FIRST MANHATTAN CO. LLC.
Top Portfolio Positions
598 positions ·
$23,849,145,458 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 CBZ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,322,178 | 160,975 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,973,199 | 138,220 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,320,131 | 138,220 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,485,081 | 132,270 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,871,117 | 143,305 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,912,811 | 145,580 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,833,087 | 146,130 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,848,610 | 146,405 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $11,512,417 | 146,655 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,469,867 | 151,300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,895,806 | 152,135 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,292,232 | 155,635 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,528,309 | 192,530 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,754,886 | 229,560 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,864,124 | 347,455 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,847,334 | 446,630 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,755,069 | 470,695 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,348,772 | 596,850 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,524,304 | 603,720 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,402,405 | 622,594 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $20,793,772 | 636,674 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $17,174,732 | 645,424 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $14,634,147 | 639,884 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,445,136 | 602,634 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $16,598,430 | 793,424 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||