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 LUCD
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $371,967 | 323,450 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $352,560 | 323,450 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $326,684 | 323,450 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $371,967 | 323,450 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,774 | 12,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,319 | 12,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,269 | 12,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,332 | 12,600 | Shares | Sole | 2024-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||