First Manhattan Co. LLC. Top Holdings and 13F Report (2024) → Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad) About First Manhattan Co. LLC.Investment ActivityFirst Manhattan Co. LLC. has $30.86 billion in total holdings as of March 31, 2024.First Manhattan Co. LLC. owns shares of 1,417 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 3.45% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, First Manhattan Co. LLC. has purchased 1,438 new stocks and bought additional shares in 199 stocks.First Manhattan Co. LLC. sold shares of 481 stocks and completely divested from 126 stocks this quarter.Largest Holdings Berkshire Hathaway $9,714,545,280Microsoft $1,923,998,418Apple $1,183,767,938KKR & Co. Inc. $917,753,978Alphabet $851,278,656 Largest New Holdings this Quarter Travelers Companies $10,171,957 HoldingRamaco Resources $4,148,786 HoldingElement Solutions $3,891,384 HoldingQIAGEN NV $3,395,436 HoldingANSYS $2,061,783 Holding Largest Purchases this Quarter Applied Materials 1,264,489 shares (about $260.78M)Take-Two Interactive Software 1,209,485 shares (about $179.60M)Texas Pacific Land 285,109 shares (about $164.94M)Aspen Technology 521,013 shares (about $111.12M)Markel Group 34,878 shares (about $53.07M) Largest Sales this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 800 shares (about $∞T)Berkshire Hathaway 1,818 shares (about $1.15B)Entegris 1,184,349 shares (about $166.45M)American Tower 372,930 shares (about $73.69M)Apple 217,308 shares (about $37.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Manhattan Co. LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$9,714,545,280$1,153,411,920 ▼-10.6%15,31231.5%FinanceMSFTMicrosoft$1,923,998,418$33,215,003 ▼-1.7%4,573,1096.2%Computer and TechnologyAAPLApple$1,183,767,938$37,263,976 ▼-3.1%6,903,2423.8%Computer and TechnologyKKRKKR & Co. Inc.$917,753,978$22,660,573 ▼-2.4%9,124,6173.0%FinanceGOOGAlphabet$851,278,656$6,048,833 ▼-0.7%5,590,9542.8%Computer and TechnologyUNHUnitedHealth Group$846,833,891$6,884,245 ▼-0.8%1,711,8132.7%MedicalBRK.BBerkshire Hathaway$832,166,607$19,335,558 ▼-2.3%1,978,8942.7%FinanceAZOAutoZone$807,547,279$866,704 ▼-0.1%256,2302.6%Retail/WholesaleBNBrookfield$746,701,649$4,879,379 ▼-0.6%17,833,7512.4%FinanceORCLOracle$679,310,436$14,187,147 ▲2.1%5,408,0922.2%Computer and TechnologyTMOThermo Fisher Scientific$530,945,215$2,495,716 ▼-0.5%913,5171.7%MedicalDHRDanaher$526,118,173$11,608,311 ▼-2.2%2,106,7731.7%Multi-Sector ConglomeratesLOWLowe's Companies$344,541,175$1,261,932 ▲0.4%1,352,5741.1%Retail/WholesaleNSRGYNestlé$339,656,076$27,046,598 ▼-7.4%3,198,1921.1%Consumer StaplesVVisa$307,273,772$290,530 ▼-0.1%1,100,9941.0%Business ServicesAVGOBroadcom$305,974,874$29,209,386 ▲10.6%230,8531.0%Computer and TechnologyHONHoneywell International$305,825,800$6,588,562 ▲2.2%1,489,8221.0%Multi-Sector ConglomeratesLINDE PLC$290,880,228$115,616 ▲0.0%626,4650.9%SHSGOOGLAlphabet$284,198,775$21,818,894 ▲8.3%1,882,9840.9%Computer and TechnologySPGIS&P Global$276,686,727$288,030 ▼-0.1%650,3390.9%Business ServicesAMATApplied Materials$264,710,641$260,775,566 ▲6,627.0%1,283,5700.9%Computer and TechnologyASMLASML$257,133,790$421,184 ▼-0.2%264,9580.8%Computer and TechnologyACNAccenture$252,068,718$6,110,133 ▼-2.4%727,1880.8%Business ServicesTPLTexas Pacific Land$247,536,082$164,938,628 ▲199.7%427,8850.8%Oils/EnergyCPRTCopart$242,525,172$3,758,197 ▲1.6%4,187,2440.8%Business ServicesAMZNAmazon.com$241,141,904$5,396,072 ▼-2.2%1,336,8540.8%Retail/WholesaleORLYO'Reilly Automotive$228,494,343$9,246,656 ▼-3.9%202,4080.7%Retail/WholesaleTTWOTake-Two Interactive Software$222,664,318$179,596,427 ▲417.0%1,499,5240.7%Consumer DiscretionaryVOOVanguard S&P 500 ETF$219,832,126$28,444,090 ▲14.9%457,2840.7%ETFKEYSKeysight Technologies$199,753,869$6,387,967 ▼-3.1%1,277,3620.6%Computer and TechnologyCMCSAComcast$192,949,462$901,507 ▲0.5%4,450,9680.6%Consumer DiscretionaryMCDMcDonald's$188,148,336$5,896,702 ▲3.2%667,3110.6%Retail/WholesalePMPhilip Morris International$173,656,352$54,240 ▲0.0%1,895,3760.6%Consumer StaplesMDLZMondelez International$170,683,059$12,508,559 ▲7.9%2,438,2790.6%Consumer StaplesICEIntercontinental Exchange$169,104,454$10,396,176 ▼-5.8%1,230,4760.5%FinanceMKLMarkel Group$167,507,340$53,066,179 ▲46.4%110,0950.5%Multi-Sector ConglomeratesJNJJohnson & Johnson$157,429,650$10,119,500 ▼-6.0%995,0450.5%MedicalMARMarriott International$154,198,499$4,391,708 ▼-2.8%611,1470.5%Consumer DiscretionaryALLYAlly Financial$143,279,899$975,743 ▼-0.7%3,529,9310.5%FinanceNEENextEra Energy$136,879,641$3,124,919 ▲2.3%2,141,6850.4%UtilitiesAXPAmerican Express$125,013,397$2,181,525 ▼-1.7%549,0440.4%FinanceAZPNAspen Technology$121,423,716$111,121,652 ▲1,078.6%569,3160.4%Computer and TechnologyMTCHMatch Group$119,428,354$3,874,631 ▲3.4%3,291,8510.4%Retail/WholesaleABBVAbbVie$116,818,262$1,559,512 ▼-1.3%641,5030.4%MedicalNKENIKE$112,064,947$8,278,228 ▼-6.9%1,192,4340.4%Consumer DiscretionaryCSWICSW Industrials$110,395,291$1,513,206 ▼-1.4%470,5570.4%Basic MaterialsFTVFortive$107,229,782$1,174,533 ▲1.1%1,246,5510.3%Computer and TechnologySCIService Co. International$93,583,285$2,623,480 ▼-2.7%1,260,9850.3%Consumer StaplesFMCXFMC Excelsior Focus Equity ETF$87,956,561$183,749 ▲0.2%3,038,6460.3%ETFKOCoca-Cola$85,408,596$3,506,663 ▼-3.9%1,395,9450.3%Consumer StaplesCOFCapital One Financial$80,999,211$586,062 ▼-0.7%543,9920.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$77,174,964$7,792,714 ▲11.2%455,6590.3%ETFBALLBall$72,851,878$204,303 ▼-0.3%1,081,5300.2%Industrial ProductsBIPBrookfield Infrastructure Partners$72,439,306$1,646,023 ▼-2.2%2,321,0180.2%FinanceSESEA$72,289,685$376 ▼0.0%1,345,9260.2%Computer and TechnologyUSBU.S. Bancorp$71,253,590$1,316,952 ▲1.9%1,594,0390.2%FinanceAIZAssurant$71,042,152$4,266,271 ▲6.4%377,4020.2%FinancePDDPDD$69,824,632$24,488,411 ▼-26.0%600,6420.2%Retail/WholesaleNICENICE$62,140,408$45,348 ▼-0.1%238,4330.2%Computer and TechnologyCNQCanadian Natural Resources$59,271,938$2,535,186 ▼-4.1%776,6040.2%Oils/EnergyBAMBrookfield Asset Management$59,149,219$5,624,109 ▼-8.7%1,407,6380.2%FinanceCORCencora$59,054,831$869,175 ▼-1.5%243,0340.2%MedicalVERALTO CORP$49,658,909$29,904,220 ▲151.4%560,1050.2%COM SHSIQVIQVIA$48,701,556$142,885 ▼-0.3%192,5770.2%MedicalJPMJPMorgan Chase & Co.$48,227,285$519,818 ▼-1.1%240,7570.2%FinanceNVDANVIDIA$44,266,321$3,440,275 ▲8.4%48,9850.1%Computer and TechnologyMCOMoody's$43,980,057$901,226 ▼-2.0%111,8990.1%FinanceLLYEli Lilly and Company$41,608,906$3,991,846 ▼-8.8%53,4620.1%MedicalENBEnbridge$41,422,409$6,481,056 ▼-13.5%1,144,8810.1%Oils/EnergyPGProcter & Gamble$41,239,244$154,137 ▼-0.4%254,1710.1%Consumer StaplesINGRIngredion$41,073,943$925,452 ▼-2.2%351,5100.1%Consumer StaplesDEODiageo$40,569,281$17,837,358 ▲78.5%272,7460.1%Consumer StaplesHLTHilton Worldwide$37,957,404$236,375 ▼-0.6%177,9240.1%Consumer DiscretionaryDISWalt Disney$37,085,896$998,502 ▼-2.6%303,0750.1%Consumer DiscretionaryAMGNAmgen$33,971,122$856,656 ▼-2.5%119,4820.1%MedicalGGGGraco$33,853,361$187 ▲0.0%362,2230.1%Industrial ProductsSYKStryker$33,763,716$12,285,133 ▼-26.7%94,3450.1%MedicalSCHWCharles Schwab$32,538,097$302,092 ▼-0.9%449,7940.1%FinanceSNASnap-on$32,189,931$503,000 ▼-1.5%108,6650.1%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$28,438,403$788,150 ▲2.9%155,7320.1%ETFCHTRCharter Communications$28,363,453$1,352,025 ▼-4.5%97,5920.1%Consumer DiscretionaryBUDAnheuser-Busch InBev SA/NV$28,005,175$689,853 ▼-2.4%460,7630.1%Consumer StaplesVOVanguard Mid-Cap ETF$27,988,567$547,722 ▲2.0%112,0110.1%ETFNEPNextEra Energy Partners$27,887,769$861,040 ▼-3.0%927,1200.1%Oils/EnergyMRKMerck & Co., Inc.$27,465,489$320,086 ▼-1.2%208,0810.1%MedicalSBUXStarbucks$27,393,883$121,289 ▼-0.4%299,7120.1%Retail/WholesaleIACIAC$26,805,110$1,241,809 ▼-4.4%502,5330.1%Multi-Sector ConglomeratesVHTVanguard Health Care ETF$26,661,639$405,817 ▲1.5%98,5480.1%ETFWFCWells Fargo & Company$26,469,523$849,338 ▼-3.1%456,6590.1%FinanceVYMVanguard High Dividend Yield ETF$22,619,443$852,137 ▼-3.6%186,9520.1%ETFAMTAmerican Tower$22,481,395$73,687,239 ▼-76.6%113,7780.1%FinanceSGSweetgreen$22,363,309$12,734,197 ▼-36.3%885,3250.1%Retail/WholesaleXOMExxon Mobil$21,898,077$179,268 ▼-0.8%188,3590.1%Oils/EnergyAWKAmerican Water Works$21,554,242$235,451 ▼-1.1%176,3150.1%UtilitiesBSXBoston Scientific$21,364,154$10,469,826 ▼-32.9%311,9300.1%MedicalIBMInternational Business Machines$21,285,787$1,913,299 ▼-8.2%111,4520.1%Computer and TechnologyRBGPFReckitt Benckiser Group$21,124,404$6,097,788 ▼-22.4%369,8250.1%Consumer DefensiveMETAMeta Platforms$20,852,795$21,375,317 ▼-50.6%42,9410.1%Computer and TechnologyUPSUnited Parcel Service$20,672,750$573,842 ▼-2.7%139,0210.1%TransportationPEPPepsiCo$20,638,229$614,958 ▼-2.9%117,8640.1%Consumer StaplesShowing largest 100 holdings. 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