Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
First Eagle Investment Management
First Eagle Investment Management Portfolio: Aktien und Depot im Überblick
Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot von First Eagle Investment Management 425 Positionen mit einem Gesamtwert von $60,8 Mrd.
Wertentwicklung1 Jahr+26,06 %3 Jahre+89,03 %5 Jahre+111,00 %
Die größten Positionen im Depot sind Alphabet (GOOG, 4,3 %), Becton Dickinson (BDX, 3,4 %) und Meta Platforms (META, 3,0 %). Zusammen machen sie 10,7 % des Depots aus.
Was hat First Eagle Investment Management im 2. Quartal 2026 gekauft und verkauft?
Laut 13F-Meldung hat First Eagle Investment Management im 2. Quartal 2026 41 Positionen neu gekauft, 258 aufgestockt, 101 reduziert und 37 komplett verkauft.
Größte Käufe
- Booking HoldingsBKNGneu gekauft≈ $876 Mio.
- Automatic Data Processing InADPaufgestockt um 81,6 %≈ $520 Mio.
- Warrior Met CoalHCCneu gekauft≈ $315 Mio.
Größte Verkäufe
- Texas InstrsTXNreduziert um 98,6 %≈ $1,1 Mrd.
- Expeditors International WashEXPDreduziert um 66,0 %≈ $640 Mio.
- C H Robinson Worldwide InCHRWreduziert um 36,4 %≈ $393 Mio.
Prozentangaben: Veränderung der Stückzahl der jeweiligen Position gegenüber dem Vorquartal (kein Kursgewinn). Dollarwerte geschätzt mit dem Kurs zum Quartalsende. Sortiert nach Wert.
First Eagle Investment Management
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $60,8 Mrd.
Größte Position Alphabet Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +26,06 %
Gesamtrendite · 3 Jahre +89,03 %
Gesamtrendite · 5 Jahre +111,00 %
425 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 FLOCFlowco Hldgs Inc | 0,03% | $16.614.577 | 778.565 | BUY Q2 · 2026+36,9% · 210 Tsd. Stk. | ← | – | |
 FLYWFlywire Corporation | 0,03% | $20.269.402 | 1.153.637 | BUY Q2 · 2026+44,1% · 353 Tsd. Stk. | ← | – | |
 FORMFormfactor Inc | 0,03% | $16.974.490 | 106.137 | SOLD Q2 · 2026-41,0% · 74 Tsd. Stk. | ← | $85,24 | |
N/A FULFuller H B Co | 0,03% | $19.780.304 | 339.343 | BUY Q2 · 2026+48,5% · 111 Tsd. Stk. | ← | $49,86 | |
 GLNGGolar Lng Ltd | 0,03% | $17.958.448 | 360.322 | BUY Q2 · 2026+29,9% · 83 Tsd. Stk. | ← | – | |
N/A GFFGriffon Corp | 0,03% | $16.595.412 | 170.157 | NEW Q2 · 2026170 Tsd. Stk. | ← | – | |
 HSTMHealthstream Inc | 0,03% | $16.129.221 | 591.898 | BUY Q2 · 2026+39,0% · 166 Tsd. Stk. | ← | – | |
 HDHome Depot Inc | 0,03% | $18.613.039 | 52.776 | BUY Q2 · 2026+3,8% · 2 Tsd. Stk. | ← | $343,47 | |
 IIIVI3 Verticals Inc | 0,03% | $15.443.472 | 723.009 | BUY Q2 · 2026+89,2% · 341 Tsd. Stk. | ← | – | |
N/A IIINInsteel Inds Inc | 0,03% | $15.445.911 | 511.454 | BUY Q2 · 2026+34,3% · 131 Tsd. Stk. | ← | – | |
 LFSTLifestance Health Group Inc | 0,03% | $16.739.366 | 1.562.966 | SOLD Q2 · 2026-2,9% · 48 Tsd. Stk. | ← | – | |
 LADLithia Mtrs Inc | 0,03% | $19.165.368 | 65.976 | BUY Q2 · 2026+51,0% · 22 Tsd. Stk. | ← | $308,77 | |
 LXULsb Inds Inc | 0,03% | $15.338.309 | 1.418.900 | BUY Q2 · 2026+30,8% · 334 Tsd. Stk. | ← | $10,60 | |
N/A MURMurphy Oil Corp | 0,03% | $16.195.344 | 497.400 | BUY Q2 · 2026+141,5% · 291 Tsd. Stk. | ← | – | |
 NVGSNavigator Hldgs Ltd | 0,03% | $19.204.158 | 1.030.819 | BUY Q2 · 2026+32,1% · 250 Tsd. Stk. | ← | – | |
 OISOil Sts Intl Inc | 0,03% | $16.065.473 | 2.005.677 | SOLD Q2 · 2026-1,9% · 38 Tsd. Stk. | ← | – | |
N/A PKOHPark-Ohio Hldgs Corp | 0,03% | $18.373.217 | 477.847 | SOLD Q2 · 2026-0,7% · 3 Tsd. Stk. | ← | – | |
 PNTGPennant Group Inc | 0,03% | $21.079.975 | 570.500 | BUY Q2 · 2026+32,4% · 140 Tsd. Stk. | ← | – | |
 STNGScorpio Tankers Inc | 0,03% | $15.841.009 | 228.718 | SOLD Q2 · 2026-2,7% · 6 Tsd. Stk. | ← | – | |
 SLPSimulations Plus Inc | 0,03% | $19.602.356 | 1.070.582 | BUY Q2 · 2026+44,3% · 329 Tsd. Stk. | ← | – | |
 KRESpdr Series Trust | 0,03% | $17.707.190 | 236.569 | BUY Q2 · 2026+34,3% · 60 Tsd. Stk. | ← | – | |
 MSTRStrategy Inc | 0,03% | $17.236.000 | 20.000.000 | – | – | $128,93 | |
N/A TMHC*Taylor Morrison Home Corp | 0,03% | $16.328.096 | 227.601 | SOLD Q2 · 2026-5,2% · 13 Tsd. Stk. | ← | – | |
 TXNTexas Instrs Inc | 0,03% | $15.638.028 | 52.464 | SOLD Q2 · 2026-98,6% · 3,6 Mio. Stk. | ← | $277,36 | |
N/A TKRTimken Co | 0,03% | $20.678.600 | 142.297 | BUY Q2 · 2026+54,9% · 50 Tsd. Stk. | ← | $102,03 | |
 TITNTitan Machy Inc | 0,03% | $16.619.307 | 786.899 | SOLD Q2 · 2026-1,8% · 14 Tsd. Stk. | ← | – | |
N/A TRNSTranscat Inc | 0,03% | $16.113.871 | 173.697 | BUY Q2 · 2026+13,5% · 21 Tsd. Stk. | ← | – | |
N/A TRNTrinity Inds Inc | 0,03% | $16.021.571 | 463.319 | BUY Q2 · 2026+11,5% · 48 Tsd. Stk. | ← | – | |
 UNHUnitedhealth Group Inc | 0,03% | $17.607.749 | 42.364 | BUY Q2 · 2026+3,8% · 2 Tsd. Stk. | ← | $394,15 | |
 VLYValley Natl Bancorp | 0,03% | $16.378.700 | 1.118.000 | BUY Q2 · 2026+15,1% · 147 Tsd. Stk. | ← | – | |
 WCCWesco Intl Inc | 0,03% | $18.220.742 | 52.748 | BUY Q2 · 2026+3,1% · 2 Tsd. Stk. | ← | $292,68 | |
 AIRAar Corp | 0,02% | $11.585.763 | 81.059 | BUY Q2 · 2026+26,7% · 17 Tsd. Stk. | ← | $109,21 | |
 ACNAccenture Plc Ireland | 0,02% | $14.757.588 | 118.592 | BUY Q2 · 2026+31,4% · 28 Tsd. Stk. | ← | $260,50 | |
 ARLOArlo Technologies Inc | 0,02% | $10.139.656 | 752.200 | BUY Q2 · 2026+713,2% · 660 Tsd. Stk. | ← | – | |
N/A AVBHAvidbank Hldgs Inc | 0,02% | $9.381.841 | 284.040 | BUY Q2 · 2026+43,9% · 87 Tsd. Stk. | ← | – | |
 ACLSAxcelis Technologies Inc | 0,02% | $13.626.191 | 71.925 | SOLD Q2 · 2026-28,5% · 29 Tsd. Stk. | ← | – | |
N/A BKHBlack Hills Corp | 0,02% | $13.242.456 | 177.990 | BUY Q2 · 2026+38,2% · 49 Tsd. Stk. | ← | $84,87 | |
 BCCBoise Cascade Co Del | 0,02% | $14.998.737 | 193.208 | BUY Q2 · 2026+13,4% · 23 Tsd. Stk. | ← | $70,24 | |
 BRZEBraze Inc | 0,02% | $13.226.866 | 609.814 | BUY Q2 · 2026+284,7% · 451 Tsd. Stk. | ← | $45,79 | |
 CENTACentral Garden & Pet Co | 0,02% | $11.240.896 | 289.938 | BUY Q2 · 2026+11,3% · 30 Tsd. Stk. | ← | – | |
 CEVACeva Inc | 0,02% | $9.861.958 | 209.117 | NEW Q2 · 2026209 Tsd. Stk. | – | – | |
 CAKECheesecake Factory Inc | 0,02% | $10.625.828 | 133.591 | SOLD Q2 · 2026-9,5% · 14 Tsd. Stk. | ← | $106,76 | |
 COLBColumbia Bkg Sys Inc | 0,02% | $12.326.430 | 384.600 | BUY Q2 · 2026+67,9% · 156 Tsd. Stk. | ← | $30,48 | |
N/A N/ACross Ctry Healthcare Inc | 0,02% | $9.871.582 | 747.281 | BUY Q2 · 2026+26,7% · 158 Tsd. Stk. | ← | – | |
 CTOSCustom Truck One Source Inc | 0,02% | $10.177.303 | 861.753 | BUY Q2 · 2026+12,5% · 96 Tsd. Stk. | ← | – | |
 DCOMDime Coml Bancshares Inc | 0,02% | $13.481.979 | 331.660 | BUY Q2 · 2026+23,2% · 63 Tsd. Stk. | ← | – | |
 DINDine Brands Global Inc | 0,02% | $10.637.995 | 296.323 | NEW Q2 · 2026296 Tsd. Stk. | ← | – | |
 DVDoubleverify Hldgs Inc | 0,02% | $12.574.400 | 1.160.000 | BUY Q2 · 2026+82,7% · 525 Tsd. Stk. | ← | – | |
 DYDycom Inds Inc | 0,02% | $14.175.227 | 28.037 | SOLD Q2 · 2026-10,7% · 3 Tsd. Stk. | ← | – | |
 ENSGEnsign Group Inc | 0,02% | $10.355.380 | 64.600 | BUY Q2 · 2026+5.080,4% · 63 Tsd. Stk. | ← | – |
