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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Descartes Systems Group Inc.DSGX197.92K$13.7M
Lyft, Inc.LYFT200.42K$2.93M
Monolithic Power Systems, Inc.MPWR206.13K$284.95M
Apple Inc.AAPL209.38K$60.59M
Cisco Systems, Inc.CSCO216.37K$25.41M
The TJX Companies, Inc.TJX216.94K$32.87M
Arm Holdings plc American Depositary SharesARM220.32K$78.12M
LeMaitre Vascular, Inc.LMAT220.5K$21.16M
MSCI Inc.MSCI223.72K$125.29M
TransUnionTRU261.1K$18.84M
Marvell Technology, Inc.MRVL261.4K$77.87M
O'Reilly Automotive, Inc.ORLY262.8K$24.2M
Reddit, Inc.RDDT264.86K$45.97M
Kinsale Capital Group, Inc.KNSL286.68K$94.55M
Snowflake Inc.SNOW286.8K$72.99M
Visa Inc.V299.75K$102.84M
HP Inc.HPQ302.89K$6.65M
ServiceNow, Inc.NOW317.61K$31.53M
KLA CorporationKLAC327.17K$98.71M
Copart, Inc.CPRT332.9K$9.38M