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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 94 项
建仓 17
增持 38
减持 25
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
OTEX
OPEN TEXT CORP
-$138.1M
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$109.1M
11,358,287
+1%
增持
CHTR
CHARTER COMMUNICATIONS INC N
-$98.0M
617,433
+1%
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
-$47.3M
3,741,475
+1912%
减持
META
META PLATFORMS INC
-$42.3M
1,507,737
-1%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$39.6M
2,497,364
+59%
增持
GOOG
ALPHABET INC
-$38.0M
2,985,928
+1909%
减持
HWM
HOWMET AEROSPACE INC
-$36.8M
4,425,744
-20%
建仓
—
ICON PLC
+$31.8M
173,228
增持
AVGO
BROADCOM INC
-$23.4M
634,495
+1%
建仓
VNO
VORNADO RLTY TR
+$23.2M
1,000,327
增持
C
CITIGROUP INC
-$21.2M
5,613,109
+1%
增持
AIG
AMERICAN INTL GROUP INC
-$21.2M
6,751,954
+1%
减持
LPLA
LPL FINL HLDGS INC
+$18.2M
557,925
-1%
增持
—
FERGUSON PLC NEW
+$17.4M
978,405
+30%
增持
UBER
UBER TECHNOLOGIES INC
+$16.8M
2,643,590
+2%
增持
ADI
ANALOG DEVICES INC
-$14.7M
2,431,891
+0%
建仓
—
ZILLOW GROUP INC
+$14.0M
14,490,000
减持
PCG
PG&E CORP
-$12.8M
4,069,567
-36%
建仓
—
COLONNADE ACQUISITION CORP I
+$12.4M
1,248,745
清仓
—
COLONNADE ACQUISITION CORP I
-$12.2M
0
-100%
增持
—
WAYFAIR INC
+$11.5M
100,500,000
+19%
清仓
—
PERSHING SQUARE TONTINE HLDG
-$10.7M
0
-100%
减持
JEF
JEFFERIES FINL GROUP INC
+$10.1M
5,744,478
-0%
减持
—
UNIVAR SOLUTIONS INC
-$10.0M
4,217,678
-1%
减持
NFLX
NETFLIX INC
+$8.7M
401,710
-18%
建仓
—
UPWORK INC
+$6.5M
8,900,000
建仓
—
DHC ACQUISITION CORP
+$6.2M
629,832
清仓
—
DHC ACQUISITION CORP
-$6.2M
0
-100%
减持
DLTR
DOLLAR TREE INC
-$5.9M
29,278
-54%
增持
—
TE CONNECTIVITY LTD
-$5.9M
2,851,976
+1%
增持
MAR
MARRIOTT INTL INC NEW
+$5.3M
789,220
+2%
减持
—
AON PLC
-$5.0M
845,901
-1%
减持
WFC
WELLS FARGO CO NEW
+$4.9M
6,166,659
-1%
减持
GPOR
GULFPORT ENERGY CORP
+$4.9M
604,610
-1%
增持
—
ACTIVISION BLIZZARD INC
-$4.3M
1,472,658
+1%
增持
FE
FIRSTENERGY CORP
-$4.0M
3,631,139
+1%
减持
AMZN
AMAZON COM INC
+$3.9M
2,179,319
-5%
清仓
BKNG
BOOKING HOLDINGS INC
-$3.0M
0
-100%
增持
STGW
STAGWELL INC
+$2.6M
794,838
+48%
减持
—
CONVEY HEALTH SOLUTIONS HLDG
-$2.6M
433,126
-37%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$2.4M
81,155
-1%
减持
—
ORION ENGINEERED CARBONS S A
-$2.1M
830,548
-2%
增持
KMX
CARMAX INC
-$2.1M
1,944,929
+35%
建仓
—
ZILLOW GROUP INC
+$1.8M
2,000,000
清仓
—
POSHMARK INC
-$1.8M
0
-100%
清仓
—
THERAVANCE BIOPHARMA INC
-$1.6M
0
-100%
减持
—
HERBALIFE NUTRITION LTD
-$1.3M
1,856,295
-1%
建仓
PDLB
PONCE FINANCIAL GROUP INC
+$988.0K
107,845
增持
ALGT
ALLEGIANT TRAVEL CO
+$823.0K
19,063
+279%
减持
—
BLACKROCK INC
-$719.0K
2,125
-31%
增持
—
NXP SEMICONDUCTORS N V
+$715.0K
760,073
+1%
清仓
NVDA
NVIDIA CORPORATION
-$583.0K
0
-100%
增持
RUSHA
RUSH ENTERPRISES INC
+$510.0K
207,403
+16%
增持
JPM
JPMORGAN CHASE & CO
+$462.0K
7,000
+192%
增持
PPLI
IAC INC
+$424.0K
89,836
+50%
增持
ET
ENERGY TRANSFER L P
+$417.0K
121,000
+32%
清仓
GDDY
GODADDY INC
-$315.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$284.0K
0
-100%
增持
BAC
BK OF AMERICA CORP
+$260.0K
21,000
+75%
建仓
UHAL
AMERCO
+$255.0K
500
减持
TDW
TIDEWATER INC NEW
+$218.0K
628,273
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$164.0K
1,510
-16%
清仓
SYK
STRYKER CORPORATION
-$162.0K
0
-100%
建仓
CE
CELANESE CORP DEL
+$154.0K
1,700
减持
NKE
NIKE INC
-$148.0K
7,700
-0%
减持
PM
PHILIP MORRIS INTL INC
-$145.0K
6,715
-6%
建仓
CBRE
CBRE GROUP INC
+$142.0K
2,100
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$140.0K
0
-100%
建仓
HSIC
HENRY SCHEIN INC
+$132.0K
2,000
清仓
MTCH
MATCH GROUP INC NEW
-$132.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$122.0K
2,760
-4%
增持
WAB
WABTEC
+$120.0K
1,613,189
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$97.0K
42,000
+14%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$79.0K
4,950
-10%
增持
DECK
DECKERS OUTDOOR CORP
+$68.0K
750
+15%
增持
PYPL
PAYPAL HLDGS INC
+$65.0K
3,800
+1%
增持
MHK
MOHAWK INDS INC
+$60.0K
2,700
+80%
增持
UPS
UNITED PARCEL SERVICE INC
+$43.0K
2,300
+28%
增持
HCA
HCA HEALTHCARE INC
+$40.0K
1,225
+11%
增持
KMI
KINDER MORGAN INC DEL
+$32.0K
8,588,785
+1%
增持
GM
GENERAL MTRS CO
+$28.0K
6,700
+14%
增持
KKR
KKR & CO INC
+$27.0K
11,600
+14%
建仓
—
COLONNADE ACQUISITION CORP I
+$25.0K
249,746
建仓
—
DHC ACQUISITION CORP
+$19.0K
209,942
减持
HON
HONEYWELL INTL INC
-$18.0K
1,500
-3%
增持
NSC
NORFOLK SOUTHN CORP
-$15.0K
1,175
+2%
增持
DIS
DISNEY WALT CO
+$9.0K
3,100
+3%
建仓
—
GSR II METEORA ACQUISITN COR
+$5.0K
520
清仓
—
GSR II METEORA ACQUISITN COR
-$5.0K
0
-100%
增持
—
SIX FLAGS ENTMT CORP NEW
+$3.0K
8,250
+25%
减持
DHR
DANAHER CORPORATION
+$1.0K
2,100
-2%
建仓
—
GSR II METEORA ACQUISITN COR
+$0
30
建仓
—
GSR II METEORA ACQUISITN COR
+$0
520