HolderBook

M&G Investments (USA) Inc.

Reported holdings as of Q4 2023, from 1 quarterly filings.

This filer last reported in Q4 2023; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
2021671
Reported value
$101.5M
Positions
43
Top 10 weight
37.7%
Filed
2024-05-08
Days after quarter end
129

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
MICROSOFT CORPMSFT$4.8M12,8824.77%-newFIRST
APPLE INCAAPL$4.6M23,9684.56%-newFIRST
META PLATFORMS INCMETA$4.1M11,5284.02%-newFIRST
NVIDIA CORPORATIONNVDA$4.1M8,2114.01%-newFIRST
MOTOROLA SOLUTIONS INCMSI$3.9M12,3813.82%-newFIRST
ALPHABET INCGOOGL$3.7M26,2003.61%-newFIRST
TESLA INCTSLA$3.6M14,4233.52%-newFIRST
SERVICENOW INCNOW$3.5M4,9173.42%-newFIRST
WALMART INCWMT$3.1M19,3843.02%-newFIRST
EXXON MOBIL CORPXOMXXXX$3.0M29,7792.93%-newFIRST
CISCO SYS INCCSCO$3.0M57,9452.91%-newFIRST
MICRON TECHNOLOGY INCMU$2.9M34,0292.85%-newFIRST
JPMORGAN CHASE & COJPM$2.8M16,6122.78%-newFIRST
INTEL CORPINTC$2.8M55,4992.73%-newFIRST
ADOBE INCADBE$2.6M4,4232.60%-newFIRST
VISA INCV$2.6M10,1172.59%-newFIRST
WORKDAY INCWDAY$2.3M8,3412.27%-newFIRST
COMCAST CORP NEWCMCSA$2.3M51,9652.25%-newFIRST
ELEVANCE HEALTH INC FORMERLYELV$2.2M4,7652.22%-newFIRST
LAM RESEARCH CORPLRCXXXXX$2.2M2,8462.20%-newFIRST
UNITEDHEALTH GROUP INCUNH$2.1M4,0282.09%-newFIRST
AMAZON COM INCAMZN$2.1M13,8632.08%-newFIRST
PALO ALTO NETWORKS INCPANW$2.1M7,1242.07%-newFIRST
HONEYWELL INTL INCHONZZZZ$2.1M9,9752.06%-newFIRST
AXON ENTERPRISE INCAXON$2.1M8,1052.06%-newFIRST
APPLIED MATLS INCAMAT$2.1M12,8492.05%-newFIRST
INTUITINTU$2.1M3,3192.04%-newFIRST
SALESFORCE INCCRM$2.0M7,5231.95%-newFIRST
PEPSICO INCPEP$1.9M11,4601.92%-newFIRST
ARISTA NETWORKS INCANETXXXX$1.9M7,9221.84%-newFIRST
BROADCOM INCAVGO$1.8M1,6361.80%-newFIRST
HUMANA INCHUM$1.7M3,7611.70%-newFIRST
SNOWFLAKE INCSNOW$1.5M7,7551.52%-newFIRST
CATERPILLAR INCCAT$1.4M4,6791.36%-newFIRST
NETFLIX INCNFLX$1.4M2,8161.35%-newFIRST
DEERE & CODE$1.3M3,1741.25%-newFIRST
QUALCOMM INCQCOM$1.2M8,1731.17%-newFIRST
INTUITIVE SURGICAL INCISRG$1.2M3,5051.16%-newFIRST
PDD HOLDINGS INCPDD$1.2M7,9831.15%-newFIRST
ORACLE CORPORCL$1.2M11,0211.14%-newFIRST
MOBILEYE GLOBAL INCMBLY$1.1M26,6211.13%-newFIRST
ON SEMICONDUCTOR CORPON$1.1M13,0781.08%-newFIRST
INFOSYS LTDINFY$936.6K52,0330.92%-newFIRST

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Software & IT Services 29.4%Semiconductors & Electronics 19.5%Computer Hardware 9.5%Insurance 6.0%Retail & Consumer 5.1%Industrials 4.7%Business Services 3.7%Telecom & Media 3.6%Autos & Aerospace 3.5%Banks & Lending 2.8%Food, Drink & Tobacco 1.9%Other sectors 1.2%Not classified 9.0%
 
SectorValueShare
Software & IT Services$29.8M29.4%
Semiconductors & Electronics$19.8M19.5%
Computer Hardware$9.7M9.5%
Insurance$6.1M6.0%
Retail & Consumer$5.2M5.1%
Industrials$4.7M4.7%
Business Services$3.8M3.7%
Telecom & Media$3.7M3.6%
Autos & Aerospace$3.6M3.5%
Banks & Lending$2.8M2.8%
Food, Drink & Tobacco$1.9M1.9%
Other sectors$1.2M1.2%
Not classified$9.2M9.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q4 2023$101.5M43000037.7%129

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.