FIRST MANHATTAN CO. LLC.

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$38.1B

Total Positions

729

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

BRK/A27.90%

MSFT5.53%

AAPL3.69%

GOOG3.45%

KKR2.88%

BN2.87%

BRK/B2.45%

AZO2.33%

ASML2.23%

ORCL2.04%

Other18.59%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

MTSI28Q held

MACOM Technology Solutions Holdings Inc

Avg $16.71 · $395,400 est. P&L

Est. P&L

+946.50%

CIEN29Q held

Ciena Corp

Avg $34.08 · $9.4M est. P&L

Est. P&L

+599.46%

CSW29Q held

CSW Industrials Inc

Avg $46.23 · $69.9M est. P&L

Est. P&L

+552.80%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 729 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
BRK/A BERKSHIRE HATHAWAY INC DEL C	14,077	$10.6B	27.9%	—	—	—	29 qtrs	Decreased 0
MSFT Microsoft Corp	4.4M	$2.1B	5.5%	—	$97.65	+399.20%	29 qtrs	Decreased 0
AAPL Apple Inc	5.2M	$1.4B	3.7%	—	$91.83	+197.10%	29 qtrs	Decreased 0
GOOG Alphabet Inc	4.2M	$1.3B	3.5%	—	$96.13	+227.22%	29 qtrs	Decreased 0
KKR KKR & Co Inc	8.6M	$1.1B	2.9%	—	$38.45	+234.59%	28 qtrs	Increased 55
BN BROOKFIELD CORP	23.8M	$1.1B	2.9%	—	$28.83	+60.54%	13 qtrs	Increased 75
BRK/B Berkshire Hathaway Inc	1.9M	$932.2M	2.4%	—	—	—	29 qtrs	Decreased 0
AZO AutoZone Inc	261,314	$886.2M	2.3%	—	$1,124.59	+202.23%	29 qtrs	Increased 56
ASML ASML Holding NV	792,284	$847.6M	2.2%	—	$674.81	+58.67%	21 qtrs	Decreased 0
ORCL Oracle Corp	4M	$776.2M	2.0%	—	$53.77	+265.82%	29 qtrs	Decreased 0
AVGO Broadcom Inc	2.2M	$765.3M	2.0%	—	$163.27	+114.28%	28 qtrs	Decreased 0
CRM Salesforce Inc	2.7M	$707.7M	1.9%	—	$263.94	+0.75%	29 qtrs	Increased 59
DHR Danaher Corp	2.3M	$529.4M	1.4%	—	$111.74	+106.44%	29 qtrs	Decreased 0
GOOGL Alphabet Inc	1.6M	$501.6M	1.3%	—	$101.60	+208.92%	29 qtrs	Decreased 0
AMZN Amazon.com Inc	2.1M	$492.4M	1.3%	—	$155.11	+49.91%	29 qtrs	Increased 51
AMAT Applied Materials Inc	1.9M	$484.5M	1.3%	—	$198.87	+30.72%	29 qtrs	Decreased 0
V Visa Inc	1.3M	$455.7M	1.2%	—	$196.21	+79.86%	29 qtrs	Increased 50
UNH UnitedHealth Group Inc	1.4M	$446.8M	1.2%	—	$304.50	+9.08%	29 qtrs	Increased 50
TMO Thermo Fisher Scientific Inc	768,910	$445.8M	1.2%	—	$377.28	+54.65%	29 qtrs	Decreased 0
TTWO Take-Two Interactive Software Inc	1.7M	$431.4M	1.1%	—	$155.51	+65.84%	10 qtrs	Decreased 0
NVDA NVIDIA Corp	2M	$379.1M	1.0%	—	$125.92	+48.94%	29 qtrs	Increased 44
HON Honeywell International Inc	1.9M	$372.6M	1.0%	—	$138.97	+41.30%	29 qtrs	Increased 46
SNPS Synopsys Inc	784,551	$368.5M	1.0%	—	$481.99	-1.56%	24 qtrs	Increased 50
LOW Lowe's Cos Inc	1.5M	$361.3M	0.9%	—	$180.62	+34.03%	29 qtrs	Increased 44
LB LANDBRIDGE COMPANY LLC	6.9M	$338.7M	0.9%	—	$45.18	+11.16%	7 qtrs	Increased 53
Showing 25 of 729 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

MRSHMarsh & McLennan Cos Inc

Q1 2024 → Q4 2025+22,947 shares+$4.2M

NVDANVIDIA Corp

Q1 2024 → Q4 2025+2M shares+$356.7M

CBChubb Ltd

Q1 2024 → Q4 2025+133,392 shares+$49.8M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer