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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
VSTVistra Corp.Stock2,344$4.30 萬<0.1%−7,656−76.6%減碼歷史
EWBCEast West Bancorp IncCOM600$4.30 萬<0.1%00.0%不變歷史
CLFCleveland-Cliffs Inc.COM2,000$4.30 萬<0.1%+2,000新進歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS700$4.30 萬<0.1%00.0%不變–
TPRTapestry, Inc.COM1,000$4.30 萬<0.1%00.0%不變歷史
AXTIAxt IncCOM4,000$4.30 萬<0.1%00.0%不變歷史
PESIPerma Fix Environmental Services IncCOM NEW6,150$4.30 萬<0.1%+6,150新進歷史
LYFTLyft, Inc.CL A COM730$4.40 萬<0.1%+730新進歷史
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT174$4.40 萬<0.1%00.0%不變–
ITGartner IncCOM186$4.50 萬<0.1%00.0%不變歷史
TENBTenable Holdings, Inc.COM1,100$4.50 萬<0.1%00.0%不變歷史
ALXNAlexion Pharmaceuticals, Inc.COM250$4.50 萬<0.1%−100−28.6%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF260$4.60 萬<0.1%+54+26.2%加碼–
DKSDick's Sporting Goods, Inc.Stock462$4.60 萬<0.1%00.0%不變歷史
DMDesktop Metal, Inc.COM CL A4,000$4.60 萬<0.1%+3,000+300.0%加碼歷史
PRUPrudential Financial IncStock463$4.70 萬<0.1%+41+9.7%加碼歷史
QRVOQorvo, Inc.Stock243$4.70 萬<0.1%00.0%不變歷史
Vanguard Intermediate-Term Bond ETF921937819ETF525$4.70 萬<0.1%00.0%不變–
IONSIonis Pharmaceuticals IncCOM1,200$4.70 萬<0.1%−374,100−99.7%減碼歷史
FEFirstenergy CorpCOM1,272$4.70 萬<0.1%00.0%不變歷史
Flexshares Tr33939L860QUALT DIVD IDX850$4.70 萬<0.1%−433−33.7%減碼–
CHRSCoherus Oncology, Inc.COM3,500$4.80 萬<0.1%00.0%不變歷史
SONYSony Group CorpSPONSORED ADR500$4.80 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33733B100WTR ETF575$4.80 萬<0.1%00.0%不變–
JOUTJohnson Outdoors IncCL A400$4.80 萬<0.1%00.0%不變歷史
TEAMAtlassian CorpCL A187$4.80 萬<0.1%+187新進歷史
PAYCPaycom Software, Inc.Stock137$4.90 萬<0.1%+137新進歷史
HPQHP IncStock1,640$4.90 萬<0.1%00.0%不變歷史
IMGNImmunoGen, Inc.COM7,546$4.90 萬<0.1%00.0%不變歷史
COINCoinbase Global, Inc.COM CL A200$5.00 萬<0.1%+200新進歷史
TRUTransUnionCOM461$5.00 萬<0.1%00.0%不變歷史
INCYIncyte CorpCOM600$5.00 萬<0.1%00.0%不變歷史
iShares Global Clean Energy ETF464288224ETF2,200$5.10 萬<0.1%+2,200新進–
BEAMBeam Therapeutics Inc.COM400$5.10 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF403$5.10 萬<0.1%00.0%不變–
CRWDCrowdStrike Holdings, Inc.Stock210$5.20 萬<0.1%00.0%不變歷史
INMDInMode Ltd.SHS550$5.20 萬<0.1%00.0%不變歷史
TWLOTwilio IncCL A132$5.20 萬<0.1%00.0%不變歷史
ARK ETF Tr00214Q5003D PRINTING ETF1,325$5.20 萬<0.1%00.0%不變–
Brookfield Ppty REIT Inc11282X103CL A2,800$5.20 萬<0.1%−33,750−92.3%減碼–
Coherent Inc192479103COM200$5.20 萬<0.1%+200新進–
iShares S&P 100 ETF464287101ETF271$5.30 萬<0.1%00.0%不變–
CHWYChewy, Inc.CL A675$5.30 萬<0.1%00.0%不變歷史
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT1,200$5.30 萬<0.1%00.0%不變歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF1,020$5.40 萬<0.1%+776+318.0%加碼–
iShares Tr464287622RUS 1000 ETF224$5.40 萬<0.1%00.0%不變–
APAAPA CorpStock2,546$5.50 萬<0.1%+203+8.7%加碼歷史
LSTRLandstar System IncCOM351$5.50 萬<0.1%00.0%不變歷史
ISBCInvestors Bancorp, Inc.COM3,903$5.50 萬<0.1%+2,814+258.4%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF754$5.60 萬<0.1%00.0%不變–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF418$5.60 萬<0.1%00.0%不變–
INTUIntuit Inc.Stock115$5.60 萬<0.1%00.0%不變歷史
Global X FDS37954Y848GLOBAL X SILVER1,333$5.60 萬<0.1%+333+33.3%加碼–
PPLPPL CorpCOM2,021$5.60 萬<0.1%00.0%不變歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW2,000$5.60 萬<0.1%−600−23.1%減碼歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT3,100$5.60 萬<0.1%00.0%不變歷史
Meridian Bioscience Inc589584101COM2,562$5.60 萬<0.1%00.0%不變–
XLNXXilinx IncCOM393$5.60 萬<0.1%+393新進歷史
iShares Russell Mid-Cap Value ETF464287473ETF496$5.70 萬<0.1%00.0%不變–
SEICSEI Investments CoCOM932$5.70 萬<0.1%+61+7.0%加碼歷史
Vanguard World FD921910816MEGA GRWTH IND250$5.70 萬<0.1%00.0%不變–
CPCanadian Pacific Kansas City LtdCOM750$5.70 萬<0.1%00.0%不變依 5 比 1 拆股換算歷史
NVTAInvitae CorpCOM1,700$5.70 萬<0.1%00.0%不變歷史
SEELSeelos Therapeutics, Inc.COM21,967$5.70 萬<0.1%+9,795+80.5%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF838$5.80 萬<0.1%+264+46.0%加碼–
Fidelity MSCI Information Technology Index ETF316092808ETF500$5.80 萬<0.1%00.0%不變–
iShares Tr464287291GLOBAL TECH ETF174$5.80 萬<0.1%00.0%不變–
EXPDExpeditors International of Washington IncCOM460$5.80 萬<0.1%00.0%不變歷史
ALXAlexanders IncCOM217$5.80 萬<0.1%00.0%不變歷史
JDJD.com, Inc.SPON ADS CL A750$5.90 萬<0.1%00.0%不變歷史
DLRDigital Realty Trust, Inc.COM400$6.00 萬<0.1%00.0%不變歷史
DCOMDime Commercial Bancshares, Inc.COM1,803$6.00 萬<0.1%+13+0.7%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF125$6.10 萬<0.1%00.0%不變歷史
WHRWhirlpool CorpStock285$6.20 萬<0.1%−393−58.0%減碼歷史
ETF Managers Tr26924G508ETFMG ALTR HRVST3,050$6.20 萬<0.1%00.0%不變–
SPDR Ser Tr78468R689S&P KENSHO SMART1,000$6.20 萬<0.1%00.0%不變–
STWDStarwood Property Trust, Inc.COM2,415$6.30 萬<0.1%00.0%不變歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF2,000$6.40 萬<0.1%00.0%不變–
BBYBest Buy Co IncStock557$6.40 萬<0.1%00.0%不變歷史
iShares Tr464288414NATIONAL MUN ETF550$6.40 萬<0.1%00.0%不變–
HEIHeico CorpCOM464$6.40 萬<0.1%+464新進歷史
SSTISoundthinking, Inc.COM1,325$6.40 萬<0.1%+1,325新進歷史
UFIUnifi IncCOM NEW2,666$6.40 萬<0.1%00.0%不變歷史
SPGSimon Property Group Inc.REIT500$6.50 萬<0.1%00.0%不變歷史
iShares Tr464287721U.S. TECH ETF655$6.50 萬<0.1%+175+36.5%加碼–
TGNATegna IncCOM3,466$6.50 萬<0.1%00.0%不變歷史
TMXTerminix Global Holdings IncCOM1,370$6.50 萬<0.1%00.0%不變歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF818$6.60 萬<0.1%+101+14.1%加碼–
TDToronto Dominion BankStock952$6.60 萬<0.1%00.0%不變歷史
AEMAgnico Eagle Mines LtdStock1,100$6.60 萬<0.1%00.0%不變歷史
SSDSimpson Manufacturing Co., Inc.COM600$6.60 萬<0.1%00.0%不變歷史
DFSDiscover Financial ServicesCOM558$6.60 萬<0.1%00.0%不變歷史
SCPSScopus BioPharma Inc.COM9,300$6.60 萬<0.1%−1,000−9.7%減碼歷史
TPHSTrinity Place Holdings Inc.COM31,626$6.60 萬<0.1%+10,000+46.2%加碼歷史
CAGConagra Brands Inc.Stock1,860$6.70 萬<0.1%00.0%不變歷史
ZZillow Group, Inc.CL C CAP STK555$6.70 萬<0.1%00.0%不變歷史
PRIPrimerica, Inc.Stock450$6.80 萬<0.1%−50−10.0%減碼歷史
TXTTextron IncCOM1,000$6.80 萬<0.1%00.0%不變歷史
DISHDISH Network CORPCL A2,000$6.80 萬<0.1%00.0%不變歷史
VODVodafone Group Public Ltd CoADR4,031$6.90 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