First Eagle Investment Management, LLC
NEW YORK NY · SEC CIK 0001325447
$590.00亿2026Q1 申报市值
425持仓数
28.1%前十大占比 · 第一大 3.6%
40 / 39新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ADP 新建仓+$5.79亿
BRO 新建仓+$5.75亿
WAT 新建仓+$4.69亿
WDAY 加仓+$4.25亿
FISV 新建仓+$4.18亿
2026Q1 卖出最多 按季末市值估算
TSM 减仓-$6.88亿
ADI 减仓-$6.44亿
IMO 减仓-$6.07亿
CHRW 减仓-$5.55亿
B 减仓-$4.71亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SARO | STANDARDAERO INC | $72.07万 | 0.00% | 27,900 | 4,400 | 18.7% | $11.37万 | 加仓 |
| XPO | XPO INC | $72.08万 | 0.00% | 3,705 | -6 | -0.2% | -$1,167 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $73.04万 | 0.00% | 5,326 | 0 | 0.0% | — | 不变 |
| — | TRIVAGO N V | $76.81万 | 0.00% | 283,444 | -10,000 | -3.4% | -$2.71万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $77.09万 | 0.00% | 9,000 | 600 | 7.1% | $5.14万 | 加仓 |
| DAL | DELTA AIR LINES INC | $80.08万 | 0.00% | 12,046 | -648 | -5.1% | -$4.31万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $82.97万 | 0.00% | 8,992 | 2,652 | 41.8% | $24.47万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $83.15万 | 0.00% | 7,118 | 7,065 | 13,330.2% | $82.53万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $84.33万 | 0.00% | 7,889 | 1,655 | 26.5% | $17.69万 | 加仓 |
| SN | SHARKNINJA INC | $85.08万 | 0.00% | 8,034 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $87.90万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $88.64万 | 0.00% | 40,000 | -286,608 | -87.8% | -$635.12万 | 重新持有 |
| RKT | ROCKET COS INC | $92.29万 | 0.00% | 64,764 | 3,044 | 4.9% | $4.34万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $95.42万 | 0.00% | 1,401 | -255 | -15.4% | -$17.37万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $96.03万 | 0.00% | 4,532 | 4,532 | — | $96.03万 | 新建仓 |
| — | UNIVERSAL ELECTRS INC | $99.32万 | 0.00% | 241,060 | 912 | 0.4% | $3,757 | 加仓 |
| — | FIRST EAGLE ETF TR | $99.58万 | 0.00% | 30,000 | 30,000 | — | $99.58万 | 新建仓 |
| — | FIRST EAGLE ETF TR | $100.14万 | 0.00% | 30,001 | 30,001 | — | $100.14万 | 新建仓 |
| CIEN | CIENA CORP | $100.94万 | 0.00% | 2,600 | -38,300 | -93.6% | -$1,486.92万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $101.46万 | 0.00% | 5,418 | 5,392 | 20,738.5% | $100.97万 | 加仓 |
| PWR | QUANTA SVCS INC | $101.57万 | 0.00% | 1,850 | -368 | -16.6% | -$20.20万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $102.24万 | 0.00% | 5,418 | -1,015 | -15.8% | -$19.15万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $103.37万 | 0.00% | 4,219 | 1,700 | 67.5% | $41.65万 | 加仓 |
| DINO | HF SINCLAIR CORP | $104.14万 | 0.00% | 16,691 | 12,100 | 263.6% | $75.49万 | 加仓 |
| COHR | COHERENT CORP | $107.60万 | 0.00% | 4,517 | -1,704 | -27.4% | -$40.59万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $107.76万 | 0.00% | 9,816 | 707 | 7.8% | $7.76万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $109.03万 | 0.00% | 51,142 | 14,499 | 39.6% | $30.91万 | 加仓 |
| CLH | CLEAN HARBORS INC | $109.42万 | 0.00% | 3,816 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $113.68万 | 0.00% | 3,350 | 3,350 | — | $113.68万 | 新建仓 |
| EVR | EVERCORE INC | $116.51万 | 0.00% | 3,903 | -198 | -4.8% | -$5.91万 | 减仓 |
| ENTG | ENTEGRIS INC | $117.74万 | 0.00% | 10,043 | -500 | -4.7% | -$5.86万 | 减仓 |
| NVT | NVENT ELEC PLC | $122.27万 | 0.00% | 10,337 | -200 | -1.9% | -$2.37万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $122.56万 | 0.00% | 5,800 | -1,229 | -17.5% | -$25.97万 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $131.63万 | 0.00% | 92,500 | 92,500 | — | $131.63万 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $132.05万 | 0.00% | 20,172 | 660 | 3.4% | $4.32万 | 加仓 |
| NCMI | NATIONAL CINEMEDIA INC | $132.86万 | 0.00% | 435,618 | -819,704 | -65.3% | -$250.01万 | 减仓 |
| — | CLARUS CORP NEW | $138.31万 | 0.00% | 508,500 | -334,975 | -39.7% | -$91.11万 | 减仓 |
| XRX | XEROX HOLDINGS CORP | $141.85万 | 0.00% | 1,099,635 | -1,082,865 | -49.6% | -$139.69万 | 减仓 |
| FOSL | FOSSIL GROUP INC | $146.54万 | 0.00% | 340,000 | -155,000 | -31.3% | -$66.81万 | 减仓 |
| SBUX | STARBUCKS CORP | $146.71万 | 0.00% | 16,376 | -9,249 | -36.1% | -$82.86万 | 减仓 |
| HLLY | HOLLEY INC | $147.60万 | 0.00% | 480,797 | 5,000 | 1.1% | $1.54万 | 加仓 |
| — | GATES INDL CORP PLC | $188.79万 | 0.00% | 83,500 | 83,500 | — | $188.79万 | 新建仓 |
| KVHI | KVH INDS INC | $188.90万 | 0.00% | 210,826 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $192.89万 | 0.00% | 56,500 | 56,500 | — | $192.89万 | 新建仓 |
| ASIX | ADVANSIX INC | $201.20万 | 0.00% | 82,460 | -92,564 | -52.9% | -$225.86万 | 减仓 |
| — | AIRGAIN INC | $205.10万 | 0.00% | 372,903 | -77,862 | -17.3% | -$42.82万 | 减仓 |
| — | PROFOUND MED CORP | $209.11万 | 0.00% | 322,707 | 10,000 | 3.2% | $6.48万 | 加仓 |
| TNC | TENNANT CO | $212.85万 | 0.00% | 32,056 | 32,056 | — | $212.85万 | 新建仓 |
| SDRL | SEADRILL LTD | $213.85万 | 0.00% | 47,000 | -1,100 | -2.3% | -$5.00万 | 减仓 |
| STVN | STEVANATO GROUP S P A | $216.56万 | 0.00% | 157,500 | 157,500 | — | $216.56万 | 新建仓 |
| NATR | NATURES SUNSHINE PRODS INC | $237.02万 | 0.00% | 98,800 | 0 | 0.0% | — | 不变 |
| RES | RPC INC | $238.70万 | 0.00% | 337,149 | 10,000 | 3.1% | $7.08万 | 加仓 |
| BBNX | BETA BIONICS INC | $242.48万 | 0.00% | 242,000 | -11,702 | -4.6% | -$11.73万 | 减仓 |
| ACCO | ACCO BRANDS CORP | $249.41万 | 0.00% | 831,369 | -31,000 | -3.6% | -$9.30万 | 减仓 |
| KODK | EASTMAN KODAK CO | $264.71万 | 0.00% | 292,500 | -283,238 | -49.2% | -$256.33万 | 减仓 |
| — | DOUGLAS ELLIMAN INC | $267.46万 | 0.00% | 1,630,871 | 15,000 | 0.9% | $2.46万 | 加仓 |
| — | ALTISOURCE PORTFOLIO SOLUTIO | $277.53万 | 0.00% | 435,686 | 0 | 0.0% | — | 不变 |
| PACK | RANPAK HOLDINGS CORP | $281.62万 | 0.00% | 788,839 | 398,829 | 102.3% | $142.38万 | 加仓 |
| WRBY | WARBY PARKER INC | $284.63万 | 0.00% | 135,090 | -217,851 | -61.7% | -$459.01万 | 减仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $292.80万 | 0.00% | 240,000 | -190,273 | -44.2% | -$232.13万 | 减仓 |
| — | CITIZENS INC | $293.12万 | 0.00% | 582,750 | -5,000 | -0.9% | -$2.52万 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $302.16万 | 0.01% | 311,189 | 4,800 | 1.6% | $4.66万 | 加仓 |
| MTN | VAIL RESORTS INC | $305.00万 | 0.01% | 23,769 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC | $310.36万 | 0.01% | 124,543 | -7,500 | -5.7% | -$18.69万 | 减仓 |
| ANGO | ANGIODYNAMICS INC | $313.51万 | 0.01% | 275,735 | 8,000 | 3.0% | $9.10万 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $314.80万 | 0.01% | 72,500 | -169,192 | -70.0% | -$734.63万 | 减仓 |
| — | DIANA SHIPPING INC | $316.15万 | 0.01% | 1,264,601 | 798,018 | 171.0% | $199.50万 | 加仓 |
| PGNY | PROGYNY INC | $333.85万 | 0.01% | 196,612 | -16,000 | -7.5% | -$27.17万 | 减仓 |
| — | TALKSPACE INC | $344.60万 | 0.01% | 665,884 | -1,540,246 | -69.8% | -$797.08万 | 减仓 |
| VSEC | VSE CORP | $348.92万 | 0.01% | 18,922 | -1,600 | -7.8% | -$29.50万 | 减仓 |
| ROST | ROSS STORES INC | $351.14万 | 0.01% | 16,209 | -1,448,358 | -98.9% | -$3.14亿 | 减仓 |
| EVER | EVERQUOTE INC | $357.68万 | 0.01% | 231,957 | -20,000 | -7.9% | -$30.84万 | 减仓 |
| RLGT | RADIANT LOGISTICS INC | $364.14万 | 0.01% | 516,507 | 15,206 | 3.0% | $10.72万 | 加仓 |
| LXFR | LUXFER HLDGS PLC | $364.71万 | 0.01% | 299,430 | -153,626 | -33.9% | -$187.12万 | 减仓 |
| BRZE | BRAZE INC | $374.22万 | 0.01% | 158,500 | 158,500 | — | $374.22万 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $388.53万 | 0.01% | 47,943 | 2,600 | 5.7% | $21.07万 | 加仓 |
| — | STRAWBERRY FIELDS REIT INC | $392.21万 | 0.01% | 329,589 | 4,000 | 1.2% | $4.76万 | 加仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $392.24万 | 0.01% | 730,437 | -34,154 | -4.5% | -$18.34万 | 减仓 |
| NPKI | NPK INTERNATIONAL INC | $396.77万 | 0.01% | 273,821 | 8,500 | 3.2% | $12.32万 | 加仓 |
| POWW | OUTDOOR HOLDING CO | $410.82万 | 0.01% | 2,043,870 | 142,500 | 7.5% | $28.64万 | 加仓 |
| MG | MISTRAS GROUP INC | $416.10万 | 0.01% | 281,532 | 204,313 | 264.6% | $301.97万 | 加仓 |
| QNST | QUINSTREET INC | $420.20万 | 0.01% | 349,874 | 100,000 | 40.0% | $120.10万 | 加仓 |
| DNOW | DNOW INC | $421.33万 | 0.01% | 353,758 | 121,228 | 52.1% | $144.38万 | 加仓 |
| MC | MOELIS & CO | $428.08万 | 0.01% | 75,101 | -4,200 | -5.3% | -$23.94万 | 减仓 |
| QXO | QXO INC | $433.42万 | 0.01% | 223,184 | -4,500 | -2.0% | -$8.74万 | 减仓 |
| KMPR | KEMPER CORP | $455.96万 | 0.01% | 149,203 | 69,000 | 86.0% | $210.86万 | 加仓 |
| QTRX | QUANTERIX CORP | $457.63万 | 0.01% | 1,300,087 | 768,660 | 144.6% | $270.57万 | 加仓 |
| TWI | TITAN INTL INC ILL | $463.41万 | 0.01% | 670,639 | 55,888 | 9.1% | $38.62万 | 加仓 |
| BBCP | CONCRETE PUMPING HLDGS INC | $468.38万 | 0.01% | 656,001 | 116,312 | 21.6% | $83.05万 | 加仓 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $472.82万 | 0.01% | 367,097 | 7,747 | 2.2% | $9.98万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $486.15万 | 0.01% | 334,581 | 191,663 | 134.1% | $278.49万 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $487.81万 | 0.01% | 529,657 | 11,500 | 2.2% | $10.59万 | 加仓 |
| MASS | 908 DEVICES INC | $491.81万 | 0.01% | 803,606 | 179,723 | 28.8% | $109.99万 | 加仓 |
| — | SMITH DOUGLAS HOMES CORP | $492.51万 | 0.01% | 384,774 | 6,000 | 1.6% | $7.68万 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $493.73万 | 0.01% | 766,667 | -15,000 | -1.9% | -$9.66万 | 减仓 |
| ONEW | ONEWATER MARINE INC | $496.76万 | 0.01% | 525,668 | 217,181 | 70.4% | $205.24万 | 加仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $503.14万 | 0.01% | 765,822 | -12,114 | -1.6% | -$7.96万 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $520.57万 | 0.01% | 526,358 | -33,500 | -6.0% | -$33.13万 | 减仓 |
| RDNT | RADNET INC | $526.13万 | 0.01% | 94,136 | 1,000 | 1.1% | $5.59万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $527.11万 | 0.01% | 349,540 | 349,540 | — | $527.11万 | 新建仓 |