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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001021642

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

HOUSTON, TX · File #028-05840

Latest AUM
$10.23B
Positions
733
Top-10 Concentration
34.8%
Filings
12

Sector Allocation

Industrials
17.8%$1.83B
Technology
13.8%$1.41B
Energy
4.9%$501.0M
Healthcare
3.7%$381.5M
Materials
3.5%$360.9M
Financials
2.9%$299.0M
Utilities
1.8%$185.3M
Consumer Staples
1.3%$129.4M
Real Estate
0.0%$1.4M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ALPHABET INC-CL AGOOG496,432$155.4M4.45%
2NVIDIA CORPNVDA806,876$150.5M4.31%
3TAIWAN SEMICONDUCTOR-SP ADR874039100491,100$149.2M4.27%
4AMAZON.COM INCAMZN573,909$132.5M3.79%
5ELI LILLY & COLLY117,288$126.0M3.61%
6MICROSOFT CORPMSFT253,395$122.5M3.51%
7MONOLITHIC POWER SYSTEMS INC609839105116,951$106.0M3.03%
8META PLATFORMS INC-AMETA138,598$91.5M2.62%
9ISHARES RUSSELL 2000 VALUE INDEX FUND464287630502,405$91.0M2.61%
10JP MORGAN CHASE & COVYLD279,216$90.0M2.58%
11ALPHABET INC-CL AGOOG281,730$88.2M2.52%
12NVIDIA CORPNVDA453,925$84.7M2.42%
13APPLE INCAAPL305,130$83.0M2.37%
14BROADCOM INCAVGO238,030$82.4M2.36%
15AMAZON.COM INCAMZN351,919$81.2M2.33%
16UNITED RENTALS INCURI99,338$80.4M2.30%
17BROADCOM INCAVGO224,178$77.6M2.22%
18ELI LILLY & COLLY66,877$71.9M2.06%
19MICROSOFT CORPMSFT143,115$69.2M1.98%
20BERKSHIRE HATHAWAY INC CL BBRK-A126,969$63.8M1.83%