First Eagle Investment Management
First Eagle Investment ManagementFirst Eagle Investment Management13F · 14 May 2026
持仓 40前十集中度 28%本季新建/加仓 28减持/清仓 12
13.6%加仓23.2%加仓33.1%减持43.1%减持53.1%加仓62.6%减持72.5%加仓82.4%加仓92.2%减持102.2%加仓112.2%减持122.1%加仓132.1%加仓142.0%加仓152.0%加仓161.9%加仓171.9%加仓181.8%加仓191.8%减持201.8%加仓211.8%减持221.8%加仓231.7%加仓241.7%加仓251.6%加仓261.6%减持271.5%加仓281.4%减持291.4%减持301.3%加仓311.3%加仓321.3%减持331.2%加仓341.2%加仓351.2%加仓361.2%加仓371.2%减持381.1%加仓391.1%加仓401.0%新建仓
GOOGAlphabet Inc. CL C均 73
BDXBecton Dickinson均 54
WPMWheaton Precious Metals Corp.均 64
IMOImperial Oil Ltd.均 53
METAMeta Platforms Inc.均 71
HCAHCA Healthcare Inc.均 62
SLBSchlumberger Ltd.均 44
FMXFomento Economico Mexicano均 59
TSMTaiwan Semiconductor S.A.均 78
FNVFranco Nevada Corp.均 63
NEMNewmont Corp.均 50
WTWWillis Towers Watson plc均 60
ORCLOracle Corp.均 59
ELVElevance Health Inc.均 42
BNYBank of New York Mellon Corp.均 58
CRMSalesforce.com均 61
WYWeyerhaeuser Co.均 52
CMCSAComcast Corp.均 47
XOMExxon Mobil Corp.均 53
AEMAgnico-Eagle Mines Ltd.均 47
GLDSPDR Gold Trust
OKEONEOK Inc.均 59
ABEVAmbev S.A.均 45
WDAYWorkday Inc.均 54
PMPhilip Morris Intl.均 64
CHRWC.H. Robinson Worldwide均 48
MDTMedtronic plc均 55
EXPDExpeditors Int'l均 57
BBarrick Mining Corp.均 47
UHSUniversal Health Services Inc.均 45
CHTRCharter Communications均 40
NTRNutrien Ltd.均 45
BIOBio-Rad Laboratories Inc.均 54
TXNTexas Instruments均 61
CLColgate-Palmolive均 47
PPGPPG Industries均 49
NOVNov Inc.均 45
IFFInternational Flavors & Fragrances Inc.均 51
NENoble Corp.均 42
ADPAutomatic Data Processing Inc.均 54
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。