First Manhattan Co. Llc. 13F Holdings · Q2 2026
First Manhattan Co. Llc. reported 742 securities worth $39.24B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRK/A (26.34%), MSFT (4.13%), AAPL (3.64%). Among its top 25 positions this quarter: 2 new, 8 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $10.34B | 26.34% | 13,803 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $1.62B | 4.13% | 4.3M | Trimmed |
| 3 | AAPL | APPLE INC | $1.43B | 3.64% | 4.9M | Trimmed |
| 4 | ASML | ASML HLDG NV | $1.43B | 3.64% | 718,408 | Trimmed |
| 5 | GOOG | ALPHABET INC | $1.39B | 3.54% | 3.9M | Trimmed |
| 6 | BN | BROOKFIELD CORP | $964.4M | 2.46% | 22.6M | Trimmed |
| 7 | AMAT | APPLIED MATLS INC | $896.8M | 2.29% | 1.2M | Trimmed |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $889.6M | 2.27% | 1.8M | Trimmed |
| 9 | KKR | KKR & CO INC | $864.2M | 2.20% | 9.4M | Added |
| 10 | AZO | AUTOZONE INC | $837.8M | 2.14% | 262,141 | Added |
| 11 | AVGO | BROADCOM INC | $812.3M | 2.07% | 2.2M | Trimmed |
| 12 | AMZN | AMAZON COM INC | $777.6M | 1.98% | 3.3M | Added |
| 13 | INTC | INTEL CORP | $647.7M | 1.65% | 4.6M | Trimmed |
| 14 | V | VISA INC | $577.3M | 1.47% | 1.7M | Added |
| 15 | LB | LANDBRIDGE COMPANY LLC | $561.2M | 1.43% | 7.1M | Added |
| 16 | ORCL | ORACLE CORP | $552.9M | 1.41% | 3.8M | Trimmed |
| 17 | GOOGL | ALPHABET INC | $528.6M | 1.35% | 1.5M | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $506.6M | 1.29% | 2.5M | Trimmed |
| 19 | TPL | TEXAS PACIFIC LAND CORPORATI | $466.0M | 1.19% | 1.1M | Added |
| 20 | DHR | DANAHER CORP DEL | $429.1M | 1.09% | 2.2M | Trimmed |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $422.4M | 1.08% | 841,894 | Added |
| 22 | SPGI | S&P GLOBAL INC | $421.0M | 1.07% | 1.0M | Trimmed |
| 23 | HON | HONEYWELL INTL INC | $416.0M | 1.06% | 1.9M | New |
| 24 | HONA | HONEYWELL AEROSPACE INC | $414.7M | 1.06% | 1.9M | New |
| 25 | SNPS | SYNOPSYS INC | $383.2M | 0.98% | 859,147 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR