First Manhattan Co. Llc.
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$39.24B
Q ending 2026-06-30
Prior quarter
$36.06B
Q ending 2026-03-31
Change
+8.8% QoQ · +10.8% YoY
Positions
742
reported holdings
Largest positions
Top 100 of 742 reported positions by value, Q ending 2026-06-30. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/A | Shares | $10.34B | 14K |
| Microsoft Corp | MSFT | Shares | $1.62B | 4.3M |
| Asml Hldg Nv | Shares | $1.43B | 718K | |
| Apple Inc | AAPL | Shares | $1.43B | 4.9M |
| Alphabet Inc | GOOG | Shares | $1.39B | 3.9M |
| Brookfield Corp | BN | Shares | $964.4M | 22.6M |
| Applied Matls Inc | AMAT | Shares | $896.8M | 1.2M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $889.6M | 1.8M |
| Kkr & Co Inc | KKR | Shares | $864.2M | 9.4M |
| Autozone Inc | AZO | Shares | $837.8M | 262K |
| Broadcom Inc | AVGO | Shares | $812.3M | 2.2M |
| Amazon Com Inc | AMZN | Shares | $777.6M | 3.3M |
| Intel Corp | INTC | Shares | $647.7M | 4.6M |
| Visa Inc | V | Shares | $577.3M | 1.7M |
| Landbridge Company Llc | LB | Shares | $561.2M | 7.1M |
| Oracle Corp | ORCL | Shares | $552.9M | 3.8M |
| Alphabet Inc | GOOGL | Shares | $528.6M | 1.5M |
| Nvidia Corporation | NVDA | Shares | $506.6M | 2.5M |
| Texas Pacific Land Corporati | TPL | Shares | $466.0M | 1.1M |
| Danaher Corp Del | DHR | Shares | $429.1M | 2.2M |
| Thermo Fisher Scientific Inc | TMO | Shares | $422.4M | 842K |
| S&P Global Inc | SPGI | Shares | $421.0M | 1.0M |
| Honeywell Intl Inc | HON | Shares | $416.0M | 1.9M |
| Honeywell Aerospace Inc | HONA | Shares | $414.7M | 1.9M |
| Synopsys Inc | SNPS | Shares | $383.2M | 859K |
| Unitedhealth Group Inc | UNH | Shares | $360.5M | 867K |
| Linde Plc | Shares | $352.0M | 678K | |
| Philip Morris Intl Inc | PM | Shares | $322.2M | 1.8M |
| Ge Vernova Inc | GEV | Shares | $318.0M | 271K |
| Vanguard Index Fds | VOO | Shares | $295.4M | 430K |
| Lowes Cos Inc | LOW | Shares | $290.4M | 1.3M |
| Salesforce Inc | CRM | Shares | $273.4M | 1.7M |
| Take-Two Interactive Softwar | TTWO | Shares | $253.9M | 1.0M |
| Uber Technologies Inc | UBER | Shares | $248.5M | 3.4M |
| Ally Finl Inc | ALLY | Shares | $205.8M | 4.5M |
| Oreilly Automotive Inc | ORLY | Shares | $203.8M | 2.2M |
| Marriott Intl Inc New | MAR | Shares | $195.8M | 528K |
| Booking Holdings Inc | BKNG | Shares | $194.1M | 1.1M |
| Johnson & Johnson | JNJ | Shares | $179.0M | 705K |
| Union Pac Corp | UNP | Shares | $176.0M | 647K |
| Carlisle Cos Inc | CSL | Shares | $170.2M | 469K |
| Amrize Ltd | Shares | $167.6M | 3.1M | |
| American Express Co | AXP | Shares | $153.4M | 454K |
| Abbvie Inc | ABBV | Shares | $149.7M | 595K |
| Ge Aerospace | GE | Shares | $144.2M | 386K |
| Mcdonalds Corp | MCD | Shares | $140.4M | 519K |
| Match Group Inc New | MTCH | Shares | $139.6M | 3.7M |
| Vertiv Holdings Co | VRT | Shares | $129.0M | 385K |
| Ball Corp | BALL | Shares | $127.5M | 2.0M |
| Assurant Inc | AIZ | Shares | $108.9M | 406K |
| Capital One Finl Corp | COF | Shares | $107.7M | 537K |
| Meta Platforms Inc | META | Shares | $99.1M | 176K |
| Northern Lts Fd Tr Iv | FMCX | Shares | $97.7M | 2.6M |
| Jpmorgan Chase & Co | JPM | Shares | $96.3M | 294K |
| Invesco Exchange Traded Fd T | RSP | Shares | $95.1M | 447K |
| Accenture Plc Ireland | Shares | $94.2M | 757K | |
| Intercontinental Exchange In | ICE | Shares | $89.7M | 729K |
| Service Corp Intl | SCI | Shares | $87.9M | 1.2M |
| Eli Lilly & Co | LLY | Shares | $87.2M | 73K |
| Qxo Inc | QXO | Shares | $84.1M | 4.9M |
| Wolfspeed Inc | WOLF | Shares | $79.4M | 1.6M |
| Workday Inc | WDAY | Shares | $78.3M | 639K |
| Csw Industrials Inc | CSW | Shares | $75.2M | 270K |
| Veralto Corp | VLTO | Shares | $73.0M | 822K |
| Coca Cola Co | KO | Shares | $72.7M | 888K |
| Boston Scientific Corp | BSX | Shares | $72.4M | 1.7M |
| Pool Corp | POOL | Shares | $69.4M | 323K |
| Eaglerock Ld Llc | EROK | Shares | $69.2M | 3.3M |
| Cencora Inc | COR | Shares | $68.1M | 241K |
| Tmc The Metals Company Inc | TMC | Shares | $67.8M | 15.3M |
| Ishares Tr | IVV | Shares | $67.8M | 90K |
| Blackline Inc | BL | Shares | $67.5M | 2.4M |
| Brookfield Infrastructure Pa | Shares | $65.6M | 1.8M | |
| Chubb Limited | Shares | $65.1M | 191K | |
| Kinsale Cap Group Inc | KNSL | Shares | $62.1M | 188K |
| Keysight Technologies Inc | KEYS | Shares | $61.4M | 175K |
| Iqvia Hldgs Inc | IQV | Shares | $60.4M | 313K |
| Vanguard Index Fds | VO | Shares | $56.3M | 698K |
| Ishares Tr | SOXX | Shares | $54.7M | 85K |
| Nestle Sa | NSRGY | Shares | $54.2M | 528K |
| Mastercard Incorporated | MA | Shares | $50.1M | 98K |
| Brookfield Asset Managmt Ltd | BAM | Shares | $47.9M | 1.1M |
| Canadian Nat Res Ltd Med Ter | CNQ | Shares | $44.9M | 1.1M |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $44.9M | 136K |
| Morgan Stanley | MS | Shares | $44.1M | 211K |
| Mondelez Intl Inc | MDLZ | Shares | $43.2M | 740K |
| Schwab Charles Corp | SCHW | Shares | $42.3M | 459K |
| Moodys Corp | MCO | Shares | $40.3M | 89K |
| International Business Machs | IBM | Shares | $39.4M | 140K |
| Advanced Micro Devices Inc | AMD | Shares | $38.7M | 67K |
| Vanguard Index Fds | VTV | Shares | $37.3M | 171K |
| Vanguard Specialized Funds | VIG | Shares | $35.8M | 151K |
| Amgen Inc | AMGN | Shares | $31.5M | 87K |
| Copart Inc | CPRT | Shares | $31.0M | 1.1M |
| Snap On Inc | SNA | Shares | $30.6M | 76K |
| Wells Fargo & Co | WFC | Shares | $30.1M | 364K |
| Vanguard Index Fds | VB | Shares | $30.1M | 99K |
| Procter & Gamble Co | PG | Shares | $29.8M | 203K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $29.4M | 39K |
| Vanguard Whitehall Fds | VYM | Shares | $29.1M | 184K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.