Filing analysis
First Manhattan Co. Llc.
13F-HR · period Q2 2026 · filed Aug 14, 2026
$39.24BReported 13F value
742Positions
+48New
153Increased
359Reduced
−58Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| HONA Honeywell Aerospace Inc | $414.69M | 1.1% |
| WOLF Wolfspeed Inc. | $79.37M | 0.2% |
| WDAY Workday, Inc. | $78.27M | 0.2% |
| EROK | $69.21M | 0.2% |
| SONY Sony Group Corporation | $1.71M | 0.0% |
| MRVL Marvell Technology, Inc. | $853,157 | 0.0% |
| SPCX Space Exploration… | $789,202 | 0.0% |
| DBEF Xtrackers MSCI EAFE Hedged… | $776,729 | 0.0% |
| VCTR Victory Capital Holdings, Inc. | $719,554 | 0.0% |
| PWR Quanta Services, Inc. | $678,278 | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| ASML ASML Holding N.V. | ▼ Trim | -4.8% | $1.43B |
| INTC Intel Corp. | ▼ Trim | -18.5% | $647.73M |
| AMAT Applied Materials, Inc. | ▼ Trim | -17.6% | $896.85M |
| BRK-A Berkshire Hathaway Inc. | ▼ Trim | -1.2% | $10.34B |
| BSX Boston Scientific Corporation | ▼ Trim | -65.4% | $72.44M |
| GOOG Alphabet Inc. | ▼ Trim | -3.0% | $1.39B |
| CRM Salesforce, Inc. | ▼ Trim | -34.2% | $273.36M |
| UBER Uber Technologies, Inc. | ▲ Add | +446.2% | $248.46M |
| AAPL Apple Inc. | ▼ Trim | -1.6% | $1.43B |
| KNSL Kinsale Capital Group, Inc. | ▼ Trim | -69.4% | $62.13M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.