FIRST MANHATTAN CO. LLC.
NEW YORK NY · SEC CIK 0000728083
$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
26Q126Q2
前十大持仓 占组合比例
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 | $0 | 0.00% | 0 | -353,892 | -100.0% | -$2,761.42万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -87,532 | -100.0% | -$2,383.76万 | 清仓 |
| TAC | TRANSALTA CORP | $0 | 0.00% | 0 | -793,222 | -100.0% | -$1,042.78万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -229,162 | -100.0% | -$805.28万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -136,915 | -100.0% | -$797.39万 | 清仓 |
| — | DIAMEDICA THERAPEUTICS INC | $0 | 0.00% | 0 | -455,000 | -100.0% | -$308.04万 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -56,765 | -100.0% | -$307.50万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -18,485 | -100.0% | -$152.63万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -2,220 | -100.0% | -$116.04万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -10,055 | -100.0% | -$111.27万 | 清仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -68,645 | -100.0% | -$86.56万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -4,265 | -100.0% | -$76.86万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -100,000 | -100.0% | -$64.50万 | 清仓 |
| — | FIRST SEACOAST BANCORP INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$62.80万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -5,688 | -100.0% | -$54.29万 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -14,631 | -100.0% | -$52.92万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -8,000 | -100.0% | -$52.13万 | 清仓 |
| YORW | YORK WTR CO | $0 | 0.00% | 0 | -16,400 | -100.0% | -$50.31万 | 清仓 |
| GPIX | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -8,787 | -100.0% | -$43.97万 | 清仓 |
| VXF | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,093 | -100.0% | -$43.07万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -12,641 | -100.0% | -$42.39万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -8,587 | -100.0% | -$42.25万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -7,042 | -100.0% | -$40.50万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$38.73万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,114 | -100.0% | -$38.14万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -5,592 | -100.0% | -$38.00万 | 清仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $0 | 0.00% | 0 | -10,320 | -100.0% | -$36.88万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,386 | -100.0% | -$34.82万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -4,837 | -100.0% | -$34.43万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -4,071 | -100.0% | -$33.52万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -1,911 | -100.0% | -$32.27万 | 清仓 |
| CAC | CAMDEN NATL CORP | $0 | 0.00% | 0 | -6,750 | -100.0% | -$32.03万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -1,452 | -100.0% | -$31.80万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -2,395 | -100.0% | -$30.24万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -883 | -100.0% | -$27.71万 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -13,381 | -100.0% | -$27.59万 | 清仓 |
| EWL | ISHARES INC | $0 | 0.00% | 0 | -4,515 | -100.0% | -$26.55万 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | -5,096 | -100.0% | -$25.89万 | 清仓 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,232 | -100.0% | -$23.76万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,718 | -100.0% | -$23.66万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -4,781 | -100.0% | -$23.32万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -3,476 | -100.0% | -$22.46万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -2,744 | -100.0% | -$22.42万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -2,235 | -100.0% | -$21.84万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,100 | -100.0% | -$21.76万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -3,250 | -100.0% | -$21.56万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -3,246 | -100.0% | -$21.40万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -1,554 | -100.0% | -$21.35万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -2,332 | -100.0% | -$21.14万 | 清仓 |
| BCAL | CALIFORNIA BANCORP | $0 | 0.00% | 0 | -11,682 | -100.0% | -$20.82万 | 清仓 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -2,102 | -100.0% | -$20.78万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -5,924 | -100.0% | -$20.15万 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -22,500 | -100.0% | -$18.77万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | -14,041 | -100.0% | -$15.21万 | 清仓 |
| — | 1STDIBS COM INC | $0 | 0.00% | 0 | -18,484 | -100.0% | -$10.17万 | 清仓 |
| — | EMERALD HOLDING INC | $0 | 0.00% | 0 | -21,763 | -100.0% | -$9.85万 | 清仓 |
| — | MDXHEALTH SA | $0 | 0.00% | 0 | -27,000 | -100.0% | -$6.21万 | 清仓 |
| — | ALDEYRA THERAPEUTICS INC | $0 | 0.00% | 0 | -34,745 | -100.0% | -$5.87万 | 清仓 |
| — | ORION DIGITAL CORP | $0 | 0.00% | 0 | -26,400 | -100.0% | -$2.54万 | 清仓 |
| — | CALCIMEDICA INC | $0 | 0.00% | 0 | -13,226 | -100.0% | -$7,142 | 清仓 |
| — | GROVE COLLABORATIVE HOLD INC | $1.46万 | 0.00% | 11,662 | 0 | 0.0% | — | 不变 |
| — | KALTURA INC | $6.50万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP | $6.72万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| OVID | OVID THERAPEUTICS INC | $6.99万 | 0.00% | 26,000 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $7.82万 | 0.00% | 52,150 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NY AMT FREE | $10.80万 | 0.00% | 10,010 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $12.75万 | 0.00% | 13,621 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $13.52万 | 0.00% | 23,000 | 0 | 0.0% | — | 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 | 7,000 | 43.3% | $5.38万 | 加仓 |
| — | ARK RESTAURANTS CORP | $18.20万 | 0.00% | 31,057 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $19.00万 | 0.00% | 17,400 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| USCB | USCB FINANCIAL HOLDINGS INC | $20.46万 | 0.00% | 10,000 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $21.19万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $21.47万 | 0.00% | 1,384 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |