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 SAFT
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $997,248 | 12,800 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $904,832 | 12,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,016,192 | 12,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,018,735 | 12,915 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,054,720 | 12,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,365,726 | 16,700 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,253,001 | 16,700 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,413,668 | 17,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,307,028 | 17,200 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,200,553 | 17,606 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $574,907 | 8,016 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $597,352 | 8,016 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,523,926 | 18,086 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,475,094 | 18,086 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,905,684 | 19,626 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,191,847 | 24,126 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,051,433 | 24,126 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,911,985 | 24,126 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,888,583 | 24,126 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,171,628 | 25,776 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,035,215 | 26,126 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,805,045 | 26,126 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,992,368 | 26,126 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,235,368 | 26,476 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||