Managed by
Hedge FundAUM Tracked
$59.0B
AI Exposure
17.3%
AI & Tech holdings for First Eagle Investment Management, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $GOOGAI | Alphabet Inc. | 7,231,848 | $2.1B | 3.5% | No change |
| $METAAI | Meta Platforms, Inc. | 3,137,828 | $1.8B | 3% | No change |
| $ORCLAI | Oracle Corporation | 8,266,169 | $1.2B | 2.1% | No change |
| $TSMAI | Taiwan Semiconductor | 3,497,195 | $1.2B | 2% | Reduced by 41% |
| $CRMAI | Salesforce Inc. | 6,024,213 | $1.1B | 1.9% | Increased by 39% |
| $WDAYAI | Workday Inc. | 7,489,403 | $973.0M | 1.6% | Increased by 73% |
| $TXNAI | Texas Instruments | 3,595,610 | $698.1M | 1.2% | No change |
| $MSFTAI | Microsoft Corporation | 1,306,922 | $483.8M | 0.8% | Increased by 134% |
| $GOOGLAI | Alphabet Inc. | 1,198,194 | $344.6M | 0.6% | Reduced by 31% |
| $TSMAI | Taiwan Semiconductor | 404,942 | $136.9M | 0.2% | Reduced by 93% |
| $GOOGAI | Alphabet Inc. | 172,800 | $49.6M | 0.1% | Reduced by 98% |
| $METAAI | Meta Platforms, Inc. | 55,270 | $31.6M | 0.1% | Reduced by 98% |
| $ORCLAI | Oracle Corporation | 169,009 | $24.9M | 0% | Reduced by 98% |
| $CRMAI | Salesforce Inc. | 108,351 | $20.2M | 0% | Reduced by 97% |
| $WDAYAI | Workday Inc. | 119,310 | $15.5M | 0% | Reduced by 97% |
| $TXNAI | Texas Instruments | 78,643 | $15.3M | 0% | Reduced by 98% |
| $MSFTAI | Microsoft Corporation | 18,176 | $6.7M | 0% | Reduced by 97% |
| $ADIAI | Analog Devices | 48 | $15.3K | 0% | Reduced by 100% |
| $GOOGLAI | Alphabet Inc. | 43 | $12.4K | 0% | Reduced by 100% |