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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/5/15 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
678
較 2024 年第 4 季 −2
總值
$342.8 億
較 2024 年第 4 季 +$1.84 億 (+0.5%)
申報日
2025/5/15
SEC
First Manhattan Co 在 2025 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
OVIDOvid Therapeutics Inc.COM26,000$8,109<0.1%00.0%不變歷史
GROVGrove Collaborative Holdings, Inc.COM CL A11,662$1.57 萬<0.1%00.0%不變歷史
PDSBPDS Biotechnology CorpCOM15,000$1.78 萬<0.1%+15,000新進歷史
LUCDLucid Diagnostics Inc.COM12,600$1.88 萬<0.1%00.0%不變歷史
Mogo Inc60800C208COM26,400$2.24 萬<0.1%00.0%不變–
CALCCalciMedica, Inc.COM NEW13,226$2.53 萬<0.1%+13,226新進歷史
TSHATaysha Gene Therapies, Inc.COM SHS28,500$3.96 萬<0.1%00.0%不變歷史
NRONeuberger Real Estate Securities Income Fund IncCOM14,081$4.65 萬<0.1%+14,081新進歷史
ZVIAZevia PBCCL A22,000$4.75 萬<0.1%+22,000新進歷史
ABUSArbutus Biopharma CorpCOM14,000$4.89 萬<0.1%00.0%不變歷史
IMRXImmuneering CorpCLASS A COM32,325$4.91 萬<0.1%00.0%不變歷史
CHWCalamos Global Dynamic Income FundCOM10,522$6.72 萬<0.1%+10,522新進歷史
CERSCerus CorpCOM57,000$7.92 萬<0.1%00.0%不變歷史
ACPabrdn Income Credit Strategies FundCOM13,712$8.08 萬<0.1%+13,712新進歷史
PTENPatterson Uti Energy IncCOM10,441$8.58 萬<0.1%+10,441新進歷史
OPKOpko Health, Inc.COM51,750$8.59 萬<0.1%00.0%不變歷史
VLNValens Semiconductor Ltd.ORDINARY SHARES43,458$8.87 萬<0.1%00.0%不變歷史
EVLVEvolv Technologies Holdings, Inc.COM CL A28,465$8.88 萬<0.1%−31,069−52.2%減碼歷史
KLTRKaltura IncCOM50,000$9.40 萬<0.1%00.0%不變歷史
EEXEmerald Holding, Inc.COM25,338$9.96 萬<0.1%00.0%不變歷史
NRKNuveen New York Amt-Free Quality Municipal Income FundCOM10,010$10.4 萬<0.1%+10,010新進歷史
NCANuveen California Municipal Value FundCOM STK13,621$11.8 萬<0.1%+13,621新進歷史
ROIVRoivant Sciences Ltd.SHS12,100$12.2 萬<0.1%00.0%不變歷史
WNEBWestern New England Bancorp, Inc.COM15,518$14.4 萬<0.1%00.0%不變歷史
UGUnited Guardian IncCOM17,062$15.3 萬<0.1%00.0%不變歷史
XRAYDentsply Sirona Inc.Stock10,525$15.9 萬<0.1%+10,525新進歷史
KWKennedy-Wilson Holdings, Inc.COM18,500$16.3 萬<0.1%00.0%不變歷史
USCBUscb Financial Holdings, Inc.CLASS A COM10,000$18.6 萬<0.1%00.0%不變歷史
UEUrban Edge PropertiesCOM10,317$19.6 萬<0.1%00.0%不變歷史
NOVNOV Inc.COM12,995$19.8 萬<0.1%00.0%不變歷史
ALDXAldeyra Therapeutics, Inc.COM34,745$20.0 萬<0.1%00.0%不變歷史
AEPAmerican Electric Power Co IncStock1,871$20.4 萬<0.1%+1,871新進歷史
Vanguard S&P 500 Growth ETF921932505ETF617$20.6 萬<0.1%00.0%不變–
ONONOn Holding AGStock4,700$20.6 萬<0.1%00.0%不變歷史
Dimensional U.S. Small Cap ETF25434V500ETF3,469$20.7 萬<0.1%00.0%不變–
DFSDiscover Financial ServicesCOM1,233$21.0 萬<0.1%+1,233新進歷史
AOSSmith A O CorpCOM3,246$21.2 萬<0.1%−346−9.6%減碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT2,662$21.3 萬<0.1%00.0%不變–
Nestle SAH57312649COM2,107$21.3 萬<0.1%00.0%不變–
LHXL3HARRIS Technologies, Inc.Stock1,030$21.6 萬<0.1%−254−19.8%減碼歷史
EXRExtra Space Storage Inc.COM1,457$21.6 萬<0.1%−46−3.1%減碼歷史
AVYAvery Dennison CorpCOM1,216$21.6 萬<0.1%00.0%不變歷史
ATRAptargroup, Inc.Stock1,462$21.7 萬<0.1%−50−3.3%減碼歷史
ORealty Income CorpREIT3,754$21.8 萬<0.1%−402−9.7%減碼歷史
AVDAmerican Vanguard CorpCOM50,000$22.0 萬<0.1%+50,000新進歷史
MCHPMicrochip Technology IncStock4,579$22.2 萬<0.1%−970−17.5%減碼歷史
iShares Tr46429B655FLTG RATE NT ETF4,387$22.4 萬<0.1%+167+4.0%加碼–
TGBTrekor Metals LtdCOM100,000$22.4 萬<0.1%00.0%不變歷史
XPOXPO, Inc.COM2,106$22.7 萬<0.1%−102−4.6%減碼歷史
NEXTNextDecade CorpCOM29,550$23.0 萬<0.1%00.0%不變歷史
GSKGSK plcADR6,019$23.6 萬<0.1%−3,028−33.5%減碼歷史
SNOWSnowflake Inc.Stock1,622$23.7 萬<0.1%00.0%不變歷史
HSBCHSBC Holdings PLCSPON ADR NEW4,009$23.7 萬<0.1%+4,009新進歷史
Global X FDS37954Y673US INFR DEV ETF6,300$23.8 萬<0.1%00.0%不變–
TXTTextron IncCOM3,300$23.8 萬<0.1%00.0%不變歷史
METMetlife IncStock2,990$24.0 萬<0.1%+3+0.1%加碼歷史
SOSouthern CoStock2,650$24.4 萬<0.1%+10.0%加碼歷史
STTState Street CorpCOM2,729$24.4 萬<0.1%+688+33.7%加碼歷史
HESMHess Midstream LPCL A SHS5,800$24.5 萬<0.1%−4,060−41.2%減碼歷史
TRCTejon Ranch CoCOM15,600$24.7 萬<0.1%00.0%不變歷史
CCICrown Castle Inc.REIT2,375$24.8 萬<0.1%00.0%不變歷史
Vanguard Total Bond Market ETF921937835ETF3,373$24.8 萬<0.1%−1,548−31.5%減碼–
iShares Tr464287556ISHARES BIOTECH1,946$24.9 萬<0.1%−498−20.4%減碼–
GTLSChart Industries IncCOM1,725$24.9 萬<0.1%−54−3.0%減碼歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM2,500$25.1 萬<0.1%00.0%不變歷史
FWONALiberty Media CorpCOM LBTY ONE S A3,117$25.4 萬<0.1%+10+0.3%加碼歷史
FTNTFortinet, Inc.Stock2,644$25.5 萬<0.1%00.0%不變歷史
AFLAflac IncStock2,308$25.7 萬<0.1%00.0%不變歷史
BRBroadridge Financial Solutions, Inc.Stock1,056$25.7 萬<0.1%−27−2.5%減碼歷史
iShares Tr464288802ESG OPTIMIZED2,238$25.7 萬<0.1%+2,238新進–
Vanguard World FD921910733ESG US STK ETF2,640$25.9 萬<0.1%+2,640新進–
SPDR Series Trust78468R556SP O&G EXPL PRO1,977$26.0 萬<0.1%00.0%不變–
CDNSCadence Design Systems IncStock1,031$26.2 萬<0.1%+6+0.6%加碼歷史
DRIDarden Restaurants IncCOM1,279$26.6 萬<0.1%00.0%不變歷史
FSBWFS Bancorp, Inc.COM7,000$26.6 萬<0.1%00.0%不變歷史
CACCamden National CorpCOM6,750$27.3 萬<0.1%00.0%不變歷史
YUMCYum China Holdings, Inc.COM5,261$27.4 萬<0.1%−28−0.5%減碼歷史
CMPCompass Minerals International IncStock29,500$27.4 萬<0.1%00.0%不變歷史
KMIKinder Morgan, Inc.Stock9,629$27.5 萬<0.1%+579+6.4%加碼歷史
COOCooper Companies, Inc.COM3,260$27.5 萬<0.1%00.0%不變歷史
NUENucor CorpCOM2,290$27.7 萬<0.1%00.0%不變歷史
GAMGeneral American Investors Co IncCOM5,581$28.1 萬<0.1%00.0%不變歷史
OGNOrganon & Co.Stock18,961$28.2 萬<0.1%−4,026−17.5%減碼歷史
RYNRayonier IncCOM10,165$28.3 萬<0.1%−230−2.2%減碼歷史
POSTPost Holdings, Inc.COM2,448$28.5 萬<0.1%00.0%不變歷史
MANManpowerGroup Inc.COM4,975$28.8 萬<0.1%−2,901−36.8%減碼歷史
PWRQuanta Services, Inc.COM1,134$28.8 萬<0.1%−171−13.1%減碼歷史
SASRSandy Spring Bancorp IncCOM10,347$28.9 萬<0.1%00.0%不變歷史
AMTMAmentum Holdings, Inc.COM16,009$29.1 萬<0.1%−1,593−9.1%減碼歷史
LSBKLake Shore Bancorp, Inc.COM18,507$29.2 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV6,400$29.3 萬<0.1%00.0%不變–
CTOCTO Realty Growth, Inc.COM15,200$29.4 萬<0.1%00.0%不變歷史
SWXSouthwest Gas Holdings, Inc.COM4,100$29.4 萬<0.1%00.0%不變歷史
WBSWebster Financial CorpCOM5,718$29.5 萬<0.1%00.0%不變歷史
AVAVAeroVironment IncCOM2,512$29.9 萬<0.1%00.0%不變歷史
TELTE Connectivity plcStock2,129$30.1 萬<0.1%−397−15.7%減碼歷史
SSentinelOne, Inc.CL A16,985$30.9 萬<0.1%00.0%不變歷史
State Street SPDR S&P Biotech ETF78464A870ETF3,810$30.9 萬<0.1%00.0%不變–
iShares Russell 2000 ETF464287655ETF1,555$31.0 萬<0.1%+91+6.2%加碼–
CLSDClearside Biomedical, Inc.COM342,725$31.5 萬<0.1%−62,943−15.5%減碼歷史

2024 年第 4 季之後清倉(40 檔)

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

First Manhattan Co 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
AZPNAspen Technology, Inc.COM674,006$1.70 億0.5%歷史
IONQIonQ, Inc.COM177,525$741.5 萬<0.1%歷史
ALSNAllison Transmission Holdings IncStock10,322$111.5 萬<0.1%歷史
RGTIRigetti Computing, Inc.COMMON STOCK66,775$101.9 萬<0.1%歷史
HOLXHologic IncCOM12,507$90.2 萬<0.1%歷史
iShares Tr464288414NATIONAL MUN ETF8,029$85.5 萬<0.1%–
DDOGDatadog, Inc.CL A COM5,270$75.3 萬<0.1%歷史
PBHPrestige Consumer Healthcare Inc.COM7,600$59.3 萬<0.1%歷史
Barrick Gold Corp067901108COM36,900$57.2 萬<0.1%–
SESea LtdSPONSORD ADS5,208$55.3 萬<0.1%歷史
BECNQxo Building Products, Inc.COM5,400$54.9 萬<0.1%歷史
BROBrown & Brown, Inc.Stock4,541$46.3 萬<0.1%歷史
RGAReinsurance Group of America IncCOM NEW2,123$45.4 萬<0.1%歷史
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM19,709$43.8 萬<0.1%–
AZZAzz IncCOM5,300$43.4 萬<0.1%歷史
ROLRollins IncCOM8,959$41.5 萬<0.1%歷史
SUMSummit Materials, Inc.CL A8,200$41.5 萬<0.1%歷史
USAPUniversal Stainless & Alloy Products IncCOM8,250$36.3 萬<0.1%歷史
AVBAvalonbay Communities IncCOM1,569$34.8 萬<0.1%歷史
RHRHCOM830$32.7 萬<0.1%歷史
ANETArista Networks, Inc.Stock2,524$27.9 萬<0.1%歷史
EWEdwards Lifesciences CorpStock3,465$25.7 萬<0.1%歷史
CCEPCoca-Cola Europacific Partners plcSHS3,248$24.9 萬<0.1%歷史
CTVInnovid Corp.COMMON STOCK78,367$24.2 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD10,000$24.2 萬<0.1%–
THOThor Industries IncCOM2,350$22.5 萬<0.1%歷史
GLWCorning IncCOM4,728$22.5 萬<0.1%歷史
iShares Tr464288158SHRT NAT MUN ETF2,084$22.0 萬<0.1%–
RHIRobert Half Inc.COM3,098$21.8 萬<0.1%歷史
URIUnited Rentals, Inc.COM309$21.8 萬<0.1%歷史
DPZDominos Pizza IncCOM515$21.6 萬<0.1%歷史
DGXQuest Diagnostics IncCOM1,412$21.3 萬<0.1%歷史
IFFInternational Flavors & Fragrances IncCOM2,398$20.4 萬<0.1%歷史
MUSAMurphy USA Inc.COM400$20.1 萬<0.1%歷史
SBRASabra Health Care REIT, Inc.REIT10,000$17.3 萬<0.1%歷史
MATVMativ Holdings, Inc.COM14,506$15.8 萬<0.1%歷史
TKTeekay Corp LtdSHS22,686$15.7 萬<0.1%歷史
EGYVaalco Energy IncCOM NEW11,337$4.95 萬<0.1%歷史
OTLYOatly Group ABSPONSORED ADS20,000$1.33 萬<0.1%歷史
PNSTPinstripes Holdings, Inc.CL A COM10,171$4,018<0.1%歷史