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Latest KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Stock Portfolio

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Performance:
2025 Q3: 0.01%YTD: -2.74%2024: 7.64%
Performance for 2025 Q3 is 0.01%, and YTD is -2.74%, and 2024 is 7.64%.

About KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC and 13F Hedge Fund Stock Holdings

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC is a hedge fund based in BOSTON, MA. On 31-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $5.8 Billions. In it's latest 13F Holdings report, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC reported an equity portfolio of $41 Billions as of 30 Sep, 2025.

The top stock holdings of KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC are PRI, TDY, IBKR. The fund has invested 2.3% of it's portfolio in PRIMERICA INC and 2% of portfolio in TELEDYNE TECH INC.

The fund managers got completely rid off HOLLEY INC (HLLY), CONFLUENT INC (CFLT) and ANSYS INC (ANSS) stocks. They significantly reduced their stock positions in CLEARWATER ANALYTI (CWAN), DROPBOX INC (DBX) and APOLLO GLOBAL MGMT. KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC opened new stock positions in INSTALLED BUILDING (IBP), COMFORT SYS USA INC (FIX) and REDDIT INC. The fund showed a lot of confidence in some stocks as they added substantially to STEEL DYNAMICS INC (STLD), MASIMO CORP (MASI) and MURPHY USA INC (MUSA).

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Our best estimate is that KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC made a return of 0.01% in the last quarter. In trailing 12 months, it's portfolio return was -5.51%.

New Buys

Ticker$ Bought
installed building425,539,000
comfort sys usa inc41,603,100
reddit inc25,978,500
vaneck etf trust2,749,180
intapp inc2,610,400
barrick mining corp522,255
New stocks bought by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Additions

Ticker% Inc.
steel dynamics inc675,800
masimo corp335,040
murphy usa inc28,662
hawkins inc7,556
trimble inc951
veeva systems inc674
wix com ltd384
alphabet inc166
Additions to existing portfolio by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Reductions

Ticker% Reduced
accenture plc-93.97
roper technologies-89.87
ishares tr-79.31
chevron corp-69.11
bp plc-60.57
ishares-54.47
ebay inc-53.58
ishares-49.53
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Sector Distribution

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC has about 31% of it's holdings in Industrials sector.

Sector%
Industrials31
Financial Services21.3
Technology16
Consumer Cyclical10.4
Others6.1
Healthcare5
Basic Materials3.8
Consumer Defensive3
1.8

Market Cap. Distribution

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC has about 49.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP46.3
MID-CAP42.1
UNALLOCATED6.1
MEGA-CAP3
SMALL-CAP2.5

Stocks belong to which Index?

About 55.7% of the stocks held by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others44.3
S&P 50031.7
RUSSELL 200024
Top 5 Winners (%)%
BE
bloom energy corpor
253.6 %
APP
applovin corporation
105.3 %
CIEN
ciena corporation
79.1 %
LITE
lumentum hldgs inc
76.0 %
W
wayfair inc
74.6 %
Top 5 Winners ($)$
IBKR
interactive brokers
167.4 M
EME
emcor group inc
149.6 M
ALLE
allegion plc
149.0 M
ZWS
zurn elkay water sol
140.7 M
TDY
teledyne tech inc
108.4 M
Top 5 Losers (%)%
BIRD
allbirds inc
-46.9 %
CURV
torrid holdings inc
-40.7 %
FDS
factset resh sys inc
-36.0 %
IT
gartner inc
-35.0 %
CNC
centene corp del
-34.3 %
Top 5 Losers ($)$
FDS
factset resh sys inc
-171.8 M
JKHY
jack henry & associa
-147.1 M
CRVL
corvel corp
-141.0 M
LPLA
lpl financial hldgs
-108.1 M
CHH
choice hotels intl
-78.9 M

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC has 1029 stocks in it's portfolio. About 19.3% of the portfolio is in top 10 stocks. FDS proved to be the most loss making stock for the portfolio. IBKR was the most profitable stock for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC last quarter.

Last Reported on: 13 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions