跳到主要內容
Livermore
Livermore
中文EN

First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2022 年第 4 季持倉

持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
1,682
較 2022 年第 3 季 +45
總值
$272.9 億
較 2022 年第 3 季 +$36.7 億 (+15.6%)
申報日
2023/2/14
SEC
First Manhattan Co 在 2022 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
PBIPitney Bowes IncCOM900$3,420<0.1%00.0%不變歷史
VPVInvesco Pennsylvania Value Municipal Income TrustCOM350$3,430<0.1%00.0%不變歷史
FSLYFastly, Inc.CL A419$3,431<0.1%00.0%不變歷史
SUZSuzano S.A.SPON ADS372$3,437<0.1%+372新進歷史
CRNCCerence Inc.COM188$3,483<0.1%00.0%不變歷史
QGENQiagen N.V.SHS NEW70$3,490<0.1%+70新進歷史
FLSFlowserve CorpCOM115$3,528<0.1%+115新進歷史
WELLWelltower Inc.REIT54$3,539<0.1%+54新進歷史
ARGOArgo Group International Holdings, Inc.COM137$3,541<0.1%+137新進歷史
ALEAllete IncCOM NEW55$3,548<0.1%+55新進歷史
BF.ABrown Forman CorpCL A54$3,551<0.1%+54新進歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS61$3,558<0.1%+61新進歷史
LILi Auto Inc.SPONSORED ADS175$3,569<0.1%+175新進歷史
ALKAlaska Air Group, Inc.COM84$3,606<0.1%+84新進歷史
EXELExelixis, Inc.COM225$3,609<0.1%00.0%不變歷史
TKTeekay Corp LtdCOM800$3,632<0.1%00.0%不變歷史
BURBurford Capital LtdORD SHS450$3,667<0.1%00.0%不變歷史
DDD3D Systems CorpCOM NEW500$3,700<0.1%00.0%不變歷史
VGRVector Group LtdCOM317$3,759<0.1%+317新進歷史
MLPMaui Land & Pineapple Co IncCOM400$3,768<0.1%00.0%不變歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW42$3,845<0.1%+42新進歷史
NFGNational Fuel Gas CoStock61$3,861<0.1%+61新進歷史
GTHXG1 Therapeutics, Inc.COM712$3,866<0.1%+712新進歷史
SPHRSphere Entertainment Co.CL A86$3,867<0.1%00.0%不變歷史
Flexshares Tr33939L837INTL QLTDV IDX190$3,919<0.1%00.0%不變–
EDITEditas Medicine, Inc.COM443$3,929<0.1%00.0%不變歷史
INVZInnoviz Technologies Ltd.SHS1,000$3,930<0.1%−500−33.3%減碼歷史
ARK ETF Tr00214Q609ISRAEL INOVATE228$3,935<0.1%00.0%不變–
MGMistras Group, Inc.COM800$3,944<0.1%−11,750−93.6%減碼歷史
PFCPremier Financial CorpCOM147$3,964<0.1%+147新進歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B50$3,992<0.1%+50新進歷史
BEKEKE Holdings Inc.SPONSORED ADS286$3,992<0.1%+286新進歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A150$4,030<0.1%−5,163−97.2%減碼歷史
BCHBank of ChileSPONSORED ADS194$4,039<0.1%+194新進歷史
CCOICogent Communications Holdings, Inc.COM NEW71$4,052<0.1%+71新進歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF139$4,083<0.1%+139新進–
iShares Tr464287382JPX NIKKEI 40071$4,140<0.1%00.0%不變–
JAZZJazz Pharmaceuticals plcSHS USD26$4,142<0.1%+26新進歷史
China Southern Airlines Co L169409109SPON ADR CL H128$4,147<0.1%+128新進–
WENWendy's CoStock184$4,163<0.1%+155+534.5%加碼歷史
SCCOSouthern Copper CorpStock69$4,166<0.1%+69新進歷史
BANRBanner CorpCOM NEW66$4,171<0.1%+66新進歷史
FHIFederated Hermes, Inc.CL B115$4,175<0.1%+115新進歷史
NVCRNovoCure LtdORD SHS57$4,180<0.1%+57新進歷史
FMXMexican Economic Development IncSPON ADR UNITS54$4,218<0.1%+54新進歷史
KSSKOHLS CorpStock168$4,242<0.1%00.0%不變歷史
VACMarriott Vacations Worldwide CorpCOM32$4,306<0.1%+32新進歷史
KBKB Financial Group Inc.SPONSORED ADR112$4,329<0.1%+112新進歷史
RMDResmed IncCOM21$4,370<0.1%+21新進歷史
ESRTEmpire State Realty Trust, Inc.CL A649$4,374<0.1%+649新進歷史
AXTIAxt IncCOM1,000$4,380<0.1%00.0%不變歷史
FASTFastenal CoStock93$4,400<0.1%+93新進歷史
KIMKimco Realty CorpCOM208$4,405<0.1%−1,376−86.9%減碼歷史
IBOCInternational Bancshares CorpCOM97$4,438<0.1%+97新進歷史
Avidity Biosciences, Inc.05370A108COM200$4,438<0.1%00.0%不變–
Compute Health Acquisitin Co204833107COM CL A440$4,444<0.1%00.0%不變–
CATYCathay General BancorpCOM110$4,486<0.1%+110新進歷史
SIGISelective Insurance Group IncCOM51$4,519<0.1%+51新進歷史
UBSIUnited Bankshares IncCOM113$4,575<0.1%+113新進歷史
iShares Tr46436E767ESG MSCI USA ETF150$4,599<0.1%00.0%不變–
WULFTerawulf Inc.COM6,950$4,625<0.1%00.0%不變歷史
HAPNHappen, Inc.COM NEW526$4,628<0.1%00.0%不變歷史
LILALiberty Latin America Ltd.COM CL A615$4,630<0.1%00.0%不變歷史
CNXCNX Resources CorpCOM275$4,631<0.1%00.0%不變歷史
TECHBIO-TECHNE CorpCOM56$4,641<0.1%−28−33.3%減碼依 4 比 1 拆股換算歷史
CPRXCatalyst Pharmaceuticals, Inc.COM250$4,650<0.1%00.0%不變歷史
NBIXNeurocrine Biosciences IncStock39$4,658<0.1%+39新進歷史
FVRRFiverr International Ltd.ORD SHS160$4,662<0.1%00.0%不變歷史
DXCDXC Technology CoStock177$4,690<0.1%+177新進歷史
BBBLACKBERRY LtdCOM1,451$4,730<0.1%00.0%不變歷史
LXP.PCLXP Industrial TrustPREFERRED100$4,750<0.1%+100新進歷史
FNVFranco Nevada CorpStock35$4,776<0.1%00.0%不變歷史
BDNBrandywine Realty TrustSH BEN INT NEW780$4,797<0.1%00.0%不變歷史
UNBUnion Bankshares IncCOM200$4,801<0.1%00.0%不變歷史
ODFLOld Dominion Freight Line, Inc.COM17$4,824<0.1%+17新進歷史
WALWestern Alliance BancorporationCOM81$4,824<0.1%+81新進歷史
OROR Royalties Inc.COM400$4,828<0.1%00.0%不變歷史
CNCCentene CorpStock59$4,838<0.1%+59新進歷史
BYNDBeyond Meat, Inc.COM395$4,862<0.1%00.0%不變歷史
UTFCohen & Steers Infrastructure Fund IncCOM204$4,893<0.1%00.0%不變歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF66$4,898<0.1%00.0%不變–
CAJPYCanon IncSPONSORED ADR226$4,899<0.1%+226新進歷史
FCNFti Consulting, IncCOM31$4,922<0.1%+31新進歷史
CHXChampionX CorpCOM170$4,928<0.1%00.0%不變歷史
WYWeyerhaeuser CoCOM NEW160$4,960<0.1%+160新進歷史
EQHEquitable Holdings, Inc.COM174$4,993<0.1%+174新進歷史
CXTCrane NXT, Co.COM50$5,022<0.1%+50新進歷史
SFLSFL Corp Ltd.SHS546$5,034<0.1%+546新進歷史
SFMSprouts Farmers Market, Inc.COM156$5,049<0.1%+156新進歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG544$5,053<0.1%+544新進歷史
SVF Investment Corp.G8601L102CL A SHS500$5,055<0.1%00.0%不變–
JBHTHunt J B Transport Services IncCOM29$5,056<0.1%−57−66.3%減碼歷史
iShares Tr464288844US OIL EQ&SV ETF239$5,076<0.1%+2+0.8%加碼–
SNVSynovus Financial CorpCOM NEW136$5,106<0.1%+136新進歷史
TROWPrice T Rowe Group IncStock47$5,125<0.1%+47新進歷史
AXAxos Financial, Inc.COM135$5,159<0.1%+135新進歷史
DTEDte Energy CoCOM44$5,171<0.1%+44新進歷史
PACPacific Airport GroupSPON ADS B36$5,177<0.1%+36新進歷史
ICLICL Group Ltd.SHS710$5,190<0.1%+710新進歷史
VHCVirnetX Holding CorpCOM4,000$5,200<0.1%00.0%不變歷史

2022 年第 3 季之後清倉（161 檔）

2022 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 161 檔。

First Manhattan Co 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
BAMBrookfield Asset Management Ltd.CL A LTD VT SH16,078,114$6.54 億2.8%歷史
0000000000Stock12,113$323.7 萬<0.1%–
YAlleghany CorpCOM1,279$107.3 萬<0.1%歷史
Tenneco Inc880349105CL A VTG COM STK25,000$43.4 萬<0.1%–
BKCCBlackRock Capital Investment CorpCOM95,000$32.2 萬<0.1%歷史
First Tr Exchange-Traded FD336917109SHS12,000$20.0 萬<0.1%–
WDCWestern Digital CorpCOM4,500$14.6 萬<0.1%歷史
MNDOMind Cti LtdORD60,000$12.5 萬<0.1%歷史
UXINUxin LtdADS200,000$12.0 萬<0.1%歷史
Vanguard S&P 500 Value ETF921932703ETF786$9.70 萬<0.1%–
LCIILci IndustriesCOM850$8.60 萬<0.1%歷史
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH3,979$7.30 萬<0.1%–
APLTApplied Therapeutics, Inc.COM73,783$6.80 萬<0.1%歷史
TTECTTEC Holdings, Inc.COM1,500$6.60 萬<0.1%歷史
Global X FDS37954Y830GLOBAL X COPPER2,125$6.00 萬<0.1%–
Vanguard Consumer Discretionary ETF92204A108ETF200$4.70 萬<0.1%–
Global X FDS37954Y483NASDAQ 100 COVER3,000$4.60 萬<0.1%–
Maxeon Solar Technologies LTY58473102SHS1,850$4.30 萬<0.1%–
TMXTerminix Global Holdings IncCOM1,108$4.20 萬<0.1%歷史
iShares Global Clean Energy ETF464288224ETF2,200$4.10 萬<0.1%–
CRCCalifornia Resources CorpCOM STOCK1,000$3.80 萬<0.1%歷史
PHKPIMCO High Income FundCOM SHS7,572$3.50 萬<0.1%歷史
ENPHEnphase Energy, Inc.Stock125$3.40 萬<0.1%歷史
Imv Inc44974L103COM66,368$3.40 萬<0.1%–
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG764$3.10 萬<0.1%–
ChemoCentryx, Inc.16383L106COM600$3.00 萬<0.1%–
Vanguard Industrials ETF92204A603ETF190$2.90 萬<0.1%–
GGTGabelli Multimedia Trust Inc.COM4,779$2.90 萬<0.1%歷史
CSLCarlisle Companies IncCOM106$2.90 萬<0.1%歷史
SLFSun Life Financial IncCOM724$2.80 萬<0.1%歷史
SANWS&W Seed CoCOM39,200$2.80 萬<0.1%歷史
Alps Clean Energy ETF00162Q460ETF504$2.70 萬<0.1%–
Vanguard Real Estate ETF922908553ETF325$2.60 萬<0.1%–
TWTRTwitter, Inc.COM516$2.20 萬<0.1%歷史
SONOSonos IncCOM1,300$1.80 萬<0.1%歷史
iShares Tr464288729GLOB INDSTRL ETF200$1.70 萬<0.1%–
ENREnergizer Holdings, Inc.COM700$1.70 萬<0.1%歷史
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET200$1.60 萬<0.1%歷史
LFUSLittelfuse IncCOM85$1.60 萬<0.1%歷史
iShares Tr464288448INTL SEL DIV ETF731$1.60 萬<0.1%–
iShares Inc464286533MSCI EMERG MRKT300$1.50 萬<0.1%–
AMGAffiliated Managers Group, Inc.Stock127$1.40 萬<0.1%歷史
JNCEJounce Therapeutics, Inc.COM6,400$1.40 萬<0.1%歷史
BROBrown & Brown, Inc.Stock218$1.30 萬<0.1%歷史
iShares Tr46434V381FUTU EXPO TE ETF300$1.30 萬<0.1%–
ULTAUlta Beauty, Inc.Stock31$1.20 萬<0.1%歷史
First Trust Cloud Computing ETF33734X192ETF200$1.20 萬<0.1%–
iShares Core S&P U.S. Growth ETF464287671ETF151$1.20 萬<0.1%–
NVSTEnvista Holdings CorpCOM370$1.20 萬<0.1%歷史
ETF Ser Solutions26922A289DEFIANCE CONNECT410$1.10 萬<0.1%–
REREATRenew Inc.SPONSORED ADS5,000$1.10 萬<0.1%歷史
GRXGabelli Healthcare & WellnessRx TrustSHS1,177$1.10 萬<0.1%歷史
UALUnited Airlines Holdings, Inc.COM330$1.00 萬<0.1%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS900$1.00 萬<0.1%歷史
MANHManhattan Associates IncStock71$9,000<0.1%歷史
CACICACI International IncCL A37$9,000<0.1%歷史
SABRSabre CorpCOM1,800$9,000<0.1%歷史
CHHChoice Hotels International IncCOM86$9,000<0.1%歷史
SALSalisbury Bancorp, Inc.COM400$9,000<0.1%歷史
Vanguard Materials ETF92204A801ETF55$8,000<0.1%–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF214$8,000<0.1%–
iShares Tr46435G425ESG AWR MSCI USA109$8,000<0.1%–
LKQLKQ CorpCOM161$7,000<0.1%歷史
JLLJones Lang Lasalle IncCOM52$7,000<0.1%歷史
AYIAcuity Inc. (DE)Stock39$6,000<0.1%歷史
AOUTAmerican Outdoor Brands, Inc.COM725$6,000<0.1%歷史
GOFGuggenheim Strategic Opportunities FundCOM SBI393$6,000<0.1%歷史
UMPQUmpqua Holdings CorpCOM355$6,000<0.1%歷史
FDSFactset Research Systems IncStock13$5,000<0.1%歷史
NTLAIntellia Therapeutics, Inc.COM105$5,000<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM60$5,000<0.1%歷史
MRAMEverspin Technologies Inc.COM1,000$5,000<0.1%歷史
Crucible Acquisition Corp22877P108COM CL A600$5,000<0.1%–
PINGPing Identity Holding Corp.COM200$5,000<0.1%歷史
TMPOTempo Automation Holdings, Inc.CL A500$5,000<0.1%歷史
HROWHarrow, Inc.COM340$4,000<0.1%歷史
OPENOpendoor Technologies Inc.COM1,400$4,000<0.1%歷史
BLKBBlackbaud IncCOM101$4,000<0.1%歷史
iShares Tr46435G342MORTGE REL ETF235$4,000<0.1%–
Health Assurn Acquisition Co42226W109COM CL A500$4,000<0.1%–
Liberty Media Acquisition Corp53073L203UNIT 01/22/2026500$4,000<0.1%–
Nightdragon Acquisition Corp65413D204UNIT 02/26/20266500$4,000<0.1%–
Colicity Inc194170106COM CL A500$4,000<0.1%–
Revolution Healthcar Aq Corp76155Y108CLASS A COM500$4,000<0.1%–
DCIDonaldson Co IncStock67$3,000<0.1%歷史
VKTXViking Therapeutics, Inc.COM1,400$3,000<0.1%歷史
WWDWoodward, Inc.COM43$3,000<0.1%歷史
SLPSimulations Plus, Inc.COM65$3,000<0.1%歷史
BWABorgwarner IncCOM100$3,000<0.1%歷史
BURLBurlington Stores, Inc.COM32$3,000<0.1%歷史
iShares Tr464288877EAFE VALUE ETF97$3,000<0.1%–
BGCBGC Group, Inc.CL A1,000$3,000<0.1%歷史
SCPSScopus BioPharma Inc.COM13,100$3,000<0.1%歷史
ARCTArcturus Therapeutics Holdings Inc.COM200$2,000<0.1%歷史
ESPREsperion Therapeutics, Inc.COM340$2,000<0.1%歷史
AIOTPowerfleet, Inc.COM730$2,000<0.1%歷史
COMPCompass, Inc.CL A1,000$2,000<0.1%歷史
TRUTransUnionCOM36$2,000<0.1%歷史
HSICHenry Schein IncCOM41$2,000<0.1%歷史
WisdomTree Tr97717X578EM EX ST-OWNED95$2,000<0.1%–