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First Pacific Advisors, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
First Pacific Advisors, LP
报告期 2026-03-31 · CIK 0001377581
持仓数
86
前50大市值合计
$7.08B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 117 项
建仓 24
增持 36
减持 26
清仓 31
方向
标的
Δ市值
现股数(环比)
建仓
KMX
CARMAX INC
+$130.5M
1,441,894
减持
AIG
AMERICAN INTL GROUP INC
-$124.4M
6,685,302
-10%
减持
AVGO
BROADCOM INC
-$102.8M
628,123
-3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
GOOGL
ALPHABET INC
-$95.8M
185,929
+3%
增持
META
META PLATFORMS INC
-$86.5M
1,530,687
+2%
建仓
—
FERGUSON PLC NEW
+$83.3M
752,795
增持
NFLX
NETFLIX INC
-$79.0M
490,821
+12%
增持
GOOG
ALPHABET INC
-$77.0M
148,601
+3%
增持
CMCSA
COMCAST CORP NEW
-$72.7M
11,270,764
+2%
减持
—
AON PLC
-$66.8M
858,658
-6%
减持
FE
FIRSTENERGY CORP
-$63.1M
3,603,491
-18%
建仓
—
WAYFAIR INC
+$55.8M
84,500,000
减持
ADI
ANALOG DEVICES INC
-$51.1M
2,420,424
-1%
增持
WFC
WELLS FARGO CO NEW
-$50.1M
6,205,788
+3%
减持
MAR
MARRIOTT INTL INC NEW
-$44.4M
774,430
-9%
增持
—
TE CONNECTIVITY LTD
-$40.5M
2,833,669
+3%
减持
HWM
HOWMET AEROSPACE INC
-$35.9M
5,521,725
-5%
增持
CHTR
CHARTER COMMUNICATIONS INC N
-$34.8M
608,995
+4%
增持
C
CITIGROUP INC
-$33.2M
5,547,838
+3%
增持
AMZN
AMAZON COM INC
-$31.9M
2,282,100
+2613%
增持
—
UNIVAR SOLUTIONS INC
-$30.8M
4,257,517
+0%
增持
JEF
JEFFERIES FINL GROUP INC
-$30.0M
5,770,645
+0%
增持
UBER
UBER TECHNOLOGIES INC
-$26.7M
2,600,991
+16%
增持
WAB
WABTEC
-$18.4M
1,597,383
+3%
增持
KMI
KINDER MORGAN INC DEL
-$14.3M
8,525,357
+3%
增持
—
NXP SEMICONDUCTORS N V
-$14.0M
752,570
+11%
减持
LPLA
LPL FINL HLDGS INC
-$12.0M
562,306
-11%
增持
PCG
PG&E CORP
-$10.3M
6,378,529
+3%
增持
SBNY
SIGNATURE BK NEW YORK N Y
-$9.3M
81,682
+0%
清仓
—
METALS ACQUISITION CORP
-$6.7M
0
-100%
建仓
—
METALS ACQUISITION CORP
+$6.4M
654,635
增持
GPOR
GULFPORT ENERGY CORP
-$6.1M
609,405
+0%
增持
—
HERBALIFE NUTRITION LTD
+$5.6M
1,868,906
+74%
清仓
—
COVA ACQUISITION CORP
-$4.0M
0
-100%
建仓
—
COVA ACQUISITION CORP
+$4.0M
404,041
清仓
—
CHANGE HEALTHCARE INC
-$3.7M
0
-100%
减持
—
ACTIVISION BLIZZARD INC
-$3.3M
1,461,530
-0%
增持
OTEX
OPEN TEXT CORP
-$3.2M
3,649,657
+10%
建仓
BKNG
BOOKING HOLDINGS INC
+$3.0M
1,700
减持
DLTR
DOLLAR TREE INC
-$2.8M
63,395
-20%
减持
TDW
TIDEWATER INC NEW
-$2.3M
636,117
-12%
减持
—
CONVEY HEALTH SOLUTIONS HLDG
+$2.2M
686,400
-8%
减持
MSFT
MICROSOFT CORP
-$1.8M
22,100
-9%
增持
PPLI
IAC INTERACTIVECORP NEW
+$1.6M
59,911
+106%
建仓
—
THE REALREAL INC
+$1.2M
2,000,000
增持
UPWK
UPWORK INC
+$1.1M
161,357
+66%
增持
LGIH
LGI HOMES INC
+$1.1M
36,290
+69%
清仓
—
PIVOTAL HOLDINGS CORP
-$934.0K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$902.0K
37,000
建仓
—
FARFETCH LTD
+$887.0K
1,000,000
清仓
ADSK
AUTODESK INC
-$868.0K
0
-100%
增持
—
BLACKROCK INC
+$856.0K
3,100
+130%
减持
PYPL
PAYPAL HLDGS INC
-$779.0K
3,750
-58%
减持
—
ACCENTURE PLC IRELAND
-$775.0K
1,050
-67%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$730.0K
775
-65%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$704.0K
650
-64%
增持
STGW
STAGWELL INC
+$685.0K
537,692
+74%
清仓
LEN
LENNAR CORP
-$674.0K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$673.0K
0
-100%
清仓
ZG
ZILLOW GROUP INC
-$661.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$627.0K
3,000
-55%
清仓
LAMR
LAMAR ADVERTISING CO NEW
-$617.0K
0
-100%
建仓
LEN/B
LENNAR CORP
+$564.0K
9,600
建仓
TOL
TOLL BROTHERS INC
+$558.0K
12,500
清仓
ISRG
INTUITIVE SURGICAL INC
-$536.0K
0
-100%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$514.0K
1,300
-77%
减持
HUM
HUMANA INC
-$508.0K
475
-72%
清仓
ZTS
ZOETIS INC
-$454.0K
0
-100%
清仓
—
ARTISAN ACQUISITION CORP
-$383.0K
0
-100%
建仓
BAC
BK OF AMERICA CORP
+$374.0K
12,000
清仓
CRM
SALESFORCE COM INC
-$370.0K
0
-100%
清仓
MS
MORGAN STANLEY
-$364.0K
0
-100%
清仓
FDX
FEDEX CORP
-$345.0K
0
-100%
清仓
DEI
DOUGLAS EMMETT INC
-$334.0K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$329.0K
1,800
建仓
JPM
JPMORGAN CHASE & CO
+$270.0K
2,400
清仓
INTU
INTUIT
-$267.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$265.0K
0
-100%
增持
—
THERAVANCE BIOPHARMA INC
+$263.0K
176,539
+26%
建仓
NSC
NORFOLK SOUTHN CORP
+$261.0K
1,150
清仓
EL
LAUDER ESTEE COS INC
-$244.0K
0
-100%
清仓
MSCI
MSCI INC
-$241.0K
0
-100%
清仓
EA
ELECTRONIC ARTS INC
-$228.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$214.0K
0
-100%
减持
ULTA
ULTA BEAUTY INC
-$190.0K
830
-35%
建仓
GM
GENERAL MTRS CO
+$187.0K
5,900
建仓
MHK
MOHAWK INDS INC
+$186.0K
1,500
建仓
DECK
DECKERS OUTDOOR CORP
+$166.0K
650
增持
—
POSHMARK INC
-$150.0K
174,467
+15%
减持
V
VISA INC
-$146.0K
4,640
-3%
减持
MA
MASTERCARD INCORPORATED
-$145.0K
2,875
-2%
减持
QCOM
QUALCOMM INC
-$144.0K
2,788
-15%
建仓
—
SIX FLAGS ENTMT CORP NEW
+$143.0K
6,600
清仓
TSLA
TESLA INC
-$140.0K
0
-100%
清仓
ILMN
ILLUMINA INC
-$129.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$121.0K
1,805
-12%
增持
KKR
KKR & CO INC
+$111.0K
10,200
+65%
建仓
—
METALS ACQUISITION CORP
+$103.0K
218,209
减持
VT
VANGUARD INTL EQUITY INDEX F
-$96.0K
5,500
-1%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$94.0K
1,571,559
+10%
清仓
—
SPOTIFY TECHNOLOGY S A
-$91.0K
0
-100%
清仓
—
HAYMAKER ACQUISITION CORP II
-$87.0K
0
-100%
增持
ALGT
ALLEGIANT TRAVEL CO
-$74.0K
5,026
+27%
增持
APO
APOLLO GLOBAL MGMT INC
-$68.0K
9,600
+12%
清仓
ETSY
ETSY INC
-$65.0K
0
-100%
增持
HCA
HCA HEALTHCARE INC
-$57.0K
1,100
+14%
增持
BX
BLACKSTONE INC
-$57.0K
5,146
+24%
清仓
—
PIVOTAL HOLDINGS CORP
-$23.0K
0
-100%
建仓
—
COVA ACQUISITION CORP
+$20.0K
202,019
建仓
—
SWVL HOLDINGS CORP
+$14.0K
33,184
增持
AMD
ADVANCED MICRO DEVICES INC
+$13.0K
2,350
+54%
增持
—
AVANTI ACQUISITION CORP
-$9.0K
625,000
+0%
清仓
—
BABYLON HLDGS LTD
-$8.0K
0
-100%
清仓
—
ARTISAN ACQUISITION CORP
-$3.0K
0
-100%
建仓
—
PRENETICS GLOBAL LTD
+$2.0K
12,934
清仓
—
HAYMAKER ACQUISITION CORP II
-$1.0K
0
-100%
建仓
—
BIOTE CORP
+$1.0K
2,210
