BRIDGES INVESTMENT MANAGEMENT INC
•CIK: 1007295•Filing: Q4 2025
Bridges Investment Management Inc., with $7.9 billion in assets under management, is known for its concentrated, high-conviction strategy, currently holding 400 positions with significant stakes in tech giants like MSFT and GOOGL. Recently, the fund has made notable shifts by adding LLY and TW, while significantly cutting NFLX and OTX, reflecting a strategic pivot towards healthcare and technology sectors.
Total AUM
$7.9B
QoQ Performance
+0.8%
Positions
400
Top 10 Concentration
40.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
GOOGL
IJH
MSFT5.5%
GOOGL5.5%
IJH5.0%
AAPL4.7%
AMZN4.2%
NVDA3.5%
BRK/A3.4%
VEA3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.4%
Technology25.2%
Financial14.6%
Consumer7.3%
Healthcare3.3%
ETF2.6%
Industrial2.4%
Materials0.6%
🚪 Exited Positionssold since Q3 2025
—
GUILD HOLDINGS CO CL A
SOLD
$14.1M
+209 more exited positions
Changes from Q3 2025
NEW3 new positions
↑72 increased
↓110 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023