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 IQV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,171,550 | 300,056 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,605,085 | 268,866 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,457,302 | 255,119 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $38,592,530 | 244,892 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $41,150,535 | 233,412 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,392,827 | 205,551 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $45,127,618 | 190,436 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,124,646 | 185,039 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $48,700,797 | 192,577 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $44,689,195 | 193,142 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $38,509,877 | 195,730 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $43,281,935 | 192,561 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,844,988 | 190,281 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $39,983,259 | 195,145 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $36,557,855 | 201,821 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,586,344 | 210,085 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $46,421,881 | 200,778 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $54,090,470 | 191,715 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $44,796,854 | 187,012 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $42,918,264 | 177,114 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $32,871,462 | 170,195 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $30,985,659 | 172,940 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $27,140,733 | 172,180 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $24,600,147 | 173,387 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,835,561 | 17,018 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||