跳到主要內容
Livermore
Livermore
中文EN

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
STMSTMicroelectronics N.V.NY REGISTRY100$4,324<0.1%00.0%不變歷史
OFIXOrthofix Medical Inc.COM300$4,356<0.1%+300新進歷史
HAPNHappen, Inc.COM NEW500$4,395<0.1%00.0%不變歷史
AVNSAvanos Medical, Inc.Stock221$4,439<0.1%00.0%不變歷史
BGFVBig 5 Sporting Goods CorpCOM1,299$4,572<0.1%00.0%不變歷史
Flexshares Tr33939L837INTL QLTDV IDX185$4,579<0.1%00.0%不變–
DARDarling Ingredients Inc.COM100$4,651<0.1%00.0%不變歷史
VRSKVerisk Analytics, Inc.COM20$4,714<0.1%00.0%不變歷史
First Trust Dow Jones Internet Index Fund33733E302ETF23$4,717<0.1%00.0%不變–
BSMBlack Stone Minerals, L.P.COM UNIT300$4,794<0.1%00.0%不變歷史
TUTelus CorpCOM300$4,803<0.1%00.0%不變歷史
UTFCohen & Steers Infrastructure Fund IncCOM204$4,808<0.1%00.0%不變歷史
ARK ETF Tr00214Q609ISRAEL INOVATE228$4,822<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138G615INVESCO PHLX SM125$4,823<0.1%+125新進–
ARLPAlliance Resource Partners LPStock250$5,012<0.1%+250新進歷史
VSTSVestis CorpCOM SHS262$5,048<0.1%00.0%不變歷史
MCYMercury General CorpCOM100$5,160<0.1%00.0%不變歷史
ADArray Digital Infrastructure, Inc.COM142$5,183<0.1%−116−45.0%減碼歷史
PEverpure, Inc.CL A100$5,199<0.1%00.0%不變歷史
SPDR Series Trust78464A664ST LON TREAS ETF189$5,280<0.1%00.0%不變–
ELMEElme CommunitiesSH BEN INT380$5,289<0.1%00.0%不變歷史
QSQuantumScape CorpCOM CL A848$5,333<0.1%+548+182.7%加碼歷史
NEOGNeogen CorpCOM338$5,333<0.1%00.0%不變歷史
EXELExelixis, Inc.COM225$5,339<0.1%00.0%不變歷史
FLGTFulgent Genetics, Inc.COM250$5,425<0.1%00.0%不變歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF85$5,427<0.1%00.0%不變–
FCPTFour Corners Property Trust, Inc.COM226$5,530<0.1%00.0%不變歷史
RTORentokil Initial PLCSPONSORED ADR184$5,547<0.1%00.0%不變歷史
SNTSenstar Technologies CorpCOM4,475$5,549<0.1%00.0%不變歷史
AELAmerican National Group Inc.COM100$5,622<0.1%00.0%不變歷史
SYMSymbotic Inc.Stock125$5,625<0.1%+50+66.7%加碼歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF156$5,645<0.1%00.0%不變–
NFBKNorthfield Bancorp, Inc.COM581$5,647<0.1%00.0%不變歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF62$5,657<0.1%00.0%不變–
VNOMViper Energy, Inc.COM150$5,769<0.1%00.0%不變歷史
PIMCO ETF Tr72201R2051-5 US TIP IDX113$5,819<0.1%00.0%不變–
TKTeekay Corp LtdCOM800$5,824<0.1%00.0%不變歷史
SWBISmith & Wesson Brands, Inc.COM336$5,832<0.1%00.0%不變歷史
iShares Tr46432F388MSCI USA VALUE51$5,848<0.1%+19+59.4%加碼–
MMacy's, Inc.COM300$5,996<0.1%+300新進歷史
ZBRAZebra Technologies CorpCL A20$6,028<0.1%00.0%不變歷史
CHXChampionX CorpCOM170$6,101<0.1%00.0%不變歷史
SSPE.W. Scripps CoCL A NEW1,565$6,152<0.1%00.0%不變歷史
ASANAsana, Inc.CL A400$6,196<0.1%00.0%不變歷史
NQPNuveen Pennsylvania Quality Municipal Income FundCOM525$6,205<0.1%00.0%不變歷史
iShares Tr46435G409MSCI INTL VLU FT222$6,267<0.1%−1,299−85.4%減碼–
MIDDMIDDLEBY CorpCOM39$6,270<0.1%00.0%不變歷史
LILAKLiberty Latin America Ltd.COM CL C899$6,291<0.1%00.0%不變歷史
HPKHighPeak Energy, Inc.COM400$6,308<0.1%00.0%不變歷史
FMCFMC CorpCOM NEW100$6,370<0.1%00.0%不變歷史
RBGLYReckitt Benckiser Group PLCCOM572$6,503<0.1%−147−20.4%減碼歷史
Vanguard Total International Bond ETF92203J407ETF118$6,542<0.1%00.0%不變–
Invesco Nasdaq 100 ETF46138G649ETF36$6,576<0.1%+36新進–
NLYAnnaly Capital Management IncREIT331$6,586<0.1%+10+3.1%加碼歷史
VFCV F CorpStock430$6,596<0.1%+200+87.0%加碼歷史
RITMRithm Capital Corp.REIT600$6,696<0.1%00.0%不變歷史
TPHSTrinity Place Holdings Inc.COM44,640$6,696<0.1%−110,000−71.1%減碼歷史
MSCIMSCI Inc.Stock12$6,725<0.1%+12新進歷史
OLEDUniversal Display CorpCOM40$6,738<0.1%00.0%不變歷史
PRAProassurance CorpCOM499$6,751<0.1%+499新進歷史
iShares Tr46436E767ESG MSCI USA ETF150$6,772<0.1%00.0%不變–
SIRISirius XM Holdings Inc.COM1,751$6,855<0.1%+307+21.3%加碼歷史
ACADAcadia Pharmaceuticals IncCOM375$6,933<0.1%00.0%不變歷史
RCLRoyal Caribbean Cruises LtdCOM50$6,950<0.1%00.0%不變歷史
SAPSAP SEADR35$7,021<0.1%00.0%不變歷史
STLAStellantis N.V.SHS250$7,075<0.1%00.0%不變歷史
SNAPSnap IncStock625$7,175<0.1%−11−1.7%減碼歷史
TSLXSixth Street Specialty Lending, Inc.COM335$7,179<0.1%00.0%不變歷史
NEWTNewtekOne, Inc.COM NEW654$7,194<0.1%00.0%不變歷史
LEALear CorpCOM NEW50$7,244<0.1%+50新進歷史
PFNPIMCO Income Strategy Fund IICOM1,000$7,460<0.1%+1,000新進歷史
AALAmerican Airlines Group Inc.Stock505$7,751<0.1%00.0%不變歷史
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF325$7,751<0.1%+325新進–
WPPWPP plcADR167$7,915<0.1%00.0%不變歷史
Schwab U.S. Small-Cap ETF808524607ETF162$7,976<0.1%+150+1,250.0%加碼–
HOSHornbeck Offshore Services, Inc.Stock750$8,130<0.1%00.0%不變歷史
IOVAIovance Biotherapeutics, Inc.COM550$8,151<0.1%+550新進歷史
CCLCarnival Corp Ltd.UNIT 99/99/9999500$8,170<0.1%00.0%不變歷史
BBYBest Buy Co IncStock100$8,203<0.1%00.0%不變歷史
MDCSekisui House U.S., Inc.COM131$8,241<0.1%−19,318−99.3%減碼歷史
NBBNuveen Taxable Municipal Income FundCOM537$8,242<0.1%00.0%不變歷史
PENPenumbra IncCOM37$8,257<0.1%+37新進歷史
DGDollar General CorpCOM53$8,271<0.1%−9−14.5%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF76$8,277<0.1%−128−62.7%減碼–
ZZillow Group, Inc.CL C CAP STK171$8,341<0.1%−140−45.0%減碼歷史
UFIUnifi IncCOM NEW1,400$8,386<0.1%00.0%不變歷史
CHPTChargePoint Holdings, Inc.COM CL A4,504$8,557<0.1%+1,519+50.9%加碼歷史
ARK ETF Tr00214Q302GENOMIC REV ETF300$8,628<0.1%00.0%不變–
OPLNOPENLANE, Inc.COM500$8,650<0.1%00.0%不變歷史
RACEFerrari N.V.COM20$8,718<0.1%00.0%不變歷史
IPGPIpg Photonics CorpCOM100$9,069<0.1%+100新進歷史
BEEPMobile Infrastructure CorpCOM SHS2,500$9,125<0.1%00.0%不變歷史
CMCanadian Imperial Bank of CommerceCOM180$9,129<0.1%−220−55.0%減碼歷史
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT1,129$9,255<0.1%00.0%不變歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME298$9,339<0.1%00.0%不變–
EQCEQC Liquidating TrustCOM SH BEN INT500$9,440<0.1%00.0%不變歷史
MAINMain Street Capital CORPCEF200$9,462<0.1%00.0%不變歷史
CUBECubeSmartREIT212$9,586<0.1%00.0%不變歷史
REZIResideo Technologies, Inc.Stock433$9,707<0.1%−91−17.4%減碼歷史
ASHAshland Inc.COM100$9,737<0.1%00.0%不變歷史

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