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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
1,658
較 2022 年第 1 季 −16
總值
$248.1 億
較 2022 年第 1 季 −$57.6 億 (−18.8%)
申報日
2022/8/15
SEC
First Manhattan Co 在 2022 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
MLMoneylion Inc.CL A41,000$5.40 萬<0.1%00.0%不變歷史
Vanguard Financials ETF92204A405ETF717$5.50 萬<0.1%+257+55.9%加碼–
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD1,990$5.50 萬<0.1%00.0%不變–
OVIDOvid Therapeutics Inc.COM26,000$5.50 萬<0.1%00.0%不變歷史
MDYSPDR S&P Midcap 400 ETF TrustETF136$5.60 萬<0.1%+11+8.8%加碼歷史
iShares Tr464288588MBS ETF580$5.60 萬<0.1%+30+5.5%加碼–
SLGSL Green Realty CorpCOM1,222$5.60 萬<0.1%00.0%不變歷史
iShares Tr464287630RUS 2000 VAL ETF413$5.60 萬<0.1%+111+36.8%加碼–
iShares Russell Mid-Cap Growth ETF464287481ETF723$5.70 萬<0.1%+723新進–
SORSource CapitalCOM1,543$5.70 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM1,050$5.80 萬<0.1%+1,050新進–
iShares Tr464288414NATIONAL MUN ETF550$5.80 萬<0.1%−60−9.8%減碼–
ProShares Tr74347B201PSHS ULTSH 20YRS2,252$5.80 萬<0.1%00.0%不變–
First Tr Exchange-Traded Alp33735K108COM SHS677$5.90 萬<0.1%00.0%不變–
UHALU-Haul Holding CoCOM125$5.90 萬<0.1%−10−7.4%減碼歷史
SSDSimpson Manufacturing Co., Inc.COM600$6.00 萬<0.1%00.0%不變歷史
HEIHeico CorpCOM464$6.00 萬<0.1%00.0%不變歷史
MYDBlackRock Muniyield Fund, Inc.COM5,423$6.00 萬<0.1%−10.0%減碼歷史
FLICFirst of Long Island CorpCOM3,449$6.00 萬<0.1%00.0%不變歷史
KRKroger CoStock1,300$6.10 萬<0.1%+1,100+550.0%加碼歷史
MTArcelorMittalNY REGISTRY SH2,716$6.10 萬<0.1%00.0%不變歷史
Vanguard Real Estate ETF922908553ETF690$6.20 萬<0.1%−32−4.4%減碼–
Global X Lithium & Battery Tech ETF37954Y855ETF860$6.20 萬<0.1%00.0%不變–
TDToronto Dominion BankStock952$6.20 萬<0.1%00.0%不變歷史
RBCRBC Bearings INCCOM340$6.20 萬<0.1%00.0%不變歷史
HEI.AHeico CorpCL A600$6.30 萬<0.1%00.0%不變歷史
RDNTRadNet, Inc.COM3,700$6.30 萬<0.1%00.0%不變歷史
IRIngersoll Rand Inc.COM1,515$6.30 萬<0.1%00.0%不變歷史
Global X FDS37954Y830GLOBAL X COPPER2,125$6.40 萬<0.1%00.0%不變–
BF.BBrown Forman CorpStock937$6.50 萬<0.1%00.0%不變歷史
APAAPA CorpStock1,881$6.50 萬<0.1%00.0%不變歷史
ASHAshland Inc.COM634$6.50 萬<0.1%−25−3.8%減碼歷史
STWDStarwood Property Trust, Inc.COM3,150$6.50 萬<0.1%−200−6.0%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF1,522$6.70 萬<0.1%00.0%不變–
DISHDISH Network CORPCL A2,000$6.80 萬<0.1%00.0%不變歷史
AZZAzz IncCOM1,700$6.90 萬<0.1%00.0%不變歷史
ITGartner IncCOM286$6.90 萬<0.1%00.0%不變歷史
APLTApplied Therapeutics, Inc.COM73,783$6.90 萬<0.1%00.0%不變歷史
CUZCousins Properties IncCOM NEW2,425$7.00 萬<0.1%00.0%不變歷史
TRIPTripAdvisor, Inc.COM3,950$7.00 萬<0.1%−790−16.7%減碼歷史
TGNATegna IncCOM3,366$7.00 萬<0.1%00.0%不變歷史
SUSuncor Energy IncStock2,030$7.10 萬<0.1%00.0%不變歷史
Occidental Pete Corp WT Exp 080327674599162Stock1,921$7.10 萬<0.1%−62−3.1%減碼–
MPTMedical Properties Trust IncCOM4,650$7.10 萬<0.1%00.0%不變歷史
KRCKilroy Realty CorpCOM1,375$7.10 萬<0.1%00.0%不變歷史
STXSeagate Technology Holdings plcORD SHS1,000$7.10 萬<0.1%00.0%不變歷史
VTRVentas, Inc.REIT1,400$7.20 萬<0.1%00.0%不變歷史
ASMLASML Holding NVADR152$7.20 萬<0.1%00.0%不變歷史
FNFFidelity National Financial, Inc.COM SHS1,967$7.20 萬<0.1%−35−1.7%減碼歷史
NXPINXP Semiconductors N.V.COM488$7.20 萬<0.1%00.0%不變歷史
Vanguard World FD921910733ESG US STK ETF1,087$7.20 萬<0.1%+275+33.9%加碼–
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX425$7.20 萬<0.1%00.0%不變–
SMSM Energy CoCOM2,129$7.20 萬<0.1%+2,129新進歷史
BATRKAtlanta Braves Holdings, Inc.COM C BRAVES GRP3,041$7.20 萬<0.1%−3,072−50.3%減碼歷史
TPHSTrinity Place Holdings Inc.COM71,626$7.20 萬<0.1%+35,000+95.6%加碼歷史
SMGScotts Miracle-Gro CoStock935$7.30 萬<0.1%00.0%不變歷史
IONSIonis Pharmaceuticals IncCOM1,975$7.30 萬<0.1%+775+64.6%加碼歷史
CBAYCymaBay Therapeutics, Inc.COM25,000$7.30 萬<0.1%00.0%不變歷史
BNTXBioNTech SESPONSORED ADS500$7.40 萬<0.1%00.0%不變歷史
MGMistras Group, Inc.COM12,550$7.40 萬<0.1%−1,850−12.8%減碼歷史
SPDR Ser Tr78464A813S&P 600 SML CAP930$7.40 萬<0.1%00.0%不變–
Vanguard Consumer Discretionary ETF92204A108ETF330$7.50 萬<0.1%−167−33.6%減碼–
FITBFifth Third BancorpCOM2,251$7.50 萬<0.1%00.0%不變歷史
HIWHighwoods Properties, Inc.COM2,200$7.50 萬<0.1%00.0%不變歷史
HXLHexcel CorpCOM1,471$7.60 萬<0.1%00.0%不變歷史
AMTXAemetis, IncCOM NEW15,600$7.60 萬<0.1%00.0%不變歷史
Mogo Inc60800C109COM89,200$7.60 萬<0.1%00.0%不變–
Meridian Bioscience Inc589584101COM2,562$7.70 萬<0.1%00.0%不變–
iShares Tr464287689RUSSELL 3000 ETF360$7.80 萬<0.1%00.0%不變–
VFCV F CorpStock1,810$7.90 萬<0.1%−1,600−46.9%減碼歷史
MURMurphy Oil CorpCOM2,640$7.90 萬<0.1%−5,000−65.4%減碼歷史
XPEVXpeng Inc.ADS2,500$7.90 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF2,300$8.00 萬<0.1%00.0%不變–
APLEApple Hospitality REIT, Inc.REIT5,525$8.10 萬<0.1%00.0%不變歷史
SHOPShopify Inc.Stock2,630$8.20 萬<0.1%00.0%不變依 10 比 1 拆股換算歷史
BRBRBellring Brands, Inc.Stock3,305$8.20 萬<0.1%−12−0.4%減碼歷史
JHGJanus Henderson Group Ltd.ORD SHS3,539$8.30 萬<0.1%00.0%不變歷史
IPInternational Paper CoCOM2,000$8.30 萬<0.1%00.0%不變歷史
INFAInformatica Inc.COM CL A4,000$8.30 萬<0.1%+2,000+100.0%加碼歷史
ALLEAllegion plcORD SHS866$8.40 萬<0.1%00.0%不變歷史
ITTItt Inc.COM1,250$8.40 萬<0.1%00.0%不變歷史
UXINUxin LtdADS200,000$8.40 萬<0.1%00.0%不變歷史
WSOWatsco IncCOM360$8.50 萬<0.1%00.0%不變歷史
EEFTEuronet Worldwide, Inc.COM850$8.50 萬<0.1%00.0%不變歷史
NWPXNWPX Infrastructure, Inc.COM2,900$8.60 萬<0.1%00.0%不變歷史
UBPUrstadt Biddle Properties IncCOM5,000$8.60 萬<0.1%00.0%不變歷史
JKHYJack Henry & Associates IncStock483$8.70 萬<0.1%00.0%不變歷史
HPQHP IncStock2,702$8.80 萬<0.1%+663+32.5%加碼歷史
PBHPrestige Consumer Healthcare Inc.COM1,500$8.80 萬<0.1%−1,500−50.0%減碼歷史
ZBRAZebra Technologies CorpCL A306$8.90 萬<0.1%00.0%不變歷史
KHCKraft Heinz CoStock2,385$9.00 萬<0.1%−1,044−30.4%減碼歷史
DCODucommun IncCOM2,100$9.00 萬<0.1%00.0%不變歷史
FFBCFirst Financial BancorpCOM4,668$9.00 萬<0.1%00.0%不變歷史
ISRGIntuitive Surgical IncCOM NEW450$9.00 萬<0.1%00.0%不變歷史
PIPRPiper Sandler CompaniesCOM800$9.00 萬<0.1%00.0%不變歷史
AKAMAkamai Technologies IncCOM1,000$9.10 萬<0.1%00.0%不變歷史
FBINFortune Brands Innovations, Inc.COM1,522$9.10 萬<0.1%00.0%不變歷史
EQIXEquinix IncCOM140$9.10 萬<0.1%00.0%不變歷史
BBUCBrookfield Business CorpCL A EXC SUB VTG3,997$9.10 萬<0.1%−10,000−71.4%減碼歷史
TMToyota Motor CorpADS600$9.20 萬<0.1%00.0%不變歷史

2022 年第 1 季之後清倉（88 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

First Manhattan Co 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
ANATAmerican National Group IncCOM NEW146,361$2,768 萬0.1%歷史
Discovery Inc25470F302COM SER C755,620$1,887 萬0.1%–
ORICOric Pharmaceuticals, Inc.COM1,955,538$1,044 萬<0.1%歷史
HRMYHarmony Biosciences Holdings, Inc.COM153,673$747.6 萬<0.1%歷史
HBPHuttig Building Products IncCOM370,000$394.4 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.COM SER A157,211$391.7 萬<0.1%歷史
OYSTOyster Point Pharma, Inc.COM260,553$303.2 萬<0.1%歷史
FULCFulcrum Therapeutics, Inc.COM116,622$275.8 萬<0.1%歷史
FOEFerro CorpCOM81,555$177.3 萬<0.1%歷史
MACMacerich CoCOM83,759$130.9 萬<0.1%歷史
ARCHArch Resources, Inc.CL A7,325$100.6 萬<0.1%歷史
PBCTPeople's United Financial, Inc.COM39,404$78.6 萬<0.1%歷史
AZPNASPENTECH CorpCOM4,354$72.0 萬<0.1%歷史
Abcam PLC000380204ADS22,910$41.9 萬<0.1%–
COLBColumbia Banking System, Inc.COM10,200$32.9 萬<0.1%歷史
CNACna Financial CorpCOM4,100$19.9 萬<0.1%歷史
EOIEaton Vance Enhanced Equity Income FundCOM9,373$17.2 萬<0.1%歷史
MELIMercadolibre IncCOM99$11.7 萬<0.1%歷史
FLWS1 800 Flowers Com IncCL A8,892$11.3 萬<0.1%歷史
FLFoot Locker, Inc.COM3,000$8.80 萬<0.1%歷史
Exchange Traded Concepts Tru301505707ROBO GLB ETF1,450$8.40 萬<0.1%–
LAZLazard, Inc.SHS A2,205$7.50 萬<0.1%歷史
SPDR Index Shs FDS78463X533ST MAR DIVID ETF2,500$7.30 萬<0.1%–
Coherent Inc192479103COM200$5.40 萬<0.1%–
ODFLOld Dominion Freight Line, Inc.COM175$5.20 萬<0.1%歷史
SPDR Series Trust78468R721STATE STREET SPD981$4.60 萬<0.1%–
ACTGAcacia Research CorpACACIA TCH COM10,000$4.50 萬<0.1%歷史
SWKSSkyworks Solutions, Inc.Stock326$4.30 萬<0.1%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF973$4.00 萬<0.1%–
INMDInMode Ltd.SHS1,100$4.00 萬<0.1%歷史
RRyder System IncCOM486$3.80 萬<0.1%歷史
CARMCarisma Therapeutics Inc.COM62,000$3.70 萬<0.1%歷史
iShares Tr464287184CHINA LG-CAP ETF1,079$3.40 萬<0.1%–
Invesco Exchange Traded FD T46137V571GLOBAL DRGN CN1,182$3.40 萬<0.1%–
VOYAVoya Financial, Inc.COM510$3.30 萬<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF382$3.10 萬<0.1%–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF500$3.10 萬<0.1%–
iShares Tr46429B366CMBS ETF575$2.80 萬<0.1%–
Osi ETF Tr67110P704OSHS GBL INTER715$2.60 萬<0.1%–
CBTCabot CorpCOM350$2.30 萬<0.1%歷史
NKLANikola CorpCOM2,000$2.10 萬<0.1%歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF374$1.80 萬<0.1%–
ETF Managers Tr26924G102PRIME JUNIR SLVR1,300$1.80 萬<0.1%–
JOEST JOE CoCOM300$1.70 萬<0.1%歷史
WisdomTree Tr97717W281EMG MKTS SMCAP320$1.70 萬<0.1%–
iShares Inc464286871MSCI HONG KG ETF718$1.60 萬<0.1%–
CBUSCibus, Inc.COM16,000$1.60 萬<0.1%歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF152$1.50 萬<0.1%–
IMPLIPI Legacy Liquidation CoCOM2,100$1.30 萬<0.1%歷史
SPDR Index Shs FDS78463X772ST S&P INTL ETF300$1.10 萬<0.1%–
LGNDLigand Pharmaceuticals IncCOM NEW100$1.10 萬<0.1%歷史
iShares Tr464288877EAFE VALUE ETF234$1.10 萬<0.1%–
BMBLBumble Inc.COM CL A400$1.10 萬<0.1%歷史
Tidal ETF Tr886364207SOFI SELCT 500700$1.10 萬<0.1%–
KGCKinross Gold CorpCOM1,500$8,000<0.1%歷史
WisdomTree Tr97717W604US SMALLCAP DIVD280$8,000<0.1%–
ISBCInvestors Bancorp, Inc.COM544$8,000<0.1%歷史
Osi ETF Tr67110P407OSHARES US QUALT200$8,000<0.1%–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF108$7,000<0.1%–
PHIPLDT Inc.SPONSORED ADR200$7,000<0.1%歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF55$6,000<0.1%–
Global X FDS37954Y848GLOBAL X SILVER166$6,000<0.1%–
GLDMWorld Gold TrustSPDR GLD MINIS160$6,000<0.1%歷史
PLANAnaplan, Inc.COM100$6,000<0.1%歷史
BCBrunswick CorpCOM62$5,000<0.1%歷史
CELPCypress Environmental Partners, L.P.LTD PARTNER INT3,047$5,000<0.1%歷史
STEMStem, Inc.CL A500$5,000<0.1%歷史
CXMSprinklr, Inc.CL A400$4,000<0.1%歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF60$3,000<0.1%–
GNCAGenocea Biosciences, Inc.COM NEW2,500$3,000<0.1%歷史
VRTVVeritiv CorpCOM23$3,000<0.1%歷史
OTLYOatly Group ABSPONSORED ADS700$3,000<0.1%歷史
EIXEdison InternationalStock29$2,000<0.1%歷史
iShares Tr464288117INTL TREA BD ETF52$2,000<0.1%–
PINSPinterest, Inc.CL A100$2,000<0.1%歷史
AGENAgenus IncCOM NEW1,000$2,000<0.1%歷史
ZENZendesk, Inc.COM20$2,000<0.1%歷史
TERTeradyne, IncStock11$1,000<0.1%歷史
iShares U.S. Treasury Bond ETF46429B267ETF47$1,000<0.1%–
CZRCaesars Entertainment, Inc.COM15$1,000<0.1%歷史
CRONCronos Group Inc.COM450$1,000<0.1%歷史
AALAmerican Airlines Group Inc.Stock1$00.0%歷史
PENNPENN Entertainment, Inc.COM19$00.0%歷史
PVHPVH Corp.COM1$00.0%歷史
iShares Tr4642874571 3 YR TREAS BD1$00.0%–
KLDOKaleido Biosciences, Inc.COM100$00.0%歷史
LTRPALiberty TripAdvisor Holdings, Inc.COM SER A318$00.0%歷史
GANGAN LtdORD SHS200$00.0%歷史