First Manhattan Co. LLC.
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.4ptsvs SPY
Invested
$72.1B
Holdings
751
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 66%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
28.6%
02
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
4.6%
03
$AAPL
APPLE INC
Held since at least Q1 2024
3.6%
04
$GOOG
ALPHABET INC
Held since at least Q1 2024
3.3%
05
$BN
BROOKFIELD CORP
Held since at least Q1 2024
2.7%
06
$AZO
AUTOZONE INC
Held since at least Q1 2024
2.5%
07
$KKR
KKR & CO INC
Held since at least Q1 2024
2.5%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
2.5%
09
$AMZN
AMAZON COM INC
Held since at least Q1 2024
1.9%
10
$AVGO
BROADCOM INC
Q1 2026: New position (26.9k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:22 UTC.