First Manhattan Co.
First Manhattan partnersNEW YORK, NYfiles as FIRST MANHATTAN CO. LLC.
$39.2bn in 742 US stocks at the end of 30 June 2026. The top 10 are 52.6% of the money. It changed about 9.1% of the portfolio this quarter.
Value
$39.2bn
Stocks
742
Top 10 share
52.6%
Turnover
9.1%
What changed this quarter
New
Bought for the first time this quarter.
- Honeywell InternationalHON1.1% of the fund
- Honeywell AerospaceHONA1.1% of the fund
- WolfspeedWOLF0.2% of the fund
- WorkdayWDAY0.2% of the fund
- EagleRock LandEROK0.2% of the fund
- Sony GroupSONY<0.1% of the fund
- Vanguard MUN BD FDSVTEI<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- DBX ETF TRDBEF<0.1% of the fund
- Victory Capital HoldingsVCTR<0.1% of the fund
- Quanta ServicesPWR<0.1% of the fund
- State STR Spdr S&P Midcap 40MDY<0.1% of the fund
- VistraVST<0.1% of the fund
- Nebius GroupNBIS<0.1% of the fund
- OktaOKTA<0.1% of the fund
- Home BancsharesHOMB<0.1% of the fund
- HubbellHUBB<0.1% of the fund
- CVB FinancialCVBF<0.1% of the fund
- Equinor ASAEQNR<0.1% of the fund
- FrontlineFRO<0.1% of the fund
- BillionToOneBLLN<0.1% of the fund
- NXP SemiconductorsNXPI<0.1% of the fund
- EchoStarECHO<0.1% of the fund
- Enphase EnergyENPH<0.1% of the fund
Added
Bought more of a stock they already held.
- VisaV1.5% of the fund+9%
- Thermo Fisher ScientificTMO1.1% of the fund+10%
- Uber TechnologiesUBER0.6% of the fund+446%
- Booking HoldingsBKNG0.5% of the fund+6%
- Carlisle CompaniesCSL0.4% of the fund+6%
- General ElectricGE0.4% of the fund+100%
- Invesco Exchange Traded FD TRSP0.2% of the fund+10%
- AccentureACN0.2% of the fund+57%
- QXOQXO0.2% of the fund+196%
- VeraltoVLTO0.2% of the fund+43%
- PoolPOOL0.2% of the fund+13%
- Ishares TRIVV0.2% of the fund+32%
- Iqvia HoldingsIQV0.2% of the fund+4%
- Vanguard Index FDSVO0.1% of the fund+12%
- International Business MachinesIBM0.1% of the fund+3%
- Vanguard Index FDSVTV<0.1% of the fund+645%
- Vanguard Specialized FundsVIG<0.1% of the fund+3%
- Vanguard Index FDSVB<0.1% of the fund+11%
- State STR Spdr S&P 500 ETF TSPY<0.1% of the fund+10%
- StrykerSYK<0.1% of the fund+26%
- Douglas EmmettDEI<0.1% of the fund+2%
- Ishares TRIEFA<0.1% of the fund+37%
- Vanguard Tax-Managed FDSVEA<0.1% of the fund+14%
- MerckMRK<0.1% of the fund+3%
- BoeingBA<0.1% of the fund+15%
Cut
Sold some of their stake.
- ASML Holding NVASML3.6% of the fund-5%
- AlphabetGOOG3.5% of the fund-3%
- BrookfieldBN2.5% of the fund-3%
- Applied MaterialsAMAT2.3% of the fund-18%
- IntelINTC1.7% of the fund-18%
- OracleORCL1.4% of the fund-4%
- AlphabetGOOGL1.3% of the fund-2%
- DanaherDHR1.1% of the fund-4%
- UnitedHealth GroupUNH0.9% of the fund-16%
- LindeLIN0.9% of the fund-5%
- Lowe's CompaniesLOW0.7% of the fund-6%
- SalesforceCRM0.7% of the fund-34%
- Ally FinancialALLY0.5% of the fund-2%
- O'Reilly AutomotiveORLY0.5% of the fund-2%
- AmrizeAMRZ0.4% of the fund-20%
- McDonald'sMCD0.4% of the fund-4%
- Vertiv HoldingsVRT0.3% of the fund-30%
- Meta PlatformsMETA0.3% of the fund-7%
- Northern LTS FD TR IVFMCX0.2% of the fund-13%
- Intercontinental ExchangeICE0.2% of the fund-29%
- Coca-ColaKO0.2% of the fund-4%
- Boston ScientificBSX0.2% of the fund-65%
- BlacklineBL0.2% of the fund-10%
- Kinsale Capital GroupKNSL0.2% of the fund-69%
- Keysight TechnologiesKEYS0.2% of the fund-6%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Booz Allen Hamilton HoldingBAH-100%
- Vanguard World FDVHT-100%
- TransaltaTAC-100%
- Coterra EnergyCTRA-100%
- Taylor Morrison Home-100%
- DiaMedica TherapeuticsDMAC-100%
- ParsonsPSN-100%
- Ishares TRSHY-100%
- Ulta BeautyULTA-100%
- IconICLR-100%
- Heritage Comm-100%
- Digital Realty TrustDLR-100%
- Taseko Mines-100%
- First Seacoast BancorpFSEA-100%
- Ishares TRIEF-100%
- BrukerBRKR-100%
- Air Lease-100%
- York WaterYORW-100%
- Goldman Sachs ETF TRGPIX-100%
- Vanguard Index FDSVXF-100%
- Kinder MorganKMI-100%
- Commerce BancsharesCBSH-100%
- UnileverUL-100%
- CoreWeaveCRWV-100%
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 26.3%
- Value
- $10.3bn
- Shares
- 13,803
Held
- BrookfieldBN
- Share
- 2.5%
- Value
- $964m
- Shares
- 22,611,066
-3%
- Honeywell AerospaceHONA
- Share
- 1.1%
- Value
- $415m
- Shares
- 1,875,740
New
- Vanguard Index FDSVOO
- Share
- 0.8%
- Value
- $295m
- Shares
- 430,074
Held
- Northern LTS FD TR IVFMCX
- Share
- 0.2%
- Value
- $98m
- Shares
- 2,619,156
-13%
- Invesco Exchange Traded FD TRSP
- Share
- 0.2%
- Value
- $95m
- Shares
- 447,053
+10%
- EagleRock LandEROK
- Share
- 0.2%
- Value
- $69m
- Shares
- 3,256,970
New
- Ishares TRIVV
- Share
- 0.2%
- Value
- $68m
- Shares
- 90,479
+32%
- Brookfield Infrastructure PABIP
- Share
- 0.2%
- Value
- $66m
- Shares
- 1,797,215
Held
- Vanguard Index FDSVO
- Share
- 0.1%
- Value
- $56m
- Shares
- 698,320
+12%
- Ishares TRSOXX
- Share
- 0.1%
- Value
- $55m
- Shares
- 85,294
-16%
- Nestle SA ADRNSRGY
- Share
- 0.1%
- Value
- $54m
- Shares
- 528,186
-11%
- Canadian Natural ResourcesCNQ
- Share
- 0.1%
- Value
- $45m
- Shares
- 1,124,614
-3%
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $37m
- Shares
- 171,366
+645%
- Vanguard Specialized FundsVIG
- Share
- <0.1%
- Value
- $36m
- Shares
- 151,279
+3%
- Vanguard Index FDSVB
- Share
- <0.1%
- Value
- $30m
- Shares
- 99,194
+11%
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $29m
- Shares
- 39,352
+10%
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $29m
- Shares
- 184,342
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire Hathaway INC DELBRK-A | 26.3% | $10.3bn | 13,803 | Held |
| MicrosoftMSFT | 4.1% | $1.6bn | 4,345,361 | Held |
| ASML Holding NVASML | 3.6% | $1.4bn | 718,408 | -5% |
| AppleAAPL | 3.6% | $1.4bn | 4,935,720 | Held |
| AlphabetGOOG | 3.5% | $1.4bn | 3,931,213 | -3% |
| BrookfieldBN | 2.5% | $964m | 22,611,066 | -3% |
| Applied MaterialsAMAT | 2.3% | $897m | 1,240,454 | -18% |
| Berkshire HathawayBRK-B | 2.3% | $890m | 1,777,769 | Held |
| KKRKKR | 2.2% | $864m | 9,416,070 | Held |
| AutozoneAZO | 2.1% | $838m | 262,141 | Held |
| BroadcomAVGO | 2.1% | $812m | 2,150,271 | Held |
| Amazon.comAMZN | 2.0% | $778m | 3,262,397 | Held |
| IntelINTC | 1.7% | $648m | 4,638,876 | -18% |
| VisaV | 1.5% | $577m | 1,682,548 | +9% |
| LandBridgeLB | 1.4% | $561m | 7,082,845 | Held |
| OracleORCL | 1.4% | $553m | 3,772,494 | -4% |
| AlphabetGOOGL | 1.3% | $529m | 1,479,067 | -2% |
| NvidiaNVDA | 1.3% | $507m | 2,531,922 | Held |
| Texas Pacific LandTPL | 1.2% | $466m | 1,064,741 | Held |
| DanaherDHR | 1.1% | $429m | 2,248,424 | -4% |
| Thermo Fisher ScientificTMO | 1.1% | $422m | 841,894 | +10% |
| S&P GlobalSPGI | 1.1% | $421m | 1,033,680 | Held |
| Honeywell InternationalHON | 1.1% | $416m | 1,858,036 | New |
| Honeywell AerospaceHONA | 1.1% | $415m | 1,875,740 | New |
| SynopsysSNPS | 1.0% | $383m | 859,147 | Held |
| UnitedHealth GroupUNH | 0.9% | $361m | 867,432 | -16% |
| LindeLIN | 0.9% | $352m | 678,305 | -5% |
| Philip Morris InternationalPM | 0.8% | $322m | 1,769,286 | Held |
| GE VernovaGEV | 0.8% | $318m | 270,578 | Held |
| Vanguard Index FDSVOO | 0.8% | $295m | 430,074 | Held |
| Lowe's CompaniesLOW | 0.7% | $290m | 1,317,185 | -6% |
| SalesforceCRM | 0.7% | $273m | 1,740,423 | -34% |
| Take TWO Interactive SoftwareTTWO | 0.6% | $254m | 1,015,618 | Held |
| Uber TechnologiesUBER | 0.6% | $248m | 3,443,141 | +446% |
| Ally FinancialALLY | 0.5% | $206m | 4,479,185 | -2% |
| O'Reilly AutomotiveORLY | 0.5% | $204m | 2,213,280 | -2% |
| Marriott InternationalMAR | 0.5% | $196m | 528,442 | Held |
| Booking HoldingsBKNG | 0.5% | $194m | 1,089,139 | +6% |
| Johnson & JohnsonJNJ | 0.5% | $179m | 704,715 | Held |
| Union PacificUNP | 0.4% | $176m | 647,042 | Held |
| Carlisle CompaniesCSL | 0.4% | $170m | 469,174 | +6% |
| AmrizeAMRZ | 0.4% | $168m | 3,144,788 | -20% |
| American ExpressAXP | 0.4% | $153m | 453,549 | Held |
| AbbVieABBV | 0.4% | $150m | 594,732 | Held |
| General ElectricGE | 0.4% | $144m | 385,836 | +100% |
| McDonald'sMCD | 0.4% | $140m | 519,232 | -4% |
| Match GroupMTCH | 0.4% | $140m | 3,668,235 | Held |
| Vertiv HoldingsVRT | 0.3% | $129m | 385,343 | -30% |
| BallBALL | 0.3% | $128m | 2,043,868 | Held |
| AssurantAIZ | 0.3% | $109m | 405,627 | Held |
| Capital One FinancialCOF | 0.3% | $108m | 536,652 | Held |
| Meta PlatformsMETA | 0.3% | $99m | 175,882 | -7% |
| Northern LTS FD TR IVFMCX | 0.2% | $98m | 2,619,156 | -13% |
| JPMorgan ChaseJPM | 0.2% | $96m | 294,172 | Held |
| Invesco Exchange Traded FD TRSP | 0.2% | $95m | 447,053 | +10% |
| AccentureACN | 0.2% | $94m | 756,729 | +57% |
| Intercontinental ExchangeICE | 0.2% | $90m | 728,686 | -29% |
| Service Corp InternationalSCI | 0.2% | $88m | 1,157,795 | Held |
| Eli LillyLLY | 0.2% | $87m | 72,685 | Held |
| QXOQXO | 0.2% | $84m | 4,868,271 | +196% |
| WolfspeedWOLF | 0.2% | $79m | 1,644,966 | New |
| WorkdayWDAY | 0.2% | $78m | 639,339 | New |
| CSW IndustrialsCSW | 0.2% | $75m | 270,170 | Held |
| VeraltoVLTO | 0.2% | $73m | 821,834 | +43% |
| Coca-ColaKO | 0.2% | $73m | 888,365 | -4% |
| Boston ScientificBSX | 0.2% | $72m | 1,697,334 | -65% |
| PoolPOOL | 0.2% | $69m | 323,110 | +13% |
| EagleRock LandEROK | 0.2% | $69m | 3,256,970 | New |
| CencoraCOR | 0.2% | $68m | 240,747 | Held |
| TMC the metalsTMC | 0.2% | $68m | 15,315,924 | Held |
| Ishares TRIVV | 0.2% | $68m | 90,479 | +32% |
| BlacklineBL | 0.2% | $67m | 2,403,510 | -10% |
| Brookfield Infrastructure PABIP | 0.2% | $66m | 1,797,215 | Held |
| ChubbCB | 0.2% | $65m | 190,921 | Held |
| Kinsale Capital GroupKNSL | 0.2% | $62m | 188,375 | -69% |
| Keysight TechnologiesKEYS | 0.2% | $61m | 175,497 | -6% |
| Iqvia HoldingsIQV | 0.2% | $60m | 312,542 | +4% |
| Vanguard Index FDSVO | 0.1% | $56m | 698,320 | +12% |
| Ishares TRSOXX | 0.1% | $55m | 85,294 | -16% |
| Nestle SA ADRNSRGY | 0.1% | $54m | 528,186 | -11% |
| MastercardMA | 0.1% | $50m | 97,516 | -3% |
| Brookfield Asset ManagementBAM | 0.1% | $48m | 1,069,167 | -3% |
| Canadian Natural ResourcesCNQ | 0.1% | $45m | 1,124,614 | -3% |
| Hilton Worldwide HoldingsHLT | 0.1% | $45m | 135,896 | -3% |
| Morgan StanleyMS | 0.1% | $44m | 211,022 | Held |
| Mondelez InternationalMDLZ | 0.1% | $43m | 740,231 | -14% |
| Charles SchwabSCHW | 0.1% | $42m | 458,665 | Held |
| Moody'sMCO | 0.1% | $40m | 89,014 | Held |
| International Business MachinesIBM | 0.1% | $39m | 139,968 | +3% |
| Advanced Micro DevicesAMD | <0.1% | $39m | 66,599 | -21% |
| Vanguard Index FDSVTV | <0.1% | $37m | 171,366 | +645% |
| Vanguard Specialized FundsVIG | <0.1% | $36m | 151,279 | +3% |
| AmgenAMGN | <0.1% | $32m | 87,079 | -4% |
| CopartCPRT | <0.1% | $31m | 1,099,434 | -63% |
| Snap-onSNA | <0.1% | $31m | 76,036 | Held |
| Wells Fargo & CompanyWFC | <0.1% | $30m | 364,317 | Held |
| Vanguard Index FDSVB | <0.1% | $30m | 99,194 | +11% |
| Procter & GamblePG | <0.1% | $30m | 203,054 | -5% |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $29m | 39,352 | +10% |
| Vanguard Whitehall FDSVYM | <0.1% | $29m | 184,342 | Held |
Showing the largest 100 of 742.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 10.8% since 30 June 2025.
Where the money is
Technology20.4%
Financial services12.4%
Industrials10.1%
Retail & consumer7.4%
Media & telecom6.0%
Health care5.2%
Real estate2.8%
Materials2.4%
Energy1.8%
Everyday goods1.6%
Utilities0.4%
Other29.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.