First Manhattan Co. Robert Gottesman
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $36.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 10.0B 27.81% | 14.0K | -108 ↓0.77% | |
|
MSFT
|
Microsoft Corporation | 1.6B 4.48% | 4.4M | +13.1K ↑0.30% | |
|
AAPL
|
Apple Inc | 1.3B 3.53% | 5.0M | -157.3K ↓3.04% | |
|
GOOG
|
Alphabet Inc - Class C | 1.2B 3.22% | 4.1M | -139.5K ↓3.33% | |
|
ASML
|
ASML Holding NV - New York Shares | 996.4M 2.76% | 754.4K | -37.9K ↓4.79% | |
|
AZO
|
Autozone Inc. | 884.4M 2.45% | 261.8K | +501 ↑0.19% | |
|
KKR
|
KKR & Co. Inc. | 869.0M 2.4% | 9.4M | +797.1K ↑9.27% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 864.3M 2.39% | 1.8M | -51.0K ↓2.75% | |
|
AMZN
|
Amazon.com Inc. | 677.9M 1.87% | 3.3M | +1.1M ↑52.60% | |
|
AVGO
|
Broadcom Inc | 675.7M 1.87% | 2.2M | -28.0K ↓1.27% | |
|
ORCL
|
Oracle Corp. | 579.6M 1.6% | 3.9M | -42.5K ↓1.07% | |
|
AMAT
|
Applied Materials Inc. | 514.5M 1.42% | 1.5M | -380.0K ↓20.16% | |
|
TPL
|
Texas Pacific Land Corporation | 504.3M 1.39% | 1.1M | +49.4K ↑4.88% | |
|
CRM
|
Salesforce.Com Inc | 493.8M 1.36% | 2.6M | -22.1K ↓0.83% | |
|
V
|
Visa Inc - Class A | 468.1M 1.29% | 1.5M | +249.4K ↑19.19% | |
|
HON
|
Honeywell International Inc | 447.7M 1.24% | 2.0M | +70.8K ↑3.71% | |
|
SPGI
|
S&P Global Inc | 445.2M 1.23% | 1.0M | +411.8K ↑64.87% | |
|
DHR
|
Danaher Corp. | 444.2M 1.23% | 2.3M | +28.8K ↑1.25% | |
|
NVDA
|
NVIDIA Corp | 443.5M 1.22% | 2.5M | +510.3K ↑25.11% | |
|
GOOGL
|
Alphabet Inc - Class A | 436.1M 1.2% | 1.5M | -85.9K ↓5.36% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 377.4M 1.04% | 767.2K | -1.8K ↓0.23% | |
|
SNPS
|
Synopsys, Inc. | 336.4M 0.93% | 848.6K | +64.0K ↑8.16% | |
|
LOW
|
Lowe`s Cos., Inc. | 330.7M 0.91% | 1.4M | -98.6K ↓6.58% | |
|
BSX
|
Boston Scientific Corp. | 308.2M 0.85% | 4.9M | +3.0M ↑160.97% | |
|
PM
|
Philip Morris International Inc | 295.7M 0.81% | 1.8M | -39.1K ↓2.15% | |
|
UNH
|
Unitedhealth Group Inc | 278.1M 0.77% | 1.0M | -325.7K ↓24.07% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 252.6M 0.7% | 422.7K | +940 ↑0.22% | |
|
INTC
|
Intel Corp. | 251.1M 0.69% | 5.7M | +2.7M ↑93.34% | |
|
KNSL
|
Kinsale Capital Group Inc | 210.5M 0.58% | 616.0K | +1.4K ↑0.23% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 209.4M 0.58% | 2.3M | -16.6K ↓0.73% | |
|
TTWO
|
Take-Two Interactive Software, Inc. | 199.7M 0.55% | 1.0M | -673.8K ↓39.99% |
Sold Out Positions
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