KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NET | 503K | $107.89M |
 | TRU | 494K | $41.41M |
 | AMZN | 494K | $108.48M |
 | TBBB | 464K | $12.52M |
 | DPZ | 456K | $196.97M |
 | GOOGL | 431K | $104.74M |
 | VZ | 428K | $18.79M |
 | SHOP | 402K | $59.76M |
 | LAMR | 378K | $46.23M |
 | TTE | 377K | $22.51M |
 | NOVT | 360K | $36.02M |
 | MPWR | 355K | $327.16M |
 | BK | 347K | $37.79M |
 | PSMT | 322K | $38.99M |
 | NKE | 319K | $22.28M |
 | V | 315K | $107.65M |
 | KNSL | 302K | $128.31M |
 | ZTS | 300K | $43.95M |
 | BMI | 288K | $51.37M |
 | MSCI | 281K | $159.46M |
Cloudflare, Inc.
NET
Shares Held
503K
Value
$107.89M
TransUnion
TRU
Shares Held
494K
Value
$41.41M
Amazon.com, Inc.
AMZN
Shares Held
494K
Value
$108.48M
BBB Foods Inc.
TBBB
Shares Held
464K
Value
$12.52M
Domino's Pizza, Inc.
DPZ
Shares Held
456K
Value
$196.97M
Alphabet Inc.
GOOGL
Shares Held
431K
Value
$104.74M
Verizon Communications Inc.
VZ
Shares Held
428K
Value
$18.79M
Shopify Inc.
SHOP
Shares Held
402K
Value
$59.76M
Lamar Advertising Company
LAMR
Shares Held
378K
Value
$46.23M
TotalEnergies SE
TTE
Shares Held
377K
Value
$22.51M
Novanta Inc.
NOVT
Shares Held
360K
Value
$36.02M
Monolithic Power Systems, Inc.
MPWR
Shares Held
355K
Value
$327.16M
The Bank of New York Mellon Corporation
BK
Shares Held
347K
Value
$37.79M
PriceSmart, Inc.
PSMT
Shares Held
322K
Value
$38.99M
NIKE, Inc.
NKE
Shares Held
319K
Value
$22.28M
Visa Inc.
V
Shares Held
315K
Value
$107.65M
Kinsale Capital Group, Inc.
KNSL
Shares Held
302K
Value
$128.31M
Zoetis Inc.
ZTS
Shares Held
300K
Value
$43.95M
Badger Meter, Inc.
BMI
Shares Held
288K
Value
$51.37M
MSCI Inc.
MSCI
Shares Held
281K
Value
$159.46M