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 TRS
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,254,461 | 340,970 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,126,381 | 342,070 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,743,088 | 355,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,359,309 | 362,087 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,566,874 | 365,637 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,939,374 | 363,537 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,765,403 | 382,507 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,845,216 | 346,057 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $9,288,193 | 347,482 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,351,174 | 329,695 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,188,874 | 330,730 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,578,340 | 348,430 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,100,259 | 398,430 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $17,543,247 | 632,417 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,723,797 | 786,749 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,011,999 | 794,944 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,930,613 | 808,059 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $30,856,409 | 833,957 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,886,597 | 830,859 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,835,021 | 719,915 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $21,917,115 | 722,860 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $23,429,782 | 739,810 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $17,327,384 | 759,973 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $18,033,942 | 752,983 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $18,856,414 | 816,295 | Shares | Sole | 2020-05-06 | |
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