HoldingsChannel.com
Kayne Anderson Rudnick Investment Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
AUTOHOME INC 10,937,368 -699,517 $875,099
     ATHM10,937,368-699,517$875,099
ASPEN TECHNOLOGY INC 6,100,495 -38,738 $737,733
     AZPN6,100,495-38,738$737,733
OLD DOMINION FGHT 3,779,324 -45,994 $717,243
     ODFL3,779,324-45,994$717,243
CDW CORP 4,367,086 +27,836 $623,798
     CDW4,367,086+27,836$623,798
MARKETAXESS HLDGS 1,602,858 -30,881 $607,663
     MKTX1,602,858-30,881$607,663
PRIMERICA INC 4,237,680 +14,897 $553,274
     PRI4,237,680+14,897$553,274
PAYCOM SOFTWARE 2,050,098 +27,617 $542,784
     PAYC2,050,098+27,617$542,784
TELEDYNE TECH INC 1,296,947 -11,918 $449,445
     TDY1,296,947-11,918$449,445
RBC BEARINGS INC 2,510,618 +28,980 $397,532
     ROLL2,510,618+28,980$397,532
FACTSET RESH SYS INC 1,477,961 +15,853 $396,542
     FDS1,477,961+15,853$396,542
DOCUSIGN INC 5,128,643 -187,446 $380,084
     DOCU5,128,643-187,446$380,084
GRACO INC 7,294,174 +63,353 $379,298
     GGG7,294,174+63,353$379,298
POOL CORPORATION 1,756,531 +48,928 $373,055
     POOL1,756,531+48,928$373,055
FOX FACTORY HLDG 5,046,090 +179,451 $351,056
     FOXF5,046,090+179,451$351,056
WABCO HOLDINGS 2,293,260 -22,021 $310,737
     WBC2,293,260-22,021$310,737
SITEONE LANDSCAPE 3,303,420 +54,513 $299,455
     SITE3,303,420+54,513$299,455
SCOTTS MIRACLE GRO 2,748,114 +71,188 $291,796
     SMG2,748,114+71,188$291,796
OLLIES BARGAIN OUT 4,156,945 +39,607 $271,490
     OLLI4,156,945+39,607$271,490
INTERACTIVE BROKERS 5,813,101 -57,160 $271,007
     IBKR5,813,101-57,160$271,007
HENRY JACK & ASSOC 1,856,968 +29,029 $270,508
     JKHY1,856,968+29,029$270,508
TORO CO 3,370,518 +34,820 $268,529
     TTC3,370,518+34,820$268,529
MORNINGSTAR INC 1,760,613 +15,440 $266,399
     MORN1,760,613+15,440$266,399
ANSYS INC 1,023,135 +19,932 $263,365
     ANSS1,023,135+19,932$263,365
AAON INC 5,105,611 +506,782 $252,269
     AAON5,105,611+506,782$252,269
PRICESMART INC 3,232,187 -248,354 $229,551
     PSMT3,232,187-248,354$229,551
AVALARA INC 3,125,975 +55,883 $228,977
     AVLR3,125,975+55,883$228,977
THOR INDS INC 2,986,431 +918,447 $221,863
     THO2,986,431+918,447$221,863
SIMPSON MANUFACTURIN 2,605,261 +560,605 $209,020
     SSD2,605,261+560,605$209,020
HEICO CORP NEW      $205,865
     HEI.A2,299,394+27,969$205,865
BLACKLINE INC 3,966,167 +32,413 $204,496
     BL3,966,167+32,413$204,496
NATIONAL RESEARCH CR 2,986,977 +16,693 $196,961
     NRC2,986,977+16,693$196,961
CHARLES RIV LABS INT 1,212,910 +87,523 $185,284
     CRL1,212,910+87,523$185,284
RLI CORP 2,003,963 -296 $180,398
     RLI2,003,963-296$180,398
DRIL QUIP INC 3,704,783 -74,223 $173,792
     DRQ3,704,783-74,223$173,792
MOELIS & COMPANY 5,312,983 -386,073 $169,590
     MC5,312,983-386,073$169,590
U S PHYSICAL THERAPY 1,413,768 +14,720 $161,665
     USPH1,413,768+14,720$161,665
GROCERY OUTLET HLD 4,876,455 +4,752,798 $158,241
     GO4,876,455+4,752,798$158,241
MSCI INC 582,030 +34,186 $150,269
     MSCI582,030+34,186$150,269
CHEFS WAREHOUSE HO 3,918,275 -14,626 $149,326
     CHEF3,918,275-14,626$149,326
BROOKS AUTOMATION 3,546,226 +9,254 $148,800
     BRKS3,546,226+9,254$148,800
TERADYNE INC 2,164,138 -525,175 $147,573
     TER2,164,138-525,175$147,573
ATRION CORP 184,612 -8,462 $138,737
     ATRI184,612-8,462$138,737
HEADHUNTER GROUP P 6,396,328 +926,026 $137,201
     HHR6,396,328+926,026$137,201
MGM GROWTH PROPERTIE 4,261,967 +183,814 $131,993
     MGP4,261,967+183,814$131,993
DONALDSON INC 2,215,757 +8,469 $127,672
     DCI2,215,757+8,469$127,672
ARTISAN PARTNERS A 3,929,338 +42,155 $126,997
     APAM3,929,338+42,155$126,997
OMEGA FLEX 1,180,221 -259,939 $126,627
     OFLX1,180,221-259,939$126,627
NORDSON CORP 775,923 +58,740 $126,352
     NDSN775,923+58,740$126,352
ZEBRA TECHNOLOGIES 469,303 +41,941 $119,878
     ZBRA469,303+41,941$119,878
BANK HAWAII CORP 1,221,621 -36,822 $116,251
     BOH1,221,621-36,822$116,251

See Full List: All Stocks Held By Kayne Anderson Rudnick Investment Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Kayne Anderson Rudnick Investment Management LLC

Size ($ in 1000's)
At 12/31/2019: $20,712,179
At 09/30/2019: $19,179,498

Combined Holding Report Includes:
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Bank of New York Mellon Corp
Virtus Investment Advisers Inc.

Kayne Anderson Rudnick Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kayne Anderson Rudnick Investment Management LLC 13F filings. Link to 13F filings: SEC filings

Kayne Anderson Rudnick Investment Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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