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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 | |
|---|---|---|---|---|---|---|---|
 NVSTEnvista Holdings Corporation | 0,02% | $9.815.375 | 372.500 | BUY Q2 · 2026+40,8% · 108 Tsd. Stk. | ← | $25,17 | |
N/A FNFabrinet | 0,02% | $11.565.358 | 20.576 | BUY Q2 · 2026+35,4% · 5 Tsd. Stk. | ← | $327,13 | |
N/A FLSFlowserve Corp | 0,02% | $13.156.652 | 177.409 | BUY Q2 · 2026+58,7% · 66 Tsd. Stk. | ← | $80,37 | |
N/A FVRFrontview Reit Inc | 0,02% | $13.166.210 | 650.826 | BUY Q2 · 2026+12,8% · 74 Tsd. Stk. | ← | – | |
N/A FIPFtai Infrastructure Inc | 0,02% | $12.748.688 | 2.747.562 | BUY Q2 · 2026+8,8% · 222 Tsd. Stk. | ← | – | |
N/A N/AGates Indl Corp Plc | 0,02% | $15.014.296 | 536.800 | BUY Q2 · 2026+542,9% · 453 Tsd. Stk. | ← | – | |
 GOGrocery Outlet Hldg Corp | 0,02% | $9.840.340 | 986.006 | NEW Q2 · 2026986 Tsd. Stk. | ← | – | |
 HCSGHealthcare Svcs Group Inc | 0,02% | $13.459.740 | 548.035 | BUY Q2 · 2026+15,5% · 74 Tsd. Stk. | ← | – | |
 HUNHuntsman Corp | 0,02% | $11.618.461 | 1.094.017 | BUY Q2 · 2026+42,1% · 324 Tsd. Stk. | ← | $9,45 | |
 INTTIntest Corp | 0,02% | $11.130.978 | 612.602 | BUY Q2 · 2026+44,4% · 189 Tsd. Stk. | ← | – | |
 IPIIntrepid Potash Inc | 0,02% | $10.606.002 | 323.551 | BUY Q2 · 2026+113,9% · 172 Tsd. Stk. | ← | – | |
N/A ITRIItron Inc | 0,02% | $10.815.125 | 124.987 | NEW Q2 · 2026125 Tsd. Stk. | – | $98,44 | |
N/A JBTMJbt Marel Corporation | 0,02% | $12.223.500 | 84.300 | BUY Q2 · 2026+33,8% · 21 Tsd. Stk. | ← | $128,35 | |
 LNCLincoln Natl Corp Ind | 0,02% | $12.328.313 | 348.750 | SOLD Q2 · 2026-18,6% · 80 Tsd. Stk. | ← | $40,05 | |
 MGNIMagnite Inc | 0,02% | $12.731.556 | 670.788 | BUY Q2 · 2026+49,0% · 221 Tsd. Stk. | ← | – | |
 MTWManitowoc Co Inc | 0,02% | $14.720.469 | 1.059.789 | BUY Q2 · 2026+25,2% · 214 Tsd. Stk. | ← | – | |
 HZOMarinemax Inc | 0,02% | $13.858.912 | 378.452 | BUY Q2 · 2026+12,6% · 42 Tsd. Stk. | ← | – | |
 MTRXMatrix It Ltd | 0,02% | $13.565.973 | 990.217 | BUY Q2 · 2026+16,4% · 139 Tsd. Stk. | ← | – | |
 MECMayville Engr Co Inc | 0,02% | $13.844.280 | 369.575 | SOLD Q2 · 2026-8,5% · 35 Tsd. Stk. | ← | – | |
 MGMistras Group Inc | 0,02% | $9.675.847 | 553.855 | BUY Q2 · 2026+96,7% · 272 Tsd. Stk. | ← | – | |
N/A NGSNatural Gas Svcs Group Inc | 0,02% | $14.999.131 | 347.685 | BUY Q2 · 2026+21,1% · 60 Tsd. Stk. | ← | – | |
N/A NTGRNetgear Inc | 0,02% | $14.272.571 | 611.245 | BUY Q2 · 2026+111,5% · 322 Tsd. Stk. | ← | – | |
 NTCTNetscout Sys Inc | 0,02% | $10.817.907 | 248.402 | BUY Q2 · 2026+24,2% · 48 Tsd. Stk. | ← | – | |
 NMIHNmi Hldgs Inc | 0,02% | $11.869.627 | 288.869 | BUY Q2 · 2026+5,6% · 15 Tsd. Stk. | ← | $39,03 | |
N/A NPKINpk International Inc | 0,02% | $11.471.142 | 721.002 | BUY Q2 · 2026+163,3% · 447 Tsd. Stk. | ← | – | |
 ORIOld Rep Intl Corp | 0,02% | $11.366.717 | 277.779 | BUY Q2 · 2026+3,8% · 10 Tsd. Stk. | ← | – | |
 OGSOne Gas Inc | 0,02% | $12.390.081 | 160.764 | BUY Q2 · 2026+49,9% · 54 Tsd. Stk. | ← | – | |
N/A OSISOsi Systems Inc | 0,02% | $11.407.829 | 52.162 | BUY Q2 · 2026+111,5% · 28 Tsd. Stk. | ← | – | |
 OTISOtis Worldwide Corp | 0,02% | $14.739.775 | 205.863 | BUY Q2 · 2026+5,0% · 10 Tsd. Stk. | ← | – | |
 OUTOutfront Media Inc | 0,02% | $14.022.427 | 428.035 | SOLD Q2 · 2026-21,1% · 115 Tsd. Stk. | ← | $30,79 | |
 PSNParsons Corp Del | 0,02% | $9.391.274 | 179.257 | NEW Q2 · 2026179 Tsd. Stk. | – | – | |
 PWPPerella Weinberg Partners | 0,02% | $14.382.977 | 901.189 | BUY Q2 · 2026+46,5% · 286 Tsd. Stk. | ← | – | |
N/A PXEDPhoenix Ed Partners Inc | 0,02% | $13.649.504 | 415.510 | BUY Q2 · 2026+50,7% · 140 Tsd. Stk. | ← | – | |
 PUMPPropetro Hldg Corp | 0,02% | $11.125.445 | 775.833 | BUY Q2 · 2026+49,8% · 258 Tsd. Stk. | ← | – | |
 QTRXQuanterix Corp | 0,02% | $11.893.673 | 2.753.165 | BUY Q2 · 2026+111,8% · 1,5 Mio. Stk. | ← | – | |
N/A QXOQxo Inc | 0,02% | $11.454.808 | 662.894 | BUY Q2 · 2026+197,0% · 440 Tsd. Stk. | ← | $11,56 | |
N/A RDNTRadnet Inc | 0,02% | $12.027.870 | 195.036 | BUY Q2 · 2026+107,2% · 101 Tsd. Stk. | ← | $76,00 | |
 RRBIRed River Bancshares Inc | 0,02% | $13.632.577 | 149.349 | BUY Q2 · 2026+91,5% · 71 Tsd. Stk. | ← | – | |
N/A REPXRiley Exploration Permian In | 0,02% | $14.203.980 | 430.946 | BUY Q2 · 2026+134,0% · 247 Tsd. Stk. | ← | – | |
 SIBNSi-Bone Inc | 0,02% | $12.549.117 | 768.941 | BUY Q2 · 2026+20,3% · 130 Tsd. Stk. | ← | – | |
N/A SKYSkyline Champion Corporation | 0,02% | $11.947.221 | 135.579 | SOLD Q2 · 2026-0,4% · 592 Stk. | ← | $91,40 | |
N/A SMBKSmartfinancial Inc | 0,02% | $14.983.386 | 319.339 | BUY Q2 · 2026+42,5% · 95 Tsd. Stk. | ← | – | |
 SONOSonos Inc | 0,02% | $14.286.678 | 1.055.926 | BUY Q2 · 2026+48,9% · 347 Tsd. Stk. | ← | – | |
 SBLKStar Bulk Carriers Corp. | 0,02% | $12.859.550 | 515.000 | NEW Q2 · 2026515 Tsd. Stk. | – | – | |
 STVNStevanato Group S P A | 0,02% | $11.045.938 | 611.286 | BUY Q2 · 2026+288,1% · 454 Tsd. Stk. | ← | $13,57 | |
N/A SRTAStrata Critical Medical Inc | 0,02% | $12.198.016 | 2.314.614 | BUY Q2 · 2026+2,1% · 48 Tsd. Stk. | ← | $5,56 | |
 LRNStride Inc | 0,02% | $14.470.986 | 167.799 | BUY Q2 · 2026+3.831,6% · 164 Tsd. Stk. | ← | – | |
 SYNASynaptics Inc | 0,02% | $13.994.012 | 112.646 | NEW Q2 · 2026113 Tsd. Stk. | – | – | |
N/A TALOTalos Energy Inc | 0,02% | $14.553.443 | 1.127.300 | BUY Q2 · 2026+123,7% · 623 Tsd. Stk. | ← | $14,84 | |
N/A SKTTanger Factory Outlet Ctrs I | 0,02% | $10.314.498 | 261.325 | BUY Q2 · 2026+32,4% · 64 Tsd. Stk. | ← | – |
