FIRST MANHATTAN CO. LLC.: 13F holdings

CIK 7280832026Q2

Positions742
Reported value$39.2bn
Filed2026-08-14

Change since last quarter

Positions742 (-11 vs prior quarter)
Reported value$39.2bn (+8.8%)

Top 10 holdings

SecuritySharesValueWeight
BRK.A BERKSHIRE HATHAWAY INC DEL13,803$10.3bn26.3%
MSFT MICROSOFT CORP4,345,361$1.6bn4.1%
ASML HLDG NV718,408$1.4bn3.6%
AAPL APPLE INC4,935,720$1.4bn3.6%
GOOG ALPHABET INC3,931,213$1.4bn3.5%
BN BROOKFIELD CORP22,611,066$964.4m2.5%
AMAT APPLIED MATLS INC1,240,454$896.8m2.3%
BRK-B BERKSHIRE HATHAWAY INC DEL1,777,769$889.6m2.3%
KKR KKR & CO INC9,416,070$864.2m2.2%
AZO AUTOZONE INC262,141$837.8m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="728083")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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