Stock Taper 
MANHATTAN WEST ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 8.16K | $16.24M |
 The Estée Lauder Companies Inc. | EL | 8.4K | $662.97K |
 CRISPR Therapeutics AG | CRSP | 9.16K | $499.37K |
 Arthur J. Gallagher & Co. | AJG | 9.45K | $2.17M |
 Intuit Inc. | INTU | 9.97K | $2.6M |
 Tortoise Energy Infrastructure Corporation | TYG | 10.65K | $456.39K |
 Linde plc | LIN | 11.04K | $5.73M |
 UnitedHealth Group Incorporated | UNH | 11.24K | $4.67M |
 Golub Capital BDC, Inc. | GBDC | 12.06K | $155.29K |
 PayPal Holdings, Inc. | PYPL | 13.19K | $569.51K |
 Targa Resources Corp. | TRGP | 13.57K | $3.64M |
 Amrize Ltd | AMRZ | 14.01K | $746.89K |
 Visa Inc. | V | 14.86K | $5.1M |
 Johnson & Johnson | JNJ | 15.42K | $3.92M |
 Space Exploration Technologies Corp. | SPCX | 16.25K | $2.78M |
 IQVIA Holdings Inc. | IQV | 16.57K | $3.2M |
 QUALCOMM Incorporated | QCOM | 16.75K | $3.1M |
 Exxon Mobil Corporation | XOM | 18.6K | $2.54M |
 Berkshire Hathaway Inc. | BRK-B | 19.26K | $9.64M |
 Cameco Corporation | CCJ | 19.46K | $1.98M |