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First Pacific Advisors, LP

CIK:0001377581
Asset Manager
$7B AUM
63 holdings
El Segundo, CA, USA
Founded:1954
80 employees
Latest filing:Jun 30, 2025

First Pacific Advisors, LP is an investment management firm based in El Segundo, California. It is known for offering traditional and alternative investment strategies to institutional and individual investors. The firm manages a variety of funds, including mutual funds and ETFs, and has a longstanding reputation in value-oriented investing. Founded in 1954, First Pacific Advisors serves a global client base, leveraging decades of experience and expertise in asset management for both retail and institutional clients.

Investment Strategy

First Pacific Advisors, LP employs a fundamental, research-driven investment strategy focused on long-term value creation. The firm manages equities, fixed income, and alternative strategies, often emphasizing capital preservation. Their philosophy centers on deep bottom-up analysis, risk management, and investing with a margin of safety across a range of asset classes. FPA combines both absolute and relative value approaches, aiming for strong risk-adjusted returns for their clients over extended periods.

Top Buys
M
METAMETA PLATFORMS INC
+$122.5M
F
FERGFERGUSON ENTERPRISES INC
+$73.0M
A
ADIANALOG DEVICES INC
+$71.7M
T
TELTE CONNECTIVITY PLC
+$68.9M
A
AMZNAMAZON COM INC
+$45.4M
Top Sells
A
AONAON PLC
-$38.8M
W
WFCWELLS FARGO CO NEW
-$25.7M
K
KMXCARMAX INC
-$24.8M
G
GPORGULFPORT ENERGY CORP
-$20.1M
I
IFFINTERNATIONAL FLAVORS&FRAGRA
-$12.9M

Top Holdings

M
METAMETA PLATFORMS INC
+8.2%$573.5M
A
ADIANALOG DEVICES INC
+7.1%$496.3M
T
TELTE CONNECTIVITY PLC
+6.4%$448.1M
C
CCITIGROUP INC
+6.4%$447.1M
G
GOOGLALPHABET INC
+6.3%$436.8M

Equity Positions (59)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
META
META PLATFORMS INC8.21%$573.5M777,005$167.37$738.09+$122.5M
A
ADI
ANALOG DEVICES INC7.10%$496.3M2,085,045$58.35$238.02+$71.7M
T
TEL
TE CONNECTIVITY PLC6.41%$448.1M2,656,748$150.92$168.67+$68.9M
C
C
CITIGROUP INC6.40%$447.1M5,253,021$49.21$85.12+$36.9M
G
GOOGL
ALPHABET INC6.25%$436.8M2,478,411$48.42$176.23+$41.6M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+22.5%
SEMICONDUCTORS & RELATED DEVICES
+10.0%
CABLE & OTHER PAY TELEVISION SERVICES
+9.3%
NATIONAL COMMERCIAL BANKS
+8.7%
WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES
+7.8%