First Pacific Advisors, LP Q1 2021 Filing

Filed May 11, 2021

Portfolio Value

$7.4B

Holdings

123

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (123 positions)

StockValue
CMCSACOMCAST CORP NEW
$514.6B
AIGAMERICAN INTL GROUP INC
$440.9B
AVGOBROADCOM INC
$419.8B
GOOGALPHABET INC
$402.3B
METAFACEBOOK INC
$400.4B
ADIANALOG DEVICES INC
$384.0B
TELTE CONNECTIVITY LTD
$379.6B
TRVCCITIGROUP INC
$375.7B
CHTRCHARTER COMMUNICATIONS INC N
$355.3B
GOOGLALPHABET INC
$354.4B
WFCWELLS FARGO CO NEW
$299.9B
AONAON PLC
$271.5B
WABWABTEC
$234.3B
HWMHOWMET AEROSPACE INC
$232.4B
BKNGBOOKING HOLDINGS INC
$227.7B
JEFJEFFERIES FINL GROUP INC
$214.7B
KMIKINDER MORGAN INC DEL
$200.8B
MARMARRIOTT INTL INC NEW
$183.3B
IFFINTERNATIONAL FLAVORS&FRAGRA
$169.7B
BABAALIBABA GROUP HLDG LTD
$165.7B
NXPINXP SEMICONDUCTORS N V
$146.7B
FEFIRSTENERGY CORP
$144.9B
UNVREURUNIVAR SOLUTIONS USA INC
$128.0B
LPLALPL FINL HLDGS INC
$122.7B
BIDUNBAIDU INC
$112.7B
DELLDELL TECHNOLOGIES INC
$110.7B
PCGPG&E CORP
$78.1B
TQJSIGNATURE BK NEW YORK N Y
$61.0B
OTXOPEN TEXT CORP
$37.5B
WTWWILLIS TOWERS WATSON PLC LTD
$33.2B
OECORION ENGINEERED CARBONS S A
$18.6B
AYXEURALTERYX INC
$13.9B
SOLARWINDS CORP
$12.8B
UPWKUPWORK INC
$9.0B
TDWTIDEWATER INC NEW
$8.9B
RUSHARUSH ENTERPRISES INC
$8.1B
EBCEASTERN BANKSHARES INC
$6.5B
AVANTI ACQUISITION CORP
$6.5B
MSFTMICROSOFT CORP
$6.3B
AMZNAMAZON COM INC
$5.6B
AAPLAPPLE INC
$4.3B
CHNGUSDCHANGE HEALTHCARE INC
$4.1B
DLTRDOLLAR TREE INC
$3.8B
BROADMARK RLTY CAP INC
$3.3B
PARRPAR PAC HOLDINGS INC
$2.3B
WEPMAGELLAN MIDSTREAM PRTNRS LP
$2.1B
PYPLPAYPAL HLDGS INC
$1.9B
HDHOME DEPOT INC
$1.8B
ACNACCENTURE PLC IRELAND
$1.8B
VVISA INC
$1.8B
UNHUNITEDHEALTH GROUP INC
$1.8B
NKENIKE INC
$1.8B
MAMASTERCARD INCORPORATED
$1.8B
ADSKAUTODESK INC
$1.8B
ADBEADOBE SYSTEMS INCORPORATED
$1.7B
CRMSALESFORCE COM INC
$1.7B
SHLXUSDSHELL MIDSTREAM PARTNERS L P
$1.6B
NOWSERVICENOW INC
$1.6B
NFLXNETFLIX INC
$1.3B
URTHISHARES INC
$1.0B
TMOTHERMO FISHER SCIENTIFIC INC
$1.0B
BP MIDSTREAM PARTNERS LP
$968.0M
ALGTALLEGIANT TRAVEL CO
$965.0M
LOWLOWES COS INC
$818.0M
DISDISNEY WALT CO
$801.0M
NVDANVIDIA CORPORATION
$787.0M
EROS STX GLOBAL CORPORATION
$733.0M
HUMHUMANA INC
$704.0M
ELVANTHEM INC
$687.0M
IQVIQVIA HLDGS INC
$654.0M
ATVIEURACTIVISION BLIZZARD INC
$622.0M
ABTABBOTT LABS
$564.0M
LAMRLAMAR ADVERTISING CO NEW
$499.0M
DHRDANAHER CORPORATION
$480.0M
ISRGINTUITIVE SURGICAL INC
$437.0M
ORLYOREILLY AUTOMOTIVE INC
$430.0M
ZTSZOETIS INC
$379.0M
QCOMQUALCOMM INC
$370.0M
WDAYWORKDAY INC
$369.0M
TWTRUSDTWITTER INC
$358.0M
GDDYGODADDY INC
$352.0M
MDTMEDTRONIC PLC
$343.0M
SFMSPROUTS FMRS MKT INC
$342.0M
SSNCSS&C TECHNOLOGIES HLDGS INC
$336.0M
HONHONEYWELL INTL INC
$334.0M
SBUXSTARBUCKS CORP
$318.0M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$310.0M
EAELECTRONIC ARTS INC
$309.0M
BXBLACKSTONE GROUP INC
$309.0M
KKRKKR & CO INC
$302.0M
ELLAUDER ESTEE COS INC
$261.0M
MTCHMATCH GROUP INC NEW
$260.0M
IHS MARKIT LTD
$230.0M
BLKCHFBLACKROCK INC
$230.0M
LMTLOCKHEED MARTIN CORP
$219.0M
INTUINTUIT
$213.0M
MSCIMSCI INC
$201.0M
SYKSTRYKER CORPORATION
$199.0M
TSLATESLA INC
$194.0M
CRWDCROWDSTRIKE HLDGS INC
$193.0M
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