Institutional Fund
First Manhattan Co. LLC.
New York, NYCIK 7280835 filings on record
Portfolio Value
$36.06B
Q1 2026
Holdings
753
Reported positions
New Buys
69
Opened this quarter
QoQ Change
-5.3%
from $38.09B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del27.8%
- Microsoft Corp4.5%
- Apple Inc3.5%
- Alphabet Inc3.2%
- Asml Holding N V2.8%
- Brookfield Corp2.6%
- Other55.6%
Portfolio Holdings
753 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 14.0K | $10.03B | 27.8% | −108 | Reduced |
| 2 | Microsoft Corp | 4.37M | $1.62B | 4.5% | +13.1K | Added |
| 3 | Apple Inc | 5.02M | $1.27B | 3.5% | −157.3K | Reduced |
| 4 | Alphabet Inc | 4.05M | $1.16B | 3.2% | −139.5K | Reduced |
| 5 | Asml Holding N V | 754.4K | $996.37M | 2.8% | −37.9K | Reduced |
| 6 | Brookfield Corp | 23.27M | $940.00M | 2.6% | −529.5K | Reduced |
| 7 | Autozone Inc | 261.8K | $884.35M | 2.5% | +501 | Added |
| 8 | Kkr & Co Inc | 9.39M | $868.96M | 2.4% | +797.1K | Added |
| 9 | Berkshire Hathaway Inc Del | 1.80M | $864.29M | 2.4% | −51.0K | Reduced |
| 10 | Amazon Com Inc | 3.26M | $677.94M | 1.9% | +1.12M | Added |
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