FIRST MANHATTAN CO. LLC.

CIK
728083
City
NEW YORK
State / Country
NY

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

31 quarters · across all stocks

Holdings in COR

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2026-03-31 $76,274,134 242,803
2025-12-31 $90,069,481 266,675
2025-09-30 $85,761,982 274,412
2025-06-30 $82,790,084 276,105
2025-03-31 $76,885,767 276,478
2024-12-31 $59,716,124 265,783
2024-09-30 $53,063,060 235,752
2024-06-30 $52,702,851 233,923
2024-03-31 $59,054,831 243,034
2023-12-31 $50,648,967 246,611
2023-09-30 $42,767,350 237,636
2023-06-30 $49,485,298 257,160
2023-03-31 $41,269,793 257,759
2022-12-31 $43,065,874 259,887
2022-09-30 $37,993,356 280,746
2022-06-30 $40,982,936 289,673
2022-03-31 $44,820,105 289,704
2021-09-30 $28,268,559 236,656
2021-06-30 $26,929,192 235,210
2021-03-31 $21,396,409 181,218
2020-12-31 $16,991,079 173,804
2020-06-30 $15,105,826 149,904
2020-03-31 $13,278,451 150,039