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Livermore
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First Pacific Advisors, LP

SEC CIK
0001377581
最新申報
2026/8/14

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/5/11 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
196
較 2021 年第 4 季 −3
總值
$77.7 億
較 2021 年第 4 季 −$2.94 億 (−3.6%)
申報日
2022/5/11
SEC
First Pacific Advisors, LP 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
TDUPThredUp Inc.CL A1$00.0%00.0%不變歷史
Haymaker Acquisition Corp II42087R116*W EXP 03/04/2022,210$1,000<0.1%00.0%不變–
Esm Acquisition CorporationG3195H120UNIT 99/99/9999190$2,000<0.1%00.0%不變–
Artisan Acquisition CorpG0509L128*W EXP 03/26/20212,934$3,000<0.1%00.0%不變–
GSR II Meteora Acquisitn Cor36263W204UNIT 02/24/2027520$5,000<0.1%+520新進–
Babylon Hldgs LtdG07031118*W EXP 10/21/20214,967$8,000<0.1%00.0%不變–
Silver Spike Acquisitn CorpG8201H113*W EXP 02/26/20239,440$1.20 萬<0.1%+39,440新進–
Accelerate Acquisition Corp.00439D201UNIT 99/99/99992,200$2.20 萬<0.1%00.0%不變–
Queens Gambit Growth CapitalG7315C119*W EXP 01/19/20233,184$2.30 萬<0.1%00.0%不變–
NBISNebius Group N.V.Stock25,000$2.40 萬<0.1%+25,000新進歷史
Headhunter Group PLC42207L106SPONSORED ADS35,000$2.60 萬<0.1%+35,000新進–
Gores Hldgs VIII Inc382863116*W EXP 03/01/20235,507$4.70 萬<0.1%00.0%不變–
Gores Holdings VII Inc38286T200UNIT 02/12/20285,856$5.80 萬<0.1%00.0%不變–
PLTRPalantir Technologies Inc.Stock4,365$6.00 萬<0.1%−2,135−32.8%減碼歷史
ETSYEtsy IncCOM525$6.50 萬<0.1%00.0%不變歷史
GX Acquisition Corp II36260F113*W EXP 03/17/202260,674$7.30 萬<0.1%00.0%不變–
Gores Technology Partners II38287L206UNIT 03/16/20287,830$7.70 萬<0.1%00.0%不變–
Haymaker Acquisition Corp II42087R108CLASS A COM8,853$8.70 萬<0.1%00.0%不變–
Pine Technology Acquisitn Co722850112*W EXP 03/31/202390,197$8.70 萬<0.1%00.0%不變–
SPOTSpotify Technology S.A.Stock600$9.10 萬<0.1%+65+12.1%加碼歷史
Atlantic Coastal Acquistn Co048453112*W EXP 03/02/202499,496$9.40 萬<0.1%00.0%不變–
STZConstellation Brands, Inc.Stock451$10.4 萬<0.1%00.0%不變歷史
RXR Acquisition Corp74981W206UNIT 01/01/202511,931$11.7 萬<0.1%00.0%不變–
ILMNIllumina, Inc.COM368$12.9 萬<0.1%00.0%不變歷史
MCOMoodys CorpStock385$13.0 萬<0.1%00.0%不變歷史
TSLATesla, Inc.Stock130$14.0 萬<0.1%00.0%不變歷史
Heliogen, Inc.42329E113*W EXP 99/99/999119,222$14.7 萬<0.1%00.0%不變–
Broadscale Acquisition Corp11134Y119*W EXP 02/02/202252,451$15.0 萬<0.1%00.0%不變–
Virgin Orbit Holdings, Inc.92771A119*W EXP 99/99/999114,080$16.1 萬<0.1%00.0%不變–
AMDAdvanced Micro Devices IncStock1,530$16.7 萬<0.1%00.0%不變歷史
MTCHMatch Group, Inc.COM1,891$20.6 萬<0.1%00.0%不變歷史
CICigna GroupStock870$20.8 萬<0.1%00.0%不變歷史
EWEdwards Lifesciences CorpStock1,818$21.4 萬<0.1%00.0%不變歷史
SYKStryker CorpStock815$21.8 萬<0.1%00.0%不變歷史
EAElectronic Arts Inc.COM1,800$22.8 萬<0.1%00.0%不變歷史
MSCIMSCI Inc.Stock480$24.1 萬<0.1%00.0%不變歷史
HCAHCA Healthcare, Inc.COM965$24.2 萬<0.1%00.0%不變歷史
ELEstee Lauder Companies IncCL A897$24.4 萬<0.1%00.0%不變歷史
Angel Pond Holdings CorpG0447J128*W EXP 99/99/999381,535$25.8 萬<0.1%+381,535新進–
SBUXStarbucks CorpStock2,910$26.5 萬<0.1%00.0%不變歷史
INTUIntuit Inc.Stock555$26.7 萬<0.1%00.0%不變歷史
Bigbear AI Hldgs Inc08975B117*W EXP 99/99/999322,965$28.4 萬<0.1%00.0%不變–
HONHoneywell International IncCOM1,540$30.0 萬<0.1%00.0%不變歷史
SPGIS&P Global Inc.Stock744$30.5 萬<0.1%+674+962.9%加碼歷史
DEIDouglas Emmett IncCOM10,000$33.4 萬<0.1%+10,000新進歷史
FDXFedEx CorpStock1,490$34.5 萬<0.1%−550−27.0%減碼歷史
KKRKKR & Co. Inc.COM6,174$36.1 萬<0.1%00.0%不變歷史
MSMorgan StanleyStock4,160$36.4 萬<0.1%00.0%不變歷史
CRMSalesforce, Inc.Stock1,745$37.0 萬<0.1%−3,380−66.0%減碼歷史
GDDYGoDaddy Inc.CL A4,534$37.9 萬<0.1%00.0%不變歷史
Artisan Acquisition CorpG0509L102CLASS A ORD SHS38,811$38.3 萬<0.1%00.0%不變–
SFMSprouts Farmers Market, Inc.COM12,850$41.1 萬<0.1%00.0%不變歷史
Lazard Growth Acquisition CoG54035129UNIT 99/99/999945,190$44.5 萬<0.1%00.0%不變–
ABTAbbott LaboratoriesStock3,829$45.3 萬<0.1%00.0%不變歷史
ZTSZoetis Inc.Stock2,405$45.4 萬<0.1%00.0%不變歷史
Alpha Partners Tech Mergr CoG63290129UNIT 03/31/202848,890$47.9 萬<0.1%00.0%不變–
QCOMQualcomm IncStock3,270$50.0 萬<0.1%00.0%不變歷史
ULTAUlta Beauty, Inc.Stock1,280$51.0 萬<0.1%00.0%不變歷史
BXBlackstone Inc.COM4,146$52.6 萬<0.1%00.0%不變歷史
APOApollo Global Management, Inc.COM8,600$53.3 萬<0.1%+200+2.4%加碼歷史
ISRGIntuitive Surgical IncCOM NEW1,776$53.6 萬<0.1%00.0%不變歷史
Vanguard Total World Stock ETF922042742ETF5,580$56.5 萬<0.1%+5,380+2,690.0%加碼–
WTWWillis Towers Watson PLCSHS2,400$56.7 萬<0.1%00.0%不變歷史
AZOAutoZone IncCOM280$57.2 萬<0.1%+25+9.8%加碼歷史
Aspire-Lakewood Holdings, Inc.G7207P111UNIT 02/18/203257,276$57.6 萬<0.1%+57,276新進–
ORLYO Reilly Automotive IncStock848$58.1 萬<0.1%00.0%不變歷史
LAMRLamar Advertising CoREIT5,315$61.7 萬<0.1%00.0%不變歷史
DHRDanaher CorpStock2,134$62.6 萬<0.1%00.0%不變歷史
ALGTAllegiant Travel COCOM3,952$64.2 萬<0.1%00.0%不變歷史
ZMZoom Communications, Inc.Stock5,575$65.4 萬<0.1%+975+21.2%加碼歷史
ZGZillow Group, Inc.CL A13,700$66.1 萬<0.1%+5,300+63.1%加碼歷史
PMPhilip Morris International Inc.Stock7,111$66.8 萬<0.1%00.0%不變歷史
AXPAmerican Express CoStock3,600$67.3 萬<0.1%+100+2.9%加碼歷史
LENLennar CorpCL A8,300$67.4 萬<0.1%+8,300新進歷史
HUMHumana IncStock1,678$73.0 萬<0.1%00.0%不變歷史
IQVIQVIA Holdings Inc.Stock3,385$78.3 萬<0.1%00.0%不變歷史
Monument Circle Acquisitn Co61531M200UNIT 01/14/202684,352$83.3 萬<0.1%00.0%不變–
Digital Transformatn Opt Cor25401K206UNIT 03/31/202887,176$85.5 萬<0.1%00.0%不變–
ADSKAutodesk, Inc.COM4,050$86.8 萬<0.1%00.0%不變歷史
LOWLowes Companies IncStock4,300$86.9 萬<0.1%00.0%不變歷史
DISWalt Disney CoStock6,635$91.0 萬<0.1%−1,760−21.0%減碼歷史
Queens Gambit Growth CapitalG7315C101CL A SHS99,557$93.4 萬<0.1%00.0%不變–
ELVElevance Health, Inc.Stock1,915$94.1 萬<0.1%00.0%不變歷史
HDHome Depot, Inc.Stock3,195$95.6 萬<0.1%00.0%不變歷史
ADBEAdobe Inc.Stock2,225$101.4 萬<0.1%00.0%不變歷史
ETEnergy Transfer LPCOM UT LTD PTN92,000$102.9 萬<0.1%+92,000新進歷史
BLKBlackRock, Inc.COM1,350$103.2 萬<0.1%+1,045+342.6%加碼歷史
NKENIKE, Inc.Stock7,715$103.8 萬<0.1%−100−1.3%減碼歷史
PYPLPayPal Holdings, Inc.Stock9,000$104.1 萬<0.1%+2,180+32.0%加碼歷史
UNHUnitedHealth Group IncStock2,055$104.8 萬<0.1%−540−20.8%減碼歷史
NVDANVIDIA CorpStock3,845$104.9 萬<0.1%−580−13.1%減碼歷史
MAMastercard IncStock2,945$105.2 萬<0.1%−680−18.8%減碼歷史
TMOThermo Fisher Scientific Inc.Stock1,790$105.7 萬<0.1%−179−9.1%減碼歷史
VVisa Inc.Stock4,780$106.0 萬<0.1%−1,230−20.5%減碼歷史
ACNAccenture plcStock3,165$106.7 萬<0.1%00.0%不變歷史
iShares Inc464286392MSCI WORLD ETF8,806$112.9 萬<0.1%00.0%不變–
Lead Edge Growth Oprtunts LTG54085124UNIT 04/01/2026134,996$132.3 萬<0.1%00.0%不變–
TBPHTheravance Biopharma, Inc.COM139,774$133.6 萬<0.1%+139,774新進歷史
TCW Special Purpose Acqu Cor87301L205UNIT 99/99/9999143,217$140.5 萬<0.1%00.0%不變–
FTAC Hera Acquisition Corp.G3728Y129UNIT 02/28/2026150,079$148.3 萬<0.1%00.0%不變–

2021 年第 4 季之後清倉（21 檔）

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

First Pacific Advisors, LP 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
Angel Pond Holdings CorpG0447J110UNIT 99/99/99991,144,612$1,131 萬0.1%–
BP Midstream Partners LP0556EL109UNIT LTD PTNR138,946$212.6 萬<0.1%–
Silver Spike Acquisitn CorpG8201H121UNIT 02/26/2026157,769$157.0 萬<0.1%–
PINSPinterest, Inc.CL A22,650$82.3 萬<0.1%歷史
PTONPeloton Interactive, Inc.CL A COM11,300$40.4 萬<0.1%歷史
ZSZscaler, Inc.Stock1,095$35.2 萬<0.1%歷史
INFOIHS Markit Ltd.SHS2,376$31.6 萬<0.1%歷史
TTWOTake Two Interactive Software IncCOM1,360$24.2 萬<0.1%歷史
CRWDCrowdStrike Holdings, Inc.Stock1,055$21.6 萬<0.1%歷史
SHOPShopify Inc.Stock135$18.6 萬<0.1%歷史
RBLXRoblox CorpStock1,540$15.9 萬<0.1%歷史
AVLRAvalara, Inc.COM1,220$15.8 萬<0.1%歷史
MELIMercadolibre IncCOM105$14.2 萬<0.1%歷史
TRMBTrimble Inc.COM1,425$12.4 萬<0.1%歷史
SHWSherwin Williams CoCOM275$9.70 萬<0.1%歷史
PANWPalo Alto Networks IncStock165$9.20 萬<0.1%歷史
QRVOQorvo, Inc.Stock525$8.20 萬<0.1%歷史
SNAPSnap IncStock1,700$8.00 萬<0.1%歷史
COINCoinbase Global, Inc.COM CL A300$7.60 萬<0.1%歷史
VEEVVeeva Systems IncStock280$7.20 萬<0.1%歷史
EBCEastern Bankshares, Inc.COM142$3,000<0.1%歷史