Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Astrazeneca PLCCUSIP G0593M107 | $3.2B | 17.4% | +3.3% |
| USHYIshares Tr | $2.4B | 13.1% | +5.5% |
| SUNBSunbelt Rentals Holdings Inc | $943.0M | 5.1% | +89.6% |
| VCSHVanguard Scottsdale Fds | $925.4M | 5.0% | −10.0% |
| NVDANvidia Corporation | $517.1M | 2.8% | +3.3% |
| AAPLApple Inc | $448.3M | 2.4% | +4.9% |
| VCITVanguard Scottsdale Fds | $442.9M | 2.4% | −69.3% |
| SMHVaneck Etf Trust | $309.8M | 1.7% | +207.8% |
| MSFTMicrosoft Corp | $281.3M | 1.5% | +4.6% |
| IVVIshares Tr | $254.6M | 1.4% | −5.0% |
| GOOGAlphabet Inc | $239.9M | 1.3% | −17.0% |
| AMZNAmazon Com Inc | $227.3M | 1.2% | +6.4% |
| ACWIIshares Tr | $214.3M | 1.2% | +1.3% |
| AVGOBroadcom Inc | $213.0M | 1.2% | +5.3% |
| SESea Ltd | $209.7M | 1.1% | −3.4% |
| MUMicron Technology Inc | $175.9M | 1.0% | +7.2% |
| IGLBIshares Tr | $162.3M | 0.9% | +1.7% |
| GRIDFirst Tr Exchange-traded Fd | $155.3M | 0.8% | +1391.1% |
| EWYIshares Inc | $154.6M | 0.8% | +4468.0% |
| GLDSpdr Gold Tr | $133.0M | 0.7% | +1.3% |
| GOOGLAlphabet Inc | $131.6M | 0.7% | +79.7% |
| METAMeta Platforms Inc | $127.7M | 0.7% | +7.6% |
| Anglogold Ashanti PLCCUSIP G0378L100 | $126.6M | 0.7% | +8.3% |
| TSLATesla Inc | $118.3M | 0.6% | +6.0% |
| PDDPdd Holdings Inc | $108.9M | 0.6% | −11.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $517.1M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $91.5M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $90.9M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2025 | +568.6% | $60.0M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $68.9M |
| Anglogold Ashanti PLCCUSIP G0378L100 | September 30, 2023 | +412.0% | $126.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $131.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $239.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $103.3M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $213.0M |
Sold off last quarter
- IGIBIshares Tr was $25.1M
- VDEVanguard World Fd was $23.3M
- HDVIshares Tr was $21.3M
- MOOVaneck Etf Trust was $16.4M
- ITAIshares Tr was $14.9M
- EWCIshares Inc was $9.5M
- Prenetics Global LtdCUSIP G72245122 was $8.3M
- SHLDGlobal X Fds was $7.8M
- EWHIshares Inc was $5.7M
- NLRVaneck Etf Trust was $4.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | −0.5% | +2.4% |
| September 30, 2025 | +4.8% | +7.8% |
| June 30, 2025 | +3.9% | +10.5% |
| March 31, 2025 | +0.0% | −4.6% |
| December 31, 2024 | −3.1% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +4.9% | +10.0% |
| December 31, 2023 | +8.2% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +1.1% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +5.1% | +7.1% |
| September 30, 2022 | −7.3% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −2.5% | −4.9% |
| December 31, 2021 | +3.0% | +10.7% |
| September 30, 2021 | −3.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Prudential PLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=898419&type=13F-HR&dateb=&owner=include&count=40CIK 898419
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/898419/000089841926000005/Filed August 14, 2026 · accession 0000898419-26-000005