Follow-The-Filings

Featured 13F manager

First Pacific Advisors, LP

El Segundo, CA 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $8.1B
  • 72 Positions
  • 2026 Q2
  • +13.3% QoQ
  • Top 5 30.4%

Portfolio

2026 Q2 · filed 8/14/2026 · 72 long · top 12 shown

top 5 30.4% · top 10 50.8%

AUM over time

2026 Q2 $8.1B +13.3% QoQ
2021 Q3 · $7.7B 2021 Q3 · $7.7B
Q3 2021
2021 Q4 · $8.1B · +4.6% QoQ 2021 Q4 · $8.1B · +4.6% QoQ
Q4
2022 Q1 · $7.8B · −3.6% QoQ 2022 Q1 · $7.8B · −3.6% QoQ
Q1 2022
2022 Q2 · $6.8B · −13.1% QoQ 2022 Q2 · $6.8B · −13.1% QoQ
Q2
2022 Q3 · $6.3B · −6.7% QoQ 2022 Q3 · $6.3B · −6.7% QoQ
Q3
2022 Q4 · $6.5B · +3.6% QoQ 2022 Q4 · $6.5B · +3.6% QoQ
Q4
2023 Q1 · $6.4B · −1.3% QoQ 2023 Q1 · $6.4B · −1.3% QoQ
Q1 2023
2023 Q2 · $6.8B · +6.3% QoQ 2023 Q2 · $6.8B · +6.3% QoQ
Q2
2023 Q3 · $6.4B · −6.9% QoQ 2023 Q3 · $6.4B · −6.9% QoQ
Q3
2023 Q4 · $6.7B · +4.7% QoQ 2023 Q4 · $6.7B · +4.7% QoQ
Q4
2024 Q1 · $7.1B · +6.8% QoQ 2024 Q1 · $7.1B · +6.8% QoQ
Q1 2024
2024 Q2 · $7.4B · +3.7% QoQ 2024 Q2 · $7.4B · +3.7% QoQ
Q2
2024 Q3 · $7.2B · −2.6% QoQ 2024 Q3 · $7.2B · −2.6% QoQ
Q3
2024 Q4 · $7B · −2.8% QoQ 2024 Q4 · $7B · −2.8% QoQ
Q4
2025 Q1 · $6.2B · −10.8% QoQ 2025 Q1 · $6.2B · −10.8% QoQ
Q1 2025
2025 Q2 · $7B · +12.0% QoQ 2025 Q2 · $7B · +12.0% QoQ
Q2
2025 Q3 · $7.2B · +3.5% QoQ 2025 Q3 · $7.2B · +3.5% QoQ
Q3
2025 Q4 · $7.6B · +5.0% QoQ 2025 Q4 · $7.6B · +5.0% QoQ
Q4
2026 Q1 · $7.1B · −6.0% QoQ 2026 Q1 · $7.1B · −6.0% QoQ
Q1 2026
2026 Q2 · $8.1B · +13.3% QoQ 2026 Q2 · $8.1B · +13.3% QoQ
Q2

Book

2021 Q4 2021 Q3 · filed 8 Feb · long equity

CMCSA - Comcast · CL A 6.66% Add +16.1% 10,668,004 $50.33 $537M +1,475,742 +$23M
AVGO - Broadcom 6.51% Reduce −7.0% 789,256 $665.41 $525M −59,244 +$114M
GOOGL - Alphabet · CL A 6.42% Add +1.5% 178,594 $2,897 $517M +2,688 +$47M
META - Meta Platforms · CL A 5.79% Add +2.0% 1,388,383 $336.35 $467M +27,522 +$5M
TEL - Te Connectivity 5.62% Add +1.8% 2,806,366 $161.34 $453M +50,315 +$75M
AIG - American Intl Group 5.53% Reduce −5.5% 7,837,317 $56.86 $446M −458,256 −$10M
ADI - Analog Devices 5.27% Reduce −3.5% 2,418,679 $175.77 $425M −88,982 +$5M
GOOG - Alphabet · CL C 5.12% Reduce −12.4% 142,573 $2,894 $413M −20,229 −$21M
CHTR - Charter Communications · CL A 4.65% Add +2.2% 574,569 $651.97 $375M +12,284 −$34M
WFC - Wells Fargo 4.34% Reduce −2.1% 7,286,586 $47.98 $350M −154,972 +$4M
C - Citigroup 3.98% Add +2.6% 5,313,907 $60.39 $321M +133,434 −$43M
AON - AON PLC · CL A 3.92% Reduce −3.8% 1,050,316 $300.56 $316M −41,383 +$4M
Activision Blizzard 2.92% Add +59.2% 3,536,498 $66.53 $235M +1,315,006 +$63M
JEF - Jefferies Finl Group 2.77% Reduce −15.3% 5,754,535 $38.80 $223M −1,043,042 −$29M
HWM - Howmet Aerospace 2.67% Add +2.1% 6,756,423 $31.83 $215M +137,678 +$9M
IFF - International Flavors & Fragrances 2.38% Add +2.5% 1,273,071 $150.65 $192M +30,714 +$26M
FE - Firstenergy 2.25% Add +2.2% 4,361,326 $41.59 $181M +95,027 +$29M
MAR - Marriott Intl · CL A 2.08% Add +1.8% 1,014,877 $165.24 $168M +17,983 +$20M
NXPI - Nxp Semiconductors 1.89% Add +2.2% 667,351 $227.78 $152M +14,481 +$24M
WAB - Wabtec 1.84% Reduce −19.9% 1,613,195 $92.11 $149M −401,000 −$25M
KMI - Kinder Morgan Del 1.61% Add +1.9% 8,185,171 $15.86 $130M +154,357 −$5M
Univar Solutions 1.56% Reduce −4.5% 4,445,485 $28.35 $126M −209,327 +$15M
LPLA - Lpl Finl 1.38% Reduce −4.4% 693,997 $160.09 $111M −31,631 −$3M
Open Text 1.28% Add +171.0% 2,173,529 $47.48 $103M +1,371,490 +$64M
AMZN - Amazon 1.00% Add +50.5% 24,290 $3,334 $81M +8,154 +$28M
PCG - Pg And E 0.93% Reduce −10.2% 6,168,673 $12.14 $75M −702,697 +$9M
UBER - UBER Technologies 0.88% New 1,697,561 $41.93 $71M +1,697,561 +$71M
DELL - DELL Technologies · CL C 0.87% Reduce −0.1% 1,247,826 $56.17 $70M −1,660 −$60M
GPOR - Gulfport Energy 0.52% Add +3.2% 581,939 $72.03 $42M +18,258 −$4M
NFLX - Netflix 0.49% Add +1074.9% 65,043 $602.45 $39M +59,507 +$36M
Signature Bk New York N Y 0.40% Reduce −44.6% 98,478 $323.47 $32M −79,295 −$17M
OEC - Orion S A 0.19% Hold 849,020 $18.36 $16M
Landcadia Iv 0.19% Hold 1,499,899 $10.00 $15M
Forest Road Acquisition Cor 0.18% Hold 1,499,900 $9.91 $15M
Tlg Acquisition One 0.18% Hold 1,499,900 $9.90 $15M
Hudson Executive Inves Iii 0.18% Hold 1,499,900 $9.81 $15M
Atlantic Coastal Acquistn · CLASS A 0.18% New 1,498,495 $9.76 $15M +1,498,495 +$15M
Flame Acquisition 0.15% Hold 1,248,746 $9.98 $12M
Macondray Cap Acquisitn 0.15% Hold 1,247,500 $9.97 $12M
Glenfarne Merger 0.15% Hold 1,248,745 $9.92 $12M
Holding 0.15% Hold 1,248,745 $9.88 $12M
Disruptive Acquisition 0.15% Hold 1,248,748 $9.81 $12M
Golden Arrow Merger 0.15% Hold 1,248,745 $9.80 $12M
Holding 0.15% Hold 1,248,745 $9.80 $12M
Holding 0.15% Hold 1,197,791 $9.93 $12M
Agile Growth 0.14% Hold 1,176,454 $9.81 $12M
Pine Technology Acquisitn · CLASS A 0.14% New 1,170,600 $9.84 $12M +1,170,600 +$12M
Plum Acquisition I 0.14% Hold 1,169,957 $9.73 $11M
DLTR - Dollar Tree 0.14% Add +0.8% 80,489 $140.52 $11M +617 +$4M
Angel Pond 0.14% Hold 1,144,612 $9.88 $11M

Showing top 50 of 182 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2021 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
BKNG - Booking 0.58% Exit 0 $2,374 $45M −18,933 −$45M
Atlantic Coastal Acquistn 0.19% Exit 0 $9.88 $15M −1,498,495 −$15M
Alteryx · CL A 0.16% Exit 0 $73.10 $12M −168,978 −$12M
Pine Technology Acquisitn 0.15% Exit 0 $9.92 $12M −1,170,600 −$12M
Broadscale Acquisition 0.13% Exit 0 $9.89 $10M −1,009,809 −$10M
Gigcapital4 0.12% Exit 0 $9.86 $10M −968,902 −$10M
Gx Acquisition Ii 0.10% Exit 0 $9.86 $8M −782,029 −$8M
Nextgen Acquisition Ii · CLASS A 0.07% Exit 0 $9.91 $6M −570,416 −$6M
Athena Technology Acquisi · CLASS A 0.05% Exit 0 $9.93 $4M −357,671 −$4M
Stamps 0.05% Exit 0 $329.81 $4M −10,685 −$4M
Gores Viii 0.04% Exit 0 $9.95 $3M −284,080 −$3M
NOW - Servicenow 0.02% Exit 0 $622.26 $2M −2,650 −$2M
Alkuri Global Acquisition · CL A 0.01% Exit 0 $9.97 $597K −59,877 −$597K
MDT - Medtronic Exit 0 $125.52 $364K −2,900 −$364K
Twitter Exit 0 $60.43 $340K −5,626 −$340K
NET - Cloudflare · CL A Exit 0 $112.82 $279K −2,473 −$279K
Eros Stx Global Exit 0 $0.9214 $236K −256,123 −$236K
LULU - Lululemon Athletica Exit 0 $405.56 $219K −540 −$219K
TEAM - Atlassian · CL A Exit 0 $390.57 $207K −530 −$207K
LMT - Lockheed Martin Exit 0 $345.12 $205K −594 −$205K
DOCU - Docusign Exit 0 $256.96 $203K −790 −$203K
XYZ - Block · CL A Exit 0 $239.24 $189K −790 −$189K
OKTA - OKTA Inc · CL A Exit 0 $237.04 $160K −675 −$160K
Endeavor Group · CL A Exit 0 $28.79 $114K −3,960 −$114K
Holding Exit 0 $9.83 $87K −8,853 −$87K
Exact Sciences Exit 0 $95.29 $81K −850 −$81K
Fiverr Intl Exit 0 $181.82 $80K −440 −$80K
RNG - Ringcentral · CL A Exit 0 $216.22 $80K −370 −$80K
PATH - Uipath · CL A Exit 0 $52.67 $79K −1,500 −$79K
PCOR - Procore Technologies Exit 0 $89.27 $79K −885 −$79K
Z - Zillow Group · CL C Exit 0 $87.78 $79K −900 −$79K
Anaplan Exit 0 $60.94 $78K −1,280 −$78K
Mimecast Exit 0 $63.93 $78K −1,220 −$78K
2U Exit 0 $33.55 $77K −2,295 −$77K
Ping Identity Exit 0 $24.68 $77K −3,120 −$77K
Smartsheet · CL A Exit 0 $69.06 $77K −1,115 −$77K
CRNC - Cerence Exit 0 $95.48 $74K −775 −$74K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2021 Q3. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 75 $8.1B +13.3% 13F-HR 8/14/2026 000137758126000007
2026 Q1 86 $7.1B −6.0% 13F-HR 5/14/2026 000137758126000005
2025 Q4 64 $7.6B +5.0% 13F-HR 2/17/2026 000137758126000002
2025 Q3 62 $7.2B +3.5% 13F-HR 11/13/2025 000137758125000013
2025 Q2 63 $7B +12.0% 13F-HR 8/1/2025 000137758125000006
2025 Q1 57 $6.2B −10.8% 13F-HR 5/6/2025 000137758125000004
2024 Q4 57 $7B −2.8% 13F-HR 2/7/2025 000137758125000003
2024 Q3 62 $7.2B −2.6% 13F-HR 11/4/2024 000137758124000011
2024 Q2 75 $7.4B +3.7% 13F-HR 8/2/2024 000137758124000006
2024 Q1 77 $7.1B +6.8% 13F-HR 5/2/2024 000137758124000004
2023 Q4 82 $6.7B +4.7% 13F-HR 2/12/2024 000137758124000002
2023 Q3 89 $6.4B −6.9% 13F-HR 11/13/2023 000137758123000008
2023 Q2 137 $6.8B +6.3% 13F-HR 8/11/2023 000137758123000006
2023 Q1 147 $6.4B −1.3% 13F-HR 5/9/2023 000137758123000004
2022 Q4 171 $6.5B +3.6% 13F-HR 2/7/2023 000137758123000002
2022 Q3 192 $6.3B −6.7% 13F-HR 11/4/2022 000137758122000009
2022 Q2 189 $6.8B −13.1% 13F-HR 8/8/2022 000137758122000007
2022 Q1 196 $7.8B −3.6% 13F-HR 5/11/2022 000137758122000005
2021 Q4 199 $8.1B +4.6% 13F-HR 2/8/2022 000137758122000002
2021 Q3 211 $7.7B 13F-HR 11/3/2021 000137758121000013

About

First Pacific Advisors, LP

20 processed 13Fs on this site · 2021 Q3–2026 Q2

SEC filing name
First Pacific Advisors, LP
Location
El Segundo, CA
All SEC filings
View on sec.gov