Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Exelixis, Inc. (EXEL)
← All EXEL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 10,000 <0.01 Reduce 20.45% <0.01 $39.71–46.31 · VW $42.72i $428,900 SEC
2025   Q4 12,571 <0.01 Reduce 22.74% <0.01 $33.76–47.24 · VW $41.06i $550,987 SEC
2025   Q3 16,271 <0.01 Reduce 21.33% <0.01 $35.88–48.74 · VW $39.31i $671,992 SEC
2025   Q2 20,683 <0.01 Add 5.06% <0.01 $32.38–49.62 · VW $41.71i $911,603 SEC
2025   Q1 19,687 <0.01 Add 5.35% <0.01 $31.90–40.02 · VW $36.12i $726,844 SEC
2024   Q4 18,687 <0.01 Add 6.86% <0.01 $25.17–36.97 · VW $33.31i $622,277 SEC
2024   Q3 17,487 <0.01 Add 10.07% <0.01 $21.82–27.83 · VW $25.17i $453,787 SEC
2024   Q2 15,887 <0.01 Add 7.44% <0.01 $20.14–23.96 · VW $22.22i $356,981 SEC
2024   Q1 14,787 <0.01 Reduce 41.31% <0.01 $19.20–24.34 · VW $22.15i $350,896 SEC
2023   Q4 25,195 <0.01 $23.99 $604,428 SEC
2023   Q3 25,195 <0.01 Buy <0.01 $18.95–22.80 · VW $21.14i $550,511 SEC
2014   Q2 0 0.00 Sell 100.00% <0.01 $3.02–3.84 · VW $3.44i SEC
2014   Q1 400,000 <0.01 Reduce 65.91% 0.01 $3.37–8.41 · VW $5.93i $1,416,000 SEC
2013   Q4 1,173,300 0.02 $6.13 $7,192,000 SEC
2013   Q3 1,173,300 0.02 Add 9.32% <0.01 $4.58–5.96 · VW $5.28i $6,829,000 SEC
2013   Q2 1,073,300 0.02 Reduce 8.72% <0.01 $4.33–5.30 · VW $4.80i $4,873,000 SEC
2013   Q1 1,175,800 0.02 $4.62 $5,432,000 SEC
2012   Q4 1,175,800 0.03 $4.57 $5,373,000 SEC
2012   Q3 1,175,800 0.03 Add 422.58% 0.02 $4.19–6.95 · VW $5.13i $5,667,000 SEC
2012   Q2 225,000 <0.01 $5.53 $1,244,000 SEC
2012   Q1 225,000 <0.01 Add 125.00% <0.01 $4.47–6.57 · VW $5.57i $1,166,000 SEC
2011   Q4 100,000 <0.01 Buy <0.01 $3.94–8.25 · VW $5.18i $474,000 SEC
2011   Q1 0 0.00 Sell 100.00% <0.01 $7.10–12.82 · VW $10.66i SEC
2010   Q4 280,000 <0.01 Buy <0.01 $3.84–9.20 · VW $6.21i $2,299,000 SEC
2009   Q4 0 0.00 Sell 100.00% 0.02 $5.30–8.00 · VW $6.88i SEC
2009   Q3 274,700 0.02 Add 13655.63% 0.02 $4.25–7.25 · VW $5.75i $1,753,000 SEC
2009   Q2 1,997 <0.01 Reduce 98.62% 0.01 $4.09–6.10 · VW $5.10i $70,000 SEC
2009   Q1 144,800 0.01 Reduce 25.67% <0.01 $4.18–6.11 · VW $4.76i $666,000 SEC
2008   Q4 194,800 0.02 Add 25.84% <0.01 $2.11–6.05 · VW $3.98i $978,000 SEC
2008   Q3 154,800 0.01 Reduce 44.12% <0.01 $4.64–7.35 · VW $6.25i $941,000 SEC
2008   Q2 277,000 0.02 Add 151.82% 0.01 $4.93–8.15 · VW $6.55i $1,385,000 SEC
2008   Q1 110,000 <0.01 Add 37.50% <0.01 $4.81–8.95 · VW $6.70i $765,000 SEC
2007   Q4 80,000 <0.01 Buy <0.01 $7.82–12.29 · VW $9.59i $690,000 SEC
2007   Q2 0 0.00 Sell 100.00% 0.01 $9.92–12.77 · VW $11.28i SEC
2007   Q1 100,000 0.01 Buy 0.01 $8.67–11.74 · VW $9.96i $994,000 SEC
Price snapshot:
Current price$56.04
Avg. buy price$24.66
+/- since buy127.22%
52-week low$33.76
52-week high$57.57