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M&G Investments (USA) Inc. 13F 持仓 · 最近申报 2023年Q4

M&G Investments (USA) 在 2023年Q4(报告期截至 2023-12-31)的 SEC 13F 申报中报告了 43 只证券,申报市值合计 1.01 亿美元。前几大持仓:MSFT(4.77%)、AAPL(4.56%)、META(4.02%)。本季前 25 大持仓中:新建仓 25 只。

排名代码公司市值占组合股数变动
1MSFTMICROSOFT CORP$4.8M4.77%12,882新建仓
2AAPLAPPLE INC$4.6M4.56%23,968新建仓
3METAMETA PLATFORMS INC$4.1M4.02%11,528新建仓
4NVDANVIDIA CORPORATION$4.1M4.01%8,211新建仓
5MSIMOTOROLA SOLUTIONS INC$3.9M3.82%12,381新建仓
6GOOGLALPHABET INC$3.7M3.61%26,200新建仓
7TSLATESLA INC$3.6M3.52%14,423新建仓
8NOWSERVICENOW INC$3.5M3.42%4,917新建仓
9WMTWALMART INC$3.1M3.02%19,384新建仓
10XOMEXXON MOBIL CORP$3.0M2.93%29,779新建仓
11CSCOCISCO SYS INC$3.0M2.91%57,945新建仓
12MUMICRON TECHNOLOGY INC$2.9M2.85%34,029新建仓
13JPMJPMORGAN CHASE & CO$2.8M2.78%16,612新建仓
14INTCINTEL CORP$2.8M2.73%55,499新建仓
15ADBEADOBE INC$2.6M2.60%4,423新建仓
16VVISA INC$2.6M2.59%10,117新建仓
17WDAYWORKDAY INC$2.3M2.27%8,341新建仓
18CMCSACOMCAST CORP NEW$2.3M2.25%51,965新建仓
19ELVELEVANCE HEALTH INC$2.2M2.22%4,765新建仓
20LRCXLAM RESEARCH CORP$2.2M2.20%2,846新建仓
21UNHUNITEDHEALTH GROUP INC$2.1M2.09%4,028新建仓
22AMZNAMAZON COM INC$2.1M2.08%13,863新建仓
23PANWPALO ALTO NETWORKS INC$2.1M2.07%7,124新建仓
24AXONAXON ENTERPRISE INC$2.1M2.06%8,105新建仓
25HONHONEYWELL INTL INC$2.1M2.06%9,975新建仓

来源:SEC 13F 申报文件 · 截至 2023-12-31

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR