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Livermore
Livermore
ZHEN

First Manhattan Co

SEC CIK
0000728083
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
1,411
−26 vs. Q4 2023
Portfolio value
$30.9B
+$2.04B (+7.1%) vs. Q4 2023
Filed
May 15, 2024
SEC
Holdings of First Manhattan Co in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
CENNCenntro Inc.COM1$1<0.1%00.0%UnchangedHistory
BBBLACKBERRY LtdCOM1$2<0.1%00.0%UnchangedHistory
Amplify ETF Tr032108631AMPLIFY ALTERNAT0$3<0.1%0New–
TDFTempleton Dragon Fund IncCOM1$7<0.1%00.0%UnchangedHistory
HLTHCue Health Inc.COM40$7<0.1%+40NewHistory
CVMCel Sci CorpCOM PAR NEW8$15<0.1%00.0%UnchangedHistory
TWOU2U, LLCCOM48$18<0.1%00.0%UnchangedHistory
iShares Inc464286327MSCI GLB SLV&MTL2$20<0.1%00.0%Unchanged–
AMPYAmplify Energy Corp.COM4$26<0.1%00.0%UnchangedHistory
ProShares Tr74347G374PSHS ULDOW30 NEW1$30<0.1%00.0%Unchanged–
GMDAGamida Cell Ltd.SHS1,000$36<0.1%00.0%UnchangedHistory
ACORAcorda Therapeutics, Inc.COM3$39<0.1%00.0%UnchangedHistory
XUnited States Steel CorpCOM1$40<0.1%00.0%UnchangedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX0$47<0.1%−800−100.0%Reduced–
Innovid Corp.457679116*W EXP 02/17/2021,250$56<0.1%00.0%Unchanged–
APAAPA CorpStock2$68<0.1%−1,820−99.9%ReducedHistory
ETF Ser Solutions26922A719US GBL GLD PRE4$71<0.1%00.0%Unchanged–
PRTAProthena Corp Public Ltd CoSHS3$74<0.1%+3NewHistory
MFICMidCap Financial Investment CorpCOM NEW5$75<0.1%00.0%UnchangedHistory
LILALiberty Latin America Ltd.COM CL A11$76<0.1%00.0%UnchangedHistory
BGTBlackRock Floating Rate Income TrustCOM6$77<0.1%00.0%UnchangedHistory
iShares Tr46434V613CORE UNIVRSL USD2$91<0.1%00.0%Unchanged–
iShares Tr464288844US OIL EQ&SV ETF4$94<0.1%00.0%Unchanged–
TLRYTilray Brands, Inc.COM CL 241$100<0.1%00.0%UnchangedHistory
ONLOrion Properties Inc.REIT36$126<0.1%00.0%UnchangedHistory
Valaris LtdG9460G119*W EXP 04/29/20210$133<0.1%00.0%Unchanged–
LCTXLineage Cell Therapeutics, Inc.COM94$139<0.1%00.0%UnchangedHistory
SLVOCredit Suisse AGETRA SILV SHS CO2$150<0.1%00.0%UnchangedHistory
NBSENeuBase Therapeutics, Inc.COM NEW353$158<0.1%00.0%UnchangedHistory
MFAMfa Financial, Inc.COM15$171<0.1%00.0%UnchangedHistory
Vanguard S&P 500 Value ETF921932703ETF1$180<0.1%00.0%Unchanged–
EXTRExtreme Networks IncCOM16$184<0.1%00.0%UnchangedHistory
FMSFresenius Medical Care AGSPONSORED ADR10$192<0.1%−208−95.4%ReducedHistory
SNDLSNDL Inc.COM98$196<0.1%00.0%UnchangedHistory
CRTOCriteo S.A.SPONS ADS6$210<0.1%00.0%UnchangedHistory
SEDGSolaredge Technologies, Inc.COM3$212<0.1%00.0%UnchangedHistory
SEELSeelos Therapeutics, Inc.COM NEW372$219<0.1%00.0%UnchangedHistory
Schwab US Aggregate Bond ETF808524839ETF5$230<0.1%00.0%Unchanged–
UIUbiquiti Inc.COM2$231<0.1%00.0%UnchangedHistory
NATLNCR Atleos CorpCOM SHS12$237<0.1%00.0%UnchangedHistory
HHSHarte Hanks IncCOM32$239<0.1%00.0%UnchangedHistory
STRMStreamline Health Solutions Inc.COM529$253<0.1%00.0%UnchangedHistory
IEPIcahn Enterprises L.P.DEPOSITARY UNIT15$255<0.1%00.0%UnchangedHistory
GSATGlobalstar, Inc.COM186$273<0.1%00.0%UnchangedHistory
GDRXGoodRx Holdings, Inc.COM CL A40$284<0.1%00.0%UnchangedHistory
VYXNCR Voyix CorpCOM25$315<0.1%00.0%UnchangedHistory
EDITEditas Medicine, Inc.COM43$319<0.1%00.0%UnchangedHistory
DJCODaily Journal CorpCOM1$361<0.1%00.0%UnchangedHistory
iShares Tr464288869MICRO-CAP ETF3$363<0.1%00.0%Unchanged–
PRGOPERRIGO Co plcSHS12$386<0.1%+12NewHistory
ProShares Bitcoin ETF74347G440ETF12$387<0.1%00.0%Unchanged–
Amplify ETF Tr032108409CWP ENHANCED DIV10$388<0.1%−591−98.3%Reduced–
ECFEllsworth Growth & Income Fund LtdCOM50$405<0.1%00.0%UnchangedHistory
VNDAVanda Pharmaceuticals Inc.COM100$411<0.1%00.0%UnchangedHistory
TXG10x Genomics, Inc.CL A COM11$412<0.1%00.0%UnchangedHistory
CGCCanopy Growth CorpCOM NEW51$440<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V118GBL LISTED PVT7$461<0.1%00.0%Unchanged–
NKTRNektar TherapeuticsCOM500$467<0.1%00.0%UnchangedHistory
LYFTLyft, Inc.CL A COM25$483<0.1%00.0%UnchangedHistory
WENWendy's CoStock29$546<0.1%00.0%UnchangedHistory
HOODRobinhood Markets, Inc.Stock28$563<0.1%00.0%UnchangedHistory
INTZIntrusion IncCOM188$564<0.1%00.0%UnchangedConverted for a 1-for-20 splitHistory
SDOTSadot Group Inc.COM2,000$598<0.1%00.0%UnchangedHistory
ESTCElastic N.V.ORD SHS6$601<0.1%00.0%UnchangedHistory
OPENOpendoor Technologies Inc.COM200$606<0.1%00.0%UnchangedHistory
IFNAberdeen India Fund, Inc.COM30$614<0.1%00.0%UnchangedHistory
VHIValhi IncCOM36$618<0.1%00.0%UnchangedHistory
IRTIndependence Realty Trust, Inc.COM39$629<0.1%00.0%UnchangedHistory
CNDTCONDUENT IncCOM190$642<0.1%00.0%UnchangedHistory
WFRDWeatherford International plcORD SHS6$692<0.1%00.0%UnchangedHistory
VSTMVerastem, Inc.COM NEW61$719<0.1%−20−24.7%ReducedHistory
AQBAquabounty Technologies IncCOM358$723<0.1%00.0%UnchangedHistory
SLVMSylvamo CorpCOMMON STOCK12$740<0.1%−413−97.2%ReducedHistory
CSTECaesarstone Ltd.ORD SHS200$818<0.1%00.0%UnchangedHistory
LMNDLemonade, Inc.Stock50$820<0.1%00.0%UnchangedHistory
BLDPBallard Power Systems Inc.COM300$833<0.1%00.0%UnchangedHistory
PJTPJT Partners Inc.COM CL A8$848<0.1%+8AddedHistory
ADNTAdient plcStock27$888<0.1%+27NewHistory
RRXRegal Rexnord CorpCOM4$900<0.1%00.0%UnchangedHistory
ALTMArcadium Lithium plcStock223$961<0.1%+223NewHistory
QVCGAOld QVC Group, Inc.COM SER A864$1.06K<0.1%00.0%UnchangedHistory
iShares Tr464288281JPMORGAN USD EMG10$1.07K<0.1%00.0%Unchanged–
WDAYWorkday, Inc.CL A3$1.09K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT60$1.17K<0.1%00.0%Unchanged–
KRKroger CoStock22$1.26K<0.1%−69−75.8%ReducedHistory
VHCVirnetX Holding CorpCOM200$1.27K<0.1%00.0%UnchangedHistory
ROKURoku, IncCOM CL A20$1.30K<0.1%00.0%UnchangedHistory
TAKTakeda Pharmaceutical Co LtdADR94$1.30K<0.1%00.0%UnchangedHistory
RDNRadian Group IncCOM40$1.34K<0.1%00.0%UnchangedHistory
CLNEClean Energy Fuels Corp.COM500$1.34K<0.1%00.0%UnchangedHistory
NOGNorthern Oil & Gas, Inc.COM34$1.35K<0.1%00.0%UnchangedHistory
WSFSWSFS Financial CorpCOM30$1.35K<0.1%00.0%UnchangedHistory
EEni SpASPONSORED ADR43$1.36K<0.1%00.0%UnchangedHistory
ESCAEscalade IncCOM100$1.38K<0.1%00.0%UnchangedHistory
WCNWaste Connections, Inc.COM7$1.38K<0.1%00.0%UnchangedHistory
APPAppLovin CorpCOM CL A20$1.38K<0.1%00.0%UnchangedHistory
DKNGDraftKings Inc.Stock31$1.41K<0.1%00.0%UnchangedHistory
RJFRaymond James Financial IncCOM11$1.41K<0.1%00.0%UnchangedHistory
NOKNokia CorpSPONSORED ADR400$1.42K<0.1%00.0%UnchangedHistory
MDBMongoDB, Inc.CL A3$1.43K<0.1%00.0%UnchangedHistory

Sold out since Q4 2023 (114)

Positions held at the end of Q4 2023 that are gone from this filing.

The largest 100 of 114 by value last quarter.

Positions of First Manhattan Co sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
ARWRArrowhead Pharmaceuticals, Inc.COM743,721$22.8M0.1%History
SNSharkNinja, Inc.COM SHS280,814$14.4M<0.1%History
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A519,400$11.1M<0.1%History
QGENQiagen N.V.SHS NEW77,830$3.38M<0.1%History
RZLTRezolute, Inc.COM NEW2,680,978$2.66M<0.1%History
RPT Realty74971D101SH BEN INT122,335$1.57M<0.1%–
Tricon Residential Inc Com NPV89612W102COM165,110$1.50M<0.1%–
SFESSafeguard Scientifics IncCOM NEW633,941$497.3K<0.1%History
UCBUnited Community Banks IncCOM14,246$416.8K<0.1%History
IMGNImmunoGen, Inc.COM7,500$222.4K<0.1%History
iShares U.S. Regional Banks ETF464288778ETF3,275$137.0K<0.1%–
Brookfield Reins LtdG16250204CL A-1 EXCH NONV3,240$129.6K<0.1%–
AAONAaon, Inc.COM PAR $0.0041,518$112.1K<0.1%History
Vanguard Long-Term Treasury ETF92206C847ETF1,450$89.2K<0.1%–
Vanguard Mun BD FDS922907746TAX EXEMPT BD1,708$87.2K<0.1%–
iShares Tr464288414NATIONAL MUN ETF791$85.8K<0.1%–
TRIPTripAdvisor, Inc.COM3,950$85.0K<0.1%History
AMTXAemetis, IncCOM NEW15,600$81.7K<0.1%History
iShares Tr464288513IBOXX HI YD ETF971$75.1K<0.1%–
MKTXMarketaxess Holdings IncCOM252$73.8K<0.1%History
BFSSaul Centers, Inc.COM1,825$71.7K<0.1%History
SMTISanara MedTech Inc.COM1,700$69.9K<0.1%History
iShares Tr4642874407-10 YR TRSY BD676$65.2K<0.1%–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF905$58.9K<0.1%–
VanEck Morningstar Wide Moat ETF92189F643ETF578$49.1K<0.1%–
KRPKimbell Royalty Partners, LPUNIT2,945$44.3K<0.1%History
DNBDun & Bradstreet Holdings, Inc.COM3,550$41.5K<0.1%History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF381$38.0K<0.1%–
WLYJohn Wiley & Sons, Inc.CL A1,150$36.5K<0.1%History
XPEVXpeng Inc.ADS2,500$36.5K<0.1%History
SBRSabine Royalty TrustUNIT BEN INT500$33.9K<0.1%History
FHNFirst Horizon CorpCOM2,190$31.0K<0.1%History
ZIMZIM Integrated Shipping Services Ltd.SHS3,000$29.6K<0.1%History
LNGCheniere Energy, Inc.COM NEW159$27.3K<0.1%History
PKXPosco Holdings Inc.SPONSORED ADR284$27.0K<0.1%History
VREVeris Residential, Inc.COM1,600$25.2K<0.1%History
BHPBHP Group LtdADR338$23.1K<0.1%History
SPLKSplunk IncCOM122$18.6K<0.1%History
FEFirstenergy CorpCOM478$17.5K<0.1%History
PCHPotlatchdeltic CorpCOM338$16.6K<0.1%History
WYNNWynn Resorts LtdCOM179$16.3K<0.1%History
BMIBadger Meter IncCOM105$16.2K<0.1%History
SPDR Series Trust78464A284ST NUVE HIGH ETF635$16.1K<0.1%–
iShares Tr464288760US AER DEF ETF109$13.8K<0.1%–
iShares Inc464286806MSCI GERMANY ETF457$13.6K<0.1%–
LECOLincoln Electric Holdings IncCOM60$13.0K<0.1%History
SPDR Series Trust78464A789ST STR SP INS270$12.2K<0.1%–
NRGNRG Energy, Inc.Stock231$11.9K<0.1%History
DISHDISH Network CORPCL A2,000$11.5K<0.1%History
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW60$11.0K<0.1%–
RVTYRevvity, Inc.COM100$10.9K<0.1%History
SPDR Series Trust78468R101ST SHO TREAS ETF367$10.7K<0.1%–
LOVSpark Networks SESPONSORED ADR2,601,200$10.3K<0.1%History
iShares Tr464287192US TRSPRTION39$10.2K<0.1%–
FBINFortune Brands Innovations, Inc.COM134$10.2K<0.1%History
SLGSL Green Realty CorpCOM224$10.1K<0.1%History
MTZMastec IncCOM131$9.92K<0.1%History
ELSEquity Lifestyle Properties IncCOM137$9.66K<0.1%History
Vanguard Energy ETF92204A306ETF81$9.50K<0.1%–
TSNTyson Foods, Inc.Stock174$9.41K<0.1%History
ABEVAmbev S.A.SPONSORED ADR3,270$9.16K<0.1%History
Global X FDS37954Y384CYBRSCURTY ETF237$6.95K<0.1%–
DBX ETF Tr233051101XTRACK MSCI EMRG293$6.87K<0.1%–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN127$6.67K<0.1%–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW103$6.60K<0.1%–
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE92$5.21K<0.1%–
LCIDLucid Group, Inc.COM1,000$4.21K<0.1%History
KDPKeurig Dr Pepper Inc.COM82$2.76K<0.1%History
EVOEvotec SESPONSORED ADS225$2.64K<0.1%History
NLOPNet Lease Office PropertiesCOM132$2.44K<0.1%History
WDSWoodside Energy Group LtdADR111$2.34K<0.1%History
CPACopa Holdings, S.A.CL A19$2.02K<0.1%History
Schwab Fundamental Emerging Markets Equity ETF808524730ETF73$1.98K<0.1%–
IRBTiRobot CorpCOM50$1.94K<0.1%History
American Centy ETF Tr025072703INTL EQT ETF32$1.93K<0.1%–
ONOn Semiconductor CorpStock22$1.84K<0.1%History
VTGNVistagen Therapeutics, Inc.COM333$1.71K<0.1%History
LTHMLivent Corp.COM93$1.67K<0.1%History
MTGMgic Investment CorpCOM85$1.66K<0.1%History
BWABorgwarner IncCOM34$1.22K<0.1%History
CROXCrocs, Inc.COM12$1.21K<0.1%History
Schwab Strategic Tr808524862SHT TM US TRES22$1.06K<0.1%–
SENEBSeneca Foods CorpCL B20$1.03K<0.1%History
Schwab Intermediate-Term US Treasury ETF808524854ETF20$994<0.1%–
ALNYAlnylam Pharmaceuticals, Inc.COM4$957<0.1%History
LPLALPL Financial Holdings Inc.COM3$910<0.1%History
FIVEFive Below, IncCOM2$852<0.1%History
ECORelectroCore, Inc.COM NEW133$791<0.1%History
OTEXOpen Text CorpCOM18$756<0.1%History
NVTAInvitae CorpCOM1,000$626<0.1%History
WSCWillScot Holdings CorpCOM CL A11$534<0.1%History
TWLOTwilio IncCL A7$531<0.1%History
AYIAcuity Inc. (DE)Stock2$409<0.1%History
SWAVShockwave Medical, Inc.COM1$381<0.1%History
EIXEdison InternationalStock5$357<0.1%History
Schwab U.S. REIT ETF808524847ETF16$331<0.1%–
SSNCSS&C Technologies Holdings IncCOM5$305<0.1%History
CVECenovus Energy Inc.COM17$283<0.1%History
GPCGenuine Parts CoStock2$277<0.1%History
MNSTMonster Beverage CorpCOM4$230<0.1%History