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
Technology
|
4,358,015 | $2,107,623,214 | 9.17% |
| AAPL |
Apple Inc.
Technology
|
5,173,749 | $1,406,535,403 | 6.12% |
| KKR |
KKR & Co. Inc.
Financial Services
|
8,597,044 | $1,095,951,169 | 4.77% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
23,795,141 | $1,091,959,020 | 4.75% |
| AZO |
Autozone Inc
Consumer Cyclical
|
261,314 | $886,246,431 | 3.85% |
| ASML |
Asml Holding Nv
Technology
|
792,284 | $847,632,960 | 3.69% |
| ORCL |
Oracle Corp
Technology
|
3,982,534 | $776,235,701 | 3.38% |
| AVGO |
Broadcom Inc.
Technology
|
2,211,185 | $765,291,128 | 3.33% |
| CRM |
Salesforce, Inc.
Technology
|
2,667,418 | $706,625,702 | 3.07% |
| DHR |
Danaher Corp /De/
Healthcare
|
2,309,711 | $528,739,042 | 2.30% |
Portfolio Trend
Holdings in MNSB
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,829,878 | 188,108 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,363,426 | 209,478 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,975,671 | 210,353 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,089,327 | 244,577 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,568,313 | 252,393 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,715,414 | 255,578 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,560,652 | 257,228 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,650,830 | 256,103 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,316,377 | 254,590 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,476,785 | 266,640 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,333,325 | 235,363 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,549,817 | 236,263 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,099,649 | 258,263 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,528,883 | 286,229 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,518,231 | 286,264 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,985,818 | 287,364 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,886,159 | 280,039 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,270,722 | 261,389 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,795,698 | 256,674 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,811,628 | 231,774 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,277,614 | 193,827 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,381,108 | 194,535 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,567,862 | 194,535 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,983,866 | 178,035 | Shares | Sole | 2020-05-06 | |
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