FIRST MANHATTAN CO. LLC.
Top Portfolio Positions
597 positions ·
$22,984,860,338 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
4,371,164 | $1,618,073,777 | 7.04% |
| AAPL |
Apple Inc.
Technology
|
5,016,495 | $1,273,136,266 | 5.54% |
| ASML |
Asml Holding Nv
Technology
|
754,352 | $996,370,752 | 4.33% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
23,265,685 | $941,562,271 | 4.10% |
| AZO |
Autozone Inc
Consumer Cyclical
|
261,815 | $884,353,470 | 3.85% |
| KKR |
KKR & Co. Inc.
Financial Services
|
9,394,167 | $868,960,447 | 3.78% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,255,105 | $677,940,718 | 2.95% |
| AVGO |
Broadcom Inc.
Technology
|
2,183,157 | $675,708,923 | 2.94% |
| ORCL |
Oracle Corp
Technology
|
3,940,029 | $579,617,666 | 2.52% |
| AMAT |
Applied Materials Inc /De
Technology
|
1,505,425 | $514,539,210 | 2.24% |
Portfolio Trend
Holdings in ALLY
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,833,301 | 4,584,076 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,464,765 | 4,691,207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $183,698,099 | 4,686,176 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $181,370,597 | 4,656,498 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $155,316,977 | 4,258,760 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $152,201,270 | 4,226,639 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $143,582,302 | 4,034,344 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $135,396,605 | 3,413,073 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $143,279,899 | 3,529,931 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $124,104,632 | 3,553,970 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $81,425,172 | 3,051,918 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $79,505,285 | 2,943,550 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $73,455,323 | 2,881,731 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $69,608,416 | 2,846,970 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $77,292,259 | 2,777,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $95,734,886 | 2,856,905 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $122,841,913 | 2,825,251 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $132,271,625 | 2,778,232 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $138,922,977 | 2,721,312 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $139,499,917 | 2,798,955 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $136,520,094 | 3,019,688 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $112,337,736 | 3,150,245 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $86,177,799 | 3,437,487 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $70,703,706 | 3,565,492 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $52,876,700 | 3,664,359 | Shares | Sole | 2020-05-06 | |
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