VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. — 13F holdings

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. reported 721 holdings worth $11.3B in its 13F filing for Q2 2026, filed July 16, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $337M (3.0%)
  2. LLY ELI LILLY & CO — $286M (2.5%)
  3. GOOGL ALPHABET INC — $285M (2.5%)
  4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $231M (2.0%)
  5. AAPL APPLE INC — $210M (1.9%)
  6. MPWR MONOLITHIC PWR SYS INC — $200M (1.8%)
  7. IWN ISHARES TR — $194M (1.7%)
  8. CMI CUMMINS INC — $184M (1.6%)
  9. NUE NUCOR CORP — $167M (1.5%)
  10. AMZN AMAZON COM INC — $166M (1.5%)