moatshark My

People

Manish Gupta

Portfolio Manager and Senior Research Analyst, First Eagle Investment Management

Portfolio manager of the Global Fund; added to the U.S. Fund from 9 October 2025.

Biography

Manish Gupta joined First Eagle in 2009 and has worked in the investment industry since 2005. He is a portfolio manager of the First Eagle Global Fund and, since October 2025, the First Eagle U.S. Fund, alongside Matthew McLennan.

First Eagle Investment Management’s largest US holdings

From the Q2 2026 13F, worth $61bn in total. See every holding and change

  1. AlphabetGOOG4.6%
  2. Becton Dickinson & CoBDX3.4%
  3. Meta PlatformsMETA3.0%
  4. Taiwan Semiconductor ManufacturingTSM2.9%
  5. Fomento Economico MexicanoFMX2.7%
  6. Elevance HealthELV2.7%
  7. Wheaton Precious MetalsWPM2.6%
  8. Imperial OilIMO2.5%
  9. SchlumbergerSLB2.2%
  10. BNYBK2.2%

Also at First Eagle Investment Management

Sources: firsteagle.com, sec.gov, firsteagle.com, firsteagle.com. Checked October 2026.