First Manhattan Co. LLC
$39.2B 13F equity value
801 Holdings
Quarter ended June 30, 2026
The latest 13F on file for First Manhattan Co. LLC covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DEL | 13,803 | $10.3B | 26.4% |
| MSFT | MICROSOFT CORP | 4,345,361 | $1.6B | 4.1% |
| ASML | ASML HLDG NV | 718,408 | $1.4B | 3.6% |
| AAPL | APPLE INC | 4,935,720 | $1.4B | 3.6% |
| GOOG | ALPHABET INC | 3,931,213 | $1.4B | 3.5% |
| BN | BROOKFIELD CORP | 22,611,066 | $964M | 2.5% |
| AMAT | APPLIED MATLS INC | 1,240,454 | $897M | 2.3% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1,777,769 | $890M | 2.3% |
| KKR | KKR & CO INC | 9,416,070 | $864M | 2.2% |
| AZO | AUTOZONE INC | 262,141 | $838M | 2.1% |
Track First Manhattan Co. LLC's 13F portfolio: $39.2B in reported holdings, 801 positions. Top holdings and quarterly changes on SentiSense.
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