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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 7
增持 43
减持 93
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$421.0M
15,312
-11%
增持
AMAT
APPLIED MATLS INC
+$261.6M
1,283,570
+6627%
减持
AAPL
APPLE INC
-$184.4M
6,903,242
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。
-3%
减持
MSFT
MICROSOFT CORP
+$180.4M
4,573,109
-2%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$180.2M
1,499,524
+417%
减持
KKR
KKR & CO INC
+$151.1M
9,124,617
-2%
减持
AZO
AUTOZONE INC
+$144.3M
256,230
-0%
减持
ENTG
ENTEGRIS INC
-$137.3M
84,045
-93%
增持
ORCL
ORACLE CORP
+$123.9M
5,408,092
+2%
增持
—
ASPEN TECHNOLOGY INC
+$113.7M
569,316
+1079%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$110.0M
1,978,894
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$80.9M
113,778
-77%
增持
AVGO
BROADCOM INC
+$73.4M
230,853
+11%
增持
MKL
MARKEL GROUP INC
+$60.7M
110,095
+46%
减持
GOOG
ALPHABET INC
+$60.4M
5,590,954
-1%
减持
NSRGY
NESTLE S A
-$59.6M
3,198,192
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$57.5M
1,711,813
-1%
减持
—
ASML HOLDING N V
+$56.3M
264,958
-0%
减持
PDD
PDD HOLDINGS INC
-$48.9M
600,642
-26%
增持
LOW
LOWES COS INC
+$48.6M
1,352,574
+0%
增持
VOO
VANGUARD INDEX FDS
+$45.9M
457,284
+15%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$45.8M
913,517
-0%
增持
GOOGL
ALPHABET INC
+$42.8M
1,882,984
+8%
增持
CPRT
COPART INC
+$40.5M
4,187,244
+2%
增持
—
LINDE PLC
+$37.7M
626,465
+0%
增持
VLTO
VERALTO CORP
+$34.9M
560,105
+151%
减持
AMZN
AMAZON COM INC
+$33.5M
1,336,854
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$32.3M
202,408
-4%
减持
DHR
DANAHER CORPORATION
+$28.0M
2,106,773
-2%
减持
NKE
NIKE INC
-$27.0M
1,192,434
-7%
减持
BN
BROOKFIELD CORP
+$26.5M
17,833,751
-1%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$23.0M
427,885
+200%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$22.8M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$21.9M
48,985
+8%
减持
AXP
AMERICAN EXPRESS CO
+$20.4M
549,044
-2%
减持
V
VISA INC
+$20.4M
1,100,994
-0%
减持
NICE
NICE LTD
+$19.5M
238,433
-0%
减持
ALLY
ALLY FINL INC
+$19.2M
3,529,931
-1%
增持
DEO
DIAGEO PLC
+$18.3M
272,746
+78%
减持
SE
SEA LTD
+$17.8M
1,345,926
-0%
减持
—
TE CONNECTIVITY LTD
-$17.7M
2,637
-98%
增持
FTV
FORTIVE CORP
+$16.5M
1,246,551
+1%
减持
ABBV
ABBVIE INC
+$16.1M
641,503
-1%
清仓
—
SHARKNINJA INC
-$14.4M
0
-100%
增持
BILI
BILIBILI INC
+$13.6M
1,323,606
+1234%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$12.5M
455,659
+11%
减持
MAR
MARRIOTT INTL INC NEW
+$12.5M
611,147
-3%
减持
—
RECKITT BENCKISER GR
-$11.9M
369,825
-22%
减持
CSW
CSW INDUSTRIALS INC
+$11.5M
470,557
-1%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$11.4M
97,592
-5%
减持
BALL
BALL CORP
+$11.3M
1,081,530
-0%
增持
AIZ
ASSURANT INC
+$11.3M
377,402
+6%
清仓
ZTO
ZTO EXPRESS CAYMAN INC
-$11.1M
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$10.2M
44,199
减持
META
META PLATFORMS INC
-$9.9M
42,941
-51%
增持
NEE
NEXTERA ENERGY INC
+$9.8M
2,141,685
+2%
减持
—
ACCENTURE PLC IRELAND
-$9.3M
727,188
-2%
减持
COF
CAPITAL ONE FINL CORP
+$9.1M
543,992
-1%
减持
DIS
DISNEY WALT CO
+$9.0M
303,075
-3%
减持
—
TOTALENERGIES SE
-$8.7M
764
-98%
减持
JNJ
JOHNSON & JOHNSON
-$8.6M
995,045
-6%
减持
COR
CENCORA INC
+$8.4M
243,034
-1%
增持
CAL
CALERES INC
+$7.7M
428,732
+33%
减持
SPGI
S&P GLOBAL INC
-$7.7M
650,339
-0%
减持
LLY
ELI LILLY & CO
+$7.4M
53,462
-9%
增持
FMCX
NORTHERN LTS FD TR IV
+$7.3M
3,038,646
+0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$7.1M
1,277,362
-3%
增持
MDLZ
MONDELEZ INTL INC
+$7.0M
2,438,279
+8%
减持
JPM
JPMORGAN CHASE & CO
+$6.8M
240,757
-1%
减持
SG
SWEETGREEN INC
+$6.7M
885,325
-36%
减持
BA
BOEING CO
-$6.3M
74,764
-6%
减持
ENB
ENBRIDGE INC
-$6.3M
1,144,881
-14%
减持
CNQ
CANADIAN NAT RES LTD
+$6.2M
776,604
-4%
减持
BSX
BOSTON SCIENTIFIC CORP
-$5.5M
311,930
-33%
减持
RLX
RLX TECHNOLOGY INC
-$5.5M
1,418,984
-65%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$5.4M
177,924
-1%
增持
—
CHUBB LIMITED
+$5.2M
71,765
+5%
减持
SCI
SERVICE CORP INTL
+$4.8M
1,260,985
-3%
减持
SYK
STRYKER CORPORATION
-$4.8M
94,345
-27%
增持
PM
PHILIP MORRIS INTL INC
-$4.6M
1,895,376
+0%
减持
MRK
MERCK & CO INC
+$4.5M
208,081
-1%
建仓
METC
RAMACO RES INC
+$4.1M
246,365
增持
GE
GENERAL ELECTRIC CO
+$4.1M
36,575
+105%
减持
PG
PROCTER AND GAMBLE CO
+$4.1M
254,171
-0%
减持
IQV
IQVIA HLDGS INC
+$4.0M
192,577
-0%
增持
GGG
GRACO INC
+$3.9M
362,223
+0%
建仓
ESI
ELEMENT SOLUTIONS INC
+$3.9M
155,780
减持
—
GATES INDL CORP PLC
+$3.9M
1,072,470
-5%
减持
MLM
MARTIN MARIETTA MATLS INC
+$3.8M
33,538
-0%
增持
USB
US BANCORP DEL
+$3.5M
1,594,039
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.5M
27,031
+187%
建仓
—
QIAGEN NV
+$3.4M
78,982
清仓
—
QIAGEN NV
-$3.4M
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$3.3M
456,659
-3%
增持
MTCH
MATCH GROUP INC NEW
+$3.2M
3,291,851
+3%
减持
—
EXXON MOBIL CORP
+$2.9M
188,359
-1%
增持
TMC
TMC THE METALS COMPANY INC
+$2.9M
7,602,800
+5%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$2.8M
1,407,638
-9%
清仓
RZLT
REZOLUTE INC
-$2.7M
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.6M
155,732
+3%
减持
MSEX
MIDDLESEX WTR CO
-$2.5M
192,888
-0%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$2.5M
633,325
-3%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$2.5M
460,763
-2%
增持
VO
VANGUARD INDEX FDS
+$2.4M
112,011
+2%
减持
—
CONSOLIDATED WATER CO INC
-$2.4M
334,011
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.3M
22,724
+218%
增持
GLD
SPDR GOLD TR
+$2.3M
38,143
+32%
增持
VHT
VANGUARD WORLD FD
+$2.3M
98,548
+2%
减持
WBD
WARNER BROS DISCOVERY INC
-$2.3M
742,686
-4%
减持
—
BROOKFIELD INFRAST PARTNERS
-$2.3M
2,321,018
-2%
减持
LBRDK
LIBERTY BROADBAND CORP
-$2.3M
114,025
-4%
减持
—
WELLS FARGO CO NEW
-$2.3M
14,182
-13%
减持
PFE
PFIZER INC
-$2.2M
584,897
-9%
增持
RRC
RANGE RES CORP
+$2.1M
418,324
+4%
减持
INGR
INGREDION INC
+$2.1M
351,510
-2%
建仓
ANSS
ANSYS INC
+$2.1M
5,939
减持
CBZ
CBIZ INC
+$2.0M
146,655
-3%
增持
DMAC
DIAMEDICA THERAPEUTICS INC
+$2.0M
850,038
+641%
增持
COST
COSTCO WHSL CORP NEW
+$2.0M
18,226
+6%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$2.0M
176,315
-1%
减持
C
CITIGROUP INC
+$2.0M
166,771
-0%
减持
HTO
SJW GROUP
-$1.9M
121,193
-10%
减持
—
ORION S.A.
-$1.9M
413,730
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.8M
139,021
-3%
减持
—
AXIS CAP HLDGS LTD
+$1.7M
185,183
-0%
减持
AMAL
AMALGAMATED FINANCIAL CORP
-$1.7M
405,453
-4%
减持
MIR
MIRION TECHNOLOGIES INC
+$1.7M
1,760,374
-2%
增持
MNSB
MAINSTREET BANCSHARES INC
-$1.7M
256,103
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$1.6M
35,654
-0%
增持
—
EATON CORP PLC
+$1.6M
22,181
+0%
清仓
—
RPT REALTY
-$1.6M
0
-100%
减持
LEN
LENNAR CORP
+$1.5M
66,767
-0%
减持
SBUX
STARBUCKS CORP
-$1.5M
299,712
-0%
清仓
—
TRICON RESIDENTIAL INC
-$1.5M
0
-100%
减持
PR
PERMIAN RESOURCES CORP
+$1.5M
459,890
-6%
建仓
—
GENERAL ELECTRIC CO
+$1.5M
10,000
增持
—
ENSTAR GROUP LIMITED
+$1.4M
14,937
+37%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4M
111,452
-8%
建仓
KIM
KIMCO RLTY CORP
+$1.4M
71,515
减持
MTB
M & T BK CORP
-$1.4M
5,109
-67%
增持
LBRDA
LIBERTY BROADBAND CORP
-$1.4M
72,860
+6%
减持
COP
CONOCOPHILLIPS
+$1.4M
146,972
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.4M
1,230,476
-6%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.3M
6,641
-63%
减持
SCHW
SCHWAB CHARLES CORP
+$1.3M
449,794
-1%
减持
MRBK
MERIDIAN CORPORATION
-$1.3M
327,080
-0%
减持
KMX
CARMAX INC
+$1.3M
132,878
-1%
减持
—
VERITEX HLDGS INC
-$1.2M
426,956
-0%
减持
L
LOEWS CORP
+$1.2M
162,704
-2%
减持
MSI
MOTOROLA SOLUTIONS INC
+$1.2M
29,458
-0%
