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FPA

First Pacific Advisors Portfolio holdings

AUM $7.14B
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
+2.21%
1 Year Est. Return
+21.51%
3 Year Est. Return
+86.18%
5 Year Est. Return
+97.3%
10 Year Est. Return
+343.36%
AUM
$7.71B
AUM Growth
-$259M
Cap. Flow
-$432M
Cap. Flow %
-5.6%
Top 10 Hldgs %
56%
Holding
224
New
35
Increased
49
Reduced
36
Closed
13

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$217M
2
BIDU icon
Baidu
BIDU
+$123M
3
BKNG icon
Booking.com
BKNG
+$76.6M
4
NFLX icon
Netflix
NFLX
+$55.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$43.4M

Sector Composition

Rank Sector Weight
1 Communication Services 29.84%
2 Financials 24.89%
3 Technology 22.32%
4 Industrials 4.95%
5 Materials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IPVIU
51
DELISTED
InterPrivate IV InfraTech Partners Inc. Units
IPVIU
$10.3M 0.13%
1,045,934
+22,097
+2% +$219K
SCLEU
52
DELISTED
Broadscale Acquisition Corp. Units
SCLEU
$9.99M 0.13%
1,009,809
+175,351
+21% +$1.74M
GIG
53
DELISTED
GigCapital4, Inc. Common stock
GIG
$9.55M 0.12%
968,902
MIT.U
54
DELISTED
Mason Industrial Technology, Inc. Units, each consisting of one share of Class A common stock and one-third of one redeemable warrant to purchase one share of Class A common stock
MIT.U
$9.13M 0.12%
917,294
+801
+0.1% +$7.95K
SLAMU
55
DELISTED
Slam Corp. Unit
SLAMU
$8.54M 0.11%
861,814
+210
+0% +$2.09K
TDW icon
56
Tidewater
TDW
$3.63B
$8.52M 0.11%
706,360
SCAQU
57
DELISTED
Stratim Cloud Acquisition Corp. Unit
SCAQU
$8.05M 0.1%
810,328
+115,703
+17% +$1.15M
GXIIU
58
DELISTED
GX Acquisition Corp. II Unit
GXIIU
$7.71M 0.1%
782,029
DLTR icon
59
Dollar Tree
DLTR
$24.8B
$7.64M 0.1%
79,872
+35,244
+79% +$3.39M
CVIIU
60
DELISTED
Churchill Capital Corp VII Units
CVIIU
$7.37M 0.1%
745,996
+167,638
+29% +$1.67M
MSFT icon
61
Microsoft
MSFT
$2.9T
$7.31M 0.09%
25,937
MACC.U
62
DELISTED
Mission Advancement Corp. Units, each consisting of one share of Class A Common Stock and one-third of one Redeemable Warrant
MACC.U
$7.31M 0.09%
741,972
+300
+0% +$2.97K
RUSHA icon
63
Rush Enterprises Class A
RUSHA
$6.34B
$7.2M 0.09%
239,028
PDOT.U
64
DELISTED
Peridot Acquisition Corp. II Units, each consisting of one Class A ordinary share, and one-fifth of one redeemable warrant
PDOT.U
$6.94M 0.09%
704,079
EBC icon
65
Eastern Bankshares
EBC
$5.27B
$6.82M 0.09%
335,742
NSTC.U
66
DELISTED
Northern Star Investment Corp. III Units, each consisting of one share of Class A common stock and one-sixth of one redeemable warrant
NSTC.U
$6.55M 0.09%
664,459
MTAL.U
67
DELISTED
Metals Acquisition Corp Units, each consisting of one Class A ordinary share and one-third of one redeemable warrant
MTAL.U
$6.49M 0.08%
+654,635
New +$6.48M
AVAN.U
68
DELISTED
Avanti Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant
AVAN.U
$6.3M 0.08%
624,000
DHCAU
69
DELISTED
DHC Acquisition Corp. Unit
DHCAU
$6.25M 0.08%
629,832
AAC.U
70
DELISTED
Ares Acquisition Corporation Units, each consisting of one Class A ordinary share, and one-fifth of one redeemable warrant
AAC.U
$5.91M 0.08%
596,451
+250,112
+72% +$2.49M
FVIV.U
71
DELISTED
Fortress Value Acquisition Corp. IV Units, each consisting of one share of Class A common stock and one-eighth of one redeemable Warrant
FVIV.U
$5.68M 0.07%
576,679
+485,800
+535% +$4.81M
NGCA
72
DELISTED
NextGen Acquisition Corp. II Class A Ordinary Shares
NGCA
$5.65M 0.07%
+570,416
New +$5.65M
UPWK icon
73
Upwork
UPWK
$1.18B
$5.31M 0.07%
117,875
+1,775
+2% +$86.5K
NSTD.U
74
DELISTED
Northern Star Investment Corp. IV Units, each consisting of one share of Class A common stock and one-sixth of one redeemable warrant
NSTD.U
$5.06M 0.07%
513,317
+5,780
+1% +$57.2K
AAPL icon
75
Apple
AAPL
$4.97T
$4.9M 0.06%
34,617

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First Pacific Advisors's Q3 2021 Portfolio in Review

As of Q3 2021, First Pacific Advisors held 224 positions worth $7.71B, down 3.3% from $7.97B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

First Pacific Advisors withdrew a net $432M in Q3 2021, closing 13 positions and reducing 36 holdings. Its most notable exit was Alibaba, an estimated $217M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 30% of assets, down from 31% a quarter earlier, followed by Financials and Technology.

Against the trend, First Pacific Advisors opened a new position in Macondray Capital Acquisition Corp. I Unit worth $12.4M.

  • First Pacific Advisors's largest Q3 2021 buy was Macondray Capital Acquisition Corp. I Unit: 1,247,500 shares worth $12.4M.
  • First Pacific Advisors added most to Activision Blizzard in Q3 2021, an estimated $185M increase.
  • First Pacific Advisors's biggest Q3 2021 reduction was Booking.com, cutting an estimated $76.6M.
  • First Pacific Advisors fully exited Alibaba in Q3 2021, selling an estimated $217M.
  • First Pacific Advisors's ten largest holdings make up 56% of its $7.71B portfolio in Q3 2021.
  • First Pacific Advisors opened 35 new positions and closed 13 in Q3 2021.
  • First Pacific Advisors's portfolio value fell 3.3% quarter-over-quarter to $7.71B.

Based on First Pacific Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.