account_balance
Investment manager · 13F filer · SEC CIK 728083
First Manhattan Co. LLC.
Reported value$39.2Bas of Jun 30, 2026
Positions742 50 new, 61 sold out
Top 10 weight52.6%Berkshire Hathaway Inc alone is 26%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
Berkshire Hathaway Inc
26.3%
MSFTMicrosoft Corp
4.1%
ASMLAsml HLDG NV
3.6%Trimmed −5%
AAPLApple Inc
3.6%
GOOGAlphabet Inc
3.5%Trimmed −3%
BNBrookfield Corp
2.5%Trimmed −3%
AMATApplied Matls Inc
2.3%Trimmed −18%
BRK-BBerkshire Hathaway Inc
2.3%
KKRKKR & Co Inc
2.2%
AZOAutozone Inc
2.1%
AVGOBroadcom Inc
2.1%
AMZNAmazon Com Inc
2.0%
Berkshire Hathaway Inc
26.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
Berkshire Hathaway Inc 26.3% Held
MSFT Microsoft Corp 4.1% HeldASML Asml HLDG NV 3.6% Trimmed −5%AAPL Apple Inc 3.6% HeldGOOG Alphabet Inc 3.5% Trimmed −3%BN Brookfield Corp 2.5% Trimmed −3%AMAT Applied Matls Inc 2.3% Trimmed −18%BRK-B Berkshire Hathaway Inc 2.3% HeldKKR KKR & Co Inc 2.2% HeldAZO Autozone Inc 2.1% HeldAVGO Broadcom Inc 2.1% HeldAMZN Amazon Com Inc 2.0% HeldWhat changed