13F

Investor

M&G PLC

CIK 0001802539 · filed 2026-05-13 · SEC filing

13F book

$19.4B

Positions

377

52 new · 52 sold

Largest name

5.5%

Microsoft Corp · MSFT

Est. mark

−$573.7M

Price effect on 325 names still held. Flow $456.5M.
NameTickerSharesValueWeightEst. markChange
Microsoft CorpMSFT2.86M$1.06B5.5%−$276.3MAdded−$114.3M
Amcor Plc Com New25.2M$1.01B5.2%New
Astrazeneca Plc OrdAZN4.2M$816.8M4.2%New
Methanex CorpMEOH12.5M$747.2M3.9%$249.1MCut$236.9M
Meta Platforms, Inc.META931K$532.5M2.8%−$77.2MAdded−$46.4M
Alphabet Inc1.62M$465.3M2.4%−$38MAdded−$10.8M
V F CorpVFC25.8M$438.4M2.3%−$25.6MAdded−$21.5M
Nextera Energy Inc4.03M$375.2M1.9%$52.4MCut−$7.1M
Broadcom Inc.AVGO1.19M$368.3M1.9%−$28.5MAdded$94.2M
Bristol-Myers Squibb Co5.76M$351.6M1.8%$40.3MCut−$33.7M
Wells Fargo Co New3.91M$312.5M1.6%−$45MAdded−$9.7M
Medtronic PlcMDT3.36M$292.3M1.5%−$22.8MAdded$49M
Totalenergies SeTTE3.12M$292M1.5%$87MCut$74.5M
Apple Inc.AAPL1.09M$278M1.4%−$18.8MAdded−$6.21M
Equinix IncEQIX282.8K$277.2M1.4%$60.5MCut$37.8M
Visa Inc.V873.4K$263.8M1.4%−$36MAdded$6.13M
Johnson Ctls Intl Plc2M$262.1M1.4%$22MCut−$23.9M
Nvidia CorpNVDA1.46M$254.1M1.3%−$18.4MAdded−$10.4M
Republic Svcs Inc1.14M$250.5M1.3%$8.01MCut−$658.7K
H World Group Ltd4.68M$233.9M1.2%$14MCut−$48.5M
Unitedhealth Group IncUNH847.6K$229.7M1.2%−$50MCut−$56.3M
Franco Nev Corp890K$220.1M1.1%$35.3MCut$7.13M
Qualcomm Inc1.67M$216M1.1%−$70.3MCut−$94.8M
Accenture Plc Ireland1.08M$213.5M1.1%−$72.6MAdded−$64.4M
Magnum Ice Cream Co Nv14.2M$212.9M1.1%−$10.8MAdded$83.7M
Ebay IncEBAY2.25M$204.4M1.1%$8.98MCut−$9.27M
Cme Group Inc.CME684.1K$201.8M1.0%$15MCut−$69.8M
UBS Group AGUBS4.98M$193.2M1.0%−$35.1MAdded−$16.5M
American Tower Corp New1.12M$193M1.0%−$3.23MAdded$3.77M
Synopsys IncSNPS476.3K$188.6M1.0%−$35.2MCut−$74.5M
Thermo Fisher Scientific Inc.TMO376.7K$185.3M1.0%−$32.8MCut−$53.7M
Intuit Inc.INTU415.9K$179.7M0.9%−$22.2MAdded$115.8M
Lowes Cos Inc754.4K$178M0.9%−$3.77MCut−$43.4M
Ishares Inc2.26M$169.8M0.9%$53.5MHeld
Ares Management Corporation1.55M$168.8M0.9%−$64.6MAdded−$28.7M
Hdfc Bank LtdHDB6.54M$163.6M0.8%−$78.5MCut−$88.1M
Quest Diagnostics IncDGX805.3K$157.8M0.8%$17.7MCut−$6.59M
Amgen IncAMGN439.1K$154.6M0.8%$11MCut$4.33M
On Semiconductor CorpON2.47M$153M0.8%$19.7MCut$14.5M
Ball CorpBALL2.42M$142.6M0.7%$14MAdded$19.3M
Amazon Com IncAMZN671.4K$139.7M0.7%−$13.3MAdded$5.96M
Becton Dickinson & CoBDX883.1K$138.6M0.7%−$32.7MCut−$39.3M
Cheniere Energy, Inc.LNG467.4K$132.7M0.7%$42.1MCut$7.61M
Csx CorpCSX3.23M$132.4M0.7%$16.2MCut$1.88M
Enbridge Inc2.44M$131.8M0.7%$14.3MCut$221.1K
Kenvue Inc.KVUE7.58M$128.8M0.7%$0Cut−$9.45M
Taiwan Semiconductor Mfg Ltd361.8K$122.3M0.6%$11.6MAdded$18.6M
American Express CoAXP386.8K$116.8M0.6%−$25.5MAdded−$21.9M
Msa Safety Inc698K$114.5M0.6%$2.79MCut−$2.12M
American Wtr Wks Co Inc New777.2K$105.7M0.5%$3MAdded$27.1M
Linde PlcLIN211.8K$105M0.5%$14.8MCut$12.5M
Atour Lifestyle Hldgs Ltd2.81M$104M0.5%−$5.62MAdded−$5.61M
Salesforce, Inc.CRM517.3K$96.7M0.5%−$31.3MAdded−$9.65M
Mastercard IncMA190.8K$95.4M0.5%−$13.5MCut−$22.8M
International Paper Co2.56M$90.2M0.5%−$7.2MCut−$25.9M
Seagate Technology Hldngs Pl221.9K$87M0.4%$26MCut$531.6K
Elevance Health Inc Formerly295.9K$86.7M0.4%−$17.2MCut−$134.1M
Brookfield Corp2.1M$83.9M0.4%−$10.5MAdded$3.29M
Jpmorgan Chase & Co.285K$83.8M0.4%−$7.98MCut−$15.2M
Garmin LtdGRMN357.2K$82.9M0.4%$10.3MAdded$11M
Agilent Technologies, Inc.A721.1K$82.2M0.4%−$15.9MCut−$29.4M
Motorola Solutions, Inc.MSI188.1K$81.6M0.4%$9.59MCut−$1.62M
Exelon CorpEXC1.59M$77.9M0.4%$7.91MAdded$8.29M
Tetra Tech Inc New2.32M$69.6M0.4%−$9.27MCut−$12.2M
Ipg Photonics CorpIPGP596.8K$68.6M0.4%$25.7MCut$23.9M
Oneok Inc /New/OKE753.1K$67.8M0.4%$12MCut−$7.87M
Bank New York Mellon Corp550.1K$65.5M0.3%$1.65MCut−$759.1K
Lam Research CorpLRCX297.2K$63.6M0.3%$12.8MCut−$132.8M
Weyerhaeuser Co Mtn BeWY2.59M$62.1M0.3%$0Cut−$3.7M
Eversource EnergyES881.2K$60.8M0.3%$1.76MCut$1.71M
Uber Technologies, IncUBER50M$60.5M0.3%−$3.57MAdded$8.94M
Sempra621.5K$60.3M0.3%$5.59MCut−$6.88M
Bruker Corp1.66M$59.6M0.3%−$12.6MAdded$5.97M
Cameco CorpCCJ544.1K$59.1M0.3%$9.13MCut$459K
Autohome Inc.ATHM3.47M$59M0.3%−$17.1MAdded−$16.2M
Tc Energy Corp911.8K$57.4M0.3%$7.29MCut$527.6K
AbbVie Inc.ABBV262.2K$56.9M0.3%−$2.78MAdded−$767.3K
Micron Technology IncMU162.9K$55.1M0.3%$8.64MCut−$8.77M
Autodesk, Inc.ADSK217.1K$51.9M0.3%−$12.4MCut−$26.4M
Alcon IncALC698.1K$51.5M0.3%−$3.79MAdded$635.1K
Illumina, Inc.ILMN411.7K$50.6M0.3%−$3.29MCut−$5.43M
Mercadolibre IncMELI29K$50.1M0.3%−$8.25MCut−$10.4M
Royal Caribbean Group178.4K$49.1M0.3%−$699.3KAdded$290.1K
Stellantis N.V.STLA7M$48.6M0.3%−$18.2MAdded$100K
Seagate Hdd Cayman9.48M$45M0.2%$13.4MCut$10.7M
lululemon athletica inc.LULU282.7K$43.3M0.2%−$15.2MAdded−$14.3M
Abbott LabsABT407.8K$42M0.2%−$6.2MAdded$6.79M
Alibaba Group Hldg Ltd333.1K$41.6M0.2%−$5.03MAdded$8.02M
Beone Medicines Ltd138.2K$41M0.2%−$908.5KAdded$1.58M
T-Mobile Us Inc189.7K$39.8M0.2%$856.1KAdded$15M
Cenovus Energy Inc.CVE1.48M$39.3M0.2%$14.6MCut−$16.7M
Intercontinental Exchange In249K$39.1M0.2%−$889.5KAdded$10.3M
Cisco Sys Inc490.8K$38.3M0.2%$490.8KCut$376K
Constellation Energy CorpCEG137.1K$38.2M0.2%−$3.21MAdded$23M
Halozyme Therapeutics, Inc.HALO37.1M$38.2M0.2%−$1.84MAdded−$1.57M
Citigroup Inc336.8K$38.1M0.2%−$1.35MCut−$1.56M
Atmos Energy CorpATO201.4K$37.3M0.2%$3.42MCut$2.93M
Lantheus Hldgs Inc30.2M$35.9M0.2%$1.51MHeld
Edison Intl490.3K$35.8M0.2%$6.37MCut$687.4K
Merck & Co., Inc.MRK298K$35.8M0.2%$4.47MCut−$3.22M
Ferrovial Se561.5K$35.7M0.2%−$503KAdded$2.12M
Rivian Automotive Inc36.1M$34.6M0.2%−$5.77MHeld
Capital One Finl Corp189.4K$34.5M0.2%−$11.4MCut−$27.7M
Box Inc37.5M$34.5M0.2%−$1.87MHeld
Diversified Energy CoDEC1.76M$32.5M0.2%$7.72MCut$5.53M
Verizon Communications IncVZ596K$29.8M0.2%$5.02MAdded$6.95M
Manhattan Associates IncMANH212.9K$28.3M0.1%−$8.52MCut−$10.1M
Check Point Software Tech Lt194.8K$27.9M0.1%−$5.74MAdded$3.02M
Adobe Inc.ADBE110K$26.7M0.1%−$11.8MCut−$16.2M
Advanced Energy Inds11.1M$26.5M0.1%$8.51MCut−$2.12M
Teck Resources Ltd495.8K$25.8M0.1%$1.98MCut−$8.6M
Nutanix, Inc.NTNX25.5M$25.8M0.1%−$24MHeld
Mckesson CorpMCK29.4K$25.4M0.1%$1.32MCut−$2.42M
Jazz Investments I Ltd18M$25.3M0.1%$1.44MHeld
Morningstar, Inc.MORN149.8K$25.3M0.1%−$7.19MCut−$8.59M
Kroger CoKR349.5K$25.2M0.1%$3.47MAdded$3.65M
Paypal Hldgs Inc556.8K$25.1M0.1%−$3.56MAdded$9.18M
CARRIER GLOBAL CorpCARR438K$24.5M0.1%$1.31MCut−$10.5M
Progressive Corp122.5K$24.3M0.1%−$3.68MCut−$4.91M
PDD Holdings Inc.PDD236.6K$24.1M0.1%−$2.6MCut−$12.6M
BridgeBio Pharma, Inc.BBIO11.9M$21.4M0.1%−$831.7KAdded$1.84M
Kosmos Energy Ltd.KOS7.03M$21.1M0.1%$14.1MCut$12.4M
Bank America Corp427.8K$21M0.1%−$944.5KAdded$12.3M
Zoetis Inc.ZTS173.6K$20.5M0.1%−$1.39MCut−$14.2M
Tutor Perini CorpTPC262.4K$20.2M0.1%$2.59MAdded$2.82M
3M COMMM137.6K$19.9M0.1%−$2.03MAdded−$1.68M
Alibaba Group Hldg Ltd15.3M$19.3M0.1%−$71MCut−$152M
Hartford Insurance Group Inc142.9K$19.3M0.1%−$428.6KCut−$1.98M
Spirit Aerosystems Inc12.9M$18.9M0.1%New
Rexford Indl Rlty Inc570.9K$18.8M0.1%−$3.43MCut−$15.6M
Johnson & JohnsonJNJ76K$18.5M0.1%$2.81MCut$2.25M
Dell Technologies Inc.DELL113.1K$18.5M0.1%New
Oshkosh CorpOSK125K$18.4M0.1%$2.63MCut$1.09M
Aes CorpAES1.31M$18.3M0.1%$0Cut−$9.92M
Itron, Inc.ITRI18.2M$18.2M0.1%$0Cut−$16.7M
Allstate Corp87.3K$18.1M0.1%−$87.3KCut−$3.83M
Halliburton CoHAL461.5K$18M0.1%$5.08MCut$3.29M
Trip Com Group Ltd17.2M$17.7M0.1%New
Blue Owl Capital Inc1.94M$17.5M0.1%−$11.1MAdded−$10.3M
Southwest Airls Co457.5K$17.4M0.1%−$1.37MCut−$3.33M
Aerovironment IncAVAV17.5M$17.2M0.1%−$1.52MAdded$804.9K
Fmc CorpFMC1M$17M0.1%$2.97MAdded$3.16M
Molson Coors Beverage Co384.4K$16.5M0.1%−$1.33MAdded$950.1K
Ovintiv Inc.OVV278.1K$16.4M0.1%New
Sea LtdSE195.1K$16.2M0.1%New
Insmed IncINSM98.2K$16.1M0.1%New
Humana IncHUM90.7K$15.7M0.1%−$1.16MAdded$12.1M
Intel CorpINTC353.1K$15.5M0.1%$2.47MCut−$1.5M
Axsome Therapeutics, Inc.AXSM91.3K$15.4M0.1%−$1.26MAdded−$1.09M
Everest Group, Ltd.EG46.8K$15.3M0.1%−$477.9KAdded$1.82M
Pfizer IncPFE546.7K$15.3M0.1%$1.64MCut$877.3K
Bofa Fin Llc12.6M$15M0.1%$1.39MHeld
Chevron Corp NewCVX72.2K$14.9M0.1%$3.97MCut−$6.32M
Pony Ai Inc1.64M$14.7M0.1%−$2.66MAdded$8.08M
Comcast Corp New508.1K$14.7M0.1%−$443.9KAdded$1.42M
Globant S.A.GLOB317.9K$14.6M0.1%−$1.89MAdded$8.15M
Pg&E Corp811.7K$14.6M0.1%$1.6MAdded$1.82M
Robinhood Mkts Inc211.2K$14.6M0.1%New
TechnipFMC PLCFTI208.9K$14.4M0.1%New
Kla CorpKLAC9.79K$14.4M0.1%New
Hilton Worldwide Hldgs Inc47.3K$14.4M0.1%$795.3KAdded$948.2K
Popular Inc106.9K$14.3M0.1%$951.7KAdded$1.1M
GE Vernova Inc.GEV16.2K$14.1M0.1%New
Highwoods Pptys Inc673.6K$14.1M0.1%−$3.07MAdded−$1.81M
Mondelez Intl Inc243K$14.1M0.1%$885KAdded$2.14M
Baidu Inc126.4K$14M0.1%−$1.76MAdded$2.49M
NetApp, Inc.NTAP137.4K$14M0.1%New
Ftai Aviation Ltd57.2K$14M0.1%New
Live Nation Entertainment In9.05M$13.8M0.1%$724KHeld
Freightos Ltd6.87M$13.7M0.1%$0Held
Dycom Inds Inc39.4K$13.3M0.1%$38.9KAdded$189.1K
Astronics Corp198.7K$13.3M0.1%New
Gilead Sciences, Inc.GILD95.8K$13.3M0.1%$1.53MCut$709.4K
Flutter Entmt Plc128.3K$13.1M0.1%New
Trip Com Group Ltd261.6K$13.1M0.1%−$4.87MAdded−$2.85M
Texas Roadhouse, Inc.TXRH78K$12.9M0.1%−$78KCut−$459.6K
Deutsche Bank A G445.1K$12.9M0.1%−$177.3KAdded$12.2M
Mobileye Global Inc.MBLY1.83M$12.8M0.1%New
Zimmer Biomet Holdings, Inc.ZBH141.6K$12.7M0.1%$0Added$1.66M
Biomarin Pharmaceutical IncBMRN226.5K$12.7M0.1%−$672.4KAdded−$538.1K
Thomson Reuters Corp137.6K$12.5M0.1%New
Alnylam Pharmaceuticals, Inc.ALNY37.7K$12.5M0.1%New
Ryan Specialty Holdings, Inc.RYAN365.8K$12.4M0.1%New
Workday, Inc.WDAY95.4K$12.4M0.1%New
Wingstop Inc.WING80K$12.4M0.1%New
Voya Financial Inc181.6K$12.3M0.1%−$1.09MCut−$1.28M
Neurocrine Biosciences IncNBIX92.6K$12.2M0.1%−$916KAdded−$789.9K
Roku, IncROKU127K$12.1M0.1%New
Rhythm Pharmaceuticals, Inc.RYTM138.6K$12.1M0.1%−$2.74MAdded−$2.61M
Coca-Cola Europacific Partne131.5K$12M0.1%$0Added$1.33M
Snowflake Inc.SNOW78.7K$11.9M0.1%−$514.6KAdded$10.2M
Veeva Sys Inc67.4K$11.9M0.1%−$144.5KAdded$11.2M
Tarsus Pharmaceuticals, Inc.TARS166.4K$11.6M0.1%New
Schwab Charles Corp120.2K$11.3M0.1%−$585.6KAdded$1.54M
Arcutis Biotherapeutics, Inc.ARQT469.1K$11.3M0.1%New
Polaris Inc.PII202.3K$11.1M0.1%−$1.6MAdded−$1.48M
Waters Corp37.3K$11.1M0.1%New
Nnn Reit, Inc.NNN264.1K$11.1M0.1%$516.1KAdded$769.8K
Ionis Pharmaceuticals IncIONS7.33M$11.1M0.1%−$443KAdded$1.07M
Loma Negra C I A S A Mtn 14988.9K$10.9M0.1%−$1.91MAdded−$1.53M
Kohls CorpKSS820.1K$10.7M0.1%−$5.68MAdded−$5.56M
Universal Display Corp114.6K$10.5M0.1%−$2.83MAdded−$2.72M
Vertex, Inc.VERX12.1M$10.4M0.1%−$1.06MHeld
Silicon Motion Technology CORPSIMO92.2K$10.3M0.1%$1.75MCut−$8.53M
Mosaic Co NewMOS395K$10.3M0.1%$697.3KAdded$1.9M
Vertiv Holdings CoVRT40.8K$10.2M0.1%$3.63MCut$2.9M
Willis Towers Watson PlcWTW35.2K$10.2M0.1%−$1.34MCut−$2.39M
Ke Hldgs Inc678.9K$10.2M0.1%−$654.8KAdded−$293.2K
Insulet CorpPODD48.3K$10.1M0.1%−$3.54MAdded−$3.43M
Irhythm Technologies IncIRTC85.1K$10M0.1%−$4.96MAdded−$4.86M
Stryker CorpSYK30.4K$10M0.1%−$669.3KHeld
Versant Media Group, Inc.VSNT265.1K$9.81M0.1%New
Warner Bros. Discovery, Inc.WBD363.2K$9.81M0.1%−$726.4KCut−$4.2M
Renew Energy Global Plc1.95M$9.74M0.1%−$1.85MAdded−$1.34M
Disney Walt Co98.4K$9.45M0.0%New
Kennametal IncKMT259.5K$9.34M0.0%$2.08MCut−$82.5K
Smurfit Westrock PlcSW232.1K$9.28M0.0%$188.9KAdded$1.92M
Pinterest, Inc.PINS514.6K$9.26M0.0%−$2.71MAdded$459.8K
Qfin Holdings Inc709.2K$9.22M0.0%−$4.21MAdded−$4.11M
Tesla, Inc.TSLA24.6K$9.16M0.0%−$1.76MAdded−$1M
Boston Scientific CorpBSX143.2K$9.02M0.0%−$4.54MAdded−$4.46M
Amkor Technology, Inc.AMKR200.2K$9.01M0.0%$1.2MCut−$2.92M
Fermi Inc.FRMI1.47M$8.83M0.0%−$2.94MCut−$5.62M
Shift4 Pmts Inc9.31M$8.75M0.0%−$186.1KCut−$5.46M
Netflix IncNFLX90.7K$8.71M0.0%$174.5KAdded$508.7K
Owens Corning New80K$8.64M0.0%−$235.7KAdded$2.04M
Aptiv PlcAPTV123.8K$8.54M0.0%−$866.7KHeld
Smithfield Foods IncSFD304.6K$8.53M0.0%$1.19MAdded$4.18M
Best Buy Co IncBBY132.5K$8.48M0.0%−$356.3KAdded$522.1K
Lithium Argentina AgLAR1.21M$8.46M0.0%$1.21MCut$53.3K
Eagle Matls Inc44.6K$8.42M0.0%−$728.7KAdded$41.1K
H World Group Ltd6.23M$8.35M0.0%$436.4KCut−$25.2M
ServiceNow, Inc.NOW77.8K$8.17M0.0%−$3.73MCut−$11.3M
Zscaler, Inc.ZS56.4K$7.9M0.0%−$3.58MAdded−$1.58M
Oracle Corp52.1K$7.66M0.0%−$2.5MCut−$36.2M
Amerisafe IncAMSF225.8K$7.45M0.0%−$1.13MCut−$2.86M
Exxon Mobil Corp43.7K$7.44M0.0%$2.19MCut$1.62M
Tractor Supply Co165.1K$7.43M0.0%−$550.5KAdded$1.92M
Kkr & Co Inc79K$7.35M0.0%−$2.07MAdded−$400K
Revolution Medicines Inc74.7K$7.25M0.0%$1.27MCut$132.9K
Blackstone Secd Lending Fd300K$7.2M0.0%−$600KHeld
Eli Lilly & CoLLY7.79K$7.17M0.0%−$1.21MHeld
General Mtrs Co95.2K$7.14M0.0%−$571.4KCut−$3.64M
Doximity, Inc.DOCS307.9K$7.08M0.0%−$6.34MAdded−$6.2M
Burford Cap Ltd1.65M$7.05M0.0%−$5.56MAdded−$3.57M
Energizer Hldgs Inc New422.5K$6.76M0.0%−$1.37MAdded−$76.4K
Nice Ltd61.3K$6.75M0.0%−$184KHeld
Caterpillar IncCAT9.44K$6.69M0.0%$1.27MHeld
Prologis Inc.50.5K$6.67M0.0%$202.1KCut−$39.1K
Steel Dynamics IncSTLD36.6K$6.59M0.0%$402.7KCut−$373.3K
Vishay Intertechnology IncVSH364.6K$6.56M0.0%$1.46MCut$923K
Travere Therapeutics, Inc.TVTX5.13M$6.52M0.0%−$769.6KHeld
Devon Energy Corp New130.2K$6.51M0.0%$1.69MCut$1.25M
Rockwell Automation, IncROK18K$6.47M0.0%−$540.4KCut−$602.7K
Immunocore Hldgs Plc7.22M$6.42M0.0%−$72.2KHeld
Cognizant Technology Solutio103.1K$6.29M0.0%New
Organon & Co.OGN1M$6.02M0.0%−$992.3KAdded−$926.7K
BlackBerry LtdBB1.98M$5.95M0.0%New
Applied Matls Inc17.3K$5.9M0.0%$1.47MHeld
Marsh & Mclennan Cos Inc32.6K$5.64M0.0%−$424.1KCut−$626.1K
Weride Inc695.6K$5.57M0.0%−$695.6KCut−$1.18M
ConocophillipsCOP41.7K$5.5M0.0%$1.58MCut$1.09M
Walmart Inc.WMT42.4K$5.26M0.0%$551.5KHeld
Whirlpool Corp97.4K$5.26M0.0%−$1.75MCut−$1.97M
Barinthus Biotherapeutics Pl5.2M$5.2M0.0%$0Held
Huntington Bancshares Inc316K$5.06M0.0%New
Advanced Energy Inds15.5K$4.99M0.0%$74.3KAdded$4.86M
Cigna GroupCI18K$4.81M0.0%−$144.3KHeld
Manpowergroup Inc Wis165.6K$4.8M0.0%−$104.9KAdded$1.66M
Apollo Global Mgmt Inc41.8K$4.63M0.0%−$1.24MAdded−$658.3K
Blackstone Inc.BX40K$4.6M0.0%−$1.56MHeld
Deere & CoDE8.17K$4.6M0.0%$792.2KCut$756.8K
Icici Bank Limited174.9K$4.55M0.0%−$699.6KCut−$1.06M
Q2 Hldgs Inc4.55M$4.51M0.0%−$91.1KHeld
REE Automotive Ltd.REEAF4.25M$4.25M0.0%$0Held
Emerson Elec Co30.3K$3.98M0.0%−$60.7KCut−$75.6K
Booking Holdings Inc.BKNG940$3.96M0.0%−$1.08MCut−$1.48M
Reddit, Inc.RDDT28.5K$3.85M0.0%−$2.71MCut−$3.28M
Hutchmed China Ltd255.5K$3.83M0.0%$510.9KCut$464.6K
Patterson Uti Energy IncPTEN346.1K$3.81M0.0%New
Western Alliance Bancorp51.6K$3.66M0.0%−$670.6KCut−$4.7M
Ares Capital CorpARCC200K$3.6M0.0%−$400KHeld
Analog Devices IncADI10.5K$3.35M0.0%$495.1KHeld
Blue Owl Capital Corporation300K$3.3M0.0%−$300KHeld
Colgate Palmolive CoCL38.5K$3.27M0.0%$231.1KCut$186K
Coty Inc.COTY1.57M$3.15M0.0%−$1.56MAdded−$1.54M
Teradyne, IncTER10.5K$3.1M0.0%$1.07MHeld
BILL Holdings, Inc.BILL78.9K$3M0.0%−$1.34MHeld
Palo Alto Networks IncPANW17.1K$2.74M0.0%−$330.4KAdded$205.2K
Home Depot, Inc.HD8.04K$2.65M0.0%−$94.4KAdded$481K
Fiserv IncFISV43.7K$2.44M0.0%−$464.8KAdded−$386.6K
Intuitive Surgical IncISRG5.01K$2.31M0.0%−$526.2KHeld
Simon Ppty Group Inc New12.1K$2.26M0.0%$24KAdded$36.9K
Enphase Energy, Inc.ENPH58.3K$2.21M0.0%$349.6KHeld
Procter And Gamble CoPG15.2K$2.19M0.0%New
Berkshire Hathaway Inc Del4.57K$2.19M0.0%−$109.7KHeld
Arista Networks, Inc.ANET17.5K$2.16M0.0%−$140.2KCut−$13.1M
Southern Co21.8K$2.12M0.0%$218.4KCut$130.1K
Morgan Stanley12.6K$2.08M0.0%−$164.3KHeld
Crowdstrike Hldgs Inc5.3K$2.07M0.0%New
Pepsico IncPEP12.9K$1.99M0.0%$141.5KHeld
Alphabet Inc6.72K$1.93M0.0%−$181.4KCut−$409.6K
Goldman Sachs Group Inc2.25K$1.91M0.0%−$74.3KCut−$235.2K
RTX CorpRTX9.75K$1.88M0.0%New
Metlife Inc26.5K$1.88M0.0%−$138.7KAdded$509K
S&P Global Inc.SPGI4.33K$1.84M0.0%−$424.8KCut−$493.3K
International Business Machs7.13K$1.73M0.0%−$315.7KAdded−$5.25K
Us Bancorp Del32.6K$1.7M0.0%−$32.6KHeld
Ferrari N.V.RACE4.99K$1.69M0.0%−$159.6KHeld
NXP Semiconductors N.V.NXPI8.53K$1.68M0.0%−$170.7KCut−$14.7M
Palantir Technologies Inc.PLTR11.5K$1.68M0.0%−$133.3KAdded$938.6K
Magna Intl Inc29.8K$1.67M0.0%$89.3KCut−$1.63M
Texas Instrs Inc8.22K$1.6M0.0%$172.7KHeld
Biogen Inc.BIIB8.59K$1.57M0.0%$60.2KHeld
Bright Horizons Fam Sol In D18.8K$1.54M0.0%−$356.5KCut−$66.1M
Ormat Technologies, Inc.ORA13.5K$1.51M0.0%$26.9KHeld
Costco Whsl Corp New1.45K$1.44M0.0%$193.6KHeld
Ge Aerospace5.06K$1.44M0.0%−$121.5KHeld
Baker Hughes Company21.8K$1.33M0.0%New
Honeywell Intl Inc5.53K$1.25M0.0%$171.4KHeld
Slb Limited/NvSLB24.2K$1.24M0.0%New
Arbe Robotics Ltd1.22M$1.22M0.0%$0Held
First Solar, Inc.FSLR5.78K$1.14M0.0%−$369.6KHeld
BridgeBio Pharma, Inc.BBIO15K$1.11M0.0%−$30.1KHeld
Cvs Health CorpCVS15.4K$1.11M0.0%−$88KAdded$112.3K
Ionis Pharmaceuticals IncIONS14.4K$1.08M0.0%−$57.7KHeld
Ecolab Inc.ECL4.03K$1.07M0.0%$12.1KCut−$18.7K
Starbucks CorpSBUX11.4K$1.03M0.0%$68.7KCut−$921.7K
Atlassian CorpTEAM15K$1.02M0.0%New
Advanced Micro Devices IncAMD4.85K$985.4K0.0%−$31.3KAdded$375.7K
Target CorpTGT8.08K$977.3K0.0%$185.8KHeld
Welltower Inc.WELL4.79K$947.6K0.0%$57KAdded$63.8K
Mesoblast Ltd59.1K$886.5K0.0%New
Klaviyo, Inc.KVYO42.8K$813.5K0.0%−$556.6KHeld
Roper Technologies IncROP2.05K$724.3K0.0%New
Axon Enterprise, Inc.AXON1.65K$701.7K0.0%−$236.1KCut−$3.02M
Echostar CorpECHO5.62K$658K0.0%New
Autoliv IncALV5.24K$549.8K0.0%−$73.3KHeld
Iron Mtn Inc Del5.19K$529.7K0.0%$94.3KAdded$117.8K
Realty Income CorpO8.46K$515.9K0.0%$21KAdded$281.1K
Progyny, Inc.PGNY28.1K$477.4K0.0%−$252.7KCut−$274.8K
Vici Pptys Inc15.4K$415.9K0.0%−$14.7KAdded$3.69K
Veralto CorpVLTO4.57K$401.8K0.0%−$50.4KAdded−$18.2K
Xylem Inc.XYL3.23K$387.5K0.0%−$47.3KAdded−$14.3K
Sunrun Inc.RUN27.7K$387.2K0.0%−$110.6KHeld
Yum China Hldgs Inc7.83K$383.5K0.0%$7.83KHeld
Edwards Lifesciences CorpEW4.66K$372.9K0.0%−$23.3KHeld
Darling Ingredients Inc.DAR5.77K$357.7K0.0%$150KHeld
Advanced Drain Sys Inc Del2.22K$303.9K0.0%−$17.7KHeld
Masimo Corp1.62K$288.9K0.0%$77.9KHeld
Entergy Corp New2.48K$278K0.0%$34.6KAdded$118.7K
Digital Rlty Tr Inc1.51K$271.3K0.0%$36KAdded$48.1K
Ventas, Inc.VTR3.29K$269.8K0.0%$15.7KAdded$27.7K
OUTFRONT Media Inc.OUT9.59K$258.8K0.0%New
Equity ResidentialEQR4.29K$253.1K0.0%New
Cto Rlty Growth Inc New13.9K$250.1K0.0%New
Ryman Hospitality Pptys Inc2.69K$247.4K0.0%New
CubesmartCUBE6.65K$246.1K0.0%$6.26KAdded$20.6K
UDR, Inc.UDR7.22K$245.6K0.0%New
American Healthcare REIT, Inc.AHR5.19K$244.1K0.0%$0Added$10.8K
Public Storage Oper Co889$240.9K0.0%$9.17KAdded$24.1K
Gladstone Commercial Corp21.7K$238.4K0.0%New
Trimble Inc.TRMB3.66K$237.9K0.0%−$47.6KHeld
Epr Pptys4.65K$232.4K0.0%New
Umh Pptys Inc16.3K$227.7K0.0%New
Mid-Amer Apt Cmntys Inc1.82K$222.2K0.0%−$29.9KAdded−$22.1K
Invitation Homes Inc.INVH8.87K$221.8K0.0%−$25.4KAdded−$15.6K
Dominion Energy, IncD3.29K$204.2K0.0%$9.88KHeld
American Homes 4 Rent7.21K$201.9K0.0%−$27.6KAdded−$18.6K
Ptc Inc.PTC1.35K$192K0.0%−$26.3KAdded$48.8K
Nextpower Inc.NXT1.51K$182.2K0.0%New
Union Pac Corp645$156.7K0.0%$7.74KCut−$7.51K
Lyondellbasell Industries N1.92K$155.8K0.0%New
Power Solutions Intl Inc2.25K$137.5K0.0%New
Trex Co IncTREX3.51K$126.4K0.0%$3.51KHeld
Itron, Inc.ITRI1.31K$118.2K0.0%−$2.86KAdded$29.4K
Freightos Ltd495K$74.7K0.0%$693Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.