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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2024 年第 1 季持倉

持倉截至 2024/3/31,2024/5/15 申報。只含多頭部位,變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
1,411
較 2023 年第 4 季 −26
總值
$308.6 億
較 2023 年第 4 季 +$20.4 億 (+7.1%)
申報日
2024/5/15
SEC
First Manhattan Co 在 2024 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
BRK.ABerkshire Hathaway IncCL A15,312$97.1 億31.5%−1,818−10.6%減碼歷史
MSFTMicrosoft CorpStock4,573,109$19.2 億6.2%−78,948−1.7%減碼歷史
AAPLApple Inc.Stock6,903,242$11.8 億3.8%−217,308−3.1%減碼歷史
KKRKKR & Co. Inc.COM9,124,617$9.18 億3.0%−225,299−2.4%減碼歷史
GOOGAlphabet Inc.Stock5,590,954$8.51 億2.8%−39,727−0.7%減碼歷史
UNHUnitedHealth Group IncStock1,711,813$8.47 億2.7%−13,916−0.8%減碼歷史
BRK.BBerkshire Hathaway IncStock1,978,894$8.32 億2.7%−45,980−2.3%減碼歷史
AZOAutoZone IncCOM256,230$8.08 億2.6%−275−0.1%減碼歷史
BNBROOKFIELD CorpCL A LTD VT SH17,833,751$7.47 億2.4%−116,536−0.6%減碼歷史
ORCLOracle CorpStock5,408,092$6.79 億2.2%+112,946+2.1%加碼歷史
TMOThermo Fisher Scientific Inc.Stock913,517$5.31 億1.7%−4,294−0.5%減碼歷史
DHRDanaher CorpStock2,106,773$5.26 億1.7%−46,484−2.2%減碼歷史
LOWLowes Companies IncStock1,352,574$3.45 億1.1%+4,954+0.4%加碼歷史
Nestle SA ADR641069406COM3,198,192$3.40 億1.1%−254,670−7.4%減碼–
VVisa Inc.Stock1,100,994$3.07 億1.0%−1,041−0.1%減碼歷史
AVGOBroadcom Inc.Stock230,853$3.06 億1.0%+22,038+10.6%加碼歷史
HONHoneywell International IncCOM1,489,822$3.06 億1.0%+32,096+2.2%加碼歷史
LINLinde PLCStock626,465$2.91 億0.9%+2490.0%加碼歷史
GOOGLAlphabet Inc.Stock1,882,984$2.84 億0.9%+144,563+8.3%加碼歷史
SPGIS&P Global Inc.Stock650,339$2.77 億0.9%−677−0.1%減碼歷史
AMATApplied Materials IncStock1,283,570$2.65 億0.9%+1,264,489+6,627.0%加碼歷史
ASMLASML Holding NVADR264,958$2.57 億0.8%−434−0.2%減碼歷史
ACNAccenture plcStock727,188$2.52 億0.8%−17,627−2.4%減碼歷史
TPLTexas Pacific Land CorpStock427,885$2.48 億0.8%00.0%不變依 3 比 1 拆股換算歷史
CPRTCopart IncCOM4,187,244$2.43 億0.8%+64,886+1.6%加碼歷史
AMZNAmazon Com IncStock1,336,854$2.41 億0.8%−29,915−2.2%減碼歷史
ORLYO Reilly Automotive IncStock202,408$2.28 億0.7%−8,191−3.9%減碼歷史
TTWOTake Two Interactive Software IncCOM1,499,524$2.23 億0.7%+1,209,485+417.0%加碼歷史
Vanguard S&P 500 ETF922908363ETF457,284$2.20 億0.7%+59,168+14.9%加碼–
KEYSKeysight Technologies, Inc.Stock1,277,362$2.00 億0.6%−40,849−3.1%減碼歷史
CMCSAComcast CorpStock4,450,968$1.93 億0.6%+20,796+0.5%加碼歷史
MCDMcDonalds CorpStock667,311$1.88 億0.6%+20,914+3.2%加碼歷史
PMPhilip Morris International Inc.Stock1,895,376$1.74 億0.6%+5920.0%加碼歷史
MDLZMondelez International, Inc.Stock2,438,279$1.71 億0.6%+178,690+7.9%加碼歷史
ICEIntercontinental Exchange, Inc.Stock1,230,476$1.69 億0.5%−75,647−5.8%減碼歷史
MKLMarkel Group Inc.COM110,095$1.68 億0.5%+34,878+46.4%加碼歷史
JNJJohnson & JohnsonStock995,045$1.57 億0.5%−63,961−6.0%減碼歷史
MARMarriott International IncStock611,147$1.54 億0.5%−17,406−2.8%減碼歷史
ALLYAlly Financial Inc.Stock3,529,931$1.43 億0.5%−24,039−0.7%減碼歷史
NEENextera Energy IncStock2,141,685$1.37 億0.4%+48,894+2.3%加碼歷史
AXPAmerican Express CoStock549,044$1.25 億0.4%−9,581−1.7%減碼歷史
AZPNAspen Technology, Inc.COM569,316$1.21 億0.4%+521,013+1,078.6%加碼歷史
MTCHMatch Group, Inc.COM3,291,851$1.19 億0.4%+106,798+3.4%加碼歷史
ABBVAbbVie Inc.Stock641,503$1.17 億0.4%−8,564−1.3%減碼歷史
NKENIKE, Inc.Stock1,192,434$1.12 億0.4%−88,085−6.9%減碼歷史
CSWCSW Industrials, Inc.COM470,557$1.10 億0.4%−6,450−1.4%減碼歷史
FTVFortive CorpStock1,246,551$1.07 億0.3%+13,654+1.1%加碼歷史
SCIService Corp InternationalCOM1,260,985$9,358 萬0.3%−35,350−2.7%減碼歷史
Northern LTS FD Tr IV66538H211FMC EXCELSIOR FO3,038,646$8,796 萬0.3%+6,348+0.2%加碼–
KOCoca Cola CoStock1,395,945$8,541 萬0.3%−57,314−3.9%減碼歷史
COFCapital One Financial CorpStock543,992$8,100 萬0.3%−3,936−0.7%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT455,659$7,717 萬0.3%+46,010+11.2%加碼–
BALLBALL CorpCOM1,081,530$7,285 萬0.2%−3,033−0.3%減碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT2,321,018$7,244 萬0.2%−52,740−2.2%減碼歷史
SESea LtdSPONSORD ADS1,345,926$7,229 萬0.2%−70.0%減碼歷史
USBUS Bancorp DECOM NEW1,594,039$7,125 萬0.2%+29,462+1.9%加碼歷史
AIZAssurant, Inc.Stock377,402$7,104 萬0.2%+22,664+6.4%加碼歷史
PDDPDD Holdings Inc.SPONSORED ADS600,642$6,982 萬0.2%−210,653−26.0%減碼歷史
NICENICE Ltd.SPONSORED ADR238,433$6,214 萬0.2%−174−0.1%減碼歷史
CNQCanadian Natural Resources LtdCOM776,604$5,927 萬0.2%−33,217−4.1%減碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS1,407,638$5,915 萬0.2%−133,843−8.7%減碼歷史
CORCencora, Inc.Stock243,034$5,905 萬0.2%−3,577−1.5%減碼歷史
VLTOVeralto CorpStock560,105$4,966 萬0.2%+337,291+151.4%加碼歷史
IQVIQVIA Holdings Inc.Stock192,577$4,870 萬0.2%−565−0.3%減碼歷史
JPMJPMorgan Chase & CoStock240,757$4,823 萬0.2%−2,595−1.1%減碼歷史
NVDANVIDIA CorpStock48,985$4,427 萬0.1%+3,807+8.4%加碼歷史
MCOMoodys CorpStock111,899$4,398 萬0.1%−2,293−2.0%減碼歷史
LLYEli Lilly & CoStock53,462$4,161 萬0.1%−5,129−8.8%減碼歷史
ENBEnbridge IncStock1,144,881$4,142 萬0.1%−179,131−13.5%減碼歷史
PGProcter & Gamble CoStock254,171$4,124 萬0.1%−950−0.4%減碼歷史
INGRIngredion IncCOM351,510$4,107 萬0.1%−7,920−2.2%減碼歷史
DEODiageo PLCSPON ADR NEW272,746$4,057 萬0.1%+119,920+78.5%加碼歷史
HLTHilton Worldwide Holdings Inc.COM177,924$3,796 萬0.1%−1,108−0.6%減碼歷史
DISWalt Disney CoStock303,075$3,709 萬0.1%−8,160−2.6%減碼歷史
AMGNAmgen IncStock119,482$3,397 萬0.1%−3,013−2.5%減碼歷史
GGGGraco IncCOM362,223$3,385 萬0.1%+20.0%加碼歷史
SYKStryker CorpStock94,345$3,376 萬0.1%−34,328−26.7%減碼歷史
SCHWSchwab Charles CorpStock449,794$3,254 萬0.1%−4,176−0.9%減碼歷史
SNASnap-on IncCOM108,665$3,219 萬0.1%−1,698−1.5%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF155,732$2,844 萬0.1%+4,316+2.9%加碼–
CHTRCharter Communications, Inc.CL A97,592$2,836 萬0.1%−4,652−4.5%減碼歷史
BUDAnheuser-Busch InBev SA/NVADR460,763$2,801 萬0.1%−11,350−2.4%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF112,011$2,799 萬0.1%+2,192+2.0%加碼–
XIFRXPLR Infrastructure, LPCOM UNIT PART IN927,120$2,789 萬0.1%−28,625−3.0%減碼歷史
MRKMerck & Co., Inc.Stock208,081$2,747 萬0.1%−2,425−1.2%減碼歷史
SBUXStarbucks CorpStock299,712$2,739 萬0.1%−1,327−0.4%減碼歷史
PPLIPeople IncCOM NEW502,533$2,681 萬0.1%−23,281−4.4%減碼歷史
Vanguard Health Care ETF92204A504ETF98,548$2,666 萬0.1%+1,500+1.5%加碼–
WFCWells Fargo & CompanyStock456,659$2,647 萬0.1%−14,653−3.1%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF186,952$2,262 萬0.1%−7,043−3.6%減碼–
AMTAmerican Tower CorpREIT113,778$2,248 萬0.1%−372,930−76.6%減碼歷史
SGSweetgreen, Inc.COM CL A885,325$2,236 萬0.1%−504,125−36.3%減碼歷史
XOMExxonMobil Holdings CorpCOM188,359$2,190 萬0.1%−1,542−0.8%減碼歷史
AWKAmerican Water Works Company, Inc.Stock176,315$2,155 萬0.1%−1,926−1.1%減碼歷史
BSXBoston Scientific CorpStock311,930$2,136 萬0.1%−152,866−32.9%減碼歷史
IBMInternational Business Machines CorpStock111,452$2,129 萬0.1%−10,018−8.2%減碼歷史
Reckitt Benckiser Group PLCG74079107Common Stock369,825$2,112 萬0.1%−106,754−22.4%減碼–
METAMeta Platforms, Inc.Stock42,941$2,085 萬0.1%−44,017−50.6%減碼歷史
UPSUnited Parcel Service IncStock139,021$2,067 萬0.1%−3,859−2.7%減碼歷史
PEPPepsiCo IncStock117,864$2,064 萬0.1%−3,512−2.9%減碼歷史

2023 年第 4 季之後清倉(114 檔)

2023 年第 4 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 114 檔。

First Manhattan Co 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
ARWRArrowhead Pharmaceuticals, Inc.COM743,721$2,276 萬0.1%歷史
SNSharkNinja, Inc.COM SHS280,814$1,437 萬<0.1%歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A519,400$1,105 萬<0.1%歷史
QGENQiagen N.V.SHS NEW77,830$338.0 萬<0.1%歷史
RZLTRezolute, Inc.COM NEW2,680,978$266.1 萬<0.1%歷史
RPT Realty74971D101SH BEN INT122,335$157.0 萬<0.1%–
Tricon Residential Inc Com NPV89612W102COM165,110$150.3 萬<0.1%–
SFESSafeguard Scientifics IncCOM NEW633,941$49.7 萬<0.1%歷史
UCBUnited Community Banks IncCOM14,246$41.7 萬<0.1%歷史
IMGNImmunoGen, Inc.COM7,500$22.2 萬<0.1%歷史
iShares U.S. Regional Banks ETF464288778ETF3,275$13.7 萬<0.1%–
Brookfield Reins LtdG16250204CL A-1 EXCH NONV3,240$13.0 萬<0.1%–
AAONAaon, Inc.COM PAR $0.0041,518$11.2 萬<0.1%歷史
Vanguard Long-Term Treasury ETF92206C847ETF1,450$8.92 萬<0.1%–
Vanguard Mun BD FDS922907746TAX EXEMPT BD1,708$8.72 萬<0.1%–
iShares Tr464288414NATIONAL MUN ETF791$8.58 萬<0.1%–
TRIPTripAdvisor, Inc.COM3,950$8.50 萬<0.1%歷史
AMTXAemetis, IncCOM NEW15,600$8.17 萬<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF971$7.51 萬<0.1%–
MKTXMarketaxess Holdings IncCOM252$7.38 萬<0.1%歷史
BFSSaul Centers, Inc.COM1,825$7.17 萬<0.1%歷史
SMTISanara MedTech Inc.COM1,700$6.99 萬<0.1%歷史
iShares Tr4642874407-10 YR TRSY BD676$6.52 萬<0.1%–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF905$5.89 萬<0.1%–
VanEck Morningstar Wide Moat ETF92189F643ETF578$4.91 萬<0.1%–
KRPKimbell Royalty Partners, LPUNIT2,945$4.43 萬<0.1%歷史
DNBDun & Bradstreet Holdings, Inc.COM3,550$4.15 萬<0.1%歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF381$3.80 萬<0.1%–
WLYJohn Wiley & Sons, Inc.CL A1,150$3.65 萬<0.1%歷史
XPEVXpeng Inc.ADS2,500$3.65 萬<0.1%歷史
SBRSabine Royalty TrustUNIT BEN INT500$3.39 萬<0.1%歷史
FHNFirst Horizon CorpCOM2,190$3.10 萬<0.1%歷史
ZIMZIM Integrated Shipping Services Ltd.SHS3,000$2.96 萬<0.1%歷史
LNGCheniere Energy, Inc.COM NEW159$2.73 萬<0.1%歷史
PKXPosco Holdings Inc.SPONSORED ADR284$2.70 萬<0.1%歷史
VREVeris Residential, Inc.COM1,600$2.52 萬<0.1%歷史
BHPBHP Group LtdADR338$2.31 萬<0.1%歷史
SPLKSplunk IncCOM122$1.86 萬<0.1%歷史
FEFirstenergy CorpCOM478$1.75 萬<0.1%歷史
PCHPotlatchdeltic CorpCOM338$1.66 萬<0.1%歷史
WYNNWynn Resorts LtdCOM179$1.63 萬<0.1%歷史
BMIBadger Meter IncCOM105$1.62 萬<0.1%歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF635$1.61 萬<0.1%–
iShares Tr464288760US AER DEF ETF109$1.38 萬<0.1%–
iShares Inc464286806MSCI GERMANY ETF457$1.36 萬<0.1%–
LECOLincoln Electric Holdings IncCOM60$1.30 萬<0.1%歷史
SPDR Series Trust78464A789ST STR SP INS270$1.22 萬<0.1%–
NRGNRG Energy, Inc.Stock231$1.19 萬<0.1%歷史
DISHDISH Network CORPCL A2,000$1.15 萬<0.1%歷史
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW60$1.10 萬<0.1%–
RVTYRevvity, Inc.COM100$1.09 萬<0.1%歷史
SPDR Series Trust78468R101ST SHO TREAS ETF367$1.07 萬<0.1%–
LOVSpark Networks SESPONSORED ADR2,601,200$1.03 萬<0.1%歷史
iShares Tr464287192US TRSPRTION39$1.02 萬<0.1%–
FBINFortune Brands Innovations, Inc.COM134$1.02 萬<0.1%歷史
SLGSL Green Realty CorpCOM224$1.01 萬<0.1%歷史
MTZMastec IncCOM131$9,919<0.1%歷史
ELSEquity Lifestyle Properties IncCOM137$9,663<0.1%歷史
Vanguard Energy ETF92204A306ETF81$9,499<0.1%–
TSNTyson Foods, Inc.Stock174$9,406<0.1%歷史
ABEVAmbev S.A.SPONSORED ADR3,270$9,156<0.1%歷史
Global X FDS37954Y384CYBRSCURTY ETF237$6,946<0.1%–
DBX ETF Tr233051101XTRACK MSCI EMRG293$6,874<0.1%–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN127$6,670<0.1%–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW103$6,604<0.1%–
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE92$5,206<0.1%–
LCIDLucid Group, Inc.COM1,000$4,210<0.1%歷史
KDPKeurig Dr Pepper Inc.COM82$2,758<0.1%歷史
EVOEvotec SESPONSORED ADS225$2,639<0.1%歷史
NLOPNet Lease Office PropertiesCOM132$2,439<0.1%歷史
WDSWoodside Energy Group LtdADR111$2,340<0.1%歷史
CPACopa Holdings, S.A.CL A19$2,019<0.1%歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF73$1,981<0.1%–
IRBTiRobot CorpCOM50$1,935<0.1%歷史
American Centy ETF Tr025072703INTL EQT ETF32$1,933<0.1%–
ONOn Semiconductor CorpStock22$1,837<0.1%歷史
VTGNVistagen Therapeutics, Inc.COM333$1,711<0.1%歷史
LTHMLivent Corp.COM93$1,672<0.1%歷史
MTGMgic Investment CorpCOM85$1,658<0.1%歷史
BWABorgwarner IncCOM34$1,218<0.1%歷史
CROXCrocs, Inc.COM12$1,214<0.1%歷史
Schwab Strategic Tr808524862SHT TM US TRES22$1,065<0.1%–
SENEBSeneca Foods CorpCL B20$1,033<0.1%歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF20$994<0.1%–
ALNYAlnylam Pharmaceuticals, Inc.COM4$957<0.1%歷史
LPLALPL Financial Holdings Inc.COM3$910<0.1%歷史
FIVEFive Below, IncCOM2$852<0.1%歷史
ECORelectroCore, Inc.COM NEW133$791<0.1%歷史
OTEXOpen Text CorpCOM18$756<0.1%歷史
NVTAInvitae CorpCOM1,000$626<0.1%歷史
WSCWillScot Holdings CorpCOM CL A11$534<0.1%歷史
TWLOTwilio IncCL A7$531<0.1%歷史
AYIAcuity Inc. (DE)Stock2$409<0.1%歷史
SWAVShockwave Medical, Inc.COM1$381<0.1%歷史
EIXEdison InternationalStock5$357<0.1%歷史
Schwab U.S. REIT ETF808524847ETF16$331<0.1%–
SSNCSS&C Technologies Holdings IncCOM5$305<0.1%歷史
CVECenovus Energy Inc.COM17$283<0.1%歷史
GPCGenuine Parts CoStock2$277<0.1%歷史
MNSTMonster Beverage CorpCOM4$230<0.1%歷史