First Eagle Investment Management - First Eagle Investment Management

Portfolio

$59.92 B

Positionen

171

Stichtag

2026-06-30

Quartal

Q2 2026


ALPHABET INC	4.31%	Reduce 3.87%	7,316,252	$2.59 B
BECTON DICKINSON & CO	3.49%	Add 22.65%	13,815,335	$2.09 B
META PLATFORMS INC	3.02%	Add 4.23%	3,217,353	$1.81 B
TAIWAN SEMICONDUCTOR MANUFAC	2.99%	Reduce 8.32%	3,745,597	$1.79 B
FOMENTO ECONOMICO MEXICANO S	2.78%	Add 6.46%	13,008,276	$1.66 B
ELEVANCE HEALTH INC FORMERLY	2.70%	Add 23.23%	4,188,196	$1.62 B
WHEATON PRECIOUS METALS CORP	2.66%		14,215,147	$1.60 B
IMPERIAL OIL LTD	2.54%		13,590,697	$1.52 B
SLB LIMITED	2.24%		28,913,733	$1.34 B
BANK OF NY MELLON CORP	2.24%	Reduce 12.38%	9,266,915	$1.34 B
HCA HEALTHCARE INC	2.14%		3,295,565	$1.28 B
ORACLE CORP	2.08%	Add 9.27%	8,516,878	$1.25 B
WEYERHAEUSER CO	2.04%		51,179,282	$1.23 B
WILLIS TOWERS WATSON PLC LTD	1.95%		4,475,860	$1.17 B
AUTOMATIC DATA PROCESSING IN	1.93%	Reduce 96.09%	5,173,929	$1.16 B
SALESFORCE INC	1.91%		7,306,034	$1.14 B
FRANCO NEV CORP	1.83%		5,273,317	$1.10 B
AMBEV SA	1.83%	Add 5.44%	349,323,217	$1.10 B
NEWMONT CORP	1.80%	Add 6.95%	11,570,326	$1.08 B
WORKDAY INC	1.80%	Add 56.32%	8,824,517	$1.08 B
MEDTRONIC PLC	1.80%	Add 63.58%	13,783,983	$1.08 B
PHILIP MORRIS INTL INC	1.79%	Add 8.08%	5,925,468	$1.07 B
ONEOK INC NEW	1.72%		11,834,827	$1.03 B
COMCAST CORP NEW	1.54%	Add 5365.66%	37,536,343	$921.52 M
SPDR GOLD TR	1.53%	Add 4.28%	2,491,623	$917.86 M

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