13F value (AUM)
$39.2B
First Manhattan Co
FIRST MANHATTAN CO. LLC.
$39.2B
13F long value · 2026-Q2Positions742
CategoryAsset Manager
Quarters tracked9
▲ #213 of 581 by 13F value
Size rank 7/10
4 NEW18 ADD18 2×+47 TRIM6 NEAR EXIT3 EXIT
Snapshot
First Manhattan Co's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
742 (44 unmapped)
Top 100 weight
94.2%
Quarters tracked
9
Latest 13F filed
Aug 14, 2026
New positions
4
Exits / near-exits
9
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 94.2% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| BRK-A | BERKSHIRE HATHAWAY INC DEL | 26.3% | $10.3B | 13.8K | -5.4% |
| MSFT | MICROSOFT CORP | 4.1% | $1.6B | 4.3M | +37.9% |
| — | ASML HLDG NV | 3.6% | $1.4B | 718.4K | — |
| AAPL | APPLE INC | 3.6% | $1.4B | 4.9M | +15.2% |
| GOOG | ALPHABET INC | 3.5% | $1.4B | 3.9M | -1.4% |
| BN | BROOKFIELD CORP | 2.5% | $964.4M | 22.6M | +5.1% |
| AMAT | APPLIED MATLS INC | 2.3% | $896.8M | 1.2M | -44.0% |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.3% | $889.6M | 1.8M | -5.5% |
| KKR | KKR & CO INC | 2.2% | $864.2M | 9.4M | +9.7% |
| AZO | AUTOZONE INC | 2.1% | $837.8M | 262.1K | +11.5% |
| AVGO | BROADCOM INC | 2.1% | $812.3M | 2.2M | -6.7% |
| AMZN | AMAZON COM INC | 2.0% | $777.6M | 3.3M | +5.3% |
| INTC | INTEL CORP | 1.7% | $647.7M | 4.6M | -14.0% |
| V | VISA INC | 1.5% | $577.3M | 1.7M | +5.2% |
| LB | LANDBRIDGE COMPANY LLC | 1.4% | $561.2M | 7.1M | -12.8% |
Quarterly changes — 2026-Q2
What First Manhattan Co opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEW | HONA | HONEYWELL AEROSPACE INC | — | 1.9M | — | +$414.7M |
| TRIM | BSX | BOSTON SCIENTIFIC CORP | 4.9M | 1.7M | -65.4% | -$235.7M |
| TRIM | CRM | SALESFORCE INC | 2.6M | 1.7M | -34.2% | -$220.4M |
| 2×+ | UBER | UBER TECHNOLOGIES INC | 630.4K | 3.4M | +446.2% | +$203.1M |
| TRIM | KNSL | KINSALE CAP GROUP INC | 616.0K | 188.4K | -69.4% | -$148.3M |
| 2×+ | GE | GE AEROSPACE | 192.8K | 385.8K | +100.2% | +$89.4M |
| NEW | WOLF | WOLFSPEED INC | — | 1.6M | — | +$79.4M |
| NEW | WDAY | WORKDAY INC | — | 639.3K | — | +$78.3M |
| TRIM | ICE | INTERCONTINENTAL EXCHANGE IN | 1.0M | 728.7K | -28.5% | -$70.7M |
| NEW | EROK | EAGLEROCK LD LLC | — | 3.3M | — | +$69.2M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.