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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 5
增持 57
减持 74
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$531.5M
14,999
-2%
减持
AAPL
APPLE INC
+$236.3M
6,742,254
-2%
增持
CRM
SALESFORCE INC
+$169.7M
675,292
+5107%
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。
建仓
—
LVMH MOET HENNESSY LOUIS VUITTON SE
+$161.7M
211,495
减持
GOOG
ALPHABET INC
+$155.0M
5,486,065
-2%
增持
AMAT
APPLIED MATLS INC
+$149.6M
1,755,554
+37%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$95.9M
2,048,577
+37%
减持
MSFT
MICROSOFT CORP
+$95.1M
4,517,456
-1%
增持
ORCL
ORACLE CORP
+$86.2M
5,421,368
+0%
增持
AVGO
BROADCOM INC
+$67.9M
232,883
+1%
减持
GOOGL
ALPHABET INC
+$56.7M
1,871,784
-1%
减持
NSRGY
NESTLE S.A. SPONSORED ADR
-$55.1M
2,777,246
-13%
增持
—
ASPEN TECHNOLOGY INC
+$51.6M
871,158
+53%
建仓
LB
LANDBRIDGE COMPANY LLC
+$44.5M
1,920,435
减持
KKR
KKR & CO INC
+$41.4M
9,114,337
-0%
增持
AZO
AUTOZONE INC
-$40.3M
258,841
+1%
增持
LOW
LOWES COS INC
-$34.7M
1,386,801
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$29.8M
905,632
-1%
增持
—
ACCENTURE PLC IRELAND
-$27.4M
740,628
+2%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$27.0M
1,252,389
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$26.1M
1,044,606
-15%
增持
VOO
VANGUARD INDEX FDS
+$25.7M
489,262
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$25.4M
1,983,149
+0%
增持
SE
SEA LTD
+$24.2M
1,351,126
+0%
减持
DHR
DANAHER CORPORATION
-$23.4M
2,009,989
-5%
减持
CPRT
COPART INC
-$23.1M
4,051,224
-3%
减持
CMCSA
COMCAST CORP NEW
-$21.3M
4,382,212
-2%
清仓
—
RECKITT BENCKISER GR
-$21.1M
0
-100%
增持
MTCH
MATCH GROUP INC NEW
-$19.0M
3,305,791
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$18.8M
1,625,891
-5%
减持
—
LINDE PLC
-$18.5M
620,812
-1%
增持
V
VISA INC
-$17.6M
1,103,748
+0%
建仓
ATAT
ATOUR LIFESTYLE HLDGS LTD
+$16.7M
911,742
增持
NVDA
NVIDIA CORPORATION
+$16.6M
492,500
+905%
增持
NEE
NEXTERA ENERGY INC
+$16.4M
2,164,252
+1%
增持
VRT
VERTIV HOLDINGS CO
+$16.3M
188,962
+145255%
减持
BN
BROOKFIELD CORP
-$16.0M
17,569,190
-1%
减持
PM
PHILIP MORRIS INTL INC
+$15.6M
1,848,970
-2%
增持
AMT
AMERICAN TOWER CORP NEW
+$15.0M
191,301
+68%
增持
—
ASML HOLDING N V
+$15.0M
266,065
+0%
清仓
BILI
BILIBILI INC
-$14.8M
0
-100%
增持
MCD
MCDONALDS CORP
-$14.6M
680,835
+2%
增持
LLY
ELI LILLY & CO
+$14.5M
61,968
+16%
减持
JNJ
JOHNSON & JOHNSON
-$14.4M
978,889
-2%
减持
SG
SWEETGREEN INC
-$14.1M
275,545
-69%
减持
—
BROOKFIELD INFRAST PARTNERS
-$13.1M
2,163,017
-7%
增持
GE
GE AEROSPACE
+$12.7M
120,280
+229%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$12.3M
204,678
+1%
减持
SPGI
S&P GLOBAL INC
+$12.1M
647,499
-0%
减持
AMZN
AMAZON COM INC
+$12.0M
1,309,836
-2%
减持
ABBV
ABBVIE INC
-$11.9M
611,589
-5%
增持
NICE
NICE LTD
-$11.9M
292,437
+23%
增持
FTV
FORTIVE CORP
-$11.5M
1,291,524
+4%
减持
AIZ
ASSURANT INC
-$11.5M
358,164
-5%
增持
PDD
PDD HOLDINGS INC
+$11.4M
610,670
+2%
减持
HON
HONEYWELL INTL INC
+$11.0M
1,483,650
-0%
减持
MAR
MARRIOTT INTL INC NEW
-$10.0M
596,288
-2%
增持
UNP
UNION PAC CORP
+$9.9M
114,973
+76%
清仓
QFIN
QIFU TECHNOLOGY INC
-$9.8M
0
-100%
减持
IQV
IQVIA HLDGS INC
-$9.6M
185,039
-4%
减持
KO
COCA COLA CO
-$9.3M
1,187,211
-15%
减持
COF
CAPITAL ONE FINL CORP
-$9.1M
519,526
-4%
增持
CAL
CALERES INC
+$8.7M
781,127
+82%
减持
BALL
BALL CORP
-$8.3M
1,075,944
-1%
减持
USB
US BANCORP DEL
-$8.3M
1,567,479
-2%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$8.1M
1,341,961
-5%
减持
ALLY
ALLY FINL INC
-$7.9M
3,413,073
-3%
减持
PPLI
IAC INC
-$7.0M
423,203
-16%
增持
MDLZ
MONDELEZ INTL INC
-$6.9M
2,487,281
+2%
减持
CSW
CSW INDUSTRIALS INC
+$6.8M
441,553
-6%
清仓
—
1ST COLONIAL BANCORP
-$6.6M
0
-100%
增持
NKE
NIKE INC
-$6.6M
1,392,816
+17%
减持
COR
CENCORA INC
-$6.4M
233,923
-4%
建仓
GEV
GE VERNOVA INC
+$6.2M
36,421
增持
DIS
DISNEY WALT CO
-$6.2M
311,102
+3%
增持
MKL
MARKEL GROUP INC
+$6.1M
110,212
+0%
增持
—
CHUBB LIMITED
+$6.0M
95,913
+34%
减持
CVS
CVS HEALTH CORP
-$5.9M
75,314
-42%
增持
CNQ
CANADIAN NAT RES LTD
-$5.8M
1,485,340
+91%
增持
SNY
SANOFI
+$5.8M
120,644
+23556%
增持
LULU
LULULEMON ATHLETICA INC
+$5.8M
21,913
+989%
减持
GGG
GRACO INC
-$5.7M
355,696
-2%
增持
META
META PLATFORMS INC
+$5.6M
52,459
+22%
增持
DEO
DIAGEO PLC
-$5.2M
280,886
+3%
减持
SBUX
STARBUCKS CORP
-$4.5M
294,526
-2%
减持
SNA
SNAP ON INC
-$4.2M
106,919
-2%
减持
ENB
ENBRIDGE INC
-$4.1M
1,048,728
-8%
增持
—
WELLS FARGO CO NEW
+$4.0M
17,929
+26%
减持
WH
WYNDHAM HOTELS & RESORTS INC
-$3.8M
83,015
-36%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$3.6M
106,782
+9%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$3.2M
425,844
-8%
减持
BA
BOEING CO
-$3.2M
61,930
-17%
增持
SCI
SERVICE CORP INTL
-$3.1M
1,272,125
+1%
减持
VLTO
VERALTO CORP
+$3.0M
551,161
-2%
减持
ENTG
ENTEGRIS INC
-$2.9M
65,548
-22%
清仓
—
BEIERSDORF AG
-$2.9M
0
-100%
增持
CTRA
COTERRA ENERGY INC
+$2.8M
157,101
+224%
减持
INGR
INGREDION INC
-$2.7M
334,700
-5%
减持
BSX
BOSTON SCIENTIFIC CORP
+$2.6M
311,613
-0%
减持
WBD
WARNER BROS DISCOVERY INC
-$2.6M
518,681
-30%
清仓
—
PRIME MERIDIAN HLDG
-$2.6M
0
-100%
减持
—
LIBERTY MEDIA CORP DEL
-$2.5M
300,242
-2%
清仓
—
MARINE BANCORP FLA I
-$2.4M
0
-100%
减持
—
GATES INDL CORP PLC
-$2.3M
1,057,805
-1%
减持
CSX
CSX CORP
-$2.3M
257,093
-12%
增持
MLM
MARTIN MARIETTA MATLS INC
-$2.2M
33,947
+1%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
18,227
+0%
清仓
ANSS
ANSYS INC
-$2.1M
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$2.0M
411,686
-10%
清仓
DDEJF
DUNDEE CORP
-$2.0M
0
-100%
增持
HSY
HERSHEY CO
+$2.0M
14,231
+324%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.9M
137,532
-1%
增持
NNBR
NN INC
-$1.8M
1,925,000
+20%
减持
A
AGILENT TECHNOLOGIES INC
-$1.8M
87,793
-3%
清仓
GLDD
GREAT LAKES DREDGE & DOCK CO
-$1.8M
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.7M
480,367
+5%
减持
GL
GLOBE LIFE INC
-$1.7M
44,163
-4%
增持
BAER
BRIDGER AEROSPACE GRP HLDGS
+$1.7M
854,705
+185%
减持
SYK
STRYKER CORPORATION
-$1.7M
94,084
-0%
减持
JEF
JEFFERIES FINL GROUP INC
+$1.7M
305,410
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.7M
113,434
+2%
清仓
RGS
REGIS CORPORATION
-$1.7M
0
-100%
减持
AMGN
AMGEN INC
+$1.6M
113,969
-5%
增持
RPM
RPM INTL INC
-$1.6M
160,328
+1%
增持
—
EXXON MOBIL CORP
+$1.6M
204,148
+8%
增持
HHH
HOWARD HUGHES HOLDINGS INC
-$1.6M
249,664
+2%
减持
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$1.6M
236,622
-9%
减持
—
NAVIGATOR HLDGS LTD
+$1.6M
826,470
-1%
清仓
MCBI
MOUNTAIN COMM BANCOR
-$1.6M
0
-100%
减持
HD
HOME DEPOT INC
-$1.5M
35,467
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$1.5M
2,619
-69%
减持
LEN
LENNAR CORP
-$1.5M
66,616
-0%
减持
MIR
MIRION TECHNOLOGIES INC
-$1.5M
1,724,391
-2%
清仓
—
GENERAL ELECTRIC CO
-$1.5M
0
-100%
减持
CMC
COMMERCIAL METALS CO
-$1.4M
292,880
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.4M
25,767
+13%
减持
RTX
RTX CORPORATION
-$1.4M
90,370
-16%
减持
AMAL
AMALGAMATED FINANCIAL CORP
+$1.3M
402,903
-1%
增持
AGI
ALAMOS GOLD INC NEW
+$1.3M
130,000
+160%
减持
TRV
TRAVELERS COMPANIES INC
-$1.3M
43,678
-1%
减持
—
LIBERTY MEDIA CORP DEL
-$1.2M
149,475
-3%
减持
ADBE
ADOBE INC
-$1.2M
6,712
-32%
增持
MRK
MERCK & CO INC
-$1.2M
210,857
+1%
增持
COP
CONOCOPHILLIPS
-$1.2M
153,129
+4%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$1.2M
75,373
-52%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$1.2M
175,844
-0%
增持
IAU
ISHARES GOLD TR
+$1.1M
56,177
+78%
减持
—
CONSOLIDATED WATER CO INC
-$1.1M
325,997
-2%
清仓
—
PIONEER NAT RES CO
-$1.1M
0
-100%
建仓
OIS
OIL STS INTL INC
+$1.1M
250,000
