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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 13
增持 66
减持 69
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$931.4M
14,337
+1%
减持
MSFT
MICROSOFT CORP
+$523.8M
4,432,090
-1%
减持
ORCL
ORACLE CORP
+$291.4M
4,471,665
-9%
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
AAPL
APPLE INC
-$266.6M
5,512,294
-12%
减持
AVGO
BROADCOM INC
+$240.3M
2,262,891
-1%
增持
ANSS
ANSYS INC
+$223.6M
639,344
+20910%
增持
KKR
KKR & CO INC
+$195.6M
8,720,211
+5%
增持
UNH
UNITEDHEALTH GROUP INC
-$166.1M
1,390,594
+21%
增持
AMZN
AMAZON COM INC
+$150.8M
1,849,419
+38%
减持
BN
BROOKFIELD CORP
+$141.0M
16,456,627
-2%
建仓
—
AMRIZE LTD
+$117.1M
2,364,164
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$114.6M
1,883,307
-3%
增持
NVDA
NVIDIA CORPORATION
+$111.8M
1,966,356
+7%
增持
—
ASML HOLDING N V
+$99.8M
710,045
+0%
增持
CRM
SALESFORCE INC
+$99.1M
1,877,476
+22%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$91.0M
337,681
-0%
减持
FTV
FORTIVE CORP
-$84.8M
295,080
-78%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$84.1M
956,704
+1%
增持
GEV
GE VERNOVA INC
+$74.6M
272,598
+19%
减持
TMC
TMC THE METALS COMPANY INC
+$73.0M
15,911,899
-14%
减持
AMAT
APPLIED MATLS INC
+$65.9M
2,808,455
-9%
增持
BL
BLACKLINE INC
+$64.0M
1,827,918
+124%
建仓
POOL
POOL CORP
+$62.7M
215,261
减持
—
ACCENTURE PLC IRELAND
-$51.7M
482,508
-23%
增持
DHR
DANAHER CORPORATION
+$42.8M
2,222,369
+15%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$40.8M
2,334,528
+1231%
增持
VOO
VANGUARD INDEX FDS
+$39.5M
484,180
+5%
减持
PM
PHILIP MORRIS INTL INC
+$39.4M
1,844,373
-1%
增持
INTC
INTEL CORP
+$37.9M
2,719,324
+169%
建仓
HSIC
HENRY SCHEIN INC
+$37.1M
507,917
增持
META
META PLATFORMS INC
+$36.3M
143,908
+19%
减持
—
LVMH MOET HENNESSY LOUIS VUITTON
-$34.1M
323,484
-2%
减持
GOOG
ALPHABET INC
-$32.6M
4,539,075
-15%
减持
CPRT
COPART INC
-$30.1M
3,898,319
-0%
减持
USB
US BANCORP DEL
-$30.0M
430,456
-63%
减持
HON
HONEYWELL INTL INC
+$26.7M
1,489,612
-2%
增持
ALLY
ALLY FINL INC
+$26.1M
4,656,498
+9%
减持
AZO
AUTOZONE INC
-$26.0M
256,360
-0%
减持
CMCSA
COMCAST CORP NEW
-$25.7M
2,903,151
-17%
增持
SNPS
SYNOPSYS INC
+$25.0M
49,318
+6511%
减持
VRT
VERTIV HOLDINGS CO
+$21.5M
683,909
-26%
减持
JNJ
JOHNSON & JOHNSON
-$20.7M
720,774
-9%
减持
NKE
NIKE INC
-$20.2M
476,489
-44%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$19.8M
211,830
+891%
减持
AXP
AMERICAN EXPRESS CO
+$19.4M
498,437
-4%
减持
MKL
MARKEL GROUP INC
-$18.6M
14,459
-43%
减持
MAR
MARRIOTT INTL INC NEW
+$17.9M
544,322
-1%
增持
QXO
QXO INC
+$17.5M
831,041
+2764%
增持
COF
CAPITAL ONE FINL CORP
+$17.5M
519,289
+0%
减持
ABBV
ABBVIE INC
-$16.4M
609,692
-1%
增持
NICE
NICE LTD
+$15.5M
623,385
+7%
增持
UNP
UNION PAC CORP
+$14.9M
576,747
+16%
增持
GE
GE AEROSPACE
+$14.1M
200,192
+7%
建仓
CRWV
COREWEAVE INC
+$13.6M
83,500
增持
—
LINDE PLC
+$13.6M
675,871
+4%
减持
NSRGY
NESTLE SA
-$13.4M
774,686
-13%
减持
MCD
MCDONALDS CORP
-$13.3M
618,087
-0%
增持
NFLX
NETFLIX INC
+$12.1M
10,036
+589%
减持
JPM
JPMORGAN CHASE & CO.
+$10.9M
293,530
-3%
建仓
IONQ
IONQ INC
+$10.8M
251,500
增持
UBER
UBER TECHNOLOGIES INC
+$10.6M
324,858
+20%
增持
QSR
RESTAURANT BRANDS INTL INC
+$10.3M
174,441
+822%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$10.2M
2,004,053
-16%
增持
TGT
TARGET CORP
+$9.9M
173,264
+153%
增持
BALL
BALL CORP
+$9.6M
1,705,428
+3%
增持
LB
LANDBRIDGE COMPANY LLC
+$9.0M
3,112,567
+11%
减持
FMCX
NORTHERN LTS FD TR IV
+$8.9M
3,035,319
-1%
增持
BXP
BXP INC
+$7.8M
300,968
+61%
增持
MS
MORGAN STANLEY
+$7.4M
206,573
+11%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$7.2M
1,122,490
-3%
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$6.8M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$6.8M
47,725
+99%
增持
APH
AMPHENOL CORP NEW
+$6.8M
192,518
+3%
减持
—
BROOKFIELD INFRAST PARTNERS
+$6.7M
1,920,635
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$6.5M
481,722
-16%
减持
SNY
SANOFI
-$6.3M
22,724
-83%
减持
SBUX
STARBUCKS CORP
-$6.0M
412,015
-8%
减持
COR
CENCORA INC
+$5.9M
276,105
-0%
建仓
AGG
ISHARES TR
+$5.9M
59,125
减持
SCHW
SCHWAB CHARLES CORP
+$5.9M
459,985
-0%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$5.5M
1,162,323
-4%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$5.2M
149,363
-2%
减持
V
VISA INC
+$5.2M
1,297,120
-0%
增持
MA
MASTERCARD INCORPORATED
+$5.1M
32,633
+35%
增持
SPY
SPDR S&P 500 ETF TR
+$5.1M
36,098
+17%
减持
SOXX
ISHARES TR
+$5.0M
100,795
-1%
增持
CBL
CBL & ASSOC PPTYS INC
+$4.9M
285,594
+219%
增持
LRCX
LAM RESEARCH CORP
+$4.8M
54,536
+622%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$4.7M
57,402
减持
MDLZ
MONDELEZ INTL INC
-$4.7M
2,342,066
-2%
减持
PEP
PEPSICO INC
-$4.7M
129,109
-11%
增持
BND
VANGUARD BD INDEX FDS
+$4.3M
62,146
+1742%
增持
VO
VANGUARD INDEX FDS
+$4.3M
116,754
+6%
减持
MRK
MERCK & CO INC
-$4.2M
148,028
-16%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.1M
501,600
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.9M
103,898
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$3.8M
3,470
-70%
增持
—
ARIS WATER SOLUTIONS INC
+$3.8M
892,540
+65%
减持
SPGI
S&P GLOBAL INC
-$3.8M
578,808
-5%
清仓
ESI
ELEMENT SOLUTIONS INC
-$3.8M
0
-100%
增持
AIZ
ASSURANT INC
-$3.7M
385,581
+1%
减持
AMGN
AMGEN INC
-$3.7M
96,400
-2%
增持
—
EATON CORP PLC
+$3.7M
27,014
+23%
减持
PFE
PFIZER INC
-$3.6M
257,364
-34%
减持
CAL
CALERES INC
-$3.6M
500,310
-11%
减持
SG
SWEETGREEN INC
-$3.5M
179,230
-27%
增持
VB
VANGUARD INDEX FDS
+$3.4M
77,997
+14%
减持
CNC
CENTENE CORP DEL
-$3.4M
468,714
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.3M
163,277
+56%
减持
—
GATES INDL CORP PLC
+$3.3M
826,981
-3%
建仓
IEF
ISHARES TR
+$3.3M
34,299
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$3.3M
42,376
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.3M
25,266
+702%
增持
EMR
EMERSON ELEC CO
+$3.2M
33,573
+185%
增持
BAER
BRIDGER AEROSPACE GRP HLDGS
+$3.2M
2,510,980
+70%
增持
NOW
SERVICENOW INC
+$3.2M
4,357
+163%
减持
CAR
AVIS BUDGET GROUP
+$3.1M
37,137
-10%
建仓
—
ROYAL CARIBBEAN GROUP
+$3.0M
9,565
增持
QCOM
QUALCOMM INC
+$3.0M
21,805
+597%
增持
KD
KYNDRYL HLDGS INC
+$2.9M
211,451
+12%
减持
CSW
CSW INDUSTRIALS INC
-$2.9M
280,688
-2%
减持
RPM
RPM INTL INC
-$2.8M
137,033
-11%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.8M
55,299
+698%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.7M
248,571
+10%
增持
BAC
BANK AMERICA CORP
+$2.7M
185,845
+27%
增持
MLM
MARTIN MARIETTA MATLS INC
+$2.7M
35,893
+1%
减持
—
EXXON MOBIL CORP
-$2.7M
180,887
-3%
建仓
IEUR
ISHARES TR
+$2.6M
39,916
减持
WFC
WELLS FARGO CO NEW
+$2.6M
357,662
-1%
增持
IQV
IQVIA HLDGS INC
-$2.6M
244,892
+5%
增持
IEMG
ISHARES INC
+$2.5M
52,764
+343%
增持
VLTO
VERALTO CORP
+$2.5M
514,843
+1%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$2.5M
354,870
-19%
增持
LOW
LOWES COS INC
+$2.5M
1,491,331
+6%
减持
MCO
MOODYS CORP
+$2.5M
93,381
-2%
增持
PPLI
IAC INC
-$2.5M
399,416
+5%
减持
GOOGL
ALPHABET INC
-$2.4M
1,681,371
-13%
减持
BABA
ALIBABA GROUP HLDG LTD
-$2.4M
2,973
-86%
增持
CSCO
CISCO SYS INC
+$2.3M
81,267
+52%
减持
MTX
MINERALS TECHNOLOGIES INC
-$2.3M
125,315
-13%
减持
MSEX
MIDDLESEX WTR CO
-$2.3M
159,153
-6%
增持
—
NAVIGATOR HLDGS LTD
+$2.3M
1,114,252
+10%
减持
MTCH
MATCH GROUP INC NEW
-$2.3M
3,435,128
-1%
增持
PG
PROCTER AND GAMBLE CO
-$2.2M
248,955
+1%
增持
WMT
WALMART INC
+$2.2M
151,361
+6%
建仓
EUSA
ISHARES INC
+$2.2M
22,349
增持
SCI
SERVICE CORP INTL
+$2.2M
1,215,099
+1%
减持
—
UNILEVER PLC
-$2.2M
13,390
-73%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$2.1M
152,850
-4%
建仓
PSN
PARSONS CORP DEL
+$2.1M
29,560
