13F 机构持仓

FIRST MANHATTAN CO. LLC.

NEW YORK NY · SEC CIK 0000728083

2026Q22026Q1 更早 9 个季度 🔒
$392.40亿2026Q2 申报市值
742持仓数
52.6%前十大占比 · 第一大 26.3%
42 / 60新建仓 / 清仓
申报市值走势$392.40亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BRK/A 26.3%
MSFT 4.1%
ASML 3.6%
AAPL 3.6%
GOOG 3.5%
BN 2.5%
AMAT 2.3%
BRK/B 2.3%
KKR 2.2%
AZO 2.1%

2026Q2 买入最多 按季末市值估算

HONA 新建仓+$4.15亿
UBER 加仓+$2.03亿
WOLF 新建仓+$7,936.96万
WDAY 新建仓+$7,826.79万
GE 加仓+$7,216.16万

2026Q2 卖出最多 按季末市值估算

AMAT 减仓-$1.92亿
INTC 减仓-$1.47亿
CRM 减仓-$1.42亿
KNSL 减仓-$1.41亿
BSX 减仓-$1.37亿

2026Q2 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
BAH BOOZ ALLEN HAMILTON HLDG COR $00.00%0 -353,892-100.0% -$2,761.42万 清仓
VHT VANGUARD WORLD FD $00.00%0 -87,532-100.0% -$2,383.76万 清仓
TAC TRANSALTA CORP $00.00%0 -793,222-100.0% -$1,042.78万 清仓
— COTERRA ENERGY INC $00.00%0 -229,162-100.0% -$805.28万 清仓
— TAYLOR MORRISON HOME CORP $00.00%0 -136,915-100.0% -$797.39万 清仓
— DIAMEDICA THERAPEUTICS INC $00.00%0 -455,000-100.0% -$308.04万 清仓
PSN PARSONS CORP DEL $00.00%0 -56,765-100.0% -$307.50万 清仓
SHY ISHARES TR $00.00%0 -18,485-100.0% -$152.63万 清仓
ULTA ULTA BEAUTY INC $00.00%0 -2,220-100.0% -$116.04万 清仓
ICLR ICON PLC $00.00%0 -10,055-100.0% -$111.27万 清仓
— HERITAGE COMM CORP $00.00%0 -68,645-100.0% -$86.56万 清仓
DLR DIGITAL RLTY TR INC $00.00%0 -4,265-100.0% -$76.86万 清仓
— TASEKO MINES LTD $00.00%0 -100,000-100.0% -$64.50万 清仓
— FIRST SEACOAST BANCORP INC $00.00%0 -50,000-100.0% -$62.80万 清仓
IEF ISHARES TR $00.00%0 -5,688-100.0% -$54.29万 清仓
BRKR BRUKER CORP $00.00%0 -14,631-100.0% -$52.92万 清仓
— AIR LEASE CORP $00.00%0 -8,000-100.0% -$52.13万 清仓
YORW YORK WTR CO $00.00%0 -16,400-100.0% -$50.31万 清仓
GPIX GOLDMAN SACHS ETF TR $00.00%0 -8,787-100.0% -$43.97万 清仓
VXF VANGUARD INDEX FDS $00.00%0 -2,093-100.0% -$43.07万 清仓
KMI KINDER MORGAN INC DEL $00.00%0 -12,641-100.0% -$42.39万 清仓
CBSH COMMERCE BANCSHARES INC $00.00%0 -8,587-100.0% -$42.25万 清仓
UL UNILEVER PLC $00.00%0 -7,042-100.0% -$40.50万 清仓
CRWV COREWEAVE INC $00.00%0 -5,000-100.0% -$38.73万 清仓
TYL TYLER TECHNOLOGIES INC $00.00%0 -1,114-100.0% -$38.14万 清仓
VOOG VANGUARD ADMIRAL FDS INC $00.00%0 -5,592-100.0% -$38.00万 清仓
AUB ATLANTIC UN BANKSHARES CORP $00.00%0 -10,320-100.0% -$36.88万 清仓
SDY SPDR SERIES TRUST $00.00%0 -2,386-100.0% -$34.82万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -4,837-100.0% -$34.43万 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -4,071-100.0% -$33.52万 清仓
IBB ISHARES TR $00.00%0 -1,911-100.0% -$32.27万 清仓
CAC CAMDEN NATL CORP $00.00%0 -6,750-100.0% -$32.03万 清仓
RSG REPUBLIC SVCS INC $00.00%0 -1,452-100.0% -$31.80万 清仓
ABNB AIRBNB INC $00.00%0 -2,395-100.0% -$30.24万 清仓
IWO ISHARES TR $00.00%0 -883-100.0% -$27.71万 清仓
RYN RAYONIER INC $00.00%0 -13,381-100.0% -$27.59万 清仓
EWL ISHARES INC $00.00%0 -4,515-100.0% -$26.55万 清仓
FND FLOOR & DECOR HLDGS INC $00.00%0 -5,096-100.0% -$25.89万 清仓
SCHZ SCHWAB STRATEGIC TR $00.00%0 -10,232-100.0% -$23.76万 清仓
EQT EQT CORP $00.00%0 -3,718-100.0% -$23.66万 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -4,781-100.0% -$23.32万 清仓
MCHP MICROCHIP TECHNOLOGY INC. $00.00%0 -3,476-100.0% -$22.46万 清仓
FTNT FORTINET INC $00.00%0 -2,744-100.0% -$22.42万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -2,235-100.0% -$21.84万 清仓
CLX CLOROX CO DEL $00.00%0 -2,100-100.0% -$21.76万 清仓
AA ALCOA CORP $00.00%0 -3,250-100.0% -$21.56万 清仓
AOS SMITH A O CORP $00.00%0 -3,246-100.0% -$21.40万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -1,554-100.0% -$21.35万 清仓
ZBH ZIMMER BIOMET HOLDINGS INC $00.00%0 -2,332-100.0% -$21.14万 清仓
BCAL CALIFORNIA BANCORP $00.00%0 -11,682-100.0% -$20.82万 清仓
POST POST HLDGS INC $00.00%0 -2,102-100.0% -$20.78万 清仓
ONON ON HLDG AG $00.00%0 -5,924-100.0% -$20.15万 清仓
— LINKBANCORP INC $00.00%0 -22,500-100.0% -$18.77万 清仓
PTEN PATTERSON-UTI ENERGY INC $00.00%0 -14,041-100.0% -$15.21万 清仓
— 1STDIBS COM INC $00.00%0 -18,484-100.0% -$10.17万 清仓
— EMERALD HOLDING INC $00.00%0 -21,763-100.0% -$9.85万 清仓
— MDXHEALTH SA $00.00%0 -27,000-100.0% -$6.21万 清仓
— ALDEYRA THERAPEUTICS INC $00.00%0 -34,745-100.0% -$5.87万 清仓
— ORION DIGITAL CORP $00.00%0 -26,400-100.0% -$2.54万 清仓
— CALCIMEDICA INC $00.00%0 -13,226-100.0% -$7,142 清仓
— GROVE COLLABORATIVE HOLD INC $1.46万0.00%11,662 00.0% — 不变
— KALTURA INC $6.50万0.00%50,000 00.0% — 不变
ABUS ARBUTUS BIOPHARMA CORP $6.72万0.00%14,000 00.0% — 不变
OVID OVID THERAPEUTICS INC $6.99万0.00%26,000 00.0% — 不变
OPK OPKO HEALTH INC $7.82万0.00%52,150 00.0% — 不变
IBRX IMMUNITYBIO INC $8.76万0.00%10,000 10,000— $8.76万 新建仓
— UNITED GUARDIAN INC $9.33万0.00%13,062 -3,000-18.7% -$2.14万 减仓
— VALENS SEMICONDUCTOR LTD $9.82万0.00%43,458 00.0% — 不变
— NUVEEN NY AMT FREE $10.80万0.00%10,010 00.0% — 不变
IOVA IOVANCE BIOTHERAPEUTICS INC $11.65万0.00%27,998 -1,000-3.4% -$4,160 减仓
IMRX IMMUNEERING CORP $12.10万0.00%24,245 00.0% — 不变
— NUVEEN CALIFORNIA MUNI VLU F $12.75万0.00%13,621 00.0% — 不变
EOSE EOS ENERGY ENTERPRISES INC $13.52万0.00%23,000 00.0% — 不变
— MOBILE INFRASTRUCTURE CORP $14.12万0.00%102,300 -5,750-5.3% -$7,935 减仓
— NESTLE SA $14.18万0.00%1,377 -580-29.6% -$5.97万 减仓
LUMN LUMEN TECHNOLOGIES INC $17.80万0.00%23,176 7,00043.3% $5.38万 加仓
— ARK RESTAURANTS CORP $18.20万0.00%31,057 00.0% — 不变
FSK FS KKR CAP CORP $19.00万0.00%17,400 00.0% — 不变
VTS VITESSE ENERGY INC $19.23万0.00%12,194 -48-0.4% -$757 减仓
FLNC FLUENCE ENERGY INC $19.88万0.00%10,000 10,000— $19.88万 新建仓
SOLV SOLVENTUM CORP $20.04万0.00%2,598 -1,409-35.2% -$10.87万 重新持有
TXT TEXTRON INC $20.14万0.00%2,195 -1,255-36.4% -$11.51万 减仓
TKO TKO GROUP HOLDINGS INC $20.27万0.00%1,007 1,007— $20.27万 新建仓
OBDC BLUE OWL CAPITAL CORPORATION $20.46万0.00%18,300 00.0% — 不变
USCB USCB FINANCIAL HOLDINGS INC $20.46万0.00%10,000 00.0% — 不变
BHB BAR HBR BANKSHARES $20.55万0.00%5,441 5,441— $20.55万 新建仓
IWS ISHARES TR $20.64万0.00%1,254 1,254— $20.64万 新建仓
BSCQ INVESCO EXCH TRD SLF IDX FD $20.69万0.00%10,596 00.0% — 不变
WTM WHITE MTNS INS GROUP LTD $20.73万0.00%100 -15-13.0% -$3.11万 减仓
GSK GSK PLC $20.84万0.00%3,941 00.0% — 不变
SENEA SENECA FOODS CORP NEW $20.87万0.00%1,200 1,200— $20.87万 新建仓
GVA GRANITE CONSTR INC $20.90万0.00%1,321 1,321— $20.90万 新建仓
GSBD GOLDMAN SACHS BDC INC $20.97万0.00%21,400 00.0% — 不变
PEN PENUMBRA INC $21.19万0.00%671 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $21.47万0.00%1,384 00.0% — 不变
IVE ISHARES TR $21.50万0.00%947 947— $21.50万 新建仓
HESM HESS MIDSTREAM LP $21.62万0.00%5,750 00.0% — 不变
IWP ISHARES TR $21.73万0.00%1,484 1,484— $21.73万 新建仓
CCJ CAMECO CORP $22.15万0.00%2,175 -12-0.5% -$1,222 减仓
WNEB WESTERN NEW ENG BANCORP INC $22.19万0.00%15,518 00.0% — 不变