EdgeMarket › What First Manhattan Co. Llc. reported owning
What First Manhattan Co. Llc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
36.1BPositions
753Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 084670108 | 10.0B | 27.8% | 14.0K | — | — |
| MSFT MICROSOFT CORP | 1.6B | 4.5% | 4.4M | 483.24 | -4.4% |
| AAPL Apple Inc. | 1.3B | 3.5% | 5.0M | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 1.2B | 3.2% | 4.1M | 341.75 | +70.7% |
| ASML ASML HOLDING NV | 996.4M | 2.8% | 754.4K | 1,763.76 | +135.3% |
| BN BROOKFIELD Corp /ON/ | 940.0M | 2.6% | 23.3M | 41.69 | -2.4% |
| AZO AUTOZONE INC | 884.4M | 2.5% | 261.8K | 2,957.95 | -28.9% |
| KKR KKR & Co. Inc. | 869.0M | 2.4% | 9.4M | 108.48 | -21.4% |
| unmapped CUSIP 084670702 | 864.3M | 2.4% | 1.8M | — | — |
| AMZN AMAZON COM INC | 677.9M | 1.9% | 3.3M | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 675.7M | 1.9% | 2.2M | 368.45 | +26.5% |
| ORCL ORACLE CORP | 579.6M | 1.6% | 3.9M | 146.47 | -37.7% |
| AMAT APPLIED MATERIALS INC /DE | 514.5M | 1.4% | 1.5M | 492.32 | +205.9% |
| TPL Texas Pacific Land Corp | 504.3M | 1.4% | 1.1M | 383.64 | +28.6% |
| CRM Salesforce, Inc. | 493.8M | 1.4% | 2.6M | 209.17 | -15.1% |
| LB LandBridge Co LLC | 487.3M | 1.4% | 7.1M | 89.71 | +67.2% |
| V VISA INC. | 468.1M | 1.3% | 1.5M | 371.04 | +7.9% |
| HON HONEYWELL INTERNATIONAL INC | 447.7M | 1.2% | 2.0M | 215.90 | -50.3% |
| SPGI S&P Global Inc. | 445.2M | 1.2% | 1.0M | 431.29 | -22.6% |
| DHR DANAHER CORP /DE/ | 444.2M | 1.2% | 2.3M | 218.85 | +3.5% |
| NVDA NVIDIA CORP | 443.5M | 1.2% | 2.5M | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 436.1M | 1.2% | 1.5M | 344.82 | +73.0% |
| TMO THERMO FISHER SCIENTIFIC INC. | 377.4M | 1.0% | 767.2K | 629.27 | +27.2% |
| LIN LINDE PLC | 353.3M | 1.0% | 712.6K | 487.57 | +1.1% |
| SNPS SYNOPSYS INC | 336.4M | 0.9% | 848.6K | 397.87 | -33.8% |
| LOW LOWES COMPANIES INC | 330.7M | 0.9% | 1.4M | 216.09 | -16.0% |
| BSX BOSTON SCIENTIFIC CORP | 308.2M | 0.9% | 4.9M | 50.37 | -52.5% |
| PM Philip Morris International Inc. | 295.7M | 0.8% | 1.8M | 188.23 | +8.9% |
| UNH UNITEDHEALTH GROUP INC | 278.1M | 0.8% | 1.0M | 390.11 | +30.1% |
| VOO Vanguard S&P 500 ETF | 252.6M | 0.7% | 422.7K | 703.71 | +20.0% |
| INTC INTEL CORP | 251.1M | 0.7% | 5.7M | 90.07 | +282.6% |
| GEV GE Vernova Inc. | 238.7M | 0.7% | 273.4K | 956.85 | +58.3% |
| AMRZ Amrize Ltd | 220.6M | 0.6% | 3.9M | 45.68 | -7.3% |
| KNSL Kinsale Capital Group, Inc. | 210.5M | 0.6% | 616.0K | 383.55 | -18.1% |
| ORLY O REILLY AUTOMOTIVE INC | 209.4M | 0.6% | 2.3M | 89.11 | -14.3% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 199.7M | 0.6% | 1.0M | 239.62 | +4.8% |
| ALLY Ally Financial Inc. | 179.8M | 0.5% | 4.6M | 42.93 | +12.3% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 175.8M | 0.5% | 537.6K | 356.39 | +35.2% |
| JNJ JOHNSON & JOHNSON | 173.5M | 0.5% | 709.9K | 270.24 | +51.1% |
| BKNG Booking Holdings Inc. | 173.3M | 0.5% | 41.2K | 209.62 | -7.1% |
| MCD MCDONALDS CORP | 167.9M | 0.5% | 540.3K | 270.95 | -13.5% |
| ICE Intercontinental Exchange, Inc. | 160.4M | 0.4% | 1.0M | 161.25 | -11.1% |
| UNP UNION PACIFIC CORP | 159.0M | 0.4% | 655.3K | 308.05 | +36.5% |
| CSL CARLISLE COMPANIES INC | 148.2M | 0.4% | 444.3K | 367.68 | -4.2% |
| AXP AMERICAN EXPRESS CO | 139.0M | 0.4% | 459.7K | 336.00 | +8.9% |
| VRT Vertiv Holdings Co | 138.3M | 0.4% | 552.1K | 261.95 | +105.4% |
| ABBV AbbVie Inc. | 131.5M | 0.4% | 604.8K | 264.96 | +26.7% |
| BALL BALL Corp | 119.5M | 0.3% | 2.0M | 63.59 | +19.7% |
| MTCH Match Group, Inc. | 113.2M | 0.3% | 3.7M | 40.87 | +10.4% |
| META Meta Platforms, Inc. | 108.4M | 0.3% | 189.6K | 549.90 | -26.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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