StockDriftsStockDriftsTop 50 First Pacific Advisors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | 7.85% | 1.60M | $634.9M | -7.23%(-124.63K) | $53.49(+634.69%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.23% | 1.41M | $503.4M | -16.33%(-274.98K) | $33.45(+930.54%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.83% | 1.33M | $471.1M | +0.00%(+48) | $38.61(+787.37%) | 2026-06-30 | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 5.35% | 5.46M | $432.2M | +0.83%(+45.16K) | $95.89(-12.21%) | 2026-06-30 | |
| C | CITIGROUP INC | 5.22% | 3.02M | $422.2M | -4.99%(-158.38K) | $44.50(+214.95%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.74% | 679.9K | $383.0M | -0.11%(-729) | $180.01(+222.37%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.01% | 1.36M | $324.3M | -3.93%(-55.63K) | $157.52(+66.67%) | 2026-06-30 | |
| BDX | BECTON DICKINSON & CO | 3.95% | 2.11M | $319.4M | +6.58%(+130.35K) | $146.19(+25.16%) | 2026-06-30 | |
| TEL | TE CONNECTIVITY PLC | 3.87% | 1.55M | $312.7M | -6.04%(-99.75K) | $66.89(+226.06%) | 2026-06-30 | |
| AJG | GALLAGHER ARTHUR J & CO | 3.79% | 1.34M | $306.8M | +244.68%(+948.60K) | $227.09(+9.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.14% | +64.89% | +9.13% | +54.78% |
| Top 20 Holdings Unweighted | +15.49% | +54.03% | +8.37% | +49.44% |
First Pacific Advisors LP reports $8.09B in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are ADI (7.8%), GOOGL (6.2%) and GOOG (5.8%). The top 20 holdings account for 73.75% of reported assets. Its disclosed equity book has returned +64.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Pacific Advisors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1377581). View First Pacific Advisors LP’s 13F filings on SEC