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 | Open |
|---|---|---|---|---|---|
| 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 MSEX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,489,422 | 143,889 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,423,235 | 147,228 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,974,744 | 147,353 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,622,909 | 159,153 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,883,410 | 169,788 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,377,350 | 178,175 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,175,284 | 186,623 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,812,233 | 187,758 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,126,620 | 192,888 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,663,872 | 192,988 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,569,016 | 189,721 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,842,949 | 171,621 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,253,320 | 195,255 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $17,562,290 | 223,240 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,205,178 | 222,865 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,838,915 | 226,265 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $23,530,209 | 223,735 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,349,910 | 219,035 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,439,344 | 198,865 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,424,787 | 200,964 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,181,557 | 204,778 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,945,705 | 206,233 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,676,977 | 220,064 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,851,616 | 221,072 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,876,609 | 264,082 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||