FIRST MANHATTAN CO
Top Portfolio Positions
510 positions ·
$22,993,511,752 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
|
4,358,015 | $2,107,623,214 | 9.17% |
| AAPL |
Apple Inc.
|
5,173,749 | $1,406,535,403 | 6.12% |
| KKR |
KKR & Co. Inc.
|
8,597,044 | $1,095,951,169 | 4.77% |
| BN |
BROOKFIELD Corp /ON/
|
23,795,141 | $1,091,959,020 | 4.75% |
| AZO |
Autozone Inc
|
261,314 | $886,246,431 | 3.85% |
| ASML |
Asml Holding Nv
Technology
|
792,284 | $847,632,960 | 3.69% |
| ORCL |
Oracle Corp
|
3,982,534 | $776,235,701 | 3.38% |
| AVGO |
Broadcom Inc.
|
2,211,185 | $765,291,128 | 3.33% |
| CRM |
Salesforce, Inc.
|
2,667,418 | $706,625,702 | 3.07% |
| DHR |
Danaher Corp /De/
|
2,309,711 | $528,739,042 | 2.30% |
Portfolio Trend
Holdings in LSBK
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $367,599 | 25,075 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $325,975 | 25,075 | Shares | Sole | 2025-11-14 | |
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