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Livermore
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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
iShares Tr46428951110+ YR INVST GRD28$1,442<0.1%+28新進–
Schwab U.S. Large-Cap Value ETF808524409ETF19$1,443<0.1%00.0%不變–
iShares Tr46428865310-20 YR TRS ETF14$1,470<0.1%+14新進–
SPCEVirgin Galactic Holdings, IncCOM1,000$1,480<0.1%+1,000新進歷史
iShares Tr46435U853BROAD USD HIGH41$1,500<0.1%00.0%不變–
AIRSAirsculpt Technologies, Inc.COM250$1,535<0.1%00.0%不變歷史
CRHCRH Public Ltd CoORD18$1,552<0.1%00.0%不變歷史
APPNAppian CorpCL A39$1,558<0.1%00.0%不變歷史
Amplify ETF Tr032108854SEYMOUR CANNBS275$1,586<0.1%00.0%不變–
Lithium Americas Argentina Cor Com Shs53681K100Stock300$1,617<0.1%00.0%不變–
ALGNAlign Technology IncCOM5$1,639<0.1%00.0%不變歷史
NNYNuveen New York Municipal Value FundCOM197$1,639<0.1%00.0%不變歷史
iShares Tr464288273EAFE SML CP ETF26$1,646<0.1%00.0%不變–
QUREuniQure N.V.SHS318$1,653<0.1%+318新進歷史
KTBKontoor Brands, Inc.Stock28$1,687<0.1%00.0%不變歷史
AVDLAvadel Pharmaceuticals PLCSPONSORED ADR100$1,689<0.1%+100新進歷史
CCChemours CoStock55$1,709<0.1%−665−92.4%減碼歷史
TSITCW Strategic Income Fund IncCOM360$1,731<0.1%00.0%不變歷史
SLDBSolid Biosciences Inc.COM NEW133$1,771<0.1%00.0%不變歷史
ZIMVZimVie Inc.Stock108$1,780<0.1%−30−21.7%減碼歷史
CERTCertara, Inc.COM100$1,788<0.1%00.0%不變歷史
JQCNuveen Credit Strategies Income FundCOM SHS333$1,854<0.1%00.0%不變歷史
FNFabrinetSHS10$1,890<0.1%+10新進歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF48$1,897<0.1%00.0%不變–
VSTOVista Outdoor Inc.COM58$1,901<0.1%00.0%不變歷史
SLRCSLR Investment Corp.COM125$1,918<0.1%00.0%不變歷史
VIRVir Biotechnology, Inc.COM192$1,944<0.1%+192新進歷史
MFCManulife Financial CorpCOM80$1,999<0.1%00.0%不變歷史
HMCHonda Motor Co LtdADR ECH CNV IN 354$2,010<0.1%00.0%不變歷史
LACLithium Americas Corp.Stock300$2,016<0.1%00.0%不變歷史
AMSCAmerican Superconductor CorpStock150$2,026<0.1%00.0%不變歷史
TENTsakos Energy Navigation LtdSHS80$2,031<0.1%00.0%不變歷史
OVVOvintiv Inc.COM39$2,076<0.1%00.0%不變歷史
CHWYChewy, Inc.CL A131$2,084<0.1%00.0%不變歷史
BKRBaker Hughes CoCL A62$2,093<0.1%00.0%不變歷史
FVRRFiverr International Ltd.ORD SHS100$2,107<0.1%−80−44.4%減碼歷史
CMRXChimerix IncCOM2,000$2,120<0.1%+2,000新進歷史
SANBanco Santander, S.A.ADR443$2,144<0.1%−416−48.4%減碼歷史
NYTNew York Times CoCL A50$2,161<0.1%00.0%不變歷史
INMDInMode Ltd.SHS100$2,161<0.1%+100新進歷史
SBACSba Communications CorpCL A10$2,167<0.1%00.0%不變歷史
DDD3D Systems CorpCOM NEW500$2,220<0.1%00.0%不變歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF12$2,248<0.1%−89−88.1%減碼–
SPBSpectrum Brands Holdings, Inc.COM25$2,314<0.1%−10−28.6%減碼歷史
JCIJohnson Controls International plcStock35$2,351<0.1%00.0%不變歷史
MLMoneylion Inc.COMM STK33$2,353<0.1%00.0%不變歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF104$2,629<0.1%00.0%不變–
ESPREsperion Therapeutics, Inc.COM1,000$2,680<0.1%+1,000新進歷史
CAHCardinal Health IncStock23$2,685<0.1%00.0%不變歷史
TERTeradyne, IncStock23$2,707<0.1%00.0%不變歷史
IMOImperial Oil LtdCOM NEW39$2,765<0.1%00.0%不變歷史
EVVEaton Vance Ltd Duration Income FundCOM285$2,778<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM184$2,778<0.1%−82−30.8%減碼歷史
ARK ETF Tr00214Q5003D PRINTING ETF125$2,810<0.1%00.0%不變–
RQICohen & Steers Quality Income Realty Fund IncCEF235$2,838<0.1%00.0%不變歷史
RIVNRivian Automotive, Inc.Stock260$2,847<0.1%−100−27.8%減碼歷史
GABGabelli Equity Trust IncCOM521$2,875<0.1%00.0%不變歷史
GTXGarrett Motion Inc.Stock292$2,902<0.1%−1,000−77.4%減碼歷史
SGMTSagimet Biosciences Inc.COM SER A537$2,910<0.1%+537新進歷史
ASIXAdvanSix Inc.COM103$2,945<0.1%00.0%不變歷史
MRCYMercury Systems IncCOM100$2,950<0.1%+100新進歷史
BWGBrandywineGLOBAL-Global Income Opportunities Fund IncCOM350$2,978<0.1%00.0%不變歷史
MELIMercadolibre IncCOM2$3,023<0.1%00.0%不變歷史
SASeabridge Gold IncCOM200$3,024<0.1%+200新進歷史
FSLYFastly, Inc.CL A234$3,034<0.1%−185−44.2%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF31$3,046<0.1%00.0%不變–
iShares S&P Mid-Cap 400 Value ETF464287705ETF26$3,075<0.1%00.0%不變–
WDCWestern Digital CorpCOM46$3,139<0.1%00.0%不變歷史
Flagstar Bank, National Association649445103COM977$3,145<0.1%00.0%不變–
ANDEAndersons, Inc.COM55$3,155<0.1%00.0%不變歷史
SJTSan Juan Basin Royalty TrustUNIT BEN INT600$3,174<0.1%00.0%不變歷史
PCGPG&E CorpStock191$3,201<0.1%00.0%不變歷史
MMSMaximus, Inc.COM39$3,272<0.1%00.0%不變歷史
CNACna Financial CorpCOM75$3,406<0.1%00.0%不變歷史
SLViShares Silver TrustETF150$3,412<0.1%00.0%不變歷史
MOSMosaic CoCOM107$3,473<0.1%00.0%不變歷史
Mirion Technologies Inc - US60471A119Warrant / Rights1,610$3,606<0.1%00.0%不變–
CNCCentene CorpStock44$3,610<0.1%−1−2.2%減碼歷史
WINAWinmark CorpCOM10$3,617<0.1%00.0%不變歷史
BYNDBeyond Meat, Inc.COM437$3,618<0.1%+42+10.6%加碼歷史
SIISprott Inc.COM NEW100$3,696<0.1%00.0%不變歷史
KNOPKNOT Offshore Partners LPCOM UNITS725$3,741<0.1%00.0%不變歷史
BDNBrandywine Realty TrustSH BEN INT NEW780$3,744<0.1%00.0%不變歷史
HUBSHubSpot IncCOM5$3,759<0.1%00.0%不變歷史
CNHCNH Industrial N.V.SHS300$3,888<0.1%+300新進歷史
Pacer US Cash Cows 100 ETF69374H881ETF67$3,894<0.1%00.0%不變–
SPHRSphere Entertainment Co.CL A80$3,926<0.1%00.0%不變歷史
ODFLOld Dominion Freight Line, Inc.COM18$3,947<0.1%00.0%不變依 2 比 1 拆股換算歷史
RMDResmed IncCOM20$3,960<0.1%+19+1,900.0%加碼歷史
ROSTRoss Stores, Inc.COM26$3,962<0.1%00.0%不變歷史
CPRXCatalyst Pharmaceuticals, Inc.COM250$3,985<0.1%00.0%不變歷史
AMGAffiliated Managers Group, Inc.Stock23$4,019<0.1%00.0%不變歷史
RBARB Global Inc.COM53$4,037<0.1%00.0%不變歷史
UHALU-Haul Holding CoCOM60$4,052<0.1%00.0%不變歷史
VVXV2X, Inc.COM88$4,110<0.1%00.0%不變歷史
iShares Tr4642886613 7 YR TREAS BD36$4,169<0.1%00.0%不變–
FNVFranco Nevada CorpStock35$4,170<0.1%00.0%不變歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF64$4,201<0.1%−500−88.7%減碼–
CERECerevel Therapeutics Holdings, Inc.COM100$4,227<0.1%00.0%不變歷史
USFDUS Foods Holding Corp.COM78$4,263<0.1%−1,100−93.4%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