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 |
|---|---|---|---|---|---|---|---|---|
| ONTO | ONTO INNOVATION INC | $6,001.76万 | 0.05% | 158,588 | 115,605 | 269.0% | $4,375.07万 | 加仓 |
| — | WELLS FARGO & CO | $5,956.47万 | 0.05% | 51,482 | 25,741 | 100.0% | $2,978.23万 | 加仓 |
| ABCB | AMERIS BANCORP | $5,937.83万 | 0.05% | 657,858 | 410,387 | 165.8% | $3,704.15万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $5,887.91万 | 0.05% | 314,828 | 90,357 | 40.3% | $1,689.86万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $5,863.82万 | 0.05% | 255,126 | 191,283 | 299.6% | $4,396.45万 | 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 |
| PLXS | PLEXUS CORP | $5,536.96万 | 0.05% | 184,154 | 116,613 | 172.7% | $3,506.20万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $5,416.25万 | 0.04% | 276,862 | 166,101 | 150.0% | $3,249.43万 | 加仓 |
| KWR | QUAKER HOUGHTON | $5,178.34万 | 0.04% | 325,948 | 231,410 | 244.8% | $3,676.41万 | 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 |
| CECO | CECO ENVIRONMENTAL CORP | $4,978.40万 | 0.04% | 548,644 | 306,133 | 126.2% | $2,777.85万 | 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 |
| MAMA | MAMAS CREATIONS INC | $4,924.06万 | 0.04% | 2,758,578 | 1,535,108 | 125.5% | $2,740.17万 | 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 |
| RELY | REMITLY GLOBAL INC | $4,808.08万 | 0.04% | 2,145,508 | 1,314,054 | 158.0% | $2,944.79万 | 加仓 |
| GHM | GRAHAM CORP | $4,805.85万 | 0.04% | 388,226 | 172,713 | 80.1% | $2,138.01万 | 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 |
| CAE | CAE INC | $4,598.92万 | 0.04% | 1,838,626 | 903,590 | 96.6% | $2,260.13万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $4,590.64万 | 0.04% | 583,606 | 351,696 | 151.7% | $2,766.44万 | 加仓 |
| 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 |
| HRI | HERC HLDGS INC | $4,452.69万 | 0.04% | 310,638 | 211,605 | 213.7% | $3,033.15万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $4,428.93万 | 0.04% | 219,678 | 113,878 | 107.6% | $2,295.89万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $4,397.09万 | 0.04% | 700,732 | 415,186 | 145.4% | $2,605.29万 | 加仓 |
| DORM | DORMAN PRODS INC | $4,329.34万 | 0.04% | 317,284 | 225,942 | 247.4% | $3,082.98万 | 加仓 |
| AMBQ | AMBIQ MICRO INC | $4,316.00万 | 0.04% | 488,788 | 209,715 | 75.1% | $1,851.78万 | 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 |
| PNTG | PENNANT GROUP INC | $4,215.99万 | 0.03% | 1,141,000 | 710,000 | 164.7% | $2,623.45万 | 加仓 |
| AX | AXOS FINANCIAL INC | $4,154.89万 | 0.03% | 426,624 | 262,012 | 159.2% | $2,551.73万 | 加仓 |
| TKR | TIMKEN CO | $4,135.72万 | 0.03% | 284,594 | 192,747 | 209.9% | $2,801.00万 | 加仓 |
| AMRC | AMERESCO INC | $4,134.93万 | 0.03% | 1,498,162 | 942,828 | 169.8% | $2,602.21万 | 加仓 |
| AIN | ALBANY INTL CORP | $4,054.72万 | 0.03% | 544,258 | 339,429 | 165.7% | $2,528.75万 | 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 |
| CYRX | CRYOPORT INC | $3,992.27万 | 0.03% | 2,542,848 | 1,797,999 | 241.4% | $2,822.86万 | 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 |
| — | SIMULATIONS PLUS INC | $3,920.47万 | 0.03% | 2,141,164 | 1,399,095 | 188.5% | $2,561.74万 | 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 |
| LPG | DORIAN LPG LTD | $3,891.36万 | 0.03% | 1,118,850 | 723,925 | 183.3% | $2,517.81万 | 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 |
| NVGS | NAVIGATOR HLDGS LTD | $3,840.83万 | 0.03% | 2,061,638 | 1,281,019 | 164.1% | $2,386.54万 | 加仓 |
| LAD | LITHIA MTRS INC | $3,833.07万 | 0.03% | 131,952 | 88,252 | 201.9% | $2,563.63万 | 加仓 |
| CBT | CABOT CORP | $3,786.29万 | 0.03% | 416,900 | 280,250 | 205.1% | $2,545.23万 | 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 |
| HD | HOME DEPOT INC | $3,722.61万 | 0.03% | 105,552 | 54,717 | 107.6% | $1,929.76万 | 加仓 |
| — | ARCOSA INC | $3,714.77万 | 0.03% | 255,680 | 129,044 | 101.9% | $1,874.88万 | 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 |
| WCC | WESCO INTL INC | $3,644.15万 | 0.03% | 105,496 | 54,338 | 106.2% | $1,877.00万 | 加仓 |
| GLNG | GOLAR LNG LTD | $3,591.69万 | 0.03% | 720,644 | 443,172 | 159.7% | $2,208.77万 | 加仓 |
| KRE | SPDR SERIES TRUST | $3,541.44万 | 0.03% | 473,138 | 297,019 | 168.6% | $2,223.19万 | 加仓 |
| ABM | ABM INDS INC | $3,539.95万 | 0.03% | 800,170 | 507,195 | 173.1% | $2,243.83万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,521.55万 | 0.03% | 84,728 | 43,924 | 107.6% | $1,825.61万 | 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 |
| CHEF | CHEFS WHSE INC | $3,488.80万 | 0.03% | 363,038 | 195,566 | 116.8% | $1,879.39万 | 加仓 |
| BDC | BELDEN INC | $3,487.20万 | 0.03% | 290,818 | 188,252 | 183.5% | $2,257.33万 | 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 |
| — | STRATEGY INC | $3,447.20万 | 0.03% | 40,000,000 | 20,000,000 | 100.0% | $1,723.60万 | 加仓 |
| CDNA | CAREDX INC | $3,411.43万 | 0.03% | 1,196,994 | 621,629 | 108.0% | $1,771.64万 | 加仓 |
| FORM | FORMFACTOR INC | $3,394.90万 | 0.03% | 212,274 | 32,426 | 18.0% | $518.59万 | 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 |
| 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 |
| CENX | CENTURY ALUM CO | $3,334.44万 | 0.03% | 724,720 | 561,633 | 344.4% | $2,584.07万 | 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 |
| ASTE | ASTEC INDS INC | $3,323.84万 | 0.03% | 543,200 | 282,950 | 108.7% | $1,731.37万 | 加仓 |
| FLOC | FLOWCO HLDGS INC | $3,322.92万 | 0.03% | 1,557,130 | 988,265 | 173.7% | $2,108.96万 | 加仓 |
| GFF | GRIFFON CORP | $3,319.08万 | 0.03% | 340,314 | 340,314 | — | $3,319.08万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $3,275.74万 | 0.03% | 2,236,000 | 1,264,500 | 130.2% | $1,852.49万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $3,265.62万 | 0.03% | 455,202 | 215,048 | 89.5% | $1,542.75万 | 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 |
| MUR | MURPHY OIL CORP | $3,239.07万 | 0.03% | 994,800 | 788,800 | 382.9% | $2,568.33万 | 加仓 |
| HSTM | HEALTHSTREAM INC | $3,225.84万 | 0.03% | 1,183,796 | 758,098 | 178.1% | $2,065.82万 | 加仓 |
| TRNS | TRANSCAT INC | $3,222.77万 | 0.03% | 347,394 | 194,347 | 127.0% | $1,802.96万 | 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 |
| TRN | TRINITY INDS INC | $3,204.31万 | 0.03% | 926,638 | 511,019 | 123.0% | $1,767.10万 | 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 |
| STNG | SCORPIO TANKERS INC | $3,168.20万 | 0.03% | 457,436 | 222,368 | 94.6% | $1,540.12万 | 加仓 |
| AXGN | AXOGEN INC | $3,150.87万 | 0.03% | 682,154 | 327,564 | 92.4% | $1,513.02万 | 加仓 |
| ATRO | ASTRONICS CORP | $3,132.18万 | 0.03% | 385,452 | 193,126 | 100.4% | $1,569.34万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3,127.61万 | 0.03% | 104,928 | -3,569,325 | -97.1% | -$10.64亿 | 减仓 |
| IIIN | INSTEEL INDS INC | $3,089.18万 | 0.03% | 1,022,908 | 641,954 | 168.5% | $1,938.70万 | 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 |
| LXU | LSB INDS INC | $3,067.66万 | 0.03% | 2,837,800 | 1,752,800 | 161.5% | $1,894.78万 | 加仓 |
| DGII | DIGI INTL INC | $3,046.85万 | 0.03% | 406,518 | 232,809 | 134.0% | $1,744.90万 | 加仓 |
| — | GATES INDL CORP PLC | $3,002.86万 | 0.02% | 1,073,600 | 990,100 | 1,185.7% | $2,769.31万 | 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 |
| BCC | BOISE CASCADE CO DEL | $2,999.75万 | 0.02% | 386,416 | 216,108 | 126.9% | $1,677.65万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $2,996.68万 | 0.02% | 638,678 | 414,639 | 185.1% | $1,945.49万 | 加仓 |
| TRS | TRIMAS CORP | $2,985.99万 | 0.02% | 663,112 | 345,106 | 108.5% | $1,554.01万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,951.52万 | 0.02% | 237,184 | 146,940 | 162.8% | $1,828.52万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $2,947.95万 | 0.02% | 411,726 | 215,693 | 110.0% | $1,544.36万 | 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 |
| TALO | TALOS ENERGY INC | $2,910.69万 | 0.02% | 2,254,600 | 1,750,700 | 347.4% | $2,260.15万 | 加仓 |
| LRN | STRIDE INC | $2,894.20万 | 0.02% | 335,598 | 331,330 | 7,763.1% | $2,857.39万 | 加仓 |
| PWP | PERELLA WEINBERG PARTNERS | $2,876.60万 | 0.02% | 1,802,378 | 1,187,321 | 193.0% | $1,894.96万 | 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 |
| NTGR | NETGEAR INC | $2,854.51万 | 0.02% | 1,222,490 | 933,545 | 323.1% | $2,179.83万 | 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 |
| DY | DYCOM INDS INC | $2,835.05万 | 0.02% | 56,074 | 24,682 | 78.6% | $1,247.90万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $2,804.49万 | 0.02% | 856,070 | 313,535 | 57.8% | $1,027.14万 | 加仓 |
| SYNA | SYNAPTICS INC | $2,798.80万 | 0.02% | 225,292 | 225,292 | — | $2,798.80万 | 新建仓 |
| HZO | MARINEMAX INC | $2,771.78万 | 0.02% | 756,904 | 420,852 | 125.2% | $1,541.16万 | 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 |