FIRST MANHATTAN CO. LLC.

Position in INTC — Intel Corp

CIK 728083 NEW YORK, NY

Position in INTC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$647,726,255

+$396,579,778 QoQ

Shares Held

4,638,876

-18.5% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#78

of 3,546 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 98% None 0%

Technology · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $2,150,434,262 across 15 Semiconductors names. INTC ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc.	2,150,271	$812,264,870
2	INTC	Intel Corp This page	4,638,876	$647,726,255
3	NVDA	Nvidia Corp	2,531,922	$506,612,272
4	WOLF	Wolfspeed, Inc.	1,644,966	$79,369,609
5	AMD	Advanced Micro Devices Inc	66,599	$38,688,025
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd	56,887	$27,167,524
7	MU	Micron Technology Inc	9,453	$10,911,503
8	TXN	Texas Instruments Inc	35,286	$10,517,698

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$647,726,255	4,638,876	-18.5%	Shares	Sole	2026-08-14
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 filing history on record for this holder in this stock.