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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2023 年第 2 季持倉

持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
1,426
較 2023 年第 1 季 −92
總值
$273.0 億
較 2023 年第 1 季 +$12.2 億 (+4.7%)
申報日
2023/8/14
SEC
First Manhattan Co 在 2023 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
ALXAlexanders IncCOM217$3.99 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33734H106SHS1,000$4.01 萬<0.1%00.0%不變–
ZIMZIM Integrated Shipping Services Ltd.SHS3,250$4.03 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS700$4.04 萬<0.1%00.0%不變–
UBSUBS Group AGStock2,000$4.05 萬<0.1%−506−20.2%減碼歷史
ADSKAutodesk, Inc.COM200$4.09 萬<0.1%00.0%不變歷史
OTLYOatly Group ABSPONSORED ADS20,000$4.10 萬<0.1%00.0%不變歷史
DNBDun & Bradstreet Holdings, Inc.COM3,550$4.11 萬<0.1%00.0%不變歷史
KRCKilroy Realty CorpCOM1,375$4.14 萬<0.1%00.0%不變歷史
iShares S&P 100 ETF464287101ETF200$4.14 萬<0.1%00.0%不變–
FRPHFRP Holdings, Inc.COM720$4.14 萬<0.1%00.0%不變歷史
Global X FDS37954Y624AUTONMOUS EV ETF1,600$4.17 萬<0.1%00.0%不變–
NEXINexImmune, Inc.COM149,110$4.20 萬<0.1%00.0%不變歷史
VNTVontier CorpStock1,321$4.25 萬<0.1%00.0%不變歷史
DNOWDNOW Inc.COM4,115$4.26 萬<0.1%00.0%不變歷史
iShares Tr464288836U.S. PHARMA ETF240$4.30 萬<0.1%00.0%不變–
OKTAOkta, Inc.CL A622$4.31 萬<0.1%+82+15.2%加碼歷史
FISFidelity National Information Services, Inc.Stock791$4.33 萬<0.1%+92+13.2%加碼歷史
iShares Tr464287291GLOBAL TECH ETF696$4.33 萬<0.1%00.0%不變–
KRPKimbell Royalty Partners, LPUNIT2,945$4.33 萬<0.1%00.0%不變歷史
MPTMedical Properties Trust IncCOM4,700$4.35 萬<0.1%00.0%不變歷史
iShares Tr464287721U.S. TECH ETF400$4.35 萬<0.1%00.0%不變–
ALGNAlign Technology IncCOM126$4.46 萬<0.1%+15+13.5%加碼歷史
GRSDGRANDSTAND LtdORDINARY SHARES4,432$4.54 萬<0.1%00.0%不變歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT3,100$4.57 萬<0.1%00.0%不變歷史
BIIBBiogen Inc.COM161$4.59 萬<0.1%00.0%不變歷史
KLACKLA CorpCOM NEW95$4.61 萬<0.1%00.0%不變歷史
iShares S&P 500 Value ETF464287408ETF288$4.64 萬<0.1%00.0%不變–
SUSuncor Energy IncStock1,608$4.71 萬<0.1%+658+69.3%加碼歷史
SMGScotts Miracle-Gro CoStock760$4.76 萬<0.1%00.0%不變歷史
SBOWSilverbow Resources, Inc.COM1,659$4.83 萬<0.1%00.0%不變歷史
JOEST JOE CoCOM1,000$4.83 萬<0.1%00.0%不變歷史
USFDUS Foods Holding Corp.COM1,100$4.84 萬<0.1%00.0%不變歷史
RXORXO, Inc.COMMON STOCK2,150$4.87 萬<0.1%00.0%不變歷史
FHNFirst Horizon CorpCOM4,326$4.88 萬<0.1%−11,756−73.1%減碼歷史
Global X Lithium & Battery Tech ETF37954Y855ETF750$4.88 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF300$4.91 萬<0.1%00.0%不變–
PAYCPaycom Software, Inc.Stock155$4.98 萬<0.1%00.0%不變歷史
DELLDell Technologies Inc.Stock926$5.01 萬<0.1%00.0%不變歷史
BRXBrixmor Property Group Inc.COM2,290$5.04 萬<0.1%00.0%不變歷史
MRVLMarvell Technology, Inc.COM843$5.04 萬<0.1%+143+20.4%加碼歷史
CNPCenterpoint Energy IncCOM1,762$5.14 萬<0.1%00.0%不變歷史
JOUTJohnson Outdoors IncCL A850$5.22 萬<0.1%00.0%不變歷史
HIWHighwoods Properties, Inc.COM2,200$5.26 萬<0.1%00.0%不變歷史
INTUIntuit Inc.Stock115$5.27 萬<0.1%−13−10.2%減碼歷史
iShares Inc464286608MSCI EURZONE ETF1,150$5.27 萬<0.1%−90−7.3%減碼–
CALCCalciMedica, Inc.COM NEW13,226$5.30 萬<0.1%+13,226新進歷史
STWDStarwood Property Trust, Inc.COM2,750$5.33 萬<0.1%+1,600+139.1%加碼歷史
iShares Tr46434V456MSCI INTL QUALTY1,500$5.34 萬<0.1%+1,500新進–
FICOFair Isaac CorpCOM66$5.34 萬<0.1%+50+312.5%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF388$5.38 萬<0.1%−1,224−75.9%減碼–
BNTXBioNTech SESPONSORED ADS500$5.40 萬<0.1%00.0%不變歷史
Mogo Inc60800C109COM79,200$5.40 萬<0.1%−10,000−11.2%減碼–
IPARInterparfums IncCOM400$5.41 萬<0.1%−1,400−77.8%減碼歷史
CNRCore Natural Resources, Inc.COM803$5.45 萬<0.1%00.0%不變歷史
TGNATegna IncCOM3,366$5.47 萬<0.1%00.0%不變歷史
CAGConagra Brands Inc.Stock1,634$5.51 萬<0.1%00.0%不變歷史
CUZCousins Properties IncCOM NEW2,425$5.53 萬<0.1%00.0%不變歷史
SSDSimpson Manufacturing Co., Inc.COM400$5.54 萬<0.1%00.0%不變歷史
ALVAutoliv IncCOM653$5.55 萬<0.1%00.0%不變歷史
EXPDExpeditors International of Washington IncCOM460$5.57 萬<0.1%00.0%不變歷史
EEFTEuronet Worldwide, Inc.COM475$5.58 萬<0.1%00.0%不變歷史
TTETotalEnergies SESPONSORED ADS972$5.60 萬<0.1%+348+55.8%加碼歷史
WSOWatsco IncCOM147$5.61 萬<0.1%+37+33.6%加碼歷史
DERMJourney Medical CorpCOM35,294$5.61 萬<0.1%00.0%不變歷史
FITBFifth Third BancorpCOM2,150$5.64 萬<0.1%00.0%不變歷史
SHOPShopify Inc.Stock880$5.68 萬<0.1%00.0%不變歷史
MPMP Materials Corp.COM CL A2,500$5.72 萬<0.1%00.0%不變歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B2,644$5.72 萬<0.1%00.0%不變歷史
HBIHanesbrands Inc.COM12,628$5.73 萬<0.1%−1,998−13.7%減碼歷史
PODDInsulet CorpStock199$5.74 萬<0.1%00.0%不變歷史
TWITitan International IncCOM5,000$5.74 萬<0.1%+5,000新進歷史
TDSTelephone & Data Systems IncCOM NEW7,052$5.80 萬<0.1%−43,827−86.1%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM1,050$5.81 萬<0.1%00.0%不變–
CDWCDW CorpCOM319$5.85 萬<0.1%−625−66.2%減碼歷史
DFSDiscover Financial ServicesCOM510$5.96 萬<0.1%−17−3.2%減碼歷史
LRCXLam Research CorpCOM93$5.98 萬<0.1%+30+47.6%加碼歷史
iShares MSCI Eafe ETF464287465ETF826$5.99 萬<0.1%−1,476−64.1%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF559$6.00 萬<0.1%00.0%不變–
DNAGinkgo Bioworks Holdings, Inc.CL A SHS33,100$6.16 萬<0.1%00.0%不變歷史
JHGJanus Henderson Group Ltd.ORD SHS2,265$6.17 萬<0.1%00.0%不變歷史
SONSonoco Products CoCOM1,050$6.20 萬<0.1%−11,000−91.3%減碼歷史
FNFFidelity National Financial, Inc.COM SHS1,735$6.25 萬<0.1%−1,171−40.3%減碼歷史
SONYSony Group CorpSPONSORED ADR713$6.42 萬<0.1%−2,000−73.7%減碼歷史
APAAPA CorpStock1,881$6.43 萬<0.1%00.0%不變歷史
MEDMedifast IncCOM700$6.45 萬<0.1%00.0%不變歷史
iShares Tr464288885EAFE GRWTH ETF677$6.46 萬<0.1%00.0%不變–
TRIPTripAdvisor, Inc.COM3,950$6.51 萬<0.1%00.0%不變歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR2,000$6.64 萬<0.1%−2,150−51.8%減碼歷史
INDVIndivior Pharmaceuticals, Inc.ORD2,795$6.65 萬<0.1%+2,795新進歷史
DLRDigital Realty Trust, Inc.COM591$6.73 萬<0.1%−17,708−96.8%減碼歷史
LUMNLumen Technologies, Inc.Stock30,024$6.79 萬<0.1%−1,284−4.1%減碼歷史
SMTISanara MedTech Inc.COM1,700$6.82 萬<0.1%00.0%不變歷史
ZMZoom Communications, Inc.Stock1,007$6.84 萬<0.1%+73+7.8%加碼歷史
TEAMAtlassian CorpCL A408$6.85 萬<0.1%00.0%不變歷史
iShares Tr464287556ISHARES BIOTECH540$6.86 萬<0.1%00.0%不變–
YETIYETI Holdings, Inc.COM1,775$6.89 萬<0.1%00.0%不變歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF2,056$6.93 萬<0.1%+213+11.6%加碼–
Brookfield Business PartnersG16234109UNIT LTD L P4,027$6.94 萬<0.1%−3,977−49.7%減碼–
WDAYWorkday, Inc.CL A311$7.03 萬<0.1%+131+72.8%加碼歷史

2023 年第 1 季之後清倉（163 檔）

2023 年第 1 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 163 檔。

First Manhattan Co 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
ENTAEnanta Pharmaceuticals IncCOM263,375$1,065 萬<0.1%歷史
AGFSAgroFresh Solutions, Inc.COM1,216,071$364.8 萬<0.1%歷史
ESIElement Solutions IncCOM148,150$286.1 萬<0.1%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF24,481$224.8 萬<0.1%–
PDSBPDS Biotechnology CorpCOM271,576$167.0 萬<0.1%歷史
AFGAmerican Financial Group IncCOM10,322$125.4 萬<0.1%歷史
ABBNYABB LtdSPONSORED ADR20,200$69.3 萬<0.1%歷史
VRSKVerisk Analytics, Inc.COM3,600$69.1 萬<0.1%歷史
TRIThomson Reuters CorpCOM NEW3,850$50.1 萬<0.1%歷史
KEXKirby CorpCOM9,808$49.8 萬<0.1%歷史
iShares Tr46429B671MSCI CHINA ETF6,415$32.0 萬<0.1%–
DBX ETF Tr233051879XTRACK HRVST CSI10,600$31.2 萬<0.1%–
SPBSpectrum Brands Holdings, Inc.COM4,546$30.1 萬<0.1%歷史
MBIMbia IncCOM32,000$29.6 萬<0.1%歷史
LBAILakeland Bancorp IncCOM17,800$27.8 萬<0.1%歷史
CBAYCymaBay Therapeutics, Inc.COM25,000$21.8 萬<0.1%歷史
CAHCardinal Health IncStock2,800$21.1 萬<0.1%歷史
WWWWolverine World Wide IncCOM12,000$20.5 萬<0.1%歷史
BANCBanc of California, Inc.COM15,000$18.8 萬<0.1%歷史
HRBH&R Block IncCOM5,000$17.6 萬<0.1%歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR17,100$17.1 萬<0.1%歷史
WTSWatts Water Technologies IncCL A1,000$16.8 萬<0.1%歷史
ANAutonation, Inc.COM1,247$16.8 萬<0.1%歷史
FFICFlushing Financial CorpCOM10,009$14.9 萬<0.1%歷史
GPCGenuine Parts CoStock800$13.4 萬<0.1%歷史
GATXGatx CorpCOM1,200$13.2 萬<0.1%歷史
IGIWestern Asset Investment Grade Opportunity Trust Inc.COM7,500$12.7 萬<0.1%歷史
TFXTeleflex IncCOM500$12.7 萬<0.1%歷史
FLOFlowers Foods IncCOM4,050$11.1 萬<0.1%歷史
PIPRPiper Sandler CompaniesCOM800$11.1 萬<0.1%歷史
SSNCSS&C Technologies Holdings IncCOM1,816$10.3 萬<0.1%歷史
Principal Exchange Traded FD74255Y888SPECTRUM PFD6,000$10.2 萬<0.1%–
BCEBce IncCOM NEW2,000$8.96 萬<0.1%歷史
iShares Tr464288802ESG OPTIMIZED1,000$8.78 萬<0.1%–
SSTISoundthinking, Inc.COM2,000$7.86 萬<0.1%歷史
SPDR Ser Tr78464A813S&P 600 SML CAP930$7.81 萬<0.1%–
RHPRyman Hospitality Properties, Inc.COM792$7.11 萬<0.1%歷史
KDPKeurig Dr Pepper Inc.COM1,994$7.03 萬<0.1%歷史
NFGNational Fuel Gas CoStock1,200$6.93 萬<0.1%歷史
iShares Russell Mid-Cap Growth ETF464287481ETF723$6.58 萬<0.1%–
MYDBlackRock Muniyield Fund, Inc.COM5,929$6.37 萬<0.1%歷史
AVYAvery Dennison CorpCOM300$5.37 萬<0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND262$5.36 萬<0.1%–
SORSource CapitalCOM1,293$4.89 萬<0.1%歷史
BGBunge Global SACOM500$4.78 萬<0.1%歷史
Vanguard Energy ETF92204A306ETF400$4.57 萬<0.1%–
CXTCrane NXT, Co.COM400$4.54 萬<0.1%歷史
Alps ETF Tr00162Q205EQUAL SEC ETF430$4.28 萬<0.1%–
TRPTC Energy CorpCOM1,039$4.04 萬<0.1%歷史
ESSEssex Property Trust, Inc.COM185$3.87 萬<0.1%歷史
CNHCNH Industrial N.V.SHS2,500$3.82 萬<0.1%歷史
GEFGreif, IncCL A600$3.80 萬<0.1%歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN1,000$3.66 萬<0.1%歷史
DOCUDocuSign, Inc.Stock625$3.64 萬<0.1%歷史
ProShares Tr74348A467S&P 500 DV ARIST392$3.58 萬<0.1%–
VVVValvoline IncCOM1,000$3.49 萬<0.1%歷史
FLSFlowserve CorpCOM900$3.06 萬<0.1%歷史
GTGoodyear Tire & Rubber CoCOM2,699$2.97 萬<0.1%歷史
EPCEdgewell Personal Care CoCOM700$2.97 萬<0.1%歷史
HQHabrdn Healthcare InvestorsSH BEN INT1,484$2.62 萬<0.1%歷史
Paramount Global92556H107CL A1,000$2.58 萬<0.1%–
First BK Williamstown New Je31931U102COM2,548$2.57 萬<0.1%–
ENREnergizer Holdings, Inc.COM700$2.43 萬<0.1%歷史
SBGISinclair, Inc.CL A1,400$2.40 萬<0.1%歷史
MODModine Manufacturing CoCOM1,000$2.31 萬<0.1%歷史
KAMNKAMAN CorpCOM1,000$2.29 萬<0.1%歷史
MYEMyers Industries IncCOM1,000$2.14 萬<0.1%歷史
SPDR Index Shs FDS78463X426MSCI EMRG MKTS379$2.11 萬<0.1%–
ADCAgree Realty CorpCOM300$2.06 萬<0.1%歷史
HYHyster-Yale, Inc.CL A400$2.00 萬<0.1%歷史
IBNIcici Bank LtdADR923$1.99 萬<0.1%歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW11507$1.98 萬<0.1%歷史
HNVRHanover Bancorp, Inc.COM NEW1,000$1.80 萬<0.1%歷史
RDYDr Reddys Laboratories LtdADR308$1.75 萬<0.1%歷史
OSHOak Street Health, Inc.COM438$1.69 萬<0.1%歷史
HOGHarley-Davidson, Inc.COM440$1.67 萬<0.1%歷史
FRGIFiesta Restaurant Group, Inc.COM2,000$1.64 萬<0.1%歷史
PDCOPatterson Companies, Inc.COM600$1.61 萬<0.1%歷史
INFYInfosys LtdSPONSORED ADR903$1.57 萬<0.1%歷史
GGenpact LTDSHS337$1.56 萬<0.1%歷史
WFWoori Financial Group Inc.SPONSORED ADS590$1.55 萬<0.1%歷史
HSTHost Hotels & Resorts, Inc.COM936$1.54 萬<0.1%歷史
DNPDNP Select Income Fund IncCOM1,346$1.48 萬<0.1%歷史
Cyberark Software LtdM2682V108SHS100$1.48 萬<0.1%–
INGING Groep NVSPONSORED ADR1,244$1.48 萬<0.1%歷史
PDIPIMCO Dynamic Income FundSHS818$1.47 萬<0.1%歷史
MPXMarine Products Group, LLCCOM1,106$1.46 萬<0.1%歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD529$1.43 萬<0.1%歷史
SPTSprout Social, Inc.COM CL A227$1.38 萬<0.1%歷史
LSTRLandstar System IncCOM75$1.34 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD873$1.29 萬<0.1%–
Global X FDS37954Y715RBTCS ARTFL INTE480$1.22 萬<0.1%–
BATRAAtlanta Braves Holdings, Inc.COM A BRAVES GRP334$1.15 萬<0.1%歷史
FNWBFirst Northwest BancorpCOM1,000$1.15 萬<0.1%歷史
INVXInnovex International, Inc.COM400$1.15 萬<0.1%歷史
DSLDoubleLine Income Solutions FundCOM1,000$1.14 萬<0.1%歷史
TSTenaris SASPONSORED ADS367$1.04 萬<0.1%歷史
BCSBarclays PLCADR1,445$1.04 萬<0.1%歷史
MPLXMPLX LPCOM UNIT REP LTD299$1.03 萬<0.1%歷史
WSCWillScot Holdings CorpCOM CL A216$1.01 萬<0.1%歷史