FIRST MANHATTAN CO. LLC.

CIK

728083

City

NEW YORK

State / Country

Stock

INTC — Intel Corp

Top Portfolio Positions

600 positions · $23,861,967,337 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$251,146,477	5,691,060	+93.3%	Shares	Sole	2026-05-15
2025-12-31	$108,614,559	2,943,484	+1.6%	Shares	Sole	2026-02-17
2025-09-30	$97,177,440	2,896,496	+6.5%	Shares	Sole	2025-11-14
2025-06-30	$60,912,857	2,719,324	+168.6%	Shares	Sole	2025-08-14
2025-03-31	$22,987,697	1,012,228	-30.1%	Shares	Sole	2025-05-15
2024-12-31	$29,023,638	1,447,563	+2852.3%	Shares	Sole	2025-02-14
2024-09-30	$1,150,290	49,032	-16.5%	Shares	Sole	2024-11-14
2024-06-30	$1,819,673	58,756	-3.2%	Shares	Sole	2024-08-15
2024-03-31	$2,681,737	60,714	+3.0%	Shares	Sole	2024-05-15
2023-12-31	$2,963,041	58,966	-1.3%	Shares	Sole	2024-02-13
2023-09-30	$2,124,041	59,748	+0.4%	Shares	Sole	2023-11-14
2023-06-30	$1,990,449	59,523	-4.1%	Shares	Sole	2023-08-14
2023-03-31	$2,028,414	62,088	-10.0%	Shares	Sole	2023-05-15
2022-12-31	$1,822,824	68,968	-19.2%	Shares	Sole	2023-02-14
2022-09-30	$2,200,062	85,373	-14.8%	Shares	Sole	2022-11-14
2022-06-30	$3,750,240	100,247	-40.3%	Shares	Sole	2022-08-15
2022-03-31	$8,328,310	168,045	+21.2%	Shares	Sole	2022-05-16
2021-12-31	$7,138,827	138,618	+1.1%	Shares	Sole	2022-02-14
2021-09-30	$7,307,245	137,148	-11.9%	Shares	Sole	2021-11-15
2021-06-30	$8,741,559	155,710	+3.2%	Shares	Sole	2021-08-16
2021-03-31	$9,656,960	150,890	-0.6%	Shares	Sole	2021-05-14
2020-12-31	$7,561,330	151,773	-3.3%	Shares	Sole	2021-02-16
2020-09-30	$8,129,874	157,008	-6.9%	Shares	Sole	2020-11-12
2020-06-30	$10,088,295	168,616	+0.6%	Shares	Sole	2020-08-14
2020-03-31	$9,069,159	167,575	—	Shares	Sole	2020-05-06
No 13F history on record for this holder in this stock.