FIRST MANHATTAN CO
Top Portfolio Positions
510 positions ·
$22,993,511,752 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
4,358,015 | $2,107,623,214 | 9.17% |
| AAPL |
Apple Inc.
Technology
|
5,173,749 | $1,406,535,403 | 6.12% |
| KKR |
KKR & Co. Inc.
Financial Services
|
8,597,044 | $1,095,951,169 | 4.77% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
23,795,141 | $1,091,959,020 | 4.75% |
| AZO |
Autozone Inc
Consumer Cyclical
|
261,314 | $886,246,431 | 3.85% |
| ASML |
Asml Holding Nv
Technology
|
792,284 | $847,632,960 | 3.69% |
| ORCL |
Oracle Corp
Technology
|
3,982,534 | $776,235,701 | 3.38% |
| AVGO |
Broadcom Inc.
Technology
|
2,211,185 | $765,291,128 | 3.33% |
| CRM |
Salesforce, Inc.
Technology
|
2,667,418 | $706,625,702 | 3.07% |
| DHR |
Danaher Corp /De/
Healthcare
|
2,309,711 | $528,739,042 | 2.30% |
Portfolio Trend
Holdings in CMP
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $579,380 | 29,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $566,400 | 29,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $592,655 | 29,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $274,055 | 29,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $331,875 | 29,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $354,590 | 29,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $304,735 | 29,500 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $464,330 | 29,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $746,940 | 29,500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $824,525 | 29,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,003,000 | 29,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,011,555 | 29,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,209,500 | 29,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,136,635 | 29,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,044,005 | 29,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,852,305 | 29,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,506,860 | 29,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,899,800 | 29,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,748,170 | 29,500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,850,240 | 29,500 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,820,740 | 29,500 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,851,720 | 31,200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,933,863 | 39,669 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,526,066 | 39,669 | Shares | Sole | 2020-05-06 | |
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