First Manhattan CO Incresed Positions in Q2 2025

First Manhattan CO

  • $33.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ANSS
Ansys Inc

Technology
636K
+ 20910.32%
$284.19 - $351.22 $181M - $223M
639K $225M
KKR
Kkr & Co. Inc.

Financial Services
378K
+ 4.53%
$92.79 - $134.29 $35.1M - $50.7M
8.72M $1.16B
AMZN
Amazon Com Inc

Consumer Cyclical
509K
+ 38.02%
$167.32 - $223.3 $85.2M - $114M
1.85M $406M
NVDA
Nvidia Corp

Technology
132K
+ 7.19%
$94.31 - $157.99 $12.4M - $20.8M
1.97M $311M
ASML
Asml Holding Nv

Technology
1.98K
+ 0.28%
$595.37 - $815.24 $1.18M - $1.62M
710K $569M
CRM
Salesforce, Inc.

Technology
336K
+ 21.83%
$236.26 - $291.15 $79.5M - $98M
1.88M $512M
BL
Blackline, Inc.

Technology
1.01M
+ 124.02%
$42.27 - $58.22 $42.8M - $58.9M
1.83M $103M
DHR
Danaher Corp

Healthcare
289K
+ 14.94%
$174.64 - $205.16 $50.5M - $59.3M
2.22M $439M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24.2K
+ 5.26%
$456.74 - $568.03 $11M - $13.7M
484K $275M
INTC
Intel Corp

Technology
1.71M
+ 168.65%
$18.13 - $22.69 $30.9M - $38.7M
2.72M $60.9M
ALLY
Ally Financial Inc.

Financial Services
398K
+ 9.34%
$30.09 - $38.95 $12M - $15.5M
4.66M $181M
SNPS
Synopsys Inc

Technology
48.6K
+ 6510.99%
$380.9 - $517.66 $18.5M - $25.1M
49.3K $25.3M
BAH
Booz Allen Hamilton Holding Corp

Industrials
190K
+ 891.43%
$99.97 - $129.69 $19M - $24.7M
212K $22.1M
COF
Capital One Financial Corp

Financial Services
566
+ 0.11%
$150.57 - $212.76 $85.2K - $120K
519K $110M
NICE
Nice Ltd.

Technology
40.8K
+ 7.01%
$141.3 - $178.32 $5.77M - $7.28M
623K $105M
UNP
Union Pacific Corp

Industrials
78.3K
+ 15.71%
$208.27 - $238.46 $16.3M - $18.7M
577K $133M
GE
General Electric CO

Industrials
13.6K
+ 7.3%
$166.81 - $257.39 $2.27M - $3.5M
200K $51.5M
NFLX
Netflix Inc

Communication Services
8.58K
+ 588.81%
$855.86 - $1339.13 $7.34M - $11.5M
10K $13.4M
UBER
Uber Technologies, Inc

Technology
54.2K
+ 20.01%
$64.62 - $93.3 $3.5M - $5.05M
325K $30.3M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
156K
+ 822.04%
$60.03 - $72.0 $9.34M - $11.2M
174K $11.6M
TGT
Target Corp

Consumer Defensive
105K
+ 152.79%
$88.76 - $105.77 $9.3M - $11.1M
173K $17.1M
BALL
Ball Corp

Consumer Cyclical
52.1K
+ 3.15%
$44.94 - $56.99 $2.34M - $2.97M
1.71M $95.7M
BXP
Boston Properties Inc

Real Estate
114K
+ 60.87%
$56.86 - $74.12 $6.48M - $8.44M
301K $20.3M
MS
Morgan Stanley

Financial Services
20.9K
+ 11.27%
$99.83 - $140.86 $2.09M - $2.95M
207K $29.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
23.8K
+ 99.19%
$141.37 - $228.57 $3.36M - $5.43M
47.7K $10.8M
APH
Amphenol Corp

Technology
6K
+ 3.22%
$59.09 - $98.75 $355K - $593K
193K $19M
MA
Mastercard Inc

Financial Services
8.44K
+ 34.87%
$479.92 - $590.74 $4.05M - $4.98M
32.6K $18.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.26K
+ 17.04%
$496.48 - $617.85 $2.61M - $3.25M
36.1K $22.3M
CBL
Cbl & Associates Properties Inc

Real Estate
196K
+ 219.16%
$22.42 - $27.27 $4.4M - $5.35M
286K $7.25M
BND
Vanguard Bd Index Fd Inc Total

ETFs
58.8K
+ 1742.45%
$72.02 - $73.82 $4.23M - $4.34M
62.1K $4.58M
VO
Vanguard Mid Cap ETF

ETFs
6.63K
+ 6.02%
$228.54 - $279.83 $1.51M - $1.85M
117K $32.7M
ARIS
Aris Water Solutions, Inc.

Utilities
352K
+ 65.17%
$19.97 - $33.53 $7.03M - $11.8M
893K $21.1M
ETN
Eaton Corp PLC

Industrials
5K
+ 22.72%
$246.52 - $356.99 $1.23M - $1.79M
27K $9.64M
VB
Vanguard Small Cap ETF

ETFs
9.79K
+ 14.35%
$193.73 - $237.37 $1.9M - $2.32M
78K $18.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58.8K
+ 56.34%
$39.89 - $49.46 $2.35M - $2.91M
163K $8.08M
AMD
Advanced Micro Devices Inc

Technology
22.1K
+ 702.1%
$78.21 - $143.81 $1.73M - $3.18M
25.3K $3.59M
EMR
Emerson Electric CO

Industrials
21.8K
+ 184.88%
$94.15 - $133.33 $2.05M - $2.9M
33.6K $4.48M
NOW
Service Now, Inc.

Technology
2.7K
+ 163.26%
$721.65 - $1040.18 $1.95M - $2.81M
4.36K $4.48M
QCOM
Qualcomm Inc

Technology
18.7K
+ 596.65%
$124.66 - $159.48 $2.33M - $2.98M
21.8K $3.47M
KD
Kyndryl Holdings, Inc.

Technology
21.8K
+ 11.52%
$27.77 - $41.96 $607K - $917K
211K $8.87M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
48.4K
+ 698.43%
$45.98 - $56.15 $2.22M - $2.72M
55.3K $3.11M
VEA
Vanguard Ftse Developed Market

ETFs
23.3K
+ 10.36%
$45.65 - $57.01 $1.07M - $1.33M
249K $14.2M
BAC
Bank Of America Corp

Financial Services
40K
+ 27.46%
$34.39 - $47.46 $1.38M - $1.9M
186K $8.79M
MLM
Martin Marietta Materials Inc

Basic Materials
298
+ 0.84%
$452.51 - $568.19 $135K - $169K
35.9K $19.7M
LOW
Lowes Companies Inc

Consumer Cyclical
83.4K
+ 5.93%
$210.83 - $235.28 $17.6M - $19.6M
1.49M $331M
CSCO
Cisco Systems, Inc.

Technology
27.8K
+ 52.01%
$53.19 - $69.38 $1.48M - $1.93M
81.3K $5.64M
NVGS
Navigator Holdings Ltd.

Energy
103K
+ 10.2%
$10.92 - $14.77 $1.13M - $1.52M
1.11M $15.8M
WMT
Walmart Inc.

Consumer Defensive
8.63K
+ 6.04%
$81.79 - $99.98 $706K - $863K
151K $14.8M
SCI
Service Corp International

Consumer Cyclical
9.22K
+ 0.76%
$73.58 - $81.65 $678K - $753K
1.22M $98.9M
Activity Summary
Buys All Purchases 237 New Holdings 46 Increased Positions 191 Sells All Sells 301 Reductions 301 Sold out 0 Options Calls 0 Puts 0
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