First Manhattan Co. Llc. 13F 持仓 · 2026年Q2
First Manhattan Co. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 742 只证券，申报市值合计 392.40 亿美元。前几大持仓：BRK/A（26.34%）、MSFT（4.13%）、AAPL（3.64%）。本季前 25 大持仓中：新建仓 2 只、增持 8 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $10.34B | 26.34% | 13,803 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $1.62B | 4.13% | 4.3M | 减持 |
| 3 | AAPL | APPLE INC | $1.43B | 3.64% | 4.9M | 减持 |
| 4 | ASML | ASML HLDG NV | $1.43B | 3.64% | 718,408 | 减持 |
| 5 | GOOG | ALPHABET INC | $1.39B | 3.54% | 3.9M | 减持 |
| 6 | BN | BROOKFIELD CORP | $964.4M | 2.46% | 22.6M | 减持 |
| 7 | AMAT | APPLIED MATLS INC | $896.8M | 2.29% | 1.2M | 减持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $889.6M | 2.27% | 1.8M | 减持 |
| 9 | KKR | KKR & CO INC | $864.2M | 2.20% | 9.4M | 增持 |
| 10 | AZO | AUTOZONE INC | $837.8M | 2.14% | 262,141 | 增持 |
| 11 | AVGO | BROADCOM INC | $812.3M | 2.07% | 2.2M | 减持 |
| 12 | AMZN | AMAZON COM INC | $777.6M | 1.98% | 3.3M | 增持 |
| 13 | INTC | INTEL CORP | $647.7M | 1.65% | 4.6M | 减持 |
| 14 | V | VISA INC | $577.3M | 1.47% | 1.7M | 增持 |
| 15 | LB | LANDBRIDGE COMPANY LLC | $561.2M | 1.43% | 7.1M | 增持 |
| 16 | ORCL | ORACLE CORP | $552.9M | 1.41% | 3.8M | 减持 |
| 17 | GOOGL | ALPHABET INC | $528.6M | 1.35% | 1.5M | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $506.6M | 1.29% | 2.5M | 减持 |
| 19 | TPL | TEXAS PACIFIC LAND CORPORATI | $466.0M | 1.19% | 1.1M | 增持 |
| 20 | DHR | DANAHER CORP DEL | $429.1M | 1.09% | 2.2M | 减持 |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $422.4M | 1.08% | 841,894 | 增持 |
| 22 | SPGI | S&P GLOBAL INC | $421.0M | 1.07% | 1.0M | 减持 |
| 23 | HON | HONEYWELL INTL INC | $416.0M | 1.06% | 1.9M | 新建仓 |
| 24 | HONA | HONEYWELL AEROSPACE INC | $414.7M | 1.06% | 1.9M | 新建仓 |
| 25 | SNPS | SYNOPSYS INC | $383.2M | 0.98% | 859,147 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR