MondegarAI
First Pacific Advisors, LP

Q2 2024 · 13F-HR

First Pacific Advisors, LPholdings as filed

Filed 2024-08-02 · accession 0001377581-24-000006

$7.39B
Reported value
75
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLALPHABET INC$575.7M7.79%3,160,416CommonSHARED
032654105ADIANALOG DEVICES INC$490.8M6.64%2,150,042CommonSHARED
30303M102METAMETA PLATFORMS INC$483.7M6.54%959,290CommonSHARED
172967424CCITIGROUP INC$434.7M5.88%6,849,991CommonSHARED
20030N101CMCSACOMCAST CORP NEW$423.6M5.73%10,818,009CommonSHARED
H84989104TEL1USDTE CONNECTIVITY LTD$418.2M5.66%2,780,083CommonSHARED
02079K107GOOGALPHABET INC$386.7M5.23%2,108,287CommonSHARED
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$381.9M5.17%4,011,307CommonSHARED
023135106AMZNAMAZON COM INC$320.2M4.33%1,657,154CommonSHARED
949746101WMT2WELLS FARGO CO NEW$313.5M4.24%5,278,666CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$269.2M3.64%5,410,210CommonSHARED
G0403H108AONAON PLC$216.3M2.93%736,821CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$214.6M2.90%797,374CommonSHARED
G3421J106FERG1GBXFERGUSON PLC NEW$213.8M2.89%1,104,289CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$183.1M2.48%612,604CommonSHARED
143130102KMXCARMAX INC$175.0M2.37%2,386,210CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$162.9M2.20%8,198,954CommonSHARED
571903202MARMARRIOTT INTL INC NEW$148.3M2.01%613,205CommonSHARED
11135F101AVGOBROADCOM INC$136.3M1.84%84,915CommonSHARED
337932107FEFIRSTENERGY CORP$136.2M1.84%3,557,667CommonSHARED
50212V100LPLALPL FINL HLDGS INC$128.2M1.73%458,938CommonSHARED
G4705A100ICLRICON PLC$111.8M1.51%356,670CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$104.3M1.41%1,435,399CommonSHARED
929740108WABWABTEC$100.8M1.36%637,869CommonSHARED
94419LAM3W 0.625 10/01/25WAYFAIR INC$97.6M1.32%104,978,000CommonSHARED
443201108HWMHOWMET AEROSPACE INC$93.4M1.26%1,203,062CommonSHARED
25960P109DEIDOUGLAS EMMETT INC$73.6M1.00%5,532,213CommonSHARED
402635502GPORGULFPORT ENERGY CORP$72.4M0.98%479,332CommonSHARED
63001N106NATLNCR ATLEOS CORPORATION$65.0M0.88%2,405,968CommonSHARED
64110L106NFLXNETFLIX INC$62.6M0.85%92,759CommonSHARED
91879Q109MTNVAIL RESORTS INC$62.5M0.84%346,784CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$59.6M0.81%432,226CommonSHARED
929042109VNOVORNADO RLTY TR$50.7M0.69%1,929,145CommonSHARED
090572207BIOBIO RAD LABS INC$43.8M0.59%160,552CommonSHARED
62886E108VYXNCR VOYIX CORPORATION$42.7M0.58%3,455,892CommonSHARED
69331C108PCGPG&E CORP$20.0M0.27%1,147,568CommonSHARED
G4412G101HLFHERBALIFE LTD$19.0M0.26%1,829,405CommonSHARED
98954MAG6Z 1.375 09/01/26ZILLOW GROUP INC$17.4M0.24%14,421,000CommonSHARED
518613203LAURLAUREATE EDUCATION INC$11.9M0.16%799,146CommonSHARED
88642R109TDWTIDEWATER INC NEW$9.5M0.13%99,461CommonSHARED
91688FAB0UPWK 0.25 08/15/26UPWORK INC$7.9M0.11%8,900,000CommonSHARED
781846209RUSHARUSH ENTERPRISES INC$7.7M0.10%183,942CommonSHARED
L72967109OECORION S.A.$7.0M0.09%318,477CommonSHARED
85256A109STGWSTAGWELL INC$6.8M0.09%994,033CommonSHARED
194693107CIGICOLLIERS INTL GROUP INC$4.8M0.06%43,000CommonSHARED
94419LAF8W 1 08/15/26WAYFAIR INC$4.5M0.06%4,976,000CommonSHARED
922042742VTVANGUARD INTL EQUITY INDEX F$3.2M0.04%28,400CommonSHARED
78574H112SABLE OFFSHORE CORP$2.7M0.04%620,874CommonSHARED
44891N208IACIAC INC$2.3M0.03%48,346CommonSHARED
98954MAH4Z 2.75 05/15/25ZILLOW GROUP INC$2.0M0.03%1,990,000CommonSHARED
69888T207PARRPAR PAC HOLDINGS INC$1.8M0.02%71,812CommonSHARED
01748X102ALGTALLEGIANT TRAVEL CO$1.7M0.02%34,186CommonSHARED
G3075P101ESGRUSDENSTAR GROUP LIMITED$1.7M0.02%5,585CommonSHARED
27627N105EBCEASTERN BANKSHARES INC$1.7M0.02%121,689CommonSHARED
723561106PBFSPIONEER BANCORP INC MD$1.7M0.02%166,974CommonSHARED
732344106PDLBPONCE FINANCIAL GROUP INC$1.7M0.02%181,562CommonSHARED
91688F104UPWKUPWORK INC$1.1M0.02%104,881CommonSHARED
G60409110MTALEURMETALS ACQUISITION LIMITED$909,6590.01%66,447CommonSHARED
83601L102SHCSOTERA HEALTH CO$539,8480.01%45,480CommonSHARED
123013112BURTECH ACQUISITION CORP$309,5210.00%1,238,082CommonSHARED
380799114GOLDEN ARROW MERGER CORP$62,5010.00%413,915CommonSHARED
654484153NIOBWNIOCORP DEVS LTD$60,1360.00%259,205CommonSHARED
G8210L121SLAM CORP$53,5590.00%214,237CommonSHARED
17144M110CHURCHILL CAPITAL CORP VII$51,9260.00%148,361CommonSHARED
08975B117BBAI/WSBIGBEAR AI HLDGS INC$50,5820.00%321,156CommonSHARED
G5920M118MARIADB PLC$39,4560.00%379,386CommonSHARED
G7134L118VEEAWPLUM ACQUISITION CORP I$19,7770.00%232,673CommonSHARED
04845A116ATLANTIC COASTAL AQSTN CORP$11,6870.00%194,779CommonSHARED
G29201111ECXWWECARX HOLDINGS INC$6,9100.00%200,881CommonSHARED
104932116BNAIWBRAND ENGAGEMENT NETWORK INC$6,7220.00%208,766CommonSHARED
G63290103PLMWFPLUM ACQUISITION CORP III$1,0560.00%16,200CommonSHARED
G7207P129ASBPWPOWERUP ACQUISITION CORP$7830.00%28,482CommonSHARED
G86302117SWVLWSWVL HOLDINGS CORP$4650.00%32,998CommonSHARED
G72245114PRENWPRENETICS GLOBAL LTD$1790.00%12,860CommonSHARED
G3934P128GLOBAL PARTNER ACQISTN CORP$077,733CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.