M&G Plc Q2 2024 Filing

Filed July 16, 2024

Portfolio Value

$25.4B

Holdings

393

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (393 positions)

#StockSharesValue% PortfolioType
1
FERGFERGUSON PLC NEW
222,986$4.3T16944.49%
2
DECDIVERSIFIED ENERGY COMPANY P
1,715,623$2.3T8985.03%
3
IDCC 3.5 06/01/27INTERDIGITAL INC
7,162,000$2.0T7939.33%
4
BURBURFORD CAP LTD
1,133,895$1.5T5768.74%
5
MSFTMICROSOFT CORP
1,770,567$791.4B3121.81%
6
MEOHMETHANEX CORP
13,026,556$625.3B2466.37%
7
AVGOBROADCOM INC
347,364$557.9B2200.48%
8
AMCRAMCOR PLC
47,164,358$471.6B1860.38%
9
BMYBRISTOL-MYERS SQUIBB CO
9,751,027$409.5B1615.43%
10
GOOGLALPHABET INC
2,105,856$383.3B1511.77%
11
NEENEXTERA ENERGY INC
4,635,041$329.1B1298.07%
12
METAMETA PLATFORMS INC
629,566$317.3B1251.58%
13
RHCRH PLC
36,610$272.9B1076.63%
14
UNHUNITEDHEALTH GROUP INC
490,926$249.9B985.64%
15
MDTMEDTRONIC PLC
2,853,575$225.4B889.21%
16
ELVELEVANCE HEALTH INC
405,314$219.7B866.52%
17
VVISA INC
834,829$218.7B862.75%
18
8CWCROWN CASTLE INC
2,158,378$211.5B834.34%
19
LOWLOWES COS INC
947,899$208.5B822.57%
20
VFCV F CORP
14,729,396$206.2B813.39%
21
CMECME GROUP INC
987,668$194.6B767.47%
22
AREALEXANDRIA REAL ESTATE EQ IN
1,659,092$194.1B765.67%
23
FNVFRANCO NEV CORP
1,627,862$192.8B760.45%
24
INDIVIOR PLC
117,546$184.3B727.00%
25
ADIANALOG DEVICES INC
789,511$180.0B710.03%
26
EQIXEQUINIX INC
230,074$174.2B686.99%
27
BDXBECTON DICKINSON & CO
709,259$166.0B654.65%
28
KOCOCA COLA CO
2,529,117$161.9B638.46%
29
ORCLORACLE CORP
1,101,659$155.3B612.71%
30
AMTAMERICAN TOWER CORP NEW
778,063$150.9B595.39%
31
ENBENBRIDGE INC
4,060,269$145.4B573.71%
32
BLKCHFBLACKROCK INC
184,470$145.2B572.65%
33
QCOMQUALCOMM INC
714,666$142.2B560.97%
34
ARESARES MANAGEMENT CORPORATION
1,015,009$135.0B532.49%
35
UBSUBS GROUP AG
4,372,181$126.5B498.98%
36
RSGREPUBLIC SVCS INC
650,799$126.3B498.01%
37
JCIJOHNSON CTLS INTL PLC
1,866,070$123.2B485.80%
38
BEKEKE HLDGS INC
8,668,167$121.4B478.68%
39
CSXCSX CORP
3,611,262$119.2B470.07%
40
AXPAMERICAN EXPRESS CO
490,862$113.9B449.19%
41
MRSHMARSH & MCLENNAN COS INC
538,546$113.6B448.22%
42
MAMASTERCARD INCORPORATED
254,221$112.1B442.22%
43
INTCINTEL CORP
3,524,463$109.3B430.96%
44
AKXANSYS INC
332,161$107.0B421.88%
45
BNBROOKFIELD CORP
2,504,753$105.2B414.95%
46
AESAES CORP
5,779,303$104.0B410.33%
47
TRPTC ENERGY CORP
2,724,195$103.5B408.33%
48
AWCAMERICAN WTR WKS CO INC NEW
768,232$99.1B390.90%
49
EBAEBAY INC.
1,764,331$95.3B375.80%
50
PEOEXELON CORP
2,658,100$93.0B366.97%
51
ESEVERSOURCE ENERGY
1,626,685$92.7B365.73%
52
HDHOME DEPOT INC
244,978$84.3B332.41%
53
ATHMAUTOHOME INC
3,088,758$83.4B328.95%
54
LINLINDE PLC
185,903$81.6B321.91%
55
HDBHDFC BANK LTD
1,254,300$80.3B316.64%
56
JPMJPMORGAN CHASE & CO.
386,921$78.2B308.29%
57
MANHMANHATTAN ASSOCIATES INC
316,243$78.1B308.11%
58
MFCMANULIFE FINL CORP
2,813,706$75.9B299.40%
59
OKEONEOK INC NEW
921,871$75.6B298.17%
60
TMOTHERMO FISHER SCIENTIFIC INC
135,874$75.1B296.38%
61
EIXEDISON INTL
1,042,226$75.0B295.99%
62
MGAMAGNA INTL INC
1,771,458$74.3B293.18%
63
STLASTELLANTIS N.V
3,786,294$73.0B288.05%
64
XIFRNEXTERA ENERGY PARTNERS LP
2,565,700$71.8B283.37%
65
ADBEADOBE INC
126,992$70.6B278.51%
66
PEPPEPSICO INC
426,269$70.3B277.43%
67
CVECENOVUS ENERGY INC
3,496,370$69.0B272.22%
68
ACNACCENTURE PLC IRELAND
218,370$66.2B260.99%
69
DFSEURDISCOVER FINL SVCS
488,732$64.0B252.54%
70
ABBVABBVIE INC
364,822$62.7B247.51%
71
CMCSACOMCAST CORP NEW
1,589,618$62.0B244.53%
72
SRESEMPRA
802,809$61.0B240.66%
73
BKBANK NEW YORK MELLON CORP
984,060$59.0B232.89%
74
HTHTH WORLD GROUP LTD
1,739,202$57.4B226.38%
75
LULULULULEMON ATHLETICA INC
191,571$57.3B225.93%
76
MSIMOTOROLA SOLUTIONS INC
147,882$57.1B225.15%
77
NFENEW FORTRESS ENERGY INC
2,537,712$55.8B220.22%
78
WYWEYERHAEUSER CO MTN BE
1,961,969$54.9B216.69%
79
MRKMERCK & CO INC
441,595$54.8B215.99%
80
NXPINXP SEMICONDUCTORS N V
196,513$52.9B208.51%
81
CVSCVS HEALTH CORP
890,720$52.6B207.29%
82
MORNMORNINGSTAR INC
173,105$51.2B202.11%
83
ONON SEMICONDUCTOR CORP
740,566$51.1B201.55%
84
LNTH 2.625 12/15/27LANTHEUS HLDGS INC
36,822,000$46.0B181.55%
85
DGXQUEST DIAGNOSTICS INC
334,370$45.8B180.69%
86
BALLBALL CORP
751,423$45.1B177.84%
87
FERFERROVIAL SE
1,129,840$43.6B171.91%
88
CSCOCISCO SYS INC
903,823$43.4B171.12%
89
AAPLAPPLE INC
205,610$43.4B171.12%
90
JNJJOHNSON & JOHNSON
288,289$42.1B166.02%
91
TDCTERADATA CORP DEL
1,183,683$41.4B163.41%
92
LHLABCORP HOLDINGS INC
194,614$39.7B156.60%
93
ECLECOLAB INC
166,202$39.6B156.03%
94
LNGCHENIERE ENERGY INC
222,232$38.9B153.40%
95
GGGGRACO INC
483,535$38.2B150.67%
96
ADSKAUTODESK INC
154,095$38.1B150.13%
97
GRMNGARMIN LTD
233,045$38.0B149.83%
98
MBLYMOBILEYE GLOBAL INC
1,350,945$37.8B149.20%
99
BABAALIBABA GROUP HLDG LTD
511,031$36.8B145.13%
100
AG8AGILENT TECHNOLOGIES INC
273,765$35.6B140.38%
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