First Manhattan Co. Robert Gottesman
Top positions activity
Value History
Quarterly report: Q3 2024
Total portfolio value: $33.7B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 10.2B 30.1% | 14.7K | -310 ↓2.07% | |
|
MSFT
|
Microsoft Corporation | 1.9B 5.71% | 4.5M | -40.2K ↓0.89% | |
|
AAPL
|
Apple Inc | 1.6B 4.61% | 6.7M | -66.3K ↓0.98% | |
|
KKR
|
KKR & Co. Inc. | 1.1B 3.36% | 8.7M | -422.3K ↓4.63% | |
|
UNH
|
Unitedhealth Group Inc | 910.6M 2.69% | 1.6M | -68.5K ↓4.21% | |
|
GOOG
|
Alphabet Inc - Class C | 905.8M 2.68% | 5.4M | -68.5K ↓1.25% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 895.5M 2.65% | 1.9M | -37.5K ↓1.89% | |
|
ORCL
|
Oracle Corp. | 893.2M 2.64% | 5.2M | -179.7K ↓3.32% | |
|
AZO
|
Autozone Inc. | 815.7M 2.41% | 258.9K | +107 ↑0.04% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 548.6M 1.62% | 886.3K | -19.3K ↓2.13% | |
|
DHR
|
Danaher Corp. | 536.4M 1.59% | 1.9M | -82.4K ↓4.10% | |
|
AMAT
|
Applied Materials Inc. | 527.7M 1.56% | 2.6M | +856.2K ↑48.77% | |
|
CRM
|
Salesforce.Com Inc | 422.8M 1.25% | 1.5M | +867.4K ↑128.45% | |
|
AVGO
|
Broadcom Inc | 402.4M 1.19% | 2.3M | +2.1M ↑901.75% | |
|
LOW
|
Lowe`s Cos., Inc. | 377.5M 1.11% | 1.4M | +6.9K ↑0.50% | |
|
V
|
Visa Inc - Class A | 343.1M 1.01% | 1.2M | +144.2K ↑13.07% | |
|
TTWO
|
Take-Two Interactive Software, Inc. | 328.1M 0.97% | 2.1M | +86.1K ↑4.20% | |
|
SPGI
|
S&P Global Inc | 327.9M 0.97% | 634.6K | -12.9K ↓1.99% | |
|
GOOGL
|
Alphabet Inc - Class A | 321.8M 0.95% | 1.9M | +68.6K ↑3.66% | |
|
TPL
|
Texas Pacific Land Corporation | 299.1M 0.88% | 338.0K | -150 ↓0.04% | |
|
HON
|
Honeywell International Inc | 284.9M 0.84% | 1.4M | -105.2K ↓7.09% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 255.7M 0.75% | 483.0K | -6.3K ↓1.28% | |
|
ACN
|
Accenture plc - Class A | 248.8M 0.73% | 703.7K | -36.9K ↓4.98% | |
|
AMZN
|
Amazon.com Inc. | 239.3M 0.7% | 1.3M | -25.7K ↓1.96% | |
|
ASML
|
ASML Holding NV - New York Shares | 229.9M 0.68% | 275.9K | +9.9K ↑3.71% | |
|
PM
|
Philip Morris International Inc | 224.7M 0.66% | 1.8M | -14.2K ↓0.77% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 224.2M 0.66% | 194.7K | -10.0K ↓4.89% | |
|
AZPN
|
Aspen Technology Inc. | 213.5M 0.63% | 893.9K | +22.7K ↑2.61% | |
|
CPRT
|
Copart, Inc. | 205.7M 0.6% | 3.9M | -124.9K ↓3.08% | |
|
MCD
|
McDonald`s Corp | 202.2M 0.59% | 664.1K | -16.8K ↓2.46% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 191.6M 0.56% | 2.6M | +96.9K ↑3.90% | |
|
CMCSA
|
Comcast Corp - Class A | 184.6M 0.54% | 4.4M | +37.6K ↑0.86% | |
|
NEE
|
NextEra Energy Inc | 177.3M 0.52% | 2.1M | -66.7K ↓3.08% |
Sold Out Positions
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