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M&G Plc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
M&G Plc
报告期 2026-03-31 · CIK 0001802539
持仓数
380
前50大市值合计
$13.87B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 34
增持 48
减持 44
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
—
NUTANIX INC
-$4.96B
11,275,000
-2%
增持
HDB
HDFC BANK LTD
+$183.3M
3,407,929
+184%
增持
ANSS
ANSYS INC
+$176.4M
953,227
+91%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AMZN
AMAZON COM INC
+$174.8M
819,128
+3295%
增持
—
JOHNSON CTLS INTL PLC
+$174.4M
2,954,998
+70%
减持
MSFT
MICROSOFT CORP
+$172.7M
2,252,756
-11%
减持
BEKE
KE HLDGS INC
-$172.1M
458,505
-95%
增持
META
META PLATFORMS INC
+$166.9M
952,719
+2%
增持
RSG
REPUBLIC SVCS INC
+$155.4M
1,164,656
+113%
清仓
—
AMAZON COM INC
-$150.3M
0
-100%
增持
DGX
QUEST DIAGNOSTICS INC
+$142.2M
1,072,721
+257%
增持
LRCX
LAM RESEARCH CORP
+$140.2M
1,835,912
+254%
增持
AAPL
APPLE INC
+$135.7M
941,667
+265%
增持
NVDA
NVIDIA CORPORATION
+$130.2M
1,091,507
+179%
增持
MSA
MSA SAFETY INC
+$119.5M
722,251
+5607%
减持
CCI
CROWN CASTLE INC
-$109.8M
973,418
-52%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$106.0M
6,788,125
-1%
增持
EBAY
EBAY INC.
+$105.8M
2,785,699
+89%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$100.6M
393,766
+233%
减持
EWW
ISHARES MSCI MEXICO ETF
-$99.0M
2,257,723
-51%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$95.3M
543,685
-63%
建仓
COF
CAPITAL ONE FINL CORP
+$94.3M
442,699
增持
ON
ON SEMICONDUCTOR CORP
+$89.7M
2,459,104
+164%
增持
IP
INTERNATIONAL PAPER CO
+$86.0M
3,220,070
+166%
清仓
—
DISCOVER FINL SVCS
-$81.4M
0
-100%
增持
—
AMCOR PLC
+$76.5M
85,596,005
+23%
增持
A
AGILENT TECHNOLOGIES INC
+$76.0M
893,121
+255%
增持
—
ACCENTURE PLC IRELAND
+$71.8M
951,892
+40%
增持
MELI
MERCADOLIBRE INC
+$68.5M
29,875
+509%
增持
BDX
BECTON DICKINSON & CO
+$63.3M
892,076
+127%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$60.3M
690,022
+246%
增持
ADSK
AUTODESK INC
+$59.9M
254,020
+253%
增持
TTEK
TETRA TECH INC NEW
+$59.0M
2,416,512
+150%
增持
CME
CME GROUP INC
+$53.2M
729,949
+30%
减持
KO
COCA COLA CO
-$49.6M
1,511,925
-31%
增持
—
COINBASE GLOBAL INC
+$49.1M
59,061,000
+90%
清仓
MNSO
MINISO GROUP HLDG LTD
-$47.7M
0
-100%
减持
BIDU
BAIDU INC
-$47.5M
76,449
-87%
增持
LNG
CHENIERE ENERGY INC
+$43.3M
371,765
+81%
减持
INTC
INTEL CORP
-$42.4M
634,008
-74%
建仓
—
ITRON INC
+$41.5M
34,856,000
增持
—
MEDTRONIC PLC
+$40.7M
3,072,469
+22%
减持
AVGO
BROADCOM INC
+$40.4M
1,203,029
-31%
清仓
GGG
GRACO INC
-$39.4M
0
-100%
减持
ORCL
ORACLE CORP
+$38.4M
719,571
-15%
增持
—
UBS GROUP AG
+$35.0M
4,413,062
+17%
增持
VFC
V F CORP
-$34.8M
20,477,543
+17%
增持
HTHT
H WORLD GROUP LTD
+$34.6M
5,168,416
+35%
增持
ILMN
ILLUMINA INC
+$33.9M
558,503
+131%
减持
—
NXP SEMICONDUCTORS N V
-$33.8M
8,543
-95%
清仓
—
ZTO EXPRESS CAYMAN INC
-$31.8M
0
-100%
清仓
JD
JD.COM INC
-$31.7M
0
-100%
减持
EXC
EXELON CORP
-$31.5M
1,749,955
-25%
减持
HD
HOME DEPOT INC
-$31.1M
158,098
-35%
增持
IPGP
IPG PHOTONICS CORP
+$31.0M
600,020
+264%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$30.0M
483,158
+4%
清仓
—
GLOBAL PMTS INC
-$27.8M
0
-100%
减持
AES
AES CORP
-$26.7M
6,377,242
-21%
增持
—
ROYAL CARIBBEAN GROUP
+$25.5M
164,457
+30%
清仓
—
SOUTHWEST AIRLS CO
-$24.0M
0
-100%
减持
CCJ
CAMECO CORP
+$23.7M
963,203
-17%
增持
CSX
CSX CORP
+$21.7M
3,997,696
+5%
增持
AXP
AMERICAN EXPRESS CO
+$21.7M
429,851
+0%
减持
ARES
ARES MANAGEMENT CORPORATION
+$21.6M
1,223,152
-5%
清仓
UNF
UNIFIRST CORP MASS
-$21.2M
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$19.8M
326,551
-24%
减持
QCOM
QUALCOMM INC
-$18.5M
782,242
-16%
增持
INTU
INTUIT
+$18.1M
76,419
+12%
增持
WFC
WELLS FARGO CO NEW
+$18.1M
700,970
+33%
增持
—
GARMIN LTD
+$18.0M
264,555
+54%
减持
EIX
EDISON INTL
-$16.2M
1,534,673
-6%
减持
ATAT
ATOUR LIFESTYLE HLDGS LTD
+$16.1M
3,298,930
-0%
建仓
—
SHIFT4 PMTS INC
+$15.8M
14,799,000
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$15.8M
555,543
-12%
减持
JNJ
JOHNSON & JOHNSON
-$15.7M
132,160
-39%
增持
ELV
ELEVANCE HEALTH INC
+$15.5M
930,293
+17%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$14.9M
291,185
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$14.9M
360,666
-2%
增持
MA
MASTERCARD INCORPORATED
+$14.7M
201,328
+12%
增持
CRM
SALESFORCE INC
+$14.5M
63,191
+518%
建仓
—
VERTEX INC
+$14.4M
12,085,000
清仓
CNXC
CONCENTRIX CORP
-$14.3M
0
-100%
减持
—
SEAGATE HDD CAYMAN
+$14.3M
40,393,000
-16%
减持
ES
EVERSOURCE ENERGY
-$14.1M
1,063,244
-20%
减持
GOOGL
ALPHABET INC
+$14.1M
2,245,250
-9%
减持
ABBV
ABBVIE INC
-$13.4M
288,305
-10%
清仓
ROL
ROLLINS INC
-$13.0M
0
-100%
清仓
LTH
LIFE TIME GROUP HOLDINGS INC
-$12.9M
0
-100%
建仓
GEV
GE VERNOVA INC
+$12.8M
24,217
清仓
DASH
DOORDASH INC
-$12.8M
0
-100%
建仓
FLYW
FLYWIRE CORPORATION
+$12.7M
1,056,446
减持
MRK
MERCK & CO INC
-$12.7M
455,900
-16%
建仓
BBWI
BATH & BODY WORKS INC
+$12.2M
408,213
建仓
—
SPORTRADAR GROUP AG
+$12.0M
429,540
建仓
—
CYBERARK SOFTWARE LTD
+$11.9M
29,121
减持
ATHM
AUTOHOME INC
-$11.8M
3,045,631
-6%
减持
FERG
FERGUSON ENTERPRISES INC
+$11.8M
197,416
-1%
增持
TER
TERADYNE INC
+$11.8M
140,703
+1245%
建仓
CVNA
CARVANA CO
+$11.8M
34,995
建仓
—
LIVANOVA PLC
+$11.8M
261,378
增持
NOW
SERVICENOW INC
+$11.8M
15,954
+173%
减持
—
LANTHEUS HLDGS INC
-$11.7M
30,186,000
-14%
建仓
CGNX
COGNEX CORP
+$11.6M
363,273
建仓
CE
CELANESE CORP DEL
+$11.6M
210,877
建仓
M
MACYS INC
+$11.6M
964,529
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$11.5M
41,513
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$11.5M
74,398
建仓
—
AMICUS THERAPEUTICS INC
+$11.3M
1,884,985
增持
LULU
LULULEMON ATHLETICA INC
+$11.1M
228,634
+49%
建仓
TGNA
TEGNA INC
+$11.0M
649,238
建仓
TOST
TOAST INC
+$11.0M
250,550
建仓
CCS
CENTURY CMNTYS INC
+$11.0M
196,425
建仓
DY
DYCOM INDS INC
+$10.9M
44,746
减持
—
EXXON MOBIL CORP
-$10.9M
117,024
-41%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$10.9M
198,255
建仓
DT
DYNATRACE INC
+$10.8M
197,268
增持
EQIX
EQUINIX INC
+$10.8M
322,525
+7%
建仓
DV
DOUBLEVERIFY HLDGS INC
+$10.7M
712,772
建仓
SFM
SPROUTS FMRS MKT INC
+$10.6M
64,437
增持
NEE
NEXTERA ENERGY INC
+$10.4M
5,798,080
+6%
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$10.4M
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$10.3M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$10.3M
125,577
-26%
建仓
EXAS
EXACT SCIENCES CORP
+$10.2M
192,574
清仓
SYF
SYNCHRONY FINANCIAL
-$10.2M
0
-100%
减持
USB
US BANCORP DEL
-$10.1M
32,634
-88%
减持
ANET
ARISTA NETWORKS INC
-$10.1M
22,519
-86%
减持
—
AKAMAI TECHNOLOGIES INC
-$10.0M
16,609,000
-38%
减持
MTB
M & T BK CORP
-$9.9M
3,949
-93%
清仓
EVGO
EVGO INC
-$9.9M
0
-100%
减持
TFC
TRUIST FINL CORP
-$9.9M
34,548
-88%
清仓
—
SCORPIO TANKERS INC
-$9.8M
0
-100%
增持
TECK
TECK RESOURCES LTD
+$9.8M
722,648
+36%
清仓
ASB
ASSOCIATED BANC CORP
-$9.7M
0
-100%
建仓
ACHC
ACADIA HEALTHCARE COMPANY IN
+$9.6M
419,416
建仓
—
TRI POINTE HOMES INC
+$9.6M
301,448
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$9.6M
0
-100%
清仓
WBS
WEBSTER FINL CORP
-$9.6M
0
-100%
清仓
ALAB
ASTERA LABS INC
-$9.6M
0
-100%
建仓
EFOR
ASGN INC
+$9.4M
188,795
建仓
BCRX
BIOCRYST PHARMACEUTICALS INC
+$9.4M
1,046,016
减持
ONC
BEONE MEDICINES LTD
-$9.4M
170,202
-9%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$9.4M
0
-100%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$9.2M
0
-100%
建仓
—
SPIRIT AVIATION HLDGS INC
+$9.2M
1,835,681
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$9.0M
76,938
建仓
BCC
BOISE CASCADE CO DEL
+$9.0M
103,268
建仓
—
HELEN OF TROY LTD
+$9.0M
319,686
减持
FNV
FRANCO NEV CORP
-$8.9M
1,387,517
-8%
减持
BIIB
BIOGEN INC
-$8.9M
8,593
-88%
