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Livermore
Livermore
中文EN

First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2021 年第 3 季持倉

持倉截至 2021/9/30，2021/11/15 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
1,655
較 2021 年第 2 季 +39
總值
$271.4 億
較 2021 年第 2 季 −$2.50 億 (−0.9%)
申報日
2021/11/15
SEC
First Manhattan Co 在 2021 年第 3 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 A18,704$76.9 億28.3%−103−0.5%減碼歷史
MSFTMicrosoft CorpStock5,125,099$14.4 億5.3%−17,420−0.3%減碼歷史
AAPLApple Inc.Stock10,016,970$14.2 億5.2%+15,156+0.2%加碼歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH17,008,181$9.10 億3.4%−442,909−2.5%減碼歷史
GOOGAlphabet Inc.Stock264,069$7.04 億2.6%+1,475+0.6%加碼歷史
DHRDanaher CorpStock2,132,118$6.49 億2.4%−28,245−1.3%減碼歷史
UNHUnitedHealth Group IncStock1,562,853$6.11 億2.2%+67,535+4.5%加碼歷史
BRK.BBerkshire Hathaway IncStock2,188,615$5.97 億2.2%−8,841−0.4%減碼歷史
AMZNAmazon Com IncStock150,317$4.94 億1.8%+18,136+13.7%加碼歷史
PPLIPeople IncCOM NEW3,691,090$4.81 億1.8%+691,835+23.1%加碼歷史
AZOAutoZone IncCOM271,381$4.61 億1.7%+3,681+1.4%加碼歷史
Nestle SA ADR641069406COM3,770,725$4.53 億1.7%−217,766−5.5%減碼–
KKRKKR & Co. Inc.COM6,694,827$4.08 億1.5%+301,801+4.7%加碼歷史
METAMeta Platforms, Inc.Stock1,143,007$3.88 億1.4%+55,384+5.1%加碼歷史
TMOThermo Fisher Scientific Inc.Stock637,905$3.64 億1.3%+2,789+0.4%加碼歷史
ORCLOracle CorpStock4,079,529$3.55 億1.3%−56,785−1.4%減碼歷史
JNJJohnson & JohnsonStock1,859,343$3.00 億1.1%−34,000−1.8%減碼歷史
HONHoneywell International IncCOM1,343,217$2.85 億1.1%−13,949−1.0%減碼歷史
VVisa Inc.Stock1,217,483$2.71 億1.0%−12,192−1.0%減碼歷史
ACNAccenture plcStock804,019$2.57 億0.9%−22,479−2.7%減碼歷史
CMCSAComcast CorpStock4,547,925$2.54 億0.9%+129,911+2.9%加碼歷史
PYPLPayPal Holdings, Inc.Stock915,556$2.38 億0.9%+28,839+3.3%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,385,265$2.28 億0.8%−8,072−0.6%減碼歷史
GOOGLAlphabet Inc.Stock83,006$2.22 億0.8%+70.0%加碼歷史
GDDYGoDaddy Inc.CL A3,020,395$2.11 億0.8%+350,311+13.1%加碼歷史
IAAIAA, Inc.COM3,595,619$1.96 億0.7%−277,706−7.2%減碼歷史
PMPhilip Morris International Inc.Stock1,975,408$1.87 億0.7%+67,245+3.5%加碼歷史
TPLTexas Pacific Land CorpStock149,598$1.81 億0.7%−210−0.1%減碼歷史
ICEIntercontinental Exchange, Inc.Stock1,574,103$1.81 億0.7%−813−0.1%減碼歷史
NEENextera Energy IncStock2,203,054$1.73 億0.6%+143,628+7.0%加碼歷史
MCDMcDonalds CorpStock709,110$1.71 億0.6%+2,058+0.3%加碼歷史
VMEOVimeo, Inc.COMMON STOCK5,680,858$1.67 億0.6%+840,334+17.4%加碼歷史
AMTAmerican Tower CorpREIT590,946$1.57 億0.6%+6,295+1.1%加碼歷史
ORLYO Reilly Automotive IncStock247,738$1.51 億0.6%+3,547+1.5%加碼歷史
ABBVAbbVie Inc.Stock1,384,644$1.49 億0.6%+55,311+4.2%加碼歷史
MARMarriott International IncStock1,004,205$1.49 億0.5%+50,620+5.3%加碼歷史
NKENIKE, Inc.Stock1,018,717$1.48 億0.5%+18,259+1.8%加碼歷史
DPZDominos Pizza IncCOM293,625$1.40 億0.5%−5,125−1.7%減碼歷史
MDLZMondelez International, Inc.Stock2,394,347$1.39 億0.5%−144,330−5.7%減碼歷史
ALLYAlly Financial Inc.Stock2,721,312$1.39 億0.5%−77,643−2.8%減碼歷史
BABAAlibaba Group Holding LtdADR863,744$1.28 億0.5%+65,676+8.2%加碼歷史
AXPAmerican Express CoStock730,833$1.22 億0.5%−8,963−1.2%減碼歷史
LOWLowes Companies IncStock584,790$1.19 億0.4%+88,092+17.7%加碼歷史
KOCoca Cola CoStock2,043,286$1.07 億0.4%−112,734−5.2%減碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT1,740,200$9,764 萬0.4%−5,133−0.3%減碼歷史
MTCHMatch Group, Inc.COM600,431$9,426 萬0.3%−10,793−1.8%減碼歷史
RTXRTX CorpStock1,090,764$9,376 萬0.3%+49,245+4.7%加碼歷史
COFCapital One Financial CorpStock533,552$8,642 萬0.3%−38,746−6.8%減碼歷史
CSWCSW Industrials, Inc.COM582,897$7,444 萬0.3%−2,902−0.5%減碼歷史
Reckitt Benckiser Group PLCG74079107Common Stock935,945$7,361 萬0.3%−78,830−7.8%減碼–
ARWRArrowhead Pharmaceuticals, Inc.COM1,130,363$7,057 萬0.3%−3,200−0.3%減碼歷史
FTVFortive CorpStock978,678$6,907 萬0.3%+66,963+7.3%加碼歷史
SPGIS&P Global Inc.Stock158,464$6,733 萬0.2%−871−0.5%減碼歷史
BUDAnheuser-Busch InBev SA/NVADR1,193,545$6,729 萬0.2%−114,286−8.7%減碼歷史
DISWalt Disney CoStock384,106$6,498 萬0.2%+18,918+5.2%加碼歷史
ENBEnbridge IncStock1,603,029$6,380 萬0.2%−19,453−1.2%減碼歷史
SCIService Corp InternationalCOM1,025,297$6,178 萬0.2%−54,744−5.1%減碼歷史
Liberty Media Corp Del531229607COM C SIRIUSXM1,204,708$5,719 萬0.2%−249,754−17.2%減碼–
CCitigroup IncStock790,601$5,548 萬0.2%+19,883+2.6%加碼歷史
ENTAEnanta Pharmaceuticals IncCOM969,736$5,509 萬0.2%+936,536+2,820.9%加碼歷史
ENTGEntegris IncCOM430,862$5,425 萬0.2%−2,450−0.6%減碼歷史
MCOMoodys CorpStock152,201$5,405 萬0.2%−172−0.1%減碼歷史
USBUS Bancorp DECOM NEW897,060$5,332 萬0.2%−6,685−0.7%減碼歷史
SYKStryker CorpStock191,024$5,038 萬0.2%−145−0.1%減碼歷史
CNQCanadian Natural Resources LtdCOM1,342,295$4,905 萬0.2%−44,674−3.2%減碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A1,581,803$4,850 萬0.2%00.0%不變歷史
PFEPfizer IncStock1,103,734$4,747 萬0.2%−11,383−1.0%減碼歷史
LBRDKLiberty Broadband CorpCOM SER C261,089$4,509 萬0.2%−2,660−1.0%減碼歷史
IQVIQVIA Holdings Inc.Stock187,012$4,480 萬0.2%+9,898+5.6%加碼歷史
PGProcter & Gamble CoStock298,501$4,173 萬0.2%−6,239−2.0%減碼歷史
JPMJPMorgan Chase & CoStock247,447$4,050 萬0.1%+1,034+0.4%加碼歷史
BABoeing CoStock172,444$3,793 萬0.1%+2,221+1.3%加碼歷史
VZVerizon Communications IncStock664,558$3,589 萬0.1%−27,939−4.0%減碼歷史
INGRIngredion IncCOM393,949$3,507 萬0.1%−3,246−0.8%減碼歷史
AWKAmerican Water Works Company, Inc.Stock204,313$3,454 萬0.1%−1,106−0.5%減碼歷史
CMECME Group Inc.COM177,448$3,431 萬0.1%−16,460−8.5%減碼歷史
BPMCBlueprint Medicines CorpCOM317,731$3,267 萬0.1%00.0%不變歷史
UPSUnited Parcel Service IncStock177,604$3,234 萬0.1%−348−0.2%減碼歷史
SCHWSchwab Charles CorpStock443,732$3,232 萬0.1%+180.0%加碼歷史
HLTHilton Worldwide Holdings Inc.COM243,746$3,220 萬0.1%+11,358+4.9%加碼歷史
HOLXHologic IncCOM436,200$3,220 萬0.1%+2,200+0.5%加碼歷史
AMGNAmgen IncStock150,660$3,204 萬0.1%−216,607−59.0%減碼歷史
BKNGBooking Holdings Inc.Stock13,016$3,090 萬0.1%−9,027−41.0%減碼歷史
ANATAmerican National Group IncCOM NEW162,997$3,081 萬0.1%−6,969−4.1%減碼歷史
GGGGraco IncCOM425,777$2,979 萬0.1%−4,323−1.0%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF275,527$2,848 萬0.1%00.0%不變–
CORCencora, Inc.Stock236,656$2,827 萬0.1%+1,446+0.6%加碼歷史
Vanguard S&P 500 ETF922908363ETF70,348$2,775 萬0.1%+6,196+9.7%加碼–
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT748,548$2,763 萬0.1%+20,032+2.7%加碼歷史
CHTRCharter Communications, Inc.CL A37,300$2,714 萬0.1%−1,316−3.4%減碼歷史
BSXBoston Scientific CorpStock624,992$2,712 萬0.1%00.0%不變歷史
TRSTrimas CorpCOM NEW830,859$2,689 萬0.1%+110,944+15.4%加碼歷史
ABTAbbott LaboratoriesStock226,641$2,677 萬0.1%−238−0.1%減碼歷史
WFCWells Fargo & CompanyStock571,884$2,654 萬0.1%−5,090−0.9%減碼歷史
SNASnap-on IncCOM124,687$2,605 萬0.1%−500−0.4%減碼歷史
UNPUnion Pacific CorpStock129,752$2,543 萬0.1%+17,423+15.5%加碼歷史
IBMInternational Business Machines CorpStock181,989$2,528 萬0.1%−15,125−7.7%減碼歷史
LLYEli Lilly & CoStock107,894$2,493 萬0.1%−217−0.2%減碼歷史
NVSNovartis AGADR299,287$2,448 萬0.1%−602−0.2%減碼歷史
RGNXREGENXBIO Inc.COM568,268$2,382 萬0.1%+174,700+44.4%加碼歷史

2021 年第 2 季之後清倉（98 檔）

2021 年第 2 季季末還持有、這份申報已經沒有的部位。

First Manhattan Co 在 2021 年第 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
HUMHumana IncStock82,780$3,665 萬0.1%歷史
GRAW R Grace & CoCOM145,340$1,005 萬<0.1%歷史
ASNDAscendis Pharma A/SSPONSORED ADR69,849$918.8 萬<0.1%歷史
NWHMNew Home Co Inc.COM820,309$481.5 萬<0.1%歷史
1st Colonial Bancorp019716106COMMON395,566$363.9 萬<0.1%–
GPKGraphic Packaging Holding CoCOM55,000$99.7 萬<0.1%歷史
MGYRMagyar Bancorp, Inc.COM22,939$31.6 萬<0.1%歷史
Brookfield Property Partrs LG16249107UNIT LTD PARTN16,238$30.7 萬<0.1%–
WORKSlack Technologies, Inc.COM CL A6,250$27.6 萬<0.1%歷史
Paramount Global92556H107CL A5,000$24.2 萬<0.1%–
iShares Future AI & Tech ETF46435U556ETF4,400$19.7 萬<0.1%–
EAFGraftech International LtdCOM12,501$14.5 萬<0.1%歷史
TMHCTaylor Morrison Home CorpCOM4,840$12.7 萬<0.1%歷史
CVBFCVB Financial CorpCOM5,442$11.2 萬<0.1%歷史
VanEck Morningstar Wide Moat ETF92189F643ETF1,473$10.9 萬<0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF1,500$9.60 萬<0.1%–
Magal Security Sys LtdM6786D104ORD18,225$8.60 萬<0.1%–
GS Acquisition Hldgs Corp II36258Q204UNIT 99/99/99996,440$7.00 萬<0.1%–
DBOInvesco DB Oil FundOIL FD5,373$6.90 萬<0.1%歷史
Fidelity MSCI Information Technology Index ETF316092808ETF500$5.80 萬<0.1%–
Brookfield Ppty REIT Inc11282X103CL A2,800$5.20 萬<0.1%–
First Tr Exchange-Traded FD33733B100WTR ETF575$4.80 萬<0.1%–
QRVOQorvo, Inc.Stock243$4.70 萬<0.1%歷史
DKSDick's Sporting Goods, Inc.Stock462$4.60 萬<0.1%歷史
ALXNAlexion Pharmaceuticals, Inc.COM250$4.50 萬<0.1%歷史
CLFCleveland-Cliffs Inc.COM2,000$4.30 萬<0.1%歷史
LRMRLarimar Therapeutics, Inc.COM4,000$3.90 萬<0.1%歷史
DTDynatrace, Inc.Stock660$3.80 萬<0.1%歷史
USPHU S Physical Therapy IncCOM335$3.80 萬<0.1%歷史
WRIWeingarten Realty InvestorsSH BEN INT1,125$3.60 萬<0.1%歷史
Mudrick Capital Acqu Corp II62477L107COM CL A2,400$2.90 萬<0.1%–
Schwab U.S. Large-Cap Value ETF808524409ETF401$2.70 萬<0.1%–
SITMSITIME CorpCOM200$2.50 萬<0.1%歷史
Galileo Acquisition CorpG3770A102SHS2,300$2.30 萬<0.1%–
MITTTPG Mortgage Investment Trust, Inc.COM4,400$1.80 萬<0.1%歷史
PRAHPRA Health Sciences, Inc.COM100$1.60 萬<0.1%歷史
DNLIDenali Therapeutics Inc.COM200$1.50 萬<0.1%歷史
SGOLabrdn Gold ETF TrustETF864$1.40 萬<0.1%歷史
ESIElement Solutions IncCOM625$1.40 萬<0.1%歷史
LGL Sys Acquisition Corp50201G106COM CL A1,500$1.40 萬<0.1%–
Schwab U.S. Small-Cap ETF808524607ETF130$1.30 萬<0.1%–
PGENPrecigen, Inc.COM2,000$1.30 萬<0.1%歷史
DINDine Brands Global, Inc.COM150$1.30 萬<0.1%歷史
CAAPCorporacion America Airports S.A.COM2,000$1.10 萬<0.1%歷史
KPLTKatapult Holdings, Inc.COM1,100$1.10 萬<0.1%歷史
GNRCGenerac Holdings Inc.Stock22$9,000<0.1%歷史
iShares Core S&P U.S. Growth ETF464287671ETF93$9,000<0.1%–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF157$9,000<0.1%–
ARIApollo Commercial Real Estate Finance, Inc.COM600$9,000<0.1%歷史
SWKSSkyworks Solutions, Inc.Stock43$8,000<0.1%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF223$8,000<0.1%–
CRLCharles River Laboratories International, Inc.COM20$7,000<0.1%歷史
CVNACarvana Co.CL A25$7,000<0.1%歷史
MSG Network Inc553573106CL A500$7,000<0.1%–
FTNTFortinet, Inc.Stock29$6,000<0.1%歷史
WSTWest Pharmaceutical Services IncCOM17$6,000<0.1%歷史
INTZIntrusion IncCOM NEW400$6,000<0.1%歷史
DIODDiodes IncCOM67$5,000<0.1%歷史
RJFRaymond James Financial IncCOM41$5,000<0.1%歷史
MPWRMonolithic Power Systems, Inc.COM15$5,000<0.1%歷史
Iclick Interactive Asia Grou45113Y104SPONSORED ADR500$5,000<0.1%–
Revolution Healthcar Aq Corp76155Y207UNIT 03/18/20266500$5,000<0.1%–
TRUETrueCar, Inc.COM1,000$5,000<0.1%歷史
HZNPHorizon Therapeutics Public Ltd CoSHS54$5,000<0.1%歷史
CM Life Sciences III Inc125841205UNIT 04/30/2028500$5,000<0.1%–
WELLWelltower Inc.REIT53$4,000<0.1%歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF52$4,000<0.1%–
MASMasco CorpCOM81$4,000<0.1%歷史
TTWOTake Two Interactive Software IncCOM25$4,000<0.1%歷史
EHCEncompass Health CorpCOM58$4,000<0.1%歷史
RMDResmed IncCOM20$4,000<0.1%歷史
SUISun Communities IncCOM24$4,000<0.1%歷史
BOKFBok Financial CorpCOM NEW53$4,000<0.1%歷史
UHSUniversal Health Services IncCL B29$4,000<0.1%歷史
ETSYEtsy IncCOM24$4,000<0.1%歷史
CWCurtiss Wright CorpStock27$3,000<0.1%歷史
AVAAvista CorpCOM84$3,000<0.1%歷史
QLYSQualys, Inc.COM38$3,000<0.1%歷史
AQMSAqua Metals, Inc.COM1,000$3,000<0.1%歷史
CERNCERNER CorpCOM45$3,000<0.1%歷史
CTXSCitrix Systems IncCOM32$3,000<0.1%歷史
Signature BK New York N Y82669G104COM15$3,000<0.1%–
NBIXNeurocrine Biosciences IncStock29$2,000<0.1%歷史
STSensata Technologies Holding plcSHS45$2,000<0.1%歷史
VALEVale S.A.SPONSORED ADS103$2,000<0.1%歷史
VanEck ETF Trust92189F502LOW CARBN ENERGY15$2,000<0.1%–
AEGAegon Ltd.NY REGISTRY SHS673$2,000<0.1%歷史
GRDXGridAI Technologies Corp.COM2,500$2,000<0.1%歷史
DXCDXC Technology CoStock34$1,000<0.1%歷史
EIXEdison InternationalStock30$1,000<0.1%歷史
UBSUBS Group AGStock111$1,000<0.1%歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS222$1,000<0.1%歷史
PEBPebblebrook Hotel TrustCOM47$1,000<0.1%歷史
BDSIBiodelivery Sciences International IncCOM500$1,000<0.1%歷史
CANGCango Inc.ADS250$1,000<0.1%歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD44$00.0%–
VACMarriott Vacations Worldwide CorpCOM4$00.0%歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF4$00.0%–