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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 5
增持 38
减持 99
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.45B
18,754
-2%
减持
AAPL
APPLE INC
-$389.3M
9,753,415
-1%
减持
MSFT
MICROSOFT CORP
-$272.3M
5,055,761
-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。
减持
—
BROOKFIELD ASSET MGMT INC
-$207.2M
16,215,384
-1%
增持
AMZN
AMAZON COM INC
-$178.3M
3,627,312
+2009%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$174.9M
2,165,260
-0%
增持
GOOG
ALPHABET INC
-$163.7M
278,878
+1%
减持
PPLI
IAC INTERACTIVECORP NEW
-$109.4M
3,535,484
-6%
减持
KKR
KKR & CO INC
-$91.3M
6,795,422
-1%
减持
DHR
DANAHER CORPORATION
-$87.2M
2,088,103
-1%
减持
META
META PLATFORMS INC
-$86.9M
1,127,581
-7%
减持
GDDY
GODADDY INC
-$77.2M
79,761
-92%
建仓
FMCX
NORTHERN LTS FD TR IV
+$66.8M
2,965,564
减持
PYPL
PAYPAL HLDGS INC
-$59.2M
124,371
-79%
减持
NSRGY
NESTLE S A
-$57.1M
3,599,812
-2%
减持
MTCH
MATCH GROUP INC NEW
-$51.1M
1,160,224
-3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$50.8M
1,704,545
+7%
增持
GOOGL
ALPHABET INC
-$48.3M
84,547
+2%
减持
—
IAA INC
-$47.9M
1,668,782
-38%
减持
—
ACCENTURE PLC IRELAND
-$47.1M
775,067
-0%
减持
ENTA
ENANTA PHARMACEUTICALS INC
-$45.4M
227,807
-71%
减持
—
VIMEO INC
-$44.6M
5,415,852
-17%
增持
NKE
NIKE INC
-$44.2M
1,471,536
+2%
减持
MAR
MARRIOTT INTL INC NEW
-$44.2M
842,369
-7%
增持
ORCL
ORACLE CORP
-$43.8M
4,335,690
+3%
减持
DPZ
DOMINOS PIZZA INC
-$42.5M
206,490
-32%
增持
HON
HONEYWELL INTL INC
-$31.1M
1,442,826
+0%
增持
AXP
AMERICAN EXPRESS CO
-$30.2M
625,752
+0%
增持
CMCSA
COMCAST CORP NEW
-$29.5M
5,345,261
+5%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$28.8M
1,360,970
+1%
清仓
—
AMERICAN NATIONAL GROUP INC
-$27.7M
0
-100%
增持
ALLY
ALLY FINL INC
-$27.1M
2,856,905
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$24.5M
643,471
+2%
减持
ABBV
ABBVIE INC
-$23.5M
1,401,603
-5%
增持
SPGI
S&P GLOBAL INC
+$22.8M
556,361
+39%
增持
DIS
DISNEY WALT CO
-$22.3M
545,742
+1%
减持
V
VISA INC
-$21.0M
788,880
-1%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$20.1M
149,108
-0%
建仓
BCRX
BIOCRYST PHARMACEUTICALS INC
+$19.1M
1,805,072
清仓
—
DISCOVERY INC
-$18.9M
0
-100%
增持
ENTG
ENTEGRIS INC
-$18.4M
943,879
+20%
减持
NEE
NEXTERA ENERGY INC
-$18.0M
2,310,070
-1%
减持
—
LIBERTY MEDIA CORP DEL
-$17.9M
969,725
-13%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$16.0M
121
-99%
减持
AZO
AUTOZONE INC
+$15.6M
262,787
-2%
增持
—
BROOKFIELD INFRAST PARTNERS
-$15.4M
2,573,436
+50%
增持
LOW
LOWES COS INC
-$15.2M
710,797
+3%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$14.7M
126,200
+51%
减持
BA
BOEING CO
-$14.5M
111,429
-28%
增持
COF
CAPITAL ONE FINL CORP
-$14.5M
557,943
+1%
减持
WAT
WATERS CORP
-$14.5M
1,900
-96%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$14.4M
253,505
+1%
减持
SYK
STRYKER CORPORATION
-$14.0M
182,088
-3%
减持
VOO
VANGUARD INDEX FDS
-$13.7M
150,652
-5%
减持
BKNG
BOOKING HOLDINGS INC
-$13.4M
8,129
-31%
增持
AMT
AMERICAN TOWER CORP NEW
+$13.4M
671,060
+7%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$12.9M
1,106,662
-2%
建仓
WBD
WARNER BROS DISCOVERY INC
+$12.7M
944,343
增持
—
LINDE PLC
+$12.3M
75,741
+219%
减持
NWE
NORTHWESTERN CORP
-$11.7M
152,780
-55%
减持
—
GATES INDL CORP PLC
-$11.1M
841,728
-37%
减持
JNJ
JOHNSON & JOHNSON
-$10.8M
1,544,865
-4%
清仓
ORIC
ORIC PHARMACEUTICALS INC
-$10.4M
0
-100%
减持
MCO
MOODYS CORP
-$10.4M
156,702
-0%
减持
GOOS
CANADA GOOSE HLDGS INC
-$10.1M
573,499
-26%
减持
BLMN
BLOOMIN BRANDS INC
-$9.9M
1,200
-100%
减持
JPM
JPMORGAN CHASE & CO
-$9.8M
281,559
-7%
减持
CSW
CSW INDUSTRIALS INC
-$9.6M
560,920
-2%
增持
—
BLUEPRINT MEDICINES CORP
+$9.5M
587,512
+86%
减持
SCHW
SCHWAB CHARLES CORP
-$9.4M
444,414
-0%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$8.9M
197,235
-3%
减持
FDX
FEDEX CORP
-$8.7M
10,115
-79%
减持
APD
AIR PRODS & CHEMS INC
-$8.3M
9,497
-78%
减持
PM
PHILIP MORRIS INTL INC
+$8.2M
1,926,196
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$8.2M
1,599,809
-1%
减持
NTR
NUTRIEN LTD
-$8.2M
320,113
-1%
减持
CNQ
CANADIAN NAT RES LTD
-$8.1M
963,753
-0%
清仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$7.5M
0
-100%
减持
LBRDK
LIBERTY BROADBAND CORP
-$7.4M
224,085
-2%
减持
C
CITIGROUP INC
-$7.3M
675,966
-6%
减持
GGG
GRACO INC
-$7.1M
413,978
-2%
减持
MCD
MCDONALDS CORP
-$7.0M
696,825
-2%
减持
CME
CME GROUP INC
-$6.9M
160,778
-4%
增持
UNP
UNION PAC CORP
-$6.6M
136,301
+4%
减持
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$6.2M
304,861
-2%
减持
ENB
ENBRIDGE INC
-$5.9M
1,515,330
-0%
建仓
RZLT
REZOLUTE INC
+$5.9M
1,815,805
增持
RGNX
REGENXBIO INC
-$5.7M
705,730
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$5.6M
172,888
-0%
减持
DEO
DIAGEO PLC
-$5.6M
136,230
-1%
减持
IMCR
IMMUNOCORE HLDGS PLC
+$5.5M
795,849
-2%
减持
KO
COCA COLA CO
-$5.5M
1,670,334
-6%
增持
FTV
FORTIVE CORP
-$5.3M
1,156,182
+3%
增持
KMB
KIMBERLY-CLARK CORP
+$5.0M
87,106
+59%
减持
LLY
LILLY ELI & CO
+$5.0M
131,650
-0%
减持
—
HOLOGIC INC
-$4.9M
516,700
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$4.9M
599,167
-2%
增持
WFC
WELLS FARGO CO NEW
-$4.7M
571,987
+2%
减持
INTC
INTEL CORP
-$4.6M
100,247
-40%
减持
PG
PROCTER AND GAMBLE CO
-$4.5M
286,314
-3%
减持
CMC
COMMERCIAL METALS CO
-$4.3M
491,874
-1%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$4.3M
654,532
-1%
减持
MDLZ
MONDELEZ INTL INC
-$4.1M
2,291,943
-2%
增持
—
BROOKFIELD RENEWABLE PARTNER
-$4.1M
777,982
+2%
清仓
—
HUTTIG BLDG PRODS INC
-$3.9M
0
-100%
增持
CAL
CALERES INC
+$3.9M
385,052
+20%
减持
TRS
TRIMAS CORP
-$3.9M
794,944
-2%
清仓
—
DISCOVERY INC
-$3.9M
0
-100%
减持
MLM
MARTIN MARIETTA MATLS INC
-$3.9M
45,001
-0%
增持
CPRT
COPART INC
-$3.9M
704,165
+10%
减持
COR
AMERISOURCEBERGEN CORP
-$3.8M
289,673
-0%
减持
—
VERITEX HLDGS INC
-$3.7M
404,303
-1%
减持
HCA
HCA HEALTHCARE INC
-$3.7M
20,122
-29%
增持
MSEX
MIDDLESEX WTR CO
-$3.7M
226,265
+1%
增持
—
HOWARD HUGHES CORP
-$3.7M
205,200
+20%
增持
DEI
DOUGLAS EMMETT INC
-$3.6M
451,654
+10%
减持
—
RECKITT BENCKISER GR
-$3.6M
788,585
-3%
减持
MO
ALTRIA GROUP INC
-$3.6M
270,057
-5%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$3.4M
69,574
-49%
减持
WH
WYNDHAM HOTELS & RESORTS INC
-$3.4M
176,485
-0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$3.4M
195,851
-0%
减持
SLB
SCHLUMBERGER LTD
-$3.3M
176,478
-24%
减持
VNO
VORNADO RLTY TR
-$3.3M
191,698
-1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$3.1M
1,182,666
+0%
减持
CSCO
CISCO SYS INC
-$3.1M
143,891
-13%
增持
NEM
NEWMONT CORP
-$3.1M
156,796
+0%
减持
CSX
CSX CORP
-$3.1M
355,556
-1%
清仓
—
OYSTER PT PHARMA INC
-$3.0M
0
-100%
减持
CTVA
CORTEVA INC
-$3.0M
51,126
-49%
减持
AMGN
AMGEN INC
-$3.0M
151,222
-7%
减持
CAR
AVIS BUDGET GROUP
-$3.0M
24,855
-2%
减持
—
LIBERTY MEDIA CORP DEL
-$3.0M
186,194
-3%
建仓
NNBR
NN INC
+$2.9M
1,150,000
清仓
FULC
FULCRUM THERAPEUTICS INC
-$2.8M
0
-100%
减持
COP
CONOCOPHILLIPS
-$2.7M
143,585
-8%
减持
FIS
FIDELITY NATL INFORMATION SV
-$2.6M
82,548
-19%
减持
SPY
SPDR S&P 500 ETF TR
-$2.6M
34,380
-0%
减持
GILD
GILEAD SCIENCES INC
-$2.6M
208,148
-18%
减持
VFMF
VANGUARD WELLINGTON FD
-$2.5M
8,741
-72%
增持
—
REGIS CORP MINN
+$2.4M
3,000,000
+650%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$2.4M
20,951
-6%
减持
JEF
JEFFERIES FINL GROUP INC
-$2.4M
406,768
-2%
减持
—
NAVIGATOR HLDGS LTD
-$2.4M
922,069
-12%
减持
CSWC
CAPITAL SOUTHWEST CORP
-$2.4M
434,435
-0%
减持
SCI
SERVICE CORP INTL
-$2.4M
914,460
-8%
增持
RRC
RANGE RES CORP
-$2.3M
450,581
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.3M
217,046
-0%
减持
NVDA
NVIDIA CORPORATION
-$2.3M
14,997
-10%
减持
—
WELLS FARGO CO NEW
-$2.3M
11,262
-6%
减持
—
EXXON MOBIL CORP
-$2.2M
230,812
-13%
