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 |
|---|---|---|---|---|---|---|---|---|
| UTZ | UTZ BRANDS INC | $894.76万 | 0.02% | 1,129,750 | 243,500 | 27.5% | $192.85万 | 加仓 |
| BKH | BLACK HILLS CORP | $893.79万 | 0.02% | 128,770 | 2,100 | 1.7% | $14.58万 | 加仓 |
| FVR | FRONTVIEW REIT INC | $892.81万 | 0.02% | 577,126 | 178,000 | 44.6% | $275.37万 | 加仓 |
| HSTM | HEALTHSTREAM INC | $881.62万 | 0.01% | 425,698 | 12,000 | 2.9% | $24.85万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $881.45万 | 0.01% | 42,983 | 36,308 | 543.9% | $744.57万 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $880.26万 | 0.01% | 474,535 | -86,500 | -15.4% | -$160.46万 | 减仓 |
| — | SIMULATIONS PLUS INC | $877.13万 | 0.01% | 742,069 | 284,914 | 62.3% | $336.77万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $875.54万 | 0.01% | 224,039 | 71,872 | 47.2% | $280.88万 | 加仓 |
| NX | QUANEX BLDG PRODS CORP | $869.29万 | 0.01% | 483,744 | 4,057 | 0.8% | $7.29万 | 加仓 |
| PXED | PHOENIX ED PARTNERS INC | $867.70万 | 0.01% | 275,810 | 95,661 | 53.1% | $300.95万 | 加仓 |
| GSM | FERROGLOBE PLC | $858.31万 | 0.01% | 2,083,272 | 20,000 | 1.0% | $8.24万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $857.63万 | 0.01% | 399,826 | 16,620 | 4.3% | $35.65万 | 加仓 |
| IIIV | I3 VERTICALS INC | $854.46万 | 0.01% | 382,137 | 382,137 | — | $854.46万 | 新建仓 |
| MUR | MURPHY OIL CORP | $849.75万 | 0.01% | 206,000 | -63,000 | -23.4% | -$259.88万 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $844.34万 | 0.01% | 260,438 | 86,000 | 49.3% | $278.81万 | 加仓 |
| DGII | DIGI INTL INC | $837.28万 | 0.01% | 173,709 | 4,300 | 2.5% | $20.73万 | 加仓 |
| FOR | FORESTAR GROUP INC | $830.71万 | 0.01% | 339,898 | -155,871 | -31.4% | -$380.95万 | 减仓 |
| FLS | FLOWSERVE CORP | $821.54万 | 0.01% | 111,759 | 29,705 | 36.2% | $218.36万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $808.06万 | 0.01% | 147,591 | 16,000 | 12.2% | $87.60万 | 加仓 |
| SIBN | SI BONE INC | $806.98万 | 0.01% | 638,941 | 101,480 | 18.9% | $128.17万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $805.58万 | 0.01% | 63,000 | -623 | -1.0% | -$7.97万 | 减仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $797.36万 | 0.01% | 575,293 | 27,500 | 5.0% | $38.12万 | 加仓 |
| TALO | TALOS ENERGY INC | $794.15万 | 0.01% | 503,900 | 503,900 | — | $794.15万 | 新建仓 |
| FN | FABRINET | $792.61万 | 0.01% | 15,198 | -13,475 | -47.0% | -$702.75万 | 减仓 |
| STC | STEWART INFORMATION SVCS COR | $773.56万 | 0.01% | 125,618 | 3,839 | 3.2% | $23.64万 | 加仓 |
| — | SEACOR MARINE HLDGS INC | $766.47万 | 0.01% | 1,070,489 | -40,678 | -3.7% | -$29.13万 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $762.92万 | 0.01% | 342,731 | 72,139 | 26.7% | $160.58万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $757.94万 | 0.01% | 696,637 | 20,500 | 3.0% | $22.30万 | 加仓 |
| VITL | VITAL FARMS INC | $751.13万 | 0.01% | 531,960 | 201,781 | 61.1% | $284.91万 | 加仓 |
| ATRC | ATRICURE INC | $747.89万 | 0.01% | 262,143 | 145,534 | 124.8% | $415.21万 | 加仓 |
| PUMP | PROPETRO HLDG CORP | $746.20万 | 0.01% | 517,833 | 30,500 | 6.3% | $43.95万 | 加仓 |
| MEC | MAYVILLE ENGR CO INC | $725.31万 | 0.01% | 404,075 | 46,000 | 12.8% | $82.57万 | 加仓 |
| PEP | PEPSICO INC | $721.43万 | 0.01% | 46,457 | 1,977 | 4.4% | $30.70万 | 加仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $714.39万 | 0.01% | 2,524,336 | 725,000 | 40.3% | $205.18万 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $712.65万 | 0.01% | 1,383,795 | 9,449 | 0.7% | $4.87万 | 加仓 |
| AMBQ | AMBIQ MICRO INC | $709.12万 | 0.01% | 279,073 | 89,350 | 47.1% | $227.04万 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC | $705.32万 | 0.01% | 77,988 | 28,592 | 57.9% | $258.59万 | 加仓 |
| AIR | AAR CORP | $700.46万 | 0.01% | 63,992 | 2,373 | 3.9% | $25.97万 | 加仓 |
| CVLG | COVENANT LOGISTICS GROUP INC | $673.74万 | 0.01% | 248,154 | 248,154 | — | $673.74万 | 新建仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $671.22万 | 0.01% | 184,148 | -13,000 | -6.6% | -$47.39万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $671.04万 | 0.01% | 264,500 | 29,500 | 12.6% | $74.84万 | 加仓 |
| SKT | TANGER INC | $670.85万 | 0.01% | 197,425 | 17,656 | 9.8% | $60.00万 | 加仓 |
| INFU | INFUSYSTEM HLDGS INC | $665.83万 | 0.01% | 721,371 | -30,000 | -4.0% | -$27.69万 | 减仓 |
| AVNW | AVIAT NETWORKS INC | $658.30万 | 0.01% | 291,156 | -77,000 | -20.9% | -$174.10万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $656.43万 | 0.01% | 126,602 | -1,144 | -0.9% | -$5.93万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $654.80万 | 0.01% | 24,662 | -1,902 | -7.2% | -$50.50万 | 减仓 |
| IPI | INTREPID POTASH INC | $646.90万 | 0.01% | 151,251 | -97,923 | -39.3% | -$418.82万 | 减仓 |
| JOUT | JOHNSON OUTDOORS INC | $645.97万 | 0.01% | 138,888 | 0 | 0.0% | — | 不变 |
| NTCT | NETSCOUT SYS INC | $635.81万 | 0.01% | 200,002 | -11,500 | -5.4% | -$36.56万 | 减仓 |
| OLN | OLIN CORP | $635.48万 | 0.01% | 213,752 | 213,752 | — | $635.48万 | 新建仓 |
| — | INSEEGO CORP | $634.78万 | 0.01% | 570,849 | 135,000 | 31.0% | $150.12万 | 加仓 |
| NTGR | NETGEAR INC | $631.06万 | 0.01% | 288,945 | 102,168 | 54.7% | $223.13万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $628.15万 | 0.01% | 229,000 | 92,500 | 67.8% | $253.73万 | 加仓 |
| CYRX | CRYOPORT INC | $616.74万 | 0.01% | 744,849 | 432,788 | 138.7% | $358.35万 | 加仓 |
| TTAM | TITAN AMER SA | $611.29万 | 0.01% | 408,072 | 24,000 | 6.2% | $35.95万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $603.25万 | 0.01% | 635,000 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $594.78万 | 0.01% | 179,801 | -75,887 | -29.7% | -$251.03万 | 减仓 |
| IDA | IDACORP INC | $594.37万 | 0.01% | 41,573 | -49,739 | -54.5% | -$711.12万 | 减仓 |
| INTT | INTEST CORP | $578.90万 | 0.01% | 424,102 | 51,400 | 13.8% | $70.16万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $573.82万 | 0.01% | 221,552 | -230,000 | -50.9% | -$595.70万 | 减仓 |
| AVBH | AVIDBANK HLDGS INC | $562.42万 | 0.01% | 197,340 | 43,840 | 28.6% | $124.94万 | 加仓 |
| — | RAMACO RES INC | $556.09万 | 0.01% | 545,183 | 78,057 | 16.7% | $79.62万 | 加仓 |
| — | CROSS CTRY HEALTHCARE INC | $554.33万 | 0.01% | 589,713 | 589,713 | — | $554.33万 | 新建仓 |
| MGNI | MAGNITE INC | $534.94万 | 0.01% | 450,288 | 153,845 | 51.9% | $182.77万 | 加仓 |
| LYTS | LSI INDS INC OHIO | $530.88万 | 0.01% | 285,422 | 2,000 | 0.7% | $3.72万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $527.11万 | 0.01% | 349,540 | 349,540 | — | $527.11万 | 新建仓 |
| RDNT | RADNET INC | $526.13万 | 0.01% | 94,136 | 1,000 | 1.1% | $5.59万 | 加仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $520.57万 | 0.01% | 526,358 | -33,500 | -6.0% | -$33.13万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $503.14万 | 0.01% | 765,822 | -12,114 | -1.6% | -$7.96万 | 减仓 |
| ONEW | ONEWATER MARINE INC | $496.76万 | 0.01% | 525,668 | 217,181 | 70.4% | $205.24万 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $493.73万 | 0.01% | 766,667 | -15,000 | -1.9% | -$9.66万 | 减仓 |
| — | SMITH DOUGLAS HOMES CORP | $492.51万 | 0.01% | 384,774 | 6,000 | 1.6% | $7.68万 | 加仓 |
| MASS | 908 DEVICES INC | $491.81万 | 0.01% | 803,606 | 179,723 | 28.8% | $109.99万 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $487.81万 | 0.01% | 529,657 | 11,500 | 2.2% | $10.59万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $486.15万 | 0.01% | 334,581 | 191,663 | 134.1% | $278.49万 | 加仓 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $472.82万 | 0.01% | 367,097 | 7,747 | 2.2% | $9.98万 | 加仓 |
| BBCP | CONCRETE PUMPING HLDGS INC | $468.38万 | 0.01% | 656,001 | 116,312 | 21.6% | $83.05万 | 加仓 |
| TWI | TITAN INTL INC ILL | $463.41万 | 0.01% | 670,639 | 55,888 | 9.1% | $38.62万 | 加仓 |
| QTRX | QUANTERIX CORP | $457.63万 | 0.01% | 1,300,087 | 768,660 | 144.6% | $270.57万 | 加仓 |
| KMPR | KEMPER CORP | $455.96万 | 0.01% | 149,203 | 69,000 | 86.0% | $210.86万 | 加仓 |
| QXO | QXO INC | $433.42万 | 0.01% | 223,184 | -4,500 | -2.0% | -$8.74万 | 减仓 |
| MC | MOELIS & CO | $428.08万 | 0.01% | 75,101 | -4,200 | -5.3% | -$23.94万 | 减仓 |
| DNOW | DNOW INC | $421.33万 | 0.01% | 353,758 | 121,228 | 52.1% | $144.38万 | 加仓 |
| QNST | QUINSTREET INC | $420.20万 | 0.01% | 349,874 | 100,000 | 40.0% | $120.10万 | 加仓 |
| MG | MISTRAS GROUP INC | $416.10万 | 0.01% | 281,532 | 204,313 | 264.6% | $301.97万 | 加仓 |
| POWW | OUTDOOR HOLDING CO | $410.82万 | 0.01% | 2,043,870 | 142,500 | 7.5% | $28.64万 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $396.77万 | 0.01% | 273,821 | 8,500 | 3.2% | $12.32万 | 加仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $392.24万 | 0.01% | 730,437 | -34,154 | -4.5% | -$18.34万 | 减仓 |
| — | STRAWBERRY FIELDS REIT INC | $392.21万 | 0.01% | 329,589 | 4,000 | 1.2% | $4.76万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $388.53万 | 0.01% | 47,943 | 2,600 | 5.7% | $21.07万 | 加仓 |
| BRZE | BRAZE INC | $374.22万 | 0.01% | 158,500 | 158,500 | — | $374.22万 | 新建仓 |
| LXFR | LUXFER HLDGS PLC | $364.71万 | 0.01% | 299,430 | -153,626 | -33.9% | -$187.12万 | 减仓 |
| RLGT | RADIANT LOGISTICS INC | $364.14万 | 0.01% | 516,507 | 15,206 | 3.0% | $10.72万 | 加仓 |
| EVER | EVERQUOTE INC | $357.68万 | 0.01% | 231,957 | -20,000 | -7.9% | -$30.84万 | 减仓 |
| ROST | ROSS STORES INC | $351.14万 | 0.01% | 16,209 | -1,448,358 | -98.9% | -$3.14亿 | 减仓 |
| VSEC | VSE CORP | $348.92万 | 0.01% | 18,922 | -1,600 | -7.8% | -$29.50万 | 减仓 |
| — | TALKSPACE INC | $344.60万 | 0.01% | 665,884 | -1,540,246 | -69.8% | -$797.08万 | 减仓 |
| PGNY | PROGYNY INC | $333.85万 | 0.01% | 196,612 | -16,000 | -7.5% | -$27.17万 | 减仓 |
| — | DIANA SHIPPING INC | $316.15万 | 0.01% | 1,264,601 | 798,018 | 171.0% | $199.50万 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $314.80万 | 0.01% | 72,500 | -169,192 | -70.0% | -$734.63万 | 减仓 |