Manhattan West Asset Management, LLC
CIK 1904770
13F filing for Q2 2026・No. 3,514
- Holdings
- US$598.9M
- Quarter change
- +US$87.67M
- Entries
- 185
- Net bought (estimate)
- +US$39.47M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 42
- Sold out 6
- Cut 59
- Added 66
- Corporate actions 0
- Unchanged 18
Largest holdings
185 stocks worth US$598.9M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 179,151 | US$35.85M | 5.99% |
| GOOGLAlphabetCAP STK CL A | Added | 92,251 | US$32.97M | 5.50% |
| AMZNAmazonCOM | Added | 89,321 | US$21.29M | 3.55% |
| AAPLAppleCOM | Added | 72,224 | US$20.9M | 3.49% |
| MSFTMicrosoftCOM | Added | 55,463 | US$20.69M | 3.45% |
| MBBISHARES TRMBS ETF | Cut | 209,076 | US$19.76M | 3.30% |
| ISHARES TRCORE MSCI EAFE | Added | 194,285 | US$18.76M | 3.13% |
| ISHARES TRCALIF MUN BD ETF | Cut | 325,296 | US$18.75M | 3.13% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Added | 8,161 | US$16.24M | 2.71% |
| VANGUARD CALIF TAX FREE FDSTAX EXEMPT BD FD | Added | 137,411 | US$13.82M | 2.31% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.