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 MAR
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $175,838,392 | 537,617 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $167,606,539 | 540,248 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $141,115,767 | 541,836 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $148,714,213 | 544,322 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $130,792,999 | 549,089 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $153,456,330 | 550,141 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $137,765,419 | 554,165 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $144,164,549 | 596,288 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $154,198,499 | 611,147 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $141,744,987 | 628,553 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $126,542,969 | 643,788 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $126,849,884 | 690,565 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $116,617,861 | 702,348 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $111,345,450 | 747,837 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $114,908,353 | 819,954 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $114,570,607 | 842,369 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $158,738,103 | 903,204 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $165,881,296 | 1,003,881 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $148,712,718 | 1,004,205 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $130,183,424 | 953,585 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $140,092,805 | 945,870 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $126,251,793 | 957,033 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $87,216,933 | 942,071 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $72,362,292 | 844,072 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $48,102 | 643 | Shares | Sole | 2020-05-06 | |
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