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 |
|---|---|---|---|---|---|---|---|---|
| — | TAYLOR MORRISON HOME CORP | $3,265.62万 | 0.03% | 455,202 | 215,048 | 89.5% | $1,542.75万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $3,275.74万 | 0.03% | 2,236,000 | 1,264,500 | 130.2% | $1,852.49万 | 加仓 |
| GFF | GRIFFON CORP | $3,319.08万 | 0.03% | 340,314 | 340,314 | — | $3,319.08万 | 新建仓 |
| FLOC | FLOWCO HLDGS INC | $3,322.92万 | 0.03% | 1,557,130 | 988,265 | 173.7% | $2,108.96万 | 加仓 |
| ASTE | ASTEC INDS INC | $3,323.84万 | 0.03% | 543,200 | 282,950 | 108.7% | $1,731.37万 | 加仓 |
| TITN | TITAN MACHY INC | $3,323.86万 | 0.03% | 1,573,798 | 772,599 | 96.4% | $1,631.73万 | 加仓 |
| CENX | CENTURY ALUM CO | $3,334.44万 | 0.03% | 724,720 | 561,633 | 344.4% | $2,584.07万 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $3,347.87万 | 0.03% | 3,125,932 | 1,515,466 | 94.1% | $1,623.06万 | 加仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $3,377.75万 | 0.03% | 1,991,598 | 1,416,305 | 246.2% | $2,402.05万 | 加仓 |
| FORM | FORMFACTOR INC | $3,394.90万 | 0.03% | 212,274 | 32,426 | 18.0% | $518.59万 | 加仓 |
| CDNA | CAREDX INC | $3,411.43万 | 0.03% | 1,196,994 | 621,629 | 108.0% | $1,771.64万 | 加仓 |
| — | STRATEGY INC | $3,447.20万 | 0.03% | 40,000,000 | 20,000,000 | 100.0% | $1,723.60万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $3,470.85万 | 0.03% | 2,497,014 | 1,128,307 | 82.4% | $1,568.35万 | 加仓 |
| BDC | BELDEN INC | $3,487.20万 | 0.03% | 290,818 | 188,252 | 183.5% | $2,257.33万 | 加仓 |
| CHEF | CHEFS WHSE INC | $3,488.80万 | 0.03% | 363,038 | 195,566 | 116.8% | $1,879.39万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $3,501.03万 | 0.03% | 733,200 | 676,700 | 1,197.7% | $3,231.24万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,521.55万 | 0.03% | 84,728 | 43,924 | 107.6% | $1,825.61万 | 加仓 |
| ABM | ABM INDS INC | $3,539.95万 | 0.03% | 800,170 | 507,195 | 173.1% | $2,243.83万 | 加仓 |
| KRE | SPDR SERIES TRUST | $3,541.44万 | 0.03% | 473,138 | 297,019 | 168.6% | $2,223.19万 | 加仓 |
| GLNG | GOLAR LNG LTD | $3,591.69万 | 0.03% | 720,644 | 443,172 | 159.7% | $2,208.77万 | 加仓 |
| WCC | WESCO INTL INC | $3,644.15万 | 0.03% | 105,496 | 54,338 | 106.2% | $1,877.00万 | 加仓 |
| PKOH | PARK-OHIO HLDGS CORP | $3,674.64万 | 0.03% | 955,694 | 474,447 | 98.6% | $1,824.25万 | 加仓 |
| — | ARCOSA INC | $3,714.77万 | 0.03% | 255,680 | 129,044 | 101.9% | $1,874.88万 | 加仓 |
| HD | HOME DEPOT INC | $3,722.61万 | 0.03% | 105,552 | 54,717 | 107.6% | $1,929.76万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $3,773.80万 | 0.03% | 1,165,832 | 816,292 | 233.5% | $2,642.34万 | 加仓 |
| CBT | CABOT CORP | $3,786.29万 | 0.03% | 416,900 | 280,250 | 205.1% | $2,545.23万 | 加仓 |
| LAD | LITHIA MTRS INC | $3,833.07万 | 0.03% | 131,952 | 88,252 | 201.9% | $2,563.63万 | 加仓 |
| NVGS | NAVIGATOR HLDGS LTD | $3,840.83万 | 0.03% | 2,061,638 | 1,281,019 | 164.1% | $2,386.54万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $3,855.95万 | 0.03% | 1,296,118 | 896,292 | 224.2% | $2,666.47万 | 加仓 |
| LPG | DORIAN LPG LTD | $3,891.36万 | 0.03% | 1,118,850 | 723,925 | 183.3% | $2,517.81万 | 加仓 |
| ASYS | AMTECH SYS INC | $3,916.33万 | 0.03% | 1,696,852 | 864,399 | 103.8% | $1,995.03万 | 加仓 |
| — | SIMULATIONS PLUS INC | $3,920.47万 | 0.03% | 2,141,164 | 1,399,095 | 188.5% | $2,561.74万 | 加仓 |
| FUL | FULLER H B CO | $3,956.06万 | 0.03% | 678,686 | 450,099 | 196.9% | $2,623.63万 | 加仓 |
| CYRX | CRYOPORT INC | $3,992.27万 | 0.03% | 2,542,848 | 1,797,999 | 241.4% | $2,822.86万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $4,053.88万 | 0.03% | 2,307,274 | 1,506,437 | 188.1% | $2,646.81万 | 加仓 |
| AIN | ALBANY INTL CORP | $4,054.72万 | 0.03% | 544,258 | 339,429 | 165.7% | $2,528.75万 | 加仓 |
| AMRC | AMERESCO INC | $4,134.93万 | 0.03% | 1,498,162 | 942,828 | 169.8% | $2,602.21万 | 加仓 |
| TKR | TIMKEN CO | $4,135.72万 | 0.03% | 284,594 | 192,747 | 209.9% | $2,801.00万 | 加仓 |
| AX | AXOS FINANCIAL INC | $4,154.89万 | 0.03% | 426,624 | 262,012 | 159.2% | $2,551.73万 | 加仓 |
| PNTG | PENNANT GROUP INC | $4,215.99万 | 0.03% | 1,141,000 | 710,000 | 164.7% | $2,623.45万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $4,306.31万 | 0.04% | 1,295,130 | 790,065 | 156.4% | $2,626.97万 | 加仓 |
| AMBQ | AMBIQ MICRO INC | $4,316.00万 | 0.04% | 488,788 | 209,715 | 75.1% | $1,851.78万 | 加仓 |
| DORM | DORMAN PRODS INC | $4,329.34万 | 0.04% | 317,284 | 225,942 | 247.4% | $3,082.98万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $4,397.09万 | 0.04% | 700,732 | 415,186 | 145.4% | $2,605.29万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $4,428.93万 | 0.04% | 219,678 | 113,878 | 107.6% | $2,295.89万 | 加仓 |
| HRI | HERC HLDGS INC | $4,452.69万 | 0.04% | 310,638 | 211,605 | 213.7% | $3,033.15万 | 加仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $4,581.77万 | 0.04% | 7,342,574 | 4,818,238 | 190.9% | $3,006.58万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $4,590.64万 | 0.04% | 583,606 | 351,696 | 151.7% | $2,766.44万 | 加仓 |
| CAE | CAE INC | $4,598.92万 | 0.04% | 1,838,626 | 903,590 | 96.6% | $2,260.13万 | 加仓 |
| HLIT | HARMONIC INC | $4,723.07万 | 0.04% | 2,892,266 | 1,711,390 | 144.9% | $2,794.70万 | 加仓 |
| GHM | GRAHAM CORP | $4,805.85万 | 0.04% | 388,226 | 172,713 | 80.1% | $2,138.01万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $4,808.08万 | 0.04% | 2,145,508 | 1,314,054 | 158.0% | $2,944.79万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $4,877.79万 | 0.04% | 1,140,470 | 668,335 | 141.6% | $2,858.47万 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $4,924.06万 | 0.04% | 2,758,578 | 1,535,108 | 125.5% | $2,740.17万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $4,958.44万 | 0.04% | 578,244 | 345,972 | 149.0% | $2,966.71万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $4,978.40万 | 0.04% | 548,644 | 306,133 | 126.2% | $2,777.85万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $5,112.65万 | 0.04% | 1,973,996 | 1,277,212 | 183.3% | $3,307.98万 | 加仓 |
| KWR | QUAKER HOUGHTON | $5,178.34万 | 0.04% | 325,948 | 231,410 | 244.8% | $3,676.41万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $5,416.25万 | 0.04% | 276,862 | 166,101 | 150.0% | $3,249.43万 | 加仓 |
| PLXS | PLEXUS CORP | $5,536.96万 | 0.05% | 184,154 | 116,613 | 172.7% | $3,506.20万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $5,778.08万 | 0.05% | 7,072,312 | 3,760,002 | 113.5% | $3,071.92万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $5,863.82万 | 0.05% | 255,126 | 191,283 | 299.6% | $4,396.45万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $5,887.91万 | 0.05% | 314,828 | 90,357 | 40.3% | $1,689.86万 | 加仓 |
| ABCB | AMERIS BANCORP | $5,937.83万 | 0.05% | 657,858 | 410,387 | 165.8% | $3,704.15万 | 加仓 |
| — | WELLS FARGO & CO | $5,956.47万 | 0.05% | 51,482 | 25,741 | 100.0% | $2,978.23万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $6,001.76万 | 0.05% | 158,588 | 115,605 | 269.0% | $4,375.07万 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $6,142.99万 | 0.05% | 1,231,060 | 545,830 | 79.7% | $2,723.69万 | 加仓 |
| ROG | ROGERS CORP | $6,165.02万 | 0.05% | 376,536 | 244,718 | 185.6% | $4,006.77万 | 加仓 |
| DCO | DUCOMMUN INC DEL | $6,533.32万 | 0.05% | 352,752 | 198,976 | 129.4% | $3,685.23万 | 加仓 |
| RELX | RELX PLC | $6,592.98万 | 0.05% | 2,081,772 | 1,279,636 | 159.5% | $4,052.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,767.90万 | 0.06% | 135,252 | 77,649 | 134.8% | $3,885.49万 | 加仓 |
| NPO | ENPRO INC | $6,794.54万 | 0.06% | 180,260 | 110,405 | 158.0% | $4,161.50万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $6,826.13万 | 0.06% | 183,070 | 101,252 | 123.8% | $3,775.38万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $6,925.92万 | 0.06% | 701,928 | 405,359 | 136.7% | $3,999.68万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $7,032.01万 | 0.06% | 927,706 | 536,325 | 137.0% | $4,065.34万 | 加仓 |
| MTRN | MATERION CORP | $7,095.73万 | 0.06% | 238,600 | 136,650 | 134.0% | $4,063.83万 | 加仓 |
| HNGE | HINGE HEALTH INC | $7,140.36万 | 0.06% | 860,284 | 523,342 | 155.3% | $4,343.74万 | 加仓 |
| BTG | B2GOLD CORP | $7,271.86万 | 0.06% | 19,405,368 | 9,702,684 | 100.0% | $3,635.93万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $7,402.52万 | 0.06% | 4,600,694 | 2,735,110 | 146.6% | $4,400.79万 | 加仓 |
| — | BANK OF AMER CORP | $7,436.93万 | 0.06% | 59,282 | 29,641 | 100.0% | $3,718.46万 | 加仓 |
| HLN | HALEON PLC | $7,883.58万 | 0.07% | 8,449,712 | 4,417,069 | 109.5% | $4,121.13万 | 加仓 |
| COHU | COHU INC | $8,108.41万 | 0.07% | 1,097,066 | 622,998 | 131.4% | $4,604.58万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $8,164.05万 | 0.07% | 14,003,514 | 6,599,361 | 89.1% | $3,847.43万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $8,345.70万 | 0.07% | 785,478 | 392,739 | 100.0% | $4,172.85万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $8,382.38万 | 0.07% | 251,474 | 83,035 | 49.3% | $2,767.81万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $8,779.19万 | 0.07% | 1,632,426 | 568,854 | 53.5% | $3,059.30万 | 加仓 |
| DEO | DIAGEO PLC | $8,908.59万 | 0.07% | 1,108,310 | 949,116 | 596.2% | $7,628.99万 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $8,937.60万 | 0.07% | 14,970,858 | 5,797,929 | 63.2% | $3,461.36万 | 加仓 |
| — | ORLA MNG LTD NEW | $9,316.20万 | 0.08% | 9,535,652 | 4,767,826 | 100.0% | $4,658.10万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $9,922.27万 | 0.08% | 695,860 | 261,760 | 60.3% | $3,732.44万 | 加仓 |
| UL | UNILEVER PLC | $1.01亿 | 0.08% | 1,685,014 | 879,074 | 109.1% | $5,284.99万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.44亿 | 0.12% | 3,916,072 | 1,974,591 | 101.7% | $7,258.60万 | 加仓 |
| SHEL | SHELL PLC | $1.66亿 | 0.14% | 2,146,530 | 1,089,509 | 103.1% | $8,448.05万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1.97亿 | 0.16% | 2,154,310 | 790,900 | 58.0% | $7,247.81万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $2.12亿 | 0.18% | 3,437,704 | 1,769,182 | 106.0% | $1.09亿 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $2.17亿 | 0.18% | 4,834,778 | 2,417,389 | 100.0% | $1.08亿 | 加仓 |
| GFI | GOLD FIELDS LTD | $2.38亿 | 0.20% | 7,071,608 | 3,535,804 | 100.0% | $1.19亿 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $2.41亿 | 0.20% | 2,981,358 | 1,490,679 | 100.0% | $1.21亿 | 加仓 |
| KGC | KINROSS GOLD CORP | $3.03亿 | 0.25% | 12,829,986 | 5,688,993 | 79.7% | $1.34亿 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3.13亿 | 0.26% | 1,318,108 | 684,799 | 108.1% | $1.63亿 | 加仓 |