FIRST MANHATTAN CO. LLC.
Top Portfolio Positions
586 positions ·
$25,030,290,955 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
4,358,015 | $2,107,623,214 | 8.42% | |
| AAPL |
Apple Inc.
Technology
|
5,173,749 | $1,406,535,403 | 5.62% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
8,597,044 | $1,095,951,169 | 4.38% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
23,795,141 | $1,091,959,020 | 4.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,854,555 | $932,192,070 | 3.72% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
261,314 | $886,246,431 | 3.54% | |
| ASML |
Asml Holding NV
Technology
|
792,284 | $847,632,960 | 3.39% | |
| ORCL |
Oracle Corp
Technology
|
3,982,534 | $776,235,701 | 3.10% | |
| AVGO |
Broadcom Inc.
Technology
|
2,211,185 | $765,291,128 | 3.06% | |
| CRM |
Salesforce, Inc.
Technology
|
2,667,418 | $706,625,702 | 2.82% |
Portfolio Trend
24 quarters · across all stocks
Holdings in NCA
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $121,907 | 13,621 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $121,226 | 13,621 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $118,230 | 13,621 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $117,821 | 13,621 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||