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 BSX
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $308,178,866 | 4,911,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $179,442,692 | 1,881,937 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,106,362 | 185,459 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,902,643 | 185,296 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,891,999 | 187,272 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,954,990 | 189,823 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,593,070 | 198,008 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,997,317 | 311,613 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $21,364,085 | 311,930 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $26,869,856 | 464,796 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $31,703,337 | 600,442 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $32,477,907 | 600,442 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,028,856 | 600,217 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $27,793,694 | 600,685 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,366,467 | 603,317 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,330,954 | 599,167 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $27,188,169 | 613,867 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,549,660 | 624,992 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $27,118,402 | 624,992 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $26,724,657 | 624,992 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $24,155,940 | 624,992 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,468,462 | 624,992 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $20,061,205 | 525,025 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $18,454,728 | 525,626 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $17,430,162 | 534,176 | Shares | Sole | 2020-05-06 | |
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