HoldingsChannel.com
Kayne Anderson Rudnick Investment Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
AUTOHOME INC 11,350,309 -672,883 $971,814
     ATHM11,350,309-672,883$971,814
COPART INC 11,011,968 +208,461 $823,034
     CPRT11,011,968+208,461$823,034
ASPEN TECHNOLOGY INC 6,072,554 +155,276 $754,697
     AZPN6,072,554+155,276$754,697
MARKETAXESS HLDGS 1,794,083 +31,766 $576,657
     MKTX1,794,083+31,766$576,657
OLD DOMINION FGHT 3,812,633 +182,449 $569,076
     ODFL3,812,633+182,449$569,076
PRIMERICA INC 4,201,108 +249,566 $503,926
     PRI4,201,108+249,566$503,926
CDW CORP 4,318,626 +170,713 $479,368
     CDW4,318,626+170,713$479,368
PAYCOM SOFTWARE 1,995,532 -1,829 $452,427
     PAYC1,995,532-1,829$452,427
FACTSET RESH SYS INC 1,463,128 +26,339 $419,278
     FDS1,463,128+26,339$419,278
RBC BEARINGS INC 2,471,067 +84,744 $412,200
     ROLL2,471,067+84,744$412,200
FOX FACTORY HLDG 4,813,694 -63,481 $397,178
     FOXF4,813,694-63,481$397,178
GRACO INC 7,260,481 +108,152 $364,332
     GGG7,260,481+108,152$364,332
TELEDYNE TECH INC 1,309,468 +4,907 $358,624
     TDY1,309,468+4,907$358,624
POOL CORPORATION 1,670,558 +83,807 $319,080
     POOL1,670,558+83,807$319,080
INTERACTIVE BROKERS 5,764,756 -33,845 $312,450
     IBKR5,764,756-33,845$312,450
WABCO HOLDINGS 2,317,196 -748,486 $307,260
     WBC2,317,196-748,486$307,260
MOELIS & COMPANY 8,424,366 +976,172 $294,432
     MC8,424,366+976,172$294,432
DOCUSIGN INC 5,239,211 +61,822 $260,441
     DOCU5,239,211+61,822$260,441
SCOTTS MIRACLE GRO 2,618,470 +65,413 $257,920
     SMG2,618,470+65,413$257,920
MORNINGSTAR INC 1,739,329 -6,586 $251,578
     MORN1,739,329-6,586$251,578
HENRY JACK & ASSOC 1,809,374 +62,225 $242,314
     JKHY1,809,374+62,225$242,314
HEICO CORP NEW      $233,919
     HEI.A2,262,917-11,031$233,919
AAON INC 4,562,403 -36,565 $228,942
     AAON4,562,403-36,565$228,942
AVALARA INC 2,993,969 +225,660 $216,165
     AVLR2,993,969+225,660$216,165
SITEONE LANDSCAPE 3,115,029 +169,679 $215,871
     SITE3,115,029+169,679$215,871
BLACKLINE INC 3,903,473 -32,797 $208,875
     BL3,903,473-32,797$208,875
ANSYS INC 984,852 +4,738 $201,717
     ANSS984,852+4,738$201,717
PRICESMART INC 3,719,420 +116,254 $190,138
     PSMT3,719,420+116,254$190,138
DRIL QUIP INC 3,770,299 +187,762 $180,975
     DRQ3,770,299+187,762$180,975
NATIONAL RESEARCH CR 3,132,203 -11,176 $180,384
     NRC3,132,203-11,176$180,384
OLLIES BARGAIN OUT 2,022,802 -12,384 $176,207
     OLLI2,022,802-12,384$176,207
RLI CORP 2,023,707 +62,645 $173,453
     RLI2,023,707+62,645$173,453
U S PHYSICAL THERAPY 1,392,700 -7,552 $170,703
     USPH1,392,700-7,552$170,703
ATRION CORP 186,048 +53,685 $158,652
     ATRI186,048+53,685$158,652
TORO CO 2,149,098 +89,600 $143,775
     TTC2,149,098+89,600$143,775
BROOKS AUTOMATION 3,505,720 +35,288 $135,847
     BRKS3,505,720+35,288$135,847
CHEFS WAREHOUSE HO 3,734,602 -465,359 $130,972
     CHEF3,734,602-465,359$130,972
COOPER COMPANIES INC 381,775 +27,795 $128,617
     COO381,775+27,795$128,617
MGM GROWTH PROPERTIE 4,118,024 +6,046 $126,218
     MGP4,118,024+6,046$126,218
MSCI INC 517,621 +28,484 $123,603
     MSCI517,621+28,484$123,603
TERADYNE INC 2,533,125 +170,651 $121,362
     TER2,533,125+170,651$121,362
CHEESECAKE FACTORY 2,743,821 +42,476 $119,960
     CAKE2,743,821+42,476$119,960
THOR INDS INC 2,043,739 +892 $119,457
     THO2,043,739+892$119,457
DONALDSON INC 2,246,817 +85,427 $114,273
     DCI2,246,817+85,427$114,273
WATSCO INC 695,045 +7,965 $113,661
     WSO695,045+7,965$113,661
LENNOX INTL INC 399,768 +30,406 $109,937
     LII399,768+30,406$109,937
AMAZON COM INC 57,785 -1,223 $109,423
     AMZN57,785-1,223$109,423
APTARGROUP INC 878,830 +37,607 $109,275
     ATR878,830+37,607$109,275
OMEGA FLEX 1,387,987 -7,393 $106,612
     OFLX1,387,987-7,393$106,612
BANK HAWAII CORP 1,276,861 +7,666 $105,865
     BOH1,276,861+7,666$105,865

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 06/30/2019: $18,928,740
At 03/31/2019: $17,561,145

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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