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 CSWC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,177,561 | 188,859 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,562,944 | 206,002 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,785,263 | 218,905 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,708,051 | 258,986 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,408,875 | 287,136 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,588,549 | 301,950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,760,236 | 306,850 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,393,600 | 360,046 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $9,318,192 | 373,325 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,922,907 | 376,494 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,847,598 | 386,358 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,757,414 | 393,378 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,135,238 | 401,307 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,119,414 | 416,340 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,184,525 | 424,116 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,002,292 | 434,435 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,357,456 | 436,471 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,031,534 | 436,374 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,406,388 | 452,994 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,525,466 | 453,098 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,119,740 | 456,667 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,392,022 | 472,790 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,881,184 | 489,764 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,894,197 | 511,439 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,208,905 | 543,687 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||