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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 58
减持 80
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.30B
14,253
-4%
减持
KKR
KKR & CO INC
-$283.8M
8,342,388
-1%
减持
AAPL
APPLE INC
-$240.6M
6,291,537
-4%
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
GOOG
ALPHABET INC
-$194.5M
5,362,521
-1%
增持
MSFT
MICROSOFT CORP
-$193.5M
4,477,461
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$170.6M
1,145,481
-25%
清仓
—
ASPEN TECHNOLOGY INC
-$170.5M
0
-100%
减持
ORCL
ORACLE CORP
-$169.1M
4,908,228
-4%
增持
—
ASML HOLDING N V
+$161.8M
708,062
+61%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$160.7M
1,932,962
+1%
减持
AVGO
BROADCOM INC
-$156.8M
2,290,528
-1%
减持
AZO
AUTOZONE INC
+$148.2M
256,411
-1%
减持
CRM
SALESFORCE INC
-$114.2M
1,541,014
-1%
减持
NEE
NEXTERA ENERGY INC
-$112.4M
328,896
-83%
减持
BN
BROOKFIELD CORP
-$97.3M
16,732,379
-1%
增持
KNSL
KINSALE CAP GROUP INC
+$79.3M
201,272
+401%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$79.2M
2,397,679
+7%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$73.9M
337,922
-0%
减持
GOOGL
ALPHABET INC
-$71.7M
1,931,548
-1%
减持
PM
PHILIP MORRIS INTL INC
+$69.8M
1,867,724
-0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$58.7M
570,648
-36%
增持
GEV
GE VERNOVA INC
+$58.2M
228,283
+574%
增持
V
VISA INC
+$55.9M
1,299,273
+4%
增持
—
LINDE PLC
+$45.4M
651,875
+7%
减持
—
ACCENTURE PLC IRELAND
-$41.0M
627,944
-7%
增持
DHR
DANAHER CORPORATION
-$40.9M
1,933,460
+2%
减持
MKL
MARKEL GROUP INC
-$37.2M
25,369
-48%
增持
UNP
UNION PAC CORP
+$29.4M
498,430
+31%
建仓
CNC
CENTENE CORP DEL
+$28.8M
474,879
增持
BL
BLACKLINE INC
+$28.3M
815,975
+409%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$27.9M
1,151,974
+1%
增持
AMZN
AMAZON COM INC
-$26.6M
1,340,008
+4%
减持
VOO
VANGUARD INDEX FDS
-$26.4M
459,989
-6%
增持
LB
LANDBRIDGE COMPANY LLC
+$26.0M
2,798,207
+3%
减持
AXP
AMERICAN EXPRESS CO
-$24.8M
518,837
-4%
增持
NVDA
NVIDIA CORPORATION
-$22.9M
1,834,459
+11%
减持
MAR
MARRIOTT INTL INC NEW
-$22.7M
549,089
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$21.8M
175,342
-8%
增持
ABBV
ABBVIE INC
+$21.7M
618,259
+2%
增持
LOW
LOWES COS INC
-$21.6M
1,407,893
+1%
减持
CSW
CSW INDUSTRIALS INC
-$21.4M
286,055
-4%
增持
BALL
BALL CORP
+$20.1M
1,653,305
+38%
增持
VRT
VERTIV HOLDINGS CO
+$19.8M
918,021
+132%
增持
UBER
UBER TECHNOLOGIES INC
+$19.2M
270,700
+3342%
增持
AMAT
APPLIED MATLS INC
-$19.2M
3,088,624
+8%
减持
CMCSA
COMCAST CORP NEW
-$19.0M
3,504,503
-11%
增持
MDLZ
MONDELEZ INTL INC
+$19.0M
2,396,937
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$19.0M
302,296
+31%
建仓
—
ARIS WATER SOLUTIONS INC
+$17.3M
540,370
增持
COR
CENCORA INC
+$17.2M
276,478
+4%
增持
MS
MORGAN STANLEY
+$15.5M
185,651
+278%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$13.8M
405,148
增持
KO
COCA COLA CO
+$13.8M
951,457
+8%
增持
BX
BLACKSTONE INC
+$13.3M
137,089
+302%
增持
SBUX
STARBUCKS CORP
+$12.1M
446,294
+33%
建仓
CCK
CROWN HLDGS INC
+$11.7M
130,314
减持
TMC
TMC THE METALS COMPANY INC
+$11.0M
18,587,785
-1%
增持
APH
AMPHENOL CORP NEW
+$10.8M
186,518
+766%
减持
USB
US BANCORP DEL
-$9.7M
1,162,207
-3%
增持
—
CHUBB LIMITED
+$9.5M
155,359
+24%
建仓
—
WELLS FARGO CO NEW
+$9.2M
7,685
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$9.2M
437,077
+23%
减持
NSRGY
NESTLE SA
-$9.1M
892,482
-27%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$8.9M
1,211,977
-2%
增持
META
META PLATFORMS INC
+$8.6M
121,343
+16%
减持
VLTO
VERALTO CORP
-$8.6M
507,463
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$8.4M
948,563
+6%
建仓
TMHC
TAYLOR MORRISON HOME CORP
+$8.0M
134,065
减持
LEN
LENNAR CORP
-$8.0M
6,564
-90%
清仓
IONQ
IONQ INC
-$7.4M
0
-100%
减持
—
BROOKFIELD INFRAST PARTNERS
-$7.2M
1,935,136
-5%
减持
SPGI
S&P GLOBAL INC
-$7.0M
608,082
-3%
增持
TGT
TARGET CORP
+$6.8M
68,541
+2885%
减持
INTC
INTEL CORP
-$6.0M
1,012,228
-30%
增持
AMT
AMERICAN TOWER CORP NEW
+$5.9M
219,514
+4%
减持
DIS
DISNEY WALT CO
-$5.9M
255,660
-5%
减持
—
GATES INDL CORP PLC
-$5.7M
855,186
-18%
减持
JEF
JEFFERIES FINL GROUP INC
-$5.4M
216,959
-0%
减持
JNJ
JOHNSON & JOHNSON
+$5.4M
788,791
-8%
增持
LVMUY
LVMH MOET HENNESSY LOUIS VUITTON SA UNPSPONSORED ADR
+$5.3M
70,836
+169%
增持
MTCH
MATCH GROUP INC NEW
-$5.0M
3,473,359
+0%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$4.7M
151,915
-4%
减持
TAC
TRANSALTA CORP
-$4.3M
881,682
-1%
增持
HON
HONEYWELL INTL INC
+$4.2M
1,512,388
+9%
减持
FTV
FORTIVE CORP
-$4.2M
1,368,940
-2%
减持
AIZ
ASSURANT INC
-$4.1M
380,784
-3%
减持
AMGN
AMGEN INC
+$4.1M
98,336
-3%
减持
MCD
MCDONALDS CORP
+$3.8M
620,737
-5%
增持
PEP
PEPSICO INC
+$3.7M
144,720
+27%
减持
COF
CAPITAL ONE FINL CORP
-$3.6M
518,723
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.6M
11,503
+213%
增持
FMCX
NORTHERN LTS FD TR IV
-$3.5M
3,054,180
+0%
减持
CIEN
CIENA CORP
-$3.5M
59,827
-29%
增持
DEO
DIAGEO PLC
-$3.5M
270,800
+12%
减持
MRK
MERCK & CO INC
-$3.5M
176,732
-9%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.4M
75,892
-19%
建仓
GPGI
COMPOSECURE INC
+$3.1M
288,492
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$3.1M
23,959
-33%
增持
NICE
NICE LTD
+$3.0M
582,559
+19%
减持
AMAL
AMALGAMATED FINANCIAL CORP
-$2.9M
423,675
-6%
增持
MRSH
MARSH & MCLENNAN COS INC
+$2.9M
24,252
+73%
增持
BXP
BXP INC
+$2.9M
187,085
+43%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$2.7M
20,528
减持
VTI
VANGUARD INDEX FDS
-$2.6M
10,406
-45%
增持
CPRT
COPART INC
-$2.5M
3,912,346
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.4M
107,462
-3%
增持
SOXX
ISHARES TR
-$2.4M
101,375
+2%
减持
MCO
MOODYS CORP
-$2.4M
95,177
-4%
减持
—
NAVIGATOR HLDGS LTD
-$2.4M
1,011,146
-2%
增持
PGR
PROGRESSIVE CORP
-$2.4M
12,986
+1%
减持
MA
MASTERCARD INCORPORATED
-$2.4M
24,196
-0%
建仓
EFSC
ENTERPRISE FINL SVCS CORP
+$2.3M
42,917
减持
DMAC
DIAMEDICA THERAPEUTICS INC
-$2.3M
606,435
-28%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$2.2M
21,366
增持
DEI
DOUGLAS EMMETT INC
-$2.2M
1,203,908
+4%
减持
BA
BOEING CO
-$2.2M
165,876
-4%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$2.1M
158,592
-7%
减持
—
UNILEVER PLC
-$2.1M
50,229
-6%
减持
MTX
MINERALS TECHNOLOGIES INC
-$2.1M
144,773
-1%
减持
SRE
SEMPRA
-$2.1M
104,964
-2%
减持
HSY
HERSHEY CO
-$2.1M
2,012
-86%
增持
NKE
NIKE INC
-$2.0M
849,446
+23%
减持
SCHW
SCHWAB CHARLES CORP
+$1.9M
461,397
-0%
减持
BSX
BOSTON SCIENTIFIC CORP
+$1.9M
187,272
-1%
减持
LEN/B
LENNAR CORP
-$1.9M
24,292
-30%
增持
HCA
HCA HEALTHCARE INC
+$1.9M
16,166
+32%
增持
CAL
CALERES INC
-$1.9M
560,343
+12%
减持
ONTO
ONTO INNOVATION INC
-$1.9M
26,499
-14%
减持
—
AXIS CAP HLDGS LTD
+$1.8M
188,064
-2%
增持
TMUS
T-MOBILE US INC
+$1.8M
26,705
+10%
减持
SG
SWEETGREEN INC
-$1.7M
245,330
-0%
减持
A
AGILENT TECHNOLOGIES INC
-$1.7M
79,375
-3%
减持
LBRDA
LIBERTY BROADBAND CORP
-$1.7M
44,411
-40%
增持
GLD
SPDR GOLD TR
+$1.7M
33,850
+2%
减持
AJG
GALLAGHER ARTHUR J & CO
+$1.7M
30,926
-3%
减持
BKNG
BOOKING HOLDINGS INC
-$1.6M
963
-21%
减持
ESQ
ESQUIRE FINL HLDGS INC
-$1.6M
56,879
-24%
减持
HD
HOME DEPOT INC
-$1.6M
33,583
-6%
减持
PG
PROCTER AND GAMBLE CO
-$1.6M
245,867
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
225,233
+9%
增持
MTB
M & T BK CORP
-$1.6M
9,693
+1%
增持
ALLY
ALLY FINL INC
+$1.6M
4,258,760
+1%
增持
—
CLARIVATE PLC
-$1.5M
1,365,686
+1%
减持
WFC
WELLS FARGO CO NEW
-$1.5M
362,594
-5%
减持
CMC
COMMERCIAL METALS CO
-$1.4M
272,431
-3%
减持
—
LIBERTY MEDIA CORP DEL
-$1.4M
13,630
-61%
减持
CL
COLGATE PALMOLIVE CO
-$1.4M
85,133
-18%
减持
MSEX
MIDDLESEX WTR CO
+$1.4M
169,788
-5%
减持
RPM
RPM INTL INC
-$1.4M
154,148
-1%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.4M
51,078
-5%
