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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 10
增持 70
减持 69
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.42B
19,122
-1%
减持
GDDY
GODADDY INC
-$170.3M
988,924
-67%
增持
MSFT
MICROSOFT CORP
-$141.7M
5,083,734
+0%
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
META
META PLATFORMS INC
-$120.2M
1,208,536
+5%
减持
PYPL
PAYPAL HLDGS INC
-$116.4M
587,141
-40%
增持
PPLI
IAC INTERACTIVECORP NEW
-$109.4M
3,741,812
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$106.7M
2,170,715
-2%
减持
—
BROOKFIELD ASSET MGMT INC
-$93.1M
16,346,789
-3%
增持
SPGI
S&P GLOBAL INC
+$90.1M
400,913
+155%
增持
KKR
KKR & CO INC
-$88.5M
6,863,111
+4%
减持
V
VISA INC
-$81.6M
794,320
-33%
减持
DHR
DANAHER CORPORATION
-$80.1M
2,100,943
-1%
减持
—
IAA INC
-$72.2M
2,682,435
-22%
增持
CPRT
COPART INC
+$69.8M
640,535
+819%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$69.3M
1,352,532
-1%
减持
—
ACCENTURE PLC IRELAND
-$66.9M
777,685
-2%
增持
MTCH
MATCH GROUP INC NEW
+$51.7M
1,193,041
+102%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$51.3M
630,634
-1%
减持
DPZ
DOMINOS PIZZA INC
-$49.4M
302,033
-1%
减持
NSRGY
NESTLE S A
-$48.6M
3,659,026
-2%
减持
ABT
ABBOTT LABS
-$46.4M
163,803
-65%
减持
—
VIMEO INC
-$41.2M
6,501,254
-1%
减持
AAPL
APPLE INC
-$40.6M
9,845,914
-1%
减持
JNJ
JOHNSON & JOHNSON
-$35.1M
1,607,997
-14%
增持
AMZN
AMAZON COM INC
+$35.0M
172,019
+9%
增持
VOO
VANGUARD INDEX FDS
+$30.3M
158,806
+95%
增持
PDD
PINDUODUO INC
+$24.8M
1,197,276
+201%
增持
EOLS
EVOLUS INC
+$24.1M
4,084,938
+22%
减持
KMB
KIMBERLY-CLARK CORP
-$23.2M
54,798
-74%
增持
AMT
AMERICAN TOWER CORP NEW
-$22.9M
629,513
+2%
增持
ENTG
ENTEGRIS INC
+$22.7M
786,181
+35%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$22.2M
517,282
-58%
增持
SBUX
STARBUCKS CORP
+$22.1M
335,223
+370%
增持
NKE
NIKE INC
+$21.8M
1,437,730
+40%
增持
UNH
UNITEDHEALTH GROUP INC
+$21.5M
1,619,323
+1%
减持
AZO
AUTOZONE INC
-$20.4M
268,573
-1%
减持
MCD
MCDONALDS CORP
-$18.8M
712,999
-2%
增持
BILI
BILIBILI INC
+$16.9M
1,151,129
+325%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$16.4M
1,179,115
+1%
减持
ENTA
ENANTA PHARMACEUTICALS INC
-$16.3M
789,311
-19%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$15.0M
83,600
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$14.9M
149,208
-0%
减持
ABBV
ABBVIE INC
+$12.9M
1,469,124
-12%
增持
LOW
LOWES COS INC
-$12.5M
689,437
+17%
减持
—
RECKITT BENCKISER GR
-$12.2M
810,806
-3%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$11.2M
659,737
-21%
增持
COR
AMERISOURCEBERGEN CORP
+$11.1M
289,704
+14%
减持
LBRDK
LIBERTY BROADBAND CORP
-$11.0M
229,362
-12%
减持
BABA
ALIBABA GROUP HLDG LTD
-$10.8M
317,704
-17%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$10.8M
77,391
+180%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$10.5M
22,364
-36%
建仓
ORIC
ORIC PHARMACEUTICALS INC
+$10.4M
1,955,538
建仓
BLMN
BLOOMIN BRANDS INC
+$9.9M
453,490
增持
ALLY
ALLY FINL INC
-$9.4M
2,825,251
+2%
增持
NEE
NEXTERA ENERGY INC
-$9.1M
2,324,294
+5%
减持
MDLZ
MONDELEZ INTL INC
-$8.9M
2,332,750
-0%
减持
—
BROOKFIELD INFRAST PARTNERS
+$8.8M
1,718,186
-0%
增持
DIS
DISNEY WALT CO
+$8.8M
538,389
+28%
增持
GOOGL
ALPHABET INC
-$8.5M
82,878
+0%
减持
PM
PHILIP MORRIS INTL INC
-$8.5M
1,937,148
-3%
减持
NVS
NOVARTIS AG
-$8.2M
202,783
-32%
增持
CMCSA
COMCAST CORP NEW
-$8.1M
5,097,799
+4%
减持
NTR
NUTRIEN LTD
+$8.0M
321,895
-5%
增持
FTV
FORTIVE CORP
-$7.8M
1,119,166
+12%
减持
—
OYSTER PT PHARMA INC
-$7.7M
260,553
-56%
增持
IQV
IQVIA HLDGS INC
-$7.7M
200,778
+5%
增持
—
AON PLC
+$7.5M
35,918
+159%
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$7.5M
153,673
减持
ENB
ENBRIDGE INC
+$7.4M
1,518,271
-5%
增持
—
HOLOGIC INC
+$7.3M
529,900
+21%
增持
COF
CAPITAL ONE FINL CORP
-$7.3M
553,130
+0%
减持
MAR
MARRIOTT INTL INC NEW
-$7.1M
903,204
-10%
增持
ORCL
ORACLE CORP
-$7.1M
4,191,620
+3%
减持
—
IMMUNOGEN INC
-$7.1M
7,500
-99%
减持
SCI
SERVICE CORP INTL
-$7.0M
996,025
-3%
增持
ZTS
ZOETIS INC
+$7.0M
50,540
+380%
增持
MCO
MOODYS CORP
-$7.0M
157,247
+2%
减持
CNQ
CANADIAN NAT RES LTD
+$6.9M
965,531
-23%
建仓
—
DENBURY INC
+$6.9M
87,608
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$6.9M
203,217
-16%
增持
AJG
GALLAGHER ARTHUR J & CO
+$6.8M
39,611
+9954%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$6.8M
1,598,001
+0%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$6.7M
808,549
+59%
减持
C
CITIGROUP INC
-$6.7M
718,641
-4%
减持
AXP
AMERICAN EXPRESS CO
+$6.6M
625,321
-7%
减持
VYM
VANGUARD WHITEHALL FDS
-$6.5M
217,133
-21%
减持
GILD
GILEAD SCIENCES INC
-$6.5M
254,124
-14%
减持
—
LIBERTY MEDIA CORP DEL
-$6.4M
1,113,933
-1%
减持
SY
SO YOUNG INTERNATIONAL INC
-$6.4M
1,007,608
-62%
增持
BALL
BALL CORP
+$6.1M
67,732
+22477%
增持
PFE
PFIZER INC
-$6.0M
1,125,586
+3%
增持
DE
DEERE & CO
+$5.9M
15,390
+934%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$5.8M
196,403
-3%
减持
RRC
RANGE RES CORP
+$5.6M
444,111
-0%
减持
LEN
LENNAR CORP
-$5.6M
158,268
-0%
减持
—
EXXON MOBIL CORP
+$5.3M
266,437
-2%
减持
FDX
FEDEX CORP
-$5.1M
47,556
-24%
减持
TRS
TRIMAS CORP
-$4.9M
808,059
-3%
增持
AMGN
AMGEN INC
+$4.8M
161,808
+6%
减持
GGG
GRACO INC
-$4.7M
423,658
-0%
减持
FANG
DIAMONDBACK ENERGY INC
-$4.6M
675
-98%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$4.6M
250,803
+0%
减持
APD
AIR PRODS & CHEMS INC
-$4.5M
42,247
-15%
增持
COP
CONOCOPHILLIPS
+$4.4M
155,651
+1%
增持
DEO
DIAGEO PLC
+$4.4M
137,782
+29%
减持
PG
PROCTER AND GAMBLE CO
-$4.3M
294,132
-2%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$4.2M
759,513
+1%
减持
—
TE CONNECTIVITY LTD
-$4.2M
137,983
-0%
减持
IDXX
IDEXX LABS INC
-$4.2M
37,426
-0%
增持
HD
HOME DEPOT INC
-$4.1M
36,626
+1%
增持
CTVA
CORTEVA INC
+$4.1M
100,451
+188%
增持
TRV
TRAVELERS COMPANIES INC
+$4.1M
71,463
+25%
减持
KHC
KRAFT HEINZ CO
-$4.0M
3,429
-97%
减持
—
ACTIVISION BLIZZARD INC
+$3.9M
341,103
-3%
建仓
—
HUTTIG BLDG PRODS INC
+$3.9M
370,000
减持
MMM
3M CO
-$3.9M
104,901
-5%
增持
TMUS
T-MOBILE US INC
+$3.8M
30,663
+3733%
减持
INGR
INGREDION INC
-$3.8M
392,874
-0%
增持
RGNX
REGENXBIO INC
+$3.8M
696,365
+18%
增持
STZ
CONSTELLATION BRANDS INC
+$3.8M
16,692
+6105%
增持
WMT
WALMART INC
+$3.8M
53,324
+85%
增持
—
NAVIGATOR HLDGS LTD
+$3.7M
1,045,559
+2%
增持
—
WELLS FARGO CO NEW
+$3.6M
12,041
+46%
减持
CBZ
CBIZ INC
-$3.6M
470,695
-21%
减持
LBRDA
LIBERTY BROADBAND CORP
-$3.5M
91,520
-5%
建仓
—
DICE THERAPEUTICS INC
+$3.4M
180,122
增持
CVS
CVS HEALTH CORP
+$3.4M
169,508
+27%
增持
GOOS
CANADA GOOSE HLDGS INC
-$3.4M
777,499
+21%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$3.3M
152,200
增持
MS
MORGAN STANLEY
+$3.3M
39,989
+2220%
增持
A
AGILENT TECHNOLOGIES INC
+$3.3M
111,409
+56%
增持
DOW
DOW INC
+$3.2M
70,724
+196%
增持
TAC
TRANSALTA CORP
+$3.1M
1,054,280
+51%
增持
EBAY
EBAY INC.
+$3.1M
87,178
+204%
增持
CVX
CHEVRON CORP NEW
+$3.0M
49,429
+16%
增持
GRBK
GREEN BRICK PARTNERS INC
-$2.9M
292,575
+2%
增持
WAT
WATERS CORP
-$2.9M
48,676
+1%
增持
CMC
COMMERCIAL METALS CO
+$2.9M
494,974
+1%
增持
BAFN
BAYFIRST FINANCIAL CORP
+$2.9M
133,287
+1276%
增持
MSEX
MIDDLESEX WTR CO
-$2.8M
223,735
+2%
增持
LLY
LILLY ELI & CO
+$2.8M
131,735
+4%
建仓
FULC
FULCRUM THERAPEUTICS INC
+$2.8M
116,622
减持
CSCO
CISCO SYS INC
-$2.7M
165,507
-12%
减持
BA
BOEING CO
-$2.7M
155,444
-4%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$2.7M
63,586
增持
RPM
RPM INTL INC
-$2.6M
178,897
+5%
减持
SLB
SCHLUMBERGER LTD
+$2.6M
231,978
-0%
减持
MLM
MARTIN MARIETTA MATLS INC
-$2.6M
45,104
-0%
增持
—
EATON CORP PLC
+$2.5M
18,792
+951%
清仓
ALSN
ALLISON TRANSMISSION HLDGS I
-$2.5M
0
-100%
