13F Filing
First Eagle Investment Management, LLC
Global investment manager, heir to the Jean-Marie Eveillard value heritage, now led by Matthew McLennan; known for the First Eagle Global Fund, a margin-of-safety, absolute-return-oriented strategy that often holds gold as a hedge.
Filed2026.08.05
FilingCurrent Portfolio
$120.67B
Previous Portfolio
$59.00B
Change
+104.53%
Holdings
GOOGALPHABET INCIncreased$5.17B4.28%
BDXBECTON DICKINSON & COIncreased$4.18B3.47%
METAMETA PLATFORMS INCIncreased$3.62B3.00%
TSMTAIWAN SEMICONDUCTOR MANUFACIncreased$3.58B2.96%
FMXFOMENTO ECONOMICO MEXICANO SIncreased$3.33B2.76%
ELVELEVANCE HEALTH INC FORMERLYIncreased$3.24B2.68%
WPMWHEATON PRECIOUS METALS CORPIncreased$3.19B2.65%
IMOIMPERIAL OIL LTDIncreased$3.05B2.53%
SLBSLB LIMITEDIncreased$2.69B2.23%
BKBANK OF NY MELLON CORPIncreased$2.68B2.22%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG ALPHABET INC | 4.28% | Increased | $5.17B | 14,632,504 | +7,227,856 | Communication Services |
| 2 |  BDX BECTON DICKINSON & CO | 3.47% | Increased | $4.18B | 27,630,670 | +15,702,559 | Health Care |
| 3 |  META META PLATFORMS INC | 3.00% | Increased | $3.62B | 6,434,706 | +3,241,608 | Communication Services |
| 4 |  TSM TAIWAN SEMICONDUCTOR MANUFAC | 2.96% | Increased | $3.58B | 7,491,194 | +3,589,057 | Information Technology |
| 5 |  FMX FOMENTO ECONOMICO MEXICANO S | 2.76% | Increased | $3.33B | 26,016,552 | +13,114,299 | Consumer Staples |
| 6 |  ELV ELEVANCE HEALTH INC FORMERLY | 2.68% | Increased | $3.24B | 8,376,392 | +4,244,101 | Health Care |
| 7 |  WPM WHEATON PRECIOUS METALS CORP | 2.65% | Increased | $3.19B | 28,430,294 | +14,273,783 | Materials |
| 8 |  IMO IMPERIAL OIL LTD | 2.53% | Increased | $3.05B | 27,181,394 | +13,209,089 | Energy |
| 9 |  SLB SLB LIMITED | 2.23% | Increased | $2.69B | 57,827,466 | +29,451,299 | Energy |
| 10 |  BK BANK OF NY MELLON CORP | 2.22% | Increased | $2.68B | 18,533,830 | +8,665,753 | Financials |
Portfolio Changes
Buy Positions
New Buy
Current 1.45%
+9,832,988Shares
Current 0.52%
+7,758,116Shares
Current 0.03%
+340,314Shares
Current 0.02%
+225,292Shares
Current 0.02%
+1,030,000Shares
Additional Buy
+97.61%
+7,227,856Shares
+131.64%
+15,702,559Shares
+101.52%
+3,241,608Shares
+91.98%
+3,589,057Shares
+101.64%
+13,114,299Shares
Sell Positions
Full Exit
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Partial Exit
−2.89%
−180,545Shares
−32.01%
−1,903,209Shares
−13.39%
−160,393Shares
−97.14%
−3,569,325Shares
−23.94%
−134,000Shares
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