MondegarAI
M&G Plc

Q1 2026 · 13F-HR

M&G Plcholdings as filed

Filed 2026-05-13 · accession 0001193125-26-220581

$19.36B
Reported value
380
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · M&G Plc · Q1 2026

AI · grounded in 13F

M&G Plc established a new position in AMCR valued at $1.01B. The fund also opened a new stake in AZN worth $816.77M. Additionally, the manager increased its holdings in INTU by 331.18% and AVGO by 49.96%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$1.06B5.47%2,861,372CommonSOLE
G0250X149AMCRAMCOR PLC$1.01B5.20%25,183,844CommonSOLE
G0593M107AZNASTRAZENECA PLC$816.8M4.22%4,204,199CommonSOLE
59151K108MEOHMETHANEX CORP$747.2M3.86%12,453,376CommonSOLE
30303M102METAMETA PLATFORMS INC$532.5M2.75%930,993CommonSOLE
02079K305GOOGLALPHABET INC$465.3M2.40%1,615,529CommonSOLE
918204108VFCV F CORP$438.4M2.26%25,786,464CommonSOLE
65339F101NEENEXTERA ENERGY INC$375.2M1.94%4,034,446CommonSOLE
11135F101AVGOBROADCOM INC$368.3M1.90%1,187,993CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$351.6M1.82%5,764,140CommonSOLE
949746101WMT2WELLS FARGO & CO$312.5M1.61%3,906,676CommonSOLE
G5960L103MDTMEDTRONIC PLC$292.3M1.51%3,359,670CommonSOLE
F92124100TTETOTALENERGIES SE$292.0M1.51%3,118,948CommonSOLE
037833100AAPLAPPLE INC$278.0M1.44%1,094,595CommonSOLE
29444U700EQIXEQUINIX INC$277.2M1.43%282,809CommonSOLE
92826C839VVISA INC$263.8M1.36%873,350CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$262.1M1.35%2,000,914CommonNONE
67066G104NVDANVIDIA CORPORATION$254.1M1.31%1,460,195CommonSOLE
760759100RSGREPUBLIC SVCS INC$250.5M1.29%1,143,610CommonNONE
44332N106HTHTH WORLD GROUP LTD$233.9M1.21%4,677,290CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$229.7M1.19%847,584CommonSOLE
351858105FNVFRANCO NEV CORP$220.1M1.14%889,974CommonSOLE
747525103QCOMQUALCOMM INC$216.0M1.12%1,674,676CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$213.5M1.10%1,078,492CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$212.9M1.10%14,172,252CommonSOLE
278642103EBAYEBAY INC.$204.4M1.06%2,246,015CommonNONE
12572Q105CMECME GROUP INC$201.8M1.04%684,081CommonSOLE
H42097107UBSUBS GROUP AG$193.2M1.00%4,980,760CommonSOLE
03027X100AMTAMERICAN TOWER CORP$193.0M1.00%1,115,542CommonSOLE
871607107SNPSSYNOPSYS INC$188.6M0.97%476,285CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$185.3M0.96%376,718CommonNONE
461202103INTUINTUIT$179.7M0.93%415,944CommonSOLE
548661107LOWLOWES COS INC$178.0M0.92%754,374CommonSOLE
464286822EWWISHARES INC$169.8M0.88%2,257,723CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$168.8M0.87%1,548,714CommonSOLE
40415F101HDBHDFC BANK LTD$163.6M0.85%6,544,365CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$157.8M0.82%805,341CommonNONE
031162100AMGNAMGEN INC$154.6M0.80%439,063CommonSOLE
682189105ONON SEMICONDUCTOR CORP$153.0M0.79%2,467,162CommonNONE
058498106BALLBALL CORP$142.6M0.74%2,417,014CommonSOLE
023135106AMZNAMAZON COM INC$139.7M0.72%671,420CommonSOLE
075887109BDXBECTON DICKINSON & CO$138.6M0.72%883,053CommonNONE
16411R208LNGCHENIERE ENERGY INC$132.7M0.69%467,428CommonSOLE
126408103CSXCSX CORP$132.4M0.68%3,230,134CommonSOLE
29250N105ENBENBRIDGE INC$131.8M0.68%2,444,759CommonSOLE
49177J102KVUEKENVUE INC$128.8M0.67%7,579,318CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$122.3M0.63%361,809CommonSOLE
025816109AXPAMERICAN EXPRESS CO$116.8M0.60%386,758CommonSOLE
553498106MSAMSA SAFETY INC$114.5M0.59%698,002CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$105.7M0.55%777,173CommonSOLE
G54950103LINLINDE PLC$105.0M0.54%211,771CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$104.0M0.54%2,810,658CommonSOLE
79466L302CRMSALESFORCE INC$96.7M0.50%517,317CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$95.4M0.49%190,750CommonSOLE
460146103IPINTERNATIONAL PAPER CO$90.2M0.47%2,559,390CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$87.0M0.45%221,909CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$86.7M0.45%295,942CommonSOLE
11271J107BNBROOKFIELD CORP$83.9M0.43%2,098,614CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$83.8M0.43%284,971CommonSOLE
H2906T109GRMNGARMIN LTD$82.9M0.43%357,219CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$82.2M0.42%721,114CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$81.6M0.42%188,125CommonSOLE
30161N101EXCEXELON CORP$77.9M0.40%1,589,929CommonSOLE
88162G103TTEKTETRA TECH INC NEW$69.6M0.36%2,318,534CommonNONE
44980X109IPGPIPG PHOTONICS CORP$68.6M0.35%596,812CommonNONE
682680103OKEONEOK INC NEW$67.8M0.35%753,104CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$65.5M0.34%550,102CommonSOLE
512807306LRCXLAM RESEARCH CORP$63.6M0.33%297,231CommonSOLE
962166104WYWEYERHAEUSER CO$62.1M0.32%2,586,141CommonSOLE
30040W108ESEVERSOURCE ENERGY$60.8M0.31%881,205CommonSOLE
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$60.5M0.31%49,978,000CommonSOLE
816851109SRESEMPRA$60.3M0.31%621,499CommonSOLE
116794108BRKRBRUKER CORP$59.6M0.31%1,655,672CommonSOLE
13321L108CCJCAMECO CORP$59.1M0.31%544,119CommonSOLE
05278C107ATHMAUTOHOME INC$59.0M0.30%3,473,398CommonSOLE
87807B107TRPTC ENERGY CORP$57.4M0.30%911,849CommonSOLE
00287Y109ABBVABBVIE INC$56.9M0.29%262,231CommonSOLE
595112103MUMICRON TECHNOLOGY INC$55.1M0.28%162,948CommonSOLE
052769106ADSKAUTODESK INC$51.9M0.27%217,096CommonNONE
H01301128ALCALCON AG$51.5M0.27%698,079CommonSOLE
452327109ILMNILLUMINA INC$50.6M0.26%411,675CommonNONE
58733R102MELIMERCADOLIBRE INC$50.1M0.26%28,952CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$49.1M0.25%178,423CommonSOLE
N82405106STLASTELLANTIS N.V$48.6M0.25%7,003,080CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$45.0M0.23%9,479,000CommonSOLE
550021109LULULULULEMON ATHLETICA INC$43.3M0.22%282,749CommonSOLE
002824100ABTABBOTT LABORATORIES$42.0M0.22%407,784CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$41.6M0.22%333,056CommonSOLE
07725L102ONCBEONE MEDICINES LTD$41.0M0.21%138,163CommonSOLE
872590104TMUST-MOBILE US INC$39.8M0.21%189,705CommonSOLE
15135U109CVECENOVUS ENERGY INC$39.3M0.20%1,478,058CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$39.1M0.20%248,974CommonSOLE
17275R102CSCOCISCO SYS INC$38.3M0.20%490,784CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$38.2M0.20%137,088CommonSOLE
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$38.2M0.20%37,103,000CommonSOLE
172967424CCITIGROUP INC$38.1M0.20%336,807CommonSOLE
049560105ATOATMOS ENERGY CORP$37.3M0.19%201,418CommonSOLE
516544AB9LNTH 2.625 12/15/27LANTHEUS HLDGS INC$35.9M0.19%30,186,000CommonSOLE
281020107EIXEDISON INTL$35.8M0.18%490,315CommonSOLE
58933Y105MRKMERCK & CO INC$35.8M0.18%298,044CommonSOLE
N3168P101FERFERROVIAL SE$35.7M0.18%561,513CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$34.6M0.18%36,053,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$34.5M0.18%189,403CommonSOLE
10316TAD6BOX 1.5 09/15/29BOX INC$34.5M0.18%37,455,000CommonSOLE
25520W107DECDIVERSIFIED ENERGY CO$32.5M0.17%1,759,706CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$29.8M0.15%595,953CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$28.3M0.15%212,921CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$27.9M0.14%194,812CommonSOLE
00724F101ADBEADOBE INC$26.7M0.14%110,041CommonSOLE
007973AE0AEIS 2.5 09/15/28ADVANCED ENERGY INDS$26.5M0.14%11,052,000CommonSOLE
878742204TECKTECK RESOURCES LTD$25.8M0.13%495,769CommonSOLE
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$25.8M0.13%25,512,000CommonSOLE
58155Q103MCKMCKESSON CORP$25.4M0.13%29,365CommonSOLE
472145AH4JAZZ 3.125 09/15/30JAZZ INVESTMENTS I LTD$25.3M0.13%17,957,000CommonSOLE
617700109MORNMORNINGSTAR INC$25.3M0.13%149,783CommonSOLE
501044101KRKROGER CO$25.2M0.13%349,465CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$25.1M0.13%556,768CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$24.5M0.13%438,019CommonSOLE
743315103PGRPROGRESSIVE CORP$24.3M0.13%122,519CommonSOLE
722304102PDDPDD HOLDINGS INC$24.1M0.12%236,634CommonSOLE
10806XAB8BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC$21.4M0.11%11,879,000CommonSOLE
500688106KOSKOSMOS ENERGY LTD$21.1M0.11%7,031,872CommonSOLE
060505104BACBANK AMERICA CORP$21.0M0.11%427,833CommonSOLE
98978V103ZTSZOETIS INC$20.5M0.11%173,608CommonSOLE
901109108TPCTUTOR PERINI CORP$20.2M0.10%262,357CommonSOLE
88579Y101MMM3M CO$19.9M0.10%137,559CommonSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$19.3M0.10%15,343,000CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$19.3M0.10%142,860CommonSOLE
85205TAQ3SPR 3.25 11/01/28SPIRIT AEROSYSTEMS INC$18.9M0.10%12,924,000CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$18.8M0.10%570,915CommonSOLE
478160104JNJJOHNSON & JOHNSON$18.5M0.10%76,011CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$18.5M0.10%113,058CommonSOLE
688239201OSKOSHKOSH CORP$18.4M0.09%125,040CommonSOLE
00130H105AESAES CORP$18.3M0.09%1,306,173CommonSOLE
465741AQ9ITRI 1.375 07/15/30ITRON INC$18.2M0.09%18,161,000CommonSOLE
020002101ALLALLSTATE CORP$18.1M0.09%87,268CommonSOLE
406216101HALHALLIBURTON CO$18.0M0.09%461,545CommonSOLE
89677QAB3TCOM 0.75 06/15/29TRIP COM GROUP LTD$17.7M0.09%17,226,000CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$17.5M0.09%1,942,998CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$17.4M0.09%457,469CommonSOLE
008073AA6AVAV 0 07/15/30AEROVIRONMENT INC$17.2M0.09%17,547,000CommonSOLE
302491303FMCFMC CORP$17.0M0.09%1,000,411CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$16.5M0.09%384,404CommonSOLE
69047Q102OVVOVINTIV INC$16.4M0.08%278,068CommonSOLE
81141R100SESEA LTD$16.2M0.08%195,140CommonSOLE
457669307INSMINSMED INC$16.1M0.08%98,221CommonSOLE
444859102HUMHUMANA INC$15.7M0.08%90,712CommonSOLE
458140100INTCINTEL CORP$15.5M0.08%353,061CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC.$15.4M0.08%91,339CommonSOLE
G3223R108EGEVEREST GROUP LTD$15.3M0.08%46,843CommonSOLE
717081103PFEPFIZER INC$15.3M0.08%546,673CommonSOLE
09709UV70BAC 0.6 05/25/27 MTNBOFA FIN LLC$15.0M0.08%12,620,000CommonSOLE
166764100CVXCHEVRON CORPORATION$14.9M0.08%72,212CommonSOLE
732908108PONYPONY AI INC$14.7M0.08%1,638,326CommonSOLE
20030N101CMCSACOMCAST CORP NEW$14.7M0.08%508,119CommonSOLE
L44385109GLOBGLOBANT S A$14.6M0.08%317,897CommonSOLE
69331C108PCGPG&E CORP$14.6M0.08%811,744CommonSOLE
770700102HOODROBINHOOD MKTS INC$14.6M0.08%211,202CommonSOLE
G87110105FTITECHNIPFMC PLC$14.4M0.07%208,876CommonSOLE
482480100KLACKLA CORP$14.4M0.07%9,790CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$14.4M0.07%47,283CommonSOLE
733174700BPOPPOPULAR INC$14.3M0.07%106,873CommonSOLE
36828A101GEVGE VERNOVA INC$14.1M0.07%16,205CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$14.1M0.07%673,617CommonSOLE
609207105MDLZMONDELEZ INTL INC$14.1M0.07%242,956CommonSOLE
056752108BIDUBAIDU INC$14.0M0.07%126,402CommonSOLE
64110D104NTAPNETAPP INC$14.0M0.07%137,421CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$14.0M0.07%57,151CommonSOLE
538034BA6LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN$13.8M0.07%9,050,000CommonSOLE
G51405101CRGOFREIGHTOS LTD$13.7M0.07%6,871,094CommonSOLE
267475101DYDYCOM INDS INC$13.3M0.07%39,360CommonSOLE
046433108ATROASTRONICS CORP$13.3M0.07%198,707CommonSOLE
375558103GILDGILEAD SCIENCES INC$13.3M0.07%95,757CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$13.1M0.07%128,271CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$13.1M0.07%261,593CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$12.9M0.07%78,002CommonSOLE
D18190898DBDEUTSCHE BK AG$12.9M0.07%445,054CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$12.8M0.07%1,825,912CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$12.7M0.07%141,610CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$12.7M0.07%226,541CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$12.5M0.06%137,596CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$12.5M0.06%37,656CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$12.4M0.06%365,841CommonSOLE
98138H101WDAYWORKDAY INC$12.4M0.06%95,416CommonSOLE
974155103WINGWINGSTOP INC$12.4M0.06%79,995CommonSOLE
929089100VOYAVOYA FINANCIAL INC$12.3M0.06%181,554CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$12.2M0.06%92,554CommonSOLE
77543R102ROKUROKU INC$12.1M0.06%127,026CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$12.1M0.06%138,567CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$12.0M0.06%131,481CommonSOLE
833445109SNOWSNOWFLAKE INC$11.9M0.06%78,665CommonSOLE
922475108VEEVVEEVA SYS INC$11.9M0.06%67,418CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$11.6M0.06%166,364CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$11.3M0.06%120,181CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$11.3M0.06%469,082CommonSOLE
731068102PIIPOLARIS INC$11.1M0.06%202,253CommonSOLE
941848103WATWATERS CORP$11.1M0.06%37,326CommonSOLE
637417106NNNNNN REIT INC$11.1M0.06%264,079CommonSOLE
462222AF7IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC$11.1M0.06%7,331,000CommonSOLE
54150E104LOMALOMA NEGRA C I A S A MTN 14$10.9M0.06%988,869CommonSOLE
500255104KSSKOHLS CORP$10.7M0.06%820,089CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$10.5M0.05%114,616CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$10.5M0.05%26,800PUTSOLE
92538JAB2VERX 0.75 05/01/29VERTEX INC$10.4M0.05%12,085,000CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$10.3M0.05%92,229CommonSOLE
61945C103MOSMOSAIC CO$10.3M0.05%394,962CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$10.2M0.05%40,810CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$10.2M0.05%35,153CommonSOLE
482497104BEKEKE HLDGS INC$10.2M0.05%678,906CommonSOLE
45784P101PODDINSULET CORP$10.1M0.05%48,316CommonSOLE
450056106IRTCIRHYTHM HOLDINGS INC$10.0M0.05%85,062CommonSOLE
863667101SYKSTRYKER CORPORATION$10.0M0.05%30,424CommonSOLE
925283103VSNTVERSANT MEDIA GROUP INC$9.8M0.05%265,104CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$9.8M0.05%363,201CommonSOLE
G7500M104RNWRENEW ENERGY GLOBAL PLC$9.7M0.05%1,947,106CommonSOLE
254687106DISDISNEY WALT CO$9.4M0.05%98,418CommonSOLE
489170100KMTKENNAMETAL INC$9.3M0.05%259,545CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$9.3M0.05%232,071CommonSOLE
72352L106PINSPINTEREST INC$9.3M0.05%514,588CommonSOLE
88557W101QFINQFIN HOLDINGS INC$9.2M0.05%709,248CommonSOLE
88160R101TSLATESLA INC$9.2M0.05%24,625CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$9.0M0.05%143,246CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$9.0M0.05%200,182CommonSOLE
314911108FRMIFERMI INC$8.8M0.05%1,471,157CommonSOLE
82452JAD1FOUR 0.5 08/01/27SHIFT4 PMTS INC$8.7M0.05%9,306,000CommonSOLE
64110L106NFLXNETFLIX INC.$8.7M0.04%90,725CommonSOLE
690742101OCOWENS CORNING NEW$8.6M0.04%80,009CommonSOLE
G3265R107APTVAPTIV PLC$8.5M0.04%123,820CommonSOLE
832248207SFDSMITHFIELD FOODS INC$8.5M0.04%304,608CommonSOLE
086516101BBYBEST BUY INC$8.5M0.04%132,479CommonSOLE
H5012F103LARLITHIUM ARGENTINA AG$8.5M0.04%1,208,661CommonSOLE
26969P108EXPEAGLE MATLS INC$8.4M0.04%44,555CommonSOLE
44332NAB2HTHT 3 05/01/26H WORLD GROUP LTD$8.4M0.04%6,234,000CommonSOLE
81762P102NOWSERVICENOW INC$8.2M0.04%77,765CommonSOLE
98980G102ZSZSCALER INC$7.9M0.04%56,413CommonSOLE
68389X105ORCLORACLE CORP$7.7M0.04%52,078CommonSOLE
03071H100AMSFAMERISAFE INC$7.5M0.04%225,786CommonSOLE
30231G102XOMEXXON MOBIL CORP$7.4M0.04%43,739CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$7.4M0.04%165,064CommonSOLE
48251W104KKRKKR & CO INC$7.3M0.04%79,000CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$7.2M0.04%74,733CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$7.2M0.04%300,000CommonSOLE
532457108LLYELI LILLY & CO$7.2M0.04%7,792CommonSOLE
37045V100GMGENERAL MTRS CO$7.1M0.04%95,239CommonSOLE
26622P107DOCSDOXIMITY INC$7.1M0.04%307,950CommonSOLE
G17977110BURBURFORD CAPITAL LIMITED$7.0M0.04%1,653,449CommonSOLE
29272W109ENRENERGIZER HLDGS INC$6.8M0.03%422,522CommonSOLE
653656108NICENICE LTD$6.7M0.03%61,337CommonSOLE
149123101CATCATERPILLAR INC$6.7M0.03%9,444CommonSOLE
74340W103PLDPROLOGIS INC.$6.7M0.03%50,533CommonSOLE
858119100STLDSTEEL DYNAMICS INC$6.6M0.03%36,611CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$6.6M0.03%364,586CommonSOLE
89422GAA5TVTX 2.25 03/01/29TRAVERE THERAPEUTICS INC$6.5M0.03%5,131,000CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$6.5M0.03%130,235CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$6.5M0.03%18,014CommonSOLE
45258DAB1IMCR 2.5 02/01/30IMMUNOCORE HLDGS PLC$6.4M0.03%7,219,000CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$6.3M0.03%103,143CommonSOLE
68622V106OGNORGANON & CO$6.0M0.03%1,003,250CommonSOLE
09228F103BBBLACKBERRY LTD$5.9M0.03%1,983,230CommonSOLE
038222105AMATAPPLIED MATLS INC$5.9M0.03%17,265CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$5.6M0.03%32,620CommonSOLE
950915108WRDWERIDE INC$5.6M0.03%695,628CommonSOLE
20825C104COPCONOCOPHILLIPS$5.5M0.03%41,690CommonSOLE
931142103WMTWALMART INC$5.3M0.03%42,424CommonSOLE
963320106WHRWHIRLPOOL CORP$5.3M0.03%97,363CommonSOLE
91864C107BRNSBARINTHUS BIOTHERAPEUTICS PL$5.2M0.03%5,197,349CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$5.1M0.03%316,027CommonSOLE
007973100AEISADVANCED ENERGY INDS$5.0M0.03%15,459CommonSOLE
125523100CITHE CIGNA GROUP$4.8M0.02%18,033CommonSOLE
007973100AEISADVANCED ENERGY INDS$4.8M0.02%14,900PUTSOLE
56418H100MANMANPOWERGROUP INC WIS$4.8M0.02%165,597CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$4.6M0.02%41,750CommonSOLE
09260D107BXBLACKSTONE INC$4.6M0.02%40,000CommonSOLE
244199105DEDEERE & CO$4.6M0.02%8,167CommonSOLE
45104G104IBNICICI BANK LIMITED$4.5M0.02%174,902CommonSOLE
74736LAD1QTWO 0.75 06/01/26Q2 HLDGS INC$4.5M0.02%4,553,000CommonSOLE
M8287R202REEREE AUTOMOTIVE LTD$4.2M0.02%4,248,429CommonSOLE
291011104EMREMERSON ELEC CO$4.0M0.02%30,347CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.0M0.02%940CommonSOLE
75734B100RDDTREDDIT INC$3.9M0.02%28,541CommonSOLE
44842L103HCMHUTCHMED CHINA LTD$3.8M0.02%255,468CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$3.8M0.02%346,102CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$3.7M0.02%51,583CommonSOLE
82452J109FOURSHIFT4 PMTS INC$3.7M0.02%83,000CALLSOLE
04010L103ARCCARES CAPITAL CORP$3.6M0.02%200,000CommonSOLE
032654105ADIANALOG DEVICES INC$3.4M0.02%10,535CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$3.3M0.02%300,000CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$3.3M0.02%38,509CommonSOLE
222070203COTYCOTY INC$3.1M0.02%1,574,993CommonSOLE
880770102TERTERADYNE INC$3.1M0.02%10,483CommonSOLE
090043100BILLBILL HOLDINGS INC$3.0M0.02%78,904CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.7M0.01%17,116CommonSOLE
437076102HDHOME DEPOT INC$2.6M0.01%8,045CommonSOLE
337738108FISVFISERV INC$2.4M0.01%43,651CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.3M0.01%5,011CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2.3M0.01%12,066CommonSOLE
29355A107ENPHENPHASE ENERGY INC$2.2M0.01%58,271CommonSOLE
742718109PGPROCTER & GAMBLE CO$2.2M0.01%15,204CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M0.01%4,569CommonSOLE
040413205ANETARISTA NETWORKS INC$2.2M0.01%17,523CommonSOLE
842587107SOSOUTHERN CO$2.1M0.01%21,837CommonSOLE
617446448MSMORGAN STANLEY$2.1M0.01%12,635CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.1M0.01%5,298CommonSOLE
713448108PEPPEPSICO INC$2.0M0.01%12,867CommonSOLE
02079K107GOOGALPHABET INC$1.9M0.01%6,717CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.9M0.01%2,253CommonSOLE
75513E109RTXRTX CORPORATION$1.9M0.01%9,750CommonSOLE
59156R108METMETLIFE INC$1.9M0.01%26,461CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.8M0.01%4,335CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.7M0.01%7,130CommonSOLE
902973304USBUS BANCORP$1.7M0.01%32,634CommonSOLE
N3167Y103RACEFERRARI N V$1.7M0.01%4,986CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.7M0.01%8,533CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.7M0.01%11,508CommonSOLE
559222401MGAMAGNA INTL INC$1.7M0.01%29,773CommonSOLE
882508104TXNTEXAS INSTRS INC$1.6M0.01%8,223CommonSOLE
09062X103BIIBBIOGEN INC$1.6M0.01%8,593CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$1.5M0.01%18,761CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$1.5M0.01%13,451CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.4M0.01%1,445CommonSOLE
369604301GEGE AEROSPACE$1.4M0.01%5,063CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.3M0.01%21,830CommonSOLE
438516106HONHONEYWELL INTL INC$1.2M0.01%5,528CommonSOLE
806857108SLBSLB LIMITED$1.2M0.01%24,231CommonSOLE
M1R95N100ARBEARBE ROBOTICS LTD$1.2M0.01%1,219,379CommonSOLE
336433107FSLRFIRST SOLAR INC$1.1M0.01%5,775CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$1.1M0.01%15,041CommonSOLE
126650100CVSCVS HEALTH CORP$1.1M0.01%15,356CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$1.1M0.01%14,423CommonSOLE
278865100ECLECOLAB INC$1.1M0.01%4,033CommonSOLE
855244109SBUXSTARBUCKS CORP$1.0M0.01%11,445CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1.0M0.01%14,986CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$985,3620.01%4,854CommonSOLE
87612E106TGTTARGET CORP$977,3170.01%8,077CommonSOLE
95040Q104WELLWELLTOWER INC$947,6280.00%4,786CommonSOLE
590717401MESOMESOBLAST LTD$886,5000.00%59,100CommonSOLE
49845K101KVYOKLAVIYO INC$813,5420.00%42,818CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$724,2840.00%2,046CommonSOLE
05464C101AXONAXON ENTERPRISE INC$701,6750.00%1,651CommonSOLE
278768106SATSECHOSTAR CORP$658,0080.00%5,624CommonSOLE
052800109ALVAUTOLIV INC$549,7800.00%5,236CommonSOLE
46284V101IRMIRON MTN INC DEL$529,6860.00%5,193CommonSOLE
756109104OREALTY INCOME CORP$515,8770.00%8,457CommonSOLE
74340E103PGNYPROGYNY INC$477,3940.00%28,082CommonSOLE
925652109VICIVICI PPTYS INC$415,8810.00%15,403CommonSOLE
92338C103VLTOVERALTO CORP$401,8080.00%4,566CommonSOLE
98419M100XYLXYLEM INC$387,4800.00%3,229CommonSOLE
86771W105RUNSUNRUN INC$387,1700.00%27,655CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$383,4740.00%7,826CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$372,8800.00%4,661CommonSOLE
237266101DARDARLING INGREDIENTS INC$357,7400.00%5,770CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$303,8660.00%2,218CommonSOLE
574795100MASIMASIMO CORP$288,8940.00%1,623CommonSOLE
29364G103ETRENTERGY CORP NEW$277,9840.00%2,482CommonSOLE
253868103DLRDIGITAL RLTY TR INC$271,2600.00%1,507CommonSOLE
92276F100VTRVENTAS INC$269,7800.00%3,290CommonSOLE
69007J304OUTOUTFRONT MEDIA INC$258,8220.00%9,586CommonSOLE
29476L107EQREQUITY RESIDENTIAL$253,0510.00%4,289CommonSOLE
22948Q101CTOCTO RLTY GROWTH INC NEW$250,0920.00%13,894CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$247,3880.00%2,689CommonSOLE
229663109CUBECUBESMART$246,1240.00%6,652CommonSOLE
902653104UDRUDR INC$245,5820.00%7,223CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$244,0710.00%5,193CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$240,9190.00%889CommonSOLE
376536108GOODGLADSTONE COMMERCIAL CORP$238,3590.00%21,669CommonSOLE
896239100TRMBTRIMBLE INC$237,9000.00%3,660CommonSOLE
26884U109EPREPR PPTYS$232,4500.00%4,649CommonSOLE
903002103UMHUMH PPTYS INC$227,6820.00%16,263CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$222,1620.00%1,821CommonSOLE
46187W107INVHINVITATION HOMES INC$221,8500.00%8,874CommonSOLE
25746U109DDOMINION ENERGY INC$204,1660.00%3,293CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$201,9360.00%7,212CommonSOLE
69370C100PTCPTC INC$191,9840.00%1,352CommonSOLE
06529E105NEXTPOWER INC$182,2260.00%1,506CommonSOLE
907818108UNPUNION PAC CORP$156,7350.00%645CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$155,7630.00%1,923CommonSOLE
73933G202PSIXPOWER SOLUTIONS INTL INC$137,4940.00%2,254CommonSOLE
89531P105TREXTREX INC$126,3960.00%3,511CommonSOLE
465741106ITRIITRON INC$118,1700.00%1,313CommonSOLE
G51405119CRGOWFREIGHTOS LTD$74,7450.00%495,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.