FIRST MANHATTAN CO. LLC.
NEW YORK NY · SEC CIK 0000728083
$360.62亿2026Q1 申报市值
753持仓数
53.6%前十大占比 · 第一大 27.8%
64 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMZN 加仓+$2.34亿
BSX 加仓+$1.90亿
SPGI 加仓+$1.75亿
BKNG 加仓+$1.71亿
INTC 加仓+$1.21亿
2026Q1 卖出最多 按季末市值估算
TTWO 减仓-$1.33亿
AMAT 减仓-$1.30亿
UNH 减仓-$8,813.80万
BRK/A 减仓-$7,755.91万
LVMH MOET HENNES 减仓-$6,363.63万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -496,726 | -100.0% | -$1,319.30万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -180,074 | -100.0% | -$743.17万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -350,000 | -100.0% | -$735.00万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -5,161 | -100.0% | -$341.88万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -10,837 | -100.0% | -$216.18万 | 清仓 |
| LEN/B | LENNAR CORP | $0 | 0.00% | 0 | -21,717 | -100.0% | -$206.57万 | 清仓 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | -40,313 | -100.0% | -$205.23万 | 清仓 |
| MSM | MSC INDL DIRECT INC | $0 | 0.00% | 0 | -19,771 | -100.0% | -$166.27万 | 清仓 |
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 0 | -80,225 | -100.0% | -$137.18万 | 清仓 |
| SAFT | SAFETY INS GROUP INC | $0 | 0.00% | 0 | -12,800 | -100.0% | -$99.72万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -8,082 | -100.0% | -$82.17万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -19,467 | -100.0% | -$71.04万 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | -44,425 | -100.0% | -$67.39万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,476 | -100.0% | -$65.70万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,556 | -100.0% | -$65.37万 | 清仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $0 | 0.00% | 0 | -2,619 | -100.0% | -$60.90万 | 清仓 |
| BIO | BIO RAD LABS INC | $0 | 0.00% | 0 | -1,915 | -100.0% | -$58.02万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -298 | -100.0% | -$50.38万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -6,847 | -100.0% | -$46.04万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -779 | -100.0% | -$44.69万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -779 | -100.0% | -$44.24万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -669 | -100.0% | -$38.85万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -4,829 | -100.0% | -$34.84万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -2,475 | -100.0% | -$32.71万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,990 | -100.0% | -$30.37万 | 清仓 |
| — | NATHANS FAMOUS INC NEW | $0 | 0.00% | 0 | -3,120 | -100.0% | -$29.19万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -3,456 | -100.0% | -$29.12万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,451 | -100.0% | -$27.50万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -3,160 | -100.0% | -$25.90万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,050 | -100.0% | -$23.54万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -2,660 | -100.0% | -$23.20万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,440 | -100.0% | -$22.95万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -11,608 | -100.0% | -$22.68万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TATT | TAT TECHNOLOGIES LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PAVMED INC | $0 | 0.00% | 0 | -714,100 | -100.0% | -$15.77万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | -13,638 | -100.0% | -$13.71万 | 清仓 |
| — | ZEVIA PBC | $0 | 0.00% | 0 | -22,000 | -100.0% | -$5.10万 | 清仓 |
| — | MOGO INC | $0 | 0.00% | 0 | -26,400 | -100.0% | -$2.87万 | 清仓 |
| — | PDS BIOTECHNOLOGY CORP | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.15万 | 清仓 |
| — | CALCIMEDICA INC | $7,142 | 0.00% | 13,226 | 0 | 0.0% | — | 不变 |
| — | GROVE COLLABORATIVE HOLD INC | $1.49万 | 0.00% | 11,662 | 0 | 0.0% | — | 不变 |
| — | ORION DIGITAL CORP | $2.54万 | 0.00% | 26,400 | 26,400 | — | $2.54万 | 新建仓 |
| — | VALENS SEMICONDUCTOR LTD | $4.91万 | 0.00% | 43,458 | 0 | 0.0% | — | 不变 |
| OVID | OVID THERAPEUTICS INC | $5.77万 | 0.00% | 26,000 | 0 | 0.0% | — | 不变 |
| — | ALDEYRA THERAPEUTICS INC | $5.87万 | 0.00% | 34,745 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $5.95万 | 0.00% | 52,150 | 400 | 0.8% | $456 | 加仓 |
| — | KALTURA INC | $6.10万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | MDXHEALTH SA | $6.21万 | 0.00% | 27,000 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP | $6.30万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| — | EMERALD HOLDING INC | $9.85万 | 0.00% | 21,763 | 0 | 0.0% | — | 不变 |
| — | 1STDIBS COM INC | $10.17万 | 0.00% | 18,484 | -319,289 | -94.5% | -$175.61万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $10.18万 | 0.00% | 28,998 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NY AMT FREE | $10.29万 | 0.00% | 10,010 | 0 | 0.0% | — | 不变 |
| — | UNITED GUARDIAN INC | $10.76万 | 0.00% | 16,062 | -1,000 | -5.9% | -$6,700 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $11.24万 | 0.00% | 16,176 | 16,176 | — | $11.24万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $11.41万 | 0.00% | 23,000 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP | $12.78万 | 0.00% | 24,245 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $12.82万 | 0.00% | 13,621 | 0 | 0.0% | — | 不变 |
| CERS | CERUS CORP | $14.92万 | 0.00% | 82,000 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $15.21万 | 0.00% | 14,041 | 0 | 0.0% | — | 不变 |
| USCB | USCB FINANCIAL HOLDINGS INC | $18.54万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $18.55万 | 0.00% | 17,400 | 17,400 | — | $18.55万 | 新建仓 |
| — | LINKBANCORP INC | $18.77万 | 0.00% | 22,500 | 0 | 0.0% | — | 不变 |
| — | NESTLE SA | $19.10万 | 0.00% | 1,957 | -150 | -7.1% | -$1.46万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $19.44万 | 0.00% | 43,500 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $19.69万 | 0.00% | 21,400 | 21,400 | — | $19.69万 | 新建仓 |
| WNEB | WESTERN NEW ENG BANCORP INC | $20.06万 | 0.00% | 15,518 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $20.15万 | 0.00% | 5,924 | 200 | 3.5% | $6,804 | 加仓 |
| — | ARK RESTAURANTS CORP | $20.37万 | 0.00% | 31,057 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $20.69万 | 0.00% | 10,596 | 10,596 | — | $20.69万 | 新建仓 |
| POST | POST HLDGS INC | $20.78万 | 0.00% | 2,102 | -293 | -12.2% | -$2.90万 | 重新持有 |
| BCAL | CALIFORNIA BANCORP | $20.82万 | 0.00% | 11,682 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $20.92万 | 0.00% | 18,300 | 18,300 | — | $20.92万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $21.14万 | 0.00% | 2,332 | -2,020 | -46.4% | -$18.31万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $21.24万 | 0.00% | 1,270 | 1,270 | — | $21.24万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $21.35万 | 0.00% | 4,662 | -6,255 | -57.3% | -$28.65万 | 减仓 |
| AOS | SMITH A O CORP | $21.40万 | 0.00% | 3,246 | -1,200 | -27.0% | -$7.91万 | 减仓 |
| RMBS | RAMBUS INC DEL | $21.46万 | 0.00% | 2,495 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $21.56万 | 0.00% | 3,250 | 3,250 | — | $21.56万 | 新建仓 |
| GAM | GENERAL AMERN INVS CO INC | $21.62万 | 0.00% | 3,697 | -2,233 | -37.7% | -$13.06万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.65万 | 0.00% | 5,636 | -3,500 | -38.3% | -$13.45万 | 减仓 |
| CLX | CLOROX CO DEL | $21.76万 | 0.00% | 2,100 | -1,583 | -43.0% | -$16.40万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $21.84万 | 0.00% | 2,235 | -12 | -0.5% | -$1,172 | 减仓 |
| GSK | GSK PLC | $21.94万 | 0.00% | 3,941 | -1,012 | -20.4% | -$5.63万 | 减仓 |
| DOV | DOVER CORP | $21.97万 | 0.00% | 1,054 | 1,054 | — | $21.97万 | 新建仓 |
| PEN | PENUMBRA INC | $22.03万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $22.16万 | 0.00% | 2,505 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $22.23万 | 0.00% | 12,242 | -726 | -5.6% | -$1.32万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $22.35万 | 0.00% | 5,750 | 5,750 | — | $22.35万 | 新建仓 |
| FTNT | FORTINET INC | $22.42万 | 0.00% | 2,744 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $22.46万 | 0.00% | 3,476 | 0 | 0.0% | — | 不变 |
| NEXT | NEXTDECADE CORP | $22.64万 | 0.00% | 29,550 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $22.86万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $23.32万 | 0.00% | 4,781 | 0 | 0.0% | — | 不变 |