First Eagle Investment Management, LLC
NEW YORK NY · SEC CIK 0001325447
$1,206.74亿2026Q2 申报市值
425持仓数
28.8%前十大占比 · 第一大 4.3%
40 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GOOG 加仓+$25.54亿
BDX 加仓+$23.76亿
META 加仓+$18.26亿
BKNG 新建仓+$17.53亿
TSM 加仓+$17.14亿
2026Q2 卖出最多 按季末市值估算
TXN 减仓-$10.64亿
EXPD 减仓-$3.10亿
XRAY 减仓-$1.42亿
VSNT 清仓-$5,913.20万
GOOGL 减仓-$5,731.96万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BKR | BAKER HUGHES COMPANY | $244.20万 | 0.00% | 44,000 | 44,000 | — | $244.20万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $245.89万 | 0.00% | 133,564 | 82,422 | 161.2% | $151.74万 | 加仓 |
| SN | SHARKNINJA INC | $248.35万 | 0.00% | 16,310 | 8,276 | 103.0% | $126.02万 | 加仓 |
| COHR | COHERENT CORP | $250.01万 | 0.00% | 6,338 | 1,821 | 40.3% | $71.83万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $252.25万 | 0.00% | 96,352 | 65,176 | 209.1% | $170.63万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $253.54万 | 0.00% | 9,372 | 5,153 | 122.1% | $139.40万 | 加仓 |
| INIO | INNIO NV | $257.07万 | 0.00% | 65,000 | 65,000 | — | $257.07万 | 新建仓 |
| NCMI | NATIONAL CINEMEDIA INC | $261.22万 | 0.00% | 687,428 | 251,810 | 57.8% | $95.69万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $262.45万 | 0.00% | 20,416 | 11,424 | 127.0% | $146.86万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $265.59万 | 0.00% | 90,706 | 90,706 | — | $265.59万 | 新建仓 |
| PWR | QUANTA SVCS INC | $266.41万 | 0.00% | 3,700 | 1,850 | 100.0% | $133.21万 | 加仓 |
| EVR | EVERCORE INC | $270.42万 | 0.00% | 7,920 | 4,017 | 102.9% | $137.16万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $271.59万 | 0.00% | 30,000 | 30,000 | — | $271.59万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $280.32万 | 0.00% | 11,800 | 6,000 | 103.4% | $142.54万 | 加仓 |
| FOSL | FOSSIL GROUP INC | $281.52万 | 0.00% | 680,000 | 340,000 | 100.0% | $140.76万 | 加仓 |
| DAL | DELTA AIR LINES INC | $284.95万 | 0.00% | 30,424 | 18,378 | 152.6% | $172.13万 | 加仓 |
| — | EXAGEN INC | $285.48万 | 0.00% | 613,930 | 488,688 | 390.2% | $227.24万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $286.37万 | 0.00% | 9,780 | 5,280 | 117.3% | $154.60万 | 加仓 |
| FLXS | FLEXSTEEL INDS INC | $297.92万 | 0.00% | 40,000 | 40,000 | — | $297.92万 | 新建仓 |
| MTDR | MATADOR RES CO | $298.68万 | 0.00% | 60,000 | 60,000 | — | $298.68万 | 新建仓 |
| LFUS | LITTELFUSE INC | $308.80万 | 0.00% | 6,782 | 3,432 | 102.4% | $156.27万 | 加仓 |
| — | TRIVAGO N V | $310.09万 | 0.00% | 566,888 | 283,444 | 100.0% | $155.04万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $322.42万 | 0.00% | 15,212 | 12,212 | 407.1% | $258.83万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $341.72万 | 0.00% | 18,266 | 12,848 | 237.1% | $240.36万 | 加仓 |
| ENTG | ENTEGRIS INC | $343.50万 | 0.00% | 19,098 | 9,055 | 90.2% | $162.86万 | 加仓 |
| SBUX | STARBUCKS CORP | $347.49万 | 0.00% | 34,004 | 17,628 | 107.6% | $180.14万 | 加仓 |
| NVT | NVENT ELEC PLC | $351.94万 | 0.00% | 20,750 | 10,413 | 100.7% | $176.61万 | 加仓 |
| VREX | VAREX IMAGING CORP | $374.44万 | 0.00% | 359,002 | 359,002 | — | $374.44万 | 新建仓 |
| WNC | WABASH NATL CORP | $379.15万 | 0.00% | 280,850 | 280,850 | — | $379.15万 | 新建仓 |
| NATR | NATURES SUNSHINE PRODS INC | $430.77万 | 0.00% | 197,600 | 98,800 | 100.0% | $215.38万 | 加仓 |
| — | AIRGAIN INC | $433.95万 | 0.00% | 688,806 | 315,903 | 84.7% | $199.02万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $469.20万 | 0.00% | 115,000 | 115,000 | — | $469.20万 | 新建仓 |
| MATV | MATIV HOLDINGS INC | $479.16万 | 0.00% | 632,978 | -465,814 | -42.4% | -$352.62万 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $514.85万 | 0.00% | 230,462 | -112,269 | -32.8% | -$250.81万 | 减仓 |
| KODK | EASTMAN KODAK CO | $529.10万 | 0.00% | 572,000 | 279,500 | 95.6% | $258.54万 | 加仓 |
| FLEX | FLEX LTD | $537.04万 | 0.00% | 33,136 | 12,964 | 64.3% | $210.11万 | 加仓 |
| RELL | RICHARDSON ELECTRS LTD | $551.29万 | 0.00% | 290,000 | 290,000 | — | $551.29万 | 新建仓 |
| KVHI | KVH INDS INC | $561.55万 | 0.00% | 566,652 | 355,826 | 168.8% | $352.62万 | 加仓 |
| LXFR | LUXFER HLDGS PLC | $568.26万 | 0.00% | 315,000 | 15,570 | 5.2% | $28.09万 | 加仓 |
| AADX | APPLIED AEROSPACE & DEFENSE | $569.50万 | 0.00% | 250,000 | 250,000 | — | $569.50万 | 新建仓 |
| — | DOUGLAS ELLIMAN INC | $580.94万 | 0.00% | 3,282,142 | 1,651,271 | 101.3% | $292.28万 | 加仓 |
| WEN | WENDYS CO | $585.31万 | 0.00% | 706,046 | 706,046 | — | $585.31万 | 新建仓 |
| — | PROFOUND MED CORP | $585.48万 | 0.00% | 880,414 | 557,707 | 172.8% | $370.88万 | 加仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $615.70万 | 0.01% | 490,600 | 179,411 | 57.7% | $225.16万 | 加仓 |
| — | TALKSPACE INC | $628.18万 | 0.01% | 1,208,038 | 542,154 | 81.4% | $281.92万 | 加仓 |
| RES | RPC INC | $635.06万 | 0.01% | 1,089,298 | 752,149 | 223.1% | $438.50万 | 加仓 |
| MTN | VAIL RESORTS INC | $647.23万 | 0.01% | 47,538 | 23,769 | 100.0% | $323.61万 | 加仓 |
| — | ALTISOURCE PORTFOLIO SOLUTIO | $653.53万 | 0.01% | 871,372 | 435,686 | 100.0% | $326.76万 | 加仓 |
| — | CITIZENS INC | $670.49万 | 0.01% | 1,168,100 | 585,350 | 100.4% | $335.99万 | 加仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $672.88万 | 0.01% | 1,040,000 | 309,563 | 42.4% | $200.29万 | 加仓 |
| CERT | CERTARA INC | $681.07万 | 0.01% | 1,039,796 | 1,039,796 | — | $681.07万 | 新建仓 |
| ROST | ROSS STORES INC | $716.37万 | 0.01% | 33,656 | 17,447 | 107.6% | $371.36万 | 加仓 |
| ANGO | ANGIODYNAMICS INC | $719.28万 | 0.01% | 552,870 | 277,135 | 100.5% | $360.55万 | 加仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $844.91万 | 0.01% | 966,716 | 440,358 | 83.7% | $384.87万 | 加仓 |
| FRBT | FORBRIGHT INC | $877.92万 | 0.01% | 480,000 | 480,000 | — | $877.92万 | 新建仓 |
| TILE | INTERFACE INC | $897.02万 | 0.01% | 250,286 | 125,743 | 101.0% | $450.66万 | 加仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $947.97万 | 0.01% | 2,125,500 | 2,125,500 | — | $947.97万 | 新建仓 |
| POWW | OUTDOOR HOLDING CO | $977.38万 | 0.01% | 4,286,740 | 2,242,870 | 109.7% | $511.37万 | 加仓 |
| — | DIANA SHIPPING INC | $992.58万 | 0.01% | 4,726,554 | 3,461,953 | 273.8% | $727.01万 | 加仓 |
| ESAB | ESAB CORPORATION | $1,014.27万 | 0.01% | 102,836 | 102,836 | — | $1,014.27万 | 新建仓 |
| — | INSEEGO CORP | $1,040.95万 | 0.01% | 1,007,698 | 436,849 | 76.5% | $451.27万 | 加仓 |
| RLGT | RADIANT LOGISTICS INC | $1,045.34万 | 0.01% | 1,105,014 | 588,507 | 113.9% | $556.73万 | 加仓 |
| — | RAMACO RES INC | $1,046.62万 | 0.01% | 1,224,116 | 678,933 | 124.5% | $580.49万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $1,079.50万 | 0.01% | 134,000 | 134,000 | — | $1,079.50万 | 新建仓 |
| EVER | EVERQUOTE INC | $1,093.18万 | 0.01% | 459,514 | 227,557 | 98.1% | $541.36万 | 加仓 |
| RILY | BRC GROUP HOLDINGS INC | $1,094.99万 | 0.01% | 1,361,922 | 1,361,922 | — | $1,094.99万 | 新建仓 |
| — | STRAWBERRY FIELDS REIT INC | $1,113.45万 | 0.01% | 809,780 | 480,191 | 145.7% | $660.26万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $1,125.30万 | 0.01% | 99,154 | 99,132 | 450,600.0% | $1,125.05万 | 加仓 |
| COUR | COURSERA INC | $1,193.42万 | 0.01% | 2,116,000 | 2,116,000 | — | $1,193.42万 | 新建仓 |
| INFU | INFUSYSTEM HLDGS INC | $1,196.60万 | 0.01% | 1,240,000 | 518,629 | 71.9% | $500.48万 | 加仓 |
| TWI | TITAN INTL INC ILL | $1,203.75万 | 0.01% | 1,561,278 | 890,639 | 132.8% | $686.68万 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $1,220.16万 | 0.01% | 1,070,314 | 540,657 | 102.1% | $616.35万 | 加仓 |
| PGNY | PROGYNY INC | $1,229.38万 | 0.01% | 426,424 | 229,812 | 116.9% | $662.55万 | 加仓 |
| HL | HECLA MINING COMPANY | $1,240.57万 | 0.01% | 804,000 | 316,500 | 64.9% | $488.36万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $1,246.82万 | 0.01% | 824,072 | 489,491 | 146.3% | $740.60万 | 加仓 |
| IDA | IDACORP INC | $1,256.03万 | 0.01% | 83,016 | 41,443 | 99.7% | $627.03万 | 加仓 |
| — | SMITH DOUGLAS HOMES CORP | $1,256.48万 | 0.01% | 808,548 | 423,774 | 110.1% | $658.54万 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC | $1,270.28万 | 0.01% | 392,424 | 392,424 | — | $1,270.28万 | 新建仓 |
| PEP | PEPSICO INC | $1,306.10万 | 0.01% | 96,462 | 50,005 | 107.6% | $677.07万 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $1,310.64万 | 0.01% | 1,529,334 | 762,667 | 99.5% | $653.61万 | 加仓 |
| SDRL | SEADRILL LTD | $1,352.50万 | 0.01% | 357,616 | 310,616 | 660.9% | $1,174.75万 | 加仓 |
| FTK | FLOTEK INDUSTRIES INC | $1,379.41万 | 0.01% | 586,484 | 586,484 | — | $1,379.41万 | 新建仓 |
| TTAM | TITAN AMER SA | $1,388.11万 | 0.01% | 743,894 | 335,822 | 82.3% | $626.64万 | 加仓 |
| TDC | TERADATA CORP DEL | $1,388.37万 | 0.01% | 400,684 | 400,684 | — | $1,388.37万 | 新建仓 |
| VITL | VITAL FARMS INC | $1,407.14万 | 0.01% | 1,209,920 | 677,960 | 127.4% | $788.47万 | 加仓 |
| MC | MOELIS & CO | $1,439.24万 | 0.01% | 220,000 | 144,899 | 192.9% | $947.93万 | 加仓 |
| JOUT | JOHNSON OUTDOORS INC | $1,478.69万 | 0.01% | 321,176 | 182,288 | 131.2% | $839.25万 | 加仓 |
| CDE | COEUR MNG INC | $1,482.24万 | 0.01% | 908,238 | 372,308 | 69.5% | $607.61万 | 加仓 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $1,497.96万 | 0.01% | 840,134 | 473,037 | 128.9% | $843.43万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $1,542.84万 | 0.01% | 851,456 | 851,456 | — | $1,542.84万 | 新建仓 |
| DNOW | DNOW INC | $1,556.16万 | 0.01% | 1,199,812 | 846,054 | 239.2% | $1,097.33万 | 加仓 |
| AORT | ARTIVION INC | $1,557.50万 | 0.01% | 693,146 | 381,545 | 122.4% | $857.33万 | 加仓 |
| PACK | RANPAK HOLDINGS CORP | $1,561.65万 | 0.01% | 2,136,324 | 1,347,485 | 170.8% | $985.01万 | 加仓 |
| — | SEACOR MARINE HLDGS INC | $1,582.00万 | 0.01% | 2,067,978 | 997,489 | 93.2% | $763.08万 | 加仓 |
| AVNW | AVIAT NETWORKS INC | $1,600.42万 | 0.01% | 720,912 | 429,756 | 147.6% | $954.06万 | 加仓 |
| MASS | 908 DEVICES INC | $1,618.17万 | 0.01% | 1,859,970 | 1,056,364 | 131.5% | $919.04万 | 加仓 |
| STC | STEWART INFORMATION SVCS COR | $1,625.65万 | 0.01% | 246,236 | 120,618 | 96.0% | $796.32万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $1,633.41万 | 0.01% | 859,236 | 637,684 | 287.8% | $1,212.24万 | 加仓 |
| ATRC | ATRICURE INC | $1,665.61万 | 0.01% | 595,286 | 333,143 | 127.1% | $932.13万 | 加仓 |
| ONEW | ONEWATER MARINE INC | $1,707.78万 | 0.01% | 1,515,336 | 989,668 | 188.3% | $1,115.36万 | 加仓 |