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Livermore
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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2023 年第 4 季持倉

持倉截至 2023/12/31，2024/2/13 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
1,437
較 2023 年第 3 季 −53
總值
$288.2 億
較 2023 年第 3 季 +$17.4 億 (+6.4%)
申報日
2024/2/13
SEC
First Manhattan Co 在 2023 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
FIVEFive Below, IncCOM2$852<0.1%+1+100.0%加碼歷史
OPENOpendoor Technologies Inc.COM200$896<0.1%00.0%不變歷史
LPLALPL Financial Holdings Inc.COM3$910<0.1%+3新進歷史
INTZIntrusion IncCOM NEW3,750$948<0.1%+3,750新進歷史
ALNYAlnylam Pharmaceuticals, Inc.COM4$957<0.1%+4新進歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF20$994<0.1%−71−78.0%減碼–
AQBAquabounty Technologies IncCOM358$1,020<0.1%00.0%不變依 1 比 20 拆股換算歷史
SENEBSeneca Foods CorpCL B20$1,033<0.1%00.0%不變歷史
SENEASeneca Foods CorpCL A20$1,048<0.1%00.0%不變歷史
Schwab Strategic Tr808524862SHT TM US TRES22$1,065<0.1%−126−85.1%減碼–
iShares Tr464288281JPMORGAN USD EMG10$1,068<0.1%00.0%不變–
DKNGDraftKings Inc.Stock31$1,092<0.1%−200−86.6%減碼歷史
WDAYWorkday, Inc.CL A3$1,104<0.1%+1+50.0%加碼歷史
BLDPBallard Power Systems Inc.COM300$1,110<0.1%00.0%不變歷史
RDNRadian Group IncCOM40$1,142<0.1%+40新進歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT60$1,146<0.1%00.0%不變–
Amplify ETF Tr032108854SEYMOUR CANNBS275$1,174<0.1%00.0%不變–
WCNWaste Connections, Inc.COM7$1,194<0.1%+7新進歷史
CROXCrocs, Inc.COM12$1,214<0.1%+12新進歷史
BWABorgwarner IncCOM34$1,218<0.1%+34新進歷史
RJFRaymond James Financial IncCOM11$1,226<0.1%+11新進歷史
CRHCRH Public Ltd CoORD18$1,244<0.1%00.0%不變歷史
NOGNorthern Oil & Gas, Inc.COM34$1,260<0.1%+34新進歷史
Schwab U.S. Large-Cap Value ETF808524409ETF19$1,331<0.1%+19新進–
TAKTakeda Pharmaceutical Co LtdADR94$1,341<0.1%−105−52.8%減碼歷史
NOKNokia CorpSPONSORED ADR400$1,368<0.1%−10−2.4%減碼歷史
ALGNAlign Technology IncCOM5$1,370<0.1%−20−80.0%減碼歷史
WSFSWSFS Financial CorpCOM30$1,377<0.1%00.0%不變歷史
VHCVirnetX Holding CorpCOM200$1,400<0.1%00.0%不變依 1 比 20 拆股換算歷史
EEni SpASPONSORED ADR43$1,462<0.1%00.0%不變歷史
APPNAppian CorpCL A39$1,468<0.1%+39新進歷史
iShares Tr46435U853BROAD USD HIGH41$1,490<0.1%00.0%不變–
iShares Tr464288273EAFE SML CP ETF26$1,609<0.1%00.0%不變–
NNYNuveen New York Municipal Value FundCOM197$1,631<0.1%00.0%不變歷史
MDBMongoDB, Inc.CL A3$1,635<0.1%+2+200.0%加碼歷史
TSITCW Strategic Income Fund IncCOM360$1,652<0.1%00.0%不變歷史
MTGMgic Investment CorpCOM85$1,658<0.1%+85新進歷史
HMCHonda Motor Co LtdADR ECH CNV IN 354$1,669<0.1%00.0%不變歷史
AMSCAmerican Superconductor CorpStock150$1,671<0.1%+150新進歷史
LTHMLivent Corp.COM93$1,672<0.1%00.0%不變歷史
VTGNVistagen Therapeutics, Inc.COM333$1,711<0.1%+333新進歷史
VSTOVista Outdoor Inc.COM58$1,715<0.1%00.0%不變歷史
JQCNuveen Credit Strategies Income FundCOM SHS333$1,738<0.1%00.0%不變歷史
KTBKontoor Brands, Inc.Stock28$1,747<0.1%00.0%不變歷史
OVVOvintiv Inc.COM39$1,756<0.1%+39新進歷史
CERTCertara, Inc.COM100$1,759<0.1%+92+1,150.0%加碼歷史
MFCManulife Financial CorpCOM80$1,768<0.1%−61−43.3%減碼歷史
TENTsakos Energy Navigation LtdSHS80$1,777<0.1%+80新進歷史
ROKURoku, IncCOM CL A20$1,833<0.1%+20新進歷史
ONOn Semiconductor CorpStock22$1,837<0.1%+22新進歷史
AIRSAirsculpt Technologies, Inc.COM250$1,872<0.1%00.0%不變歷史
SLRCSLR Investment Corp.COM125$1,878<0.1%00.0%不變歷史
Lithium Americas Argentina Cor Com Shs53681K100Stock300$1,896<0.1%+300新進–
CLNEClean Energy Fuels Corp.COM500$1,915<0.1%00.0%不變歷史
LACLithium Americas Corp.Stock300$1,920<0.1%00.0%不變歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF48$1,922<0.1%−262−84.5%減碼–
American Centy ETF Tr025072703INTL EQT ETF32$1,933<0.1%+32新進–
IRBTiRobot CorpCOM50$1,935<0.1%00.0%不變歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF73$1,981<0.1%+73新進–
ESCAEscalade IncCOM100$2,009<0.1%00.0%不變歷史
CPACopa Holdings, S.A.CL A19$2,019<0.1%+19新進歷史
MLMoneylion Inc.COMM STK33$2,068<0.1%00.0%不變歷史
JCIJohnson Controls International plcStock35$2,075<0.1%−246−87.5%減碼歷史
QSQuantumScape CorpCOM CL A300$2,085<0.1%00.0%不變歷史
BKRBaker Hughes CoCL A62$2,153<0.1%+16+34.8%加碼歷史
IMOImperial Oil LtdCOM NEW39$2,287<0.1%+39新進歷史
WDSWoodside Energy Group LtdADR111$2,340<0.1%+111新進歷史
WDCWestern Digital CorpCOM46$2,409<0.1%00.0%不變歷史
CAHCardinal Health IncStock23$2,419<0.1%+23新進歷史
NLOPNet Lease Office PropertiesCOM132$2,439<0.1%+132新進歷史
ZIMVZimVie Inc.Stock138$2,449<0.1%00.0%不變歷史
NYTNew York Times CoCL A50$2,449<0.1%00.0%不變歷史
SBACSba Communications CorpCL A10$2,536<0.1%00.0%不變歷史
TERTeradyne, IncStock23$2,604<0.1%−77−77.0%減碼歷史
EVOEvotec SESPONSORED ADS225$2,639<0.1%+225新進歷史
GABGabelli Equity Trust IncCOM521$2,646<0.1%00.0%不變歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF104$2,666<0.1%00.0%不變–
SPHRSphere Entertainment Co.CL A80$2,716<0.1%+80新進歷史
EVVEaton Vance Ltd Duration Income FundCOM285$2,730<0.1%00.0%不變歷史
KDPKeurig Dr Pepper Inc.COM82$2,758<0.1%+82新進歷史
SPBSpectrum Brands Holdings, Inc.COM35$2,871<0.1%+35新進歷史
RQICohen & Steers Quality Income Realty Fund IncCEF235$2,876<0.1%00.0%不變歷史
ARK ETF Tr00214Q5003D PRINTING ETF125$2,906<0.1%00.0%不變–
BWGBrandywineGLOBAL-Global Income Opportunities Fund IncCOM350$2,934<0.1%00.0%不變歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF26$2,965<0.1%00.0%不變–
SPDR Series Trust78468R622ST BLOO HIGH ETF31$3,031<0.1%−1−3.1%減碼–
SJTSan Juan Basin Royalty TrustUNIT BEN INT600$3,048<0.1%00.0%不變歷史
ASIXAdvanSix Inc.COM103$3,085<0.1%−2−1.9%減碼歷史
CHWYChewy, Inc.CL A131$3,095<0.1%−500−79.2%減碼歷史
MELIMercadolibre IncCOM2$3,143<0.1%+2新進歷史
ANDEAndersons, Inc.COM55$3,164<0.1%−280−83.6%減碼歷史
CNACna Financial CorpCOM75$3,173<0.1%00.0%不變歷史
DDD3D Systems CorpCOM NEW500$3,175<0.1%00.0%不變歷史
SLViShares Silver TrustETF150$3,267<0.1%−200−57.1%減碼歷史
Mirion Technologies Inc - US60471A119Warrant / Rights1,610$3,268<0.1%00.0%不變–
MMSMaximus, Inc.COM39$3,270<0.1%+39新進歷史
SIISprott Inc.COM NEW100$3,395<0.1%00.0%不變歷史
PCGPG&E CorpStock191$3,443<0.1%+191新進歷史
Pacer US Cash Cows 100 ETF69374H881ETF67$3,482<0.1%00.0%不變–
HUBSHubSpot IncCOM5$3,483<0.1%+5新進歷史

2023 年第 3 季之後清倉（173 檔）

2023 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 173 檔。

First Manhattan Co 在 2023 年第 3 季之後清倉的部位
證券類別2023 年第 3 季股數2023 年第 3 季市值2023 年第 3 季佔組合 %紀錄
ATVIActivision Blizzard, Inc.COM1,010,972$9,466 萬0.3%歷史
UTHRUnited Therapeutics CorpCOM148,600$3,356 萬0.1%歷史
IMCRImmunocore Holdings plcADS613,749$3,185 萬0.1%歷史
EOLSEvolus, Inc.COM2,287,538$2,091 萬0.1%歷史
IDYAIDEAYA Biosciences, Inc.COM593,065$1,600 萬0.1%歷史
TRVTravelers Companies, Inc.Stock45,844$748.7 萬<0.1%歷史
PLRXPliant Therapeutics, Inc.COM370,200$641.9 萬<0.1%歷史
BCRXBiocryst Pharmaceuticals IncCOM874,840$619.4 萬<0.1%歷史
CRNXCrinetics Pharmaceuticals, Inc.COM152,200$452.6 萬<0.1%歷史
SVRASavara IncCOM1,063,137$401.9 萬<0.1%歷史
KALVKalVista Pharmaceuticals, Inc.COM392,504$378.0 萬<0.1%歷史
FDMT4D Molecular Therapeutics, Inc.COM160,392$204.2 萬<0.1%歷史
METCRamaco Resources, Inc.COM CL A152,350$167.4 萬<0.1%歷史
AMAMAmbrx Biopharma Cayman, Inc.SPONSORED ADS135,003$155.3 萬<0.1%歷史
IGMSIGM Biosciences, Inc.COM172,200$143.8 萬<0.1%歷史
SGENSeagen Inc.COM2,953$62.6 萬<0.1%歷史
PIMCO ETF Tr72201R30415+ YR US TIPS10,245$53.8 萬<0.1%–
ABAlliancebernstein Holding L.P.UNIT LTD PARTN14,000$42.5 萬<0.1%歷史
IRWDIronwood Pharmaceuticals IncCOM CL A28,758$27.7 萬<0.1%歷史
VMWVmware LLCCL A COM1,191$19.8 萬<0.1%歷史
iShares Tr46428743220 YR TR BD ETF2,000$17.7 萬<0.1%–
SYSo-Young International Inc.SPONSORED ADS153,097$16.0 萬<0.1%歷史
REAXReal REMAX Group Inc.COM NEW100,252$14.5 萬<0.1%歷史
WELLWelltower Inc.REIT800$6.55 萬<0.1%歷史
DNAGinkgo Bioworks Holdings, Inc.CL A SHS33,100$5.99 萬<0.1%歷史
MPMP Materials Corp.COM CL A2,500$4.78 萬<0.1%歷史
BRXBrixmor Property Group Inc.COM2,290$4.76 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 262,063$4.67 萬<0.1%–
FHIFederated Hermes, Inc.CL B1,248$4.23 萬<0.1%歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA755$3.80 萬<0.1%–
iShares Inc464286665MSCI PAC JP ETF950$3.78 萬<0.1%–
Global X FDS37954Y624AUTONMOUS EV ETF1,600$3.76 萬<0.1%–
HBIHanesbrands Inc.COM9,324$3.69 萬<0.1%歷史
Global X Lithium & Battery Tech ETF37954Y855ETF600$3.31 萬<0.1%–
NEXINexImmune, Inc.COM149,110$3.13 萬<0.1%歷史
iShares Inc464286103MSCI AUST ETF1,300$2.80 萬<0.1%–
iShares Tr464287390LATN AMER 40 ETF1,000$2.56 萬<0.1%–
NXSTNexstar Media Group, Inc.COMMON STOCK167$2.39 萬<0.1%歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,555$2.38 萬<0.1%歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF667$2.16 萬<0.1%–
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET253$2.13 萬<0.1%歷史
OCOwens CorningStock140$1.91 萬<0.1%歷史
AAAlcoa CorpStock651$1.89 萬<0.1%歷史
USOUnited States Oil Fund, LPUNITS230$1.86 萬<0.1%歷史
iShares Tr464288638ISHS 5-10YR INVT375$1.82 萬<0.1%–
VanEck ETF Trust92189F429PREFERRED SECURT1,000$1.68 萬<0.1%–
iShares Tips Bond ETF464287176ETF160$1.66 萬<0.1%–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF470$1.65 萬<0.1%–
Spring Valley Acquistn CorpG83752124UNIT 10/12/20271,500$1.64 萬<0.1%–
ESABESAB CorpCOM233$1.64 萬<0.1%歷史
GRMNGarmin LtdSHS144$1.51 萬<0.1%歷史
iShares Inc46434G780MSCI SINGPOR ETF750$1.38 萬<0.1%–
CPNGCoupang, Inc.CL A800$1.36 萬<0.1%歷史
CHRSCoherus Oncology, Inc.COM3,500$1.31 萬<0.1%歷史
SAMBoston Beer Co IncCL A33$1.29 萬<0.1%歷史
Global X FDS37954Y657US PFD ETF660$1.24 萬<0.1%–
Invesco Exchange Traded FD T46137V142WATER RES ETF231$1.23 萬<0.1%–
iShares Inc464286707MSCI FRANCE ETF338$1.20 萬<0.1%–
CATOCato CorpCL A1,500$1.15 萬<0.1%歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF171$1.14 萬<0.1%–
PFGPrincipal Financial Group IncCOM158$1.14 萬<0.1%歷史
TSCOTractor Supply CoCOM55$1.12 萬<0.1%歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT1,000$1.10 萬<0.1%歷史
CPAYCorpay, Inc.COM43$1.10 萬<0.1%歷史
ALEXAlexander & Baldwin, Inc.COM600$1.00 萬<0.1%歷史
BEAMBeam Therapeutics Inc.COM400$9,620<0.1%歷史
Invesco Exch Traded FD Tr II46138E180S&P SMLCP DISC113$9,600<0.1%–
THCTenet Healthcare CorpCOM NEW145$9,554<0.1%歷史
FNLCFirst Bancorp, IncCOM400$9,400<0.1%歷史
iShares Tr464287697U.S. UTILITS ETF119$8,829<0.1%–
ICLRIcon PLCCOM38$7,971<0.1%歷史
WASHWashington Trust Bancorp IncCOM300$7,898<0.1%歷史
PVBCProvident Bancorp, Inc.COM NEW808$7,829<0.1%歷史
LVSLas Vegas Sands CorpCOM150$6,876<0.1%歷史
ENPHEnphase Energy, Inc.Stock50$6,007<0.1%歷史
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL59$5,868<0.1%–
HRBH&R Block IncCOM133$5,726<0.1%歷史
DFINDonnelley Financial Solutions, Inc.COM100$5,628<0.1%歷史
ETF Managers Tr26924G201PRIME CYBR SCRTY106$5,469<0.1%–
MLPMaui Land & Pineapple Co IncCOM400$5,300<0.1%歷史
CARSCars.com Inc.COM299$5,041<0.1%歷史
GTGoodyear Tire & Rubber CoCOM400$4,972<0.1%歷史
Invesco Exch Traded FD Tr II46138E149S&P SMLCP HELT132$4,956<0.1%–
OROR Royalties Inc.COM400$4,700<0.1%歷史
CEQPCrestwood Equity Partners LPUNIT LTD PARTNER157$4,592<0.1%歷史
UNBUnion Bankshares IncCOM200$4,294<0.1%歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF93$4,187<0.1%–
TRUTransUnionCOM55$3,948<0.1%歷史
XRXXerox Holdings CorpCOM NEW250$3,922<0.1%歷史
GHLGreenhill & Co IncCOM250$3,700<0.1%歷史
TBNKTerritorial Bancorp Inc.COM400$3,636<0.1%歷史
MMacy's, Inc.COM300$3,483<0.1%歷史
WisdomTree Tr97717Y691CLOUD COMPUTNG111$3,288<0.1%–
AZEKAZEK Co Inc.CL A102$3,033<0.1%歷史
CALYCallaway Golf CoCOM200$2,768<0.1%歷史
FERGFerguson Enterprises Inc.SHS16$2,631<0.1%歷史
BTUPeabody Energy CorpCOM100$2,599<0.1%歷史
Orla MNG Ltd New68634K106COM715$2,552<0.1%–
UGIUgi CorpStock104$2,392<0.1%歷史
AVYAvery Dennison CorpCOM13$2,374<0.1%歷史