Manhattan West Asset Management, LLC — 13F Holdings & Portfolio

CIK 1904770 · latest 13F-HR filed 2026-05-14

Manhattan West Asset Management, LLC manages $511.2M in 13F-reported U.S. long-equity assets across 149 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (5.73%), GOOGL (4.92%), CMF (4.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 14 new positions, exited 6, added to 54, and trimmed 39.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$511.2M

Long-equity book

Holdings

149

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+14 / −6 / ↑54 / ↓39

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$4.9M +166.0%
  • ISHARES TR$3.2M +17.0%
  • NVIDIA CORPORATION$2.8M +10.7%
  • ASML HLDG NV$2.4M +30.6%
  • UBER TECHNOLOGIES INC$1.9M +30.7%
Show all 54

Top Trims

  • MICROSOFT CORP-$3.1M -13.8%
  • CISCO SYS INC-$2.5M -59.1%
  • VANECK ETF TRUST-$2.2M -20.3%
  • FIRST TR EXCHANGE-TRADED FD-$1.9M -34.2%
  • BROADCOM INC-$1.5M -14.6%
Show all 39

New Positions

  • IQVIA HLDGS INC$2.5M
  • VANGUARD CALIF TAX FREE FDS$2.4M
  • VANGUARD MUN BD FDS$725.8K
  • NEOS ETF TRUST$420.4K
  • VANGUARD SCOTTSDALE FDS$407.9K
Show all 14

Exited Positions

  • ICON PLC$3.3M
  • NIKE INC$461.3K
  • ORACLE CORP$257.3K
  • INTERNATIONAL BUSINESS MACHS$255.3K
  • SPDR SERIES TRUST$239.1K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $29.3M 5.73% 168,057 SH
2 ALPHABET INC GOOGL 02079K305 $25.1M 4.92% 87,397 SH
3 ISHARES TR CMF 464288356 $22.6M 4.42% 397,775 SH
4 ISHARES TR MBB 464288588 $21.8M 4.26% 229,499 SH
5 MICROSOFT CORP MSFT 594918104 $19.6M 3.83% 52,906 SH
6 AMAZON COM INC AMZN 023135106 $17.5M 3.42% 84,031 SH
7 ISHARES TR IEFA 46432F842 $17.0M 3.32% 187,413 SH
8 APPLE INC AAPL 037833100 $16.6M 3.25% 65,532 SH
9 ISHARES TR MUB 464288414 $15.0M 2.93% 140,890 SH
10 SPDR SERIES TRUST SPTL 78464A664 $13.9M 2.72% 528,153 SH
11 SPDR SERIES TRUST SPTS 78468R101 $12.8M 2.50% 438,612 SH
12 SELECT SECTOR SPDR TR XLU 81369Y886 $11.7M 2.29% 255,135 SH
13 FIRST TR EXCH TRADED FD III FMHI 33739P301 $10.8M 2.12% 227,982 SH
14 ASML HLDG NV ASML N07059210 $10.3M 2.02% 7,831 SH
15 ISHARES TR IVV 464287200 $10.1M 1.97% 15,405 SH
16 VANECK ETF TRUST MLN 92189F536 $8.8M 1.73% 507,317 SH
17 BROADCOM INC AVGO 11135F101 $8.8M 1.72% 28,476 SH
18 JPMORGAN CHASE & CO JPM 46625H100 $8.6M 1.69% 29,324 SH
19 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $8.4M 1.65% 17,621 SH
20 UBER TECHNOLOGIES INC UBER 90353T100 $8.0M 1.56% 110,702 SH
21 ISHARES TR LMUB 46438G448 $7.9M 1.55% 158,388 SH
22 CITIGROUP INC C 172967424 $7.0M 1.36% 61,321 SH
23 GENERAL DYNAMICS CORP GD 369550108 $6.1M 1.20% 17,811 SH
24 COSTCO WHOLESALE CORPORATION COST 22160K105 $5.8M 1.14% 5,831 SH
25 ISHARES TR IGIB 464288638 $5.8M 1.13% 108,835 SH
26 D R HORTON INC DHI 23331A109 $5.7M 1.12% 41,877 SH
27 LINDE PLC LIN G54950103 $5.0M 0.99% 10,169 SH
28 PHILIP MORRIS INTL INC PM 718172109 $5.0M 0.98% 30,454 SH
29 PROCTER & GAMBLE CO PG 742718109 $5.0M 0.98% 34,527 SH
30 NETFLIX INC. NFLX 64110L106 $5.0M 0.97% 51,644 SH
31 LEIDOS HOLDINGS INC LDOS 525327102 $4.8M 0.95% 31,069 SH
32 GOLDMAN SACHS GROUP INC GS 38141G104 $4.7M 0.92% 5,544 SH
33 SPDR SERIES TRUST SPYM 78464A854 $4.5M 0.89% 59,319 SH
34 SPDR SERIES TRUST SPMD 78464A847 $4.4M 0.87% 74,685 SH
35 VISA INC V 92826C839 $4.2M 0.82% 13,868 SH
36 ISHARES TR SUB 464288158 $4.0M 0.79% 37,872 SH
37 FORTINET INC FTNT 34959E109 $3.9M 0.76% 47,833 SH
38 SANOFI SA SNY 80105N105 $3.8M 0.75% 79,249 SH
39 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $3.7M 0.72% 73,615 SH
40 AUTOLIV INC ALV 052800109 $3.5M 0.68% 33,170 SH
41 JOHNSON & JOHNSON JNJ 478160104 $3.4M 0.67% 14,093 SH
42 SNOWFLAKE INC SNOW 833445109 $3.3M 0.65% 22,129 SH
43 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $3.1M 0.60% 39,313 SH
44 TARGA RES CORP TRGP 87612G101 $3.1M 0.60% 12,253 SH
45 QUALCOMM INC QCOM 747525103 $3.1M 0.60% 23,750 SH
46 PFIZER INC PFE 717081103 $3.0M 0.59% 107,519 SH
47 VANGUARD INDEX FDS VNQ 922908553 $2.9M 0.57% 32,924 SH
48 EXXON MOBIL CORP XOM 30231G102 $2.9M 0.57% 17,202 SH
49 SELECT SECTOR SPDR TR XLV 81369Y209 $2.9M 0.57% 19,717 SH
50 UNITEDHEALTH GROUP INC UNH 91324P102 $2.8M 0.55% 10,374 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $511.2M 149 0001420506-26-001001
2025-12-31 2026-02-02 $488.6M 141 0001420506-26-000123
2025-09-30 2025-11-24 $473.4M 140 0001420506-25-003476