Reynders McVeigh Capital Management, LLC
•CIK: 1455969•Filing: Q4 2025
Reynders McVeigh Capital Management, LLC manages $2.1B across a diversified portfolio of 196 positions. The fund exhibits significant concentration in technology and growth names, highlighted by a substantial $187.8M allocation to NVDA. Key holdings also include major tech players such as AAPL ($128.7M), GOOGL ($128.5M), and MSFT ($93.5M). This positioning suggests a conviction in market leaders within the technology and industrial sectors.
Total AUM
$2.1B
QoQ Performance
-0.1%
Positions
196
Top 10 Concentration
43.9%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
GOOGL
NVDA8.8%
AAPL6.0%
GOOGL6.0%
MSFT4.4%
MA3.7%
ROK3.6%
APH3.3%
ADI3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.0%
Technology30.7%
Consumer6.9%
Healthcare6.7%
Financial4.5%
Communication2.1%
Industrial0.4%
ETF0.2%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW7 new positions
↑65 increased
↓97 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023