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Livermore
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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2021 年第 2 季持倉

持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
1,616
較 2021 年第 1 季 +94
總值
$273.9 億
較 2021 年第 1 季 +$42.0 億 (+18.1%)
申報日
2021/8/16
SEC
First Manhattan Co 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
BRK.ABerkshire Hathaway IncCL A18,807$78.7 億28.7%+4,446+31.0%加碼歷史
MSFTMicrosoft CorpStock5,142,519$13.9 億5.1%−16,913−0.3%減碼歷史
AAPLApple Inc.Stock10,001,814$13.7 億5.0%−67,975−0.7%減碼歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH17,451,090$8.90 億3.2%−354,140−2.0%減碼歷史
GOOGAlphabet Inc.Stock262,594$6.58 億2.4%−322−0.1%減碼歷史
BRK.BBerkshire Hathaway IncStock2,197,456$6.11 億2.2%+12,407+0.6%加碼歷史
UNHUnitedHealth Group IncStock1,495,318$5.99 億2.2%+12,641+0.9%加碼歷史
DHRDanaher CorpStock2,160,363$5.80 億2.1%−51,588−2.3%減碼歷史
Nestle SA ADR641069406COM3,988,491$4.98 億1.8%−64,498−1.6%減碼–
PPLIPeople IncCOM NEW2,999,255$4.62 億1.7%+2,999,255新進歷史
AMZNAmazon Com IncStock132,181$4.55 億1.7%+50,113+61.1%加碼歷史
AZOAutoZone IncCOM267,700$3.99 億1.5%+13,557+5.3%加碼歷史
KKRKKR & Co. Inc.COM6,393,026$3.79 億1.4%+29,641+0.5%加碼歷史
METAMeta Platforms, Inc.Stock1,087,623$3.78 億1.4%+367,583+51.1%加碼歷史
ORCLOracle CorpStock4,136,314$3.22 億1.2%−46,070−1.1%減碼歷史
TMOThermo Fisher Scientific Inc.Stock635,116$3.20 億1.2%+90,345+16.6%加碼歷史
JNJJohnson & JohnsonStock1,893,343$3.12 億1.1%−11,109−0.6%減碼歷史
HONHoneywell International IncCOM1,357,166$2.98 億1.1%−43,335−3.1%減碼歷史
VVisa Inc.Stock1,229,675$2.88 億1.0%−6,040−0.5%減碼歷史
PYPLPayPal Holdings, Inc.Stock886,717$2.58 億0.9%+11,624+1.3%加碼歷史
CMCSAComcast CorpStock4,418,014$2.52 億0.9%+253,030+6.1%加碼歷史
ACNAccenture plcStock826,498$2.44 億0.9%−18,235−2.2%減碼歷史
TPLTexas Pacific Land CorpStock149,808$2.40 億0.9%−75−0.1%減碼歷史
VMEOVimeo, Inc.COMMON STOCK4,840,524$2.37 億0.9%+4,840,524新進歷史
GDDYGoDaddy Inc.CL A2,670,084$2.32 億0.8%+304,029+12.8%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,393,337$2.15 億0.8%−2,629−0.2%減碼歷史
IAAIAA, Inc.COM3,873,325$2.11 億0.8%−183,210−4.5%減碼歷史
GOOGLAlphabet Inc.Stock82,999$2.03 億0.7%+214+0.3%加碼歷史
PMPhilip Morris International Inc.Stock1,908,163$1.89 億0.7%+25,990+1.4%加碼歷史
ICEIntercontinental Exchange, Inc.Stock1,574,916$1.87 億0.7%−21,320−1.3%減碼歷史
BABAAlibaba Group Holding LtdADR798,068$1.81 億0.7%−249,282−23.8%減碼歷史
MCDMcDonalds CorpStock707,052$1.63 億0.6%−40,428−5.4%減碼歷史
MDLZMondelez International, Inc.Stock2,538,677$1.59 億0.6%−65,014−2.5%減碼歷史
AMTAmerican Tower CorpREIT584,651$1.58 億0.6%+6,201+1.1%加碼歷史
NKENIKE, Inc.Stock1,000,458$1.55 億0.6%+164,656+19.7%加碼歷史
NEENextera Energy IncStock2,059,426$1.51 億0.6%+160,379+8.4%加碼歷史
ABBVAbbVie Inc.Stock1,329,333$1.50 億0.5%+173,554+15.0%加碼歷史
ALLYAlly Financial Inc.Stock2,798,955$1.39 億0.5%−220,733−7.3%減碼歷史
DPZDominos Pizza IncCOM298,750$1.39 億0.5%+18,671+6.7%加碼歷史
ORLYO Reilly Automotive IncStock244,191$1.38 億0.5%−1,787−0.7%減碼歷史
MARMarriott International IncStock953,585$1.30 億0.5%+7,715+0.8%加碼歷史
AXPAmerican Express CoStock739,796$1.22 億0.4%−2,315−0.3%減碼歷史
KOCoca Cola CoStock2,156,020$1.17 億0.4%−77,617−3.5%減碼歷史
MTCHMatch Group, Inc.COM611,224$9,856 萬0.4%−33,652−5.2%減碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT1,745,333$9,695 萬0.4%−2,474−0.1%減碼歷史
LOWLowes Companies IncStock496,698$9,634 萬0.4%+134,371+37.1%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR1,307,831$9,418 萬0.3%−3,579−0.3%減碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM1,133,563$9,388 萬0.3%+3170.0%加碼歷史
Reckitt Benckiser Group PLCG74079107Common Stock1,014,775$9,076 萬0.3%−157,544−13.4%減碼–
AMGNAmgen IncStock367,267$8,952 萬0.3%−7,269−1.9%減碼歷史
RTXRTX CorpStock1,041,519$8,885 萬0.3%+136,324+15.1%加碼歷史
COFCapital One Financial CorpStock572,298$8,853 萬0.3%+1,306+0.2%加碼歷史
CSWCSW Industrials, Inc.COM585,799$6,939 萬0.3%−4,152−0.7%減碼歷史
Liberty Media Corp Del531229607COM C SIRIUSXM1,454,462$6,747 萬0.2%−36,415−2.4%減碼–
SPGIS&P Global Inc.Stock159,335$6,540 萬0.2%−583−0.4%減碼歷史
ENBEnbridge IncStock1,622,482$6,496 萬0.2%−6,990−0.4%減碼歷史
DISWalt Disney CoStock365,188$6,419 萬0.2%+22,834+6.7%加碼歷史
FTVFortive CorpStock911,715$6,358 萬0.2%−20,060−2.2%減碼歷史
SCIService Corp InternationalCOM1,080,041$5,788 萬0.2%−69,518−6.0%減碼歷史
MCOMoodys CorpStock152,373$5,522 萬0.2%−868−0.6%減碼歷史
CCitigroup IncStock770,718$5,453 萬0.2%−7,447−1.0%減碼歷史
ENTGEntegris IncCOM433,312$5,328 萬0.2%+344,817+389.6%加碼歷史
USBUS Bancorp DECOM NEW903,745$5,149 萬0.2%−37,707−4.0%減碼歷史
CNQCanadian Natural Resources LtdCOM1,386,969$5,032 萬0.2%−33,593−2.4%減碼歷史
VIPSVipshop Holdings LtdSPONSORED ADS A2,475,426$4,971 萬0.2%−760,774−23.5%減碼歷史
SYKStryker CorpStock191,169$4,965 萬0.2%+15,686+8.9%加碼歷史
BKNGBooking Holdings Inc.Stock22,043$4,823 萬0.2%−5,167−19.0%減碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A1,581,803$4,801 萬0.2%+1,381,803+690.9%加碼歷史
LBRDKLiberty Broadband CorpCOM SER C263,749$4,580 萬0.2%−454−0.2%減碼歷史
PFEPfizer IncStock1,115,117$4,367 萬0.2%−7,741−0.7%減碼歷史
IQVIQVIA Holdings Inc.Stock177,114$4,292 萬0.2%+6,919+4.1%加碼歷史
GILDGilead Sciences, Inc.Stock602,277$4,147 萬0.2%−186,551−23.6%減碼歷史
CMECME Group Inc.COM193,908$4,124 萬0.2%−2,707−1.4%減碼歷史
PGProcter & Gamble CoStock304,740$4,112 萬0.2%−621−0.2%減碼歷史
BABoeing CoStock170,223$4,078 萬0.1%−2,309−1.3%減碼歷史
VZVerizon Communications IncStock692,497$3,880 萬0.1%+90,426+15.0%加碼歷史
JPMJPMorgan Chase & CoStock246,413$3,833 萬0.1%+629+0.3%加碼歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG849,075$3,714 萬0.1%−1,135−0.1%減碼歷史
UPSUnited Parcel Service IncStock177,952$3,701 萬0.1%−2,223−1.2%減碼歷史
HUMHumana IncStock82,780$3,665 萬0.1%+1,800+2.2%加碼歷史
INGRIngredion IncCOM397,195$3,595 萬0.1%−2,379−0.6%減碼歷史
GGGGraco IncCOM430,100$3,256 萬0.1%−9,900−2.3%減碼歷史
SCHWSchwab Charles CorpStock443,714$3,231 萬0.1%+100,000+29.1%加碼歷史
AWKAmerican Water Works Company, Inc.Stock205,419$3,166 萬0.1%−3,641−1.7%減碼歷史
DDominion Energy, IncStock404,362$2,975 萬0.1%−194,041−32.4%減碼歷史
HOLXHologic IncCOM434,000$2,896 萬0.1%+434,000新進歷史
IBMInternational Business Machines CorpStock197,114$2,890 萬0.1%−13,126−6.2%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF275,527$2,887 萬0.1%+5,600+2.1%加碼–
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT728,516$2,810 萬0.1%+5,781+0.8%加碼歷史
SYSo-Young International Inc.SPONSORED ADS2,922,908$2,809 萬0.1%−183,339−5.9%減碼歷史
HLTHilton Worldwide Holdings Inc.COM232,388$2,803 萬0.1%+970+0.4%加碼歷史
SNASnap-on IncCOM125,187$2,797 萬0.1%−1,983−1.6%減碼歷史
BPMCBlueprint Medicines CorpCOM317,731$2,795 萬0.1%+73,000+29.8%加碼歷史
CHTRCharter Communications, Inc.CL A38,616$2,786 萬0.1%−47,430−55.1%減碼歷史
NVSNovartis AGADR299,889$2,736 萬0.1%−232−0.1%減碼歷史
CORCencora, Inc.Stock235,210$2,693 萬0.1%+53,992+29.8%加碼歷史
BSXBoston Scientific CorpStock624,992$2,672 萬0.1%00.0%不變歷史
ABTAbbott LaboratoriesStock226,879$2,630 萬0.1%+36,586+19.2%加碼歷史
WFCWells Fargo & CompanyStock576,974$2,613 萬0.1%+27,422+5.0%加碼歷史
AEEAmeren CorpCOM318,119$2,546 萬0.1%−6,225−1.9%減碼歷史

2021 年第 1 季之後清倉（73 檔）

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

First Manhattan Co 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
IAC Interactivecorp New44891N109COM2,782,183$6.02 億2.6%–
TVRDTvardi Therapeutics, Inc.COM2,169,351$4,710 萬0.2%歷史
Extended Stay Amer Inc30224P200UNIT 99/99/9999B1,422,922$2,810 萬0.1%–
Protective Ins Corp74368L203CL B399,554$913.7 萬<0.1%–
TCF Finl Corp872307103COM140,106$650.9 萬<0.1%–
TALTAL Education GroupSPONSORED ADS96,700$520.7 萬<0.1%歷史
REPLReplimune Group, Inc.COM146,272$446.2 萬<0.1%歷史
ADIAnalog Devices IncCOMMON27,893$432.5 萬<0.1%歷史
Flir Sys Inc302445101COM73,525$415.1 萬<0.1%–
1st Colonial Bancorp319716106COM390,566$387.8 萬<0.1%–
SRRKScholar Rock Holding CorpCOM54,867$277.9 萬<0.1%歷史
WWEWorld Wrestling Entertainment, LLCCL A27,157$147.3 萬<0.1%歷史
NNBRNN IncCOM100,000$70.7 萬<0.1%歷史
Varian Med Sys Inc92220P105COM3,970$70.0 萬<0.1%–
MSTRStrategy IncStock750$50.9 萬<0.1%歷史
CADECadence BancorporationCL A20,000$41.4 萬<0.1%歷史
iShares Inc464286582MSCI JAPN SMCETF4,500$36.6 萬<0.1%–
Boingo Wireless Inc09739C102COM22,500$31.6 萬<0.1%–
OMOutset Medical, Inc.COM3,600$19.5 萬<0.1%歷史
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF1,993$14.5 萬<0.1%–
METCRamaco Resources, Inc.COM30,000$12.6 萬<0.1%歷史
THGHanover Insurance Group, Inc.COM794$10.2 萬<0.1%歷史
Lattice Strategies Tr518416102HARTFORD MLT ETF3,190$9.40 萬<0.1%–
NVRIEnviri CorpCOM5,195$8.90 萬<0.1%歷史
SPDR Series Trust78464A516ST INTL BBG ETF2,984$8.60 萬<0.1%–
WisdomTree Tr97717W315EMER MKT HIGH FD1,864$8.20 萬<0.1%–
Realpage Inc75606N109COM800$6.90 萬<0.1%–
NRKNuveen New York Amt-Free Quality Municipal Income FundCOM4,500$6.10 萬<0.1%歷史
Etfis Ser Tr I26923G780VIRTUS REAL AS1,950$4.80 萬<0.1%–
ACAArcosa, Inc.COM649$4.20 萬<0.1%歷史
ETF Managers Tr26924G201PRIME CYBR SCRTY750$4.10 萬<0.1%–
iShares Tr46429B7470-5 YR TIPS ETF380$4.00 萬<0.1%–
LEELee Enterprises, IncCOM1,500$3.80 萬<0.1%歷史
STRSStratus Properties IncCOM NEW1,250$3.80 萬<0.1%歷史
PBHPrestige Consumer Healthcare Inc.COM800$3.50 萬<0.1%歷史
DTEDte Energy CoCOM250$3.30 萬<0.1%歷史
GLPIGaming & Leisure Properties, Inc.COM776$3.20 萬<0.1%歷史
Protective Ins Corp74368L104CL A1,400$3.20 萬<0.1%–
UMCUnited Microelectronics CorpSPON ADR NEW3,000$2.70 萬<0.1%歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF300$2.50 萬<0.1%–
SFNCSimmons First National CorpCL A $1 PAR780$2.30 萬<0.1%歷史
Genmark Diagnostics Inc372309104COM1,000$2.30 萬<0.1%–
Global X FDS37954Y814FINTECH ETF500$2.20 萬<0.1%–
Schwab International Small-Cap Equity ETF808524888ETF482$1.90 萬<0.1%–
BlackRock New York Mun Incom09249U105COM1,351$1.90 萬<0.1%–
TWITitan International IncCOM2,000$1.80 萬<0.1%歷史
AELAmerican National Group Inc.COM600$1.80 萬<0.1%歷史
iShares Inc464286665MSCI PAC JP ETF352$1.70 萬<0.1%–
Schwab Strategic Tr808524862SHT TM US TRES341$1.70 萬<0.1%–
Alps ETF Tr00162Q478DISRUPTIVE TECH400$1.70 萬<0.1%–
Fly Leasing Ltd34407D109SPONSORED ADR1,000$1.60 萬<0.1%–
iShares U.S. Medical Devices ETF464288810ETF46$1.50 萬<0.1%–
FSKFS KKR Capital CorpCOM801$1.50 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE347$1.30 萬<0.1%–
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW250$1.10 萬<0.1%–
SNFIStark Novus Financial Inc.COM CL A1,000$1.10 萬<0.1%歷史
UFSDomtar CORPCOM NEW250$9,000<0.1%歷史
Aphria Inc03765K104COM425$7,000<0.1%–
Crucible Acquisition Corp22877P207UNIT 12/26/2025600$6,000<0.1%–
NUVANuvasive IncCOM100$6,000<0.1%歷史
Colicity Inc194170205UNIT 02/24/2026500$5,000<0.1%–
Finserv Acquisition Corp318085107CL A400$5,000<0.1%–
UGLProShares Trust IIULTRA GOLD100$5,000<0.1%歷史
SVF Investment Corp.G8601L110UNIT 12/20/2025500$5,000<0.1%–
Compute Health Acquisitin Co204833206UNIT 99/99/9999440$4,000<0.1%–
Altimar Acquisition Corp IIG03709113UNIT 99/99/9999440$4,000<0.1%–
HNIHni CorpStock100$3,000<0.1%歷史
ARCArc Document Solutions, Inc.COM1,200$2,000<0.1%歷史
SJTSan Juan Basin Royalty TrustUNIT BEN INT600$2,000<0.1%歷史
SPTNSpartanNash CoCOM120$2,000<0.1%歷史
Entercom Communications Corp293639100CL A232$1,000<0.1%–
Perspecta Inc715347100COM43$1,000<0.1%–
PRSOPeraso Inc.COM119$00.0%歷史