FIRST MANHATTAN CO. LLC.
Top Portfolio Positions
598 positions ·
$23,849,145,458 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 NVGS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,640,626 | 1,326,468 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,767,755 | 1,430,009 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,329,437 | 1,118,750 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,766,665 | 1,114,252 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,458,353 | 1,011,146 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,881,048 | 1,034,596 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,285,792 | 826,745 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,430,166 | 826,470 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,877,038 | 838,895 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,248,990 | 841,855 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,485,036 | 845,297 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,115,119 | 854,352 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,828,866 | 844,919 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,912,232 | 912,394 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,462,082 | 913,719 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,410,159 | 922,069 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,766,275 | 1,045,559 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,084,068 | 1,024,134 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,570,553 | 850,624 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,053,273 | 826,783 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,385,479 | 605,110 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,268,108 | 572,430 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,070,878 | 367,330 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,448,576 | 380,805 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,725,172 | 386,810 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||