First Manhattan Co
- SEC CIK
- 0000728083
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 1,522
- 2020 年第 4 季沒有 13F 資料
- 總值
- $232.0 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 14,361 | $55.4 億 | 23.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 10,069,789 | $12.3 億 | 5.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,159,432 | $12.2 億 | 5.2% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 17,805,230 | $7.92 億 | 3.4% | – | – | 歷史 |
| IAC Interactivecorp New44891N109 | COM | 2,782,183 | $6.02 億 | 2.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,185,049 | $5.58 億 | 2.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,482,677 | $5.52 億 | 2.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 262,916 | $5.44 億 | 2.3% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 2,211,951 | $4.98 億 | 2.1% | – | – | 歷史 |
| Nestle SA ADR641069406 | COM | 4,052,989 | $4.52 億 | 1.9% | – | – | – |
| AZOAutoZone Inc | COM | 254,143 | $3.57 億 | 1.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,904,452 | $3.13 億 | 1.3% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 6,363,385 | $3.11 億 | 1.3% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,400,501 | $3.04 億 | 1.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,182,384 | $2.93 億 | 1.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,235,715 | $2.62 億 | 1.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 82,068 | $2.54 億 | 1.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 544,771 | $2.49 億 | 1.1% | – | – | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 149,883 | $2.38 億 | 1.0% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,047,350 | $2.37 億 | 1.0% | – | – | 歷史 |
| ACNAccenture plc | Stock | 844,733 | $2.33 億 | 1.0% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 4,164,984 | $2.25 億 | 1.0% | – | – | 歷史 |
| IAAIAA, Inc. | COM | 4,056,535 | $2.24 億 | 1.0% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 875,093 | $2.13 億 | 0.9% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 720,040 | $2.12 億 | 0.9% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,395,966 | $2.00 億 | 0.9% | – | – | 歷史 |
| GDDYGoDaddy Inc. | CL A | 2,366,055 | $1.84 億 | 0.8% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,596,236 | $1.78 億 | 0.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 82,785 | $1.71 億 | 0.7% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 747,480 | $1.68 億 | 0.7% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,882,173 | $1.67 億 | 0.7% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 2,603,691 | $1.52 億 | 0.7% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 1,899,047 | $1.44 億 | 0.6% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 945,870 | $1.40 億 | 0.6% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 578,450 | $1.38 億 | 0.6% | – | – | 歷史 |
| ALLYAlly Financial Inc. | Stock | 3,019,688 | $1.37 億 | 0.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,155,779 | $1.25 億 | 0.5% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 245,978 | $1.25 億 | 0.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 2,233,637 | $1.18 億 | 0.5% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 835,802 | $1.11 億 | 0.5% | – | – | 歷史 |
| Reckitt Benckiser Group PLCG74079107 | Common Stock | 1,172,319 | $1.06 億 | 0.5% | – | – | – |
| AXPAmerican Express Co | Stock | 742,111 | $1.05 億 | 0.5% | – | – | 歷史 |
| DPZDominos Pizza Inc | COM | 280,079 | $1.03 億 | 0.4% | – | – | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 3,236,200 | $9,663 萬 | 0.4% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 374,536 | $9,319 萬 | 0.4% | – | – | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 1,747,807 | $9,307 萬 | 0.4% | – | – | 歷史 |
| MTCHMatch Group, Inc. | COM | 644,876 | $8,859 萬 | 0.4% | – | – | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 1,311,410 | $8,242 萬 | 0.4% | – | – | 歷史 |
| CSWCSW Industrials, Inc. | COM | 589,951 | $7,964 萬 | 0.3% | – | – | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 1,133,246 | $7,515 萬 | 0.3% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 570,992 | $7,265 萬 | 0.3% | – | – | 歷史 |
| RTXRTX Corp | Stock | 905,195 | $6,994 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 362,327 | $6,891 萬 | 0.3% | – | – | 歷史 |
| FTVFortive Corp | Stock | 931,775 | $6,582 萬 | 0.3% | – | – | 歷史 |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 1,490,877 | $6,576 萬 | 0.3% | – | – | – |
| BKNGBooking Holdings Inc. | Stock | 27,210 | $6,339 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 342,354 | $6,317 萬 | 0.3% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 1,629,472 | $5,931 萬 | 0.3% | – | – | 歷史 |
| SCIService Corp International | COM | 1,149,559 | $5,869 萬 | 0.3% | – | – | 歷史 |
| CCitigroup Inc | Stock | 778,165 | $5,661 萬 | 0.2% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 159,918 | $5,643 萬 | 0.2% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 86,046 | $5,309 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 941,452 | $5,207 萬 | 0.2% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 788,828 | $5,098 萬 | 0.2% | – | – | 歷史 |
| TVRDTvardi Therapeutics, Inc. | COM | 2,169,351 | $4,710 萬 | 0.2% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 153,241 | $4,576 萬 | 0.2% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 598,403 | $4,545 萬 | 0.2% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 424,780 | $4,420 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 172,532 | $4,395 萬 | 0.2% | – | – | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 1,420,562 | $4,385 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 175,483 | $4,274 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 305,361 | $4,136 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 1,122,858 | $4,068 萬 | 0.2% | – | – | 歷史 |
| CMECME Group Inc. | COM | 196,615 | $4,015 萬 | 0.2% | – | – | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 264,203 | $3,967 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 245,784 | $3,742 萬 | 0.2% | – | – | 歷史 |
| INGRIngredion Inc | COM | 399,574 | $3,593 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 602,071 | $3,501 萬 | 0.2% | – | – | 歷史 |
| HUMHumana Inc | Stock | 80,980 | $3,395 萬 | 0.1% | – | – | 歷史 |
| GOOSCanada Goose Holdings Inc. | SHS SUB VTG | 850,210 | $3,337 萬 | 0.1% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 170,195 | $3,287 萬 | 0.1% | – | – | 歷史 |
| GGGGraco Inc | COM | 440,000 | $3,151 萬 | 0.1% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 209,060 | $3,134 萬 | 0.1% | – | – | 歷史 |
| Discovery Inc25470F302 | COM SER C | 837,147 | $3,088 萬 | 0.1% | – | – | – |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 722,735 | $3,079 萬 | 0.1% | – | – | 歷史 |
| SYSo-Young International Inc. | SPONSORED ADS | 3,106,247 | $3,066 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 180,175 | $3,063 萬 | 0.1% | – | – | 歷史 |
| SNASnap-on Inc | COM | 127,170 | $2,934 萬 | 0.1% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 335,402 | $2,829 萬 | 0.1% | – | – | 歷史 |
| Extended Stay Amer Inc30224P200 | UNIT 99/99/9999B | 1,422,922 | $2,810 萬 | 0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 210,240 | $2,802 萬 | 0.1% | – | – | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 231,418 | $2,798 萬 | 0.1% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 269,927 | $2,729 萬 | 0.1% | – | – | – |
| BILIBilibili Inc. | SPONS ADS REP Z | 248,130 | $2,656 萬 | 0.1% | – | – | 歷史 |
| AEEAmeren Corp | COM | 324,344 | $2,639 萬 | 0.1% | – | – | 歷史 |
| NVSNovartis AG | ADR | 300,121 | $2,565 萬 | 0.1% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 624,992 | $2,416 萬 | 0.1% | – | – | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 244,731 | $2,380 萬 | 0.1% | – | – | 歷史 |
| Brookfield Property Partrs LG16249107 | UNIT LTD PARTN | 1,319,040 | $2,346 萬 | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 106,256 | $2,342 萬 | 0.1% | – | – | 歷史 |