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 |
|---|---|---|---|---|
| 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 SPGI
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $445,182,536 | 1,046,651 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $331,759,467 | 634,837 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $301,031,108 | 618,502 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $305,199,670 | 578,808 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $308,966,464 | 608,082 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $313,697,642 | 629,877 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $327,859,967 | 634,625 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $288,784,554 | 647,499 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $276,686,727 | 650,339 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $286,785,568 | 651,016 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $240,758,417 | 658,872 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $276,519,489 | 689,764 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $238,326,054 | 691,261 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $223,516,180 | 667,332 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $187,699,866 | 614,704 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $187,527,038 | 556,361 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $164,446,494 | 400,913 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $74,324,727 | 157,491 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $67,329,768 | 158,464 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $65,399,050 | 159,335 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $56,430,264 | 159,918 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $51,955,447 | 158,049 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $57,133,103 | 158,439 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $55,416,229 | 168,193 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $41,606,549 | 169,788 | Shares | Sole | 2020-05-06 | |
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