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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
ZZillow Group, Inc.CL C CAP STK311$1.80 萬<0.1%00.0%不變歷史
WisdomTree Tr97717Y790US EFFIC CORE FD460$1.81 萬<0.1%00.0%不變–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF560$1.83 萬<0.1%00.0%不變–
NGGNational Grid PLCSPONSORED ADR NE265$1.84 萬<0.1%+265新進歷史
SPLKSplunk IncCOM122$1.86 萬<0.1%00.0%不變歷史
LYBLyondellBasell Industries N.V.SHS - A -201$1.91 萬<0.1%+201新進歷史
INVAInnoviva, Inc.COM1,200$1.92 萬<0.1%00.0%不變歷史
CMCanadian Imperial Bank of CommerceCOM400$1.93 萬<0.1%+220+122.2%加碼歷史
LWLamb Weston Holdings, Inc.Stock179$1.93 萬<0.1%00.0%不變歷史
iShares U.S. Medical Devices ETF464288810ETF360$1.94 萬<0.1%+360新進–
State Street Materials Select Sector SPDR ETF81369Y100ETF229$1.96 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V696DYNMC MEDIA509$1.98 萬<0.1%−4−0.8%減碼–
JPMorgan Chase & Co46625H365ALERIAN ML ETN800$2.03 萬<0.1%00.0%不變–
UALUnited Airlines Holdings, Inc.COM500$2.06 萬<0.1%+500新進歷史
GROVGrove Collaborative Holdings, Inc.COM CL A11,662$2.06 萬<0.1%00.0%不變歷史
BCATBlackRock Capital Allocation Term TrustCOM1,387$2.08 萬<0.1%−6−0.4%減碼歷史
iShares Tr464288356CALIF MUN BD ETF361$2.09 萬<0.1%00.0%不變–
ELLOEllomay Capital Ltd.SHS1,400$2.09 萬<0.1%+1,400新進歷史
SLVMSylvamo CorpCOMMON STOCK425$2.10 萬<0.1%−2−0.5%減碼歷史
JDJD.com, Inc.SPON ADS CL A750$2.17 萬<0.1%00.0%不變歷史
KEPKorea Electric Power CorpSPONSORED ADR3,000$2.17 萬<0.1%00.0%不變歷史
Amplify ETF Tr032108409CWP ENHANCED DIV601$2.20 萬<0.1%00.0%不變–
LYGLloyds Banking Group plcSPONSORED ADR9,229$2.21 萬<0.1%00.0%不變歷史
CLBCore Laboratories Inc.COM1,250$2.21 萬<0.1%00.0%不變歷史
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM1,000$2.23 萬<0.1%00.0%不變歷史
REALTheRealReal, Inc.COM11,172$2.25 萬<0.1%00.0%不變歷史
Dimensional Emerging Core Equity Market ETF25434V302ETF932$2.25 萬<0.1%00.0%不變–
URGNUroGen Pharma Ltd.COM1,500$2.25 萬<0.1%+500+50.0%加碼歷史
BASECouchbase, Inc.COM1,000$2.25 萬<0.1%00.0%不變歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF204$2.28 萬<0.1%−47−18.7%減碼–
CHKPCheck Point Software Technologies LtdORD150$2.29 萬<0.1%00.0%不變歷史
MPTMedical Properties Trust IncCOM4,700$2.31 萬<0.1%00.0%不變歷史
BHPBHP Group LtdADR338$2.31 萬<0.1%+338新進歷史
CCChemours CoStock720$2.31 萬<0.1%−12−1.6%減碼歷史
VREXVarex Imaging CorpCOM1,130$2.32 萬<0.1%00.0%不變歷史
Alps ETF Tr00162Q361OSHS GBL INTER635$2.32 萬<0.1%00.0%不變–
BIIBBiogen Inc.COM90$2.33 萬<0.1%−70−43.8%減碼歷史
WUWestern Union COStock1,975$2.35 萬<0.1%−2,200−52.7%減碼歷史
OTLYOatly Group ABSPONSORED ADS20,000$2.36 萬<0.1%00.0%不變歷史
TPRTapestry, Inc.COM642$2.36 萬<0.1%−1,000−60.9%減碼歷史
SJMJ M SMUCKER CoStock187$2.36 萬<0.1%−14−7.0%減碼歷史
CMAComerica IncCOM425$2.37 萬<0.1%00.0%不變歷史
FTREFortrea Holdings Inc.COMMON STOCK680$2.37 萬<0.1%00.0%不變歷史
AXSMAxsome Therapeutics, Inc.COM300$2.39 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A771ST STR SP CAPMKT236$2.41 萬<0.1%+236新進–
DIODDiodes IncCOM300$2.42 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE655$2.44 萬<0.1%00.0%不變–
VanEck Vectors ETF Tr92189F726BIOTECH ETF150$2.48 萬<0.1%00.0%不變–
First Tr Exchange-Traded FD33738D309SENIOR LN FD499$2.49 萬<0.1%+171+52.1%加碼–
VREVeris Residential, Inc.COM1,600$2.52 萬<0.1%−2,000−55.6%減碼歷史
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF600$2.53 萬<0.1%00.0%不變–
iShares Tr46435U218ESG MSCI LEADR300$2.53 萬<0.1%00.0%不變–
SNYSanofiSPONSORED ADR510$2.54 萬<0.1%−190−27.1%減碼歷史
SEICSEI Investments CoCOM400$2.54 萬<0.1%00.0%不變歷史
PPLPPL CorpCOM941$2.55 萬<0.1%+318+51.0%加碼歷史
SHWSherwin Williams CoCOM83$2.59 萬<0.1%+4+5.1%加碼歷史
DGXQuest Diagnostics IncCOM188$2.59 萬<0.1%−59−23.9%減碼歷史
WOLFWolfspeed, Inc.Stock600$2.61 萬<0.1%−4−0.7%減碼歷史
HIIHuntington Ingalls Industries, Inc.COM100$2.62 萬<0.1%+6+6.4%加碼歷史
PCARPaccar IncCOM272$2.66 萬<0.1%+272新進歷史
ANETArista Networks, Inc.COM113$2.66 萬<0.1%+52+85.2%加碼歷史
iShares Inc46434G822MSCI JAPAN ETF421$2.70 萬<0.1%00.0%不變–
PKXPosco Holdings Inc.SPONSORED ADR284$2.70 萬<0.1%00.0%不變歷史
TRGPTarga Resources Corp.COM313$2.72 萬<0.1%+3+1.0%加碼歷史
LNGCheniere Energy, Inc.COM NEW159$2.73 萬<0.1%+3+1.9%加碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF264$2.75 萬<0.1%00.0%不變–
VGRVector Group LtdCOM2,500$2.82 萬<0.1%+2,500新進歷史
SPOTSpotify Technology S.A.Stock152$2.86 萬<0.1%00.0%不變歷史
XYZBlock, Inc.CL A370$2.86 萬<0.1%+5+1.4%加碼歷史
FICOFair Isaac CorpCOM25$2.91 萬<0.1%00.0%不變歷史
HHyatt Hotels CorpCOM CL A224$2.92 萬<0.1%00.0%不變歷史
Fidelity MSCI Financials Index ETF316092501ETF550$2.95 萬<0.1%00.0%不變–
ETREntergy CorpCOM292$2.95 萬<0.1%+92+46.0%加碼歷史
ZIMZIM Integrated Shipping Services Ltd.SHS3,000$2.96 萬<0.1%00.0%不變歷史
TWITitan International IncCOM2,000$2.98 萬<0.1%00.0%不變歷史
Atech (Parent) Resolution Corp.00973N102COM35,800$2.99 萬<0.1%+19,800+123.8%加碼–
SMGScotts Miracle-Gro CoStock477$3.04 萬<0.1%+14+3.0%加碼歷史
SUSuncor Energy IncStock950$3.04 萬<0.1%00.0%不變歷史
SCCOSouthern Copper CorpStock354$3.05 萬<0.1%00.0%不變歷史
CLFCleveland-Cliffs Inc.COM1,500$3.06 萬<0.1%−200−11.8%減碼歷史
UAAUnder Armour, Inc.Stock3,500$3.08 萬<0.1%−10−0.3%減碼歷史
Fidelity Covington Trust31609A404ENHANCED INTL1,163$3.09 萬<0.1%+1,163新進–
VanEck ETF Trust92189F106GOLD MINERS ETF1,000$3.10 萬<0.1%−30,000−96.8%減碼–
FHNFirst Horizon CorpCOM2,190$3.10 萬<0.1%−539−19.8%減碼歷史
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT870$3.14 萬<0.1%00.0%不變–
SPDR Ser Tr78468R689S&P KENSHO SMART1,000$3.15 萬<0.1%00.0%不變–
LUMNLumen Technologies, Inc.Stock17,649$3.23 萬<0.1%−10,725−37.8%減碼歷史
PPGPPG Industries IncStock221$3.31 萬<0.1%00.0%不變歷史
iShares MSCI Eafe ETF464287465ETF437$3.32 萬<0.1%−1,539−77.9%減碼–
iShares S&P 100 ETF464287101ETF150$3.35 萬<0.1%00.0%不變–
SBRSabine Royalty TrustUNIT BEN INT500$3.39 萬<0.1%00.0%不變歷史
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR775$3.41 萬<0.1%00.0%不變–
iShares Tr464287739U.S. REAL ES ETF375$3.43 萬<0.1%00.0%不變–
EAElectronic Arts Inc.COM251$3.43 萬<0.1%+1+0.4%加碼歷史
SAFESafehold Inc.COM1,475$3.45 萬<0.1%00.0%不變歷史
SEESealed Air CorpCOM953$3.48 萬<0.1%−13,310−93.3%減碼歷史
VNTVontier CorpStock1,011$3.49 萬<0.1%00.0%不變歷史
ABUSArbutus Biopharma CorpCOM14,000$3.50 萬<0.1%00.0%不變歷史
iShares Core MSCI Eafe ETF46432F842ETF502$3.53 萬<0.1%00.0%不變–
HIGHartford Insurance Group, Inc.Stock443$3.56 萬<0.1%+3+0.7%加碼歷史

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