Manhattan West Asset Management, LLC

13F filer · CIK 0001904770

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$599MU.S. long equity reported on 13F

Positions10216 new · 4 closed

Net flow last quarter+$14.8MBuys minus sells

Top 10 positions weight31.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026102 positions
NVDANvidia Corp	$35.8M	5.99%	0.00%	+6.6%	Q4 2021
GOOGLAlphabet Inc.	$33M	5.50%	0.00%	+5.6%	Q4 2021
AMZNAmazon Com Inc	$21.3M	3.55%	0.00%	+6.3%	Q4 2021
AAPLApple Inc.	$20.9M	3.49%	0.00%	+10.2%	Q4 2021
MSFTMicrosoft Corp	$20.7M	3.45%	0.00%	+4.8%	Q4 2021
ASMLAsml Holding NV	$16.2M	2.71%	0.00%	+4.2%	Q3 2023
AVGOBroadcom Inc.	$11.8M	1.97%	0.00%	+9.7%	Q4 2021
JPMJPMorgan Chase & Co	$10.1M	1.69%	0.00%	+5.4%	Q4 2021
BRK.BBerkshire Hathaway Inc	$9.64M	1.61%	Not reported	+9.3%	Q1 2022
SPTSSports Media Inc	$8.99M	1.50%	Not reported	-29.3%	Q2 2024
CCitigroup Inc	$8.93M	1.49%	0.00%	+4.1%	Q1 2022
FTNTFortinet, Inc.	$7.67M	1.28%	0.01%	+4.3%	Q3 2022
UBERUber Technologies, Inc	$7.51M	1.25%	0.01%	-6.0%	Q4 2024
DHIHorton D R Inc	$7.15M	1.19%	0.02%	+4.8%	Q1 2022
GDGeneral Dynamics Corp	$6.95M	1.16%	0.01%	+10.2%	Q4 2021
COSTCostco Wholesale Corp	$6.1M	1.02%	0.00%	+11.8%	Q4 2021
PMPhilip Morris International Inc.	$5.73M	0.96%	0.00%	+4.0%	Q4 2021
LINLinde PLC	$5.73M	0.96%	0.00%	+8.6%	Q1 2022
SNOWSnowflake Inc.	$5.53M	0.92%	0.01%	-1.9%	Q2 2023
SPMDSupermedia Inc.	$5.12M	0.85%	Not reported	+1.5%	Q2 2022
VVisa Inc.	$5.1M	0.85%	0.00%	+7.1%	Q4 2021
PGPROCTER & GAMBLE Co	$4.99M	0.83%	0.00%	-1.5%	Q4 2021
GSGoldman Sachs Group Inc	$4.77M	0.80%	0.00%	-14.9%	Q1 2022
UNHUnitedhealth Group Inc	$4.67M	0.78%	0.00%	+8.3%	Q1 2023
ALVAutoliv Inc	$4.11M	0.69%	0.05%	+6.7%	Q1 2022
LDOSLeidos Holdings, Inc.	$3.98M	0.67%	0.03%	+24.5%	Q2 2022
JNJJohnson & Johnson	$3.92M	0.65%	0.00%	+9.4%	Q4 2021
NFLXNetflix Inc	$3.88M	0.65%	0.00%	+5.2%	Q4 2023
CPCanadian Pacific Kansas City Ltd	$3.68M	0.61%	0.00%	+8.0%	Q1 2022
TRGPTarga Resources Corp.	$3.64M	0.61%	0.01%	+10.7%	Q1 2025
IQVIqvia Holdings Inc.	$3.2M	0.53%	0.01%	+12.1%	Q1 2026
SNYSanofi	$3.13M	0.52%	0.01%	-7.4%	Q1 2022
QCOMQualcomm Inc	$3.1M	0.52%	0.00%	-29.5%	Q4 2021
LLYELI LILLY & Co	$2.87M	0.48%	0.00%	+4.7%	Q3 2023
SPCXSpace Exploration Technologies Corp	$2.78M	0.46%	Not reported	New	Q2 2026
PFEPfizer Inc	$2.74M	0.46%	0.00%	+5.9%	Q1 2022
INTUIntuit Inc.	$2.6M	0.43%	0.00%	New	Q2 2026
XOMExxonMobil Holdings Corp	$2.54M	0.42%	0.00%	+8.1%	Q2 2023
AVTRAvantor, Inc.	$2.22M	0.37%	0.03%	-9.3%	Q1 2025
AJGArthur J. Gallagher & Co.	$2.17M	0.36%	0.00%	-8.8%	Q3 2025
DISWalt Disney Co	$2.16M	0.36%	0.00%	+11.3%	Q4 2021
NVONovo Nordisk A S	$2.03M	0.34%	Not reported	-1.0%	Q2 2025
CCJCameco Corp	$1.98M	0.33%	0.00%	+0.9%	Q2 2025
LOWLowes Companies Inc	$1.78M	0.30%	0.00%	+4.4%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.69M	0.28%	Not reported	-37.5%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.55M	0.26%	Not reported	-42.9%	Q4 2021
GIBCgi Inc	$1.55M	0.26%	Not reported	-20.4%	Q1 2022
GOOGAlphabet Inc.	$1.4M	0.23%	Not reported	Not reported	Q4 2021
GNRCGenerac Holdings Inc.	$1.4M	0.23%	0.01%	-4.5%	Q3 2022
EMXCEmax Holdings Corp	$1.39M	0.23%	Not reported	-2.0%	Q2 2024

Q1 2026Reported May 14, 202690 positions
NVDANvidia Corp	$29.3M	5.73%	0.00%	+18.4%	Q4 2021
GOOGLAlphabet Inc.	$25.1M	4.92%	0.00%	+6.0%	Q4 2021
MSFTMicrosoft Corp	$19.6M	3.83%	0.00%	+12.6%	Q4 2021
AMZNAmazon Com Inc	$17.5M	3.42%	0.00%	+7.4%	Q4 2021
AAPLApple Inc.	$16.6M	3.25%	0.00%	+8.9%	Q4 2021
SPTSSports Media Inc	$12.8M	2.50%	Not reported	+8.7%	Q2 2024
ASMLAsml Holding NV	$10.3M	2.02%	0.00%	+5.8%	Q3 2023
AVGOBroadcom Inc.	$8.81M	1.72%	0.00%	-4.5%	Q4 2021
JPMJPMorgan Chase & Co	$8.63M	1.69%	0.00%	+6.6%	Q4 2021
BRK.BBerkshire Hathaway Inc	$8.44M	1.65%	Not reported	+7.2%	Q1 2022
UBERUber Technologies, Inc	$7.96M	1.56%	0.01%	+48.4%	Q4 2024
CCitigroup Inc	$6.95M	1.36%	0.00%	+6.8%	Q1 2022
GDGeneral Dynamics Corp	$6.11M	1.20%	0.01%	+9.0%	Q4 2021
COSTCostco Wholesale Corp	$5.81M	1.14%	0.00%	+8.9%	Q4 2021
DHIHorton D R Inc	$5.75M	1.12%	0.01%	+9.9%	Q1 2022
LINLinde PLC	$5.04M	0.99%	0.00%	+21.2%	Q1 2022
PMPhilip Morris International Inc.	$5.04M	0.98%	0.00%	+7.1%	Q4 2021
PGPROCTER & GAMBLE Co	$4.99M	0.98%	0.00%	+7.4%	Q4 2021
NFLXNetflix Inc	$4.97M	0.97%	0.00%	+10.3%	Q4 2023
LDOSLeidos Holdings, Inc.	$4.83M	0.95%	0.02%	+9.0%	Q2 2022
GSGoldman Sachs Group Inc	$4.69M	0.92%	0.00%	+6.3%	Q1 2022
SPMDSupermedia Inc.	$4.42M	0.87%	Not reported	+14.1%	Q2 2022
VVisa Inc.	$4.19M	0.82%	0.00%	+9.8%	Q4 2021
FTNTFortinet, Inc.	$3.91M	0.76%	0.01%	+17.7%	Q3 2022
SNYSanofi	$3.82M	0.75%	0.01%	+6.1%	Q1 2022
ALVAutoliv Inc	$3.49M	0.68%	0.04%	+10.9%	Q1 2022
JNJJohnson & Johnson	$3.45M	0.67%	0.00%	+8.0%	Q4 2021
SNOWSnowflake Inc.	$3.34M	0.65%	0.01%	+71.3%	Q2 2023
CPCanadian Pacific Kansas City Ltd	$3.09M	0.60%	0.00%	+10.7%	Q1 2022
TRGPTarga Resources Corp.	$3.07M	0.60%	0.01%	+18.5%	Q1 2025
QCOMQualcomm Inc	$3.06M	0.60%	0.00%	+6.4%	Q4 2021
PFEPfizer Inc	$3.02M	0.59%	0.00%	+17.9%	Q1 2022
XOMExxonMobil Holdings Corp	$2.92M	0.57%	0.00%	-19.7%	Q2 2023
UNHUnitedhealth Group Inc	$2.81M	0.55%	0.00%	+15.7%	Q1 2023
IQVIqvia Holdings Inc.	$2.52M	0.49%	0.01%	New	Q1 2026
SPYSPDR S&P 500 ETF Trust	$2.36M	0.46%	Not reported	-1.0%	Q4 2021
AJGArthur J. Gallagher & Co.	$2.24M	0.44%	0.00%	+50.9%	Q3 2025
GIBCgi Inc	$2.2M	0.43%	Not reported	+20.6%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$2.12M	0.41%	Not reported	Not reported	Q4 2021
LLYELI LILLY & Co	$2.1M	0.41%	0.00%	+5.2%	Q3 2023
CCJCameco Corp	$2.09M	0.41%	0.00%	+6.8%	Q2 2025
DISWalt Disney Co	$1.94M	0.38%	0.00%	+13.2%	Q4 2021
AVTRAvantor, Inc.	$1.94M	0.38%	0.04%	+26.9%	Q1 2025
LOWLowes Companies Inc	$1.83M	0.36%	0.00%	+8.0%	Q4 2021
CSCOCisco Systems, Inc.	$1.72M	0.34%	0.00%	-59.4%	Q4 2021
NVONovo Nordisk A S	$1.57M	0.31%	Not reported	+34.1%	Q2 2025
GLDSPDR Gold Trust	$1.43M	0.28%	0.00%	+38.5%	Q4 2022
ENBEnbridge Inc	$1.41M	0.28%	0.00%	+9.4%	Q1 2022
GOOGAlphabet Inc.	$1.14M	0.22%	Not reported	+14.2%	Q4 2021
EMXCEmax Holdings Corp	$1.09M	0.21%	Not reported	+11.3%	Q2 2024

Q4 2025Reported Feb 2, 202686 positions
NVDANvidia Corp	$26.5M	5.42%	0.00%	-4.4%	Q4 2021
GOOGLAlphabet Inc.	$25.8M	5.28%	0.00%	-7.7%	Q4 2021
MSFTMicrosoft Corp	$22.7M	4.65%	0.00%	-2.1%	Q4 2021
AMZNAmazon Com Inc	$18.1M	3.70%	0.00%	-4.2%	Q4 2021
AAPLApple Inc.	$16.4M	3.35%	0.00%	-3.6%	Q4 2021
SPTSSports Media Inc	$11.8M	2.42%	Not reported	+26.8%	Q2 2024
AVGOBroadcom Inc.	$10.3M	2.11%	0.00%	-5.8%	Q4 2021
JPMJPMorgan Chase & Co	$8.87M	1.81%	0.00%	-2.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$8.26M	1.69%	Not reported	-1.6%	Q1 2022
ASMLAsml Holding NV	$7.92M	1.62%	0.00%	-7.7%	Q3 2023
CCitigroup Inc	$6.7M	1.37%	0.00%	-21.4%	Q1 2022
UBERUber Technologies, Inc	$6.09M	1.25%	0.00%	+27.4%	Q4 2024
GDGeneral Dynamics Corp	$5.5M	1.13%	0.01%	-3.8%	Q4 2021
DHIHorton D R Inc	$5.49M	1.12%	0.01%	-1.3%	Q1 2022
LDOSLeidos Holdings, Inc.	$5.14M	1.05%	0.02%	-5.5%	Q2 2022
COSTCostco Wholesale Corp	$4.62M	0.95%	0.00%	-6.4%	Q4 2021
PGPROCTER & GAMBLE Co	$4.61M	0.94%	0.00%	-9.1%	Q4 2021
GSGoldman Sachs Group Inc	$4.58M	0.94%	0.00%	-5.2%	Q1 2022
PMPhilip Morris International Inc.	$4.56M	0.93%	0.00%	-2.4%	Q4 2021
VVisa Inc.	$4.43M	0.91%	0.00%	-3.4%	Q4 2021
NFLXNetflix Inc	$4.39M	0.90%	0.00%	-4.6%	Q4 2023
CSCOCisco Systems, Inc.	$4.22M	0.86%	0.00%	-4.9%	Q4 2021
QCOMQualcomm Inc	$3.82M	0.78%	0.00%	-0.7%	Q4 2021
SPMDSupermedia Inc.	$3.79M	0.78%	Not reported	-2.9%	Q2 2022
SNYSanofi	$3.62M	0.74%	0.01%	-0.8%	Q1 2022
LINLinde PLC	$3.58M	0.73%	0.00%	-4.2%	Q1 2022
ALVAutoliv Inc	$3.55M	0.73%	0.04%	-2.7%	Q1 2022
ICLRIcon PLC	$3.27M	0.67%	0.02%	+5.7%	Q1 2022
FTNTFortinet, Inc.	$3.23M	0.66%	0.01%	-13.6%	Q3 2022
UNHUnitedhealth Group Inc	$2.96M	0.61%	0.00%	-12.3%	Q1 2023
SNOWSnowflake Inc.	$2.83M	0.58%	0.00%	-3.1%	Q2 2023
JNJJohnson & Johnson	$2.7M	0.55%	0.00%	-3.7%	Q4 2021
CPCanadian Pacific Kansas City Ltd	$2.62M	0.54%	0.00%	-6.3%	Q1 2022
XOMExxonMobil Holdings Corp	$2.58M	0.53%	0.00%	-3.8%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$2.5M	0.51%	Not reported	-5.0%	Q4 2021
LLYELI LILLY & Co	$2.34M	0.48%	0.00%	-2.1%	Q3 2023
GIBCgi Inc	$2.3M	0.47%	Not reported	-9.4%	Q1 2022
PFEPfizer Inc	$2.27M	0.46%	0.00%	+5.5%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$2.25M	0.46%	Not reported	+2.3%	Q4 2021
AVTRAvantor, Inc.	$2.23M	0.46%	0.03%	-12.9%	Q1 2025
DISWalt Disney Co	$2.03M	0.41%	0.00%	-12.0%	Q4 2021
TRGPTarga Resources Corp.	$1.91M	0.39%	0.00%	+45.1%	Q1 2025
AJGArthur J. Gallagher & Co.	$1.78M	0.36%	0.00%	+0.7%	Q3 2025
LOWLowes Companies Inc	$1.73M	0.35%	0.00%	-6.1%	Q4 2021
CCJCameco Corp	$1.65M	0.34%	0.00%	-2.6%	Q2 2025
NVONovo Nordisk A S	$1.62M	0.33%	Not reported	-21.2%	Q2 2025
METAMeta Platforms, Inc.	$1.22M	0.25%	Not reported	+3.4%	Q4 2021
MAMastercard Inc	$1.19M	0.24%	0.00%	-4.1%	Q3 2023
ENBEnbridge Inc	$1.14M	0.23%	0.00%	+6.3%	Q1 2022
TSLATesla, Inc.	$1.13M	0.23%	0.00%	-2.1%	Q4 2021

Q3 2025Reported Nov 24, 202586 positions
NVDANvidia Corp	$27.7M	5.85%	0.00%	-1.1%	Q4 2021
MSFTMicrosoft Corp	$24.9M	5.25%	0.00%	-1.1%	Q4 2021
GOOGLAlphabet Inc.	$21.7M	4.59%	0.00%	+0.6%	Q4 2021
AMZNAmazon Com Inc	$17.9M	3.79%	0.00%	+1.7%	Q4 2021
AAPLApple Inc.	$15.9M	3.36%	0.00%	+0.6%	Q4 2021
AVGOBroadcom Inc.	$10.4M	2.21%	0.00%	-9.9%	Q4 2021
SPTSSports Media Inc	$9.33M	1.97%	Not reported	+5.7%	Q2 2024
JPMJPMorgan Chase & Co	$8.94M	1.89%	0.00%	+0.8%	Q4 2021
BRK.BBerkshire Hathaway Inc	$8.39M	1.77%	Not reported	+0.3%	Q1 2022
ASMLAsml Holding NV	$7.76M	1.64%	0.00%	+3.0%	Q3 2023
CCitigroup Inc	$7.41M	1.57%	0.00%	-0.6%	Q1 2022
DHIHorton D R Inc	$6.54M	1.38%	0.01%	+5.6%	Q1 2022
NFLXNetflix Inc	$5.88M	1.24%	0.00%	+1.3%	Q4 2023
GDGeneral Dynamics Corp	$5.79M	1.22%	0.01%	+2.7%	Q4 2021
UBERUber Technologies, Inc	$5.73M	1.21%	0.00%	+1.7%	Q4 2024
LDOSLeidos Holdings, Inc.	$5.7M	1.20%	0.02%	-0.1%	Q2 2022
PGPROCTER & GAMBLE Co	$5.44M	1.15%	0.00%	+1.2%	Q4 2021
COSTCostco Wholesale Corp	$5.3M	1.12%	0.00%	+2.3%	Q4 2021
PMPhilip Morris International Inc.	$4.73M	1.00%	0.00%	+0.1%	Q4 2021
VVisa Inc.	$4.46M	0.94%	0.00%	+1.2%	Q4 2021
GSGoldman Sachs Group Inc	$4.38M	0.92%	0.00%	+1.4%	Q1 2022
LINLinde PLC	$4.16M	0.88%	0.00%	+2.9%	Q1 2022
FTNTFortinet, Inc.	$3.95M	0.84%	0.01%	-1.5%	Q3 2022
CSCOCisco Systems, Inc.	$3.94M	0.83%	0.00%	+0.2%	Q4 2021
SPMDSupermedia Inc.	$3.85M	0.81%	Not reported	+3.1%	Q2 2022
ALVAutoliv Inc	$3.8M	0.80%	0.04%	+0.6%	Q1 2022
QCOMQualcomm Inc	$3.74M	0.79%	0.00%	+2.7%	Q4 2021
SNYSanofi	$3.55M	0.75%	0.01%	+3.1%	Q1 2022
UNHUnitedhealth Group Inc	$3.53M	0.75%	0.00%	+1.2%	Q1 2023
SNOWSnowflake Inc.	$3.01M	0.64%	0.00%	+0.7%	Q2 2023
ICLRIcon PLC	$2.97M	0.63%	0.02%	-17.5%	Q1 2022
CPCanadian Pacific Kansas City Ltd	$2.82M	0.60%	0.00%	+2.4%	Q1 2022
AVTRAvantor, Inc.	$2.79M	0.59%	0.03%	+65.3%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$2.57M	0.54%	Not reported	-1.3%	Q4 2021
JNJJohnson & Johnson	$2.51M	0.53%	0.00%	+1.8%	Q4 2021
XOMExxonMobil Holdings Corp	$2.51M	0.53%	0.00%	+1.6%	Q2 2023
GIBCgi Inc	$2.45M	0.52%	Not reported	-6.3%	Q1 2022
DISWalt Disney Co	$2.32M	0.49%	0.00%	+1.0%	Q4 2021
NVONovo Nordisk A S	$2.24M	0.47%	Not reported	+38.8%	Q2 2025
PFEPfizer Inc	$2.2M	0.47%	0.00%	+4.5%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$2.15M	0.45%	Not reported	-3.0%	Q4 2021
AJGArthur J. Gallagher & Co.	$2.11M	0.45%	0.00%	New	Q3 2025
LOWLowes Companies Inc	$1.92M	0.40%	0.00%	+1.1%	Q4 2021
LLYELI LILLY & Co	$1.69M	0.36%	0.00%	+0.2%	Q3 2023
CCJCameco Corp	$1.55M	0.33%	0.00%	+3.2%	Q2 2025
METAMeta Platforms, Inc.	$1.31M	0.28%	Not reported	-11.8%	Q4 2021
MAMastercard Inc	$1.24M	0.26%	0.00%	Not reported	Q3 2023
TRGPTarga Resources Corp.	$1.19M	0.25%	0.00%	-1.5%	Q1 2025
GOGrocery Outlet Holding Corp.	$1.16M	0.24%	0.07%	+5.7%	Q3 2023
TSLATesla, Inc.	$1.14M	0.24%	0.00%	+0.1%	Q4 2021

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