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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 12
增持 65
减持 65
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$429.7M
14,077
-4%
减持
ORCL
ORACLE CORP
-$372.9M
3,982,534
-3%
减持
GOOG
ALPHABET INC
+$273.7M
4,191,392
-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。
增持
AZO
AUTOZONE INC
-$205.8M
261,314
+3%
增持
CRM
SALESFORCE INC
+$178.3M
2,667,418
+20%
增持
BSX
BOSTON SCIENTIFIC CORP
+$161.3M
1,881,937
+915%
减持
MSFT
MICROSOFT CORP
-$153.0M
4,358,015
-0%
建仓
CSL
CARLISLE COS INC
+$140.3M
438,491
减持
GOOGL
ALPHABET INC
+$98.8M
1,602,638
-3%
减持
—
ASML HOLDING N V
+$75.5M
792,284
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$69.6M
768,910
-1%
减持
DHR
DANAHER CORPORATION
+$69.6M
2,309,711
-0%
减持
AMAT
APPLIED MATLS INC
+$69.0M
1,885,459
-7%
减持
AAPL
APPLE INC
+$66.3M
5,173,749
-2%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$60.8M
1,685,067
-12%
增持
—
AMRIZE LTD
+$55.0M
4,036,704
+20%
增持
LB
LANDBRIDGE COMPANY LLC
+$43.6M
6,861,939
+24%
减持
MDLZ
MONDELEZ INTL INC
-$42.3M
1,756,740
-20%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$38.8M
2,284,615
-0%
增持
AMZN
AMAZON COM INC
+$35.0M
2,133,145
+2%
增持
SNPS
SYNOPSYS INC
+$32.5M
784,551
+15%
清仓
NICE
NICE LTD
-$31.8M
0
-100%
增持
SPGI
S&P GLOBAL INC
+$30.7M
634,837
+3%
减持
LLY
ELI LILLY & CO
+$29.0M
105,997
-5%
增持
ALLY
ALLY FINL INC
+$28.8M
4,691,207
+0%
减持
AVGO
BROADCOM INC
+$28.1M
2,211,185
-1%
减持
VOO
VANGUARD INDEX FDS
-$27.4M
421,733
-11%
减持
POOL
POOL CORP
-$27.4M
215,602
-13%
减持
MAR
MARRIOTT INTL INC NEW
+$26.5M
540,248
-0%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$24.2M
1,013,363
+200%
增持
IVV
ISHARES TR
+$23.5M
40,230
+561%
增持
BL
BLACKLINE INC
+$23.4M
2,428,604
+16%
增持
KNSL
KINSALE CAP GROUP INC
+$21.8M
614,647
+20%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$21.1M
380,152
-23%
增持
V
VISA INC
+$16.0M
1,299,451
+1%
增持
BALL
BALL CORP
+$15.9M
2,033,012
+12%
增持
COF
CAPITAL ONE FINL CORP
+$15.9M
527,487
+0%
清仓
NOBL
PROSHARES TR
-$15.8M
0
-100%
清仓
—
ARIS WATER SOLUTIONS INC
-$15.1M
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$15.1M
479,895
-2%
减持
CMCSA
COMCAST CORP NEW
-$14.8M
1,108,247
-27%
减持
JNJ
JOHNSON & JOHNSON
+$14.7M
686,473
-0%
增持
UNH
UNITEDHEALTH GROUP INC
-$13.5M
1,353,402
+2%
增持
—
CHUBB LIMITED
+$13.1M
201,851
+14%
增持
—
LINDE PLC
-$13.1M
721,360
+7%
增持
AIZ
ASSURANT INC
+$13.1M
414,642
+4%
清仓
PPLI
IAC INC
-$12.9M
0
-100%
减持
CSW
CSW INDUSTRIALS INC
+$12.7M
273,420
-2%
增持
KKR
KKR & CO INC
-$12.5M
8,597,044
+1%
增持
META
META PLATFORMS INC
+$12.2M
193,855
+23%
增持
IQV
IQVIA HLDGS INC
+$12.1M
268,866
+5%
增持
BN
BROOKFIELD CORP
-$11.9M
23,795,141
+47%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$11.5M
60,403
+1369%
增持
HON
HONEYWELL INTL INC
-$11.5M
1,909,971
+5%
增持
INTC
INTEL CORP
+$11.4M
2,943,484
+2%
增持
GEV
GE VERNOVA INC
+$11.0M
276,244
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$10.9M
1,124,200
-2%
清仓
—
VERITEX HLDGS INC
-$10.3M
0
-100%
增持
IEFA
ISHARES TR
+$10.3M
130,366
+753%
增持
LOW
LOWES COS INC
-$10.2M
1,498,010
+1%
减持
NKE
NIKE INC
-$9.8M
376,851
-22%
减持
—
ACCENTURE PLC IRELAND
+$8.9M
474,610
-1%
增持
L
LOEWS CORP
+$8.8M
178,342
+80%
增持
NFLX
NETFLIX INC
-$8.8M
32,432
+228%
增持
MTCH
MATCH GROUP INC NEW
-$8.4M
3,557,506
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.2M
1,854,555
-1%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$8.1M
528,859
+663%
建仓
QLTY
GMO ETF TRUST
+$7.7M
200,937
增持
—
NAVIGATOR HLDGS LTD
+$7.4M
1,430,009
+28%
减持
SCI
SERVICE CORP INTL
-$7.2M
1,186,881
-1%
增持
VO
VANGUARD INDEX FDS
+$6.9M
138,832
+23%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$6.8M
1,111,922
-3%
增持
CPRT
COPART INC
+$6.7M
4,732,646
+19%
增持
HCA
HCA HEALTHCARE INC
+$6.6M
28,783
+80%
减持
TMC
TMC THE METALS COMPANY INC
-$6.4M
15,315,924
-3%
增持
DEI
DOUGLAS EMMETT INC
-$5.9M
1,519,447
+5%
减持
VRT
VERTIV HOLDINGS CO
+$5.7M
678,179
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$5.5M
483,364
+39%
增持
WFC
WELLS FARGO CO NEW
+$5.3M
369,474
+6%
减持
HSIC
HENRY SCHEIN INC
-$5.2M
117,726
-45%
增持
QXO
QXO INC
+$5.1M
1,578,055
+19%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$5.1M
18,317
+345%
减持
AMT
AMERICAN TOWER CORP NEW
-$4.9M
200,674
-4%
建仓
ROST
ROSS STORES INC
+$4.7M
25,989
减持
ENB
ENBRIDGE INC
-$4.7M
707,991
-7%
增持
MRK
MERCK & CO INC
+$4.5M
156,577
+10%
减持
COR
CENCORA INC
+$4.3M
266,675
-3%
清仓
—
QUIPT HOME MEDICAL CORP
-$4.3M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$4.3M
231,763
-5%
减持
—
LVMH MOET HENNESSY LOUIS VUITTON
-$4.3M
169,272
-22%
增持
KO
COCA COLA CO
+$4.1M
1,023,302
+1%
建仓
BOC
BOSTON OMAHA CORP
+$4.1M
333,967
增持
WBI
WATERBRIDGE INFRASTRUCTURE L
-$4.1M
803,720
+0%
减持
KD
KYNDRYL HLDGS INC
-$4.1M
496,726
-14%
减持
AMD
ADVANCED MICRO DEVICES INC
+$4.1M
86,451
-3%
减持
VLTO
VERALTO CORP
-$4.0M
511,016
-1%
清仓
HLX
HELIX ENERGY SOLUTIONS GRP I
-$3.9M
0
-100%
增持
PSX
PHILLIPS 66
+$3.9M
55,494
+134%
减持
CIEN
CIENA CORP
+$3.9M
46,141
-3%
建仓
RGP
RESOURCES CONNECTION INC
+$3.8M
750,950
减持
HD
HOME DEPOT INC
-$3.8M
58,301
-1%
减持
INGR
INGREDION INC
-$3.7M
287,727
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.7M
53,061
+19%
增持
APO
APOLLO GLOBAL MGMT INC
+$3.7M
56,102
+68%
减持
SYK
STRYKER CORPORATION
-$3.5M
66,412
-8%
减持
MS
MORGAN STANLEY
+$3.4M
219,622
-2%
建仓
INTU
INTUIT
+$3.4M
5,161
减持
AMGN
AMGEN INC
+$3.3M
92,933
-3%
建仓
FITB
FIFTH THIRD BANCORP
+$3.2M
67,884
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$3.2M
145,360
-2%
增持
MKL
MARKEL GROUP INC
+$3.1M
6,267
+16%
增持
SOXX
ISHARES TR
+$3.1M
101,086
+0%
减持
RHLD
RESOLUTE HLDGS MGMT INC
+$3.0M
22,840
-2%
减持
NSRGY
NESTLE SA
+$3.0M
727,782
-3%
清仓
CNC
CENTENE CORP DEL
-$3.0M
0
-100%
增持
BAER
BRIDGER AEROSPACE GRP HLDGS
+$3.0M
5,513,555
+44%
建仓
PSNL
PERSONALIS INC
+$3.0M
373,822
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$2.9M
288,337
-9%
建仓
WAT
WATERS CORP
+$2.9M
7,729
建仓
NNI
NELNET INC
+$2.9M
21,763
减持
KMX
CARMAX INC
-$2.8M
106,467
-31%
减持
MCD
MCDONALDS CORP
-$2.8M
564,683
-2%
减持
LRCX
LAM RESEARCH CORP
+$2.8M
75,673
-0%
减持
—
GATES INDL CORP PLC
-$2.6M
612,175
-3%
增持
TJX
TJX COS INC NEW
+$2.6M
46,551
+47%
减持
AJG
GALLAGHER ARTHUR J & CO
-$2.6M
22,087
-17%
增持
USB
US BANCORP DEL
+$2.6M
374,765
+4%
增持
VHT
VANGUARD WORLD FD
+$2.5M
88,119
+0%
减持
CMC
COMMERCIAL METALS CO
+$2.5M
228,048
-2%
增持
DEO
DIAGEO PLC
-$2.5M
292,125
+1%
减持
—
BROOKFIELD INFRAST PARTNERS
+$2.4M
1,878,459
-2%
增持
BX
BLACKSTONE INC
-$2.3M
144,823
+0%
建仓
BRKR
BRUKER CORP
+$2.3M
48,023
增持
PM
PHILIP MORRIS INTL INC
+$2.3M
1,814,641
+1%
增持
AMAL
AMALGAMATED FINANCIAL CORP
+$2.2M
407,025
+2%
增持
FWONA
LIBERTY MEDIA CORP DEL
+$2.2M
28,153
+803%
增持
TGT
TARGET CORP
+$2.2M
193,973
+4%
增持
FMCX
NORTHERN LTS FD TR IV
-$2.2M
3,043,333
+0%
建仓
CRL
CHARLES RIV LABS INTL INC
+$2.2M
10,837
减持
RPM
RPM INTL INC
-$2.2M
128,401
-2%
减持
LVMUY
LVMH MOET HENNESSY LOUIS VUITTON SA UNPSPONSORED ADR
+$2.1M
75,411
-0%
减持
ROP
ROPER TECHNOLOGIES INC
-$2.1M
1,476
-73%
增持
BXP
BXP INC
-$2.1M
311,319
+0%
减持
APH
AMPHENOL CORP NEW
-$2.1M
160,917
-16%
减持
BND
VANGUARD BD INDEX FDS
-$2.1M
19,756
-58%
增持
SG
SWEETGREEN INC
+$2.1M
532,630
+174%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
2,032,646
+1%
减持
CAL
CALERES INC
-$2.0M
319,074
-29%
减持
GRBK
GREEN BRICK PARTNERS INC
-$2.0M
173,883
-0%
减持
ENTG
ENTEGRIS INC
-$2.0M
3,456
-86%
