Position in AIRG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,050,966
+$220,861 QoQ
Shares Held
372,903
-17.3% QoQ
Ownership
2.94%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 35 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AIRG Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026First Eagle Investment Management, LLC holds $94,731,121 across 12 Communication Equipment names. AIRG ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIAV |
Viavi Solutions Inc.
|
559,800 | $18,630,144 | |
| 2 | ADTN |
ADTRAN Holdings, Inc.
|
1,368,707 | $17,218,334 | |
| 3 | BDC |
Belden Inc.
|
102,566 | $11,777,652 | |
| 4 | HLIT |
Harmonic Inc.
|
1,180,876 | $10,604,266 | |
| 5 | DGII |
Digi International Inc
|
173,709 | $8,372,773 | |
| 6 | AVNW |
Aviat Networks, Inc.
|
291,156 | $6,583,037 | |
| 7 | INSG |
Inseego Corp.
|
570,849 | $6,347,840 | |
| 8 | NTGR |
Netgear, Inc.
|
288,945 | $6,310,558 |
All Filings in AIRG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,050,966 | 372,903 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,830,105 | 450,765 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,194,894 | 505,736 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,182,921 | 522,230 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,884,551 | 559,214 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,010,567 | 568,069 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,507,389 | 597,797 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,372,186 | 558,309 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,325,155 | 426,634 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,403,042 | 394,113 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,613,625 | 439,680 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,195,515 | 406,577 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,782,238 | 331,888 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,543,488 | 237,095 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $272,833 | 37,841 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||