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 |
|---|---|---|---|---|---|---|---|---|
| LYTS | LSI INDS INC OHIO | $530.88万 | 0.01% | 285,422 | 2,000 | 0.7% | $3.72万 | 加仓 |
| MGNI | MAGNITE INC | $534.94万 | 0.01% | 450,288 | 153,845 | 51.9% | $182.77万 | 加仓 |
| — | CROSS CTRY HEALTHCARE INC | $554.33万 | 0.01% | 589,713 | 589,713 | — | $554.33万 | 新建仓 |
| — | RAMACO RES INC | $556.09万 | 0.01% | 545,183 | 78,057 | 16.7% | $79.62万 | 加仓 |
| AVBH | AVIDBANK HLDGS INC | $562.42万 | 0.01% | 197,340 | 43,840 | 28.6% | $124.94万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $573.82万 | 0.01% | 221,552 | -230,000 | -50.9% | -$595.70万 | 减仓 |
| INTT | INTEST CORP | $578.90万 | 0.01% | 424,102 | 51,400 | 13.8% | $70.16万 | 加仓 |
| IDA | IDACORP INC | $594.37万 | 0.01% | 41,573 | -49,739 | -54.5% | -$711.12万 | 减仓 |
| RDN | RADIAN GROUP INC | $594.78万 | 0.01% | 179,801 | -75,887 | -29.7% | -$251.03万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $603.25万 | 0.01% | 635,000 | 0 | 0.0% | — | 不变 |
| TTAM | TITAN AMER SA | $611.29万 | 0.01% | 408,072 | 24,000 | 6.2% | $35.95万 | 加仓 |
| CYRX | CRYOPORT INC | $616.74万 | 0.01% | 744,849 | 432,788 | 138.7% | $358.35万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $628.15万 | 0.01% | 229,000 | 92,500 | 67.8% | $253.73万 | 加仓 |
| NTGR | NETGEAR INC | $631.06万 | 0.01% | 288,945 | 102,168 | 54.7% | $223.13万 | 加仓 |
| — | INSEEGO CORP | $634.78万 | 0.01% | 570,849 | 135,000 | 31.0% | $150.12万 | 加仓 |
| OLN | OLIN CORP | $635.48万 | 0.01% | 213,752 | 213,752 | — | $635.48万 | 新建仓 |
| NTCT | NETSCOUT SYS INC | $635.81万 | 0.01% | 200,002 | -11,500 | -5.4% | -$36.56万 | 减仓 |
| JOUT | JOHNSON OUTDOORS INC | $645.97万 | 0.01% | 138,888 | 0 | 0.0% | — | 不变 |
| IPI | INTREPID POTASH INC | $646.90万 | 0.01% | 151,251 | -97,923 | -39.3% | -$418.82万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $654.80万 | 0.01% | 24,662 | -1,902 | -7.2% | -$50.50万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $656.43万 | 0.01% | 126,602 | -1,144 | -0.9% | -$5.93万 | 减仓 |
| AVNW | AVIAT NETWORKS INC | $658.30万 | 0.01% | 291,156 | -77,000 | -20.9% | -$174.10万 | 减仓 |
| INFU | INFUSYSTEM HLDGS INC | $665.83万 | 0.01% | 721,371 | -30,000 | -4.0% | -$27.69万 | 减仓 |
| SKT | TANGER INC | $670.85万 | 0.01% | 197,425 | 17,656 | 9.8% | $60.00万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $671.04万 | 0.01% | 264,500 | 29,500 | 12.6% | $74.84万 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $671.22万 | 0.01% | 184,148 | -13,000 | -6.6% | -$47.39万 | 减仓 |
| CVLG | COVENANT LOGISTICS GROUP INC | $673.74万 | 0.01% | 248,154 | 248,154 | — | $673.74万 | 新建仓 |
| AIR | AAR CORP | $700.46万 | 0.01% | 63,992 | 2,373 | 3.9% | $25.97万 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC | $705.32万 | 0.01% | 77,988 | 28,592 | 57.9% | $258.59万 | 加仓 |
| AMBQ | AMBIQ MICRO INC | $709.12万 | 0.01% | 279,073 | 89,350 | 47.1% | $227.04万 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $712.65万 | 0.01% | 1,383,795 | 9,449 | 0.7% | $4.87万 | 加仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $714.39万 | 0.01% | 2,524,336 | 725,000 | 40.3% | $205.18万 | 加仓 |
| PEP | PEPSICO INC | $721.43万 | 0.01% | 46,457 | 1,977 | 4.4% | $30.70万 | 加仓 |
| MEC | MAYVILLE ENGR CO INC | $725.31万 | 0.01% | 404,075 | 46,000 | 12.8% | $82.57万 | 加仓 |
| PUMP | PROPETRO HLDG CORP | $746.20万 | 0.01% | 517,833 | 30,500 | 6.3% | $43.95万 | 加仓 |
| ATRC | ATRICURE INC | $747.89万 | 0.01% | 262,143 | 145,534 | 124.8% | $415.21万 | 加仓 |
| VITL | VITAL FARMS INC | $751.13万 | 0.01% | 531,960 | 201,781 | 61.1% | $284.91万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $757.94万 | 0.01% | 696,637 | 20,500 | 3.0% | $22.30万 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $762.92万 | 0.01% | 342,731 | 72,139 | 26.7% | $160.58万 | 加仓 |
| — | SEACOR MARINE HLDGS INC | $766.47万 | 0.01% | 1,070,489 | -40,678 | -3.7% | -$29.13万 | 减仓 |
| STC | STEWART INFORMATION SVCS COR | $773.56万 | 0.01% | 125,618 | 3,839 | 3.2% | $23.64万 | 加仓 |
| FN | FABRINET | $792.61万 | 0.01% | 15,198 | -13,475 | -47.0% | -$702.75万 | 减仓 |
| TALO | TALOS ENERGY INC | $794.15万 | 0.01% | 503,900 | 503,900 | — | $794.15万 | 新建仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $797.36万 | 0.01% | 575,293 | 27,500 | 5.0% | $38.12万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $805.58万 | 0.01% | 63,000 | -623 | -1.0% | -$7.97万 | 减仓 |
| SIBN | SI BONE INC | $806.98万 | 0.01% | 638,941 | 101,480 | 18.9% | $128.17万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $808.06万 | 0.01% | 147,591 | 16,000 | 12.2% | $87.60万 | 加仓 |
| FLS | FLOWSERVE CORP | $821.54万 | 0.01% | 111,759 | 29,705 | 36.2% | $218.36万 | 加仓 |
| FOR | FORESTAR GROUP INC | $830.71万 | 0.01% | 339,898 | -155,871 | -31.4% | -$380.95万 | 减仓 |
| DGII | DIGI INTL INC | $837.28万 | 0.01% | 173,709 | 4,300 | 2.5% | $20.73万 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $844.34万 | 0.01% | 260,438 | 86,000 | 49.3% | $278.81万 | 加仓 |
| MUR | MURPHY OIL CORP | $849.75万 | 0.01% | 206,000 | -63,000 | -23.4% | -$259.88万 | 减仓 |
| IIIV | I3 VERTICALS INC | $854.46万 | 0.01% | 382,137 | 382,137 | — | $854.46万 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $857.63万 | 0.01% | 399,826 | 16,620 | 4.3% | $35.65万 | 加仓 |
| GSM | FERROGLOBE PLC | $858.31万 | 0.01% | 2,083,272 | 20,000 | 1.0% | $8.24万 | 加仓 |
| PXED | PHOENIX ED PARTNERS INC | $867.70万 | 0.01% | 275,810 | 95,661 | 53.1% | $300.95万 | 加仓 |
| NX | QUANEX BLDG PRODS CORP | $869.29万 | 0.01% | 483,744 | 4,057 | 0.8% | $7.29万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $875.54万 | 0.01% | 224,039 | 71,872 | 47.2% | $280.88万 | 加仓 |
| — | SIMULATIONS PLUS INC | $877.13万 | 0.01% | 742,069 | 284,914 | 62.3% | $336.77万 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $880.26万 | 0.01% | 474,535 | -86,500 | -15.4% | -$160.46万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $881.45万 | 0.01% | 42,983 | 36,308 | 543.9% | $744.57万 | 加仓 |
| HSTM | HEALTHSTREAM INC | $881.62万 | 0.01% | 425,698 | 12,000 | 2.9% | $24.85万 | 加仓 |
| FVR | FRONTVIEW REIT INC | $892.81万 | 0.02% | 577,126 | 178,000 | 44.6% | $275.37万 | 加仓 |
| BKH | BLACK HILLS CORP | $893.79万 | 0.02% | 128,770 | 2,100 | 1.7% | $14.58万 | 加仓 |
| UTZ | UTZ BRANDS INC | $894.76万 | 0.02% | 1,129,750 | 243,500 | 27.5% | $192.85万 | 加仓 |
| HL | HECLA MINING COMPANY | $908.21万 | 0.02% | 487,500 | -759,213 | -60.9% | -$1,414.41万 | 减仓 |
| HZO | MARINEMAX INC | $909.36万 | 0.02% | 336,052 | 59,617 | 21.6% | $161.32万 | 加仓 |
| DCOM | DIME CMNTY BANCSHARES INC | $910.30万 | 0.02% | 269,160 | 7,308 | 2.8% | $24.72万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $920.29万 | 0.02% | 90,749 | 11,500 | 14.5% | $116.62万 | 加仓 |
| TKR | TIMKEN CO | $923.71万 | 0.02% | 91,847 | 4,644 | 5.3% | $46.70万 | 加仓 |
| OGS | ONE GAS INC | $923.86万 | 0.02% | 107,264 | 3,200 | 3.1% | $27.56万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $932.17万 | 0.02% | 800,837 | 370,500 | 86.1% | $431.26万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $935.93万 | 0.02% | 100,551 | -35,767 | -26.2% | -$332.92万 | 减仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $947.29万 | 0.02% | 2,266,243 | 136,693 | 6.4% | $57.14万 | 加仓 |
| SONO | SONOS INC | $950.07万 | 0.02% | 709,004 | 462,598 | 187.7% | $619.88万 | 加仓 |
| DORM | DORMAN PRODS INC | $953.25万 | 0.02% | 91,342 | 18,000 | 24.5% | $187.85万 | 加仓 |
| MATV | MATIV HOLDINGS INC | $955.95万 | 0.02% | 1,098,792 | 45,000 | 4.3% | $39.15万 | 加仓 |
| CENX | CENTURY ALUM CO | $957.16万 | 0.02% | 163,087 | -138,525 | -45.9% | -$813.00万 | 减仓 |
| ASYS | AMTECH SYS INC | $972.31万 | 0.02% | 832,453 | 98,107 | 13.4% | $114.59万 | 加仓 |
| MTRX | MATRIX SVC CO | $976.73万 | 0.02% | 850,809 | 210,726 | 32.9% | $241.91万 | 加仓 |
| MTW | MANITOWOC CO INC | $985.81万 | 0.02% | 846,185 | 17,816 | 2.2% | $20.76万 | 加仓 |
| HRI | HERC HLDGS INC | $985.87万 | 0.02% | 99,033 | 99,033 | — | $985.87万 | 新建仓 |
| CHEF | CHEFS WHSE INC | $995.62万 | 0.02% | 167,472 | 4,599 | 2.8% | $27.34万 | 加仓 |
| CDNA | CAREDX INC | $998.83万 | 0.02% | 575,365 | 28,643 | 5.2% | $49.72万 | 加仓 |
| CDE | COEUR MNG INC | $1,005.94万 | 0.02% | 535,930 | -695,676 | -56.5% | -$1,305.78万 | 减仓 |
| SKY | CHAMPION HOMES INC | $1,012.70万 | 0.02% | 136,171 | 13,347 | 10.9% | $99.26万 | 加仓 |
| HUN | HUNTSMAN CORP | $1,025.05万 | 0.02% | 770,135 | 770,135 | — | $1,025.05万 | 新建仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $1,025.87万 | 0.02% | 1,610,466 | 114,000 | 7.6% | $72.62万 | 加仓 |
| NMIH | NMI HLDGS INC | $1,026.11万 | 0.02% | 273,557 | 298 | 0.1% | $1.12万 | 加仓 |
| CBT | CABOT CORP | $1,029.11万 | 0.02% | 136,650 | 136,650 | — | $1,029.11万 | 新建仓 |
| HLIT | HARMONIC INC | $1,060.43万 | 0.02% | 1,180,876 | 331,000 | 38.9% | $297.24万 | 加仓 |
| DY | DYCOM INDS INC | $1,063.62万 | 0.02% | 31,392 | -6,400 | -16.9% | -$216.84万 | 减仓 |
| ORI | OLD REP INTL CORP | $1,067.78万 | 0.02% | 267,614 | -13,048 | -4.6% | -$52.06万 | 减仓 |
| AIN | ALBANY INTL CORP | $1,069.41万 | 0.02% | 204,829 | 73,000 | 55.4% | $381.13万 | 加仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $1,083.85万 | 0.02% | 287,188 | -8,051 | -2.7% | -$30.38万 | 减仓 |
| LAD | LITHIA MTRS INC | $1,091.28万 | 0.02% | 43,700 | 42,056 | 2,558.2% | $1,050.22万 | 重新持有 |
| UMH | UMH PPTYS INC | $1,103.78万 | 0.02% | 764,919 | 48,500 | 6.8% | $69.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,104.12万 | 0.02% | 40,804 | 1,736 | 4.4% | $46.97万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,105.58万 | 0.02% | 17,000 | 17,000 | — | $1,105.58万 | 新建仓 |
| PWP | PERELLA WEINBERG PARTNERS | $1,116.94万 | 0.02% | 615,057 | 31,209 | 5.3% | $56.68万 | 加仓 |