First Manhattan Co. Robert Gottesman
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $37.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 11.1B 29.19% | 14.7K | +321 ↑2.24% | |
|
MSFT
|
Microsoft Corporation | 2.3B 5.97% | 4.4M | -67.5K ↓1.52% | |
|
AAPL
|
Apple Inc | 1.3B 3.53% | 5.3M | -248.7K ↓4.51% | |
|
ORCL
|
Oracle Corp. | 1.1B 3.03% | 4.1M | -385.8K ↓8.63% | |
|
KKR
|
KKR & Co. Inc. | 1.1B 2.92% | 8.5M | -190.6K ↓2.19% | |
|
AZO
|
Autozone Inc. | 1.1B 2.88% | 254.5K | -1.8K ↓0.71% | |
|
GOOG
|
Alphabet Inc - Class C | 1.0B 2.75% | 4.3M | -262.5K ↓5.78% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 940.3M 2.48% | 1.9M | -12.9K ↓0.68% | |
|
ASML
|
ASML Holding NV - New York Shares | 772.1M 2.03% | 797.6K | +87.5K ↑12.33% | |
|
AVGO
|
Broadcom Inc | 737.2M 1.94% | 2.2M | -28.3K ↓1.25% | |
|
CRM
|
Salesforce.Com Inc | 529.3M 1.39% | 2.2M | +352.7K ↑18.78% | |
|
TTWO
|
Take-Two Interactive Software, Inc. | 492.2M 1.29% | 1.9M | -98.9K ↓4.94% | |
|
UNH
|
Unitedhealth Group Inc | 460.2M 1.21% | 1.3M | -57.7K ↓4.15% | |
|
DHR
|
Danaher Corp. | 459.9M 1.21% | 2.3M | +93.5K ↑4.21% | |
|
AMZN
|
Amazon.com Inc. | 457.3M 1.2% | 2.1M | +233.4K ↑12.62% | |
|
V
|
Visa Inc - Class A | 439.7M 1.16% | 1.3M | -9.1K ↓0.70% | |
|
AMAT
|
Applied Materials Inc. | 415.5M 1.09% | 2.0M | -779.1K ↓27.74% | |
|
GOOGL
|
Alphabet Inc - Class A | 402.8M 1.06% | 1.7M | -24.4K ↓1.45% | |
|
HON
|
Honeywell International Inc | 384.1M 1.01% | 1.8M | +335.0K ↑22.49% | |
|
NVDA
|
NVIDIA Corp | 377.1M 0.99% | 2.0M | +54.5K ↑2.77% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 376.3M 0.99% | 775.2K | -181.5K ↓18.97% | |
|
LOW
|
Lowe`s Cos., Inc. | 371.4M 0.98% | 1.5M | -13.4K ↓0.90% | |
|
SNPS
|
Synopsys, Inc. | 336.0M 0.88% | 681.0K | +631.7K ↑1280.82% | |
|
TPL
|
Texas Pacific Land Corporation | 315.3M 0.83% | 337.7K | = | |
|
SPGI
|
S&P Global Inc | 301.0M 0.79% | 618.5K | +39.7K ↑6.86% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 291.9M 0.77% | 475.3K | -8.9K ↓1.83% | |
|
PM
|
Philip Morris International Inc | 291.0M 0.76% | 1.8M | -50.6K ↓2.75% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 247.2M 0.65% | 2.3M | -41.6K ↓1.78% | |
|
KNSL
|
Kinsale Capital Group Inc | 218.6M 0.57% | 514.0K | +312.9K ↑155.58% | |
|
ICE
|
Intercontinental Exchange Inc | 192.9M 0.5% | 1.1M | +22.7K ↑2.02% |
Sold Out Positions
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