First Manhattan Co. Robert Gottesman
Top positions activity
Value History
Quarterly report: Q2 2026
Total portfolio value: $39.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 10.3B 26.34% | 13.8K | -166 ↓1.19% | |
|
MSFT
|
Microsoft Corporation | 1.6B 4.13% | 4.3M | -25.8K ↓0.59% | |
|
ASML
|
ASML Holding NV - New York Shares | 1.4B 3.64% | 718.4K | -35.9K ↓4.76% | |
|
AAPL
|
Apple Inc | 1.4B 3.63% | 4.9M | -80.8K ↓1.61% | |
|
GOOG
|
Alphabet Inc - Class C | 1.4B 3.53% | 3.9M | -120.7K ↓2.98% | |
|
AMAT
|
Applied Materials Inc. | 896.8M 2.28% | 1.2M | -265.0K ↓17.60% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 889.6M 2.26% | 1.8M | -25.8K ↓1.43% | |
|
KKR
|
KKR & Co. Inc. | 864.2M 2.2% | 9.4M | +21.9K ↑0.23% | |
|
AZO
|
Autozone Inc. | 837.8M 2.13% | 262.1K | +326 ↑0.12% | |
|
AVGO
|
Broadcom Inc | 812.3M 2.07% | 2.2M | -32.9K ↓1.51% | |
|
AMZN
|
Amazon.com Inc. | 777.6M 1.98% | 3.3M | +7.3K ↑0.22% | |
|
INTC
|
Intel Corp. | 647.7M 1.65% | 4.6M | -1.1M ↓18.49% | |
|
V
|
Visa Inc - Class A | 577.3M 1.47% | 1.7M | +133.7K ↑8.63% | |
|
ORCL
|
Oracle Corp. | 552.9M 1.4% | 3.8M | -167.5K ↓4.25% | |
|
GOOGL
|
Alphabet Inc - Class A | 528.6M 1.34% | 1.5M | -37.6K ↓2.48% | |
|
NVDA
|
NVIDIA Corp | 506.6M 1.29% | 2.5M | -11.1K ↓0.43% | |
|
TPL
|
Texas Pacific Land Corporation | 466.0M 1.18% | 1.1M | +2.0K ↑0.19% | |
|
DHR
|
Danaher Corp. | 429.1M 1.09% | 2.2M | -90.1K ↓3.85% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 422.4M 1.07% | 841.9K | +74.7K ↑9.74% | |
|
SPGI
|
S&P Global Inc | 421.0M 1.07% | 1.0M | -13.0K ↓1.24% | |
|
HON
|
Honeywell International Inc | 416.0M 1.06% | 1.9M | +1.9M Newly Added | |
|
SNPS
|
Synopsys, Inc. | 383.2M 0.97% | 859.1K | +10.6K ↑1.24% | |
|
UNH
|
Unitedhealth Group Inc | 360.5M 0.91% | 867.4K | -160.2K ↓15.59% | |
|
PM
|
Philip Morris International Inc | 322.2M 0.82% | 1.8M | -6.3K ↓0.35% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 295.4M 0.75% | 430.1K | +7.4K ↑1.75% | |
|
LOW
|
Lowe`s Cos., Inc. | 290.4M 0.74% | 1.3M | -82.2K ↓5.88% | |
|
CRM
|
Salesforce.Com Inc | 273.4M 0.69% | 1.7M | -904.9K ↓34.21% | |
|
TTWO
|
Take-Two Interactive Software, Inc. | 253.9M 0.64% | 1.0M | +4.4K ↑0.43% | |
|
UBER
|
Uber Technologies Inc | 248.5M 0.63% | 3.4M | +2.8M ↑446.20% | |
|
ALLY
|
Ally Financial Inc | 205.8M 0.52% | 4.5M | -104.9K ↓2.29% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 203.8M 0.51% | 2.2M | -54.7K ↓2.41% |
Sold Out Positions
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