Managed by
Hedge FundAUM Tracked
$59.9B
AI Exposure
17.7%
AI & Tech holdings for First Eagle Investment Management, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $GOOGAI | Alphabet Inc. | 7,150,142 | $2.5B | 4.2% | No change |
| $METAAI | Meta Platforms, Inc. | 3,159,747 | $1.8B | 3% | No change |
| $TSMAI | Taiwan Semiconductor | 3,374,360 | $1.6B | 2.7% | Reduced by 14% |
| $ORCLAI | Oracle Corporation | 8,332,196 | $1.2B | 2% | No change |
| $CRMAI | Salesforce Inc. | 7,194,203 | $1.1B | 1.9% | Increased by 17% |
| $WDAYAI | Workday Inc. | 8,638,017 | $1.1B | 1.8% | Increased by 14% |
| $MSFTAI | Microsoft Corporation | 1,920,328 | $716.3M | 1.2% | Increased by 45% |
| $GOOGLAI | Alphabet Inc. | 518,885 | $185.4M | 0.3% | Reduced by 57% |
| $TSMAI | Taiwan Semiconductor | 371,237 | $177.3M | 0.3% | Reduced by 90% |
| $GOOGAI | Alphabet Inc. | 166,110 | $58.7M | 0.1% | Reduced by 98% |
| $METAAI | Meta Platforms, Inc. | 57,606 | $32.4M | 0.1% | Reduced by 98% |
| $ORCLAI | Oracle Corporation | 184,682 | $27.1M | 0% | Reduced by 98% |
| $WDAYAI | Workday Inc. | 186,500 | $22.8M | 0% | Reduced by 98% |
| $CRMAI | Salesforce Inc. | 111,831 | $17.5M | 0% | Reduced by 98% |
| $TXNAI | Texas Instruments | 52,464 | $15.6M | 0% | Reduced by 99% |
| $MSFTAI | Microsoft Corporation | 19,887 | $7.4M | 0% | Reduced by 98% |
| $GOOGLAI | Alphabet Inc. | 37 | $13.2K | 0% | Reduced by 100% |