Institutions / First Manhattan Co. LLC.
First Manhattan Co. LLC.
CIK 728083 · Institution · as of Dec 31, 2025
Portfolio value
$37.16B
Positions
728
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 728 →
| Company | Value | % of portfolio |
|---|---|---|
| Berkshire Hathaway Inc Del | $10.63B | 28.6% |
| Microsoft Corp | $2.11B | 5.7% |
| Apple Inc. | $1.41B | 3.8% |
| Alphabet Inc. | $1.32B | 3.5% |
| KKR & Co. Inc. | $1.10B | 2.9% |
| Brookfield Corp | $1.09B | 2.9% |
| Autozone Inc | $886.25M | 2.4% |
| Asml Holding N V | $847.63M | 2.3% |
| Oracle Corp | $776.24M | 2.1% |
| Broadcom Inc. | $765.29M | 2.1% |
| Salesforce Inc | $707.67M | 1.9% |
| Danaher Corp /De | $529.41M | 1.4% |
| Alphabet Inc. | $501.63M | 1.4% |
| Amazon.com Inc | $492.37M | 1.3% |
| Applied Materials Inc /De | $484.54M | 1.3% |
| Visa Inc | $455.73M | 1.2% |
| Unitedhealth Group Inc | $446.77M | 1.2% |
| Thermo Fisher Scientific Inc. | $445.85M | 1.2% |
| Take Two Interactive Software Inc | $431.43M | 1.2% |
| NVIDIA Corp | $379.09M | 1.0% |
| Honeywell International Inc | $372.62M | 1.0% |
| Synopsys Inc | $368.52M | 1.0% |
| Lowes Companies Inc | $361.26M | 1.0% |
| LandBridge Co LLCLB | $338.71M | 0.9% |
| S&P Global Inc. | $331.76M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.