FIRST MANHATTAN CO. LLC.
Top Portfolio Positions
598 positions ·
$23,849,145,458 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
4,371,164 | $1,618,073,777 | 6.78% | |
| AAPL |
Apple Inc.
Technology
|
5,016,495 | $1,273,136,266 | 5.34% | |
| ASML |
Asml Holding NV
Technology
|
754,352 | $996,370,752 | 4.18% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
23,265,685 | $941,562,271 | 3.95% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
261,815 | $884,353,470 | 3.71% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
9,394,167 | $868,960,447 | 3.64% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,803,600 | $864,285,120 | 3.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,255,105 | $677,940,718 | 2.84% | |
| AVGO |
Broadcom Inc.
Technology
|
2,183,157 | $675,708,923 | 2.83% | |
| ORCL |
Oracle Corp
Technology
|
3,940,029 | $579,617,666 | 2.43% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AXS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,198,316 | 149,870 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,471,512 | 153,810 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,560,946 | 172,870 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,990,967 | 173,290 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,851,535 | 188,064 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,047,209 | 192,363 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,815,561 | 198,663 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,979,818 | 183,720 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,040,598 | 185,183 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,303,526 | 186,085 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,063,739 | 196,270 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,739,354 | 199,505 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,159,868 | 223,035 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,433,347 | 247,985 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,311,337 | 250,485 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,312,291 | 250,697 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,736,833 | 260,242 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,242,107 | 261,467 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,005,712 | 260,767 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,144,580 | 268,202 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,270,483 | 267,712 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,221,680 | 262,387 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,656,518 | 219,267 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,288,212 | 130,380 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,865 | 100 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||