§ 13F · FUND PROFILE
Manhattan West Asset Management, LLC.
AUM · $599M (13F)Positions · 185Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 179K | $36M | 6.0% | +7% |
| 2 | GOOGL | ALPHABET INC | 92K | $33M | 5.5% | +6% |
| 3 | AMZN | AMAZON COM INC | 89K | $21M | 3.6% | +6% |
| 4 | AAPL | APPLE INC | 72K | $21M | 3.5% | +10% |
| 5 | MSFT | MICROSOFT CORP | 55K | $21M | 3.5% | +5% |
| 6 | MBB | ISHARES TR | 209K | $20M | 3.3% | −9% |
| 7 | IEFA | ISHARES TR | 194K | $19M | 3.1% | +4% |
| 8 | CMF | ISHARES TR | 325K | $19M | 3.1% | −18% |
| 9 | ASML | ASML HLDG NV | 8K | $16M | 2.7% | +4% |
| 10 | VTEC | VANGUARD CALIF TAX FREE FDS | 137K | $14M | 2.3% | +458% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MANHATTAN SIGNAL
AC read
Manhattan West Asset Management, LLC is a Other fund managing $599 million in assets. The fund runs a portfolio of 185 positions.
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