FIRST MANHATTAN CO. LLC. Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$31.2B
Holdings
669
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (669 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 14,999 | $9.2T | 29450.54% | |
| 2 | MSFTMICROSOFT CORP | 4,517,456 | $2.0T | 6475.32% | |
| 3 | AAPLAPPLE INC | 6,742,254 | $1.4T | 4554.21% | |
| 4 | GOOGALPHABET INC | 5,486,065 | $1.0T | 3227.13% | |
| 5 | KKRKKR & CO INC | 9,114,337 | $959.2B | 3076.20% | |
| 6 | UNHUNITEDHEALTH GROUP INC | 1,625,891 | $828.0B | 2655.46% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,983,149 | $806.7B | 2587.29% | |
| 8 | AZOAUTOZONE INC | 258,841 | $767.2B | 2460.56% | |
| 9 | ORCLORACLE CORP | 5,421,368 | $765.5B | 2455.00% | |
| 10 | BNBROOKFIELD CORP | 17,569,190 | $730.7B | 2343.27% | |
| 11 | DHRDANAHER CORPORATION | 2,009,989 | $502.7B | 1612.32% | |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 905,632 | $501.1B | 1607.17% | |
| 13 | AMATAPPLIED MATLS INC | 1,755,554 | $414.3B | 1328.67% | |
| 14 | AVGOBROADCOM INC | 232,883 | $373.9B | 1199.12% | |
| 15 | GOOGLALPHABET INC | 1,871,784 | $340.9B | 1093.43% | |
| 16 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 2,048,577 | $318.5B | 1021.56% | |
| 17 | HONHONEYWELL INTL INC | 1,483,650 | $316.8B | 1016.06% | |
| 18 | LOWLOWES COS INC | 1,386,801 | $309.9B | 993.84% | |
| 19 | VVISA INC | 1,103,748 | $289.7B | 929.09% | |
| 20 | SPGIS&P GLOBAL INC | 647,499 | $288.8B | 926.15% | |
| 21 | NSRGYNESTLE S.A. SPONSORED ADR | 2,777,246 | $284.5B | 912.50% | |
| 22 | LINLINDE PLC | 620,812 | $272.4B | 873.66% | |
| 23 | ASMLASML HOLDING N V | 266,065 | $272.1B | 872.68% | |
| 24 | AMZNAMAZON COM INC | 1,309,836 | $253.1B | 811.79% | |
| 25 | TPLTEXAS PACIFIC LAND CORPORATI | 338,194 | $248.3B | 796.40% | |
| 26 | VOOVANGUARD INDEX FDS | 489,262 | $245.6B | 787.55% | |
| 27 | ACNACCENTURE PLC IRELAND | 740,628 | $224.7B | 720.67% | |
| 28 | CPRTCOPART INC | 4,051,224 | $219.4B | 703.68% | |
| 29 | ORLYOREILLY AUTOMOTIVE INC | 204,678 | $216.2B | 693.21% | |
| 30 | 4I1PHILIP MORRIS INTL INC | 1,848,970 | $189.2B | 606.94% | |
| 31 | MKLMARKEL GROUP INC | 110,212 | $173.7B | 556.93% | |
| 32 | CRMSALESFORCE INC | 675,292 | $173.6B | 556.80% | |
| 33 | MCDMCDONALDS CORP | 680,835 | $173.5B | 556.44% | |
| 34 | AZPN1USDASPEN TECHNOLOGY INC | 871,158 | $173.0B | 554.95% | |
| 35 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,252,389 | $172.8B | 554.12% | |
| 36 | CMCSACOMCAST CORP NEW | 4,382,212 | $171.6B | 550.36% | |
| 37 | MDLZMONDELEZ INTL INC | 2,487,281 | $163.8B | 525.40% | |
| 38 | —LVMH MOET HENNESSY LOUIS VUITTON SE | 211,495 | $161.7B | 518.59% | |
| 39 | NEENEXTERA ENERGY INC | 2,164,252 | $153.3B | 491.48% | |
| 40 | MARMARRIOTT INTL INC NEW | 596,288 | $144.2B | 462.34% | |
| 41 | JNJJOHNSON & JOHNSON | 978,889 | $143.1B | 458.85% | |
| 42 | ICEINTERCONTINENTAL EXCHANGE IN | 1,044,606 | $143.0B | 458.60% | |
| 43 | ALLYALLY FINL INC | 3,413,073 | $135.4B | 434.22% | |
| 44 | AXPAMERICAN EXPRESS CO | 542,636 | $125.6B | 402.96% | |
| 45 | CSWCSW INDUSTRIALS INC | 441,553 | $117.1B | 375.70% | |
| 46 | NKENIKE INC | 1,392,816 | $105.5B | 338.23% | |
| 47 | ABBVABBVIE INC | 611,589 | $104.9B | 336.42% | |
| 48 | MTCHMATCH GROUP INC NEW | 3,305,791 | $100.4B | 322.08% | |
| 49 | SESEA LTD | 1,351,126 | $96.5B | 309.47% | |
| 50 | FTVFORTIVE CORP | 1,291,524 | $95.7B | 306.92% | |
| 51 | SCISERVICE CORP INTL | 1,272,125 | $90.5B | 290.20% | |
| 52 | FMCXNORTHERN LTS FD TR IV | 3,037,186 | $87.2B | 279.59% | |
| 53 | PDDPDD HOLDINGS INC | 610,670 | $81.2B | 260.38% | |
| 54 | RSPINVESCO EXCHANGE TRADED FD T | 480,367 | $78.9B | 253.08% | |
| 55 | KOCOCA COLA CO | 1,187,211 | $76.1B | 244.19% | |
| 56 | COFCAPITAL ONE FINL CORP | 519,526 | $71.9B | 230.68% | |
| 57 | BALLBALL CORP | 1,075,944 | $64.6B | 207.11% | |
| 58 | USBUS BANCORP DEL | 1,567,479 | $63.0B | 202.03% | |
| 59 | NVDANVIDIA CORPORATION | 492,500 | $60.8B | 195.13% | |
| 60 | AIZASSURANT INC | 358,164 | $59.5B | 190.96% | |
| 61 | BIPBROOKFIELD INFRAST PARTNERS | 2,163,017 | $59.4B | 190.37% | |
| 62 | LLYELI LILLY & CO | 61,968 | $56.1B | 179.93% | |
| 63 | CRCCANADIAN NAT RES LTD | 1,485,340 | $53.4B | 171.39% | |
| 64 | ABGCENCORA INC | 233,923 | $52.7B | 169.02% | |
| 65 | VLTOVERALTO CORP | 551,161 | $52.7B | 168.90% | |
| 66 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,341,961 | $51.1B | 163.82% | |
| 67 | NSYNICE LTD | 292,437 | $50.3B | 161.28% | |
| 68 | JPMJPMORGAN CHASE & CO. | 235,919 | $47.7B | 153.03% | |
| 69 | MCOMOODYS CORP | 104,634 | $44.0B | 141.25% | |
| 70 | PGPROCTER AND GAMBLE CO | 250,413 | $41.3B | 132.45% | |
| 71 | IQVIQVIA HLDGS INC | 185,039 | $39.1B | 125.47% | |
| 72 | LBLANDBRIDGE COMPANY LLC | 1,864,135 | $39.1B | 125.46% | |
| 73 | HLTHILTON WORLDWIDE HLDGS INC | 177,229 | $38.7B | 124.02% | |
| 74 | INGRINGREDION INC | 334,700 | $38.4B | 123.12% | |
| 75 | AMTAMERICAN TOWER CORP NEW | 191,301 | $37.5B | 120.18% | |
| 76 | ENBENBRIDGE INC | 1,048,728 | $37.3B | 119.64% | |
| 77 | AMGNAMGEN INC | 113,969 | $35.6B | 114.20% | |
| 78 | DEODIAGEO PLC | 280,886 | $35.4B | 113.58% | |
| 79 | SCHWSCHWAB CHARLES CORP | 454,776 | $33.5B | 107.48% | |
| 80 | SYKSTRYKER CORPORATION | 94,084 | $32.1B | 102.91% | |
| 81 | CHTRCHARTER COMMUNICATIONS INC N | 106,782 | $31.9B | 102.38% | |
| 82 | DISDISNEY WALT CO | 311,102 | $30.9B | 99.06% | |
| 83 | VIGVANGUARD SPECIALIZED FUNDS | 157,251 | $28.8B | 92.51% | |
| 84 | GGGGRACO INC | 355,696 | $28.2B | 90.44% | |
| 85 | SNASNAP ON INC | 106,919 | $27.9B | 89.63% | |
| 86 | VOVANGUARD INDEX FDS | 112,411 | $27.3B | 87.61% | |
| 87 | METAMETA PLATFORMS INC | 52,459 | $26.4B | 84.83% | |
| 88 | VHTVANGUARD WORLD FD | 98,557 | $26.3B | 84.38% | |
| 89 | MRKMERCK & CO INC | 210,857 | $26.3B | 84.24% | |
| 90 | CALCALERES INC | 781,127 | $26.2B | 84.17% | |
| 91 | UNPUNION PAC CORP | 114,973 | $26.0B | 83.43% | |
| 92 | XIFRNEXTERA ENERGY PARTNERS LP | 927,120 | $25.6B | 82.18% | |
| 93 | BUDANHEUSER BUSCH INBEV SA/NV | 425,844 | $24.8B | 79.41% | |
| 94 | CBCHUBB LIMITED | 95,913 | $24.6B | 78.73% | |
| 95 | WFCWELLS FARGO CO NEW | 411,686 | $24.4B | 78.41% | |
| 96 | BSXBOSTON SCIENTIFIC CORP | 311,613 | $24.0B | 76.96% | |
| 97 | XOMEXXON MOBIL CORP | 204,148 | $23.5B | 75.37% | |
| 98 | SBUXSTARBUCKS CORP | 294,526 | $22.9B | 73.53% | |
| 99 | AWCAMERICAN WTR WKS CO INC NEW | 175,844 | $22.7B | 72.84% | |
| 100 | VYMVANGUARD WHITEHALL FDS | 186,952 | $22.2B | 71.11% |
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