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 DEI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,235,261 | 2,254,274 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,698,722 | 1,519,447 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,556,290 | 1,448,702 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,308,025 | 1,416,757 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,262,528 | 1,203,908 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,478,671 | 1,157,256 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,871,403 | 1,187,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,337,319 | 1,227,447 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $16,765,223 | 1,208,740 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,999,010 | 1,103,380 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,780,288 | 1,001,590 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,815,611 | 939,985 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,615,069 | 455,399 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,455,205 | 411,684 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,298,263 | 407,042 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,108,016 | 451,654 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,727,565 | 410,759 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,649,005 | 407,433 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,583,751 | 398,094 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,350,367 | 397,096 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,515,726 | 398,590 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,200,305 | 383,835 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,434,930 | 336,053 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,542,997 | 213,405 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,985,639 | 163,410 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||