Funds › First Manhattan Co. LLC
First Manhattan Co. LLC
13F for Q2 2026, filed Aug 14, 2026. 742 positions worth $39.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$39.2B
+$3.2B (8.8%) vs Q1 2026
Positions
742
753 in Q1 2026
Top 10 share
52.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc. Class A | 13,803 | $10.3B | 26.3% | -1.2% | 13F ↗ |
| 2 | MSFT Microsoft Corporation | 4.35M | $1.6B | 4.1% | -0.6% | 13F ↗ |
| 3 | ASML ASML Holding N.V. · Equities | 718,408 | $1.4B | 3.6% | -4.8% | 13F ↗ |
| 4 | AAPL Apple Inc. | 4.94M | $1.4B | 3.6% | -1.6% | 13F ↗ |
| 5 | GOOG Alphabet Inc. Class C | 3.93M | $1.4B | 3.5% | -3.0% | 13F ↗ |
| 6 | BN Brookfield Corporation | 22.61M | $964.4M | 2.5% | -2.8% | 13F ↗ |
| 7 | AMAT Applied Materials, Inc. | 1.24M | $896.8M | 2.3% | -17.6% | 13F ↗ |
| 8 | BRK-B Berkshire Hathaway Inc. Class B | 1.78M | $889.6M | 2.3% | -1.4% | 13F ↗ |
| 9 | KKR KKR & Co. Inc. | 9.42M | $864.2M | 2.2% | +0.2% | 13F ↗ |
| 10 | AZO AutoZone, Inc. | 262,141 | $837.8M | 2.1% | +0.1% | 13F ↗ |
| 11 | AVGO Broadcom Inc. | 2.15M | $812.3M | 2.1% | -1.5% | 13F ↗ |
| 12 | AMZN Amazon.com, Inc. | 3.26M | $777.6M | 2.0% | +0.2% | 13F ↗ |
| 13 | INTC Intel Corporation | 4.64M | $647.7M | 1.7% | -18.5% | 13F ↗ |
| 14 | V Visa Inc. | 1.68M | $577.3M | 1.5% | +8.6% | 13F ↗ |
| 15 | LB LandBridge Corporation | 7.08M | $561.2M | 1.4% | +0.4% | 13F ↗ |
| 16 | ORCL Oracle Corporation | 3.77M | $552.9M | 1.4% | -4.3% | 13F ↗ |
| 17 | GOOGL Alphabet Inc. Class A | 1.48M | $528.6M | 1.3% | -2.5% | 13F ↗ |
| 18 | NVDA NVIDIA Corporation | 2.53M | $506.6M | 1.3% | -0.4% | 13F ↗ |
| 19 | TPL Texas Pacific Land Corporation | 1.06M | $466.0M | 1.2% | +0.2% | 13F ↗ |
| 20 | DHR Danaher Corporation | 2.25M | $429.1M | 1.1% | -3.9% | 13F ↗ |
| 21 | TMO Thermo Fisher Scientific Inc | 841,894 | $422.4M | 1.1% | +9.7% | 13F ↗ |
| 22 | SPGI S&P Global Inc. | 1.03M | $421.0M | 1.1% | -1.2% | 13F ↗ |
| 23 | HON Honeywell International Inc. | 1.86M | $416.0M | 1.1% | New | 13F ↗ |
| 24 | HONA Honeywell Aerospace Inc. | 1.88M | $414.7M | 1.1% | New | 13F ↗ |
| 25 | SNPS Synopsys, Inc. | 859,147 | $383.2M | 1.0% | +1.2% | 13F ↗ |
| 26 | UNH UnitedHealth Group Incorporated | 867,432 | $360.5M | 0.9% | -15.6% | 13F ↗ |
| 27 | LIN Linde plc | 678,305 | $352.0M | 0.9% | -4.8% | 13F ↗ |
| 28 | PM Philip Morris International Inc | 1.77M | $322.2M | 0.8% | -0.4% | 13F ↗ |
| 29 | GEV GE Vernova Inc. | 270,578 | $318.0M | 0.8% | -1.0% | 13F ↗ |
| 30 | Vanguard Index Fds S&P 500 Etf Shs | 430,074 | $295.4M | 0.8% | +1.8% | 13F ↗ |
| 31 | LOW Lowe's Companies, Inc. | 1.32M | $290.4M | 0.7% | -5.9% | 13F ↗ |
| 32 | CRM Salesforce, Inc. | 1.74M | $273.4M | 0.7% | -34.2% | 13F ↗ |
| 33 | TTWO Take-Two Interactive Software, Inc. | 1.02M | $253.9M | 0.6% | +0.4% | 13F ↗ |
| 34 | UBER Uber Technologies, Inc. | 3.44M | $248.5M | 0.6% | +446% | 13F ↗ |
| 35 | ALLY Ally Financial Inc. | 4.48M | $205.8M | 0.5% | -2.3% | 13F ↗ |
| 36 | ORLY O'Reilly Automotive, Inc. | 2.21M | $203.8M | 0.5% | -2.4% | 13F ↗ |
| 37 | MAR Marriott International | 528,442 | $195.8M | 0.5% | -1.7% | 13F ↗ |
| 38 | BKNG Booking Holdings Inc. | 1.09M | $194.1M | 0.5% | +5.8% | 13F ↗ |
| 39 | JNJ Johnson & Johnson | 704,715 | $179.0M | 0.5% | -0.7% | 13F ↗ |
| 40 | UNP Union Pacific Corporation | 647,042 | $176.0M | 0.4% | -1.3% | 13F ↗ |
| 41 | CSL Carlisle Companies Incorporated | 469,174 | $170.2M | 0.4% | +5.6% | 13F ↗ |
| 42 | AMRZ Amrize Ltd | 3.14M | $167.6M | 0.4% | -20.1% | 13F ↗ |
| 43 | AXP American Express Company | 453,549 | $153.4M | 0.4% | -1.3% | 13F ↗ |
| 44 | ABBV AbbVie Inc. | 594,732 | $149.7M | 0.4% | -1.7% | 13F ↗ |
| 45 | GE GE Aerospace | 385,836 | $144.2M | 0.4% | +100% | 13F ↗ |
| 46 | MCD McDonald's Corporation | 519,232 | $140.4M | 0.4% | -3.9% | 13F ↗ |
| 47 | MTCH Match Group, Inc. | 3.67M | $139.6M | 0.4% | -0.5% | 13F ↗ |
| 48 | VRT Vertiv Holdings Co | 385,343 | $129.0M | 0.3% | -30.2% | 13F ↗ |
| 49 | BALL Ball Corporation | 2.04M | $127.5M | 0.3% | +1.1% | 13F ↗ |
| 50 | AIZ Assurant, Inc. | 405,627 | $108.9M | 0.3% | -0.7% | 13F ↗ |
Showing the top 50 of 742 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
50 new, 157 added to, 364 trimmed, 61 exited, 171 unchanged. By estimated dollars.
New positions (50)
| HON Honeywell International Inc. | 1.86M | New | $416.0M |
| HONA Honeywell Aerospace Inc. | 1.88M | New | $414.7M |
| WOLF Wolfspeed, Inc. | 1.64M | New | $79.4M |
| WDAY Workday, Inc. | 639,339 | New | $78.3M |
| EROK EagleRock Land, LLC | 3.26M | New | $69.2M |
| SONY Sony Group Corporation | 85,175 | New | $1.7M |
| Vanguard Mun Bd Fds Intermediate Trm | 8,500 | New | $858.2K |
| MRVL Marvell Technology, Inc. | 2,864 | New | $853.2K |
| SPCX Space Exploration Technologies Corp. | 4,619 | New | $789.2K |
| Dbx ETF Tr Xtrack Msci Eafe | 14,218 | New | $776.7K |
Added to (157)
| UBER Uber Technologies, Inc. | 3.44M | +446% | $203.0M |
| GE GE Aerospace | 385,836 | +100% | $72.2M |
| QXO QXO, Inc. | 4.87M | +196% | $55.7M |
| V Visa Inc. | 1.68M | +8.6% | $45.9M |
| TMO Thermo Fisher Scientific Inc | 841,894 | +9.7% | $37.5M |
| ACN Accenture plc | 756,729 | +57.3% | $34.3M |
| Vanguard Index Fds Mrngstr Val Etf | 171,366 | +645% | $32.3M |
| VLTO Veralto Corp | 821,834 | +43.3% | $22.0M |
| iShares Tr Core S&P500 Etf | 90,479 | +32.2% | $16.5M |
| BKNG Booking Holdings Inc. | 1.09M | +5.8% | $10.7M |
Trimmed (364)
| AMAT Applied Materials, Inc. | 1.24M | -17.6% | -$191.6M |
| INTC Intel Corporation | 4.64M | -18.5% | -$146.9M |
| CRM Salesforce, Inc. | 1.74M | -34.2% | -$142.1M |
| KNSL Kinsale Capital Group, Inc. | 188,375 | -69.4% | -$141.0M |
| BSX Boston Scientific Corporation | 1.70M | -65.4% | -$137.2M |
| BRK-A Berkshire Hathaway Inc. Class A | 13,803 | -1.2% | -$124.3M |
| ASML ASML Holding N.V. · Equities | 718,408 | -4.8% | -$71.5M |
| UNH UnitedHealth Group Incorporated | 867,432 | -15.6% | -$66.6M |
| VRT Vertiv Holdings Co | 385,343 | -30.2% | -$55.8M |
| CPRT Copart, Inc. | 1.10M | -62.7% | -$52.1M |
Exited (61)
| Honeywell International Inc | 1.98M | Exited | -$447.7M |
| BAH Booz Allen Hamilton Holding Corporation | 353,892 | Exited | -$27.6M |
| Vanguard World Fd Health Car Etf | 87,532 | Exited | -$23.8M |
| TAC TransAlta Corporation | 793,222 | Exited | -$10.4M |
| Coterra Energy Inc | 229,162 | Exited | -$8.1M |
| Taylor Morrison Home Corp | 136,915 | Exited | -$8.0M |
| DMAC DiaMedica Therapeutics Inc. | 455,000 | Exited | -$3.1M |
| PSN Parsons Corporation | 56,765 | Exited | -$3.1M |
| iShares Tr Etf | 18,485 | Exited | -$1.5M |
| ULTA Ulta Beauty, Inc. | 2,220 | Exited | -$1.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer