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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
$31.21B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 6
增持 58
减持 80
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$178.2M
18,704
-1%
增持
—
VIMEO INC
-$70.3M
5,680,858
+17%
减持
DHR
DANAHER CORPORATION
+$69.3M
2,132,118
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AZO
AUTOZONE INC
+$61.3M
271,381
+1%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$58.7M
149,598
-0%
减持
AMGN
AMGEN INC
-$57.5M
150,660
-59%
增持
ENTA
ENANTA PHARMACEUTICALS INC
+$53.6M
969,736
+2821%
增持
BABA
ALIBABA GROUP HLDG LTD
-$53.1M
863,744
+8%
减持
MSFT
MICROSOFT CORP
+$51.8M
5,125,099
-0%
增持
AAPL
APPLE INC
+$47.6M
10,016,970
+0%
减持
VIPS
VIPSHOP HOLDINGS LIMITED
-$47.4M
210,806
-91%
增持
GOOG
ALPHABET INC
+$45.7M
264,069
+1%
减持
NSRGY
NESTLE S A
-$44.2M
3,770,725
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$44.1M
637,905
+0%
增持
AMZN
AMAZON COM INC
+$39.1M
150,317
+14%
清仓
HUM
HUMANA INC
-$36.6M
0
-100%
减持
ORCL
ORACLE CORP
+$33.5M
4,079,529
-1%
增持
KKR
KKR & CO INC
+$28.9M
6,694,827
+5%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$26.9M
1,193,545
-9%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$23.3M
1,130,363
-0%
减持
—
LYONDELLBASELL INDUSTRIES N
-$23.3M
695
-100%
增持
LOW
LOWES COS INC
+$22.3M
584,790
+18%
增持
NEE
NEXTERA ENERGY INC
+$22.1M
2,203,054
+7%
增持
GDDY
GODADDY INC
-$21.7M
3,020,395
+13%
减持
—
BROOKFIELD ASSET MGMT INC
+$20.5M
17,008,181
-3%
增持
PYPL
PAYPAL HLDGS INC
-$20.2M
915,556
+3%
减持
GILD
GILEAD SCIENCES INC
-$20.1M
305,851
-49%
增持
GOOGL
ALPHABET INC
+$19.3M
83,006
+0%
减持
MDLZ
MONDELEZ INTL INC
-$19.2M
2,394,347
-6%
增持
MAR
MARRIOTT INTL INC NEW
+$18.5M
1,004,205
+5%
增持
PPLI
IAC INTERACTIVECORP NEW
+$18.5M
3,691,090
+23%
减持
D
DOMINION ENERGY INC
-$18.5M
154,361
-62%
减持
BKNG
BOOKING HOLDINGS INC
-$17.3M
13,016
-41%
减持
—
RECKITT BENCKISER GR
-$17.2M
935,945
-8%
减持
V
VISA INC
-$16.3M
1,217,483
-1%
减持
SY
SO YOUNG INTERNATIONAL INC
-$15.7M
2,900,269
-1%
减持
—
IAA INC
-$15.0M
3,595,619
-7%
减持
GOOS
CANADA GOOSE HLDGS INC
-$14.2M
643,275
-24%
减持
—
ACCENTURE PLC IRELAND
+$13.6M
804,019
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.4M
2,188,615
-0%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$13.1M
247,738
+1%
减持
HON
HONEYWELL INTL INC
-$12.6M
1,343,217
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$12.4M
1,385,265
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$11.9M
1,562,853
+5%
减持
JNJ
JOHNSON & JOHNSON
-$11.6M
1,859,343
-2%
减持
—
LIBERTY MEDIA CORP DEL
-$10.3M
1,204,708
-17%
清仓
—
GRACE W R & CO DEL NEW
-$10.0M
0
-100%
增持
META
FACEBOOK INC
+$9.7M
1,143,007
+5%
减持
KO
COCA COLA CO
-$9.5M
2,043,286
-5%
清仓
—
ASCENDIS PHARMA A/S
-$9.2M
0
-100%
增持
WH
WYNDHAM HOTELS & RESORTS INC
+$8.7M
148,326
+295%
增持
RGNX
REGENXBIO INC
+$8.5M
568,268
+44%
减持
AEE
AMEREN CORP
-$7.9M
216,583
-32%
增持
MCD
MCDONALDS CORP
+$7.7M
709,110
+0%
减持
SABR
SABRE CORP
-$7.6M
38,180
-94%
建仓
IMCR
IMMUNOCORE HLDGS PLC
+$7.3M
197,999
减持
CME
CME GROUP INC
-$6.9M
177,448
-8%
增持
NKE
NIKE INC
-$6.6M
1,018,717
+2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$6.2M
1,574,103
-0%
增持
IVV
ISHARES TR
+$6.2M
16,334
+691%
减持
—
AMERICAN NATIONAL GROUP INC
+$5.6M
162,997
-4%
增持
FTV
FORTIVE CORP
+$5.5M
978,678
+7%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$5.4M
83,620
-60%
增持
TRS
TRIMAS CORP
+$5.1M
830,859
+15%
减持
CSW
CSW INDUSTRIALS INC
+$5.0M
582,897
-0%
减持
FDX
FEDEX CORP
-$5.0M
62,398
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$4.9M
1,090,764
+5%
增持
COTY
COTY INC
+$4.9M
630,715
+7741%
清仓
—
NEW HOME CO INC
-$4.8M
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$4.7M
177,604
-0%
减持
BAX
BAXTER INTL INC
-$4.4M
154,372
-26%
建仓
—
1ST COLONIAL BANCORP
+$4.4M
452,591
减持
MTCH
MATCH GROUP INC NEW
-$4.3M
600,431
-2%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$4.2M
243,746
+5%
减持
—
AON PLC
-$4.1M
15,495
-57%
减持
MSEX
MIDDLESEX WTR CO
+$4.0M
198,865
-1%
减持
GDS
GDS HLDGS LTD
-$3.9M
600
-99%
减持
SCI
SERVICE CORP INTL
+$3.9M
1,025,297
-5%
减持
CAR
AVIS BUDGET GROUP
+$3.8M
99,624
-0%
减持
PFE
PFIZER INC
+$3.8M
1,103,734
-1%
减持
FIS
FIDELITY NATL INFORMATION SV
-$3.8M
156,722
-3%
减持
—
DISCOVERY INC
-$3.7M
757,420
-1%
清仓
—
1ST COLONIAL BANCORP
-$3.6M
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.6M
181,989
-8%
减持
—
NUANCE COMMUNICATIONS INC
-$3.6M
8,725
-88%
减持
—
LIBERTY MEDIA CORP DEL
-$3.5M
192,492
-29%
清仓
—
GENERAL ELECTRIC CO
-$3.3M
0
-100%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$3.2M
198,087
-55%
增持
—
HOLOGIC INC
+$3.2M
436,200
+1%
建仓
GE
GENERAL ELECTRIC CO
+$3.1M
29,787
增持
—
CARROLS RESTAURANT GROUP INC
-$3.1M
2,152,517
+18%
增持
AMAL
AMALGAMATED FINANCIAL CORP
+$2.9M
316,644
+140%
增持
RRC
RANGE RES CORP
+$2.9M
444,911
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.9M
664,558
-4%
减持
NVS
NOVARTIS AG
-$2.9M
299,287
-0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$2.9M
204,313
-1%
增持
BA
BOEING CO
-$2.9M
172,444
+1%
增持
IWD
ISHARES TR
+$2.8M
20,067
+974%
减持
GGG
GRACO INC
-$2.8M
425,777
-1%
增持
IVW
ISHARES TR
+$2.7M
36,861
+81813%
减持
—
LIBERTY MEDIA CORP DEL
-$2.7M
49,585
-54%
减持
MMM
3M CO
-$2.6M
110,888
-0%
减持
CL
COLGATE PALMOLIVE CO
-$2.5M
161,284
-11%
增持
VOO
VANGUARD INDEX FDS
+$2.5M
70,348
+10%
减持
—
BROOKFIELD ASSET MGMT REINS
-$2.5M
1,872
-96%
增持
CMCSA
COMCAST CORP NEW
+$2.5M
4,547,925
+3%
增持
IVE
ISHARES TR
+$2.3M
16,013
+5639%
建仓
—
NEXIMMUNE INC
+$2.2M
147,159
建仓
—
IMMUNIC INC
+$2.2M
250,000
增持
JPM
JPMORGAN CHASE & CO
+$2.2M
247,447
+0%
减持
COF
CAPITAL ONE FINL CORP
-$2.1M
533,552
-7%
减持
—
BROOKFIELD INFRASTRUCTURE CO
-$2.1M
122,090
-2%
建仓
—
MERSANA THERAPEUTICS INC
+$2.1M
218,070
增持
EOLS
EVOLUS INC
-$2.0M
2,029,907
+47%
减持
—
EXXON MOBIL CORP
-$2.0M
257,313
-5%
减持
MTX
MINERALS TECHNOLOGIES INC
-$2.0M
223,863
-0%
减持
SPGI
S&P GLOBAL INC
+$1.9M
158,464
-1%
减持
SNA
SNAP ON INC
-$1.9M
124,687
-0%
增持
IQV
IQVIA HLDGS INC
+$1.9M
187,012
+6%
增持
PM
PHILIP MORRIS INTL INC
-$1.9M
1,975,408
+4%
减持
LEN
LENNAR CORP
-$1.8M
161,843
-5%
减持
USB
US BANCORP DEL
+$1.8M
897,060
-1%
增持
GRBK
GREEN BRICK PARTNERS INC
+$1.8M
287,175
+60%
减持
—
VIACOMCBS INC
-$1.8M
113,249
-18%
增持
—
BLACKROCK CAP INVT CORP
+$1.7M
440,411
增持
TSLA
TESLA INC
+$1.7M
3,981
+93%
增持
RPM
RPM INTL INC
-$1.7M
164,065
+1%
增持
IWF
ISHARES TR
+$1.6M
7,162
+427%
增持
APD
AIR PRODS & CHEMS INC
-$1.6M
49,502
+0%
增持
—
JOANN INC
+$1.6M
175,000
+600%
增持
VGT
VANGUARD WORLD FDS
+$1.5M
4,127
+937%
增持
—
NAVIGATOR HLDGS LTD
-$1.5M
850,624
+3%
减持
NEM
NEWMONT CORP
-$1.5M
157,017
-0%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$1.5M
25,059
+69%
减持
NWL
NEWELL BRANDS INC
-$1.4M
212,609
-5%
减持
INTC
INTEL CORP
-$1.4M
137,148
-12%
增持
—
SPARK NETWORKS SE
+$1.4M
606,345
+329%
减持
NTR
NUTRIEN LTD
+$1.4M
341,170
-0%
增持
COR
AMERISOURCEBERGEN CORP
+$1.3M
236,656
+1%
增持
TAC
TRANSALTA CORP
+$1.3M
652,800
+16%
减持
CNQ
CANADIAN NAT RES LTD
-$1.3M
1,342,295
-3%
减持
MSA
MSA SAFETY INC
-$1.3M
60,675
-1%
减持
MKC
MCCORMICK & CO INC
-$1.3M
116,704
-4%
减持
—
LIBERTY MEDIA CORP DEL
-$1.2M
6,113
-88%
减持
MCO
MOODYS CORP
-$1.2M
152,201
-0%
减持
ENB
ENBRIDGE INC
-$1.2M
1,603,029
-1%
减持
—
AXIS CAP HLDGS LTD
-$1.1M
260,767
-3%
减持
—
LIBERTY MEDIA CORP DEL
-$1.1M
27,624
-51%
增持
—
OYSTER PT PHARMA INC
-$1.1M
444,489
+20%
增持
AMT
AMERICAN TOWER CORP NEW
-$1.1M
590,946
+1%
