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 LOW
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,657,084 | 1,399,429 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $361,260,091 | 1,498,010 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $371,415,069 | 1,477,916 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $330,881,608 | 1,491,331 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $328,362,884 | 1,407,893 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $345,385,987 | 1,399,457 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $377,496,916 | 1,393,749 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $305,734,148 | 1,386,801 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $344,541,175 | 1,352,574 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $299,912,831 | 1,347,620 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $262,417,536 | 1,262,594 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $281,805,183 | 1,248,583 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $244,661,895 | 1,223,493 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $230,173,205 | 1,155,256 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $139,863,985 | 744,710 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $124,154,911 | 710,797 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $139,397,267 | 689,437 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $151,881,555 | 587,595 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $118,630,499 | 584,790 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $96,344,511 | 496,698 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $68,907,348 | 362,327 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $21,447,506 | 133,621 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,902,943 | 138,086 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,004,222 | 140,647 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,183,647 | 141,588 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||