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 |
|---|---|---|---|---|---|---|---|---|
| ATEC | ALPHATEC HLDGS INC | $1,724.18万 | 0.01% | 1,993,274 | 1,296,637 | 186.1% | $1,121.59万 | 加仓 |
| RDN | RADIAN GROUP INC | $1,731.32万 | 0.01% | 459,602 | 279,801 | 155.6% | $1,054.01万 | 加仓 |
| CDRE | CADRE HLDGS INC | $1,747.42万 | 0.01% | 612,916 | 612,916 | — | $1,747.42万 | 新建仓 |
| WRBY | WARBY PARKER INC | $1,747.58万 | 0.01% | 576,000 | 440,910 | 326.4% | $1,337.72万 | 加仓 |
| NX | QUANEX BLDG PRODS CORP | $1,765.96万 | 0.01% | 948,422 | 464,678 | 96.1% | $865.23万 | 加仓 |
| BBCP | CONCRETE PUMPING HLDGS INC | $1,774.97万 | 0.01% | 1,473,002 | 817,001 | 124.5% | $984.49万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $1,806.56万 | 0.01% | 1,702,694 | -13,425,239 | -88.7% | -$1.42亿 | 减仓 |
| LYTS | LSI INDS INC OHIO | $1,811.82万 | 0.02% | 681,648 | 396,226 | 138.8% | $1,053.17万 | 加仓 |
| AVBH | AVIDBANK HLDGS INC | $1,876.37万 | 0.02% | 568,080 | 370,740 | 187.9% | $1,224.55万 | 加仓 |
| PSN | PARSONS CORP DEL | $1,878.25万 | 0.02% | 358,514 | 358,514 | — | $1,878.25万 | 新建仓 |
| MG | MISTRAS GROUP INC | $1,935.17万 | 0.02% | 1,107,710 | 826,178 | 293.5% | $1,443.33万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1,963.08万 | 0.02% | 745,000 | 480,500 | 181.7% | $1,266.12万 | 加仓 |
| GO | GROCERY OUTLET HLDG CORP | $1,968.07万 | 0.02% | 1,972,012 | 1,972,012 | — | $1,968.07万 | 新建仓 |
| CEVA | CEVA INC | $1,972.39万 | 0.02% | 418,234 | 418,234 | — | $1,972.39万 | 新建仓 |
| — | CROSS CTRY HEALTHCARE INC | $1,974.32万 | 0.02% | 1,494,562 | 904,849 | 153.4% | $1,195.31万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $2,027.93万 | 0.02% | 1,504,400 | 1,411,900 | 1,526.4% | $1,903.24万 | 加仓 |
| UTZ | UTZ BRANDS INC | $2,030.88万 | 0.02% | 2,637,500 | 1,507,750 | 133.5% | $1,160.97万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $2,033.19万 | 0.02% | 425,800 | -134,000 | -23.9% | -$639.85万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $2,035.46万 | 0.02% | 1,723,506 | 957,684 | 125.1% | $1,131.02万 | 加仓 |
| SKT | TANGER INC | $2,062.90万 | 0.02% | 522,650 | 325,225 | 164.7% | $1,283.66万 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $2,068.76万 | 0.02% | 138,000 | 65,500 | 90.3% | $981.91万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $2,071.08万 | 0.02% | 129,200 | 127,953 | 10,260.9% | $2,051.09万 | 加仓 |
| VSEC | VSE CORP | $2,075.79万 | 0.02% | 90,844 | 71,922 | 380.1% | $1,643.42万 | 加仓 |
| IPI | INTREPID POTASH INC | $2,121.20万 | 0.02% | 647,102 | 495,851 | 327.8% | $1,625.40万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $2,125.17万 | 0.02% | 267,182 | 119,591 | 81.0% | $951.23万 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $2,127.60万 | 0.02% | 592,646 | 592,646 | — | $2,127.60万 | 新建仓 |
| ITRI | ITRON INC | $2,163.03万 | 0.02% | 249,974 | 249,974 | — | $2,163.03万 | 新建仓 |
| NTCT | NETSCOUT SYS INC | $2,163.58万 | 0.02% | 496,804 | 296,802 | 148.4% | $1,292.57万 | 加仓 |
| STVN | STEVANATO GROUP S P A | $2,209.19万 | 0.02% | 1,222,572 | 1,065,072 | 676.2% | $1,924.59万 | 加仓 |
| PUMP | PROPETRO HLDG CORP | $2,225.09万 | 0.02% | 1,551,666 | 1,033,833 | 199.6% | $1,482.52万 | 加仓 |
| INTT | INTEST CORP | $2,226.20万 | 0.02% | 1,225,204 | 801,102 | 188.9% | $1,455.60万 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $2,248.18万 | 0.02% | 579,876 | 319,438 | 122.7% | $1,238.46万 | 加仓 |
| ORI | OLD REP INTL CORP | $2,273.34万 | 0.02% | 555,558 | 287,944 | 107.6% | $1,178.27万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $2,281.57万 | 0.02% | 104,324 | 79,662 | 323.0% | $1,742.21万 | 加仓 |
| QXO | QXO INC | $2,290.96万 | 0.02% | 1,325,788 | 1,102,604 | 494.0% | $1,905.30万 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $2,294.23万 | 0.02% | 1,442,004 | 1,168,183 | 426.6% | $1,858.58万 | 加仓 |
| FN | FABRINET | $2,313.07万 | 0.02% | 41,152 | 25,954 | 170.8% | $1,458.82万 | 加仓 |
| AIR | AAR CORP | $2,317.15万 | 0.02% | 162,118 | 98,126 | 153.3% | $1,402.51万 | 加仓 |
| HUN | HUNTSMAN CORP | $2,323.69万 | 0.02% | 2,188,034 | 1,417,899 | 184.1% | $1,505.81万 | 加仓 |
| TNC | TENNANT CO | $2,326.06万 | 0.02% | 265,714 | 233,658 | 728.9% | $2,045.44万 | 加仓 |
| NMIH | NMI HLDGS INC | $2,373.93万 | 0.02% | 577,738 | 304,181 | 111.2% | $1,249.88万 | 加仓 |
| QTRX | QUANTERIX CORP | $2,378.73万 | 0.02% | 5,506,330 | 4,206,243 | 323.5% | $1,817.10万 | 加仓 |
| SKY | CHAMPION HOMES INC | $2,389.44万 | 0.02% | 271,158 | 134,987 | 99.1% | $1,189.51万 | 加仓 |
| RDNT | RADNET INC | $2,405.57万 | 0.02% | 390,072 | 295,936 | 314.4% | $1,825.04万 | 加仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $2,439.60万 | 0.02% | 4,629,228 | 2,362,985 | 104.3% | $1,245.29万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $2,444.70万 | 0.02% | 168,600 | 105,600 | 167.6% | $1,531.20万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $2,465.29万 | 0.02% | 769,200 | 540,200 | 235.9% | $1,731.34万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $2,465.66万 | 0.02% | 697,500 | 269,190 | 62.8% | $951.59万 | 加仓 |
| OGS | ONE GAS INC | $2,478.02万 | 0.02% | 321,528 | 214,264 | 199.8% | $1,651.33万 | 加仓 |
| SIBN | SI BONE INC | $2,509.82万 | 0.02% | 1,537,882 | 898,941 | 140.7% | $1,467.07万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $2,514.88万 | 0.02% | 2,320,000 | 1,685,000 | 265.4% | $1,826.54万 | 加仓 |
| UMH | UMH PPTYS INC | $2,522.99万 | 0.02% | 1,666,438 | 901,519 | 117.9% | $1,364.90万 | 加仓 |
| MGNI | MAGNITE INC | $2,546.31万 | 0.02% | 1,341,576 | 891,288 | 197.9% | $1,691.66万 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $2,549.74万 | 0.02% | 5,495,124 | 2,969,562 | 117.6% | $1,377.88万 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $2,571.91万 | 0.02% | 1,030,000 | 1,030,000 | — | $2,571.91万 | 新建仓 |
| FLS | FLOWSERVE CORP | $2,631.33万 | 0.02% | 354,818 | 243,059 | 217.5% | $1,802.53万 | 加仓 |
| FVR | FRONTVIEW REIT INC | $2,633.24万 | 0.02% | 1,301,652 | 724,526 | 125.5% | $1,465.72万 | 加仓 |
| — | WHITESTONE REIT | $2,643.93万 | 0.02% | 1,394,480 | 652,365 | 87.9% | $1,236.88万 | 加仓 |
| BRZE | BRAZE INC | $2,645.37万 | 0.02% | 1,219,628 | 1,061,128 | 669.5% | $2,301.59万 | 加仓 |
| BKH | BLACK HILLS CORP | $2,648.49万 | 0.02% | 355,980 | 227,210 | 176.4% | $1,690.44万 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $2,691.95万 | 0.02% | 1,096,070 | 621,535 | 131.0% | $1,526.49万 | 加仓 |
| DCOM | DIME COML BANCSHARES INC | $2,696.40万 | 0.02% | 663,320 | 394,160 | 146.4% | $1,602.26万 | 加仓 |
| MTRX | MATRIX SVC CO | $2,713.19万 | 0.02% | 1,980,434 | 1,129,625 | 132.8% | $1,547.59万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $2,725.24万 | 0.02% | 143,850 | 43,299 | 43.1% | $820.30万 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC | $2,726.52万 | 0.02% | 298,698 | 220,710 | 283.0% | $2,014.64万 | 加仓 |
| PXED | PHOENIX ED PARTNERS INC | $2,729.90万 | 0.02% | 831,020 | 555,210 | 201.3% | $1,823.86万 | 加仓 |
| MEC | MAYVILLE ENGR CO INC | $2,768.86万 | 0.02% | 739,150 | 335,075 | 82.9% | $1,255.19万 | 加仓 |
| HZO | MARINEMAX INC | $2,771.78万 | 0.02% | 756,904 | 420,852 | 125.2% | $1,541.16万 | 加仓 |
| SYNA | SYNAPTICS INC | $2,798.80万 | 0.02% | 225,292 | 225,292 | — | $2,798.80万 | 新建仓 |
| OUT | OUTFRONT MEDIA INC | $2,804.49万 | 0.02% | 856,070 | 313,535 | 57.8% | $1,027.14万 | 加仓 |
| DY | DYCOM INDS INC | $2,835.05万 | 0.02% | 56,074 | 24,682 | 78.6% | $1,247.90万 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $2,840.80万 | 0.02% | 861,892 | 677,744 | 368.0% | $2,233.84万 | 加仓 |
| NTGR | NETGEAR INC | $2,854.51万 | 0.02% | 1,222,490 | 933,545 | 323.1% | $2,179.83万 | 加仓 |
| SONO | SONOS INC | $2,857.34万 | 0.02% | 2,111,852 | 1,402,848 | 197.9% | $1,898.05万 | 加仓 |
| PWP | PERELLA WEINBERG PARTNERS | $2,876.60万 | 0.02% | 1,802,378 | 1,187,321 | 193.0% | $1,894.96万 | 加仓 |
| LRN | STRIDE INC | $2,894.20万 | 0.02% | 335,598 | 331,330 | 7,763.1% | $2,857.39万 | 加仓 |
| TALO | TALOS ENERGY INC | $2,910.69万 | 0.02% | 2,254,600 | 1,750,700 | 347.4% | $2,260.15万 | 加仓 |
| MTW | MANITOWOC CO INC | $2,944.09万 | 0.02% | 2,119,578 | 1,273,393 | 150.5% | $1,768.74万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $2,947.95万 | 0.02% | 411,726 | 215,693 | 110.0% | $1,544.36万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,951.52万 | 0.02% | 237,184 | 146,940 | 162.8% | $1,828.52万 | 加仓 |
| TRS | TRIMAS CORP | $2,985.99万 | 0.02% | 663,112 | 345,106 | 108.5% | $1,554.01万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $2,996.68万 | 0.02% | 638,678 | 414,639 | 185.1% | $1,945.49万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $2,999.75万 | 0.02% | 386,416 | 216,108 | 126.9% | $1,677.65万 | 加仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $2,999.83万 | 0.02% | 695,370 | 408,182 | 142.1% | $1,760.90万 | 加仓 |
| — | GATES INDL CORP PLC | $3,002.86万 | 0.02% | 1,073,600 | 990,100 | 1,185.7% | $2,769.31万 | 加仓 |
| DGII | DIGI INTL INC | $3,046.85万 | 0.03% | 406,518 | 232,809 | 134.0% | $1,744.90万 | 加仓 |
| LXU | LSB INDS INC | $3,067.66万 | 0.03% | 2,837,800 | 1,752,800 | 161.5% | $1,894.78万 | 加仓 |
| IIIV | I3 VERTICALS INC | $3,088.69万 | 0.03% | 1,446,018 | 1,063,881 | 278.4% | $2,272.45万 | 加仓 |
| IIIN | INSTEEL INDS INC | $3,089.18万 | 0.03% | 1,022,908 | 641,954 | 168.5% | $1,938.70万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3,127.61万 | 0.03% | 104,928 | -3,569,325 | -97.1% | -$10.64亿 | 减仓 |
| ATRO | ASTRONICS CORP | $3,132.18万 | 0.03% | 385,452 | 193,126 | 100.4% | $1,569.34万 | 加仓 |
| AXGN | AXOGEN INC | $3,150.87万 | 0.03% | 682,154 | 327,564 | 92.4% | $1,513.02万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $3,168.20万 | 0.03% | 457,436 | 222,368 | 94.6% | $1,540.12万 | 加仓 |
| CVLG | COVENANT LOGISTICS GROUP INC | $3,171.52万 | 0.03% | 717,864 | 469,710 | 189.3% | $2,075.18万 | 加仓 |
| TRN | TRINITY INDS INC | $3,204.31万 | 0.03% | 926,638 | 511,019 | 123.0% | $1,767.10万 | 加仓 |
| OIS | OIL STS INTL INC | $3,213.09万 | 0.03% | 4,011,354 | 1,967,645 | 96.3% | $1,576.08万 | 加仓 |
| TRNS | TRANSCAT INC | $3,222.77万 | 0.03% | 347,394 | 194,347 | 127.0% | $1,802.96万 | 加仓 |
| HSTM | HEALTHSTREAM INC | $3,225.84万 | 0.03% | 1,183,796 | 758,098 | 178.1% | $2,065.82万 | 加仓 |
| MUR | MURPHY OIL CORP | $3,239.07万 | 0.03% | 994,800 | 788,800 | 382.9% | $2,568.33万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $3,265.08万 | 0.03% | 303,898 | 213,149 | 234.9% | $2,290.07万 | 加仓 |