Titelia

Holdings of M&G PLC

302 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 33.1 % of the equity sleeve

Sector breakdown

  • Technology 25.1 %
  • Health care 13.2 %
  • Financials 13.1 %
  • Communication 8.3 %
  • Utilities 6.0 %
  • Consumer discretionary 5.1 %
  • Industrials 3.7 %
  • Real estate 3.6 %
  • Energy 1.9 %
  • Consumer staples 1.5 %
  • Materials 1.2 %
  • Unattributed 17.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 94.6 %
  • CN 1.7 %
  • IN 1.2 %
  • KY 1.2 %
  • TW 0.9 %
  • SG 0.1 %
  • AR 0.1 %
  • IL 0.1 %
  • GB 0.0 %
  • AU 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US28712.7B $94.59 %
2CN1233.9M $1.74 %
3IN2168.2M $1.25 %
4KY6167.2M $1.24 %
5TW1122.3M $0.91 %
6SG113.1M $0.10 %
7AR110.9M $0.08 %
8IL16.7M $0.05 %
9GB15.2M $0.04 %
10AU1886.5K $0.01 %

Positions

RankCompanySharesValueWeight
101Blue Owl Capital Inc 1,942,99817.5M $
102Southwest Airlines Co 457,46917.4M $
103FMC Corp 1,000,41117M $
104Molson Coors Beverage Co 384,40416.5M $
105Ovintiv Inc 278,06816.4M $
106Sea Ltd 195,14016.2M $
107Insmed Inc 98,22116.1M $
108Humana Inc 90,71215.7M $
109Intel Corp 353,06115.5M $
110Axsome Therapeutics Inc 91,33915.4M $
111Pfizer Inc 546,67315.3M $
112Chevron Corp 72,21214.9M $
113PONY AI INC 1,638,32614.7M $
114Comcast Corp 508,11914.7M $
115PG&E Corp 811,74414.6M $
116Robinhood Markets Inc 211,20214.6M $
117KLA Corp 9,79014.4M $
118Hilton Worldwide Holdings Inc 47,28314.4M $
119GE Vernova Inc 16,20514.1M $
120Highwoods Properties Inc 673,61714.1M $
121Mondelez International Inc 242,95614.1M $
122Baidu Inc 126,40214M $
123NetApp Inc 137,42114M $
124Dycom Industries Inc 39,36013.3M $
125Astronics Corp 198,70713.3M $
126Gilead Sciences Inc 95,75713.3M $
127Trip.com Group Ltd 261,59313.1M $
128Texas Roadhouse Inc 78,00212.9M $
129Mobileye Global Inc 1,825,91212.8M $
130Zimmer Biomet Holdings Inc 141,61012.7M $
131BioMarin Pharmaceutical Inc 226,54112.7M $
132Alnylam Pharmaceuticals Inc 37,65612.5M $
133Ryan Specialty Holdings Inc 365,84112.4M $
134Workday Inc 95,41612.4M $
135Wingstop Inc 79,99512.4M $
136Voya Financial Inc 181,55412.3M $
137Neurocrine Biosciences Inc 92,55412.2M $
138Roku Inc 127,02612.1M $
139Rhythm Pharmaceuticals Inc 138,56712.1M $
140Snowflake Inc 78,66511.9M $
141Veeva Systems Inc 67,41811.9M $
142Tarsus Pharmaceuticals Inc 166,36411.6M $
143Charles Schwab Corp/The 120,18111.3M $
144Arcutis Biotherapeutics Inc 469,08211.3M $
145Polaris Inc 202,25311.1M $
146Waters Corp 37,32611.1M $
147NNN REIT Inc 264,07911.1M $
148Loma Negra Cia Industrial Argentina SA 988,86910.9M $
149Kohl's Corp 820,08910.7M $
150Universal Display Corp 114,61610.5M $
151Silicon Motion Technology Corp 92,22910.3M $
152Mosaic Co/The 394,96210.3M $
153Vertiv Holdings Co 40,81010.2M $
154KE Holdings Inc 678,90610.2M $
155Insulet Corp 48,31610.1M $
156IRhythm Holdings Inc 85,06210M $
157Stryker Corp 30,42410M $
158Versant Media Group Inc 265,1049.8M $
159Warner Bros Discovery Inc 363,2019.8M $
160Walt Disney Co/The 98,4189.4M $
161Kennametal Inc 259,5459.3M $
162Pinterest Inc 514,5889.3M $
163Qfin Holdings Inc 709,2489.2M $
164Tesla Inc 24,6259.2M $
165Boston Scientific Corp 143,2469M $
166Amkor Technology Inc 200,1829M $
167Fermi Inc 1,471,1578.8M $
168Netflix Inc 90,7258.7M $
169Owens Corning 80,0098.6M $
170Smithfield Foods Inc 304,6088.5M $
171Best Buy Co Inc 132,4798.5M $
172Eagle Materials Inc 44,5558.4M $
173ServiceNow Inc 77,7658.2M $
174Zscaler Inc 56,4137.9M $
175Oracle Corp 52,0787.7M $
176AMERISAFE Inc 225,7867.5M $
177Exxon Mobil Corp 43,7397.4M $
178Tractor Supply Co 165,0647.4M $
179KKR & Co Inc 79,0007.3M $
180Revolution Medicines Inc 74,7337.2M $
181Blackstone Secured Lending Fund 300,0007.2M $
182Eli Lilly & Co 7,7927.2M $
183General Motors Co 95,2397.1M $
184Doximity Inc 307,9507.1M $
185Energizer Holdings Inc 422,5226.8M $
186Nice Ltd 61,3376.7M $
187Caterpillar Inc 9,4446.7M $
188Prologis Inc 50,5336.7M $
189Steel Dynamics Inc 36,6116.6M $
190Vishay Intertechnology Inc 364,5866.6M $
191Devon Energy Corp 130,2356.5M $
192Rockwell Automation Inc 18,0146.5M $
193Cognizant Technology Solutions Corp. 103,1436.3M $
194Organon & Co 1,003,2506M $
195Applied Materials Inc 17,2655.9M $
196Marsh & McLennan Cos Inc 32,6205.6M $
197WeRide Inc 695,6285.6M $
198ConocoPhillips 41,6905.5M $
199Walmart Inc 42,4245.3M $
200Whirlpool Corp 97,3635.3M $