
$34021.8T
Holdings
785
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (785 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AZPN1USDASPEN TECHNOLOGY INC | 3,597,094 | $823.3T | 2.42% | |
| 2 | FCNFTI CONSULTING INC | 3,477,200 | $686.2T | 2.02% | |
| 3 | PRIPRIMERICA INC | 3,907,117 | $673.0T | 1.98% | |
| 4 | IBKRINTERACTIVE BROKERS | 7,501,247 | $619.3T | 1.82% | |
| 5 | LSTRLANDSTAR SYS INC | 3,273,485 | $586.8T | 1.72% | |
| 6 | EMEEMCOR GROUP INC | 3,565,326 | $579.7T | 1.70% | |
| 7 | SITESITEONE LANDSCAPE | 4,231,371 | $579.1T | 1.70% | |
| 8 | COOCOOPER COMPANIES INC | 1,531,670 | $571.9T | 1.68% | |
| 9 | TDYTELEDYNE TECH INC | 1,254,523 | $561.2T | 1.65% | |
| 10 | POOLPOOL CORPORATION | 1,618,956 | $554.4T | 1.63% | |
| 11 | JKHYHENRY JACK & ASSOC | 3,640,497 | $548.7T | 1.61% | |
| 12 | BSYBENTLEY SYS INC | 12,629,227 | $542.9T | 1.60% | |
| 13 | WSOWATSCO INC | 1,670,785 | $531.6T | 1.56% | |
| 14 | SSDSIMPSON MANUFACTURIN | 4,619,073 | $506.4T | 1.49% | |
| 15 | ZBRAZEBRA TECHNOLOGIES | 1,535,552 | $488.3T | 1.44% | |
| 16 | EFXEQUIFAX INC | 2,400,105 | $486.8T | 1.43% | |
| 17 | RBCRBC BEARINGS INC | 2,069,151 | $481.6T | 1.42% | |
| 18 | NDSNNORDSON CORP | 2,095,289 | $465.7T | 1.37% | |
| 19 | TERTERADYNE INC | 4,284,470 | $460.6T | 1.35% | |
| 20 | FUODOLBY LABORATORIES | 5,265,758 | $449.8T | 1.32% | |
| 21 | FDSFACTSET RESH SYS INC | 1,078,226 | $447.6T | 1.32% | |
| 22 | FOXFFOX FACTORY HLDG | 3,635,397 | $441.2T | 1.30% | |
| 23 | RYANRYAN SPECIALTY HLD | 10,931,990 | $439.9T | 1.29% | |
| 24 | GGGGRACO INC | 5,867,782 | $428.4T | 1.26% | |
| 25 | FICOFAIR ISAAC INC | 604,841 | $425.0T | 1.25% | |
| 26 | MANHMANHATTAN ASSOCS IN | 2,738,298 | $424.0T | 1.25% | |
| 27 | EXPOEXPONET INC | 4,180,308 | $416.7T | 1.22% | |
| 28 | THOTHOR INDS INC | 5,165,646 | $411.4T | 1.21% | |
| 29 | GOLFACUSHNET HOLDINGS | 8,046,506 | $409.9T | 1.20% | |
| 30 | LPLALPL FINANCIAL HLDGS | 2,016,167 | $408.1T | 1.20% | |
| 31 | AKXANSYS INC | 1,201,255 | $399.8T | 1.18% | |
| 32 | WRBBERKLEY W R CORP | 6,401,834 | $398.6T | 1.17% | |
| 33 | RLIRLI CORP | 2,866,768 | $381.0T | 1.12% | |
| 34 | TTCTORO CO | 3,402,222 | $378.2T | 1.11% | |
| 35 | CRVLCORVEL CORP | 1,976,764 | $376.1T | 1.11% | |
| 36 | WTSWATTS WATER TECH | 2,128,516 | $358.3T | 1.05% | |
| 37 | SMGSCOTTS MIRACLE-GRO | 4,994,632 | $348.3T | 1.02% | |
| 38 | LIILENNOX INTL INC | 1,358,358 | $341.3T | 1.00% | |
| 39 | CRLCHARLES RIV LABS INT | 1,628,363 | $328.6T | 0.97% | |
| 40 | ALLEALLEGION PLC | 3,018,439 | $322.2T | 0.95% | |
| 41 | AAONAAON INC | 3,150,753 | $304.6T | 0.90% | |
| 42 | MKTXMARKETAXESS HLDGS | 760,439 | $297.6T | 0.87% | |
| 43 | FHBFIRST HAWAIIAN | 14,037,353 | $289.6T | 0.85% | |
| 44 | CHECHEMED CORP NEW | 510,326 | $274.4T | 0.81% | |
| 45 | HEIHEICO CORP NEW | 1,993,994 | $271.0T | 0.80% | |
| 46 | MCMOELIS & COMPANY | 7,010,589 | $269.5T | 0.79% | |
| 47 | LCIILCI INDUSTRIES | 2,404,644 | $264.2T | 0.78% | |
| 48 | ROLROLLINS INC | 6,571,180 | $246.6T | 0.72% | |
| 49 | HLIHOULIHAN LOKEY INC | 2,695,270 | $235.8T | 0.69% | |
| 50 | APAMARTISAN PARTNERS A | 6,876,994 | $219.9T | 0.65% | |
| 51 | BILLBILL HOLDINGS INC | 2,642,802 | $214.4T | 0.63% | |
| 52 | BFAMBRIGHT HORIZONS FA | 2,667,446 | $205.4T | 0.60% | |
| 53 | SFBSSERVISFIRST BANCSH | 3,676,883 | $200.9T | 0.59% | |
| 54 | AZTAAZENTA INC | 4,464,228 | $199.2T | 0.59% | |
| 55 | SAIASAIA INC | 722,258 | $196.5T | 0.58% | |
| 56 | BANFBANCFIRST CORP | 2,233,634 | $185.6T | 0.55% | |
| 57 | PSMTPRICESMART INC | 2,592,064 | $185.3T | 0.54% | |
| 58 | FIZZNATL BEVERAGE CORP | 3,498,541 | $184.4T | 0.54% | |
| 59 | NCNONCINO INC | 7,324,045 | $181.5T | 0.53% | |
| 60 | MORNMORNINGSTAR INC | 875,928 | $177.8T | 0.52% | |
| 61 | RVLVREVOLVE GROUP INC | 6,533,106 | $171.8T | 0.51% | |
| 62 | WSTWEST PHARMACEUT SVS | 460,168 | $159.4T | 0.47% | |
| 63 | ROSTROSS STORES INC | 1,501,788 | $159.4T | 0.47% | |
| 64 | EVTCEVERTEC INC | 4,554,899 | $153.7T | 0.45% | |
| 65 | SPSCSPS COMMERCE INC | 1,003,051 | $152.8T | 0.45% | |
| 66 | GSHDGOOSEHEAD INS INC | 2,897,246 | $151.2T | 0.44% | |
| 67 | USPHU S PHYSICAL THERAPY | 1,495,514 | $146.4T | 0.43% | |
| 68 | BLBLACKLINE INC | 2,159,603 | $145.0T | 0.43% | |
| 69 | HLMNHILLMAN SOLUTIONS CR | 16,922,967 | $142.5T | 0.42% | |
| 70 | APHAMPHENOL CORPORATION | 1,742,394 | $142.4T | 0.42% | |
| 71 | NRCNATIONAL RESEARCH CR | 3,211,380 | $139.7T | 0.41% | |
| 72 | GTYGETTY RLTY CORP NEW | 3,718,000 | $134.0T | 0.39% | |
| 73 | CAKECHEESECAKE FACTORY | 3,799,304 | $133.2T | 0.39% | |
| 74 | UNFUNIFIRST CORP MASS | 750,063 | $132.2T | 0.39% | |
| 75 | AMEAMETEK INC | 905,175 | $131.5T | 0.39% | |
| 76 | BOHBANK HAWAII CORP | 2,507,471 | $130.6T | 0.38% | |
| 77 | OLLIOLLIES BARGAIN OUT | 2,246,880 | $130.2T | 0.38% | |
| 78 | DCIDONALDSON INC | 1,991,440 | $130.1T | 0.38% | |
| 79 | LWLAMB WESTON HLDGS | 1,241,136 | $129.7T | 0.38% | |
| 80 | ATRIUSDATRION CORP | 205,297 | $128.9T | 0.38% | |
| 81 | —LESLIES INC | 11,584,004 | $127.5T | 0.37% | |
| 82 | ROFKFORCE INC | 1,992,559 | $126.0T | 0.37% | |
| 83 | PAYCPAYCOM SOFTWARE | 411,310 | $125.0T | 0.37% | |
| 84 | OFLXOMEGA FLEX | 1,108,770 | $123.6T | 0.36% | |
| 85 | WDFCWD 40 CO | 671,737 | $119.6T | 0.35% | |
| 86 | ROADCONSTRUCTION PARTNRS | 4,265,440 | $114.9T | 0.34% | |
| 87 | AWIARMSTRONG WORLD INDS | 1,611,898 | $114.8T | 0.34% | |
| 88 | NVDANVIDIA CORP | 405,509 | $112.6T | 0.33% | |
| 89 | FFINFIRST FINL BKSH | 3,513,355 | $112.1T | 0.33% | |
| 90 | ZTSZOETIS INC | 637,601 | $106.1T | 0.31% | |
| 91 | BRBROADRIDGE FINL SOLN | 722,123 | $105.8T | 0.31% | |
| 92 | FULFULLER H B CO | 1,520,335 | $104.1T | 0.31% | |
| 93 | AINALBANY INTL CORP | 1,161,962 | $103.8T | 0.31% | |
| 94 | VVISA INC | 451,334 | $101.8T | 0.30% | |
| 95 | JBTJOHN BEAN TECHNOLOGY | 910,912 | $99.6T | 0.29% | |
| 96 | MLB1MERCADOLIBRE INC | 74,553 | $98.3T | 0.29% | |
| 97 | VRSKVERISK ANALYTICS INC | 510,038 | $97.9T | 0.29% | |
| 98 | OLOGBXOLO INC | 11,853,494 | $96.7T | 0.28% | |
| 99 | CWANCLEARWATER ANALYTI | 5,871,273 | $93.7T | 0.28% | |
| 100 | TTDTHE TRADE DESK | 1,538,244 | $93.7T | 0.28% |
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