13F
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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

13F equity value
$34.0B
Positions
957
Top 10 concentration
20.3%
Quarters / total new picks
32 / 1,314
13F equity value over time
$0M$23B$45B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 32 quarters, returned +2.5% per quarter — versus +2.7% per quarter from simply owning every 13F stock. It beat that baseline in only 40.6% of quarters (excess t = -0.64, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-1.0%
t-stat
-0.64
Quarterly win rate
41%
Annualized excess
-1.3%
$1 → follow vs universe
$1.90 vs $2.09
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220210930: universe 1.51920211231: universe 1.29220220331: universe 1.38720220630: universe 1.28520220930: universe 1.38120221231: universe 1.28220230331: universe 1.35120230630: universe 1.30320230930: universe 1.47920231231: universe 1.54520240331: universe 1.58020240630: universe 1.72320240930: universe 1.70820241231: universe 1.59420250331: universe 1.73820250630: universe 1.79320250930: universe 2.01620251231: universe 2.085 20180331: follow 0.98420180630: follow 0.95520180930: follow 0.92820181231: follow 0.93820190331: follow 0.96020190630: follow 1.04920190930: follow 1.10420191231: follow 0.88620200331: follow 1.02020200630: follow 1.13020200930: follow 1.34820201231: follow 1.34120210331: follow 1.32820210630: follow 1.36220210930: follow 1.16020211231: follow 0.97820220331: follow 1.27020220630: follow 1.18820220930: follow 1.26520221231: follow 1.16220230331: follow 1.20720230630: follow 1.19520230930: follow 1.26020231231: follow 1.38720240331: follow 1.41620240630: follow 1.59220240930: follow 1.65420241231: follow 1.58820250331: follow 1.63320250630: follow 1.65720250930: follow 1.88720251231: follow 1.898 0.82 1.53 2.25 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 957 · 2026 Q1

Ticker Value Weight QoQ
JKHY $863M
2.5%
TRIM
PRI $769M
2.3%
TRIM
TTC $740M
2.2%
TRIM
TDY $726M
2.1%
TRIM
RBC $719M
2.1%
TRIM
IBKR $672M
2.0%
TRIM
SSD $667M
2.0%
TRIM
WTS $618M
1.8%
HOLD
POOL $577M
1.7%
ADD
FCN $576M
1.7%
TRIM
GOLF $554M
1.6%
TRIM
LSTR $550M
1.6%
HOLD
NDSN $544M
1.6%
TRIM
ALLE $528M
1.6%
TRIM
EME $522M
1.5%
TRIM
ROL $518M
1.5%
ADD
WRB $515M
1.5%
TRIM
LPLA $505M
1.5%
TRIM
ZWS $487M
1.4%
TRIM
WSO $484M
1.4%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ARMAVYBRCCHRWCVEHNGEKGCKRMNNTNXNYTOXYSCHESNSPDWSPTLVIGIVONGVYMWPMXSSPX

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.