First Manhattan CO Purchases and Sells in Q2 2025

First Manhattan CO

$33.1 Billion
Q2 2025

Top Buys

Incresed Positions

191 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ANSS	636K + 20910.32%	$284.19 - $351.22 $181M - $223M	639K $225M
KKR	378K + 4.53%	$92.79 - $134.29 $35.1M - $50.7M	8.72M $1.16B
AMZN	509K + 38.02%	$167.32 - $223.3 $85.2M - $114M	1.85M $406M
NVDA	132K + 7.19%	$94.31 - $157.99 $12.4M - $20.8M	1.97M $311M
ASML	1.98K + 0.28%	$595.37 - $815.24 $1.18M - $1.62M	710K $569M
CRM	336K + 21.83%	$236.26 - $291.15 $79.5M - $98M	1.88M $512M

New Holdings

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
POOL	215K New	$285.0 - $325.66 $61.3M - $70.1M	215K $62.7M
HSIC	508K New	$62.7 - $73.66 $31.8M - $37.4M	508K $37.1M
IONQ	252K New	$20.68 - $48.04 $5.2M - $12.1M	252K $10.8M
AGG	59.1K New	$96.84 - $99.46 $5.73M - $5.88M	59.1K $5.87M
VPL	57.4K New	$65.04 - $82.18 $3.73M - $4.72M	57.4K $4.72M
IEF	34.3K New	$93.15 - $96.56 $3.19M - $3.31M	34.3K $3.28M

Top Sells

Reduced Positions

301 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-779K - 12.39%	$172.42 - $223.89 $134M - $174M	5.51M $1.13B
BRK-B	-49.7K - 2.57%	$483.48 - $539.8 $24M - $26.8M	1.88M $915M
TPL	-241 - 0.07%	$1036.28 - $1430.55 $250K - $345K	338K $357M
FTV	-1.07M - 78.44%	$52.13 - $74.29 $56M - $79.8M	295K $15.4M
ACN	-145K - 23.16%	$279.23 - $323.21 $40.6M - $47M	483K $144M
GOOG	-823K - 15.36%	$146.58 - $180.01 $121M - $148M	4.54M $805M

Activity Summary All Purchases 237 New Holdings 46 Increased Positions 191 All Sells 301 Reductions 301 Sold out 0 Calls 0 Puts 0

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