First Manhattan Co. Robert Gottesman
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $35.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 10.4B 29.5% | 14.3K | +84 ↑0.59% | |
|
MSFT
|
Microsoft Corporation | 2.2B 6.22% | 4.4M | -45.4K ↓1.01% | |
|
KKR
|
KKR & Co. Inc. | 1.2B 3.27% | 8.7M | +377.8K ↑4.53% | |
|
AAPL
|
Apple Inc | 1.1B 3.19% | 5.5M | -779.2K ↓12.39% | |
|
ORCL
|
Oracle Corp. | 977.6M 2.76% | 4.5M | -436.6K ↓8.89% | |
|
AZO
|
Autozone Inc. | 951.7M 2.68% | 256.4K | -51 ↓0.02% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 914.9M 2.58% | 1.9M | -49.7K ↓2.57% | |
|
GOOG
|
Alphabet Inc - Class C | 805.2M 2.27% | 4.5M | -823.4K ↓15.36% | |
|
AVGO
|
Broadcom Inc | 623.8M 1.76% | 2.3M | -27.6K ↓1.21% | |
|
ASML
|
ASML Holding NV - New York Shares | 569.0M 1.6% | 710.0K | +2.0K ↑0.28% | |
|
AMAT
|
Applied Materials Inc. | 514.1M 1.45% | 2.8M | -280.2K ↓9.07% | |
|
CRM
|
Salesforce.Com Inc | 512.7M 1.44% | 1.9M | +336.5K ↑21.83% | |
|
TTWO
|
Take-Two Interactive Software, Inc. | 486.7M 1.37% | 2.0M | -393.6K ↓16.42% | |
|
V
|
Visa Inc - Class A | 460.5M 1.3% | 1.3M | -2.2K ↓0.17% | |
|
DHR
|
Danaher Corp. | 439.7M 1.24% | 2.2M | +288.9K ↑14.94% | |
|
UNH
|
Unitedhealth Group Inc | 433.8M 1.22% | 1.4M | +245.1K ↑21.40% | |
|
AMZN
|
Amazon.com Inc. | 405.7M 1.14% | 1.8M | +509.4K ↑38.02% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 388.3M 1.09% | 956.7K | +8.1K ↑0.86% | |
|
TPL
|
Texas Pacific Land Corporation | 356.7M 1% | 337.7K | -241 ↓0.07% | |
|
HON
|
Honeywell International Inc | 346.9M 0.97% | 1.5M | -22.8K ↓1.51% | |
|
PM
|
Philip Morris International Inc | 338.0M 0.95% | 1.8M | -23.4K ↓1.25% | |
|
LOW
|
Lowe`s Cos., Inc. | 330.9M 0.93% | 1.5M | +83.4K ↑5.93% | |
|
NVDA
|
NVIDIA Corp | 310.7M 0.87% | 2.0M | +131.9K ↑7.19% | |
|
SPGI
|
S&P Global Inc | 305.2M 0.86% | 578.8K | -29.3K ↓4.81% | |
|
GOOGL
|
Alphabet Inc - Class A | 296.3M 0.83% | 1.7M | -250.2K ↓12.95% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 275.9M 0.77% | 484.2K | +24.2K ↑5.26% | |
|
ANSS
|
Ansys Inc. - Registered Shares | 224.6M 0.63% | 639.3K | +636.3K ↑20910.32% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 210.4M 0.59% | 2.3M | +2.2M ↑1231.41% | |
|
ICE
|
Intercontinental Exchange Inc | 205.9M 0.58% | 1.1M | -29.5K ↓2.56% | |
|
CPRT
|
Copart, Inc. | 191.3M 0.54% | 3.9M | -14.0K ↓0.36% | |
|
ALLY
|
Ally Financial Inc | 181.4M 0.51% | 4.7M | +397.7K ↑9.34% | |
|
MCD
|
McDonald`s Corp | 180.6M 0.5% | 618.1K | -2.6K ↓0.43% |
Sold Out Positions
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