So sánh danh mục
First Eagle Investment Management, LLC
Q1 2026 ⇄ Q2 2026
+39Đã thêm
−38Đã loại bỏ
200Đã điều chỉnh kích thước
21Không đổi
Đã thêm (Q2 2026)
Đã loại bỏ (được nắm giữ trong Q1 2026)
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| MKTX MARKETAXESS HLDGS INC | 22 | 49.58K | +225250.0% |
| URI UNITED RENTALS INC | 6 | 416 | +6833.3% |
| ENSG ENSIGN GROUP INC | 1.25K | 64.60K | +5080.4% |
| LRN STRIDE INC | 4.27K | 167.80K | +3831.6% |
| ARLO ARLO TECHNOLOGIES INC | 92.50K | 752.20K | +713.2% |
| ESI ELEMENT SOLUTIONS INC | 56.50K | 366.60K | +548.8% |
| STE STERIS PLC | 18 | 95 | +427.8% |
| TRGP TARGA RES CORP | 21 | 101 | +381.0% |
| TDY TELEDYNE TECHNOLOGIES… | 7 | 33 | +371.4% |
| RGA REINSURANCE GROUP AMER… | 19 | 89 | +368.4% |
| WPC WP CAREY INC | 59 | 271 | +359.3% |
| ODFL OLD DOMINION FREIGHT… | 21 | 95 | +352.4% |
| GEHC GE HEALTHCARE… | 55 | 246 | +347.3% |
| CNS COHEN & STEERS INC | 61 | 272 | +345.9% |
| TNC TENNANT CO | 32.06K | 132.86K | +314.5% |
| STVN STEVANATO GROUP S P A | 157.50K | 611.29K | +288.1% |
| BRZE BRAZE INC | 158.50K | 609.81K | +284.7% |
| SDRL SEADRILL LTD | 47.00K | 178.81K | +280.4% |
| DEO DIAGEO PLC | 159.19K | 554.15K | +248.1% |
| QXO QXO INC | 223.18K | 662.89K | +197.0% |
| APD AIR PRODUCTS AND… | 17 | 45 | +164.7% |
| NPKI NPK INTERNATIONAL INC | 273.82K | 721.00K | +163.3% |
| DGX QUEST DIAGNOSTICS INC | 3.00K | 7.61K | +153.5% |
| XGN EXAGEN INC | 125.24K | 306.96K | +145.1% |
| MUR MURPHY OIL CORP | 206.00K | 497.40K | +141.5% |
| VSEC VSE CORP | 18.92K | 45.42K | +140.0% |
| REPX RILEY EXPLORATION… | 184.15K | 430.95K | +134.0% |
| TOL TOLL BROTHERS INC | 2.59K | 6.00K | +131.6% |
| TALO TALOS ENERGY INC | 503.90K | 1.13M | +123.7% |
| CENX CENTURY ALUM CO | 163.09K | 362.36K | +122.2% |
| IPI INTREPID POTASH INC | 151.25K | 323.55K | +113.9% |
| WRBY WARBY PARKER INC | 135.09K | 288.00K | +113.2% |
| QTRX QUANTERIX CORP | 1.30M | 2.75M | +111.8% |
| NTGR NETGEAR INC | 288.94K | 611.25K | +111.5% |
| OSIS OSI SYSTEMS INC | 24.66K | 52.16K | +111.5% |
| RDNT RADNET INC | 94.14K | 195.04K | +107.2% |
| IBP INSTALLED BLDG PRODS INC | 63.84K | 127.56K | +99.8% |
| TXN TEXAS INSTRS INC | 3.67M | 52.46K | -98.6% |
| HLI HOULIHAN LOKEY INC | 4.88K | 90 | -98.2% |
| MG MISTRAS GROUP INC | 281.53K | 553.86K | +96.7% |
| XRAY DENTSPLY SIRONA INC | 15.13M | 851.35K | -94.4% |
| EYE NATIONAL VISION HLDGS… | 221.55K | 429.62K | +93.9% |
| RRBI RED RIVER BANCSHARES INC | 77.99K | 149.35K | +91.5% |
| IIIV I3 VERTICALS INC | 382.14K | 723.01K | +89.2% |
| DSX DIANA SHIPPING INC | 1.26M | 2.36M | +86.9% |
| ONTO ONTO INNOVATION INC | 42.98K | 79.29K | +84.5% |
| DV DOUBLEVERIFY HLDGS INC | 635.00K | 1.16M | +82.7% |
| ADP AUTOMATIC DATA… | 2.85M | 5.17M | +81.6% |
| OLN OLIN CORP | 213.75K | 40.19K | -81.2% |
| SUNB SUNBELT RENTALS… | 7.15K | 1.87K | -73.9% |
| DORM DORMAN PRODS INC | 91.34K | 158.64K | +73.7% |
| LOCO EL POLLO LOCO HLDGS INC | 575.29K | 995.80K | +73.1% |
| KWR QUAKER HOUGHTON | 94.54K | 162.97K | +72.4% |
| MATV MATIV HOLDINGS INC | 1.10M | 316.49K | -71.2% |
| CYRX CRYOPORT INC | 744.85K | 1.27M | +70.7% |
| DNOW DNOW INC | 353.76K | 599.91K | +69.6% |
| THC TENET HEALTHCARE CORP | 5.42K | 9.13K | +68.6% |
| COLB COLUMBIA BKG SYS INC | 229.00K | 384.60K | +67.9% |
| AXS AXIS CAP HLDGS LTD | 90.75K | 151.95K | +67.4% |
| EXTR EXTREME NETWORKS INC | 349.54K | 582.92K | +66.8% |
| ETD ETHAN ALLEN INTERIORS… | 342.73K | 115.23K | -66.4% |
| EXPD EXPEDITORS INTL WASH INC | 5.95M | 2.02M | -66.0% |
| CON CONCENTRA GROUP… | 399.83K | 648.06K | +62.1% |
| VIAV VIAVI SOLUTIONS INC | 559.80K | 212.90K | -62.0% |
| RES RPC INC | 337.15K | 544.65K | +61.5% |
| WLK WESTLAKE CORPORATION | 7.12K | 2.83K | -60.2% |
| CIGI COLLIERS INTL GROUP INC | 7.89K | 3.14K | -60.1% |
| FLS FLOWSERVE CORP | 111.76K | 177.41K | +58.7% |
| HRI HERC HLDGS INC | 99.03K | 155.32K | +56.8% |
| GOOGL ALPHABET INC | 1.20M | 518.92K | -56.7% |
| PHM PULTE GROUP INC | 3.03K | 4.73K | +56.1% |
| CSL CARLISLE COS INC | 793.16K | 1.23M | +55.6% |
| TKR TIMKEN CO | 91.85K | 142.30K | +54.9% |
| CBT CABOT CORP | 136.65K | 208.45K | +52.5% |
| LAD LITHIA MTRS INC | 43.70K | 65.98K | +51.0% |
| PXED PHOENIX ED PARTNERS INC | 275.81K | 415.51K | +50.7% |
| CASY CASEYS GEN STORES INC | 800 | 1.20K | +50.0% |
| OGS ONE GAS INC | 107.26K | 160.76K | +49.9% |
| PUMP PROPETRO HLDG CORP | 517.83K | 775.83K | +49.8% |
| MGNI MAGNITE INC | 450.29K | 670.79K | +49.0% |
| SONO SONOS INC | 709.00K | 1.06M | +48.9% |
| FUL FULLER H B CO | 228.59K | 339.34K | +48.5% |
| LXFR LUXFER HLDGS PLC | 299.43K | 157.50K | -47.4% |
| PWP PERELLA WEINBERG… | 615.06K | 901.19K | +46.5% |
| MC MOELIS & CO | 75.10K | 110.00K | +46.5% |
| MSFT MICROSOFT CORP | 1.33M | 1.94M | +46.4% |
| MRVI MARAVAI LIFESCIENCES… | 2.52M | 3.67M | +45.4% |
| FI FISERV INC | 7.50M | 10.86M | +44.9% |
| CVLG COVENANT LOGISTICS… | 248.15K | 358.93K | +44.6% |
| INTT INTEST CORP | 424.10K | 612.60K | +44.4% |
| SLP SIMULATIONS PLUS INC | 742.07K | 1.07M | +44.3% |
| ONEW ONEWATER MARINE INC | 525.67K | 757.67K | +44.1% |
| FLYW FLYWIRE CORPORATION | 800.84K | 1.15M | +44.1% |
| AVBH AVIDBANK HLDGS INC | 197.34K | 284.04K | +43.9% |
| ATEC ALPHATEC HLDGS INC | 696.64K | 996.64K | +43.1% |
| ROG ROGERS CORP | 131.82K | 188.27K | +42.8% |
| SMBK SMARTFINANCIAL INC | 224.04K | 319.34K | +42.5% |
| HUN HUNTSMAN CORP | 770.13K | 1.09M | +42.1% |
| BDC BELDEN INC | 102.57K | 145.41K | +41.8% |
| LPG DORIAN LPG LTD | 394.93K | 559.42K | +41.7% |
| ONB OLD NATL BANCORP IND | 696.78K | 987.00K | +41.7% |
| FORM FORMFACTOR INC | 179.85K | 106.14K | -41.0% |
| NVST ENVISTA HOLDINGS… | 264.50K | 372.50K | +40.8% |
| HSTM HEALTHSTREAM INC | 425.70K | 591.90K | +39.0% |
| BKH BLACK HILLS CORP | 128.77K | 177.99K | +38.2% |
| MDT MEDTRONIC PLC | 10.04M | 13.78M | +37.2% |
| FLOC FLOWCO HLDGS INC | 568.87K | 778.57K | +36.9% |
| ABM ABM INDS INC | 292.98K | 400.08K | +36.6% |
| CHRW C H ROBINSON WORLDWIDE… | 5.73M | 3.64M | -36.4% |
| PROF PROFOUND MED CORP | 322.71K | 440.21K | +36.4% |
| ARMK ARAMARK | 11.00K | 15.00K | +36.4% |
| PLXS PLEXUS CORP | 67.54K | 92.08K | +36.3% |
| RS RELIANCE INC | 1.07K | 1.46K | +35.8% |
| PACK RANPAK HOLDINGS CORP | 788.84K | 1.07M | +35.4% |
| FN FABRINET | 15.20K | 20.58K | +35.4% |
| AMRC AMERESCO INC | 555.33K | 749.08K | +34.9% |
| KVHI KVH INDS INC | 210.83K | 283.33K | +34.4% |
| KRE SPDR SERIES TRUST | 176.12K | 236.57K | +34.3% |
| IIIN INSTEEL INDS INC | 380.95K | 511.45K | +34.3% |
| JBTM JBT MAREL CORPORATION | 63.00K | 84.30K | +33.8% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
← Quay lại hồ sơ nhà quản lý