Filer Name: VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
CIK: 1021642
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 205
Portfolio Value: $10.76B

Vaughan Nelson Investment Management, L.P. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NVDA US NVIDIA CORP 2,775,702 $373M 3.46% -4.5% -
MSFT US MICROSOFT CORP 843,919 $356M 3.31% -4.3% -
AMZN US AMAZON.COM INC 1,577,432 $346M 3.22% -4.5% -
GOOGL US ALPHABET INC-CL A 1,397,275 $265M 2.46% -14.4% -
DIS US WALT DISNEY CO/THE 2,075,412 $231M 2.15% -4.5% -
MPWR US MONOLITHIC POWER SYSTEMS INC 386,686 $229M 2.13% -13.3% -
ICE US INTERCONTINENTAL EXCHANGE IN 1,454,119 $217M 2.01% -4.5% -
TSM US TAIWAN SEMICONDUCTOR-SP ADR 1,070,687 $211M 1.96% 100.0% -
NOW US SERVICENOW INC 196,036 $208M 1.93% -4.4% -
JPM US JPMORGAN CHASE & CO 819,710 $196M 1.83% -26.7% -
DASH US DOORDASH INC - A 1,142,556 $192M 1.78% -4.5% -
ZTS US ZOETIS INC 1,169,288 $191M 1.77% -13.1% -
SAIA US SAIA INC 416,376 $190M 1.76% -1.8% -
META US META PLATFORMS INC-CLASS A 306,165 $179M 1.67% 11033.3% -
ORLY US O'REILLY AUTOMOTIVE INC 139,652 $166M 1.54% -4.5% -
CWK US CUSHMAN & WAKEFIELD PLC 12,474,380 $163M 1.52% 9.6% -
WAL US WESTERN ALLIANCE BANCORP 1,883,743 $157M 1.46% 4.5% -
CTVA US CORTEVA INC 2,731,022 $156M 1.45% -5.8% -
CMA US COMERICA INC 2,481,211 $153M 1.43% 3.0% -
FIX US COMFORT SYSTEMS USA INC 363,947 $154M 1.43% 2.2% -
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