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 | Open |
|---|---|---|---|---|---|
| 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 BIPH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,839,788 | 1,822,807 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $65,257,665 | 1,878,459 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $62,885,548 | 1,911,996 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $64,341,272 | 1,920,635 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $57,647,701 | 1,935,136 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $64,701,106 | 2,035,266 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $72,987,724 | 2,082,983 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $59,353,186 | 2,163,017 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $72,438,971 | 2,321,018 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $74,749,639 | 2,373,758 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $68,207,559 | 2,319,985 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $83,711,910 | 2,293,477 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $79,664,780 | 2,359,040 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $78,679,829 | 2,538,878 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $92,046,594 | 2,563,972 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $98,356,723 | 2,573,436 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $75,863,581 | 1,718,186 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $69,977,675 | 1,726,139 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $65,095,139 | 1,740,200 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $64,635,440 | 1,745,333 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $62,047,148 | 1,747,807 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $57,326,929 | 1,740,698 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $54,915,060 | 1,729,788 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $48,784,145 | 1,780,008 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $43,371,043 | 1,808,634 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||