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
25 quarters · across all stocks
Holdings in BXP
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,053,415 | 347,850 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,007,806 | 311,319 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,089,409 | 310,592 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,306,310 | 300,968 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,570,241 | 187,085 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,738,631 | 130,966 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,540,903 | 131,008 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,779,171 | 110,123 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,823,654 | 104,481 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,224,071 | 102,951 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,980,334 | 117,356 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,696,572 | 98,916 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,036,786 | 93,067 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,299,015 | 78,411 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,664,533 | 48,880 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,550,433 | 28,663 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,597,638 | 20,168 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,322,950 | 20,168 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,141,537 | 19,765 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,359,064 | 20,587 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,130,004 | 21,035 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,983,239 | 20,980 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,667,991 | 20,772 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,940,458 | 21,470 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||