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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
NBIXNeurocrine Biosciences IncStock29$2,000<0.1%+29新進歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF27$2,000<0.1%+27新進–
PENNPENN Entertainment, Inc.COM30$2,000<0.1%+30新進歷史
STSensata Technologies Holding plcSHS45$2,000<0.1%+45新進歷史
JQCNuveen Credit Strategies Income FundCOM SHS333$2,000<0.1%00.0%不變歷史
BFHBread Financial Holdings, Inc.COM28$2,000<0.1%00.0%不變歷史
VALEVale S.A.SPONSORED ADS103$2,000<0.1%+103新進歷史
URBNUrban Outfitters IncCOM50$2,000<0.1%00.0%不變歷史
VanEck ETF Trust92189F502LOW CARBN ENERGY15$2,000<0.1%+15新進–
BDTXBlack Diamond Therapeutics, Inc.COM200$2,000<0.1%00.0%不變歷史
IDNIntellicheck, Inc.COM NEW300$2,000<0.1%00.0%不變歷史
VNDAVanda Pharmaceuticals Inc.COM100$2,000<0.1%00.0%不變歷史
AEGAegon Ltd.NY REGISTRY SHS673$2,000<0.1%+673新進歷史
ACBAurora Cannabis IncCOM282$2,000<0.1%00.0%不變歷史
GRDXGridAI Technologies Corp.COM2,500$2,000<0.1%00.0%不變歷史
ECOMChanneladvisor CorpCOM100$2,000<0.1%+100新進歷史
TOONKartoon Studios, Inc.COM1,265$2,000<0.1%00.0%不變歷史
SDOTSadot Group Inc.COM2,000$2,000<0.1%00.0%不變歷史
Pershing Square Tontine Hldg71531R109COM CL A100$2,000<0.1%+100新進–
WLMSNOS4-1, Inc.COM444$2,000<0.1%00.0%不變歷史
CSTECaesarstone Ltd.ORD SHS200$2,000<0.1%00.0%不變歷史
GTXGarrett Motion Inc.Stock465$3,000<0.1%+465新進歷史
iShares S&P 500 Growth ETF464287309ETF45$3,000<0.1%+45新進–
RQICohen & Steers Quality Income Realty Fund IncCEF235$3,000<0.1%00.0%不變歷史
CWCurtiss Wright CorpStock27$3,000<0.1%+27新進歷史
SLPSimulations Plus, Inc.COM65$3,000<0.1%00.0%不變歷史
DOCHealthpeak Properties, Inc.COM97$3,000<0.1%+96+9,600.0%加碼歷史
MHKMohawk Industries IncCOM17$3,000<0.1%+17新進歷史
AVAAvista CorpCOM84$3,000<0.1%+84新進歷史
HROWHarrow, Inc.COM340$3,000<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL90$3,000<0.1%00.0%不變–
STMSTMicroelectronics N.V.NY REGISTRY100$3,000<0.1%00.0%不變歷史
HRBH&R Block IncCOM150$3,000<0.1%−200−57.1%減碼歷史
SIISprott Inc.COM NEW100$3,000<0.1%00.0%不變歷史
QLYSQualys, Inc.COM38$3,000<0.1%+38新進歷史
HSICHenry Schein IncCOM41$3,000<0.1%00.0%不變歷史
GDRXGoodRx Holdings, Inc.COM CL A100$3,000<0.1%00.0%不變歷史
OPTUOptimum Communications, Inc.CL A100$3,000<0.1%00.0%不變歷史
IRDOpus Genetics, Inc.COM600$3,000<0.1%00.0%不變歷史
OSUROrasure Technologies IncCOM300$3,000<0.1%00.0%不變歷史
AKUSAkouos, Inc.COM300$3,000<0.1%00.0%不變歷史
AKROAkero Therapeutics, Inc.COM150$3,000<0.1%00.0%不變歷史
AQMSAqua Metals, Inc.COM1,000$3,000<0.1%+1,000新進歷史
BRMKBroadmark Realty Capital Inc.COM300$3,000<0.1%00.0%不變歷史
CGAUCenterra Gold Inc.COM395$3,000<0.1%+395新進歷史
CERNCERNER CorpCOM45$3,000<0.1%+45新進歷史
CTXSCitrix Systems IncCOM32$3,000<0.1%+32新進歷史
Gold STD Ventures Corp380738104COM6,000$3,000<0.1%00.0%不變–
JNPRJuniper Networks IncCOM116$3,000<0.1%00.0%不變歷史
Signature BK New York N Y82669G104COM15$3,000<0.1%+15新進–
UNITUniti Group Inc.COM300$3,000<0.1%00.0%不變歷史
GANGAN LtdORD SHS200$3,000<0.1%00.0%不變歷史
TPGYTPG Pace Beneficial Finance Corp.CL A COM300$3,000<0.1%00.0%不變歷史
WELLWelltower Inc.REIT53$4,000<0.1%+53新進歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF52$4,000<0.1%+52新進–
AALAmerican Airlines Group Inc.Stock200$4,000<0.1%00.0%不變歷史
FDSFactset Research Systems IncStock13$4,000<0.1%00.0%不變歷史
DCIDonaldson Co IncStock67$4,000<0.1%00.0%不變歷史
EMEEMCOR Group, Inc.Stock40$4,000<0.1%−11−21.6%減碼歷史
HWMHowmet Aerospace Inc.Stock133$4,000<0.1%00.0%不變歷史
HALHalliburton CoStock200$4,000<0.1%−68−25.4%減碼歷史
MASMasco CorpCOM81$4,000<0.1%+81新進歷史
TTWOTake Two Interactive Software IncCOM25$4,000<0.1%+25新進歷史
CASYCaseys General Stores IncCOM24$4,000<0.1%00.0%不變歷史
DGDollar General CorpCOM19$4,000<0.1%−20−51.3%減碼歷史
EHCEncompass Health CorpCOM58$4,000<0.1%+58新進歷史
RMDResmed IncCOM20$4,000<0.1%+20新進歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL66$4,000<0.1%00.0%不變–
PBProsperity Bancshares IncCOM69$4,000<0.1%00.0%不變歷史
SUISun Communities IncCOM24$4,000<0.1%+24新進歷史
GERNGeron CorpCOM3,200$4,000<0.1%00.0%不變歷史
MFCManulife Financial CorpCOM218$4,000<0.1%+117+115.8%加碼歷史
BOKFBok Financial CorpCOM NEW53$4,000<0.1%+53新進歷史
iShares Tr4642886613 7 YR TREAS BD36$4,000<0.1%−378−91.3%減碼–
Vanguard Whitehall FDS921946810INTL DVD ETF54$4,000<0.1%00.0%不變–
UHSUniversal Health Services IncCL B29$4,000<0.1%+29新進歷史
ETSYEtsy IncCOM24$4,000<0.1%+24新進歷史
RCLRoyal Caribbean Cruises LtdCOM50$4,000<0.1%00.0%不變歷史
BWGBrandywineGLOBAL-Global Income Opportunities Fund IncCOM350$4,000<0.1%00.0%不變歷史
iShares Tr464288273EAFE SML CP ETF54$4,000<0.1%+54新進–
ADCTADC Therapeutics SASHS200$4,000<0.1%00.0%不變歷史
BURBurford Capital LtdORD SHS450$4,000<0.1%00.0%不變歷史
CABACabaletta Bio, Inc.COM500$4,000<0.1%00.0%不變歷史
HRTXHeron Therapeutics, Inc.COM300$4,000<0.1%+300新進歷史
LXRXLexicon Pharmaceuticals, Inc.COM NEW1,079$4,000<0.1%+1,079新進歷史
OPRXOptimizeRx CorpCOM NEW70$4,000<0.1%00.0%不變歷史
XRXXerox Holdings CorpCOM NEW179$4,000<0.1%00.0%不變歷史
YEXTYext, Inc.COM300$4,000<0.1%00.0%不變歷史
Avidity Biosciences, Inc.05370A108COM200$4,000<0.1%00.0%不變–
ChemoCentryx, Inc.16383L106COM300$4,000<0.1%00.0%不變–
Compute Health Acquisitin Co204833107COM CL A440$4,000<0.1%+440新進–
GHLGreenhill & Co IncCOM279$4,000<0.1%00.0%不變歷史
VPVInvesco Pennsylvania Value Municipal Income TrustCOM350$4,000<0.1%00.0%不變歷史
IRBTiRobot CorpCOM50$4,000<0.1%00.0%不變歷史
RMORomeo Power, Inc.COM500$4,000<0.1%00.0%不變歷史
SRNESorrento Therapeutics, Inc.COM NEW500$4,000<0.1%00.0%不變歷史
VSTMVerastem, Inc.COM1,000$4,000<0.1%00.0%不變歷史
TMPOTempo Automation Holdings, Inc.CL A500$4,000<0.1%00.0%不變歷史
Altimar Acquisition Corp IIG03709105SHS CL A440$4,000<0.1%+440新進–
SVF Investment Corp.G8601L102CL A SHS500$4,000<0.1%+500新進–

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