KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$40.9T

Holdings

963

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (963 positions)

#StockSharesValue% PortfolioType
101
RVLVREVOLVE GROUP INC
4,669,682$100.4B0.25%
102
AMZNAMAZON COM INC
521,908$99.3B0.24%
103
MLB1MERCADOLIBRE INC
50,296$98.1B0.24%
104
NVDANVIDIA CORP
900,875$97.6B0.24%
105
ITGARTNER INC
229,279$96.2B0.24%
106
CSWCSW INDUSTRIALS IN
316,464$92.3B0.23%
107
AFWALIGN TECH INC
577,522$91.7B0.22%
108
ZTSZOETIS INC
555,656$91.5B0.22%
109
ODFLOLD DOMINION FGHT
542,536$89.8B0.22%
110
CELHCELSIUS HOLDINGS INC
2,517,145$89.7B0.22%
111
FFINFIRST FINL BKSH
2,465,774$88.6B0.22%
112
SYBTSTOCK YARDS BANC
1,278,442$88.3B0.22%
113
ORLYOREILLY AUTOMOTIVE I
59,322$85.0B0.21%
114
AZTAAZENTA INC
2,134,194$73.9B0.18%
115
USPHU S PHYSICAL THERAPY
967,222$70.0B0.17%
116
ROPROPER TECHNOLOGIES
117,500$69.3B0.17%
117
NETCLOUDFLARE INC
604,245$68.1B0.17%
118
TTDTHE TRADE DESK
1,221,951$66.9B0.16%
119
AINALBANY INTL CORP
961,513$66.4B0.16%
120
CSGPCOSTAR GROUP INC
832,539$66.0B0.16%
121
HQYHEALTHEQUITY INC
725,551$64.1B0.16%
122
ACNACCENTURE PLC
204,453$63.8B0.16%
123
LLYLILLY ELI & CO
77,161$63.7B0.16%
124
PGRPROGRESSIVE CORP
207,230$58.6B0.14%
125
ULSUL SOLUTIONS INC.
1,028,343$58.0B0.14%
126
1GSNNOVANTA INC
448,738$57.4B0.14%
127
MRSHMARSH & MCLENNAN COS
231,933$56.6B0.14%
128
BMIBADGER METER INC
291,637$55.5B0.14%
129
MTDMETTLER TOLEDO INTL
46,033$54.4B0.13%
130
AAPLAPPLE INC
243,184$54.0B0.13%
131
VERXVERTEX INC
1,531,939$53.6B0.13%
132
NFLXNETFLIX INC
57,458$53.6B0.13%
133
PODDINSULET CORP
193,511$50.8B0.12%
134
PAYCPAYCOM SOFTWARE
229,217$50.1B0.12%
135
IDXXIDEXX LABS INC
119,187$50.1B0.12%
136
CSMPROSHARES TR
776,698$49.6B0.12%
137
UBERUBER TECHNOLOGIES
652,722$47.6B0.12%
138
ONONON HOLDING AG
1,075,752$47.2B0.12%
139
TRUTRANSUNION
530,912$44.1B0.11%
140
PNCPNC FINL SVCS GRP
250,325$44.0B0.11%
141
MARMARRIOTT INTL INC
181,288$43.2B0.11%
142
GLBEGLOBAL E ONLINE LTD
1,203,812$42.9B0.11%
143
CPRTCOPART INC
756,270$42.8B0.10%
144
MSFTMICROSOFT CORP
113,115$42.5B0.10%
145
NOWSERVICENOW INC
53,281$42.4B0.10%
146
SPGIS&P GLOBAL INC
82,205$41.8B0.10%
147
LAMRLAMAR ADVERTISING
363,949$41.4B0.10%
148
SHOPSHOPIFY INC
421,958$40.3B0.10%
149
CDNSCADENCE DESIGN SYS
155,109$39.4B0.10%
150
NRCNATIONAL RESEARCH CR
3,024,509$38.7B0.09%
151
ORCLORACLE CORP
274,601$38.4B0.09%
152
ISRGINTUITIVE SURGIC INC
77,197$38.2B0.09%
153
FTSFORTIS INC
834,165$38.0B0.09%
154
WDAYWORKDAY INC
161,034$37.6B0.09%
155
SNOWSNOWFLAKE INC
252,690$36.9B0.09%
156
TTTRANE TECHNOLOGI PLC
109,177$36.8B0.09%
157
HDHOME DEPOT INC
98,721$36.2B0.09%
158
SDHCSMITH DOUGLAS HOMES
1,797,091$35.1B0.09%
159
OFLXOMEGA FLEX
1,005,985$35.0B0.09%
160
PSMTPRICESMART INC
397,825$34.9B0.09%
161
TOSTTOAST INC
1,011,440$33.5B0.08%
162
QQQMINVESCO
171,392$33.1B0.08%
163
PTCPTC INC
209,528$32.5B0.08%
164
ECLECOLAB INC
126,325$32.0B0.08%
165
LINLINDE PLC
67,971$31.7B0.08%
166
IWRISHARES
352,385$30.0B0.07%
167
WMWASTE MANAGEMENT INC
129,412$30.0B0.07%
168
DHRDANAHER CORP
138,025$28.3B0.07%
169
NKENIKE INC
442,143$28.1B0.07%
170
TRVTRAVELERS CO(THE)
105,863$28.0B0.07%
171
DDOGDATADOG INC
282,131$28.0B0.07%
172
AVGOBROADCOM INC
165,256$27.7B0.07%
173
TJXTJX COMPANIES INC
224,645$27.4B0.07%
174
IWNISHARES
180,963$27.3B0.07%
175
ABBVABBVIE INC
129,935$27.2B0.07%
176
FRPTFRESHPET INC
323,943$26.9B0.07%
177
IBMINTL BUSINESS MCHN
107,249$26.7B0.07%
178
TYLTYLER TECHN INC
45,164$26.3B0.06%
179
INTUINTUIT
41,895$25.7B0.06%
180
GOOGLALPHABET INC
158,904$24.6B0.06%
181
BLKBLACKROCK INC
25,959$24.6B0.06%
182
SYKSTRYKER CORP
65,234$24.3B0.06%
183
ABNBAIRBNB INC
200,884$24.0B0.06%
184
TTENTOTALENERGIES SE
369,074$23.9B0.06%
185
NVECNVE CORP
371,752$23.7B0.06%
186
MCOMOODYS CORP
50,314$23.4B0.06%
187
MUSAMURPHY USA INC
49,762$23.4B0.06%
188
UNHUNITEDHEALTH GRP INC
43,291$22.7B0.06%
189
USFRWISDOMTREE TRUST
443,379$22.3B0.05%
190
STESTERIS PLC
98,148$22.2B0.05%
191
BZKANZHUN LIMITED
1,157,400$22.2B0.05%
192
IWFISHARES
58,188$21.0B0.05%
193
FOXFFOX FACTORY HLDG
890,220$20.8B0.05%
194
HLLYHOLLEY INC
8,081,834$20.8B0.05%
195
MAMASTERCARD INC
36,476$20.0B0.05%
196
ETNEATON CORPORATION
73,146$19.9B0.05%
197
IGSBISHARES TR
367,163$19.2B0.05%
198
EMNEASTMAN CHEM CO
218,103$19.2B0.05%
199
BACVERIZON COMMUNICATIO
421,462$19.1B0.05%
200
BLDTOPBUILD CORP
62,031$18.9B0.05%
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