13F-HRCIK 0000728083
Last filed Aug 14, 2026First Manhattan Co. LLC·13F Holdings
$35.8B+9.7% vs prior quarter
- Positions
- 412
- Top-10 weight
- 57%
- Largest
- BRK.A · 29%
- Quarter ending
- Jun 30, 2026
- Added
- 116
- Trimmed
- 245
- Sold out
- 20
- Last filed
- Aug 14, 2026
Portfolio
What does First Manhattan Co. LLC own?
First Manhattan Co. LLC reported 412 long equity positions worth $35.8B for the quarter ending Jun 30, 2026. The largest is BRK.A at 29% of reported value. The ten largest positions make up 57% of the portfolio. Against the prior quarter it added to 116 positions, trimmed 245 and sold out of 20. The latest 13F was filed Aug 14, 2026.
Largest positionsValue · weight
- BRK.ABerkshire Hathaway Inc.$10.3B29% of portfolio
- MSFTMicrosoft Corporation$1.6B4.5% of portfolio
- ASMLASML Holding NV$1.4B4.0% of portfolio
- AAPLApple Inc.$1.4B4.0% of portfolio
- GOOGAlphabet Inc.$1.4B3.9% of portfolio
- BNBrookfield Corporation$964.4M2.7% of portfolio
- AMATApplied Materials, Inc.$896.8M2.5% of portfolio
- KKRKKR & Co. Inc.$864.2M2.4% of portfolio
- AZOAutoZone, Inc.$837.8M2.3% of portfolio
- AVGOBroadcom Inc.$812.3M2.3% of portfolio
Sector tilt
Which sectors does First Manhattan Co. LLC lean on?
Finance (32%) and Technology (26%) are the two largest sectors by reported value.
By share of reported value, across 412 classified tickers.
Quarter changes
What did First Manhattan Co. LLC buy and sell last quarter?
Largest additions last quarterEst. value
Reported value
How has First Manhattan Co. LLC's 13F value moved?
Reported value went from $34.4B to $35.8B over 4 quarters. It moves with prices and with buying and selling, so it is not a fund return.
$34.4BSep 2025
$34.6BDec 2025
$32.7BMar 2026
$35.8BJun 2026
Latest 13F
What First Manhattan Co. LLC changed in its latest 13F
| Company | Change | Shares vs prior | Est. value | Filed |
|---|---|---|---|---|
| Honeywell International Inc. HON | New | $416.0M | Aug 14, 2026 | |
| Uber Technologies, Inc. UBER | +446% | $203.0M | Aug 14, 2026 | |
| Applied Materials, Inc. AMAT | -18% | $191.6M | Aug 14, 2026 | |
| Intel Corporation INTC | -18% | $146.9M | Aug 14, 2026 | |
| Salesforce, Inc. CRM | -34% | $142.1M | Aug 14, 2026 | |
| Boston Scientific Corporation BSX | -65% | $137.2M | Aug 14, 2026 | |
| Berkshire Hathaway Inc. BRK.A | -1.2% | $124.3M | Aug 14, 2026 | |
| Workday, Inc. WDAY | +28764% | $78.0M | Aug 14, 2026 | |
| GE Aerospace GE | +100% | $72.2M | Aug 14, 2026 | |
| ASML Holding NV ASML | -4.8% | $71.5M | Aug 14, 2026 | |
| UnitedHealth Group Incorporated UNH | -16% | $66.6M | Aug 14, 2026 | |
| Vertiv Holdings, LLC VRT | -30% | $55.8M | Aug 14, 2026 | |
| QXO, Inc. QXO | +196% | $55.7M | Aug 14, 2026 | |
| Copart, Inc. CPRT | -63% | $52.1M | Aug 14, 2026 | |
| Visa Inc. V | +8.6% | $45.9M | Aug 14, 2026 |
