First Eagle Investment Management - First Eagle Investment Management

Portfolio

$59.92 B

Positionen

614

Stichtag

2026-06-30

Quartal

Q2 2026


GOOG	GOOGALPHABET INC	4.22%	Reduce 3.87%	7,150,142	$2.53 B
BDX	BDXBECTON DICKINSON & CO	3.42%	Add 22.65%	13,540,083	$2.05 B
META	METAMETA PLATFORMS INC	2.97%	Add 4.23%	3,159,747	$1.78 B
TSM	TSMTAIWAN SEMICONDUCTOR MANUFAC	2.69%	Reduce 8.32%	3,374,360	$1.61 B
—	FOMENTO ECONOMICO MEXICANO S	2.66%	Add 6.46%	12,439,184	$1.59 B
—	ELEVANCE HEALTH INC FORMERLY	2.65%	Add 23.23%	4,103,581	$1.59 B
SII.DE	SII.DEWHEATON PRECIOUS METALS CORP	2.57%		13,731,267	$1.54 B
—	IMPERIAL OIL LTD	2.39%		12,791,178	$1.43 B
—	SLB LIMITED	2.20%		28,329,823	$1.32 B
BK	BKBANK OF NY MELLON CORP	2.19%	Reduce 12.38%	9,072,195	$1.31 B
HCA	HCAHCA HEALTHCARE INC	2.10%		3,231,844	$1.26 B
ORCL	ORCLORACLE CORP	2.04%	Add 9.27%	8,332,196	$1.22 B
WY	WYWEYERHAEUSER CO	2.00%		50,159,513	$1.20 B
ADP	ADPAUTOMATIC DATA PROCESSING IN	1.89%	Reduce 96.09%	5,064,581	$1.13 B
—	WILLIS TOWERS WATSON PLC LTD	1.88%		4,316,220	$1.13 B
CRM	CRMSALESFORCE INC	1.88%		7,194,203	$1.13 B
FNV	FNVFRANCO NEV CORP	1.78%		5,114,255	$1.07 B
0M18.L	0M18.LWORKDAY INC	1.76%	Add 56.32%	8,638,017	$1.06 B
—	MEDTRONIC PLC	1.76%	Add 63.58%	13,489,580	$1.06 B
—	AMBEV SA	1.75%	Add 5.44%	333,704,147	$1.05 B
NEM	NEMNEWMONT CORP	1.72%	Add 6.95%	11,004,672	$1.03 B
PM	PMPHILIP MORRIS INTL INC	1.68%	Add 8.08%	5,573,533	$1.01 B
OKE	OKEONEOK INC NEW	1.68%		11,591,097	$1.01 B
—	COMCAST CORP NEW	1.54%	Add 5365.66%	37,536,343	$921.52 M
—	BOOKING HOLDINGS INC	1.43%	Buy	4,816,454	$858.48 M

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