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 BALL
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,455,103 | 2,020,895 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $107,688,645 | 2,033,012 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $91,764,349 | 1,819,999 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $95,657,456 | 1,705,428 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $86,087,591 | 1,653,305 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $65,939,614 | 1,196,075 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $71,809,663 | 1,057,424 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $64,578,158 | 1,075,944 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $72,851,860 | 1,081,530 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $62,384,063 | 1,084,563 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $32,612,620 | 655,135 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,088,065 | 396,634 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,084,750 | 110,411 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,301,087 | 64,550 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,147,709 | 65,143 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,024,473 | 73,062 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,095,880 | 67,732 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $28,881 | 300 | Shares | Sole | 2022-02-14 | |
| No quarters match your search. | ||||||