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First Manhattan

First Manhattan Portfolio holdings

AUM $36.1B
1-Year Est. Return 11.5%
This Fund
S&P 500
This Quarter Est. Return
+6.94%
1 Year Est. Return
+11.5%
3 Year Est. Return
+74.65%
5 Year Est. Return
+103.66%
10 Year Est. Return
+354.63%
AUM
$37.9B
AUM Growth
+$2.45B
Cap. Flow
+$359M
Cap. Flow %
0.95%
Top 10 Hldgs %
57.75%
Holding
743
New
45
Increased
209
Reduced
290
Closed
29

Top Buys

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$357M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$233M
3
KNSL icon
Kinsale Capital Group
KNSL
+$142M
4
LB
LandBridge Co
LB
+$133M
5
CRM icon
Salesforce
CRM
+$88.9M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$225M
2
AMAT icon
Applied Materials
AMAT
+$141M
3
ORCL icon
Oracle
ORCL
+$98.3M
4
TMO icon
Thermo Fisher Scientific
TMO
+$84.5M
5
NICE icon
Nice
NICE
+$60.5M

Sector Composition

Rank Sector Weight
1 Financials 43.92%
2 Technology 22.77%
3 Consumer Discretionary 7.76%
4 Communication Services 6.1%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWL icon
551
iShares MSCI Switzerland ETF
EWL
$2.12B
$490K ﹤0.01%
8,875
+180
+2% +$9.86K
SPE
552
Special Opportunities Fund
SPE
$140M
$488K ﹤0.01%
32,985
– –
MGYR icon
553
Magyar Bancorp
MGYR
$118M
$484K ﹤0.01%
28,015
– –
VPU
554
Vanguard Utilities ETF
VPU
$8.83B
$474K ﹤0.01%
2,504
– –
OXY icon
555
Occidental Petroleum
OXY
$57B
$470K ﹤0.01%
9,891
+16
+0.2% +$723
VLY icon
556
Valley National Bancorp
VLY
$7.93B
$469K ﹤0.01%
43,798
– –
NBN icon
557
Northeast Bank
NBN
$1.1B
$451K ﹤0.01%
4,500
– –
XLU icon
558
State Street Utilities Select Sector SPDR ETF
XLU
$24B
$451K ﹤0.01%
10,336
-3,836
-27% -$162K
ILCV icon
559
iShares Morningstar Value ETF
ILCV
$1.3B
$450K ﹤0.01%
5,000
– –
RF icon
560
Regions Financial
RF
$26.3B
$449K ﹤0.01%
16,874
+349
+2% +$9.06K
XBI icon
561
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$445K ﹤0.01%
4,440
+640
+17% +$57.6K
CRWS icon
562
Crown Crafts
CRWS
$32.2M
$441K ﹤0.01%
147,401
– –
TEVA icon
563
Teva Pharmaceuticals
TEVA
$35.9B
$438K ﹤0.01%
21,675
– –
VXF icon
564
Vanguard Extended Market ETF
VXF
$30.3B
$429K ﹤0.01%
2,047
+67
+3% +$13.6K
TRUP icon
565
Trupanion
TRUP
$1.05B
$428K ﹤0.01%
9,893
-37
-0.4% -$1.76K
IBIT icon
566
iShares Bitcoin Trust
IBIT
$47.2B
$424K ﹤0.01%
+6,516
New +$424K
TGB
567
Trekor Metals
TGB
$2.56B
$423K ﹤0.01%
100,000
– –
VNQ icon
568
Vanguard Real Estate ETF
VNQ
$40B
$421K ﹤0.01%
4,602
-567
-11% -$51.4K
CSD icon
569
Invesco S&P Spin-Off ETF
CSD
$225M
$420K ﹤0.01%
+4,515
New +$397K
TEL icon
570
TE Connectivity
TEL
$58.8B
$420K ﹤0.01%
1,914
-215
-10% -$43.1K
DBC icon
571
Invesco DB Commodity Index Tracking Fund
DBC
$1.73B
$419K ﹤0.01%
18,600
– –
AME icon
572
Ametek
AME
$55.5B
$418K ﹤0.01%
2,222
+59
+3% +$10.9K
LITE icon
573
Lumentum
LITE
$59.4B
$416K ﹤0.01%
+2,555
New +$319K
NVO
574
Novo Nordisk
NVO
$216B
$416K ﹤0.01%
7,490
+190
+3% +$11.1K
MDT icon
575
Medtronic
MDT
$107B
$415K ﹤0.01%
4,326
+235
+6% +$21.6K
21 22
23
24 25

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First Manhattan's Q3 2025 Portfolio in Review

As of Q3 2025, First Manhattan held 743 positions worth $37.9B, up 6.9% from $35.4B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

First Manhattan's Q3 2025 filing shows 45 new, 209 increased, 290 reduced and 29 closed positions. Its largest new stake was WaterBridge Infrastructure LLC: 800,000 shares worth $20.2M. The largest sale was Ansys, an estimated $225M.

By sector, the portfolio is most concentrated in Financials at 44% of assets, down from 45% a quarter earlier, followed by Technology and Consumer Discretionary.

  • First Manhattan's largest Q3 2025 buy was WaterBridge Infrastructure LLC: 800,000 shares worth $20.2M.
  • First Manhattan added most to Synopsys in Q3 2025, an estimated $357M increase.
  • First Manhattan's biggest Q3 2025 reduction was Applied Materials, cutting an estimated $141M.
  • First Manhattan fully exited Ansys in Q3 2025, selling an estimated $225M.
  • First Manhattan's ten largest holdings make up 58% of its $37.9B portfolio in Q3 2025.
  • First Manhattan opened 45 new positions and closed 29 in Q3 2025.
  • First Manhattan's portfolio value rose 6.9% quarter-over-quarter to $37.9B.

Based on First Manhattan's 13F filing for Q3 2025, filed 14 Nov 2025.