FIRST MANHATTAN CO. LLC.
Institutional investor · Portfolio as of Q3 2024
Top Holdings682 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL A | 14,689 | $10.2B | 30.1% | $359,643.70 | +90.79% | 24 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 4.5M | $1.9B | 5.7% | $95.25 | +344.74% | 24 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 6.7M | $1.6B | 4.6% | $92.99 | +148.49% | 24 qtrssince 2018-Q4 | Decreased 0 |
KKR & CO INC | 8.7M | $1.1B | 3.4% | — | — | — | Decreased 0 |
BROOKFIELD CORP /CAD/ | 17.1M | $911M | 2.7% | $20.54 | +71.98% | 8 qtrssince 2022-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.6M | $910.6M | 2.7% | $303.85 | +86.18% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 5.4M | $905.8M | 2.7% | $96.13 | +71.08% | 24 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.9M | $895.5M | 2.7% | $205.28 | +122.85% | 24 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 5.2M | $893.2M | 2.6% | $53.77 | +209.22% | 24 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 258,948 | $815.7M | 2.4% | $1,066.46 | +195.37% | 24 qtrssince 2018-Q4 | Increased 54 |
THERMO FISHER SCIENTIFIC INC | 886,330 | $548.6M | 1.6% | $368.36 | +66.09% | 24 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 1.9M | $536.4M | 1.6% | $93.55 | +192.25% | 24 qtrssince 2018-Q4 | Decreased 0 |
APPLIED MATERIALS INC | 2.6M | $527.7M | 1.6% | $205.71 | -3.22% | 24 qtrssince 2018-Q4 | Increased 68 |
SALESFORCE.COM INC | 1.5M | $422.8M | 1.3% | $262.26 | +3.05% | 24 qtrssince 2018-Q4 | Increased 79 |
BROADCOM INC | 2.3M | $402.4M | 1.2% | $162.49 | +4.54% | 23 qtrssince 2019-Q1 | Increased 79 |
LOWE'S COS INC | 1.4M | $377.5M | 1.1% | $174.55 | +49.16% | 24 qtrssince 2018-Q4 | Increased 49 |
VISA INC-CLASS A SHARES | 1.2M | $343.1M | 1.0% | $188.31 | +43.84% | 24 qtrssince 2018-Q4 | Increased 55 |
TAKE-TWO INTERACTIVE SOFTWRE | 2.1M | $328.1M | 1.0% | $150.15 | +1.93% | 5 qtrssince 2023-Q3 | Increased 46 |
S&P GLOBAL INC | 634,625 | $327.9M | 1.0% | $294.45 | +63.35% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.9M | $321.8M | 1.0% | $101.21 | +61.18% | 24 qtrssince 2018-Q4 | Increased 45 |
FIRST MANHATTAN CO. LLC. manages $33.7B across 682 positions as of Q3 2024. Top holdings: BRK/A (30.1%), MSFT (5.7%), AAPL (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 38 new positions, 25 exits, 163 increased. Top move: CRM (INCREASED, conviction 79). Portfolio: $33.7B across 682 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR