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 |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | $4,371 | 0.00% | 6 | 1 | 20.0% | $728 | 加仓 |
| VFC | V F CORP | $4,332 | 0.00% | 255 | 54 | 26.9% | $917 | 加仓 |
| JLL | JONES LANG LASALLE INC | $4,260 | 0.00% | 14 | 2 | 16.7% | $609 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,235 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $4,103 | 0.00% | 21 | -3 | -12.5% | -$586 | 减仓 |
| LOPE | GRAND CANYON ED INC | $4,081 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $4,061 | 0.00% | 25 | 3 | 13.6% | $487 | 加仓 |
| WPC | WP CAREY INC | $4,010 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $3,980 | 0.00% | 18 | 3 | 20.0% | $663 | 加仓 |
| MSA | MSA SAFETY INC | $3,935 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3,915 | 0.00% | 55 | 4 | 7.8% | $285 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $3,879 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $3,816 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $3,642 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $3,630 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $3,627 | 0.00% | 35 | 35 | — | $3,627 | 新建仓 |
| DASH | DOORDASH INC | $2,553 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $2,128 | 0.00% | 8 | -7 | -46.7% | -$1,862 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $1,805 | 0.00% | 6 | -4 | -40.0% | -$1,203 | 减仓 |
| — | ALTISOURCE PORTFOLIO SOLUTIO | $1,077 | 0.00% | 2,834 | 0 | 0.0% | — | 不变 |
| — | ALTISOURCE PORTFOLIO SOLUTIO | $567 | 0.00% | 2,834 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -227,302 | -100.0% | -$1,430.64万 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -412,253 | -100.0% | -$1,204.60万 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -366,671 | -100.0% | -$1,131.18万 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -84,300 | -100.0% | -$1,028.80万 | 清仓 |
| CUBI | CUSTOMERS BANCORP INC | $0 | 0.00% | 0 | -139,293 | -100.0% | -$1,018.51万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -133,063 | -100.0% | -$1,010.08万 | 清仓 |
| MHO | M/I HOMES INC | $0 | 0.00% | 0 | -60,100 | -100.0% | -$768.98万 | 清仓 |
| FIVN | FIVE9 INC | $0 | 0.00% | 0 | -363,000 | -100.0% | -$727.82万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -134,500 | -100.0% | -$594.09万 | 清仓 |
| THRY | THRYV HLDGS INC | $0 | 0.00% | 0 | -842,943 | -100.0% | -$509.98万 | 清仓 |
| SMWB | SIMILARWEB LTD | $0 | 0.00% | 0 | -645,647 | -100.0% | -$483.59万 | 清仓 |
| EMBC | EMBECTA CORP | $0 | 0.00% | 0 | -391,594 | -100.0% | -$465.21万 | 清仓 |
| — | TREACE MED CONCEPTS INC | $0 | 0.00% | 0 | -1,462,983 | -100.0% | -$358.43万 | 清仓 |
| MAC | MACERICH CO | $0 | 0.00% | 0 | -170,610 | -100.0% | -$314.95万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -43,522 | -100.0% | -$279.54万 | 清仓 |
| LAW | CS DISCO INC | $0 | 0.00% | 0 | -328,719 | -100.0% | -$255.09万 | 清仓 |
| SVCO | SILVACO GROUP INC | $0 | 0.00% | 0 | -627,211 | -100.0% | -$254.02万 | 清仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $0 | 0.00% | 0 | -862,528 | -100.0% | -$248.41万 | 清仓 |
| SANM | SANMINA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -803,533 | -100.0% | -$202.49万 | 清仓 |
| ASPN | ASPEN AEROGELS INC | $0 | 0.00% | 0 | -622,487 | -100.0% | -$176.16万 | 清仓 |
| CLW | CLEARWATER PAPER CORP | $0 | 0.00% | 0 | -82,609 | -100.0% | -$143.74万 | 清仓 |
| FEOE | RBB FUND TRUST | $0 | 0.00% | 0 | -27,780 | -100.0% | -$134.34万 | 清仓 |
| FEGE | RBB FUND TRUST | $0 | 0.00% | 0 | -27,635 | -100.0% | -$127.20万 | 清仓 |
| TIC | TIC SOLUTIONS INC | $0 | 0.00% | 0 | -90,000 | -100.0% | -$90.99万 | 清仓 |
| — | SMART SAND INC | $0 | 0.00% | 0 | -225,476 | -100.0% | -$90.19万 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -26,200 | -100.0% | -$69.59万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$65.09万 | 清仓 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -11,908 | -100.0% | -$60.08万 | 清仓 |
| WD | WALKER & DUNLOP INC | $0 | 0.00% | 0 | -9,792 | -100.0% | -$58.90万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -977 | -100.0% | -$47.44万 | 清仓 |
| — | KALTURA INC | $0 | 0.00% | 0 | -221,795 | -100.0% | -$36.37万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -4,503 | -100.0% | -$35.28万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -4,622 | -100.0% | -$27.08万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -31 | -100.0% | -$3,955 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -67 | -100.0% | -$3,913 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -30 | -100.0% | -$3,689 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -28 | -100.0% | -$3,642 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -25 | -100.0% | -$3,601 | 清仓 |
| TLT | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -700,000 | -100.0% | — | 清仓 |
| IWM | ISHARES TR 看涨期权 | $0 | 0.00% | 200,000 | 200,000 | — | — | 新建仓 |
| XRT | SPDR SERIES TRUST 看涨期权 | $0 | 0.00% | 300,000 | 300,000 | — | — | 新建仓 |
| LQD | ISHARES TR 看涨期权 | $0 | 0.00% | 600,000 | 600,000 | — | — | 新建仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 200,000 | 200,000 | — | — | 新建仓 |