KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Q1 2023 Filing

Filed May 16, 2023

Portfolio Value

$34.0B

Holdings

785

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (785 positions)

#	Stock	Shares	Value	% Portfolio
1	AZPN1USDASPEN TECHNOLOGY INC	3,597,094	$822.0M	2.42%
2	FCNFTI CONSULTING INC	3,477,200	$686.0M	2.02%
3	PRIPRIMERICA INC	3,907,117	$671.0M	1.97%
4	IBKRINTERACTIVE BROKERS	7,501,247	$619.0M	1.82%
5	LSTRLANDSTAR SYS INC	3,273,485	$584.0M	1.72%
6	EMEEMCOR GROUP INC	3,565,326	$579.0M	1.70%
7	SITESITEONE LANDSCAPE	4,231,371	$578.0M	1.70%
8	COOCOOPER COMPANIES INC	1,531,670	$570.0M	1.68%
9	TDYTELEDYNE TECH INC	1,254,523	$560.0M	1.65%
10	POOLPOOL CORPORATION	1,618,956	$552.0M	1.62%
11	JKHYHENRY JACK & ASSOC	3,640,497	$547.0M	1.61%
12	BSYBENTLEY SYS INC	12,629,227	$542.0M	1.59%
13	WSOWATSCO INC	1,670,785	$530.0M	1.56%
14	SSDSIMPSON MANUFACTURIN	4,619,073	$506.0M	1.49%
15	ZBRAZEBRA TECHNOLOGIES	1,535,552	$487.0M	1.43%
16	EFXEQUIFAX INC	2,400,105	$486.0M	1.43%
17	RBCRBC BEARINGS INC	2,069,151	$480.0M	1.41%
18	NDSNNORDSON CORP	2,095,289	$464.0M	1.36%
19	TERTERADYNE INC	4,284,470	$460.0M	1.35%
20	FUODOLBY LABORATORIES	5,265,758	$448.0M	1.32%
21	FDSFACTSET RESH SYS INC	1,078,226	$446.0M	1.31%
22	FOXFFOX FACTORY HLDG	3,635,397	$441.0M	1.30%
23	RYANRYAN SPECIALTY HLD	10,931,990	$438.0M	1.29%
24	GGGGRACO INC	5,867,782	$427.0M	1.26%
25	MANHMANHATTAN ASSOCS IN	2,738,298	$423.0M	1.24%
26	EXPOEXPONET INC	4,180,308	$416.0M	1.22%
27	THOTHOR INDS INC	5,165,646	$410.0M	1.21%
28	GOLFACUSHNET HOLDINGS	8,046,506	$409.0M	1.20%
29	LPLALPL FINANCIAL HLDGS	2,016,167	$406.0M	1.19%
30	AKXANSYS INC	1,201,255	$399.0M	1.17%
31	WRBBERKLEY W R CORP	6,401,834	$397.0M	1.17%
32	RLIRLI CORP	2,866,768	$380.0M	1.12%
33	TTCTORO CO	3,402,222	$376.0M	1.11%
34	CRVLCORVEL CORP	1,976,764	$375.0M	1.10%
35	WTSWATTS WATER TECH	2,128,516	$357.0M	1.05%
36	SMGSCOTTS MIRACLE-GRO	4,994,632	$346.0M	1.02%
37	LIILENNOX INTL INC	1,358,358	$339.0M	1.00%
38	CRLCHARLES RIV LABS INT	1,628,363	$328.0M	0.96%
39	ALLEALLEGION PLC	3,018,439	$321.0M	0.94%
40	AAONAAON INC	3,150,753	$303.0M	0.89%
41	MKTXMARKETAXESS HLDGS	760,439	$296.0M	0.87%
42	FHBFIRST HAWAIIAN	14,037,353	$288.0M	0.85%
43	HEIHEICO CORP NEW	1,993,994	$270.0M	0.79%
44	MCMOELIS & COMPANY	7,010,589	$269.0M	0.79%
45	LCIILCI INDUSTRIES	2,404,644	$263.0M	0.77%
46	ROLROLLINS INC	6,571,180	$245.0M	0.72%
47	HLIHOULIHAN LOKEY INC	2,695,270	$235.0M	0.69%
48	APAMARTISAN PARTNERS A	6,876,994	$219.0M	0.64%
49	BILLBILL HOLDINGS INC	2,642,802	$213.0M	0.63%
50	BFAMBRIGHT HORIZONS FA	2,667,446	$205.0M	0.60%
51	SFBSSERVISFIRST BANCSH	3,676,883	$200.0M	0.59%
52	AZTAAZENTA INC	4,464,228	$198.0M	0.58%
53	SAIASAIA INC	722,258	$196.0M	0.58%
54	PSMTPRICESMART INC	2,592,064	$184.0M	0.54%
55	BANFBANCFIRST CORP	2,233,634	$184.0M	0.54%
56	FIZZNATL BEVERAGE CORP	3,498,541	$183.0M	0.54%
57	NCNONCINO INC	7,324,045	$180.0M	0.53%
58	MORNMORNINGSTAR INC	875,928	$177.0M	0.52%
59	RVLVREVOLVE GROUP INC	6,533,106	$171.0M	0.50%
60	WSTWEST PHARMACEUT SVS	460,168	$158.0M	0.46%
61	ROSTROSS STORES INC	1,501,788	$158.0M	0.46%
62	SPSCSPS COMMERCE INC	1,003,051	$152.0M	0.45%
63	EVTCEVERTEC INC	4,554,899	$152.0M	0.45%
64	GSHDGOOSEHEAD INS INC	2,897,246	$150.0M	0.44%
65	USPHU S PHYSICAL THERAPY	1,495,514	$146.0M	0.43%
66	BLBLACKLINE INC	2,159,603	$144.0M	0.42%
67	APHAMPHENOL CORPORATION	1,742,394	$141.0M	0.41%
68	HLMNHILLMAN SOLUTIONS CR	16,922,967	$141.0M	0.41%
69	NRCNATIONAL RESEARCH CR	3,211,380	$138.0M	0.41%
70	GTYGETTY RLTY CORP NEW	3,718,000	$133.0M	0.39%
71	UNFUNIFIRST CORP MASS	750,063	$131.0M	0.39%
72	AMEAMETEK INC	905,175	$131.0M	0.39%
73	CAKECHEESECAKE FACTORY	3,799,304	$131.0M	0.39%
74	OLLIOLLIES BARGAIN OUT	2,246,880	$130.0M	0.38%
75	DCIDONALDSON INC	1,991,440	$129.0M	0.38%
76	LWLAMB WESTON HLDGS	1,241,136	$129.0M	0.38%
77	BOHBANK HAWAII CORP	2,507,471	$128.0M	0.38%
78	LESLLESLIES INC	11,584,004	$126.0M	0.37%
79	ROFKFORCE INC	1,992,559	$125.0M	0.37%
80	PAYCPAYCOM SOFTWARE	411,310	$125.0M	0.37%
81	OFLXOMEGA FLEX	1,108,770	$123.0M	0.36%
82	WDFCWD 40 CO	671,737	$118.0M	0.35%
83	ROADCONSTRUCTION PARTNRS	4,265,440	$114.0M	0.34%
84	AWIARMSTRONG WORLD INDS	1,611,898	$113.0M	0.33%
85	NVDANVIDIA CORP	405,509	$112.0M	0.33%
86	FFINFIRST FINL BKSH	3,513,355	$111.0M	0.33%
87	ZTSZOETIS INC	637,601	$104.0M	0.31%
88	BRBROADRIDGE FINL SOLN	722,123	$104.0M	0.31%
89	AINALBANY INTL CORP	1,161,962	$103.0M	0.30%
90	FULFULLER H B CO	1,520,335	$102.0M	0.30%
91	VVISA INC	451,334	$100.0M	0.29%
92	JBTJOHN BEAN TECHNOLOGY	910,912	$99.0M	0.29%
93	VRSKVERISK ANALYTICS INC	510,038	$97.0M	0.29%
94	OLOGBXOLO INC	11,853,494	$96.0M	0.28%
95	CWANCLEARWATER ANALYTI	5,871,273	$93.0M	0.27%
96	ATRAPTARGROUP INC	791,070	$92.0M	0.27%
97	TTDTHE TRADE DESK	1,538,244	$92.0M	0.27%
98	DPZDOMINOS PIZZA INC	277,004	$90.0M	0.26%
99	MAXMEDIAALPHA INC	5,967,921	$88.0M	0.26%
100	SYBTSTOCK YARDS BANC	1,516,674	$83.0M	0.24%

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