FIRST MANHATTAN CO. LLC.
Top Portfolio Positions
597 positions ·
$22,984,860,338 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 | 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
Holdings in DEO
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,679,107 | 304,622 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,201,623 | 292,125 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,674,604 | 289,999 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,095,133 | 278,611 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,377,132 | 270,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,786,690 | 242,167 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,984,346 | 277,785 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,414,106 | 280,886 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $40,568,240 | 272,746 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,260,635 | 152,826 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $18,268,135 | 122,457 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,149,865 | 133,444 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,494,246 | 151,751 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,374,427 | 125,565 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,097,556 | 136,020 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,720,367 | 136,230 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $27,989,035 | 137,782 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,580,296 | 107,115 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,812,927 | 107,839 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,827,548 | 113,869 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,424,167 | 81,750 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,989,360 | 75,495 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,559,698 | 62,180 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,142,172 | 23,381 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,947,404 | 23,186 | Shares | Sole | 2020-05-06 | |
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