FIRST MANHATTAN CO. LLC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMBA | 3K | $226.52K |
 | FTNT | 3K | $230.72K |
 | STT | 3K | $316.53K |
 | SO | 3K | $244.03K |
 | NVT | 3K | $252.62K |
 | LITE | 3K | $415.72K |
 | MTSI | 3K | $311.23K |
 | AVAV | 3K | $787.23K |
 | RMBS | 2K | $259.98K |
 | NSC | 2K | $749.22K |
 | TRI | 2K | $384.45K |
 | ECG | 2K | $210.26K |
 | ULTA | 2K | $1.34M |
 | CHD | 2K | $210.31K |
 | POST | 2K | $257.42K |
 | STE | 2K | $587.17K |
 | GS | 2K | $1.88M |
 | CCI | 2K | $219.51K |
 | PAYX | 2K | $283.31K |
 | PRU | 2K | $231.09K |
Ambarella, Inc.
AMBA
Shares Held
3K
Value
$226.52K
Fortinet, Inc.
FTNT
Shares Held
3K
Value
$230.72K
State Street Corporation
STT
Shares Held
3K
Value
$316.53K
The Southern Company
SO
Shares Held
3K
Value
$244.03K
nVent Electric plc
NVT
Shares Held
3K
Value
$252.62K
Lumentum Holdings Inc.
LITE
Shares Held
3K
Value
$415.72K
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
3K
Value
$311.23K
AeroVironment, Inc.
AVAV
Shares Held
3K
Value
$787.23K
Rambus Inc.
RMBS
Shares Held
2K
Value
$259.98K
Norfolk Southern Corporation
NSC
Shares Held
2K
Value
$749.22K
Thomson Reuters Corporation
TRI
Shares Held
2K
Value
$384.45K
Everus Construction Group, Inc.
ECG
Shares Held
2K
Value
$210.26K
Ulta Beauty, Inc.
ULTA
Shares Held
2K
Value
$1.34M
Church & Dwight Co., Inc.
CHD
Shares Held
2K
Value
$210.31K
Post Holdings, Inc.
POST
Shares Held
2K
Value
$257.42K
STERIS plc
STE
Shares Held
2K
Value
$587.17K
The Goldman Sachs Group, Inc.
GS
Shares Held
2K
Value
$1.88M
Crown Castle Inc.
CCI
Shares Held
2K
Value
$219.51K
Paychex, Inc.
PAYX
Shares Held
2K
Value
$283.31K
Prudential Financial, Inc.
PRU
Shares Held
2K
Value
$231.09K