First Manhattan Co
- SEC CIK
- 0000728083
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 753
- 較 2025 年第 4 季 +24
- 總值
- $360.6 億
- 較 2025 年第 4 季 −$20.2 億 (−5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CPRTCopart Inc | COM | 2,946,130 | $9,781 萬 | 0.3% | −1,786,516−37.7% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 537,365 | $9,803 萬 | 0.3% | +9,878+1.9% | 加碼 | 歷史 |
| BLBlackline, Inc. | COM | 2,676,987 | $9,905 萬 | 0.3% | +248,383+10.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 189,550 | $1.08 億 | 0.3% | −4,305−2.2% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 3,686,291 | $1.13 億 | 0.3% | +128,785+3.6% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 2,020,895 | $1.19 億 | 0.3% | −12,117−0.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 604,832 | $1.32 億 | 0.4% | −1,634−0.3% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 552,093 | $1.38 億 | 0.4% | −126,086−18.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 459,690 | $1.39 億 | 0.4% | −20,205−4.2% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 444,266 | $1.48 億 | 0.4% | +5,775+1.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 655,256 | $1.59 億 | 0.4% | −63,600−8.8% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,019,703 | $1.60 億 | 0.4% | −104,497−9.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 540,296 | $1.68 億 | 0.5% | −24,387−4.3% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 41,171 | $1.73 億 | 0.5% | +40,528+6,303.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 709,890 | $1.74 億 | 0.5% | +23,417+3.4% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 537,617 | $1.76 億 | 0.5% | −2,631−0.5% | 減碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 4,584,076 | $1.80 億 | 0.5% | −107,131−2.3% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,011,265 | $2.00 億 | 0.6% | −673,802−40.0% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,268,003 | $2.09 億 | 0.6% | −16,612−0.7% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 616,031 | $2.10 億 | 0.6% | +1,384+0.2% | 加碼 | 歷史 |
| AMRZAmrize Ltd | SHS | 3,937,879 | $2.21 億 | 0.6% | −98,825−2.4% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 273,360 | $2.39 億 | 0.7% | −2,884−1.0% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 5,691,060 | $2.51 億 | 0.7% | +2,747,576+93.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 422,673 | $2.53 億 | 0.7% | +940+0.2% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,027,677 | $2.78 億 | 0.8% | −325,725−24.1% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,775,569 | $2.96 億 | 0.8% | −39,072−2.2% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 4,911,217 | $3.08 億 | 0.9% | +3,029,280+161.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,399,429 | $3.31 億 | 0.9% | −98,581−6.6% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 848,592 | $3.36 億 | 0.9% | +64,041+8.2% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 712,599 | $3.53 億 | 1.0% | −8,761−1.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 767,160 | $3.77 億 | 1.0% | −1,750−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,516,693 | $4.36 億 | 1.2% | −85,945−5.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,542,978 | $4.44 億 | 1.2% | +510,332+25.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,338,542 | $4.44 億 | 1.2% | +28,831+1.2% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,046,651 | $4.45 億 | 1.2% | +411,814+64.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,980,789 | $4.48 億 | 1.2% | +70,818+3.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,548,816 | $4.68 億 | 1.3% | +249,365+19.2% | 加碼 | 歷史 |
| LBLandBridge Co LLC | CL A | 7,057,228 | $4.87 億 | 1.4% | +195,289+2.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,645,328 | $4.94 億 | 1.4% | −22,090−0.8% | 減碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 1,062,769 | $5.04 億 | 1.4% | +49,406+4.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,505,425 | $5.15 億 | 1.4% | −380,034−20.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,940,029 | $5.80 億 | 1.6% | −42,505−1.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,183,157 | $6.76 億 | 1.9% | −28,028−1.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,255,105 | $6.78 億 | 1.9% | +1,121,960+52.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,803,600 | $8.64 億 | 2.4% | −50,955−2.7% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 9,394,167 | $8.69 億 | 2.4% | +797,123+9.3% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 261,815 | $8.84 億 | 2.5% | +501+0.2% | 加碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 23,265,685 | $9.40 億 | 2.6% | −529,456−2.2% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 754,352 | $9.96 億 | 2.8% | −37,932−4.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,051,938 | $11.6 億 | 3.2% | −139,454−3.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,016,495 | $12.7 億 | 3.5% | −157,254−3.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,371,164 | $16.2 億 | 4.5% | +13,149+0.3% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 13,969 | $100.3 億 | 27.8% | −108−0.8% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（43 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KDKyndryl Holdings, Inc. | Stock | 496,726 | $1,319 萬 | <0.1% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 180,074 | $743.2 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 350,000 | $735.0 萬 | <0.1% | – |
| INTUIntuit Inc. | Stock | 5,161 | $341.9 萬 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 10,837 | $216.2 萬 | <0.1% | 歷史 |
| LEN.BLennar Corp | CL B | 21,717 | $206.6 萬 | <0.1% | 歷史 |
| RALRalliant Corp | Stock | 40,313 | $205.2 萬 | <0.1% | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 19,771 | $166.3 萬 | <0.1% | 歷史 |
| DFHDream Finders Homes, Inc. | COM CL A | 80,225 | $137.2 萬 | <0.1% | 歷史 |
| SAFTSafety Insurance Group Inc | COM | 12,800 | $99.7 萬 | <0.1% | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 8,082 | $82.2 萬 | <0.1% | – |
| MGMMGM Resorts International | Stock | 19,467 | $71.0 萬 | <0.1% | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 44,425 | $67.4 萬 | <0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,476 | $65.7 萬 | <0.1% | 歷史 |
| ABGAsbury Automotive Group Inc | COM | 2,619 | $60.9 萬 | <0.1% | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 1,915 | $58.0 萬 | <0.1% | 歷史 |
| FICOFair Isaac Corp | COM | 298 | $50.4 萬 | <0.1% | 歷史 |
| CSGPCostar Group, Inc. | COM | 6,847 | $46.0 萬 | <0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 779 | $44.7 萬 | <0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 779 | $44.2 萬 | <0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 669 | $38.8 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 7,247 | $36.9 萬 | <0.1% | 歷史 |
| WHRWhirlpool Corp | Stock | 4,829 | $34.8 萬 | <0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 2,475 | $32.7 萬 | <0.1% | 歷史 |
| SOLVSolventum Corp | Stock | 4,007 | $31.8 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 2,990 | $30.4 萬 | <0.1% | 歷史 |
| NATHNathans Famous, Inc. | COM | 3,120 | $29.2 萬 | <0.1% | 歷史 |
| ENTGEntegris Inc | COM | 3,456 | $29.1 萬 | <0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 2,451 | $27.5 萬 | <0.1% | 歷史 |
| COOCooper Companies, Inc. | COM | 3,160 | $25.9 萬 | <0.1% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,050 | $23.5 萬 | <0.1% | 歷史 |
| SOSouthern Co | Stock | 2,660 | $23.2 萬 | <0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,440 | $22.9 萬 | <0.1% | 歷史 |
| TGNATegna Inc | COM | 11,608 | $22.7 萬 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,022 | $22.4 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 473 | $22.2 萬 | <0.1% | 歷史 |
| TATTTat Technologies Ltd | ORD NEW | 4,900 | $21.9 萬 | <0.1% | 歷史 |
| HEI.AHeico Corp | CL A | 838 | $21.2 萬 | <0.1% | 歷史 |
| MPMP Materials Corp. | COM CL A | 4,038 | $20.4 萬 | <0.1% | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 13,638 | $13.7 萬 | <0.1% | 歷史 |
| ZVIAZevia PBC | CL A | 22,000 | $5.10 萬 | <0.1% | 歷史 |
| Mogo Inc60800C208 | COM | 26,400 | $2.87 萬 | <0.1% | – |
| PDSBPDS Biotechnology Corp | COM | 15,000 | $1.15 萬 | <0.1% | 歷史 |