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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/5/16 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
1,674
較 2021 年第 4 季 +26
總值
$305.7 億
較 2021 年第 4 季 +$2.29 億 (+0.8%)
申報日
2022/5/16
SEC
First Manhattan Co 在 2022 年第 1 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 A19,122$101.1 億33.1%−172−0.9%減碼歷史
AAPLApple Inc.Stock9,845,914$17.2 億5.6%−64,440−0.7%減碼歷史
MSFTMicrosoft CorpStock5,083,734$15.7 億5.1%+2,0390.0%加碼歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH16,346,789$9.25 億3.0%−509,848−3.0%減碼歷史
UNHUnitedHealth Group IncStock1,619,323$8.26 億2.7%+17,546+1.1%加碼歷史
GOOGAlphabet Inc.Stock276,795$7.73 億2.5%+10,338+3.9%加碼歷史
BRK.BBerkshire Hathaway IncStock2,170,715$7.66 億2.5%−34,570−1.6%減碼歷史
DHRDanaher CorpStock2,100,943$6.16 億2.0%−15,619−0.7%減碼歷史
AMZNAmazon Com IncStock172,019$5.61 億1.8%+14,336+9.1%加碼歷史
AZOAutoZone IncCOM268,573$5.49 億1.8%−3,078−1.1%減碼歷史
Nestle SA ADR641069406COM3,659,026$4.76 億1.6%−78,395−2.1%減碼–
KKRKKR & Co. Inc.COM6,863,111$4.01 億1.3%+289,083+4.4%加碼歷史
PPLIPeople IncCOM NEW3,741,812$3.75 億1.2%+34,088+0.9%加碼歷史
TMOThermo Fisher Scientific Inc.Stock630,634$3.72 億1.2%−4,491−0.7%減碼歷史
ORCLOracle CorpStock4,191,620$3.47 億1.1%+133,722+3.3%加碼歷史
JNJJohnson & JohnsonStock1,607,997$2.85 億0.9%−263,035−14.1%減碼歷史
HONHoneywell International IncCOM1,442,267$2.81 億0.9%+104,767+7.8%加碼歷史
METAMeta Platforms, Inc.Stock1,208,536$2.69 億0.9%+52,207+4.5%加碼歷史
ACNAccenture plcStock777,685$2.62 億0.9%−16,295−2.1%減碼歷史
CMCSAComcast CorpStock5,097,799$2.39 億0.8%+195,355+4.0%加碼歷史
ABBVAbbVie Inc.Stock1,469,124$2.38 億0.8%−194,394−11.7%減碼歷史
GOOGLAlphabet Inc.Stock82,878$2.31 億0.8%+365+0.4%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,352,532$2.14 億0.7%−17,520−1.3%減碼歷史
ICEIntercontinental Exchange, Inc.Stock1,598,001$2.11 億0.7%+4,485+0.3%加碼歷史
TPLTexas Pacific Land CorpStock149,208$2.02 億0.7%−390−0.3%減碼歷史
NEENextera Energy IncStock2,324,294$1.97 億0.6%+118,037+5.4%加碼歷史
NKENIKE, Inc.Stock1,437,730$1.93 億0.6%+407,604+39.6%加碼歷史
PMPhilip Morris International Inc.Stock1,937,148$1.82 億0.6%−68,104−3.4%減碼歷史
MCDMcDonalds CorpStock712,999$1.76 億0.6%−14,892−2.0%減碼歷史
VVisa Inc.Stock794,320$1.76 億0.6%−394,864−33.2%減碼歷史
ORLYO Reilly Automotive IncStock250,803$1.72 億0.6%+1,109+0.4%加碼歷史
SPGIS&P Global Inc.Stock400,913$1.64 億0.5%+243,422+154.6%加碼歷史
MARMarriott International IncStock903,204$1.59 億0.5%−100,677−10.0%減碼歷史
AMTAmerican Tower CorpREIT629,513$1.58 億0.5%+10,583+1.7%加碼歷史
MDLZMondelez International, Inc.Stock2,332,750$1.46 億0.5%−10,378−0.4%減碼歷史
LOWLowes Companies IncStock689,437$1.39 億0.5%+101,842+17.3%加碼歷史
MTCHMatch Group, Inc.COM1,193,041$1.30 億0.4%+603,336+102.3%加碼歷史
DPZDominos Pizza IncCOM302,033$1.23 億0.4%−3,359−1.1%減碼歷史
ALLYAlly Financial Inc.Stock2,825,251$1.23 億0.4%+47,019+1.7%加碼歷史
AXPAmerican Express CoStock625,321$1.17 億0.4%−49,093−7.3%減碼歷史
RTXRTX CorpStock1,179,115$1.17 億0.4%+11,745+1.0%加碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT1,718,186$1.14 億0.4%−7,953−0.5%減碼歷史
KOCoca Cola CoStock1,783,184$1.11 億0.4%−92,184−4.9%減碼歷史
ENTGEntegris IncCOM786,181$1.03 億0.3%+205,394+35.4%加碼歷史
IAAIAA, Inc.COM2,682,435$1.03 億0.3%−770,709−22.3%減碼歷史
GDDYGoDaddy Inc.CL A988,924$8,277 萬0.3%−1,993,685−66.8%減碼歷史
CPRTCopart IncCOM640,535$8,037 萬0.3%+570,830+818.9%加碼歷史
VMEOVimeo, Inc.COMMON STOCK6,501,254$7,723 萬0.3%−95,441−1.4%減碼歷史
DISWalt Disney CoStock538,389$7,385 萬0.2%+118,150+28.1%加碼歷史
COFCapital One Financial CorpStock553,130$7,262 萬0.2%+2,312+0.4%加碼歷史
ENBEnbridge IncStock1,518,271$6,998 萬0.2%−82,225−5.1%減碼歷史
FTVFortive CorpStock1,119,166$6,819 萬0.2%+122,458+12.3%加碼歷史
PYPLPayPal Holdings, Inc.Stock587,141$6,790 萬0.2%−390,281−39.9%減碼歷史
CSWCSW Industrials, Inc.COM572,804$6,736 萬0.2%−4,473−0.8%減碼歷史
Vanguard S&P 500 ETF922908363ETF158,806$6,593 萬0.2%+77,230+94.7%加碼–
SCIService Corp InternationalCOM996,025$6,556 萬0.2%−26,390−2.6%減碼歷史
Reckitt Benckiser Group PLCG74079107Common Stock810,806$6,115 萬0.2%−28,999−3.5%減碼–
CNQCanadian Natural Resources LtdCOM965,531$5,984 萬0.2%−287,936−23.0%減碼歷史
PFEPfizer IncStock1,125,586$5,827 萬0.2%+36,952+3.4%加碼歷史
ENTAEnanta Pharmaceuticals IncCOM789,311$5,618 萬0.2%−180,425−18.6%減碼歷史
MCOMoodys CorpStock157,247$5,306 萬0.2%+3,589+2.3%加碼歷史
USBUS Bancorp DECOM NEW984,169$5,231 萬0.2%+86,715+9.7%加碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM1,128,062$5,188 萬0.2%00.0%不變歷史
Liberty Media Corp Del531229607COM C SIRIUSXM1,113,933$5,094 萬0.2%−14,537−1.3%減碼–
SYKStryker CorpStock187,894$5,023 萬0.2%−3,130−1.6%減碼歷史
PDDPDD Holdings Inc.SPONSORED ADS1,197,276$4,802 萬0.2%+799,506+201.0%加碼歷史
IQVIQVIA Holdings Inc.Stock200,778$4,642 萬0.2%+9,063+4.7%加碼歷史
EOLSEvolus, Inc.COM4,084,938$4,583 萬0.1%+750,022+22.5%加碼歷史
PGProcter & Gamble CoStock294,132$4,494 萬0.1%−7,004−2.3%減碼歷史
CORCencora, Inc.Stock289,704$4,482 萬0.1%+36,207+14.3%加碼歷史
JPMJPMorgan Chase & CoStock302,971$4,130 萬0.1%+45,628+17.7%加碼歷史
HOLXHologic IncCOM529,900$4,071 萬0.1%+93,700+21.5%加碼歷史
CMECME Group Inc.COM167,283$3,979 萬0.1%−2,221−1.3%減碼歷史
BUDAnheuser-Busch InBev SA/NVADR659,737$3,962 萬0.1%−179,822−21.4%減碼歷史
AMGNAmgen IncStock161,808$3,913 萬0.1%+9,437+6.2%加碼歷史
CCitigroup IncStock718,641$3,838 萬0.1%−27,231−3.7%減碼歷史
LLYEli Lilly & CoStock131,735$3,773 萬0.1%+5,223+4.1%加碼歷史
SCHWSchwab Charles CorpStock444,573$3,748 萬0.1%+1,182+0.3%加碼歷史
UPSUnited Parcel Service IncStock173,436$3,720 萬0.1%−3,271−1.9%減碼歷史
UNPUnion Pacific CorpStock130,533$3,566 萬0.1%−3,452−2.6%減碼歷史
BABAAlibaba Group Holding LtdADR317,704$3,457 萬0.1%−64,606−16.9%減碼歷史
INGRIngredion IncCOM392,874$3,424 萬0.1%−1,150−0.3%減碼歷史
NTRNutrien Ltd.COM321,895$3,347 萬0.1%−16,875−5.0%減碼歷史
AWKAmerican Water Works Company, Inc.Stock196,403$3,251 萬0.1%−6,358−3.1%減碼歷史
VZVerizon Communications IncStock615,034$3,133 萬0.1%−21,445−3.4%減碼歷史
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT759,513$3,119 萬0.1%+5,800+0.8%加碼歷史
LBRDKLiberty Broadband CorpCOM SER C229,362$3,104 萬0.1%−31,482−12.1%減碼歷史
HLTHilton Worldwide Holdings Inc.COM203,217$3,084 萬0.1%−38,512−15.9%減碼歷史
SBUXStarbucks CorpStock335,223$3,050 萬0.1%+263,865+369.8%加碼歷史
BABoeing CoStock155,444$2,977 萬0.1%−5,742−3.6%減碼歷史
GGGGraco IncCOM423,658$2,954 萬0.1%−483−0.1%減碼歷史
BILIBilibili Inc.SPONS ADS REP Z1,151,129$2,945 萬0.1%+880,474+325.3%加碼歷史
DEODiageo PLCSPON ADR NEW137,782$2,799 萬0.1%+30,667+28.6%加碼歷史
ANATAmerican National Group IncCOM NEW146,361$2,768 萬0.1%−7,595−4.9%減碼歷史
BKNGBooking Holdings Inc.Stock11,749$2,759 萬0.1%−801−6.4%減碼歷史
ATVIActivision Blizzard, Inc.COM341,103$2,733 萬0.1%−10,295−2.9%減碼歷史
BSXBoston Scientific CorpStock613,867$2,719 萬0.1%−11,125−1.8%減碼歷史
WFCWells Fargo & CompanyStock560,232$2,715 萬0.1%−4,782−0.8%減碼歷史
TRSTrimas CorpCOM NEW808,059$2,593 萬0.1%−25,898−3.1%減碼歷史
SNASnap-on IncCOM124,537$2,559 萬0.1%−150−0.1%減碼歷史

2021 年第 4 季之後清倉（93 檔）

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

First Manhattan Co 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
ALSNAllison Transmission Holdings IncStock69,520$252.7 萬<0.1%歷史
TFINTriumph Financial, Inc.COM12,750$151.8 萬<0.1%歷史
ARLPAlliance Resource Partners LPStock75,540$95.4 萬<0.1%歷史
Royal Dutch Shell PLC780259206SPONS ADR A18,121$78.6 萬<0.1%–
STLSterling BancorpCOM27,666$71.3 萬<0.1%歷史
VWTRVidler Water Resources, Inc.COM50,000$60.4 萬<0.1%歷史
INFOIHS Markit Ltd.SHS3,819$50.7 萬<0.1%歷史
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM16,396$27.4 萬<0.1%歷史
PCGPG&E CorpStock16,000$19.4 萬<0.1%歷史
AZEKAZEK Co Inc.CL A3,500$16.1 萬<0.1%歷史
IDTIdt CorpCL B NEW3,200$14.1 萬<0.1%歷史
MSPDatto Holding Corp.COM4,600$12.1 萬<0.1%歷史
CDZICadiz IncCOM NEW30,000$11.5 萬<0.1%歷史
XLNXXilinx IncCOM393$8.30 萬<0.1%歷史
DNAGinkgo Bioworks Holdings, Inc.CL A SHS10,000$8.30 萬<0.1%歷史
EATBrinker International, IncStock2,100$7.60 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 20293,310$6.90 萬<0.1%–
BBWIBath & Body Works, Inc.COM950$6.60 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB2,944$6.20 萬<0.1%–
BCOVBrightcove IncCOM6,000$6.10 萬<0.1%歷史
TENBTenable Holdings, Inc.COM1,100$6.00 萬<0.1%歷史
AEMAgnico Eagle Mines LtdStock1,100$5.80 萬<0.1%歷史
NUANNuance Communications, Inc.COM1,000$5.50 萬<0.1%歷史
NEANuveen AMT-Free Quality Municipal Income FundCOM3,000$4.60 萬<0.1%歷史
BTTBlackRock Municipal 2030 Target Term TrustCOM SHS BEN IN1,780$4.60 萬<0.1%歷史
ARK ETF Tr00214Q302GENOMIC REV ETF730$4.40 萬<0.1%–
Innovator ETFs Trust45782C508US EQTY PWR BUF1,345$4.40 萬<0.1%–
BHCBausch Health Companies Inc.Stock1,500$4.10 萬<0.1%歷史
NTRPNextTrip, Inc.COM22,781$4.10 萬<0.1%歷史
CXCemex SAB de CVSPON ADR NEW6,000$4.00 萬<0.1%歷史
EWBCEast West Bancorp IncCOM500$3.90 萬<0.1%歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW2,000$3.80 萬<0.1%歷史
Sailpoint Technologies Holdings, Inc.78781P105COM800$3.80 萬<0.1%–
HASIHA Sustainable Infrastructure Capital, Inc.COM700$3.70 萬<0.1%歷史
PACKRanpak Holdings Corp.COM CL A1,000$3.70 萬<0.1%歷史
ZUOZuora IncCOM CL A2,000$3.70 萬<0.1%歷史
GILGildan Activewear Inc.Stock655$2.70 萬<0.1%歷史
Royal Dutch Shell PLC780259107SPON ADR B611$2.60 萬<0.1%–
FLGTFulgent Genetics, Inc.COM225$2.20 萬<0.1%歷史
CCJCameco CorpStock1,000$2.10 萬<0.1%歷史
Abrdn ETFs003261104BBRG ALL COMD K1935$2.10 萬<0.1%–
NTIPNetwork-1 Technologies, Inc.COM7,100$2.00 萬<0.1%歷史
ACCAmerican Campus Communities IncCOM300$1.70 萬<0.1%歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF218$1.60 萬<0.1%–
HMYHarmony Gold Mining Co LtdADR4,000$1.60 萬<0.1%歷史
SICPSilvergate Capital CorpCL A100$1.40 萬<0.1%歷史
Vanguard Health Care ETF92204A504ETF51$1.30 萬<0.1%–
CDWCDW CorpCOM60$1.20 萬<0.1%歷史
iShares Inc464286533MSCI EMERG MRKT187$1.10 萬<0.1%–
HLIHoulihan Lokey, Inc.CL A100$1.00 萬<0.1%歷史
Stride, Inc.86333MAA6NOTE 1.125% 9/0–$1.00 萬<0.1%–
Vishay Intertechnology Inc928298AP3NOTE 2.250% 6/1–$1.00 萬<0.1%–
TDAYUSA TODAY Co., Inc.COM1,735$9,000<0.1%歷史
DLBDolby Laboratories, Inc.COM CL A87$8,000<0.1%歷史
Insight Enterprises Inc45765UAB9NOTE 0.750% 2/1–$8,000<0.1%–
KAMAN Corp483548AF0NOTE 3.250% 5/0–$8,000<0.1%–
RDFNRedfin CorpCOM210$8,000<0.1%歷史
Pacira BioSciences, Inc.695127AF7NOTE 0.750% 8/0–$8,000<0.1%–
BAHBooz Allen Hamilton Holding CorpCL A94$7,000<0.1%歷史
FRGIFiesta Restaurant Group, Inc.COM700$7,000<0.1%歷史
SRCLStericycle IncCOM121$7,000<0.1%歷史
CRSRCorsair Gaming, Inc.COM300$6,000<0.1%歷史
DECKDeckers Outdoor CorpCOM16$5,000<0.1%歷史
TWLOTwilio IncCL A21$5,000<0.1%歷史
POSHPoshmark, Inc.COM CL A300$5,000<0.1%歷史
Supernova Partners AcquistnG8T86C105SHS CL A500$5,000<0.1%–
IRNTIronNet, Inc.COM1,200$5,000<0.1%歷史
CASYCaseys General Stores IncCOM24$4,000<0.1%歷史
DBX ETF Tr233051200XTRACK MSCI EAFE113$4,000<0.1%–
UUnity Software Inc.COM29$4,000<0.1%歷史
NNOXNano-X Imaging Ltd.ORD SHS300$4,000<0.1%歷史
HIMSHims & Hers Health, Inc.Stock500$3,000<0.1%歷史
MHKMohawk Industries IncCOM17$3,000<0.1%歷史
ROKURoku, IncCOM CL A16$3,000<0.1%歷史
Hope Bancorp Inc43940TAB5NOTE 2.000% 5/1–$3,000<0.1%–
SSYSStratasys Ltd.SHS88$2,000<0.1%歷史
BRMKBroadmark Realty Capital Inc.COM300$2,000<0.1%歷史
ECOMChanneladvisor CorpCOM100$2,000<0.1%歷史
GNRCGenerac Holdings Inc.Stock5$1,000<0.1%歷史
PHParker-Hannifin CorpStock4$1,000<0.1%歷史
TROWPrice T Rowe Group IncStock6$1,000<0.1%歷史
PLTRPalantir Technologies Inc.Stock76$1,000<0.1%歷史
UPSTUpstart Holdings, Inc.COM10$1,000<0.1%歷史
WPPWPP plcADR17$1,000<0.1%歷史
PDPagerDuty, Inc.COM49$1,000<0.1%歷史
IRDMIridium Communications Inc.COM23$00.0%歷史
PRLBProto Labs IncCOM17$00.0%歷史
RSGRepublic Services, Inc.COM7$00.0%歷史
CTICCti Biopharma CorpCOM33$00.0%歷史
CHSChico's Fas, Inc.COM115$00.0%歷史
ProShares Tr74347B276PSHS ULDOW30 NEW25$00.0%–
CYRNCYREN Ltd.SHS100$00.0%歷史
Special Opportunities FD Inc84741T138RIGHT 01/21/202210,002$00.0%–