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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 51
减持 79
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$593.6M
13,969
-1%
增持
MSFT
MICROSOFT CORP
-$489.5M
4,371,164
+0%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$231.7M
1,011,265
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。
-40%
增持
KKR
KKR & CO INC
-$227.0M
9,394,167
+9%
减持
CRM
SALESFORCE INC
-$213.9M
2,645,328
-1%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$213.3M
1,062,769
+5%
减持
ORCL
ORACLE CORP
-$196.6M
3,940,029
-1%
增持
AMZN
AMAZON COM INC
+$185.6M
3,255,105
+53%
增持
BKNG
BOOKING HOLDINGS INC
+$169.9M
41,171
+6303%
减持
UNH
UNITEDHEALTH GROUP INC
-$168.7M
1,027,677
-24%
减持
BN
BROOKFIELD CORP
-$154.0M
23,265,685
-2%
减持
GOOG
ALPHABET INC
-$152.9M
4,051,938
-3%
减持
—
ASML HLDG NV
+$148.7M
754,352
-5%
增持
LB
LANDBRIDGE COMPANY LLC
+$148.6M
7,057,228
+3%
增持
INTC
INTEL CORP
+$142.5M
5,691,060
+93%
减持
AAPL
APPLE INC
-$133.4M
5,016,495
-3%
增持
BSX
BOSTON SCIENTIFIC CORP
+$128.7M
4,911,217
+161%
增持
SPGI
S&P GLOBAL INC
+$113.4M
1,046,651
+65%
减持
—
LVMH MOET HENNESSY LOUIS VUITTON
-$101.5M
50,002
-70%
减持
AVGO
BROADCOM INC
-$89.6M
2,183,157
-1%
减持
CPRT
COPART INC
-$87.5M
2,946,130
-38%
增持
DHR
DANAHER CORP DEL
-$85.2M
2,338,542
+1%
增持
HON
HONEYWELL INTL INC
+$75.1M
1,980,789
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$68.4M
767,160
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$67.9M
1,803,600
-3%
减持
GOOGL
ALPHABET INC
-$65.5M
1,516,693
-5%
增持
NVDA
NVIDIA CORPORATION
+$64.4M
2,542,978
+25%
减持
GEV
GE VERNOVA INC
+$58.2M
273,360
-1%
减持
LLY
ELI LILLY & CO
-$46.1M
73,682
-30%
减持
—
LINDE PLC
+$45.7M
712,599
-1%
减持
MDLZ
MONDELEZ INTL INC
-$45.1M
865,691
-51%
减持
AXP
AMERICAN EXPRESS CO
-$38.5M
459,690
-4%
增持
BL
BLACKLINE INC
-$35.2M
2,676,987
+10%
减持
ALLY
ALLY FINL INC
-$32.6M
4,584,076
-2%
增持
SNPS
SYNOPSYS INC
-$32.1M
848,592
+8%
增持
—
ACCENTURE PLC IRELAND
-$31.9M
481,189
+1%
增持
JNJ
JOHNSON & JOHNSON
+$31.5M
709,890
+3%
减持
LOW
LOWES COS INC
-$30.6M
1,399,429
-7%
减持
AMAT
APPLIED MATLS INC
+$30.0M
1,505,425
-20%
增持
KNSL
KINSALE CAP GROUP INC
-$29.9M
616,031
+0%
增持
COF
CAPITAL ONE FINL CORP
-$29.8M
537,365
+2%
减持
SBUX
STARBUCKS CORP
-$29.1M
19,849
-95%
减持
VRT
VERTIV HOLDINGS CO
+$28.5M
552,093
-19%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$21.7M
1,019,703
-9%
减持
BUD
ANHEUSER BUSCH INBEV SA NV
-$20.9M
17,901
-95%
减持
META
META PLATFORMS INC
-$19.5M
189,550
-2%
减持
BA
BOEING CO
-$18.3M
72,784
-52%
增持
IVV
ISHARES TR
+$17.2M
68,461
+70%
减持
COR
CENCORA INC
-$13.8M
242,803
-9%
清仓
KD
KYNDRYL HLDGS INC
-$13.2M
0
-100%
减持
NSRGY
NESTLE SA
-$13.1M
593,421
-18%
增持
V
VISA INC
+$12.4M
1,548,816
+19%
减持
—
GATES INDL CORP PLC
-$12.2M
40,799
-93%
增持
VOO
VANGUARD INDEX FDS
-$11.9M
422,673
+0%
减持
BALL
BALL CORP
+$11.8M
2,020,895
-1%
增持
MA
MASTERCARD INCORPORATED
+$11.8M
100,323
+49%
建仓
FNV
FRANCO NEV CORP
+$11.0M
44,596
建仓
DG
DOLLAR GEN CORP
+$11.0M
92,623
减持
LVMUY
LVMH MOET HENNESSY LOUIS VUITTON SA UNPSPONSORED ADR
-$10.9M
4,081
-95%
减持
AIZ
ASSURANT INC
-$10.9M
408,589
-1%
减持
JPM
JPMORGAN CHASE & CO
-$10.3M
293,272
-2%
减持
CSW
CSW INDUSTRIALS INC
-$10.0M
269,767
-1%
建仓
MSB
MESABI TR
+$9.8M
310,060
增持
IQV
IQVIA HLDGS INC
-$9.4M
300,056
+12%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$9.3M
1,107,045
-0%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$9.2M
69,783
减持
CNQ
CANADIAN NAT RES LTD MED TER
+$9.0M
1,158,981
-17%
增持
COP
CONOCOPHILLIPS
+$8.4M
167,679
+14%
增持
POOL
POOL CORP
+$8.3M
285,024
+32%
建仓
ALV
AUTOLIV INC
+$8.3M
79,283
减持
MAR
MARRIOTT INTL INC NEW
+$8.2M
537,617
-0%
建仓
SLG
SL GREEN RLTY CORP
+$8.2M
218,785
减持
FMCX
NORTHERN LTS FD TR IV
-$8.0M
3,016,551
-1%
增持
CSL
CARLISLE COS INC
+$8.0M
444,266
+1%
减持
—
EXXON MOBIL CORP
+$7.6M
171,263
-4%
减持
MCO
MOODYS CORP
-$7.4M
89,302
-2%
清仓
SRLN
SSGA ACTIVE ETF TR
-$7.4M
0
-100%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$7.3M
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$7.3M
25,770
减持
UNP
UNION PAC CORP
-$7.3M
655,256
-9%
减持
ABBV
ABBVIE INC
-$7.0M
604,832
-0%
减持
MKL
MARKEL GROUP INC
-$7.0M
3,394
-46%
增持
CTRA
COTERRA ENERGY INC
+$6.8M
229,162
+368%
减持
NKE
NIKE INC
-$6.6M
330,302
-12%
减持
HHH
HOWARD HUGHES HOLDINGS INC
-$6.5M
239,757
-12%
减持
GE
GE AEROSPACE
-$6.4M
192,751
-3%
建仓
CHRD
CHORD ENERGY CORPORATION
+$6.3M
44,286
建仓
IGV
ISHARES TR
+$6.2M
77,608
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$6.0M
186,192
-35%
建仓
SGOV
ISHARES TR
+$5.9M
58,705
建仓
FANG
DIAMONDBACK ENERGY INC
+$5.9M
29,675
增持
UBER
UBER TECHNOLOGIES INC
+$5.8M
630,380
+30%
减持
BX
BLACKSTONE INC
-$5.7M
144,347
-0%
增持
OGN
ORGANON & CO
+$5.6M
950,172
+9124%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.6M
48,465
-19%
建仓
TFLO
ISHARES TR
+$5.6M
109,835
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$5.5M
109,284
减持
ENB
ENBRIDGE INC
-$5.5M
526,635
-26%
减持
CMC
COMMERCIAL METALS CO
-$5.4M
169,241
-26%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$5.4M
407,463
+7%
减持
WFC
WELLS FARGO & CO
-$5.2M
366,723
-1%
增持
IEFA
ISHARES TR
+$5.0M
183,577
+41%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$4.9M
103,870
-29%
减持
DIS
DISNEY WALT CO
-$4.8M
199,737
-5%
增持
DEI
DOUGLAS EMMETT INC
+$4.7M
2,254,274
+48%
减持
MCD
MCDONALDS CORP
-$4.7M
540,296
-4%
增持
VO
VANGUARD INDEX FDS
+$4.6M
156,396
+13%
增持
SHEL
SHELL PLC
+$4.6M
57,667
+424%
减持
TGT
TARGET CORP
+$4.5M
193,628
-0%
增持
PSX
PHILLIPS 66
+$4.4M
63,700
+15%
减持
RHLD
RESOLUTE HLDGS MGMT INC
-$4.4M
2,148
-91%
减持
JEF
JEFFERIES FINANCIAL GROUP IN
-$4.2M
189,896
-2%
增持
QLTY
GMO ETF TRUST
+$4.1M
326,565
+63%
减持
USB
US BANCORP
-$4.0M
307,373
-18%
减持
MS
MORGAN STANLEY
-$3.6M
215,066
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$3.6M
58,232
+10%
增持
FORR
FORRESTER RESH INC
+$3.5M
750,000
+760%
清仓
INTU
INTUIT
-$3.4M
0
-100%
增持
EOG
EOG RES INC
+$3.4M
36,708
+104%
减持
SCI
SERVICE CORP INTL
+$3.4M
1,162,964
-2%
减持
PR
PERMIAN RESOURCES CORP
-$3.4M
163,310
-67%
减持
ABT
ABBOTT LABORATORIES
-$3.3M
117,101
-4%
增持
LOAR
LOAR HOLDINGS INC
+$3.2M
72,160
+451%
增持
COST
COSTCO WHOLESALE CORPORATION
+$3.1M
20,846
+2%
增持
BXP
BXP INC
-$2.9M
347,850
+12%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$2.9M
2,291
增持
HCA
HCA HEALTHCARE INC
+$2.9M
34,498
+20%
增持
ZTS
ZOETIS INC
+$2.9M
41,100
+160%
增持
SOXX
ISHARES TR
+$2.8M
101,272
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.8M
124,970
+40%
减持
CVX
CHEVRON CORPORATION
+$2.7M
51,892
-1%
减持
QCOM
QUALCOMM INC
-$2.7M
55,636
-4%
减持
NDAQ
NASDAQ INC
-$2.7M
61,008
-25%
减持
BAC
BANK AMERICA CORP
-$2.7M
288,251
-5%
建仓
LYFT
LYFT INC
+$2.7M
200,000
增持
CBZ
CBIZ INC
-$2.7M
160,975
+16%
减持
AMAL
AMALGAMATED FINANCIAL CORP
+$2.6M
402,775
-1%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$2.6M
420,348
-21%
减持
FTV
FORTIVE CORP
-$2.6M
102,072
-31%
减持
NEE
NEXTERA ENERGY INC
+$2.6M
274,207
-4%
减持
AGG
ISHARES TR
-$2.6M
12,471
-67%
增持
DEO
DIAGEO PLC
-$2.5M
304,622
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.5M
80,497
+62%
建仓
MPB
MID PENN BANCORP INC
+$2.5M
76,806
减持
PM
PHILIP MORRIS INTL INC
+$2.4M
1,775,569
-2%
增持
SCHW
SCHWAB CHARLES CORP
-$2.4M
464,103
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.3M
294,591
+11%
减持
CIEN
CIENA CORP
+$2.3M
33,819
-27%
减持
PEP
PEPSICO INC
-$2.3M
102,477
-19%
减持
—
AMRIZE LTD
+$2.3M
3,937,879
-2%
