Rockefeller Capital Management L.P.
โขCIK: 1739439โขFiling: Q4 2025
Rockefeller Capital Management L.P., led by the renowned investment strategist Jonathan Lavine, manages $55.5 billion with a focus on growth-oriented tech and healthcare stocks, as evidenced by top holdings like SPY, MSFT, and AAPL. Recently, the fund has made notable moves by adding VGLT and JPIE, which have surged by 2252% and 1683% respectively, while exiting positions in TTEN and BLK.
Total AUM
$55.5B
QoQ Performance
+8.7%
Positions
3,407
Top 10 Concentration
32.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY3.5%
MSFT3.4%
AAPL3.2%
NVDA2.9%
GOOGL2.4%
AMZN2.3%
AVGO1.8%
VOO1.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other42.3%
Technology24.8%
ETF8.7%
Consumer6.9%
Financial6.6%
Healthcare4.8%
Industrial2.2%
Energy0.9%
๐ช Exited Positionssold since Q3 2025
+4222 more exited positions
Changes from Q3 2025
NEW1 new position
โ160 increased
โ39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023