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FIRST MANHATTAN CO 13F 持仓明细(2026-03-31) · 小隐寺数据中心

FIRST MANHATTAN CO

报告期 2026-03-31 · CIK 0000728083

持仓数

753

前50大市值合计

$31.21B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$10.03B

13,969

32.1%

MSFT MICROSOFT CORP

COM

$1.62B

4,371,164

5.2%

AAPL APPLE INC

COM

$1.27B

5,016,495

4.1%

GOOG ALPHABET INC

CAP STK CL C

$1.16B

4,051,938

3.7%

— ASML HLDG NV

N Y REGISTRY SHS

$996.4M

754,352

3.2%

BN BROOKFIELD CORP

CL A LTD VT SH

$940.0M

23,265,685

3.0%

AZO AUTOZONE INC

COM

$884.4M

261,815

2.8%

KKR KKR & CO INC

COM

$869.0M

9,394,167

2.8%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$864.3M

1,803,600

2.8%

AMZN AMAZON COM INC

COM

$677.9M

3,255,105

2.2%

AVGO BROADCOM INC

COM

$675.7M

2,183,157

2.2%

ORCL ORACLE CORP

COM

$579.6M

3,940,029

1.9%

AMAT APPLIED MATLS INC

COM

$514.5M

1,505,425

1.6%

TPL TEXAS PACIFIC LAND CORPORATI

COM

$504.3M

1,062,769

1.6%

CRM SALESFORCE INC

COM

$493.8M

2,645,328

1.6%

LB LANDBRIDGE COMPANY LLC

CL A

$487.3M

7,057,228

1.6%

V VISA INC

COM CL A

$468.1M

1,548,816

1.5%

HON HONEYWELL INTL INC

COM

$447.7M

1,980,789

1.4%

SPGI S&P GLOBAL INC

COM

$445.2M

1,046,651

1.4%

DHR DANAHER CORP DEL

COM

$444.2M

2,338,542

1.4%

NVDA NVIDIA CORPORATION

COM

$443.5M

2,542,978

1.4%

GOOGL ALPHABET INC

CAP STK CL A

$436.1M

1,516,693

1.4%

TMO THERMO FISHER SCIENTIFIC INC

COM

$377.4M

767,160

1.2%

— LINDE PLC

SHS

$353.3M

712,599

1.1%

SNPS SYNOPSYS INC

COM

$336.4M

848,592

1.1%

LOW LOWES COS INC

COM

$330.7M

1,399,429

1.1%

BSX BOSTON SCIENTIFIC CORP

COM

$308.2M

4,911,217

1.0%

PM PHILIP MORRIS INTL INC

COM

$295.7M

1,775,569

0.9%

UNH UNITEDHEALTH GROUP INC

COM

$278.1M

1,027,677

0.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$252.6M

422,673

0.8%

INTC INTEL CORP

COM

$251.1M

5,691,060

0.8%

GEV GE VERNOVA INC

COM

$238.7M

273,360

0.8%

— AMRIZE LTD

SHS

$220.6M

3,937,879

0.7%

KNSL KINSALE CAP GROUP INC

COM

$210.5M

616,031

0.7%

ORLY OREILLY AUTOMOTIVE INC

COM

$209.4M

2,268,003

0.7%

TTWO TAKE-TWO INTERACTIVE SOFTWAR

COM

$199.7M

1,011,265

0.6%

ALLY ALLY FINL INC

COM

$179.8M

4,584,076

0.6%

MAR MARRIOTT INTL INC NEW

CL A

$175.8M

537,617

0.6%

JNJ JOHNSON & JOHNSON

COM

$173.5M

709,890

0.6%

BKNG BOOKING HOLDINGS INC

COM

$173.3M

41,171

0.6%

MCD MCDONALDS CORP

COM

$167.9M

540,296

0.5%

ICE INTERCONTINENTAL EXCHANGE IN

COM

$160.4M

1,019,703

0.5%

UNP UNION PAC CORP

COM

$159.0M

655,256

0.5%

CSL CARLISLE COS INC

COM

$148.2M

444,266

0.5%

AXP AMERICAN EXPRESS CO

COM

$139.0M

459,690

0.4%

VRT VERTIV HOLDINGS CO

COM CL A

$138.3M

552,093

0.4%

ABBV ABBVIE INC

COM

$131.5M

604,832

0.4%

BALL BALL CORP

COM

$119.5M

2,020,895

0.4%

MTCH MATCH GROUP INC NEW

COM

$113.2M

3,686,291

0.4%

META META PLATFORMS INC

CL A

$108.4M

189,550

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

51%前 6 大占比

BRK/A32.1%MSFT5.2%AAPL4.1%GOOG3.7%ASML HLDG NV3.2%BN3.0%