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FIRST MANHATTAN CO. LLC.
hedge fundUpdated 27 days agoManaged by First Manhattan Co • Latest filing Q2 2026
Portfolio value
$39.2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $26.1B |
| Q2 2023 | $27.3B |
| Q3 2023 | $27.1B |
| Q4 2023 | $28.8B |
| Q1 2024 | $30.9B |
| Q2 2024 | $31.2B |
| Q3 2024 | $33.7B |
| Q4 2024 | $34.1B |
| Q1 2025 | $34.3B |
| Q2 2025 | $35.4B |
| Q3 2025 | $37.9B |
| Q4 2025 | $38.1B |
| Q1 2026 | $36.1B |
| Q2 2026 | $39.2B |
Top holdings
742 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $10.3B | 13.8K | 26.34% | — |
| 2 | M MSFT MICROSOFT CORP | $1.6B | 4.35M | 4.13% | — |
| 3 | A ASMLF ASML HLDG NV | $1.4B | 718.4K | 3.64% | — |
| 4 | A AAPL APPLE INC | $1.4B | 4.94M | 3.64% | — |
| 5 | G GOOGN ALPHABET INC | $1.4B | 3.93M | 3.54% | — |
| 6 | B BXDIF BROOKFIELD CORP | $964.4M | 22.61M | 2.46% | — |
| 7 | A AMAT APPLIED MATLS INC | $896.8M | 1.24M | 2.29% | — |
| 8 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $889.6M | 1.78M | 2.27% | — |
| 9 | K KKRS KKR & CO INC | $864.2M | 9.42M | 2.20% | — |
| 10 | A AZO AUTOZONE INC | $837.8M | 262.1K | 2.14% | — |
| 11 | A AVGO BROADCOM INC | $812.3M | 2.15M | 2.07% | — |
| 12 | A AMZN AMAZON COM INC | $777.6M | 3.26M | 1.98% | — |
| 13 | I INTC INTEL CORP | $647.7M | 4.64M | 1.65% | — |
| 14 | V V VISA INC | $577.3M | 1.68M | 1.47% | — |
| 15 | L LB LANDBRIDGE COMPANY LLC | $561.2M | 7.08M | 1.43% | — |
| 16 | O ORCL-PD ORACLE CORP | $552.9M | 3.77M | 1.41% | — |
| 17 | G GOOGN ALPHABET INC | $528.6M | 1.48M | 1.35% | — |
| 18 | N NVDA NVIDIA CORPORATION | $506.6M | 2.53M | 1.29% | — |
| 19 | T TPL TEXAS PACIFIC LAND CORPORATI | $466M | 1.06M | 1.19% | — |
| 20 | D DHR DANAHER CORP DEL | $429.1M | 2.25M | 1.09% | — |