Análisis de declaraciones
Kayne Anderson Rudnick Investment Management Llc
13F-HR · período Q1 2026 · presentado May 14, 2026
$34.05BValor 13F declarado
1,193Posiciones
2Otros gestores incluidos
+21Nuevo
209Incrementada
416Reducida
−81Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| CHRW C.H. Robinson Worldwide, Inc. | $107.02M | 0.3% |
| BRC Brady Corporation | $78.02M | 0.2% |
| NYT The New York Times Company | $49.64M | 0.1% |
| KRMN Karman Holdings Inc. | $28.06M | 0.1% |
| ARM Arm Holdings plc American… | $26.22M | 0.1% |
| HNGE Hinge Health, Inc. | $14.00M | 0.0% |
| SN SharkNinja, Inc. | $12.76M | 0.0% |
| AVY Avery Dennison Corporation | $10.57M | 0.0% |
| SPDW State Street SPDR Portfolio… | $8.06M | 0.0% |
| NTNX Nutanix, Inc. | $2.01M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| LPLA LPL Financial Holdings Inc. | ▼ Trim | -26.9% | $505.42M |
| BSY Bentley Systems, Incorporated | ▼ Trim | -45.1% | $247.92M |
| ALGN Align Technology, Inc. | ▲ Add | +150.1% | $326.22M |
| JKHY Jack Henry & Associates, Inc. | ▼ Trim | -6.8% | $862.84M |
| MDY State Street SPDR S&P MIDCAP… | ▼ Trim | -52.8% | $184.14M |
| POOL Pool Corporation | ▲ Add | +61.9% | $576.68M |
| EFX Equifax Inc. | ▼ Trim | -13.1% | $411.32M |
| DPZ Domino's Pizza, Inc. | ▼ Trim | -88.3% | $17.55M |
| THO Thor Industries, Inc. | ▼ Trim | -8.7% | $342.71M |
| CHE Chemed Corporation | ▼ Trim | -60.2% | $69.93M |
Procedencia: Metadatos del índice de formularios EDGAR; análisis de la tabla de información procesada (última versión aceptada de este trimestre). No es comentario editorial — solo campos calculados.