First Pacific Advisors, LP 13F 持仓 · 2026年Q2
First Pacific Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 74 只证券，申报市值合计 80.89 亿美元。前几大持仓：ADI（7.85%）、GOOGL（6.22%）、GOOG（5.82%）。本季前 25 大持仓中：增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ADI | ANALOG DEVICES INC | $634.9M | 7.85% | 1.6M | 减持 |
| 2 | GOOGL | ALPHABET INC | $503.4M | 6.22% | 1.4M | 减持 |
| 3 | GOOG | ALPHABET INC | $471.1M | 5.82% | 1.3M | 增持 |
| 4 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $432.2M | 5.34% | 5.5M | 增持 |
| 5 | C | CITIGROUP INC | $422.2M | 5.22% | 3.0M | 减持 |
| 6 | META | META PLATFORMS INC | $383.0M | 4.73% | 679,884 | 减持 |
| 7 | AMZN | AMAZON COM INC | $324.3M | 4.01% | 1.4M | 减持 |
| 8 | BDX | BECTON DICKINSON & CO | $319.4M | 3.95% | 2.1M | 增持 |
| 9 | TEL | TE CONNECTIVITY PLC | $312.7M | 3.87% | 1.6M | 减持 |
| 10 | AJG | GALLAGHER ARTHUR J & CO | $306.8M | 3.79% | 1.3M | 增持 |
| 11 | AON | AON PLC | $226.0M | 2.79% | 681,367 | 减持 |
| 12 | CMCSA | COMCAST CORP NEW | $213.0M | 2.63% | 8.7M | 增持 |
| 13 | FBIN | FORTUNE BRANDS INNOVATIONS I | $210.0M | 2.60% | 3.8M | 增持 |
| 14 | NXPI | NXP SEMICONDUCTORS N V | $193.4M | 2.39% | 688,107 | 减持 |
| 15 | FERG | FERGUSON ENTERPRISES INC | $186.7M | 2.31% | 786,822 | 减持 |
| 16 | MTN | VAIL RESORTS INC | $177.7M | 2.20% | 1.3M | 增持 |
| 17 | AMRZ | AMRIZE LTD | $169.4M | 2.09% | 3.2M | 增持 |
| 18 | BAX | BAXTER INTL INC | $162.4M | 2.01% | 7.6M | 增持 |
| 19 | KMX | CARMAX INC | $159.1M | 1.97% | 3.0M | 增持 |
| 20 | LBRDK | LIBERTY BROADBAND CORP | $154.4M | 1.91% | 4.6M | 减持 |
| 21 | JEF | JEFFERIES FINANCIAL GROUP IN | $135.2M | 1.67% | 2.7M | 增持 |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $124.5M | 1.54% | 248,244 | 增持 |
| 23 | NOV | NOV INC | $118.6M | 1.47% | 6.4M | 增持 |
| 24 | BIO | BIO RAD LABS INC | $118.0M | 1.46% | 401,861 | 减持 |
| 25 | SATS | ECHOSTAR CORP | $114.2M | 1.41% | 0 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR