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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 8
增持 47
减持 81
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$305.7M
17,130
+1%
减持
MSFT
MICROSOFT CORP
+$255.9M
4,652,057
-2%
增持
KKR
KKR & CO INC
+$208.8M
9,349,916
+2%
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
BN
BROOKFIELD CORP
+$148.9M
17,950,287
-2%
增持
AVGO
BROADCOM INC
+$129.1M
208,815
+68%
减持
AAPL
APPLE INC
+$103.5M
7,120,550
-4%
清仓
—
ACTIVISION BLIZZARD INC
-$94.7M
0
-100%
增持
—
ASML HOLDING N V
+$51.0M
265,392
+4%
减持
SPGI
S&P GLOBAL INC
+$44.8M
651,016
-1%
减持
GOOG
ALPHABET INC
+$43.4M
5,630,681
-1%
增持
ALLY
ALLY FINL INC
+$42.7M
3,553,970
+16%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$40.5M
409,649
+140%
减持
PPLI
IAC INC
-$39.5M
525,814
-61%
减持
DHR
DANAHER CORPORATION
-$39.2M
2,153,257
-1%
减持
HON
HONEYWELL INTL INC
+$37.4M
1,457,726
-1%
增持
VOO
VANGUARD INDEX FDS
+$36.5M
398,116
+14%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$36.2M
142,776
-0%
增持
LOW
LOWES COS INC
+$36.0M
1,347,620
+7%
减持
—
HOLOGIC INC
-$35.7M
2,200
-100%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$33.6M
0
-100%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$32.2M
1,318,211
-1%
清仓
IMCR
IMMUNOCORE HLDGS PLC
-$31.9M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$29.5M
917,811
-10%
减持
PDD
PDD HOLDINGS INC
+$29.3M
811,295
-11%
减持
—
ACCENTURE PLC IRELAND
+$29.0M
744,815
-2%
增持
BALL
BALL CORP
+$28.9M
1,084,563
+66%
减持
V
VISA INC
+$28.2M
1,102,035
-2%
减持
AMZN
AMAZON COM INC
+$27.4M
1,366,769
-4%
增持
MKL
MARKEL GROUP INC
+$26.7M
75,217
+38%
减持
BIO
BIO RAD LABS INC
-$24.2M
8,451
-90%
减持
MTCH
MATCH GROUP INC NEW
-$22.7M
3,185,053
-10%
减持
CPRT
COPART INC
+$22.0M
4,122,358
-1%
增持
SE
SEA LTD
+$21.8M
1,345,933
+81%
增持
MCD
MCDONALDS CORP
+$21.1M
646,397
+1%
减持
AXP
AMERICAN EXPRESS CO
+$21.0M
558,625
-0%
清仓
EOLS
EVOLUS INC
-$20.9M
0
-100%
增持
COF
CAPITAL ONE FINL CORP
+$19.7M
547,928
+2%
增持
NICE
NICE LTD
+$19.2M
238,607
+49%
增持
AIZ
ASSURANT INC
+$19.1M
354,738
+25%
增持
USB
US BANCORP DEL
+$18.1M
1,564,577
+4%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$16.5M
290,039
+38%
减持
—
LINDE PLC
+$16.3M
626,216
-3%
增持
GOOGL
ALPHABET INC
+$16.2M
1,738,421
+1%
清仓
IDYA
IDEAYA BIOSCIENCES INC
-$16.0M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
+$15.7M
1,725,729
-3%
增持
SRLN
SSGA ACTIVE ETF TR
+$15.7M
424,703
+736%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$15.6M
738,000
减持
MAR
MARRIOTT INTL INC NEW
+$15.2M
628,553
-2%
增持
SCI
SERVICE CORP INTL
+$15.0M
1,296,335
+1%
增持
NVDA
NVIDIA CORPORATION
+$14.8M
45,178
+161%
建仓
VLTO
VERALTO CORP
+$14.7M
222,814
建仓
NOBL
PROSHARES TR
+$14.6M
153,463
增持
ORCL
ORACLE CORP
+$14.6M
5,295,146
+3%
减持
CSW
CSW INDUSTRIALS INC
+$13.6M
477,007
-2%
减持
AMT
AMERICAN TOWER CORP NEW
+$12.1M
486,708
-12%
减持
NEE
NEXTERA ENERGY INC
-$10.6M
2,092,791
-13%
减持
RGNX
REGENXBIO INC
-$9.4M
10,600
-98%
减持
AZO
AUTOZONE INC
+$9.0M
256,505
-0%
增持
—
TOTALENERGIES SE
+$8.7M
46,987
+7731%
减持
RTX
RTX CORPORATION
-$8.3M
134,359
-51%
增持
FMCX
NORTHERN LTS FD TR IV
+$8.0M
3,032,298
+0%
增持
COR
CENCORA INC
+$7.9M
246,611
+4%
减持
MCO
MOODYS CORP
+$7.8M
114,192
-2%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$7.6M
1,541,481
-6%
清仓
TRV
TRAVELERS COMPANIES INC
-$7.5M
0
-100%
增持
—
ASPEN TECHNOLOGY INC
+$7.4M
48,303
+2627%
减持
JNJ
JOHNSON & JOHNSON
-$7.2M
1,059,006
-5%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$6.8M
743,721
-32%
增持
—
BROOKFIELD INFRAST PARTNERS
+$6.5M
2,373,758
+2%
减持
SYK
STRYKER CORPORATION
-$6.5M
128,673
-22%
建仓
—
CLARIVATE PLC
+$6.4M
696,200
清仓
PLRX
PLIANT THERAPEUTICS INC
-$6.4M
0
-100%
建仓
ADT
ADT INC DEL
+$6.4M
933,645
减持
BILI
BILIBILI INC
-$6.3M
99,198
-82%
清仓
BCRX
BIOCRYST PHARMACEUTICALS INC
-$6.2M
0
-100%
减持
IQV
IQVIA HLDGS INC
+$6.2M
193,142
-1%
减持
PFE
PFIZER INC
-$6.1M
639,997
-14%
减持
MDLZ
MONDELEZ INTL INC
+$6.0M
2,259,589
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.8M
151,416
+17%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$5.5M
210,599
-2%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$5.5M
179,032
-1%
减持
JPM
JPMORGAN CHASE & CO
+$5.4M
243,352
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$4.8M
464,796
-23%
减持
MO
ALTRIA GROUP INC
-$4.8M
142,830
-43%
减持
NKE
NIKE INC
-$4.7M
1,280,519
-15%
减持
BA
BOEING CO
+$4.6M
79,514
-5%
减持
CMCSA
COMCAST CORP NEW
-$4.6M
4,430,172
-1%
增持
VO
VANGUARD INDEX FDS
+$4.5M
109,819
+9%
清仓
CRNX
CRINETICS PHARMACEUTICALS IN
-$4.5M
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$4.5M
1,306,123
-17%
减持
SCHW
SCHWAB CHARLES CORP
+$4.3M
453,970
-7%
减持
—
IMMUNOGEN INC
-$4.3M
7,500
-97%
减持
GDDY
GODADDY INC
-$4.3M
625
-99%
减持
ENTG
ENTEGRIS INC
-$4.1M
1,268,394
-23%
减持
SPR
SPIRIT AEROSYSTEMS HLDGS INC
+$4.1M
263,278
-2%
清仓
SVRA
SAVARA INC
-$4.0M
0
-100%
增持
DEO
DIAGEO PLC
+$4.0M
152,826
+25%
增持
FTV
FORTIVE CORP
+$4.0M
1,232,897
+5%
减持
DAL
DELTA AIR LINES INC DEL
-$3.8M
29,782
-78%
清仓
—
KALVISTA PHARMACEUTICALS INC
-$3.8M
0
-100%
增持
VHT
VANGUARD WORLD FDS
+$3.8M
97,048
+11%
减持
AMAL
AMALGAMATED FINANCIAL CORP
+$3.7M
424,243
-5%
增持
CHTR
CHARTER COMMUNICATIONS INC N
-$3.6M
102,244
+4%
减持
NNBR
NN INC
+$3.5M
1,700,000
-3%
减持
WFC
WELLS FARGO CO NEW
+$3.5M
471,312
-2%
减持
INGR
INGREDION INC
+$3.5M
359,430
-0%
减持
SNA
SNAP ON INC
+$3.5M
110,363
-1%
减持
GGG
GRACO INC
+$3.4M
362,221
-5%
建仓
—
QIAGEN NV
+$3.4M
77,830
减持
KO
COCA COLA CO
+$3.4M
1,453,259
-1%
减持
DIS
DISNEY WALT CO
-$3.3M
311,235
-20%
增持
—
EXXON MOBIL CORP
-$3.3M
189,901
+0%
增持
—
GATES INDL CORP PLC
+$3.2M
1,125,970
+10%
增持
CAR
AVIS BUDGET GROUP
+$3.2M
43,034
+76%
增持
DEI
DOUGLAS EMMETT INC
+$3.2M
1,103,380
+10%
减持
C
CITIGROUP INC
-$3.2M
167,052
-42%
减持
OGN
ORGANON & CO
-$3.2M
61,498
-74%
减持
MTX
MINERALS TECHNOLOGIES INC
+$3.1M
193,415
-1%
清仓
—
REGIS CORP MINN
-$3.0M
0
-100%
增持
HHH
HOWARD HUGHES HOLDINGS INC
+$3.0M
219,125
+3%
增持
RPM
RPM INTL INC
+$2.9M
162,091
+1%
减持
MIR
MIRION TECHNOLOGIES INC
+$2.8M
1,788,059
-14%
增持
LLY
ELI LILLY & CO
+$2.7M
58,591
+0%
增持
—
CHUBB LIMITED
+$2.7M
68,459
+34%
减持
—
BROOKFIELD RENEWABLE PARTNER
+$2.7M
655,460
-2%
增持
VB
VANGUARD INDEX FDS
+$2.7M
45,473
+22%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
2,024,874
-1%
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$2.6M
50,000
减持
LEN
LENNAR CORP
+$2.5M
66,815
-0%
增持
—
VERITEX HLDGS INC
+$2.4M
428,271
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.3M
121,470
-3%
减持
GEN
GEN DIGITAL INC
-$2.3M
140,444
-55%
减持
RZLT
REZOLUTE INC
-$2.1M
2,680,978
-26%
减持
LBRDA
LIBERTY BROADBAND CORP
-$2.1M
68,536
-22%
建仓
RGS
REGIS CORP MINN
+$2.1M
221,250
减持
NSRGY
NESTLE S A
-$2.1M
3,452,862
-3%
清仓
FDMT
4D MOLECULAR THERAPEUTICS IN
-$2.0M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
35,786
+2%
减持
—
ORION S.A.
+$2.0M
418,215
-7%
减持
A
AGILENT TECHNOLOGIES INC
+$1.9M
91,896
-6%
减持
—
RECKITT BENCKISER GR
-$1.9M
476,579
-2%
减持
—
TE CONNECTIVITY LTD
+$1.9M
128,660
-2%
减持
—
KENNEDY-WILSON HOLDINGS INC
-$1.9M
18,500
-87%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.9M
58,699
+0%
增持
GRBK
GREEN BRICK PARTNERS INC
+$1.9M
173,604
+1%
减持
NTR
NUTRIEN LTD
-$1.8M
296,039
-1%
减持
ENB
ENBRIDGE INC
+$1.8M
1,324,012
-4%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$1.8M
87,788
+270%
减持
CABA
CABALETTA BIO INC
-$1.7M
2,600
-98%
清仓
METC
RAMACO RES INC
-$1.7M
0
-100%
