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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 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
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG1,872$10.4 萬<0.1%−47,373−96.2%減碼–
DCODucommun IncCOM2,100$10.5 萬<0.1%00.0%不變歷史
CPNGCoupang, Inc.CL A3,800$10.5 萬<0.1%+1,000+35.7%加碼歷史
MSPDatto Holding Corp.COM4,400$10.5 萬<0.1%+700+18.9%加碼歷史
TMToyota Motor CorpADS600$10.6 萬<0.1%−13−2.1%減碼歷史
BCELAtreca, Inc.CL A COM17,151$10.6 萬<0.1%00.0%不變歷史
AGRAvangrid, Inc.COM2,200$10.6 萬<0.1%00.0%不變歷史
ITTItt Inc.COM1,250$10.7 萬<0.1%00.0%不變歷史
FFBCFirst Financial BancorpCOM4,668$10.9 萬<0.1%00.0%不變歷史
Imv Inc44974L103COM66,368$11.0 萬<0.1%00.0%不變–
PIPRPiper Sandler CompaniesCOM800$11.0 萬<0.1%00.0%不變歷史
ACGLArch Capital Group Ltd.Stock2,931$11.1 萬<0.1%00.0%不變歷史
iShares Core S&P Mid-Cap ETF464287507ETF420$11.1 萬<0.1%+115+37.7%加碼–
LNTHLantheus Holdings, Inc.Stock4,324$11.1 萬<0.1%+1,224+39.5%加碼歷史
IPInternational Paper CoCOM2,000$11.1 萬<0.1%−24−1.2%減碼歷史
FMAOFarmers & Merchants Bancorp IncCOM5,000$11.2 萬<0.1%00.0%不變歷史
iShares Tr464287234MSCI EMG MKT ETF2,248$11.3 萬<0.1%00.0%不變–
KRNYKearny Financial Corp.COM9,112$11.3 萬<0.1%−81−0.9%減碼歷史
Dimensional U.S. Small Cap ETF25434V500ETF1,986$11.4 萬<0.1%+1,986新進–
ODFLOld Dominion Freight Line, Inc.COM400$11.4 萬<0.1%00.0%不變歷史
LCIILci IndustriesCOM850$11.4 萬<0.1%00.0%不變歷史
SCPSScopus BioPharma Inc.COM27,800$11.5 萬<0.1%+18,500+198.9%加碼歷史
Danone Sponsored ADR23636T100COM8,765$11.8 萬<0.1%00.0%不變–
PTONPeloton Interactive, Inc.CL A COM1,370$11.9 萬<0.1%+300+28.0%加碼歷史
USASAmericas Gold & Silver CorpCOM150,000$11.9 萬<0.1%00.0%不變歷史
GXOGXO Logistics, Inc.Stock1,540$12.0 萬<0.1%+1,540新進歷史
CBSHCommerce Bancshares IncStock1,734$12.0 萬<0.1%00.0%不變歷史
SNPSSynopsys IncCOM407$12.1 萬<0.1%−22−5.1%減碼歷史
XPOXPO, Inc.COM1,540$12.2 萬<0.1%00.0%不變歷史
INDBIndependent Bank CorpCOM1,608$12.2 萬<0.1%+11+0.7%加碼歷史
GAMGeneral American Investors Co IncCOM2,915$12.5 萬<0.1%00.0%不變歷史
OPKOpko Health, Inc.COM34,500$12.5 萬<0.1%00.0%不變歷史
TRCTejon Ranch CoCOM7,053$12.5 萬<0.1%00.0%不變歷史
AZEKAZEK Co Inc.CL A3,500$12.7 萬<0.1%00.0%不變歷史
Vanguard S&P 500 Growth ETF921932505ETF481$12.8 萬<0.1%+481新進–
TCMDTactile Systems Technology IncCOM2,906$12.9 萬<0.1%00.0%不變歷史
CACCCredit Acceptance CorpCOM225$13.1 萬<0.1%00.0%不變歷史
LDOSLeidos Holdings, Inc.COM1,382$13.2 萬<0.1%00.0%不變歷史
RPRXRoyalty Pharma plcSHS CLASS A3,700$13.3 萬<0.1%00.0%不變歷史
IPARInterparfums IncCOM1,800$13.4 萬<0.1%00.0%不變歷史
MEDMedifast IncCOM700$13.4 萬<0.1%00.0%不變歷史
SMGScotts Miracle-Gro CoStock935$13.6 萬<0.1%00.0%不變歷史
FBINFortune Brands Innovations, Inc.COM1,522$13.6 萬<0.1%00.0%不變歷史
TTEKTetra Tech IncCOM914$13.6 萬<0.1%00.0%不變歷史
BNTXBioNTech SESPONSORED ADS500$13.6 萬<0.1%00.0%不變歷史
CAHCardinal Health IncStock2,800$13.8 萬<0.1%00.0%不變歷史
Vanguard S&P 500 Value ETF921932703ETF987$13.8 萬<0.1%+786+391.0%加碼–
BHCBausch Health Companies Inc.Stock5,000$13.9 萬<0.1%+500+11.1%加碼歷史
TTECTTEC Holdings, Inc.COM1,500$14.0 萬<0.1%00.0%不變歷史
CTSHCognizant Technology Solutions CorpCL A1,902$14.1 萬<0.1%−47−2.4%減碼歷史
WMKWeis Markets IncCOM2,700$14.1 萬<0.1%00.0%不變歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,050$14.2 萬<0.1%−40−1.0%減碼歷史
PANWPalo Alto Networks IncStock300$14.3 萬<0.1%00.0%不變歷史
TRPTC Energy CorpCOM3,000$14.4 萬<0.1%00.0%不變歷史
CHGGChegg, IncCOM2,125$14.4 萬<0.1%00.0%不變歷史
JHGJanus Henderson Group Ltd.ORD SHS3,539$14.6 萬<0.1%00.0%不變歷史
MGMistras Group, Inc.COM14,400$14.6 萬<0.1%−10,000−41.0%減碼歷史
ALLEAllegion plcORD SHS1,116$14.7 萬<0.1%00.0%不變歷史
WNEBWestern New England Bancorp, Inc.COM17,458$14.8 萬<0.1%−4,850−21.7%減碼歷史
ISRGIntuitive Surgical IncCOM NEW150$14.9 萬<0.1%00.0%不變歷史
WINAWinmark CorpCOM700$15.0 萬<0.1%00.0%不變歷史
LHLabcorp Holdings Inc.COM NEW536$15.0 萬<0.1%00.0%不變歷史
ANAutonation, Inc.COM1,247$15.1 萬<0.1%00.0%不變歷史
SNDASonida Senior Living, Inc.COM4,333$15.2 萬<0.1%00.0%不變歷史
Global X FDS37954Y830GLOBAL X COPPER4,475$15.3 萬<0.1%00.0%不變–
METMetlife IncStock2,501$15.4 萬<0.1%−1,814−42.0%減碼歷史
MSMorgan StanleyStock1,585$15.4 萬<0.1%−56−3.4%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV1,327$15.5 萬<0.1%00.0%不變–
QVCGAOld QVC Group, Inc.COM SER A15,262$15.5 萬<0.1%00.0%不變歷史
MUMicron Technology IncStock2,200$15.6 萬<0.1%00.0%不變歷史
ACTGAcacia Research CorpACACIA TCH COM23,000$15.6 萬<0.1%00.0%不變歷史
APTVAptiv PLCSHS1,051$15.6 萬<0.1%00.0%不變歷史
ZBRAZebra Technologies CorpCL A306$15.7 萬<0.1%−34−10.0%減碼歷史
MELIMercadolibre IncCOM95$15.9 萬<0.1%00.0%不變歷史
MLIMueller Industries IncCOM3,900$16.0 萬<0.1%00.0%不變歷史
CGCarlyle Group Inc.COM3,400$16.0 萬<0.1%+700+25.9%加碼歷史
iShares Russell 2000 ETF464287655ETF740$16.1 萬<0.1%+235+46.5%加碼–
BATRKAtlanta Braves Holdings, Inc.COM C BRAVES GRP6,113$16.1 萬<0.1%−44,495−87.9%減碼歷史
PWRQuanta Services, Inc.COM1,430$16.2 萬<0.1%00.0%不變歷史
PCGPG&E CorpStock17,000$16.3 萬<0.1%00.0%不變歷史
iShares Russell Midcap ETF464287499ETF2,101$16.4 萬<0.1%00.0%不變–
U.S. Global Jets ETF26922A842ETF6,975$16.4 萬<0.1%−2,200−24.0%減碼–
EOIEaton Vance Enhanced Equity Income FundCOM9,213$16.4 萬<0.1%+140+1.5%加碼歷史
SBTSterling Bancorp, Inc.COM31,974$16.4 萬<0.1%+31,974新進歷史
NOKNokia CorpSPONSORED ADR30,468$16.6 萬<0.1%00.0%不變歷史
WTMWhite Mountains Insurance Group LtdCOM156$16.6 萬<0.1%−4−2.5%減碼歷史
STTState Street CorpCOM1,971$16.7 萬<0.1%−2,400−54.9%減碼歷史
DKNGDraftKings Inc.COM CL A3,481$16.7 萬<0.1%+31+0.9%加碼歷史
ELVElevance Health, Inc.Stock456$16.9 萬<0.1%−470−50.8%減碼歷史
BOHBank of Hawaii CorpCOM2,102$17.2 萬<0.1%−201−8.7%減碼歷史
CNACna Financial CorpCOM4,100$17.2 萬<0.1%00.0%不變歷史
ADMArcher-Daniels-Midland CoStock2,904$17.4 萬<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM1,375$17.4 萬<0.1%+34+2.5%加碼歷史
EFXEquifax IncCOM693$17.5 萬<0.1%00.0%不變歷史
CDKCDK Global, Inc.COM4,155$17.6 萬<0.1%00.0%不變歷史
iShares Tr464288760US AER DEF ETF1,700$17.7 萬<0.1%00.0%不變–
REALTheRealReal, Inc.COM13,572$17.8 萬<0.1%00.0%不變歷史
MCKMcKesson CorpStock908$18.1 萬<0.1%+208+29.7%加碼歷史
FLFoot Locker, Inc.COM4,000$18.2 萬<0.1%00.0%不變歷史
NBHCNational Bank Holdings CorpCL A4,525$18.3 萬<0.1%00.0%不變歷史

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%–