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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2021 年第 4 季持倉

持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
1,648
較 2021 年第 3 季 −7
總值
$303.4 億
較 2021 年第 3 季 +$32.0 億 (+11.8%)
申報日
2022/2/14
SEC
First Manhattan Co 在 2021 年第 4 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 A19,294$87.0 億28.7%+590+3.2%加碼歷史
AAPLApple Inc.Stock9,910,354$17.6 億5.8%−106,616−1.1%減碼歷史
MSFTMicrosoft CorpStock5,081,695$17.1 億5.6%−43,404−0.8%減碼歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH16,856,637$10.2 億3.4%−151,544−0.9%減碼歷史
UNHUnitedHealth Group IncStock1,601,777$8.04 億2.7%+38,924+2.5%加碼歷史
GOOGAlphabet Inc.Stock266,457$7.71 億2.5%+2,388+0.9%加碼歷史
DHRDanaher CorpStock2,116,562$6.96 億2.3%−15,556−0.7%減碼歷史
BRK.BBerkshire Hathaway IncStock2,205,285$6.59 億2.2%+16,670+0.8%加碼歷史
AZOAutoZone IncCOM271,651$5.69 億1.9%+270+0.1%加碼歷史
AMZNAmazon Com IncStock157,683$5.26 億1.7%+7,366+4.9%加碼歷史
Nestle SA ADR641069406COM3,737,421$5.25 億1.7%−33,304−0.9%減碼–
KKRKKR & Co. Inc.COM6,574,028$4.90 億1.6%−120,799−1.8%減碼歷史
PPLIPeople IncCOM NEW3,707,724$4.85 億1.6%+16,634+0.5%加碼歷史
TMOThermo Fisher Scientific Inc.Stock635,125$4.24 億1.4%−2,780−0.4%減碼歷史
METAMeta Platforms, Inc.Stock1,156,329$3.89 億1.3%+13,322+1.2%加碼歷史
ORCLOracle CorpStock4,057,898$3.54 億1.2%−21,631−0.5%減碼歷史
ACNAccenture plcStock793,980$3.29 億1.1%−10,039−1.2%減碼歷史
JNJJohnson & JohnsonStock1,871,032$3.20 億1.1%+11,689+0.6%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,370,052$2.83 億0.9%−15,213−1.1%減碼歷史
HONHoneywell International IncCOM1,337,500$2.79 億0.9%−5,717−0.4%減碼歷史
VVisa Inc.Stock1,189,184$2.58 億0.8%−28,299−2.3%減碼歷史
GDDYGoDaddy Inc.CL A2,982,609$2.53 億0.8%−37,786−1.3%減碼歷史
CMCSAComcast CorpStock4,902,444$2.47 億0.8%+354,519+7.8%加碼歷史
GOOGLAlphabet Inc.Stock82,513$2.39 億0.8%−493−0.6%減碼歷史
ABBVAbbVie Inc.Stock1,663,518$2.25 億0.7%+278,874+20.1%加碼歷史
ICEIntercontinental Exchange, Inc.Stock1,593,516$2.18 億0.7%+19,413+1.2%加碼歷史
NEENextera Energy IncStock2,206,257$2.06 億0.7%+3,203+0.1%加碼歷史
MCDMcDonalds CorpStock727,891$1.95 億0.6%+18,781+2.6%加碼歷史
PMPhilip Morris International Inc.Stock2,005,252$1.90 億0.6%+29,844+1.5%加碼歷史
TPLTexas Pacific Land CorpStock149,598$1.87 億0.6%00.0%不變歷史
PYPLPayPal Holdings, Inc.Stock977,422$1.84 億0.6%+61,866+6.8%加碼歷史
AMTAmerican Tower CorpREIT618,930$1.81 億0.6%+27,984+4.7%加碼歷史
ORLYO Reilly Automotive IncStock249,694$1.76 億0.6%+1,956+0.8%加碼歷史
IAAIAA, Inc.COM3,453,144$1.75 億0.6%−142,475−4.0%減碼歷史
DPZDominos Pizza IncCOM305,392$1.72 億0.6%+11,767+4.0%加碼歷史
NKENIKE, Inc.Stock1,030,126$1.72 億0.6%+11,409+1.1%加碼歷史
MARMarriott International IncStock1,003,881$1.66 億0.5%−3240.0%減碼歷史
MDLZMondelez International, Inc.Stock2,343,128$1.55 億0.5%−51,219−2.1%減碼歷史
LOWLowes Companies IncStock587,595$1.52 億0.5%+2,805+0.5%加碼歷史
ALLYAlly Financial Inc.Stock2,778,232$1.32 億0.4%+56,920+2.1%加碼歷史
VMEOVimeo, Inc.COMMON STOCK6,596,695$1.18 億0.4%+915,837+16.1%加碼歷史
KOCoca Cola CoStock1,875,368$1.11 億0.4%−167,918−8.2%減碼歷史
AXPAmerican Express CoStock674,414$1.10 億0.4%−56,419−7.7%減碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT1,726,139$1.05 億0.3%−14,061−0.8%減碼歷史
RTXRTX CorpStock1,167,370$1.00 億0.3%+76,606+7.0%加碼歷史
ENTGEntegris IncCOM580,787$8,049 萬0.3%+149,925+34.8%加碼歷史
COFCapital One Financial CorpStock550,818$7,992 萬0.3%+17,266+3.2%加碼歷史
MTCHMatch Group, Inc.COM589,705$7,799 萬0.3%−10,726−1.8%減碼歷史
FTVFortive CorpStock996,708$7,604 萬0.3%+18,030+1.8%加碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM1,128,062$7,479 萬0.2%−2,301−0.2%減碼歷史
SPGIS&P Global Inc.Stock157,491$7,432 萬0.2%−973−0.6%減碼歷史
Reckitt Benckiser Group PLCG74079107Common Stock839,805$7,334 萬0.2%−96,140−10.3%減碼–
SCIService Corp InternationalCOM1,022,415$7,258 萬0.2%−2,882−0.3%減碼歷史
ENTAEnanta Pharmaceuticals IncCOM969,736$7,252 萬0.2%00.0%不變歷史
CSWCSW Industrials, Inc.COM577,277$6,977 萬0.2%−5,620−1.0%減碼歷史
ABTAbbott LaboratoriesStock467,434$6,579 萬0.2%+240,793+106.2%加碼歷史
DISWalt Disney CoStock420,239$6,509 萬0.2%+36,133+9.4%加碼歷史
PFEPfizer IncStock1,088,634$6,428 萬0.2%−15,100−1.4%減碼歷史
ENBEnbridge IncStock1,600,496$6,255 萬0.2%−2,533−0.2%減碼歷史
MCOMoodys CorpStock153,658$6,002 萬0.2%+1,457+1.0%加碼歷史
Liberty Media Corp Del531229607COM C SIRIUSXM1,128,470$5,738 萬0.2%−76,238−6.3%減碼–
IQVIQVIA Holdings Inc.Stock191,715$5,409 萬0.2%+4,703+2.5%加碼歷史
CNQCanadian Natural Resources LtdCOM1,253,467$5,296 萬0.2%−88,828−6.6%減碼歷史
SYKStryker CorpStock191,024$5,108 萬0.2%00.0%不變歷史
BUDAnheuser-Busch InBev SA/NVADR839,559$5,084 萬0.2%−353,986−29.7%減碼歷史
USBUS Bancorp DECOM NEW897,454$5,041 萬0.2%+3940.0%加碼歷史
PGProcter & Gamble CoStock301,136$4,926 萬0.2%+2,635+0.9%加碼歷史
BABAAlibaba Group Holding LtdADR382,310$4,541 萬0.1%−481,434−55.7%減碼歷史
CCitigroup IncStock745,872$4,504 萬0.1%−44,729−5.7%減碼歷史
LBRDKLiberty Broadband CorpCOM SER C260,844$4,202 萬0.1%−245−0.1%減碼歷史
JPMJPMorgan Chase & CoStock257,343$4,075 萬0.1%+9,896+4.0%加碼歷史
CMECME Group Inc.COM169,504$3,872 萬0.1%−7,944−4.5%減碼歷史
AWKAmerican Water Works Company, Inc.Stock202,761$3,829 萬0.1%−1,552−0.8%減碼歷史
INGRIngredion IncCOM394,024$3,808 萬0.1%+750.0%加碼歷史
UPSUnited Parcel Service IncStock176,707$3,788 萬0.1%−897−0.5%減碼歷史
HLTHilton Worldwide Holdings Inc.COM241,729$3,771 萬0.1%−2,017−0.8%減碼歷史
SCHWSchwab Charles CorpStock443,391$3,729 萬0.1%−341−0.1%減碼歷史
Vanguard S&P 500 ETF922908363ETF81,576$3,561 萬0.1%+11,228+16.0%加碼–
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A1,245,803$3,516 萬0.1%−336,000−21.2%減碼歷史
LLYEli Lilly & CoStock126,512$3,495 萬0.1%+18,618+17.3%加碼歷史
AMGNAmgen IncStock152,371$3,428 萬0.1%+1,711+1.1%加碼歷史
GGGGraco IncCOM424,141$3,419 萬0.1%−1,636−0.4%減碼歷史
BPMCBlueprint Medicines CorpCOM315,556$3,380 萬0.1%−2,175−0.7%減碼歷史
UNPUnion Pacific CorpStock133,985$3,375 萬0.1%+4,233+3.3%加碼歷史
CORCencora, Inc.Stock253,497$3,369 萬0.1%+16,841+7.1%加碼歷史
HOLXHologic IncCOM436,200$3,340 萬0.1%00.0%不變歷史
VZVerizon Communications IncStock636,479$3,307 萬0.1%−28,079−4.2%減碼歷史
BABoeing CoStock161,186$3,245 萬0.1%−11,258−6.5%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF275,614$3,090 萬0.1%+870.0%加碼–
TRSTrimas CorpCOM NEW833,957$3,086 萬0.1%+3,098+0.4%加碼歷史
BKNGBooking Holdings Inc.Stock12,550$3,011 萬0.1%−466−3.6%減碼歷史
KMBKimberly Clark CorpStock209,847$2,999 萬0.1%+155,399+285.4%加碼歷史
ANATAmerican National Group IncCOM NEW153,956$2,907 萬0.1%−9,041−5.5%減碼歷史
WFCWells Fargo & CompanyStock565,014$2,711 萬0.1%−6,870−1.2%減碼歷史
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT753,713$2,698 萬0.1%+5,165+0.7%加碼歷史
SNASnap-on IncCOM124,687$2,686 萬0.1%00.0%不變歷史
BSXBoston Scientific CorpStock624,992$2,655 萬0.1%00.0%不變歷史
MSEXMiddlesex Water CoCOM219,035$2,635 萬0.1%+20,170+10.1%加碼歷史
PEPPepsiCo IncStock150,785$2,619 萬0.1%+6,844+4.8%加碼歷史
NVSNovartis AGADR297,537$2,603 萬0.1%−1,750−0.6%減碼歷史

2021 年第 3 季之後清倉（122 檔）

2021 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 122 檔。

First Manhattan Co 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
Pacific Mercantile Bancorp694552100COM279,278$257.2 萬<0.1%–
VIPSVipshop Holdings LtdSPONSORED ADS A210,806$234.8 萬<0.1%歷史
IMUXImmunic, Inc.COM250,000$221.2 萬<0.1%歷史
MRSNMersana Therapeutics, Inc.COM218,070$205.6 萬<0.1%歷史
LEVLLevel One Bancorp IncCOM63,214$185.9 萬<0.1%歷史
FLEXFlex Ltd.Stock102,830$181.8 萬<0.1%歷史
CNBKACentury Bancorp IncCL A NON VTG11,600$133.6 萬<0.1%歷史
AFGAmerican Financial Group IncCOM10,260$129.1 萬<0.1%歷史
BOCHBank of Commerce HoldingsCOM79,650$120.8 萬<0.1%歷史
KSUKansas City SouthernCOM NEW3,325$89.9 萬<0.1%歷史
APRNBlue Apron Holdings, Inc.CL A NEW101,500$74.6 萬<0.1%歷史
RAVNRaven Industries IncCOM11,150$64.2 萬<0.1%歷史
ACVAACV Auctions Inc.COM CL A35,150$62.8 萬<0.1%歷史
VRSBillerud Americas CorpCL A25,000$51.8 萬<0.1%歷史
EVBGEverbridge, Inc.COM2,800$42.2 萬<0.1%歷史
PAEPAE IncCOM CL A70,000$41.8 萬<0.1%歷史
SPDR Index Shs FDS78463X400SP CHINA ETF3,450$38.1 萬<0.1%–
XECCimarex Energy CoCOM3,825$33.3 萬<0.1%歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B6,000$32.2 萬<0.1%歷史
GS Acquisition Hldgs Corp II36258Q105COM CL A29,640$30.2 萬<0.1%–
KLXEKLX Energy Services Holdings, Inc.COM NEW43,200$20.5 萬<0.1%歷史
PATHUiPath, Inc.Stock3,796$19.9 萬<0.1%歷史
iShares Tr464288760US AER DEF ETF1,700$17.7 萬<0.1%–
SNDASonida Senior Living, Inc.COM4,333$15.2 萬<0.1%歷史
BCELAtreca, Inc.CL A COM17,151$10.6 萬<0.1%歷史
Ion Acquisition Corp 2 LtdG49393120UNIT 99/99/999910,000$10.0 萬<0.1%–
INSGInseego Corp.COM13,700$9.10 萬<0.1%歷史
Bakkt, Inc.G9441E100SHS CL A3,800$3.80 萬<0.1%–
First Tr Exchange-Traded FD33734X176TECH ALPHADEX300$3.60 萬<0.1%–
Vanguard Materials ETF92204A801ETF200$3.40 萬<0.1%–
Alps Clean Energy ETF00162Q460ETF510$3.30 萬<0.1%–
CHNGChange Healthcare Inc.COM1,500$3.10 萬<0.1%歷史
LVSLas Vegas Sands CorpCOM750$2.70 萬<0.1%歷史
OMEROmeros CorpCOM2,000$2.70 萬<0.1%歷史
IBIOiBio, Inc.COM NEW20,790$2.20 萬<0.1%歷史
VERVEREIT, Inc.COM500$2.20 萬<0.1%歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF673$2.10 萬<0.1%–
PCIPIMCO Dynamic Credit & Mortgage Income FundCOM SHS1,000$2.10 萬<0.1%歷史
CORTCorcept Therapeutics IncCOM1,000$1.90 萬<0.1%歷史
First Trust Financials Alphadex Fund33734X135ETF425$1.80 萬<0.1%–
BBIOBridgeBio Pharma, Inc.COM400$1.80 萬<0.1%歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM1,885$1.50 萬<0.1%歷史
STNGScorpio Tankers Inc.SHS775$1.40 萬<0.1%歷史
ORAOrmat Technologies, Inc.COM200$1.30 萬<0.1%歷史
SPDR Series Trust78464A805ST STR PR SP1500249$1.30 萬<0.1%–
SEDGSolaredge Technologies, Inc.COM50$1.30 萬<0.1%歷史
GHGuardant Health, Inc.COM100$1.20 萬<0.1%歷史
HBPHuttig Building Products IncCOM2,400$1.20 萬<0.1%歷史
MNPWestern Asset Municipal Partners Fund Inc.COM777$1.20 萬<0.1%歷史
TEXTerex CorpStock282$1.10 萬<0.1%歷史
NNDMNano Dimension Ltd.SPONSORD ADS NEW2,000$1.10 萬<0.1%歷史
WYWeyerhaeuser CoCOM NEW268$9,000<0.1%歷史
iShares Inc464286806MSCI GERMANY ETF300$9,000<0.1%–
CRSCarpenter Technology CorpCOM300$9,000<0.1%歷史
GVAGranite Construction IncCOM250$9,000<0.1%歷史
BBBY20230930-DK-Butterfly-1, Inc.COM536$9,000<0.1%歷史
CVETCovetrus, Inc.COM500$9,000<0.1%歷史
PLXPPLx Pharma Winddown Corp.COM500$9,000<0.1%歷史
Reinvent Technology PartnersG7484L114UNIT 03/12/2026800$8,000<0.1%–
AMBAAmbarella IncSHS50$7,000<0.1%歷史
FLRFluor CorpStock387$6,000<0.1%歷史
ONTOnterris, Inc.COM100$6,000<0.1%歷史
HRIHerc Holdings IncCOM40$6,000<0.1%歷史
MDLAMedallia, Inc.COM200$6,000<0.1%歷史
STRLSterling Infrastructure, Inc.COM225$5,000<0.1%歷史
SPDR Series Trust78468R101ST SHO TREAS ETF186$5,000<0.1%–
BMIBadger Meter IncCOM50$5,000<0.1%歷史
ORNOrion Group Holdings IncCOM950$5,000<0.1%歷史
LXRXLexicon Pharmaceuticals, Inc.COM NEW1,079$5,000<0.1%歷史
OCCOptical Cable CorpCOM NEW1,450$5,000<0.1%歷史
RFILR F Industries LtdCOM PAR $0.01625$5,000<0.1%歷史
Atlas Technical Consultants, Inc.049430101COM CLS A500$5,000<0.1%–
HEESH&E Equipment Services, Inc.COM150$5,000<0.1%歷史
PTRAQProterra IncCOM500$5,000<0.1%歷史
PRIMPrimoris Services CorpStock200$4,000<0.1%歷史
SCCOSouthern Copper CorpStock75$4,000<0.1%歷史
AALAmerican Airlines Group Inc.Stock200$4,000<0.1%歷史
TPCTutor Perini CorpCOM350$4,000<0.1%歷史
MYRGMyr Group Inc.COM50$4,000<0.1%歷史
MTZMastec IncCOM55$4,000<0.1%歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL66$4,000<0.1%–
ACMAecomCOM75$4,000<0.1%歷史
FLSFlowserve CorpCOM125$4,000<0.1%歷史
DYDycom Industries IncCOM65$4,000<0.1%歷史
EXPEagle Materials IncCOM33$4,000<0.1%歷史
STLDSteel Dynamics IncCOM70$4,000<0.1%歷史
ALTGAlta Equipment Group Inc.COMMON STOCK350$4,000<0.1%歷史
GENCGencor Industries IncCOM425$4,000<0.1%歷史
LNNLindsay CorpCOM30$4,000<0.1%歷史
AQUAEvoqua Water Technologies Corp.COM130$4,000<0.1%歷史
MSBMesabi TrustCTF BEN INT150$4,000<0.1%歷史
NVEENV5 Global, Inc.COM50$4,000<0.1%歷史
SFTGQShift Technologies, Inc.CL A600$4,000<0.1%歷史
SUMSummit Materials, Inc.CL A140$4,000<0.1%歷史
Altimar Acquisition Corp IIG03709105SHS CL A440$4,000<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF20$3,000<0.1%–
YEXTYext, Inc.COM300$3,000<0.1%歷史
ADTNADTRAN Holdings, Inc.COM210$3,000<0.1%歷史
GS Acquisition Hldgs Corp II36258Q113*W EXP 06/30/2021,610$3,000<0.1%–
JNPRJuniper Networks IncCOM116$3,000<0.1%歷史