FIRST MANHATTAN CO. LLC.
Top Portfolio Positions
600 positions ·
$23,861,967,337 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 CACC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,212,365 | 2,863 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,407,098 | 3,173 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,491,841 | 3,195 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,584,327 | 3,110 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,995,176 | 3,864 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,914,457 | 4,078 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $211,954 | 478 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $343,806 | 668 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $129,614 | 235 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $125,191 | 235 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $108,128 | 235 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $119,363 | 235 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $102,469 | 235 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $249,060 | 525 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $229,950 | 525 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $248,540 | 525 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $288,944 | 525 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $154,728 | 225 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $131,692 | 225 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $102,174 | 225 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $81,051 | 225 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $77,881 | 225 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $76,194 | 225 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $94,277 | 225 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $57,530 | 225 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||