Top 10 Holdings of First Eagle Investments
What the latest 13F actually shows
A 13F is a snapshot taken up to 45 days after the quarter closed, and it shows long US equity positions only. Read in that light, here is what First Eagle Investments reported holding.
| Ticker | Position | Value | Weight |
|---|---|---|---|
| GOOG | ALPHABET INC | $5.17 billion | 4.3% |
| BDX | BECTON DICKINSON & CO | $4.18 billion | 3.5% |
| META | META PLATFORMS INC | $3.62 billion | 3.0% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.58 billion | 3.0% |
| FMX | FOMENTO ECONOMICO MEXICANO S | $3.33 billion | 2.8% |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.24 billion | 2.7% |
| WPM | WHEATON PRECIOUS METALS CORP | $3.19 billion | 2.6% |
| IMO | IMPERIAL OIL LTD | $3.05 billion | 2.5% |
| SLB | SLB LIMITED | $2.69 billion | 2.2% |
| BK | BANK OF NY MELLON CORP | $2.68 billion | 2.2% |
Latest updates
- October 7, 2026, 11:32 AM ET
The filings behind this page have been updated. Refreshed to the Q2 2026 filing; largest position is GOOG at $5.17 billion.
The dataTicker Position Value Weight GOOG ALPHABET INC $5.17 billion 4.3% BDX BECTON DICKINSON & CO $4.18 billion 3.5% META META PLATFORMS INC $3.62 billion 3.0% TSM TAIWAN SEMICONDUCTOR MANUFAC $3.58 billion 3.0% FMX FOMENTO ECONOMICO MEXICANO S $3.33 billion 2.8% ELV ELEVANCE HEALTH INC FORMERLY $3.24 billion 2.7% WPM WHEATON PRECIOUS METALS CORP $3.19 billion 2.6% IMO IMPERIAL OIL LTD $3.05 billion 2.5% SLB SLB LIMITED $2.69 billion 2.2% BK BANK OF NY MELLON CORP $2.68 billion 2.2% As reported for Q2 2026.Source: SEC Form 13F filings · InsiderBuying.com - October 7, 2026, 11:00 AM ET
Something changed in the underlying record. Refreshed to the Q2 2026 filing; largest position is GOOG at $5.17 billion.
- October 7, 2026, 10:31 AM ET
Refreshed to the Q2 2026 filing; largest position is GOOG at $5.17 billion.
- October 7, 2026, 10:26 AM ET
Refreshed to the Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) filing; largest position is GOOG at $5.17 billion.
The concentration
The top 10 positions carry 29% of the disclosed portfolio by value, across 425 reported holdings in total.
ALPHABET INC alone is 4.3% of it.
Concentration is a choice about conviction and about risk at the same time, and a 13F shows the result without showing the reasoning.
- GOOG$5.17 billion · 4.3%
- BDX$4.18 billion · 3.5%
- META$3.62 billion · 3.0%
- TSM$3.58 billion · 3.0%
- FMX$3.33 billion · 2.8%
- ELV$3.24 billion · 2.7%
- WPM$3.19 billion · 2.6%
- IMO$3.05 billion · 2.5%
- Everything else$91.31 billion · 75.7%
What a 13F leaves out
Short positions, cash, bonds, commodities and most non-US listings never appear. A manager who is net short the market can look long-only here.
The filing is also late by construction: positions shown may have been sold weeks before the document became public.
It remains the only mandatory, auditable window into what large managers own, which is why it is worth reading carefully rather than literally.
The bottom line
A snapshot, filed late, of one side of the book. Useful, and not the whole position. Not investment advice. Summarized from public SEC Form 4 and congressional disclosure data.