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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
CRSPCRISPR Therapeutics AGNAMEN AKT50$8,000<0.1%00.0%不變歷史
ESPREsperion Therapeutics, Inc.COM410$8,000<0.1%00.0%不變歷史
HLIHoulihan Lokey, Inc.CL A100$8,000<0.1%00.0%不變歷史
COLMColumbia Sportswear CoCOM82$8,000<0.1%00.0%不變歷史
DLBDolby Laboratories, Inc.COM CL A87$8,000<0.1%00.0%不變歷史
AMRNAmarin Corp PLCSPONS ADR NEW2,000$8,000<0.1%00.0%不變歷史
AXLAAxcella Health Inc.COM2,000$8,000<0.1%+2,000新進歷史
NKTRNektar TherapeuticsCOM500$8,000<0.1%+500新進歷史
Osi ETF Tr67110P407OSHARES US QUALT200$8,000<0.1%+200新進–
ROOTRoot, Inc.COM CL A750$8,000<0.1%00.0%不變歷史
Reinvent Technology PartnersG7484L114UNIT 03/12/2026800$8,000<0.1%+800新進–
GNRCGenerac Holdings Inc.Stock22$9,000<0.1%+22新進歷史
FSLRFirst Solar, Inc.Stock100$9,000<0.1%00.0%不變歷史
iShares Core S&P U.S. Growth ETF464287671ETF93$9,000<0.1%+93新進–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF157$9,000<0.1%+157新進–
ACADAcadia Pharmaceuticals IncCOM375$9,000<0.1%00.0%不變歷史
TECHBIO-TECHNE CorpCOM21$9,000<0.1%00.0%不變歷史
ARIApollo Commercial Real Estate Finance, Inc.COM600$9,000<0.1%00.0%不變歷史
CARSCars.com Inc.COM665$9,000<0.1%00.0%不變歷史
CACICACI International IncCL A37$9,000<0.1%00.0%不變歷史
iShares Tr464288877EAFE VALUE ETF180$9,000<0.1%00.0%不變–
iShares Tr464287697U.S. UTILITS ETF119$9,000<0.1%00.0%不變–
NDSNNordson CorpCOM44$9,000<0.1%00.0%不變歷史
CRSRCorsair Gaming, Inc.COM300$9,000<0.1%00.0%不變歷史
TDAYUSA TODAY Co., Inc.COM1,762$9,000<0.1%00.0%不變歷史
CTTCatchMark Timber Trust, Inc.CL A800$9,000<0.1%+800新進歷史
CRONCronos Group Inc.COM1,050$9,000<0.1%−2,154−67.2%減碼歷史
IPGInterpublic Group of Companies, Inc.COM289$9,000<0.1%+199+221.1%加碼歷史
ULTAUlta Beauty, Inc.Stock31$1.00 萬<0.1%00.0%不變歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF228$1.00 萬<0.1%+180+375.0%加碼–
State Street Materials Select Sector SPDR ETF81369Y100ETF126$1.00 萬<0.1%−51−28.8%減碼–
MANHManhattan Associates IncStock71$1.00 萬<0.1%00.0%不變歷史
iShares Core MSCI Europe ETF46434V738ETF180$1.00 萬<0.1%−200−52.6%減碼–
BKRBaker Hughes CoCL A471$1.00 萬<0.1%+125+36.1%加碼歷史
iShares Inc464286806MSCI GERMANY ETF300$1.00 萬<0.1%00.0%不變–
CMCanadian Imperial Bank of CommerceCOM90$1.00 萬<0.1%00.0%不變歷史
WSMWilliams Sonoma IncCOM64$1.00 萬<0.1%+44+220.0%加碼歷史
SPHRSphere Entertainment Co.CL A120$1.00 萬<0.1%00.0%不變歷史
JLLJones Lang Lasalle IncCOM52$1.00 萬<0.1%00.0%不變歷史
TRMBTrimble Inc.COM132$1.00 萬<0.1%00.0%不變歷史
CHHChoice Hotels International IncCOM86$1.00 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF175$1.00 萬<0.1%00.0%不變–
ADSKAutodesk, Inc.COM35$1.00 萬<0.1%+35新進歷史
AQSTAquestive Therapeutics, Inc.COM2,600$1.00 萬<0.1%+2,600新進歷史
BDNBrandywine Realty TrustSH BEN INT NEW780$1.00 萬<0.1%00.0%不變歷史
Neenah Inc640079109COM200$1.00 萬<0.1%−2,350−92.2%減碼–
RBGLYReckitt Benckiser Group PLCCOM572$1.00 萬<0.1%00.0%不變歷史
BROBrown & Brown, Inc.Stock218$1.10 萬<0.1%00.0%不變歷史
Vanguard Total International Bond ETF92203J407ETF194$1.10 萬<0.1%+194新進–
LIILennox International IncCOM33$1.10 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X772ST S&P INTL ETF300$1.10 萬<0.1%00.0%不變–
CAAPCorporacion America Airports S.A.COM2,000$1.10 萬<0.1%00.0%不變歷史
Vanguard World FD921910733ESG US STK ETF140$1.10 萬<0.1%+35+33.3%加碼–
POOLPool CorpCOM24$1.10 萬<0.1%+12+100.0%加碼歷史
EDITEditas Medicine, Inc.COM200$1.10 萬<0.1%00.0%不變歷史
NLYAnnaly Capital Management IncCOM1,350$1.10 萬<0.1%00.0%不變歷史
EXASExact Sciences CorpCOM90$1.10 萬<0.1%00.0%不變歷史
Pershing Square Tontine Hldg71531R117*W EXP 07/24/2021,750$1.10 萬<0.1%+1,000+133.3%加碼–
SICPSilvergate Capital CorpCL A100$1.10 萬<0.1%00.0%不變歷史
Titan Med Inc88830X819COM NEW6,600$1.10 萬<0.1%00.0%不變–
ZEPPZepp Health CorpSPONSORED ADS1,000$1.10 萬<0.1%00.0%不變歷史
KPLTKatapult Holdings, Inc.COM1,100$1.10 萬<0.1%+1,100新進歷史
ROKRockwell Automation, IncStock44$1.20 萬<0.1%00.0%不變歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF73$1.20 萬<0.1%+53+265.0%加碼–
AMGAffiliated Managers Group, Inc.Stock80$1.20 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V142WATER RES ETF231$1.20 萬<0.1%00.0%不變–
WYWeyerhaeuser CoCOM NEW367$1.20 萬<0.1%+100+37.5%加碼歷史
BAHBooz Allen Hamilton Holding CorpCL A142$1.20 萬<0.1%+48+51.1%加碼歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME298$1.20 萬<0.1%00.0%不變–
CRSCarpenter Technology CorpCOM300$1.20 萬<0.1%00.0%不變歷史
FCPTFour Corners Property Trust, Inc.COM452$1.20 萬<0.1%00.0%不變歷史
iShares Tr464288646ISHS 1-5YR INVS220$1.20 萬<0.1%00.0%不變–
LOOPLoop Industries, Inc.COM1,000$1.20 萬<0.1%00.0%不變歷史
NNOXNano-X Imaging Ltd.ORD SHS375$1.20 萬<0.1%+225+150.0%加碼歷史
AMXAmerica Movil SAB de CVSPON ADR L SHS800$1.20 萬<0.1%00.0%不變歷史
ETF Managers Tr26924G409PRIME MOBILE PAY175$1.20 萬<0.1%+175新進–
Schwab U.S. Small-Cap ETF808524607ETF130$1.30 萬<0.1%−253−66.1%減碼–
OCOwens CorningStock140$1.30 萬<0.1%+140新進歷史
ORAOrmat Technologies, Inc.COM200$1.30 萬<0.1%+200新進歷史
RACEFerrari N.V.COM64$1.30 萬<0.1%00.0%不變歷史
LGNDLigand Pharmaceuticals IncCOM NEW100$1.30 萬<0.1%00.0%不變歷史
HUNHuntsman CORPCOM525$1.30 萬<0.1%−4,300−89.1%減碼歷史
PGENPrecigen, Inc.COM2,000$1.30 萬<0.1%00.0%不變歷史
TRGPTarga Resources Corp.COM310$1.30 萬<0.1%00.0%不變歷史
DINDine Brands Global, Inc.COM150$1.30 萬<0.1%00.0%不變歷史
SEDGSolaredge Technologies, Inc.COM50$1.30 萬<0.1%+50新進歷史
HBPHuttig Building Products IncCOM2,400$1.30 萬<0.1%00.0%不變歷史
RDFNRedfin CorpCOM210$1.30 萬<0.1%00.0%不變歷史
VMWVmware LLCCL A COM82$1.30 萬<0.1%00.0%不變歷史
Cyberark Software LtdM2682V108SHS100$1.30 萬<0.1%+100新進–
SGOLabrdn Gold ETF TrustETF864$1.40 萬<0.1%−726−45.7%減碼歷史
GPCGenuine Parts CoStock113$1.40 萬<0.1%+35+44.9%加碼歷史
WECWec Energy Group, Inc.Stock162$1.40 萬<0.1%+12+8.0%加碼歷史
FMCFMC CorpCOM NEW130$1.40 萬<0.1%+30+30.0%加碼歷史
LKQLKQ CorpCOM287$1.40 萬<0.1%+126+78.3%加碼歷史
JBHTHunt J B Transport Services IncCOM86$1.40 萬<0.1%00.0%不變歷史
AVTRAvantor, Inc.COM400$1.40 萬<0.1%+400新進歷史
HTGCHercules Capital, Inc.COM825$1.40 萬<0.1%00.0%不變歷史
DNPDNP Select Income Fund IncCOM1,346$1.40 萬<0.1%00.0%不變歷史
ESIElement Solutions IncCOM625$1.40 萬<0.1%00.0%不變歷史

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