VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Institutional investor · Portfolio as of Q4 2023
Top Holdings249 positions
Microsoft Corp. | 943,354 | $354.7M | 3.5% | $150.62 | +144.45% | 20 qtrssince 2019-Q1 | Decreased 0 |
Monolithic Power Systems Inc. | 461,087 | $290.8M | 2.9% | $483.46 | +27.87% | 10 qtrssince 2021-Q3 | Increased 62 |
SAIA INC | 663,265 | $290.7M | 2.9% | $297.82 | +47.14% | 16 qtrssince 2020-Q1 | Increased 74 |
Amazon.com, Inc. | 1.8M | $268.8M | 2.7% | $115.08 | +32.03% | 20 qtrssince 2019-Q1 | Decreased 0 |
Intercontinental Exchange Inc | 2M | $253.6M | 2.5% | $111.13 | +11.73% | 10 qtrssince 2021-Q3 | Decreased 0 |
Alphabet Inc. | 1.8M | $246.5M | 2.5% | $104.36 | +32.59% | 12 qtrssince 2021-Q1 | Increased 59 |
SALESFORCE COM INC | 896,228 | $235.8M | 2.4% | $134.75 | +92.93% | 5 qtrssince 2022-Q4 | Decreased 0 |
The Sherwin-Williams Company | 754,007 | $235.2M | 2.3% | $220.18 | +38.25% | 8 qtrssince 2022-Q1 | Decreased 0 |
O'Reilly Automotive Inc. | 211,310 | $200.8M | 2.0% | $60.59 | +4.54% | 2 qtrssince 2023-Q3 | Decreased 0 |
Zoetis Inc. | 959,516 | $189.4M | 1.9% | $168.89 | +13.71% | 2 qtrssince 2023-Q3 | Decreased 0 |
Accenture PLC | 522,378 | $183.3M | 1.8% | $296.77 | +14.74% | 2 qtrssince 2023-Q3 | Decreased 0 |
Berkshire Hathaway Inc. | 509,665 | $181.8M | 1.8% | $313.66 | +13.71% | 9 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA Corp. | 361,941 | $179.2M | 1.8% | $14.38 | +243.35% | 12 qtrssince 2021-Q1 | Decreased 0 |
WHEATON PRECIOUS METALS CORP | 3.6M | $176.1M | 1.8% | $36.60 | +278.82% | 10 qtrssince 2021-Q3 | Decreased 0 |
VERISIGN INC | 772,330 | $159.1M | 1.6% | $190.09 | +59.79% | 6 qtrssince 2022-Q3 | Increased 49 |
Union Pacific Corporation | 636,147 | $156.3M | 1.6% | $146.04 | +60.71% | 16 qtrssince 2020-Q1 | Decreased 0 |
VERISK ANALYTICS INC | 617,954 | $147.6M | 1.5% | $197.65 | -10.13% | 4 qtrssince 2023-Q1 | Decreased 0 |
DEXCOM INC | 1.2M | $144.7M | 1.4% | $93.41 | +32.85% | 8 qtrssince 2022-Q1 | Decreased 0 |
Danaher Corporation | 608,195 | $140.7M | 1.4% | $243.37 | -5.94% | 10 qtrssince 2021-Q3 | Increased 48 |
AON PLC | 480,552 | $139.9M | 1.4% | $207.08 | +32.06% | 14 qtrssince 2020-Q3 | Decreased 0 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. manages $10B across 249 positions as of Q4 2023. Top holdings: MSFT (3.5%), MPWR (2.9%), SAIA (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 54 new positions, 31 exits, 91 increased. Top move: SAIA (INCREASED, conviction 74). Portfolio: $10.0B across 249 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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