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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
EXAS
676
DELISTED
Exact Sciences
EXAS
$208K ﹤0.01%
+3,795
New +$190K
IWP icon
677
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$207K ﹤0.01%
1,454
-9
-0.6% -$1.27K
EQT icon
678
EQT Corp
EQT
$33.2B
$207K ﹤0.01%
+3,801
New +$201K
SDY icon
679
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$206K ﹤0.01%
+1,471
New +$205K
EXR icon
680
Extra Space Storage
EXR
$31.2B
$205K ﹤0.01%
1,457
– –
GSK icon
681
GSK
GSK
$103B
$204K ﹤0.01%
+4,679
New +$183K
NEXT icon
682
NextDecade
NEXT
$1.91B
$201K ﹤0.01%
29,550
– –
BCAL icon
683
Southern California Bancorp
BCAL
$675M
$195K ﹤0.01%
11,682
– –
WNEB icon
684
Western New England Bancorp
WNEB
$289M
$186K ﹤0.01%
15,518
– –
ROIV icon
685
Roivant Sciences
ROIV
$25.2B
$183K ﹤0.01%
12,100
– –
ALDX icon
686
Aldeyra Therapeutics
ALDX
$89.3M
$181K ﹤0.01%
34,745
– –
USCB icon
687
USCB Financial Holdings
USCB
$395M
$175K ﹤0.01%
10,000
– –
IMRX icon
688
Immuneering
IMRX
$279M
$170K ﹤0.01%
24,245
-8,080
-25% -$41.9K
LNKB
689
DELISTED
LINKBANCORP
LNKB
$160K ﹤0.01%
22,500
+5,000
+29% +$36.2K
UG icon
690
United-Guardian
UG
$35.1M
$134K ﹤0.01%
17,062
– –
CERS icon
691
Cerus
CERS
$577M
$130K ﹤0.01%
82,000
+25,000
+44% +$33.8K
EEX
692
DELISTED
Emerald Holding
EEX
$129K ﹤0.01%
25,338
– –
MDXH icon
693
MDxHealth
MDXH
$21.1M
$126K ﹤0.01%
+27,000
New +$83K
NCA icon
694
Nuveen California Municipal Value Fund
NCA
$298M
$122K ﹤0.01%
13,621
– –
MYN icon
695
BlackRock MuniYield New York Quality Fund
MYN
$374M
$120K ﹤0.01%
+12,068
New +$114K
IOVA icon
696
Iovance Biotherapeutics
IOVA
$2.24B
$118K ﹤0.01%
+54,300
New +$128K
OGN icon
697
Organon & Co
OGN
$3.56B
$111K ﹤0.01%
10,438
-4,810
-32% -$47.2K
TSHA icon
698
Taysha Gene Therapies
TSHA
$1.58B
$93.2K ﹤0.01%
28,500
– –
CLSD
699
DELISTED
Clearside Biomedical
CLSD
$90.7K ﹤0.01%
22,846
-2
-0% -$14
OPK icon
700
Opko Health
OPK
$921M
$80.2K ﹤0.01%
51,750
– –
26 27
28
29 30

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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.