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 L
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,142,965 | 179,342 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,781,196 | 178,342 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,948,247 | 99,096 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,366,368 | 102,186 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,116,625 | 110,071 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,666,940 | 114,145 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,651,214 | 122,090 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,117,670 | 162,131 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,738,096 | 162,704 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,522,990 | 165,584 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,693,945 | 168,914 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,379,505 | 174,798 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,188,079 | 175,596 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,324,060 | 176,994 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,932,175 | 179,217 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,721,082 | 180,916 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,726,910 | 180,915 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,573,718 | 183,063 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,942,642 | 184,362 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,100,959 | 184,830 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,658,639 | 188,351 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,598,774 | 190,999 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,128,858 | 205,147 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,469,905 | 217,845 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,820,101 | 224,522 | Shares | Sole | 2020-05-06 | |
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