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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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 150 项建仓 4增持 41减持 99清仓 6

方向

标的

Δ市值

现股数(环比)

减持

MSFT MICROSOFT CORP

-$123.1M

5,044,728 -0%

增持

— LINDE PLC

+$106.6M

482,439 +537%

减持

PPLI IAC INC

-$87.8M

3,245,568 -8%

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

ENTG ENTEGRIS INC

+$81.7M

2,041,061 +116%

增持

GOOG ALPHABET INC

-$80.8M

5,503,196 +1873%

减持

META META PLATFORMS INC

-$73.9M

795,691 -29%

减持

CMCSA COMCAST CORP NEW

-$70.0M

4,757,481 -11%

减持

— BROOKFIELD ASSET MGMT INC

-$63.2M

16,078,114 -1%

减持

BRK/A BERKSHIRE HATHAWAY INC DEL

-$56.7M

18,729 -0%

减持

TPL TEXAS PACIFIC LAND CORPORATI

+$42.7M

148,858 -0%

减持

UNH UNITEDHEALTH GROUP INC

-$42.3M

1,542,794 -4%

减持

AAPL APPLE INC

-$37.9M

9,371,741 -4%

减持

— IAA INC

-$37.0M

556,091 -67%

减持

PM PHILIP MORRIS INTL INC

-$35.2M

1,867,740 -3%

减持

ABBV ABBVIE INC

-$34.8M

1,340,065 -4%

减持

NSRGY NESTLE S A

-$32.7M

3,589,740 -0%

减持

BABA ALIBABA GROUP HLDG LTD

-$32.0M

13,384 -95%

减持

DPZ DOMINOS PIZZA INC

-$30.7M

160,376 -22%

增持

ORCL ORACLE CORP

-$30.1M

4,468,313 +3%

减持

JNJ JOHNSON & JOHNSON

-$30.0M

1,494,808 -3%

清仓

— BLUEPRINT MEDICINES CORP

-$29.7M

0 -100%

增持

KEYS KEYSIGHT TECHNOLOGIES INC

+$27.1M

1,366,098 +0%

减持

TMO THERMO FISHER SCIENTIFIC INC

-$25.5M

638,997 -1%

减持

MTCH MATCH GROUP INC NEW

-$24.4M

1,156,139 -0%

增持

TFX TELEFLEX INCORPORATED

+$22.4M

111,945 +20440%

减持

VZ VERIZON COMMUNICATIONS INC

-$22.1M

216,547 -64%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$21.8M

2,132,195 -2%

增持

GOOGL ALPHABET INC

-$21.3M

1,701,245 +1912%

减持

RTX RAYTHEON TECHNOLOGIES CORP

-$19.1M

1,155,340 -2%

减持

MDLZ MONDELEZ INTL INC

-$18.7M

2,253,857 -2%

减持

ALLY ALLY FINL INC

-$18.4M

2,777,300 -3%

减持

— VIMEO INC

-$16.2M

4,107,052 -24%

增持

— ACCENTURE PLC IRELAND

-$15.7M

775,159 +0%

增持

LOW LOWES COS INC

+$15.7M

744,710 +5%

增持

KKR KKR & CO INC

-$15.7M

6,953,954 +2%

减持

V VISA INC

-$15.2M

788,698 -0%

增持

CPRT COPART INC

+$14.9M

858,835 +22%

增持

NICE NICE LTD

+$14.9M

86,163 +86063%

减持

ORLY OREILLY AUTOMOTIVE INC

+$14.7M

248,806 -2%

减持

ZTO ZTO EXPRESS CAYMAN INC

-$14.1M

5,313 -99%

减持

KO COCA COLA CO

-$12.4M

1,653,824 -1%

减持

MCD MCDONALDS CORP

-$11.9M

692,850 -1%

减持

BILI BILIBILI INC

-$11.8M

1,150,654 -0%

增持

DHR DANAHER CORPORATION

+$11.1M

2,092,422 +0%

减持

AZO AUTOZONE INC

-$10.9M

258,600 -2%

减持

SCI SERVICE CORP INTL

-$10.8M

907,380 -1%

增持

AMT AMERICAN TOWER CORP NEW

-$10.0M

752,129 +12%

减持

LBRDK LIBERTY BROADBAND CORP

-$9.6M

208,864 -7%

增持

PFE PFIZER INC

-$9.3M

1,124,590 +1%

减持

IQV IQVIA HLDGS INC

-$9.0M

201,821 -4%

减持

COF CAPITAL ONE FINL CORP

-$9.0M

532,901 -4%

减持

CSW CSW INDUSTRIALS INC

+$9.0M

557,213 -1%

增持

UTHR UNITED THERAPEUTICS CORP DEL

+$8.7M

183,400 +45%

减持

ENB ENBRIDGE INC

-$8.5M

1,496,762 -1%

减持

— LIBERTY MEDIA CORP DEL

-$8.1M

694,862 -28%

增持

NKE NIKE INC

-$7.9M

1,710,904 +16%

增持

PLRX PLIANT THERAPEUTICS INC

+$7.7M

370,200 +185000%

减持

RRC RANGE RES CORP

-$7.7M

138,111 -69%

减持

MCO MOODYS CORP

-$7.3M

145,238 -7%

减持

VIOV VANGUARD ADMIRAL FDS INC

-$6.8M

21,079 -67%

增持

HON HONEYWELL INTL INC

-$6.8M

1,460,730 +1%

减持

— RECKITT BENCKISER GR

-$6.7M

777,538 -1%

减持

BUD ANHEUSER BUSCH INBEV SA/NV

-$6.6M

635,612 -3%

增持

CNQ CANADIAN NAT RES LTD

-$6.5M

971,316 +1%

减持

— BROOKFIELD INFRAST PARTNERS

-$6.3M

2,563,972 -0%

减持

AMZN AMAZON COM INC

-$6.2M

3,329,796 -8%

减持

PG PROCTER AND GAMBLE CO

-$5.6M

280,766 -2%

减持

CME CME GROUP INC

-$5.4M

155,465 -3%

增持

MIR MIRION TECHNOLOGIES INC

+$5.2M

2,112,734 +15%

增持

ICE INTERCONTINENTAL EXCHANGE IN

-$5.2M

1,717,155 +1%

建仓

PR PERMIAN RESOURCES CORP

+$5.1M

753,825

减持

LBRDA LIBERTY BROADBAND CORP

-$4.7M

81,110 -17%

减持

INGR INGREDION INC

-$4.3M

374,656 -4%

减持

AMGN AMGEN INC

-$4.2M

144,260 -5%

减持

KMX CARMAX INC

-$4.2M

166,960 -0%

减持

AXP AMERICAN EXPRESS CO

-$4.1M

612,771 -2%

清仓

— CENTENNIAL RESOURCE DEV INC

-$4.0M

0 -100%

增持

FMCX NORTHERN LTS FD TR IV

-$4.0M

2,982,642 +1%

减持

UPS UNITED PARCEL SERVICE INC

-$3.9M

171,371 -1%

减持

SCHW SCHWAB CHARLES CORP

+$3.9M

444,317 -0%

减持

FTV FORTIVE CORP

+$3.8M

1,143,892 -1%

减持

WBD WARNER BROS DISCOVERY INC

-$3.7M

778,610 -18%

减持

AWK AMERICAN WTR WKS CO INC NEW

-$3.7M

195,299 -0%

减持

C CITIGROUP INC

-$3.6M

659,952 -2%

增持

VXUS VANGUARD STAR FDS

+$3.6M

82,225 +2094%

减持

LLY LILLY ELI & CO

-$3.5M

121,148 -8%

增持

IBM INTERNATIONAL BUSINESS MACHS

-$3.4M

165,954 +1%

减持

GOOS CANADA GOOSE HLDGS INC

-$3.3M

460,924 -20%

清仓

QQQ INVESCO QQQ TR

-$3.3M

0 -100%

建仓

— INVESCO

+$3.2M

12,113

增持

USB US BANCORP DEL

-$3.2M

1,240,325 +7%

减持

PDD PINDUODUO INC

-$3.1M

1,133,250 -5%

减持

COR AMERISOURCEBERGEN CORP

-$3.0M

280,746 -3%

减持

CBZ CBIZ INC

-$3.0M

347,455 -22%

减持

MMM 3M CO

-$3.0M

95,339 -9%

减持

DEI DOUGLAS EMMETT INC

-$2.8M

407,042 -10%

减持

TAC TRANSALTA CORP

-$2.7M

1,063,677 -0%

减持

— BROOKFIELD RENEWABLE PARTNER

-$2.7M

777,772 -0%

清仓

— KARUNA THERAPEUTICS INC

-$2.7M

0 -100%

减持

MSEX MIDDLESEX WTR CO

-$2.6M

222,865 -2%

减持

MTX MINERALS TECHNOLOGIES INC

-$2.6M

215,593 -1%

增持

NEM NEWMONT CORP

-$2.6M

160,921 +3%

增持

— HOWARD HUGHES CORP

-$2.5M

206,810 +1%

建仓

ESI ELEMENT SOLUTIONS INC

+$2.5M

151,800

减持

BKNG BOOKING HOLDINGS INC

-$2.5M

7,151 -12%

建仓

IDYA IDEAYA BIOSCIENCES INC

+$2.5M

165,200

增持

PYPL PAYPAL HLDGS INC

+$2.4M

129,316 +4%

减持

ARWR ARROWHEAD PHARMACEUTICALS IN

-$2.4M

1,105,587 -0%

清仓

— DICE THERAPEUTICS INC

-$2.4M

0 -100%

减持

JPM JPMORGAN CHASE & CO

-$2.4M

280,604 -0%

增持

UNP UNION PAC CORP

-$2.4M

137,132 +1%

减持

TRS TRIMAS CORP

-$2.3M

786,749 -1%

减持

SPR SPIRIT AEROSYSTEMS HLDGS INC

-$2.3M

303,428 -0%

减持

AEE AMEREN CORP

-$2.3M

211,083 -1%

增持

VOO VANGUARD INDEX FDS

-$2.3M

152,303 +1%

减持

KMB KIMBERLY-CLARK CORP

-$2.1M

85,613 -2%

清仓

— JOANN INC

-$2.1M

0 -100%

减持

— ATLAS AIR WORLDWIDE HLDGS IN

+$2.1M

61,555 -1%

增持

XIFR NEXTERA ENERGY PARTNERS LP

+$2.0M

45,311 +165%

减持

— AXIS CAP HLDGS LTD

-$2.0M

250,485 -0%

减持

DOW DOW INC

-$2.0M

37,006 -47%

减持

WTRG ESSENTIAL UTILS INC

-$2.0M

235,146 -8%

减持

MRK MERCK & CO INC

-$1.9M

238,743 -3%

减持

NVS NOVARTIS AG

-$1.9M

201,100 -1%

减持

BALL BALL CORP

-$1.9M

65,143 -11%

增持

ENTA ENANTA PHARMACEUTICALS INC

+$1.9M

243,718 +7%

减持

EVRG EVERGY INC

-$1.9M

190,498 -6%

减持

HLT HILTON WORLDWIDE HLDGS INC

+$1.8M

197,212 -0%

增持

COP CONOCOPHILLIPS

+$1.8M

143,592 +0%

减持

NWE NORTHWESTERN CORP

-$1.8M

146,330 -4%

减持

L LOEWS CORP

-$1.8M

179,217 -1%

减持

SBUX STARBUCKS CORP

+$1.7M

412,411 -4%

减持

FIS FIDELITY NATL INFORMATION SV

-$1.7M

77,720 -6%

增持

BA BOEING CO

-$1.7M

111,845 +0%

增持

— SPARK NETWORKS SE

-$1.7M

1,802,800 +12%

减持

— ACTIVISION BLIZZARD INC

-$1.6M

316,677 -2%

减持

CL COLGATE PALMOLIVE CO

-$1.6M

154,368 -1%

增持

CHTR CHARTER COMMUNICATIONS INC N

-$1.6M

27,188 +30%

减持

ZTS ZOETIS INC

-$1.6M

49,037 -5%

减持

INTC INTEL CORP

-$1.6M

85,373 -15%

减持

SGC SUPERIOR GROUP OF CO INC

-$1.5M

156,797 -4%

增持

CCI CROWN CASTLE INC

-$1.4M

63,663 +1%

减持

HTO SJW GROUP

-$1.4M

191,886 -4%

减持

TRV TRAVELERS COMPANIES INC

-$1.4M

65,028 -3%

减持

— CARROLS RESTAURANT GROUP INC

-$1.4M

1,032,811 -32%

减持

NI NISOURCE INC

-$1.4M

249,933 -4%

增持

VYM VANGUARD WHITEHALL FDS

-$1.4M

218,377 +1%

增持

— ORION ENGINEERED CARBONS S A

-$1.3M

617,240 +0%

增持

VONE VANGUARD SCOTTSDALE FDS

+$1.3M

19,282 +82%

减持

— DUPONT DE NEMOURS INC

-$1.3M

42,459 -31%