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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
ARK ETF Tr00214Q302GENOMIC REV ETF750$6.90 萬<0.1%+100+15.4%加碼–
DBOInvesco DB Oil FundOIL FD5,373$6.90 萬<0.1%00.0%不變歷史
DLTRDollar Tree, Inc.COM700$6.90 萬<0.1%00.0%不變歷史
WLYJohn Wiley & Sons, Inc.CL A1,150$6.90 萬<0.1%00.0%不變歷史
PCYOPure Cycle CorpCOM NEW5,000$6.90 萬<0.1%00.0%不變歷史
BF.BBrown Forman CorpStock937$7.00 萬<0.1%00.0%不變歷史
REGNRegeneron Pharmaceuticals, Inc.COM127$7.00 萬<0.1%00.0%不變歷史
GS Acquisition Hldgs Corp II36258Q204UNIT 99/99/99996,440$7.00 萬<0.1%00.0%不變–
SORSource CapitalCOM1,543$7.00 萬<0.1%00.0%不變歷史
TMUST-Mobile US, Inc.Stock500$7.20 萬<0.1%00.0%不變歷史
iShares Tr464288885EAFE GRWTH ETF677$7.20 萬<0.1%−991−59.4%減碼–
IRIngersoll Rand Inc.COM1,515$7.30 萬<0.1%−211−12.2%減碼歷史
FLICFirst of Long Island CorpCOM3,449$7.30 萬<0.1%00.0%不變歷史
NTRPNextTrip, Inc.COM18,781$7.30 萬<0.1%00.0%不變歷史
HEI.AHeico CorpCL A600$7.40 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X533ST MAR DIVID ETF2,500$7.40 萬<0.1%00.0%不變–
REREATRenew Inc.SPONSORED ADS5,000$7.40 萬<0.1%+5,000新進歷史
MRSHMarsh & McLennan Companies, Inc.Stock534$7.50 萬<0.1%00.0%不變歷史
COTYCoty Inc.COM CL A8,044$7.50 萬<0.1%−1,000−11.1%減碼歷史
TTDTrade Desk, Inc.Stock1,000$7.70 萬<0.1%00.0%不變依 10 比 1 拆股換算歷史
CGCCanopy Growth CorpCOM3,265$7.80 萬<0.1%00.0%不變歷史
JKHYJack Henry & Associates IncStock483$7.90 萬<0.1%00.0%不變歷史
KWKennedy-Wilson Holdings, Inc.COM4,000$7.90 萬<0.1%00.0%不變歷史
TWTRTwitter, Inc.COM1,150$7.90 萬<0.1%00.0%不變歷史
VanEck Vectors ETF Tr92189F726BIOTECH ETF400$8.00 萬<0.1%00.0%不變–
iShares Core S&P Mid-Cap ETF464287507ETF305$8.10 萬<0.1%00.0%不變–
NWPXNWPX Infrastructure, Inc.COM2,900$8.10 萬<0.1%00.0%不變歷史
UAAUnder Armour, Inc.Stock4,015$8.40 萬<0.1%00.0%不變歷史
IRMIron Mountain IncCOM1,995$8.40 萬<0.1%+1,800+923.1%加碼歷史
NXPINXP Semiconductors N.V.COM411$8.40 萬<0.1%+3+0.7%加碼歷史
MTArcelorMittalNY REGISTRY SH2,716$8.40 萬<0.1%00.0%不變歷史
LNTHLantheus Holdings, Inc.Stock3,100$8.50 萬<0.1%+3,100新進歷史
WSOWatsco IncCOM300$8.50 萬<0.1%00.0%不變歷史
DELLDell Technologies Inc.Stock864$8.60 萬<0.1%00.0%不變歷史
Vanguard Communication Services ETF92204A884ETF600$8.60 萬<0.1%−300−33.3%減碼–
FITBFifth Third BancorpCOM2,251$8.60 萬<0.1%+101+4.7%加碼歷史
UHALU-Haul Holding CoCOM146$8.60 萬<0.1%+1+0.7%加碼歷史
Magal Security Sys LtdM6786D104ORD18,225$8.60 萬<0.1%00.0%不變–
SHOPShopify Inc.Stock60$8.70 萬<0.1%00.0%不變歷史
FNFFidelity National Financial, Inc.COM SHS2,002$8.70 萬<0.1%+71+3.7%加碼歷史
AZZAzz IncCOM1,700$8.80 萬<0.1%−2,445−59.0%減碼歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX425$8.80 萬<0.1%00.0%不變–
KGCKinross Gold CorpCOM14,200$9.00 萬<0.1%+1,000+7.6%加碼歷史
AWRAmerican States Water CoCOM1,150$9.10 萬<0.1%00.0%不變歷史
HXLHexcel CorpCOM1,471$9.10 萬<0.1%00.0%不變歷史
iShares Tr464287689RUSSELL 3000 ETF360$9.20 萬<0.1%00.0%不變–
Exchange Traded Concepts Tru301505707ROBO GLB ETF1,450$9.40 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF1,500$9.60 萬<0.1%+1,453+3,091.5%加碼–
NETCloudflare, Inc.CL A COM910$9.60 萬<0.1%00.0%不變歷史
STXSeagate Technology Holdings plcORD SHS1,100$9.60 萬<0.1%00.0%不變歷史
iShares Tr464287556ISHARES BIOTECH600$9.80 萬<0.1%00.0%不變–
SLGSL Green Realty CorpCOM1,225$9.80 萬<0.1%+1,225新進歷史
Ion Acquisition Corp 2 LtdG49393120UNIT 99/99/999910,000$10.0 萬<0.1%00.0%不變–
RBLXRoblox CorpStock1,133$10.1 萬<0.1%00.0%不變歷史
UBERUber Technologies, IncStock2,028$10.1 萬<0.1%+871+75.3%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM400$10.1 萬<0.1%+400新進歷史
WisdomTree Tr97717W208US HIGH DIVIDEND1,295$10.1 萬<0.1%00.0%不變–
OVIDOvid Therapeutics Inc.COM26,000$10.1 萬<0.1%+8,000+44.4%加碼歷史
VLOValero Energy CorpStock1,316$10.2 萬<0.1%+874+197.7%加碼歷史
CACCCredit Acceptance CorpCOM225$10.2 萬<0.1%00.0%不變歷史
MSPDatto Holding Corp.COM3,700$10.3 萬<0.1%00.0%不變歷史
PIPRPiper Sandler CompaniesCOM800$10.3 萬<0.1%00.0%不變歷史
BCEBce IncCOM NEW2,137$10.5 萬<0.1%+137+6.9%加碼歷史
GHCGraham Holdings CoCOM CL B167$10.5 萬<0.1%00.0%不變歷史
BANFBancfirst CorpCOM1,700$10.6 萬<0.1%00.0%不變歷史
Vanguard Total Bond Market ETF921937835ETF1,252$10.7 萬<0.1%00.0%不變–
TMToyota Motor CorpADS613$10.7 萬<0.1%−87−12.4%減碼歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF2,300$10.7 萬<0.1%00.0%不變–
TRCTejon Ranch CoCOM7,053$10.7 萬<0.1%00.0%不變歷史
CALBCalifornia BanCorpCOM5,775$10.7 萬<0.1%00.0%不變歷史
VanEck Morningstar Wide Moat ETF92189F643ETF1,473$10.9 萬<0.1%00.0%不變–
KRNYKearny Financial Corp.COM9,193$10.9 萬<0.1%−80−0.9%減碼歷史
FMAOFarmers & Merchants Bancorp IncCOM5,000$10.9 萬<0.1%00.0%不變歷史
CBAYCymaBay Therapeutics, Inc.COM25,000$10.9 萬<0.1%00.0%不變歷史
FFBCFirst Financial BancorpCOM4,668$11.0 萬<0.1%00.0%不變歷史
PANWPalo Alto Networks IncStock300$11.1 萬<0.1%00.0%不變歷史
LCIILci IndustriesCOM850$11.1 萬<0.1%00.0%不變歷史
TTEKTetra Tech IncCOM914$11.1 萬<0.1%−204−18.2%減碼歷史
XPEVXpeng Inc.ADS2,500$11.1 萬<0.1%00.0%不變歷史
BNTXBioNTech SESPONSORED ADS500$11.1 萬<0.1%00.0%不變歷史
CVBFCVB Financial CorpCOM5,442$11.2 萬<0.1%00.0%不變歷史
FRGIFiesta Restaurant Group, Inc.COM8,360$11.2 萬<0.1%00.0%不變歷史
SEESealed Air CorpCOM1,910$11.3 萬<0.1%+55+3.0%加碼歷史
AGRAvangrid, Inc.COM2,200$11.3 萬<0.1%00.0%不變歷史
ACGLArch Capital Group Ltd.Stock2,931$11.4 萬<0.1%−649−18.1%減碼歷史
DCODucommun IncCOM2,100$11.4 萬<0.1%00.0%不變歷史
ITTItt Inc.COM1,250$11.4 萬<0.1%00.0%不變歷史
iShares Russell 2000 ETF464287655ETF505$11.5 萬<0.1%00.0%不變–
LWLamb Weston Holdings, Inc.Stock1,435$11.5 萬<0.1%+48+3.5%加碼歷史
HRLHormel Foods CorpCOM2,412$11.5 萬<0.1%00.0%不變歷史
DALDelta Air Lines, Inc.COM NEW2,680$11.5 萬<0.1%−1,190−30.7%減碼歷史
CPNGCoupang, Inc.CL A2,800$11.7 萬<0.1%+800+40.0%加碼歷史
SNPSSynopsys IncCOM429$11.8 萬<0.1%+22+5.4%加碼歷史
ANAutonation, Inc.COM1,247$11.8 萬<0.1%00.0%不變歷史
LILALiberty Latin America Ltd.COM CL A8,521$11.8 萬<0.1%−538−5.9%減碼歷史
AMSCAmerican Superconductor CorpStock6,850$11.9 萬<0.1%00.0%不變歷史
SIENProject Sage Oldco, Inc.COM15,030$11.9 萬<0.1%00.0%不變歷史
AKAMAkamai Technologies IncCOM1,031$12.0 萬<0.1%+31+3.1%加碼歷史
INDBIndependent Bank CorpCOM1,597$12.0 萬<0.1%+9+0.6%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF2,248$12.3 萬<0.1%00.0%不變–

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