First Manhattan Co. Robert Gottesman
Top positions activity
Value History
Quarterly report: Q2 2024
Total portfolio value: $31.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 9.2B 29.44% | 15.0K | -313 ↓2.04% | |
|
MSFT
|
Microsoft Corporation | 2.0B 6.47% | 4.5M | -55.7K ↓1.22% | |
|
AAPL
|
Apple Inc | 1.4B 4.55% | 6.7M | -161.0K ↓2.33% | |
|
GOOG
|
Alphabet Inc - Class C | 1.0B 3.22% | 5.5M | -104.9K ↓1.88% | |
|
KKR
|
KKR & Co. Inc. | 959.2M 3.07% | 9.1M | -10.3K ↓0.11% | |
|
UNH
|
Unitedhealth Group Inc | 828.0M 2.65% | 1.6M | -85.9K ↓5.02% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 806.7M 2.58% | 2.0M | +4.3K ↑0.22% | |
|
AZO
|
Autozone Inc. | 767.2M 2.46% | 258.8K | +2.6K ↑1.02% | |
|
ORCL
|
Oracle Corp. | 765.5M 2.45% | 5.4M | +13.3K ↑0.25% | |
|
DHR
|
Danaher Corp. | 502.7M 1.61% | 2.0M | -96.8K ↓4.59% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 501.1M 1.6% | 905.6K | -7.9K ↓0.86% | |
|
AMAT
|
Applied Materials Inc. | 414.3M 1.32% | 1.8M | +472.0K ↑36.77% | |
|
AVGO
|
Broadcom Inc | 373.9M 1.19% | 232.9K | +2.0K ↑0.88% | |
|
GOOGL
|
Alphabet Inc - Class A | 340.9M 1.09% | 1.9M | -11.2K ↓0.59% | |
|
TTWO
|
Take-Two Interactive Software, Inc. | 318.5M 1.02% | 2.0M | +549.1K ↑36.62% | |
|
HON
|
Honeywell International Inc | 316.8M 1.01% | 1.5M | -6.2K ↓0.41% | |
|
LOW
|
Lowe`s Cos., Inc. | 309.9M 0.99% | 1.4M | +34.2K ↑2.53% | |
|
V
|
Visa Inc - Class A | 289.7M 0.92% | 1.1M | +2.8K ↑0.25% | |
|
SPGI
|
S&P Global Inc | 288.8M 0.92% | 647.5K | -2.8K ↓0.44% | |
|
ASML
|
ASML Holding NV - New York Shares | 272.1M 0.87% | 266.1K | +1.1K ↑0.42% | |
|
AMZN
|
Amazon.com Inc. | 253.1M 0.81% | 1.3M | -27.0K ↓2.02% | |
|
TPL
|
Texas Pacific Land Corporation | 248.3M 0.79% | 338.2K | -89.7K ↓20.96% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 245.6M 0.78% | 489.3K | +32.0K ↑6.99% | |
|
ACN
|
Accenture plc - Class A | 224.7M 0.72% | 740.6K | +13.4K ↑1.85% | |
|
CPRT
|
Copart, Inc. | 219.4M 0.7% | 4.1M | -136.0K ↓3.25% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 216.2M 0.69% | 204.7K | +2.3K ↑1.12% | |
|
PM
|
Philip Morris International Inc | 189.2M 0.6% | 1.8M | -46.4K ↓2.45% | |
|
MKL
|
Markel Corp | 173.7M 0.55% | 110.2K | +117 ↑0.11% | |
|
CRM
|
Salesforce.Com Inc | 173.6M 0.55% | 675.3K | +662.3K ↑5106.97% | |
|
MCD
|
McDonald`s Corp | 173.5M 0.55% | 680.8K | +13.5K ↑2.03% | |
|
AZPN
|
Aspen Technology Inc. | 173.0M 0.55% | 871.2K | +301.8K ↑53.02% | |
|
KEYS
|
Keysight Technologies Inc | 172.8M 0.55% | 1.3M | -25.0K ↓1.96% | |
|
CMCSA
|
Comcast Corp - Class A | 171.6M 0.55% | 4.4M | -68.8K ↓1.54% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 163.8M 0.52% | 2.5M | +49.0K ↑2.01% |
Sold Out Positions
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