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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
MAINMain Street Capital CORPCEF200$8,646<0.1%00.0%不變歷史
CELHCelsius Holdings, Inc.COM NEW162$8,832<0.1%+162新進歷史
NEWTNewtekOne, Inc.COM NEW654$9,025<0.1%+654新進歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME298$9,145<0.1%00.0%不變–
ABEVAmbev S.A.SPONSORED ADR3,270$9,156<0.1%+3,270新進歷史
CCLCarnival Corp Ltd.UNIT 99/99/9999500$9,270<0.1%00.0%不變歷史
UFIUnifi IncCOM NEW1,400$9,324<0.1%00.0%不變歷史
TSNTyson Foods, Inc.Stock174$9,406<0.1%+24+16.0%加碼歷史
Vanguard Energy ETF92204A306ETF81$9,499<0.1%+81新進–
CNXCNX Resources CorpCOM475$9,500<0.1%+200+72.7%加碼歷史
EQCEQC Liquidating TrustCOM SH BEN INT500$9,600<0.1%00.0%不變歷史
NRONeuberger Real Estate Securities Income Fund IncCOM3,028$9,659<0.1%00.0%不變歷史
ELSEquity Lifestyle Properties IncCOM137$9,663<0.1%00.0%不變歷史
CPECallon Petroleum CoCOM300$9,720<0.1%00.0%不變歷史
CUBECubeSmartREIT212$9,826<0.1%00.0%不變歷史
iShares Russell 2000 Growth ETF464287648ETF39$9,836<0.1%00.0%不變–
ARK ETF Tr00214Q302GENOMIC REV ETF300$9,843<0.1%00.0%不變–
REZIResideo Technologies, Inc.Stock524$9,861<0.1%−4−0.8%減碼歷史
SWIMLatham Group, Inc.COM3,750$9,862<0.1%+3,750新進歷史
RBGLYReckitt Benckiser Group PLCCOM719$9,879<0.1%+147+25.7%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR338$9,900<0.1%−1,662−83.1%減碼歷史
MTZMastec IncCOM131$9,919<0.1%00.0%不變歷史
Flagstar Bank, National Association649445103COM977$9,994<0.1%+977新進–
SLGSL Green Realty CorpCOM224$1.01 萬<0.1%00.0%不變歷史
BEEPMobile Infrastructure CorpCOM SHS2,500$1.01 萬<0.1%+2,500新進歷史
FBINFortune Brands Innovations, Inc.COM134$1.02 萬<0.1%00.0%不變歷史
iShares Tr464287192US TRSPRTION39$1.02 萬<0.1%00.0%不變–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG105$1.03 萬<0.1%−4−3.7%減碼–
LOVSpark Networks SESPONSORED ADR2,601,200$1.03 萬<0.1%+2,601,200新進歷史
RESRPC IncCOM1,462$1.06 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R101ST SHO TREAS ETF367$1.07 萬<0.1%+367新進–
BBTBeacon Financial CorpCOM430$1.07 萬<0.1%−700−61.9%減碼歷史
ADArray Digital Infrastructure, Inc.COM258$1.07 萬<0.1%00.0%不變歷史
SNAPSnap IncStock636$1.08 萬<0.1%+11+1.8%加碼歷史
RVTYRevvity, Inc.COM100$1.09 萬<0.1%00.0%不變歷史
DOCNDigitalOcean Holdings, Inc.COM300$1.10 萬<0.1%−5−1.6%減碼歷史
Danone Sponsored ADR23636T100COM850$1.10 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW60$1.10 萬<0.1%−850−93.4%減碼–
AUAngloGold Ashanti PLCCOM SHS600$1.12 萬<0.1%00.0%不變歷史
QRVOQorvo, Inc.Stock100$1.13 萬<0.1%00.0%不變歷史
FSPFranklin Street Properties CorpCOM4,500$1.15 萬<0.1%00.0%不變歷史
DISHDISH Network CORPCL A2,000$1.15 萬<0.1%00.0%不變歷史
VSTVistra Corp.Stock300$1.16 萬<0.1%00.0%不變歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF229$1.16 萬<0.1%00.0%不變–
ACADAcadia Pharmaceuticals IncCOM375$1.17 萬<0.1%00.0%不變歷史
Vanguard World FD921910733ESG US STK ETF140$1.19 萬<0.1%00.0%不變–
BIDUBaidu, Inc.ADR100$1.19 萬<0.1%−3,500−97.2%減碼歷史
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT300$1.19 萬<0.1%00.0%不變歷史
NRGNRG Energy, Inc.Stock231$1.19 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A789ST STR SP INS270$1.22 萬<0.1%00.0%不變–
Flexshares Tr33939L860QUALT DIVD IDX200$1.23 萬<0.1%00.0%不變–
ANGIAngi Inc.COM CL A NEW5,000$1.25 萬<0.1%−5,000−50.0%減碼歷史
GTXGarrett Motion Inc.Stock1,292$1.25 萬<0.1%00.0%不變歷史
SSPE.W. Scripps CoCL A NEW1,565$1.25 萬<0.1%00.0%不變歷史
UTZUtz Brands, Inc.COM CL A775$1.26 萬<0.1%00.0%不變歷史
WECWec Energy Group, Inc.Stock150$1.26 萬<0.1%00.0%不變歷史
ORIOld Republic International CorpCOM410$1.28 萬<0.1%−24−5.5%減碼歷史
FNBFNB CorpCOM934$1.29 萬<0.1%00.0%不變歷史
FASTFastenal CoStock200$1.30 萬<0.1%+200新進歷史
MBLYMobileye Global Inc.Stock300$1.30 萬<0.1%00.0%不變歷史
LECOLincoln Electric Holdings IncCOM60$1.30 萬<0.1%00.0%不變歷史
ENOVEnovis CORPCOM233$1.31 萬<0.1%00.0%不變歷史
Alps ETF Tr00162Q593MED BREAKTHGH400$1.32 萬<0.1%00.0%不變–
Schwab U.S. Broad Market ETF808524102ETF213$1.32 萬<0.1%−25−10.5%減碼–
BATRKAtlanta Braves Holdings, Inc.COM SER C336$1.33 萬<0.1%−1,473−81.4%減碼歷史
PVHPVH Corp.COM111$1.36 萬<0.1%00.0%不變歷史
iShares Inc464286806MSCI GERMANY ETF457$1.36 萬<0.1%00.0%不變–
VRNSVaronis Systems IncCOM300$1.36 萬<0.1%00.0%不變歷史
AVTRAvantor, Inc.COM600$1.37 萬<0.1%00.0%不變歷史
iShares Tr464288760US AER DEF ETF109$1.38 萬<0.1%00.0%不變–
PRUPrudential Financial IncStock135$1.40 萬<0.1%+4+3.1%加碼歷史
ILMNIllumina, Inc.COM103$1.43 萬<0.1%−51−33.1%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF188$1.47 萬<0.1%+65+52.8%加碼–
LDPCohen & Steers Ltd Duration Preferred & Income Fund, Inc.COM800$1.47 萬<0.1%00.0%不變歷史
ARMKAramarkCOM525$1.48 萬<0.1%00.0%不變歷史
UBSIUnited Bankshares IncCOM393$1.48 萬<0.1%00.0%不變歷史
HRIHerc Holdings IncCOM100$1.49 萬<0.1%00.0%不變歷史
VLOValero Energy CorpStock115$1.50 萬<0.1%−5−4.2%減碼歷史
Renaissance Cap Greenwich FD759937204IPO ETF400$1.51 萬<0.1%00.0%不變–
TSEMTower Semiconductor LtdSHS NEW500$1.53 萬<0.1%−195−28.1%減碼歷史
UDRUDR, Inc.COM400$1.53 萬<0.1%00.0%不變歷史
VODVodafone Group Public Ltd CoADR1,794$1.56 萬<0.1%+279+18.4%加碼歷史
ABRArbor Realty Trust IncCOM1,055$1.60 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF635$1.61 萬<0.1%+635新進–
BMIBadger Meter IncCOM105$1.62 萬<0.1%00.0%不變歷史
WYNNWynn Resorts LtdCOM179$1.63 萬<0.1%+179新進歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF236$1.64 萬<0.1%+236新進–
PCHPotlatchdeltic CorpCOM338$1.66 萬<0.1%00.0%不變歷史
WULFTerawulf Inc.COM6,950$1.67 萬<0.1%00.0%不變歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF101$1.68 萬<0.1%+7+7.4%加碼–
ARCArc Document Solutions, Inc.COM5,200$1.71 萬<0.1%00.0%不變歷史
DVADavita Inc.COM163$1.71 萬<0.1%00.0%不變歷史
TPHSTrinity Place Holdings Inc.COM154,640$1.72 萬<0.1%00.0%不變歷史
PRPLPurple Innovation, Inc.COM16,760$1.73 萬<0.1%+7,760+86.2%加碼歷史
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT1,069$1.73 萬<0.1%−4−0.4%減碼歷史
FEFirstenergy CorpCOM478$1.75 萬<0.1%+6+1.3%加碼歷史
FSLRFirst Solar, Inc.Stock101$1.76 萬<0.1%+1+1.0%加碼歷史
iShares Tr464287374NORTH AMERN NAT426$1.76 萬<0.1%−6−1.4%減碼–
BF.BBrown Forman CorpStock312$1.78 萬<0.1%00.0%不變歷史
iShares Inc46434G848MSCI GBL ETF NEW410$1.79 萬<0.1%+410新進–

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