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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
+6.37%
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
$35.4B
AUM Growth
+$1.14B
Cap. Flow
+$304M
Cap. Flow %
0.86%
Top 10 Hldgs %
57.13%
Holding
724
New
46
Increased
188
Reduced
304
Closed
26

Top Buys

Rank Stock Value
1
ANSS
Ansys
ANSS
+$208M
2
AMRZ
Amrize Ltd
AMRZ
+$119M
3
AMZN icon
Amazon
AMZN
+$101M
4
UNH icon
UnitedHealth
UNH
+$93.7M
5
CRM icon
Salesforce
CRM
+$90M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$157M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$136M
3
TTWO icon
Take-Two Interactive
TTWO
+$88.7M
4
FTV icon
Fortive
FTV
+$79.7M
5
ORCL icon
Oracle
ORCL
+$70.5M

Sector Composition

Rank Sector Weight
1 Financials 44.67%
2 Technology 22.14%
3 Consumer Discretionary 7.54%
4 Communication Services 5.73%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALDX icon
676
Aldeyra Therapeutics
ALDX
$91.7M
$133K ﹤0.01%
34,745
– –
LNKB
677
DELISTED
LINKBANCORP
LNKB
$128K ﹤0.01%
+17,500
New +$120K
EEX
678
DELISTED
Emerald Holding
EEX
$123K ﹤0.01%
25,338
– –
NCA icon
679
Nuveen California Municipal Value Fund
NCA
$299M
$119K ﹤0.01%
13,621
– –
VLN icon
680
Valens Semiconductor
VLN
$182M
$114K ﹤0.01%
43,458
– –
IMRX icon
681
Immuneering
IMRX
$280M
$109K ﹤0.01%
32,325
– –
KLTR icon
682
Kaltura
KLTR
$205M
$101K ﹤0.01%
50,000
– –
NRK icon
683
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$903M
$99.9K ﹤0.01%
10,010
– –
PTEN icon
684
Patterson-UTI
PTEN
$3.96B
$83.3K ﹤0.01%
14,041
+3,600
+34% +$21.7K
CERS icon
685
Cerus
CERS
$573M
$80.4K ﹤0.01%
57,000
– –
ZVIA icon
686
Zevia
ZVIA
$107M
$70.8K ﹤0.01%
22,000
– –
OPK icon
687
Opko Health
OPK
$906M
$68.3K ﹤0.01%
51,750
– –
TSHA icon
688
Taysha Gene Therapies
TSHA
$1.66B
$65.8K ﹤0.01%
28,500
– –
ABUS icon
689
Arbutus Biopharma
ABUS
$875M
$43.3K ﹤0.01%
14,000
– –
ORIO
690
Orion Digital Corp
ORIO
$14.7M
$33.4K ﹤0.01%
26,400
– –
CALC icon
691
CalciMedica
CALC
$11.6M
$21.2K ﹤0.01%
13,226
– –
PDSB icon
692
PDS Biotechnology
PDSB
$39.1M
$19.9K ﹤0.01%
15,000
– –
GROV icon
693
Grove Collaborative
GROV
$46.2M
$13.4K ﹤0.01%
11,662
– –
OVID icon
694
Ovid Therapeutics
OVID
$439M
$8.58K ﹤0.01%
26,000
– –
ACP
695
abrdn Income Credit Strategies Fund
ACP
$646M
– –
-13,712
Closed -$80.8K
AEP icon
696
American Electric Power
AEP
$74B
– –
-1,871
Closed -$204K
AVD icon
697
American Vanguard Corp
AVD
$72.4M
– –
-50,000
Closed -$220K
AVY icon
698
Avery Dennison
AVY
$12B
– –
-1,216
Closed -$216K
CHW
699
Calamos Global Dynamic Income Fund
CHW
$543M
– –
-10,522
Closed -$67.2K
COHR icon
700
Coherent
COHR
$57.6B
– –
-5,150
Closed -$334K
25 26 27
28
29

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First Manhattan's Q2 2025 Portfolio in Review

As of Q2 2025, First Manhattan held 724 positions worth $35.4B, up 3.3% from $34.3B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

First Manhattan's Q2 2025 filing shows 46 new, 188 increased, 304 reduced and 26 closed positions. Its largest new stake was Amrize Ltd: 2,364,164 shares worth $117M. The largest sale was Apple, an estimated $157M.

By sector, the portfolio is most concentrated in Financials at 45% of assets, down from 48% a quarter earlier, followed by Technology and Consumer Discretionary.

  • First Manhattan's largest Q2 2025 buy was Amrize Ltd: 2,364,164 shares worth $117M.
  • First Manhattan added most to Ansys in Q2 2025, an estimated $208M increase.
  • First Manhattan's biggest Q2 2025 reduction was Apple, cutting an estimated $157M.
  • First Manhattan fully exited Spirit AeroSystems in Q2 2025, selling an estimated $6.85M.
  • First Manhattan's ten largest holdings make up 57% of its $35.4B portfolio in Q2 2025.
  • First Manhattan opened 46 new positions and closed 26 in Q2 2025.
  • First Manhattan's portfolio value rose 3.3% quarter-over-quarter to $35.4B.

Based on First Manhattan's 13F filing for Q2 2025, filed 14 Aug 2025.