Institutions / First Pacific Advisors, LP
First Pacific Advisors, LP
CIK 1377581 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$7.13B
Positions
85
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$7.13B-6.0%Positions
85+34.9%Top holdings
Mar 31, 2026View all 85 โ
| Company | Value | % of portfolio |
|---|---|---|
| Analog Devices Inc | $548.20M | 7.7% |
| Alphabet Inc. | $484.11M | 6.8% |
| International Flavors & Fragrances Inc | $392.49M | 5.5% |
| Meta Platforms Inc | $389.40M | 5.5% |
| Alphabet Inc. | $382.43M | 5.4% |
| Citigroup Inc | $360.10M | 5.0% |
| TE Connectivity PLC | $345.06M | 4.8% |
| Becton Dickinson & Co | $311.38M | 4.4% |
| Amazon.com Inc | $294.96M | 4.1% |
| Comcast Corp. | $246.69M | 3.5% |
| Liberty Broadband Corp | $233.52M | 3.3% |
| Aon plc | $227.00M | 3.2% |
| Ferguson Enterprises Inc. /DE | $190.57M | 2.7% |
| Amrize Ltd | $176.26M | 2.5% |
| NXP Semiconductors N.V. | $151.37M | 2.1% |
| Vail Resorts Inc | $150.95M | 2.1% |
| Fortune Brands Innovations, Inc. | $147.78M | 2.1% |
| Echostar Corp | $130.64M | 1.8% |
| CarMax Inc | $123.98M | 1.7% |
| NOV Inc | $118.89M | 1.7% |
| Bio-Rad Laboratories, Inc. | $113.55M | 1.6% |
| Baxter International Inc | $112.58M | 1.6% |
| ICON plc | $109.67M | 1.5% |
| Thermo Fisher Scientific Inc. | $109.07M | 1.5% |
| Jefferies Financial Group Inc. | $106.74M | 1.5% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Baxter International Inc Common stock | $112.58M | +6.7M | 6,700,925 1.58% of portfolio | high |
| Q1 2026 as of | Add | Liberty Broadband Corp Common stock | $99.26M | +2.0M +73.92% | 4,642,610 3.27% of portfolio | high |
| Q1 2026 as of | Exit | Charter Communications, Inc. Common stock | $-96.34M | -462K -100.00% | 0 | high |
| Q1 2026 as of | Trim | Kinder Morgan, Inc. Common stock | $-92.00M | -2.7M -67.31% | 1,332,715 0.63% of portfolio | high |
| Q1 2026 as of | Trim | NCR Atleos Corp Common stock | $-84.10M | -1.9M -94.56% | 110,933 0.07% of portfolio | high |
| Q1 2026 as of | New | Arthur J. Gallagher & Co. Common stock | $83.97M | +388K | 387,687 1.18% of portfolio | high |
| Q1 2026 as of | New | Waters Corp Common stock | $79.65M | +267K | 267,472 1.12% of portfolio | high |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-65.55M | -228K -11.92% | 1,683,493 6.79% of portfolio | high |
| Q1 2026 as of | New | PayPal Holdings, Inc. Common stock | $62.93M | +1.4M | 1,391,409 0.88% of portfolio | high |
| Q1 2026 as of | New | CNH Industrial N.V. Common stock | $52.90M | +4.8M | 4,809,255 0.74% of portfolio | high |