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Portfolio (Quarterly) Guide ↗

M&G PLC

· CIK 0001802539
13F Portfolio $19.4B AUM 424 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 133 Added 128 Reduced 52 Exited
Page 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OLED UNIVERSAL DISPLAY CORP Technology 114,616.0 $10.5M 0.05% +1K +1.1% $92.00 -0.5%
82 MOS MOSAIC CO Basic Materials 394,962.0 $10.3M 0.05% +46K +13.3% $26.00 -15.6%
83 BEKE KE HLDGS INC Real Estate 678,906.0 $10.2M 0.05% +24K +3.7% $15.00 +12.6%
84 PODD INSULET CORP Healthcare 48,316.0 $10.1M 0.05% +509.0 +1.1% $210.00 -25.4%
85 IRTC IRHYTHM HOLDINGS INC Healthcare 85,062.0 $10.0M 0.05% +924.0 +1.1% $118.00 -0.1%
86 RNW RENEW ENERGY GLOBAL PLC Utilities 1,947,106.0 $9.7M 0.05% +102K +5.5% $5.00 +11.0%
87 SMURFIT WESTROCK PLC 232,071.0 $9.3M 0.05% +43K +22.8% $40.00
88 PINS PINTEREST INC Communication Services 514,588.0 $9.3M 0.05% +176K +52.0% $18.00 +4.5%
89 QFIN QFIN HOLDINGS INC Financial Services 709,248.0 $9.2M 0.05% +8K +1.1% $13.00 -3.4%
90 TSLA TESLA INC Consumer Cyclical 24,625.0 $9.2M 0.05% +2K +9.0% $372.00 +12.2%
91 BSX BOSTON SCIENTIFIC CORP Healthcare 143,246.0 $9.0M 0.05% +1K +0.9% $63.00 -9.3%
92 NFLX NETFLIX INC. Communication Services 90,725.0 $8.7M 0.04% +3K +4.0% $96.00 -7.0%
93 OC OWENS CORNING NEW Industrials 80,009.0 $8.6M 0.04% +21K +35.8% $108.00 +7.5%
94 SMITHFIELD FOODS INC 304,608.0 $8.5M 0.04% +107K +54.0% $28.00
95 BBY BEST BUY INC Consumer Cyclical 132,479.0 $8.5M 0.04% +14K +11.6% $64.00 -4.5%
96 EXP EAGLE MATLS INC Basic Materials 44,555.0 $8.4M 0.04% +4K +10.1% $189.00 +5.4%
97 ZS ZSCALER INC Technology 56,413.0 $7.9M 0.04% +14K +34.0% $140.00 +24.6%
98 TSCO TRACTOR SUPPLY CO Consumer Cyclical 165,064.0 $7.4M 0.04% +55K +49.9% $45.00 -29.6%
99 KKR KKR & CO INC Financial Services 79,000.0 $7.3M 0.04% +18K +29.5% $93.00 +1.9%
100 DOCS DOXIMITY INC Healthcare 307,950.0 $7.1M 0.04% +6K +2.0% $23.00 -15.7%
Page 5 of 7  ·  133 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.2%
Healthcare 18.3%
Financial Services 12.7%
Consumer Cyclical 11.4%
Communication Services 7.1%
Basic Materials 6.7%
Industrials 6.1%
Utilities 5.0%
Real Estate 3.5%
Energy 3.4%