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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 34
增持 38
减持 42
清仓 36
方向
标的
Δ市值
现股数(环比)
清仓
ANSS
ANSYS INC
-$334.6M
0
-100%
增持
SNPS
SYNOPSYS INC
+$279.4M
567,405
+86263%
减持
AVGO
BROADCOM INC
-$195.0M
415,220
-65%
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
WFC
WELLS FARGO CO NEW
+$191.4M
2,946,277
+320%
建仓
—
ALIBABA GROUP HLDG LTD
+$171.3M
29,455,000
增持
NVDA
NVIDIA CORPORATION
+$102.9M
1,472,260
+35%
清仓
—
HALOZYME THERAPEUTICS INC
-$98.3M
0
-100%
增持
—
AMCOR PLC
+$96.3M
108,333,984
+27%
增持
QCOM
QUALCOMM INC
+$82.8M
1,248,333
+60%
减持
ORCL
ORACLE CORP
-$81.7M
270,157
-62%
增持
HTHT
H WORLD GROUP LTD
+$79.9M
6,555,062
+27%
清仓
—
COINBASE GLOBAL INC
-$77.4M
0
-100%
增持
MSFT
MICROSOFT CORP
+$74.5M
2,305,220
+2%
增持
VFC
V F CORP
+$71.0M
22,624,919
+10%
增持
CRM
SALESFORCE INC
+$69.8M
367,414
+481%
增持
CME
CME GROUP INC
+$63.2M
980,135
+34%
减持
KO
COCA COLA CO
-$60.4M
711,105
-53%
减持
LRCX
LAM RESEARCH CORP
+$56.7M
1,752,251
-5%
减持
HD
HOME DEPOT INC
-$55.5M
6,296
-96%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$54.6M
441,410
+12%
增持
AAPL
APPLE INC
+$49.6M
951,621
+1%
减持
CCI
CROWN CASTLE INC
-$46.7M
558,189
-43%
增持
—
ACCENTURE PLC IRELAND
-$43.3M
977,115
+3%
减持
KVUE
KENVUE INC
-$43.2M
8,030,140
-2%
建仓
—
HALOZYME THERAPEUTICS INC
+$42.7M
36,839,000
减持
ARES
ARES MANAGEMENT CORPORATION
-$40.0M
1,072,413
-12%
增持
LNG
CHENIERE ENERGY INC
+$40.0M
556,285
+50%
增持
—
ALCON AG
+$39.9M
546,931
+7432%
建仓
—
BOX INC
+$37.5M
37,455,000
增持
ELV
ELEVANCE HEALTH INC FORMERLY
-$34.0M
1,015,113
+9%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$32.0M
430,364
-11%
建仓
ABT
ABBOTT LABS
+$31.9M
237,694
增持
UNH
UNITEDHEALTH GROUP INC
+$30.4M
875,713
+1%
减持
NEE
NEXTERA ENERGY INC
-$29.7M
4,938,571
-15%
减持
EIX
EDISON INTL
-$29.4M
915,730
-40%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$29.0M
339,866
+17%
减持
—
SEAGATE HDD CAYMAN
-$27.0M
15,772,000
-61%
增持
V
VISA INC
+$26.1M
731,550
+16%
减持
AES
AES CORP
-$25.9M
3,401,082
-47%
增持
HDB
HDFC BANK LTD
-$25.4M
6,971,477
+105%
减持
—
JOHNSON CTLS INTL PLC
-$23.4M
2,634,843
-11%
增持
BRKR
BRUKER CORP
+$21.6M
1,096,226
+233%
增持
BDX
BECTON DICKINSON & CO
+$21.5M
935,480
+5%
减持
FERG
FERGUSON ENTERPRISES INC
-$20.5M
101,353
-49%
减持
—
UBS GROUP AG
+$20.2M
4,111,495
-7%
减持
COF
CAPITAL ONE FINL CORP
-$19.9M
349,110
-21%
减持
EBAY
EBAY INC.
+$19.6M
2,480,225
-11%
清仓
—
NICE LTD
-$19.4M
0
-100%
建仓
—
AEROVIRONMENT INC
+$18.8M
15,177,000
减持
META
META PLATFORMS INC
-$18.4M
932,872
-2%
建仓
—
ENPHASE ENERGY INC
+$16.4M
16,949,000
清仓
—
AKAMAI TECHNOLOGIES INC
-$15.9M
0
-100%
减持
LOW
LOWES COS INC
+$15.9M
936,165
-5%
增持
CVE
CENOVUS ENERGY INC
+$15.7M
3,687,512
+7%
建仓
TPC
TUTOR PERINI CORP
+$15.7M
237,243
减持
MORN
MORNINGSTAR INC
-$15.5M
155,134
-5%
增持
DGX
QUEST DIAGNOSTICS INC
+$15.2M
1,090,377
+2%
建仓
HBM
HUDBAY MINERALS INC
+$13.6M
899,304
增持
RSG
REPUBLIC SVCS INC
-$13.2M
1,198,619
+3%
建仓
DASH
DOORDASH INC
+$13.0M
47,857
增持
ANET
ARISTA NETWORKS INC
+$13.0M
104,791
+365%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$12.9M
30,143
-84%
建仓
NET
CLOUDFLARE INC
+$12.7M
59,212
清仓
FLYW
FLYWIRE CORPORATION
-$12.7M
0
-100%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$12.5M
284,707
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$12.5M
48,314
增持
—
LINDE PLC
+$12.3M
208,603
+13%
建仓
BPOP
POPULAR INC
+$12.3M
96,644
清仓
BBWI
BATH & BODY WORKS INC
-$12.2M
0
-100%
建仓
—
VIKING HOLDINGS LTD
+$12.2M
197,365
增持
FISV
FISERV INC
+$12.2M
131,326
+377%
建仓
EMN
EASTMAN CHEM CO
+$12.2M
193,563
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$12.1M
69,170
增持
SNOW
SNOWFLAKE INC
+$12.1M
60,910
+704%
增持
MSI
MOTOROLA SOLUTIONS INC
+$12.0M
154,831
+11%
建仓
CSL
CARLISLE COS INC
+$11.9M
36,209
清仓
—
CYBERARK SOFTWARE LTD
-$11.9M
0
-100%
清仓
—
LIVANOVA PLC
-$11.8M
0
-100%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$11.7M
83,686
建仓
HALO
HALOZYME THERAPEUTICS INC
+$11.7M
160,435
清仓
CGNX
COGNEX CORP
-$11.6M
0
-100%
建仓
IRDM
IRIDIUM COMMUNICATIONS INC
+$11.6M
680,857
清仓
M
MACYS INC
-$11.6M
0
-100%
建仓
ZS
ZSCALER INC
+$11.5M
38,496
清仓
CRS
CARPENTER TECHNOLOGY CORP
-$11.5M
0
-100%
清仓
—
AMICUS THERAPEUTICS INC
-$11.3M
0
-100%
增持
A
AGILENT TECHNOLOGIES INC
+$11.3M
911,689
+2%
减持
ILMN
ILLUMINA INC
-$11.3M
439,637
-21%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$11.3M
48,922
增持
—
ROYAL CARIBBEAN GROUP
+$11.2M
193,493
+18%
减持
TER
TERADYNE INC
-$11.2M
10,495
-93%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$11.1M
42,760
清仓
TGNA
TEGNA INC
-$11.0M
0
-100%
清仓
HWC
HANCOCK WHITNEY CORPORATION
-$11.0M
0
-100%
清仓
CCS
CENTURY CMNTYS INC
-$11.0M
0
-100%
建仓
TME
TENCENT MUSIC ENTMT GROUP
+$11.0M
476,271
清仓
DY
DYCOM INDS INC
-$10.9M
0
-100%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$10.9M
87,229
清仓
DT
DYNATRACE INC
-$10.8M
0
-100%
清仓
SPSC
SPS COMM INC
-$10.7M
0
-100%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$10.7M
0
-100%
清仓
SFM
SPROUTS FMRS MKT INC
-$10.6M
0
-100%
建仓
WWW
WOLVERINE WORLD WIDE INC
+$10.6M
393,271
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$10.5M
688,383
-0%
建仓
SEIC
SEI INVTS CO
+$10.4M
122,508
增持
BSX
BOSTON SCIENTIFIC CORP
+$10.4M
131,872
+449%
建仓
WRD
WERIDE INC
+$9.9M
987,021
减持
TGT
TARGET CORP
-$9.9M
8,077
-92%
清仓
ACHC
ACADIA HEALTHCARE COMPANY IN
-$9.6M
0
-100%
清仓
—
TRI POINTE HOMES INC
-$9.6M
0
-100%
清仓
QTWO
Q2 HLDGS INC
-$9.5M
0
-100%
清仓
EFOR
ASGN INC
-$9.4M
0
-100%
清仓
BCRX
BIOCRYST PHARMACEUTICALS INC
-$9.4M
0
-100%
清仓
COLB
COLUMBIA BKG SYS INC
-$9.3M
0
-100%
清仓
—
SPIRIT AVIATION HLDGS INC
-$9.2M
0
-100%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$9.0M
0
-100%
增持
IPGP
IPG PHOTONICS CORP
+$8.9M
637,356
+6%
建仓
—
IONIS PHARMACEUTICALS INC
+$8.7M
6,329,000
建仓
—
IONIS PHARMACEUTICALS INC
+$8.7M
7,099,000
清仓
POWI
POWER INTEGRATIONS INC
-$8.6M
0
-100%
减持
MELI
MERCADOLIBRE INC
-$8.4M
29,827
-0%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$8.3M
256,041
-32%
清仓
—
ICON PLC
-$8.3M
0
-100%
清仓
FBIN
FORTUNE BRANDS INNOVATIONS I
-$8.2M
0
-100%
清仓
CRNX
CRINETICS PHARMACEUTICALS IN
-$8.2M
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$8.1M
109,346
-60%
减持
ABBV
ABBVIE INC
+$8.1M
265,899
-8%
减持
ATHM
AUTOHOME INC
+$8.0M
3,006,834
-1%
清仓
ICFI
ICF INTL INC
-$7.7M
0
-100%
减持
PDD
PDD HOLDINGS INC
+$7.7M
325,605
-3%
建仓
PINS
PINTEREST INC
+$7.6M
238,969
减持
SRE
SEMPRA
+$7.6M
828,251
-6%
减持
TTEK
TETRA TECH INC NEW
-$7.5M
2,409,574
-0%
建仓
—
COINBASE GLOBAL INC
+$7.3M
6,486,000
减持
VRT
VERTIV HOLDINGS CO
-$7.2M
71,326
-49%
清仓
TFX
TELEFLEX INCORPORATED
-$7.2M
0
-100%
减持
—
EXXON MOBIL CORP
-$7.1M
48,628
-58%
建仓
MOS
MOSAIC CO NEW
+$7.1M
203,862
减持
ADBE
ADOBE INC
-$7.1M
113,617
-7%
增持
—
CHECK POINT SOFTWARE TECH LT
+$7.0M
119,834
+49%
减持
MU
MICRON TECHNOLOGY INC
-$6.9M
352,153
-34%
建仓
—
Q2 HLDGS INC
+$6.7M
6,525,000
清仓
JACK
JACK IN THE BOX INC
-$6.6M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$6.6M
8,105
-84%
增持
ATO
ATMOS ENERGY CORP
+$6.5M
210,095
+10%
增持
—
EVEREST GROUP LTD
+$6.5M
38,055
+89%
减持
BALL
BALL CORP
-$6.4M
678,509
-6%
增持
—
AIRBNB INC
+$6.2M
26,818,000
+28%
减持
CSCO
CISCO SYS INC
-$6.2M
476,496
-15%
减持
GOOGL
ALPHABET INC
+$6.2M
1,651,504
-26%
