First Manhattan Co. LLC.
747 holdingsFiling period: 2026-06-30Current AUM: $39.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc Del | 13.8K | $10.34B | $10.34B | 26.17% | -166 | 2026-06-30 |
| 2 | MSFT | Microsoft Corp | 4.35M | $1.62B | $2.31B | 5.84% | -25,803 | 2026-06-30 |
| 3 | — | Asml Hldg NV | 718.4K | $1.43B | $1.43B | 3.62% | -35,944 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 4.94M | $1.43B | $1.71B | 4.34% | -80,775 | 2026-06-30 |
| 5 | GOOG | Alphabet Inc | 3.93M | $1.39B | $1.25B | 3.15% | -120,725 | 2026-06-30 |
| 6 | BN | Brookfield Corp | 22.61M | $964.4M | $861.1M | 2.18% | -654,619 | 2026-06-30 |
| 7 | AMAT | Applied Matls Inc | 1.24M | $896.8M | $491.1M | 1.24% | -264,971 | 2026-06-30 |
| 8 | BRK-B | Berkshire Hathaway Inc Del | 1.78M | $889.6M | $889.6M | 2.25% | -25,831 | 2026-06-30 |
| 9 | KKR | Kkr & Co Inc | 9.42M | $864.2M | $865.5M | 2.19% | +21.9K | 2026-06-30 |
| 10 | AZO | Autozone Inc | 262.1K | $837.8M | $824.0M | 2.09% | +326 | 2026-06-30 |
| 11 | AVGO | Broadcom Inc | 2.15M | $812.3M | $736.1M | 1.86% | -32,886 | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc | 3.26M | $777.6M | $825.7M | 2.09% | +7.3K | 2026-06-30 |
| 13 | INTC | Intel Corp | 4.64M | $647.7M | $434.8M | 1.10% | -1,052,184 | 2026-06-30 |
| 14 | V | Visa Inc | 1.68M | $577.3M | $676.1M | 1.71% | +133.7K | 2026-06-30 |
| 15 | LB | Landbridge Company LLC | 7.08M | $561.2M | $561.3M | 1.42% | +25.6K | 2026-06-30 |
| 16 | ORCL | Oracle Corp | 3.77M | $552.9M | $492.4M | 1.25% | -167,535 | 2026-06-30 |
| 17 | GOOGL | Alphabet Inc | 1.48M | $528.6M | $474.2M | 1.20% | -37,626 | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 2.53M | $506.6M | $551.8M | 1.40% | -11,056 | 2026-06-30 |
| 19 | TPL | Texas Pacific Land Corporati | 1.06M | $466.0M | $351.8M | 0.89% | +2.0K | 2026-06-30 |
| 20 | DHR | Danaher Corp Del | 2.25M | $429.1M | $522.6M | 1.32% | -90,118 | 2026-06-30 |
| 21 | TMO | Thermo Fisher Scientific Inc | 841.9K | $422.4M | $583.9M | 1.48% | +74.7K | 2026-06-30 |
| 22 | SPGI | S&P Global Inc | 1.03M | $421.0M | $464.0M | 1.17% | -12,971 | 2026-06-30 |
| 23 | HON | Honeywell Intl Inc | 1.86M | $416.0M | $406.6M | 1.03% | -- | 2026-06-30 |
| 24 | HONA | Honeywell Aerospace Inc | 1.88M | $414.7M | $314.9M | 0.80% | -- | 2026-06-30 |
| 25 | SNPS | Synopsys Inc | 859.1K | $383.2M | $407.6M | 1.03% | +10.6K | 2026-06-30 |
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