Manhattan West Asset Management, LLC — 13F holdings

Manhattan West Asset Management, LLC reported 185 holdings worth $599M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $35.8M (6.0%)
  2. GOOGL ALPHABET INC — $33.0M (5.5%)
  3. AMZN AMAZON COM INC — $21.3M (3.6%)
  4. AAPL APPLE INC — $20.9M (3.5%)
  5. MSFT MICROSOFT CORP — $20.7M (3.5%)
  6. MBB ISHARES TR — $19.8M (3.3%)
  7. IEFA ISHARES TR — $18.8M (3.1%)
  8. CMF ISHARES TR — $18.8M (3.1%)
  9. ASML ASML Holding N V — $16.2M (2.7%)
  10. VTEC VANGUARD CALIF TAX FREE FDS — $13.8M (2.3%)