BENDER ROBERT & ASSOCIATES
•CIK: 894300•Filing: Q4 2025
**BENDER ROBERT & ASSOCIATES** manages $481M across a concentrated portfolio of 39 positions. The fund exhibits significant conviction in technology and growth names, with top holdings including NVDA ($88.6M) and AAPL ($77.5M). Further allocations are notable in healthcare and e-commerce, evidenced by ISRG ($41.0M) and AMZN ($30.1M). This structure suggests a high-conviction, large-cap growth mandate.
Total AUM
$481.3M
QoQ Performance
+4.0%
Positions
38
Top 10 Concentration
74.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
ISRG
AMZN
META
MLB1
NVDA18.4%
AAPL16.1%
ISRG8.5%
AMZN6.3%
META5.2%
MLB15.0%
GOOG4.6%
LLY4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology54.6%
Other26.8%
Consumer10.3%
Healthcare4.5%
Financial2.2%
Communication0.7%
Utilities0.6%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
—
UROGEN PHARMA LTD
SOLD
$692.3K
+2 more exited positions
Changes from Q3 2025
↑4 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023