Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FIRST MANHATTAN CO. LLC. (CIK 728083) reported $36.06B across 745 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/A ($10.03B, 27.82%), MSFT ($1.62B, 4.49%), AAPL ($1.27B, 3.53%), GOOG ($1.16B, 3.22%), ASML ($996.4M, 2.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $10.03B | 27.82% | 13,969 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $1.62B | 4.49% | 4.4M | Added |
| 3 | AAPL | APPLE INC | $1.27B | 3.53% | 5.0M | Trimmed |
| 4 | GOOG | ALPHABET INC | $1.16B | 3.22% | 4.1M | Trimmed |
| 5 | ASML | ASML HLDG NV | $996.4M | 2.76% | 754,352 | Trimmed |
| 6 | BN | BROOKFIELD CORP | $940.0M | 2.61% | 23.3M | Trimmed |
| 7 | AZO | AUTOZONE INC | $884.4M | 2.45% | 261,815 | Added |
| 8 | KKR | KKR & CO INC | $869.0M | 2.41% | 9.4M | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $864.3M | 2.40% | 1.8M | Trimmed |
| 10 | AMZN | AMAZON COM INC | $677.9M | 1.88% | 3.3M | Added |
| 11 | AVGO | BROADCOM INC | $675.7M | 1.87% | 2.2M | Trimmed |
| 12 | ORCL | ORACLE CORP | $579.6M | 1.61% | 3.9M | Trimmed |
| 13 | AMAT | APPLIED MATLS INC | $514.5M | 1.43% | 1.5M | Trimmed |
| 14 | TPL | TEXAS PACIFIC LAND CORPORATI | $504.3M | 1.40% | 1.1M | Added |
| 15 | CRM | SALESFORCE INC | $493.8M | 1.37% | 2.6M | Trimmed |
| 16 | LB | LANDBRIDGE COMPANY LLC | $487.3M | 1.35% | 7.1M | Added |
| 17 | V | VISA INC | $468.1M | 1.30% | 1.5M | Added |
| 18 | HON | HONEYWELL INTL INC | $447.7M | 1.24% | 2.0M | Added |
| 19 | SPGI | S&P GLOBAL INC | $445.2M | 1.23% | 1.0M | Added |
| 20 | NVDA | NVIDIA CORPORATION | $443.5M | 1.23% | 2.5M | Added |
| 21 | DHR | DANAHER CORP DEL | $444.2M | 1.23% | 2.3M | Added |
| 22 | GOOGL | ALPHABET INC | $436.1M | 1.21% | 1.5M | Trimmed |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $377.4M | 1.05% | 767,160 | Trimmed |
| 24 | LIN | LINDE PLC | $353.3M | 0.98% | 712,599 | Trimmed |
| 25 | SNPS | SYNOPSYS INC | $336.4M | 0.93% | 848,592 | Added |
Source: SEC Form 13F filings · as of 2026-03-31