First Manhattan CO Portfolio Holdings
First Manhattan CO
- $33.1 Billion
- Q2 2025
First Manhattan CO has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $33.1 Billion distributed in 698 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $10.4B, Microsoft Corp with a value of $2.2B, Kkr & Co. Inc. with a value of $1.16B, Apple Inc. with a value of $1.13B, and Oracle Corp with a value of $978M.
Examining the 13F form we can see an increase of $718M in the current position value, from $32.4B to 33.1B.
First Manhattan CO is based out at New York, NY
Below you can find more details about First Manhattan CO portfolio as well as his latest detailed transactions.
Portfolio value
$33.1 Billion
Financial Services: $14.7 Billion
Technology: $7.8 Billion
Consumer Cyclical: $2.87 Billion
Communication Services: $2.02 Billion
Healthcare: $1.84 Billion
Industrials: $1.03 Billion
Consumer Defensive: $871 Million
ETFs: $850 Million
Other: $1.11 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 698
- Current Value $33.1 Billion
- Prior Value $32.4 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 46 stocks
- Additional Purchases 191 stocks
- Sold out of 0 stocks
- Reduced holdings in 301 stocks