FIRST MANHATTAN CO. LLC. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$30.6B
Holdings
1,678
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (1,678 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 19,122 | $10.1T | 33081.88% | |
| 2 | AAPLAPPLE INC | 9,845,914 | $1.7T | 5623.30% | |
| 3 | MSFTMICROSOFT CORP | 5,083,734 | $1.6T | 5126.69% | |
| 4 | BAMBROOKFIELD ASSET MGMT INC | 16,346,789 | $924.7B | 3024.71% | |
| 5 | UNHUNITEDHEALTH GROUP INC | 1,619,323 | $825.8B | 2701.13% | |
| 6 | GOOGALPHABET INC | 276,795 | $773.1B | 2528.68% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,170,715 | $766.1B | 2505.72% | |
| 8 | DHRDANAHER CORPORATION | 2,100,943 | $616.3B | 2015.75% | |
| 9 | AMZNAMAZON COM INC | 172,019 | $560.8B | 1834.22% | |
| 10 | AZOAUTOZONE INC | 268,573 | $549.1B | 1796.10% | |
| 11 | NSRGYNESTLE S A | 3,659,026 | $476.0B | 1557.07% | |
| 12 | KKRKKR & CO INC | 6,863,111 | $401.3B | 1312.56% | |
| 13 | 0J7QIAC INTERACTIVECORP NEW | 3,741,812 | $375.2B | 1227.33% | |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 630,634 | $372.5B | 1218.35% | |
| 15 | ORCLORACLE CORP | 4,191,620 | $346.8B | 1134.25% | |
| 16 | JNJJOHNSON & JOHNSON | 1,607,997 | $285.0B | 932.16% | |
| 17 | HONHONEYWELL INTL INC | 1,442,267 | $280.6B | 917.93% | |
| 18 | METAMETA PLATFORMS INC | 1,208,536 | $268.7B | 878.99% | |
| 19 | ACNACCENTURE PLC IRELAND | 777,685 | $262.3B | 857.82% | |
| 20 | CMCSACOMCAST CORP NEW | 5,097,799 | $238.7B | 780.69% | |
| 21 | ABBVABBVIE INC | 1,469,124 | $238.2B | 778.99% | |
| 22 | GOOGLALPHABET INC | 82,878 | $230.5B | 753.98% | |
| 23 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,352,532 | $213.7B | 698.86% | |
| 24 | ICEINTERCONTINENTAL EXCHANGE IN | 1,598,001 | $211.1B | 690.57% | |
| 25 | TPLTEXAS PACIFIC LAND CORPORATI | 149,208 | $201.7B | 659.89% | |
| 26 | NEENEXTERA ENERGY INC | 2,324,294 | $196.9B | 644.01% | |
| 27 | NKENIKE INC | 1,437,730 | $193.5B | 632.79% | |
| 28 | 4I1PHILIP MORRIS INTL INC | 1,937,148 | $182.0B | 595.22% | |
| 29 | MCDMCDONALDS CORP | 712,999 | $176.3B | 576.69% | |
| 30 | VVISA INC | 794,320 | $176.2B | 576.19% | |
| 31 | ORLYOREILLY AUTOMOTIVE INC | 250,803 | $171.8B | 561.90% | |
| 32 | SPGIS&P GLOBAL INC | 400,913 | $164.4B | 537.88% | |
| 33 | MARMARRIOTT INTL INC NEW | 903,204 | $158.7B | 519.21% | |
| 34 | AMTAMERICAN TOWER CORP NEW | 629,513 | $158.1B | 517.28% | |
| 35 | MDLZMONDELEZ INTL INC | 2,332,750 | $146.4B | 479.02% | |
| 36 | LOWLOWES COS INC | 689,437 | $139.4B | 455.95% | |
| 37 | MTCHMATCH GROUP INC NEW | 1,193,041 | $129.7B | 424.34% | |
| 38 | DPZDOMINOS PIZZA INC | 302,033 | $122.9B | 402.09% | |
| 39 | ALLYALLY FINL INC | 2,825,251 | $122.8B | 401.80% | |
| 40 | AXPAMERICAN EXPRESS CO | 625,321 | $116.9B | 382.48% | |
| 41 | RTXRAYTHEON TECHNOLOGIES CORP | 1,179,115 | $116.8B | 382.09% | |
| 42 | BIPBROOKFIELD INFRAST PARTNERS | 1,718,186 | $113.8B | 372.21% | |
| 43 | KOCOCA COLA CO | 1,783,184 | $110.6B | 361.62% | |
| 44 | ENQENTEGRIS INC | 786,181 | $103.2B | 337.54% | |
| 45 | IAA-WUSDIAA INC | 2,682,435 | $102.6B | 335.60% | |
| 46 | GDDYGODADDY INC | 988,924 | $82.8B | 270.74% | |
| 47 | CPRTCOPART INC | 640,535 | $80.4B | 262.87% | |
| 48 | VMEO*VIMEO INC | 6,501,254 | $77.2B | 252.62% | |
| 49 | DISDISNEY WALT CO | 538,389 | $73.8B | 241.54% | |
| 50 | COFCAPITAL ONE FINL CORP | 553,130 | $72.6B | 237.53% | |
| 51 | ENBENBRIDGE INC | 1,518,271 | $70.0B | 228.89% | |
| 52 | FTVFORTIVE CORP | 1,119,166 | $68.2B | 223.04% | |
| 53 | PYPLPAYPAL HLDGS INC | 587,141 | $67.9B | 222.10% | |
| 54 | CSWCSW INDUSTRIALS INC | 572,804 | $67.4B | 220.31% | |
| 55 | VOOVANGUARD INDEX FDS | 158,806 | $65.9B | 215.66% | |
| 56 | SCISERVICE CORP INTL | 996,025 | $65.6B | 214.43% | |
| 57 | —RECKITT BENCKISER GR | 810,806 | $61.1B | 200.01% | |
| 58 | CRCCANADIAN NAT RES LTD | 965,531 | $59.8B | 195.74% | |
| 59 | PFEPFIZER INC | 1,125,586 | $58.3B | 190.60% | |
| 60 | ENTAENANTA PHARMACEUTICALS INC | 789,311 | $56.2B | 183.77% | |
| 61 | MCOMOODYS CORP | 157,247 | $53.1B | 173.54% | |
| 62 | USBUS BANCORP DEL | 984,169 | $52.3B | 171.09% | |
| 63 | ARWRARROWHEAD PHARMACEUTICALS IN | 1,128,062 | $51.9B | 169.69% | |
| 64 | LSXMKUSDLIBERTY MEDIA CORP DEL | 1,113,933 | $50.9B | 166.62% | |
| 65 | SYKSTRYKER CORPORATION | 187,894 | $50.2B | 164.31% | |
| 66 | PDDPINDUODUO INC | 1,197,276 | $48.0B | 157.07% | |
| 67 | IQVIQVIA HLDGS INC | 200,778 | $46.4B | 151.84% | |
| 68 | EOLSEVOLUS INC | 4,084,938 | $45.8B | 149.91% | |
| 69 | PGPROCTER AND GAMBLE CO | 294,132 | $44.9B | 147.01% | |
| 70 | ABGAMERISOURCEBERGEN CORP | 289,704 | $44.8B | 146.60% | |
| 71 | JPMJPMORGAN CHASE & CO | 302,971 | $41.3B | 135.09% | |
| 72 | HOLXHOLOGIC INC | 529,900 | $40.7B | 133.14% | |
| 73 | CMECME GROUP INC | 167,283 | $39.8B | 130.15% | |
| 74 | BUDANHEUSER BUSCH INBEV SA/NV | 659,737 | $39.6B | 129.60% | |
| 75 | AMGNAMGEN INC | 161,808 | $39.1B | 127.98% | |
| 76 | TRVCCITIGROUP INC | 718,641 | $38.4B | 125.52% | |
| 77 | LLYLILLY ELI & CO | 131,735 | $37.7B | 123.39% | |
| 78 | SCHWSCHWAB CHARLES CORP | 444,573 | $37.5B | 122.60% | |
| 79 | UPSUNITED PARCEL SERVICE INC | 173,436 | $37.2B | 121.66% | |
| 80 | UNPUNION PAC CORP | 130,533 | $35.7B | 116.65% | |
| 81 | BABAALIBABA GROUP HLDG LTD | 317,704 | $34.6B | 113.06% | |
| 82 | INGRINGREDION INC | 392,874 | $34.2B | 111.99% | |
| 83 | NTRNUTRIEN LTD | 321,895 | $33.5B | 109.49% | |
| 84 | AWCAMERICAN WTR WKS CO INC NEW | 196,403 | $32.5B | 106.34% | |
| 85 | BACVERIZON COMMUNICATIONS INC | 615,034 | $31.3B | 102.47% | |
| 86 | BEPBROOKFIELD RENEWABLE PARTNER | 759,513 | $31.2B | 102.03% | |
| 87 | LBRDKLIBERTY BROADBAND CORP | 229,362 | $31.0B | 101.52% | |
| 88 | HLTHILTON WORLDWIDE HLDGS INC | 203,217 | $30.8B | 100.86% | |
| 89 | SBUXSTARBUCKS CORP | 335,223 | $30.5B | 99.75% | |
| 90 | BABOEING CO | 155,444 | $29.8B | 97.36% | |
| 91 | GGGGRACO INC | 423,658 | $29.5B | 96.62% | |
| 92 | BILIBILIBILI INC | 1,151,129 | $29.4B | 96.31% | |
| 93 | DEODIAGEO PLC | 137,782 | $28.0B | 91.55% | |
| 94 | —AMERICAN NATIONAL GROUP INC | 146,361 | $27.7B | 90.52% | |
| 95 | BKNGBOOKING HOLDINGS INC | 11,749 | $27.6B | 90.25% | |
| 96 | ATVIEURACTIVISION BLIZZARD INC | 341,103 | $27.3B | 89.38% | |
| 97 | BSXBOSTON SCIENTIFIC CORP | 613,867 | $27.2B | 88.93% | |
| 98 | WFCWELLS FARGO CO NEW | 560,232 | $27.1B | 88.80% | |
| 99 | TRSTRIMAS CORP | 808,059 | $25.9B | 84.81% | |
| 100 | SNASNAP ON INC | 124,537 | $25.6B | 83.70% |
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