Fund Holdings — KENNEDY CAPITAL MANAGEMENT LLC

Total Portfolio Value
$4.86B
Total Bought
$877.23M
Total Sold
$801.06M
Net Transaction
+$76.17M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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NVIDIA Corporation(NVDA)14,35838,705+24,3477,11034,9720.72%+27,862
Microsoft Corporation(MSFT)26,77489,032+62,25810,06837,4580.77%+27,389
Apple Inc.(AAPL)39,231169,121+129,8907,55329,0010.60%+21,448
Silk Road Medical, Inc.01,036,063+1,036,063018,9810.39%+18,981
Eli Lilly and Company(LLY)022,344+22,344017,3830.36%+17,383
Fabrinet(FN)082,729+82,729015,6370.32%+15,637
Alphabet Inc. Class A(GOOG)098,142+98,142014,8130.30%+14,813
REV Group, Inc.362,078947,919+585,8416,57920,9400.43%+14,361
TD SYNNEX Corporation(SNX)63,477186,557+123,0806,83121,1000.43%+14,269
Amazon.com, Inc.(AMZN)076,233+76,233013,7510.28%+13,751
Biohaven Ltd.(BHVN)0221,232+221,232012,0990.25%+12,099
Thermo Fisher Scientific Inc.(TMO)020,056+20,056011,6570.24%+11,657
Gates Industrial Corporation plc
ORD SHS
1,461,6531,759,612+297,95919,61531,1630.64%+11,547
ConnectOne Bancorp, Inc.(CNOB)84,796676,791+591,9951,94313,1970.27%+11,255
Meta Platforms Inc Class A(META)14,02233,350+19,3284,96316,1940.33%+11,231
AbbVie, Inc.(ABBV)1,45362,506+61,05322511,3820.23%+11,157
UnitedHealth Group Incorporated(UNH)9,56832,055+22,4875,03715,8580.33%+10,820
Atmus Filtration Technologies, Inc.(ATMU)284,551530,838+246,2876,68417,1200.35%+10,435
Johnson & Johnson(JNJ)26,14690,934+64,7884,09814,3850.30%+10,287
Novo Nordisk A/S Class B40,184107,141+66,9574,14913,6350.28%+9,486
WNS (Holdings) Limited0186,823+186,82309,4400.19%+9,440
Veritex Holdings, Inc.0446,018+446,01809,1390.19%+9,139
Silicon Motion Technology Corporation Sponsored ADR(SIMO)128,520220,906+92,3867,87416,9970.35%+9,122
Danaher Corporation(DHR)035,421+35,42108,8450.18%+8,845
Health Catalyst, Inc.(HCAT)01,166,002+1,166,00208,7800.18%+8,780
Axcelis Technologies, Inc.5,00782,010+77,0036499,1460.19%+8,496
Marriott Vacations Worldwide Corporation(VAC)206,643238,280+31,63717,54225,6700.53%+8,128
Catalyst Pharmaceuticals, Inc.527,9021,061,704+533,8028,87416,9240.35%+8,050
Hexcel Corporation(HXL)23,740132,945+109,2051,7519,6850.20%+7,934
UMH Properties, Inc.(UMH)192,070664,377+472,3072,94310,7890.22%+7,847
Pacific Premier Bancorp, Inc.0325,500+325,50007,8120.16%+7,812
Merck & Co., Inc.(MRK)22,63776,385+53,7482,46810,0790.21%+7,611
Owens & Minor, Inc.(ACH)368,811525,849+157,0387,10714,5710.30%+7,464
Pioneer Natural Resources Company34,47355,994+21,5217,75214,6980.30%+6,946
German American Bancorp, Inc.(GABC)0197,111+197,11106,8280.14%+6,828
Lincoln National Corp(LNC)0210,444+210,44406,7190.14%+6,719
BrightView Holdings, Inc.(BV)0560,790+560,79006,6730.14%+6,673
Enerpac Tool Group Corp Class A(EPAC)484,864594,327+109,46315,07421,1940.44%+6,119
Charles River Laboratories International, Inc.(CRL)98,866108,332+9,46623,37229,3520.60%+5,980
Walt Disney Company(DIS)048,244+48,24405,9030.12%+5,903
Eagle Materials Inc.(EXP)109,647103,484-6,16322,24128,1220.58%+5,881
AdaptHealth Corp.(AHCO)1,634,5991,545,889-88,71011,91617,7930.37%+5,877
SMART Global Holdings, Inc.360,004480,037+120,0336,81512,6350.26%+5,820
Barnes Group Inc.681,079753,625+72,54622,22427,9970.58%+5,774
Broadcom Inc.(AVGO)04,318+4,31805,7230.12%+5,723
TransDigm Group Incorporated(TDG)04,633+4,63305,7060.12%+5,706
Huron Consulting Group Inc.(HURN)058,102+58,10205,6140.12%+5,614
Chevron Corporation(CVX)035,266+35,26605,5630.11%+5,563
Mastercard Incorporated Class A(MA)011,446+11,44605,5120.11%+5,512
Blackstone Inc.(BX)041,757+41,75705,4860.11%+5,486
Costco Wholesale Corporation(COST)07,467+7,46705,4710.11%+5,471
NIKE, Inc. Class B(NKE)058,032+58,03205,4540.11%+5,454
Globus Medical Inc Class A(GMED)353,496452,473+98,97718,83824,2710.50%+5,433
Visa Inc. Class A(V)019,203+19,20305,3590.11%+5,359
Chefs' Warehouse, Inc.(CHEF)659,415657,010-2,40519,40724,7430.51%+5,336
Regeneron Pharmaceuticals, Inc.(REGN)05,413+5,41305,2100.11%+5,210
AstraZeneca PLC(AZN)037,554+37,55405,0680.10%+5,068
TriMas Corporation(TRS)91,753273,200+181,4472,3247,3030.15%+4,979
Scholar Rock Holding Corp.(SRRK)0275,894+275,89404,9000.10%+4,900
Agilent Technologies, Inc.(A)67,14497,434+30,2909,33514,1780.29%+4,843
DoubleVerify Holdings, Inc.(DV)0137,521+137,52104,8350.10%+4,835
Summit Materials, Inc. Class A195,249276,429+81,1807,50912,3200.25%+4,811
Agios Pharmaceuticals, Inc.(AGIO)0159,288+159,28804,6580.10%+4,658
FARO Technologies, Inc.213,316437,589+224,2734,8069,4130.19%+4,607
FMC Corporation(FMC)221,732290,955+69,22313,98018,5340.38%+4,554
GE Healthcare Technologies Inc.(GEHC)126,640156,183+29,5439,79214,1990.29%+4,407
4D Molecular Therapeutics, Inc0136,771+136,77104,3580.09%+4,358
PepsiCo, Inc.(PEP)024,810+24,81004,3420.09%+4,342
Coherent Corp.(COHR)123,133159,150+36,0175,3609,6480.20%+4,288
Triumph Group, Inc.150,511450,918+300,4072,4956,7820.14%+4,286
Enovis Corporation(ENOV)44,597106,992+62,3952,4986,6820.14%+4,183
Novartis AG(NVS)23,10567,028+43,9232,3286,5010.13%+4,173
Stifel Financial Corp(SF)734,801702,663-32,13850,81154,9271.13%+4,116
Vicor Corporation(VICR)64,896180,862+115,9662,9166,9160.14%+4,000
Pfizer Inc.(PFE)0143,861+143,86103,9920.08%+3,992
Westamerica Bancorporation(WABC)148,148252,177+104,0298,35712,3260.25%+3,969
Cavco Industries, Inc.(CVCO)44,05648,031+3,97515,27119,1670.39%+3,897
IES Holdings, Inc.(IESC)68,16375,963+7,8005,4009,2400.19%+3,840
Carlisle Companies Incorporated(CSL)55,79954,178-1,62117,43321,2300.44%+3,796
HomeStreet, Inc.(MCHB)0247,169+247,16903,7200.08%+3,720
Chemed Corporation(CHE)22,75526,395+3,64013,30616,9430.35%+3,637
Aris Water Solutions, Inc. Class A573,171594,686+21,5154,8098,4150.17%+3,606
ArcBest Corporation(ARCB)9,98533,482+23,4971,2004,7710.10%+3,571
Cigna Group(CI)09,814+9,81403,5640.07%+3,564
IDEX Corporation(IEX)51,55760,434+8,87711,19414,7470.30%+3,554
Oshkosh Corp(OSK)30,75655,184+24,4283,3346,8820.14%+3,548
Vertex Pharmaceuticals Incorporated(VRTX)08,311+8,31103,4740.07%+3,474
Preferred Bank(PFBC)044,932+44,93203,4490.07%+3,449
Helen of Troy Limited(HELE)55,38087,701+32,3216,69010,1070.21%+3,416
Banc of California, Inc.(BANC)1,788,7641,802,075+13,31124,02327,4100.56%+3,386
Elevance Health, Inc.(ELV)06,381+6,38103,3090.07%+3,309
Reliance, Inc.(RS)65,86264,993-86918,42021,7190.45%+3,299
Smartsheet, Inc. Class A085,251+85,25103,2820.07%+3,282
Amgen Inc.(AMGN)011,397+11,39703,2400.07%+3,240
Five Star Bancorp(FSBC)41,025190,449+149,4241,0744,2850.09%+3,211
AtriCure, Inc.(ATRC)105,441227,193+121,7523,7636,9110.14%+3,148
IBEX Ltd(IBEX)63,996282,675+218,6791,2174,3620.09%+3,145
Blue Bird Corporation535,181458,088-77,09314,42817,5630.36%+3,135
AAR CORP.26,03079,393+53,3631,6244,7530.10%+3,129
Brown & Brown, Inc.(BRO)228,847221,565-7,28216,27319,3960.40%+3,123
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