FIRST MANHATTAN CO. LLC.
757 holdingsFiling period: 2026-03-31Current AUM: $38.76Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 14.0K | $10.03B | $10.03B | 25.88% | -108 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 4.37M | $1.62B | $2.03B | 5.24% | +13.1K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 5.02M | $1.27B | $1.55B | 4.00% | -157,254 | 2026-03-31 |
| 4 | GOOG | ALPHABET INC | 4.05M | $1.16B | $1.45B | 3.73% | -139,454 | 2026-03-31 |
| 5 | — | ASML HLDG NV | 754.4K | $996.4M | $996.4M | 2.57% | -37,932 | 2026-03-31 |
| 6 | BN | BROOKFIELD CORP | 23.27M | $940.0M | $987.8M | 2.55% | -529,456 | 2026-03-31 |
| 7 | AZO | AUTOZONE INC | 261.8K | $884.4M | $789.7M | 2.04% | +501 | 2026-03-31 |
| 8 | KKR | KKR & CO INC | 9.39M | $869.0M | $952.8M | 2.46% | +797.1K | 2026-03-31 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.80M | $864.3M | $864.3M | 2.23% | -50,955 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 3.26M | $677.9M | $884.0M | 2.28% | +1.12M | 2026-03-31 |
| 11 | AVGO | BROADCOM INC | 2.18M | $675.7M | $849.9M | 2.19% | -28,028 | 2026-03-31 |
| 12 | ORCL | ORACLE CORP | 3.94M | $579.6M | $511.7M | 1.32% | -42,505 | 2026-03-31 |
| 13 | AMAT | APPLIED MATLS INC | 1.51M | $514.5M | $764.3M | 1.97% | -380,034 | 2026-03-31 |
| 14 | TPL | TEXAS PACIFIC LAND CORPORATI | 1.06M | $504.3M | $427.8M | 1.10% | +49.4K | 2026-03-31 |
| 15 | CRM | SALESFORCE INC | 2.65M | $493.8M | $486.8M | 1.26% | -22,090 | 2026-03-31 |
| 16 | LB | LANDBRIDGE COMPANY LLC | 7.06M | $487.3M | $547.1M | 1.41% | +195.3K | 2026-03-31 |
| 17 | V | VISA INC | 1.55M | $468.1M | $567.1M | 1.46% | +249.4K | 2026-03-31 |
| 18 | HON | HONEYWELL INTL INC | 1.98M | $447.7M | $240.7M | 0.62% | +70.8K | 2026-03-31 |
| 19 | SPGI | S&P GLOBAL INC | 1.05M | $445.2M | $431.1M | 1.11% | +411.8K | 2026-03-31 |
| 20 | DHR | DANAHER CORP DEL | 2.34M | $444.2M | $456.8M | 1.18% | +28.8K | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 2.54M | $443.5M | $510.5M | 1.32% | +510.3K | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 1.52M | $436.1M | $540.1M | 1.39% | -85,945 | 2026-03-31 |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | 767.2K | $377.4M | $441.0M | 1.14% | -1,750 | 2026-03-31 |
| 24 | — | LINDE PLC | 712.6K | $353.3M | $353.3M | 0.91% | -8,761 | 2026-03-31 |
| 25 | SNPS | SYNOPSYS INC | 848.6K | $336.4M | $329.9M | 0.85% | +64.0K | 2026-03-31 |
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