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 |
|---|---|---|---|---|
| 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 HON
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $447,717,737 | 1,980,789 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $372,616,242 | 1,909,971 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $361,989,102 | 1,824,563 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $326,956,427 | 1,489,612 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $301,836,196 | 1,512,388 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $295,161,128 | 1,386,365 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $268,548,386 | 1,378,404 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $298,603,849 | 1,483,650 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $288,205,469 | 1,489,822 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $288,124,208 | 1,457,726 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $256,023,412 | 1,470,395 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $282,916,545 | 1,446,624 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $254,943,701 | 1,415,316 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $291,802,120 | 1,444,713 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $229,875,664 | 1,460,730 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $236,359,715 | 1,442,826 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $264,501,671 | 1,442,267 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $262,848,442 | 1,337,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $268,744,678 | 1,343,217 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $280,579,005 | 1,357,166 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $286,528,499 | 1,400,501 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $289,286,100 | 1,443,030 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $226,272,208 | 1,458,446 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $200,583,537 | 1,471,880 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $190,955,875 | 1,514,345 | Shares | Sole | 2020-05-06 | |
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