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Livermore
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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
ALGAlamo Group IncCOM37$5,239<0.1%+27+270.0%加碼歷史
HWMHowmet Aerospace Inc.Stock133$5,241<0.1%00.0%不變歷史
SWKSSkyworks Solutions, Inc.Stock58$5,285<0.1%+58新進歷史
STSensata Technologies Holding plcSHS131$5,289<0.1%+131新進歷史
TRMBTrimble Inc.COM105$5,308<0.1%−27−20.5%減碼歷史
GILGildan Activewear Inc.Stock194$5,315<0.1%+194新進歷史
CBRECbre Group, Inc.CL A70$5,387<0.1%+70新進歷史
ACAArcosa, Inc.COM100$5,434<0.1%+100新進歷史
AQBAquabounty Technologies IncCOM NEW7,127$5,445<0.1%00.0%不變歷史
BIOBio-Rad Laboratories, Inc.CL A13$5,466<0.1%+13新進歷史
SPDR Series Trust78464A664ST LON TREAS ETF189$5,486<0.1%00.0%不變–
RJFRaymond James Financial IncCOM52$5,556<0.1%+52新進歷史
LYFTLyft, Inc.CL A COM505$5,565<0.1%−225−30.8%減碼歷史
SNAPSnap IncStock625$5,593<0.1%00.0%不變歷史
Cambria ETF Tr132061201SHSHLD YIELD ETF95$5,634<0.1%+95新進–
PIMCO ETF Tr72201R2051-5 US TIP IDX113$5,635<0.1%00.0%不變–
NXJNuveen New Jersey Quality Municipal Income FundCOM500$5,650<0.1%00.0%不變歷史
MATVMativ Holdings, Inc.COM271$5,663<0.1%00.0%不變歷史
RTORentokil Initial PLCSPONSORED ADR184$5,669<0.1%+184新進歷史
LACLithium Americas Corp.COM NEW300$5,685<0.1%00.0%不變歷史
VVXV2X, Inc.COM138$5,698<0.1%00.0%不變歷史
VALEVale S.A.SPONSORED ADS336$5,701<0.1%+336新進歷史
SJTSan Juan Basin Royalty TrustUNIT BEN INT500$5,710<0.1%+500新進歷史
QVCGAOld QVC Group, Inc.COM SER A3,526$5,747<0.1%−1,518−30.1%減碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD391$5,778<0.1%00.0%不變–
TUTelus CorpCOM300$5,793<0.1%00.0%不變歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF231$5,805<0.1%00.0%不變–
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR546$5,814<0.1%+546新進歷史
NQPNuveen Pennsylvania Quality Municipal Income FundCOM525$5,843<0.1%00.0%不變歷史
PVBCProvident Bancorp, Inc.COM NEW808$5,882<0.1%00.0%不變歷史
MNSTMonster Beverage CorpCOM58$5,888<0.1%+58新進歷史
SNDRSchneider National, Inc.CL B252$5,896<0.1%+252新進歷史
NLYAnnaly Capital Management IncREIT280$5,916<0.1%+12+4.5%加碼歷史
EMEEMCOR Group, Inc.Stock40$5,924<0.1%00.0%不變歷史
ELSEquity Lifestyle Properties IncCOM92$5,943<0.1%+92新進歷史
ACADAcadia Pharmaceuticals IncCOM375$5,970<0.1%00.0%不變歷史
Prospector Capital CorpG7273A105CL A600$5,970<0.1%00.0%不變–
HWCHancock Whitney CorpCOM124$6,000<0.1%+124新進歷史
Epiphany Technology Acquisit29429X109COM CL A600$6,003<0.1%00.0%不變–
NEXINexImmune, Inc.COM25,000$6,077<0.1%−41,214−62.2%減碼歷史
WTFCWintrust Financial CorpCOM72$6,085<0.1%+72新進歷史
CGCCanopy Growth CorpCOM2,678$6,186<0.1%−425−13.7%減碼歷史
BOKFBok Financial CorpCOM NEW60$6,227<0.1%+60新進歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF147$6,247<0.1%00.0%不變–
DARDarling Ingredients Inc.COM100$6,259<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM266$6,290<0.1%00.0%不變歷史
VIPSVipshop Holdings LtdSPONSORED ADS A463$6,315<0.1%+463新進歷史
ANFAbercrombie & Fitch CoCL A280$6,414<0.1%00.0%不變歷史
AXIAYAXIA Energia S.A.SPONSORED ADR835$6,621<0.1%+835新進歷史
ASBAssociated Banc-CorpCOM293$6,765<0.1%+293新進歷史
MELIMercadolibre IncCOM8$6,769<0.1%+8新進歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR285$6,797<0.1%+285新進歷史
PSOPearson PLCSPONSORED ADR604$6,807<0.1%+604新進歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF209$6,888<0.1%00.0%不變–
Centrais Eletricas Brasileir15234Q108SPON ADR PFD B851$6,978<0.1%+851新進–
EXASExact Sciences CorpCOM142$7,030<0.1%00.0%不變歷史
BKRBaker Hughes CoCL A239$7,057<0.1%+193+419.6%加碼歷史
VRTVVeritiv CorpCOM58$7,059<0.1%+1+1.8%加碼歷史
EGPEastgroup Properties IncCOM49$7,254<0.1%+49新進歷史
FSRFisker Inc.CL A COM STK1,000$7,270<0.1%−700−41.2%減碼歷史
CMCanadian Imperial Bank of CommerceCOM180$7,281<0.1%00.0%不變歷史
PCARPaccar IncCOM74$7,323<0.1%+74新進歷史
FLOFlowers Foods IncCOM257$7,386<0.1%+257新進歷史
MAINMain Street Capital CORPCEF200$7,390<0.1%00.0%不變歷史
HYMCWHycroft Mining Holding Corp*W EXP 02/12/202100,000$7,470<0.1%−1,469,832−93.6%減碼歷史
UGIUgi CorpStock202$7,488<0.1%−53−20.8%減碼歷史
RACEFerrari N.V.COM35$7,497<0.1%+15+75.0%加碼歷史
UNVRUnivar Solutions Inc.COM236$7,504<0.1%+236新進歷史
GDSGDS Holdings LtdSPONSORED ADS365$7,526<0.1%−235−39.2%減碼歷史
DOCNDigitalOcean Holdings, Inc.COM300$7,641<0.1%00.0%不變歷史
NTESNetEase, Inc.SPONSORED ADS106$7,698<0.1%+106新進歷史
NGGNational Grid PLCSPONSORED ADR NE128$7,720<0.1%+128新進歷史
GFIGold Fields LtdSPONSORED ADR748$7,741<0.1%+248+49.6%加碼歷史
WPPWPP plcADR158$7,767<0.1%+158新進歷史
WPMWheaton Precious Metals Corp.COM185$7,773<0.1%+185新進歷史
ABSTAbsolute Software CorpCOM746$7,788<0.1%00.0%不變歷史
KTBKontoor Brands, Inc.Stock195$7,798<0.1%00.0%不變歷史
BFAMBright Horizons Family Solutions Inc.COM124$7,824<0.1%+124新進歷史
OPLNOPENLANE, Inc.COM600$7,830<0.1%00.0%不變歷史
LCIDLucid Group, Inc.COM1,150$7,854<0.1%00.0%不變歷史
PARRPar Pacific Holdings, Inc.COM NEW340$7,905<0.1%+340新進歷史
COUPCoupa Software IncCOM100$7,917<0.1%00.0%不變歷史
OKTAOkta, Inc.CL A116$7,926<0.1%−50−30.1%減碼歷史
SWZTotal Return Securities FundCOM1,057$7,990<0.1%00.0%不變歷史
BSTZBlackRock Science & Technology Term TrustSHS BEN INT515$8,054<0.1%+515新進歷史
VNDAVanda Pharmaceuticals Inc.COM1,100$8,129<0.1%00.0%不變歷史
ERICEricsson LM Telephone CoADR B SEK 101,405$8,205<0.1%+19+1.4%加碼歷史
AKROAkero Therapeutics, Inc.COM150$8,220<0.1%00.0%不變歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG108$8,267<0.1%00.0%不變–
KOFCoca Cola Femsa SAB de CVSPONS ADS REP122$8,281<0.1%+122新進歷史
Alps ETF Tr00162Q387OSHARES US QUALT200$8,285<0.1%00.0%不變–
HALHalliburton CoStock212$8,342<0.1%+12+6.0%加碼歷史
TSEMTower Semiconductor LtdSHS NEW195$8,424<0.1%+195新進歷史
AVTRAvantor, Inc.COM400$8,436<0.1%00.0%不變歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME298$8,436<0.1%00.0%不變–
ARK ETF Tr00214Q302GENOMIC REV ETF300$8,469<0.1%00.0%不變–
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -1,014$8,477<0.1%00.0%不變歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF205$8,530<0.1%00.0%不變–
iShares Core MSCI Europe ETF46434V738ETF180$8,550<0.1%00.0%不變–
NBBNuveen Taxable Municipal Income FundCOM538$8,586<0.1%−541−50.1%減碼歷史

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%–