KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$40.0B

Holdings

962

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (962 positions)

StockValue
VVISA INC
$108.2M
TTDTHE TRADE DESK
$105.9M
IVVISHARES TRUST
$103.7M
1GSNNOVANTA INC
$103.5M
CAKECHEESECAKE FACTORY
$103.2M
AINALBANY INTL CORP
$101.4M
MDBMONGODB INC
$95.5M
BMIBADGER METER INC
$94.7M
GTYGETTY RLTY CORP NEW
$93.9M
AMZNAMAZON COM INC
$93.7M
CSGPCOSTAR GROUP INC
$91.5M
PNRPENTAIR PLC
$86.0M
IDXXIDEXX LABS INC
$83.3M
JBTJOHN BEAN TECHNOLOGY
$81.2M
BROBROWN & BROWN INC
$77.2M
ODFLOLD DOMINION FGHT
$77.2M
OFLXOMEGA FLEX
$76.0M
ACNACCENTURE PLC
$75.2M
MNSTMONSTER BEVERAGE CRP
$74.5M
ATRIUSDATRION CORP
$73.8M
ROPROPER TECHNOLOGIES
$71.8M
MTDMETTLER TOLEDO INTL
$70.3M
SYBTSTOCK YARDS BANC
$67.9M
NKENIKE INC
$66.1M
WABWABTEC
$64.5M
LKFNLAKELAND FINL CORP
$62.6M
OLOGBXOLO INC
$62.0M
MAXMEDIAALPHA INC
$61.2M
CAECAE INC
$61.0M
HLLYHOLLEY INC
$56.1M
METAMETA PLATFORMS INC
$54.0M
LLYLILLY ELI & CO
$53.2M
WDAYWORKDAY INC
$53.2M
GLBEGLOBAL E ONLINE LTD
$51.1M
MARMARRIOTT INTL INC
$48.6M
HDHOME DEPOT INC
$48.5M
UBERUBER TECHNOLOGIES
$48.3M
FANGDIAMONDBACK ENERGY
$45.2M
CSMPROSHARES TR
$44.2M
DDOGDATADOG INC
$44.1M
MRSHMARSH & MCLENNAN COS
$43.4M
PSMTPRICESMART INC
$43.2M
AAPLAPPLE INC
$43.0M
BF/BBROWN FORMAN CORP
$41.9M
TROWPRICE T ROWE GROUP
$40.6M
PAYCPAYCOM SOFTWARE
$40.6M
MCXMCCORMICK & CO INC
$40.0M
DVDOUBLEVERIFY HLDS
$39.8M
PGRPROGRESSIVE CORP
$39.5M
NETCLOUDFLARE INC
$39.1M
HQYHEALTHEQUITY INC
$38.5M
PNCPNC FINL SVCS GRP
$38.3M
FTSFORTIS INC
$38.3M
UNHUNITEDHEALTH GRP INC
$37.8M
TRUTRANSUNION
$37.5M
MSFTMICROSOFT CORP
$37.0M
FRPTFRESHPET INC
$35.9M
DHRDANAHER CORP
$35.8M
NVECNVE CORP
$35.4M
NFLXNETFLIX INC
$33.4M
SNOWSNOWFLAKE INC
$33.2M
FLT1EURFLEETCOR TECHNOLOG
$32.5M
ORCLORACLE CORP
$32.1M
LOWLOWES CO
$32.0M
ABNBAIRBNB INC
$31.3M
PFEPFIZER INC
$30.1M
TTTRANE TECHNOLOGI PLC
$30.1M
ECLECOLAB INC
$30.0M
IWNISHARES
$29.6M
GOOGLALPHABET INC
$28.7M
INTUINTUIT
$26.9M
LINLINDE PLC
$26.9M
SHOPSHOPIFY INC
$26.8M
SPGIS&P GLOBAL INC
$26.3M
USFRWISDOMTREE TRUST
$26.3M
HALHALLIBURTON
$25.7M
BJBJS WHSL CLUB HLDGS
$25.1M
XYZBLOCK INC
$25.0M
PEPPEPSICO INC
$24.9M
RBLXROBLOX CORP
$24.9M
AMSWAUSDAMER SOFTWARE INC
$24.8M
MCOMOODYS CORP
$24.8M
AZOAUTOZONE INC
$24.7M
IBMINTL BUSINESS MCHN
$23.8M
TOSTTOAST INC
$23.5M
ABBVABBVIE INC
$23.2M
DVNDEVON ENERGY CORP
$22.9M
TRVTRAVELERS CO(THE)
$22.8M
MUSAMURPHY USA INC
$22.7M
PLDPROLOGIS INC
$22.6M
IWMISHARES
$22.2M
IGSBISHARES TR
$22.2M
ARKKARK ETF TRUST ARK
$21.4M
SYKSTRYKER CORP
$21.0M
JNJJOHNSON & JOHNSON
$20.9M
STESTERIS PLC
$20.6M
LSCCLATTICE SEMICONDUCTR
$20.2M
GNTXGENTEX CORP
$20.1M
ULTAULTA BEAUTY INC
$19.7M
EMNEASTMAN CHEM CO
$19.6M
PreviousPage 2 of 10Next