Fund HoldingsSCHRODER INVESTMENT MANAGEMENT GROUP

Total Portfolio Value
$131.91B
Total Bought
$17.65B
Total Sold
$14.39B
Net Transaction
+$3.27B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)24,948,65324,428,167-520,4866,065,0187,646,0165.80%+1,580,999
CENCORA INC017,018,911+17,018,91101,183,7200.90%+1,183,720
NVIDIA CORPORATION(NVDA)37,925,72844,203,000+6,277,2727,076,1828,243,8606.25%+1,167,677
ELI LILLY & CO(LLY)01,947,698+1,947,69802,093,1521.59%+2,093,152
TAPESTRY INC(TPR)4,849,3719,350,221+4,500,850549,0461,194,6780.91%+645,632
LAUDER ESTEE COS INC(EL)2,853,6758,140,550+5,286,875254,348861,5960.65%+607,248
APPLE INC(AAPL)15,421,14316,383,661+962,5183,926,6864,454,0623.38%+527,376
BROADCOM INC(AVGO)9,972,96010,540,846+567,8863,290,1793,648,1872.77%+358,008
AMAZON COM INC(AMZN)14,454,54714,998,243+543,6963,173,7853,461,8942.62%+288,110
PDD HOLDINGS INC(PDD)04,137,857+4,137,8570469,1920.36%+469,192
MORGAN STANLEY(MS)9,712,07110,302,528+590,4571,543,8311,829,0081.39%+285,177
SALESFORCE INC(CRM)04,480,399+4,480,39901,186,9020.90%+1,186,902
CEMEX SAB DE CV(CX)026,348,884+26,348,8840302,7490.23%+302,749
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,214,4757,251,510+37,0351,971,2112,203,6611.67%+232,450
ALPHABET INC(GOOG)2,667,2182,694,467+27,249649,601845,5240.64%+195,923
MONSTER BEVERAGE CORP NEW(MNST)8,175,6839,676,260+1,500,577547,444741,8790.56%+194,435
TEVA PHARMACEUTICAL INDS LTD(TEVA)07,426,885+7,426,8850231,7930.18%+231,793
LAM RESEARCH CORP(LRCX)01,688,994+1,688,9940289,1220.22%+289,122
THERMO FISHER SCIENTIFIC INC(TMO)1,725,3471,739,902+14,555836,8281,008,1860.76%+171,358
BEST BUY INC(BBY)03,096,015+3,096,0150207,2160.16%+207,216
SPDR INDEX SHS FDS
ST STR NAT ETF
02,491,686+2,491,6860155,7050.12%+155,705
INTUIT(INTU)0929,529+929,5290615,7390.47%+615,739
NEXTRACKER INC01,723,449+1,723,4490150,1300.11%+150,130
CISCO SYS INC(CSCO)05,773,336+5,773,3360444,7200.34%+444,720
ADVANCED MICRO DEVICES INC(AMD)2,333,9992,414,175+80,176377,618517,0200.39%+139,402
BRISTOL-MYERS SQUIBB CO(BMY)012,554,362+12,554,3620680,5720.52%+680,572
JOHNSON & JOHNSON(JNJ)2,026,2142,447,524+421,310375,701506,5150.38%+130,814
PARKER-HANNIFIN CORP(PH)858,755883,185+24,430651,065776,2840.59%+125,219
AMERICAN EXPRESS CO(AXP)01,813,221+1,813,2210677,0390.51%+677,039
COCA COLA CO(KO)013,083,648+13,083,6480914,6780.69%+914,678
ISHARES INC
MSCI EMRG CHN
01,886,294+1,886,2940137,2090.10%+137,209
KLA CORP(KLAC)0400,523+400,5230486,6670.37%+486,667
JPMORGAN CHASE & CO.(JPM)6,398,1306,613,948+215,8182,019,8262,131,1461.62%+111,321
ISHARES TR01,412,071+1,412,0710101,2170.08%+101,217
HDFC BANK LTD(HDB)25,221,13026,264,726+1,043,596861,554959,7130.73%+98,159
S&P GLOBAL INC(SPGI)0462,094+462,0940241,4860.18%+241,486
MICRON TECHNOLOGY INC(MU)636,718712,007+75,289106,536203,2140.15%+96,678
MEDTRONIC PLC(MDT)7,529,8498,468,982+939,133717,143813,5300.62%+96,388
TJX COS INC NEW(TJX)3,587,4953,999,445+411,950518,537614,3550.47%+95,818
CHUBB LIMITED
COM
01,476,073+1,476,0730463,6940.35%+463,694
EXXON MOBIL CORP02,975,109+2,975,1090358,0250.27%+358,025
NEXTERA ENERGY INC(NEE)10,748,71211,197,069+448,357811,420898,9010.68%+87,480
H WORLD GROUP LTD(HTHT)13,177,59312,724,804-452,789515,376598,7020.45%+83,326
ABBVIE INC(ABBV)2,808,3373,203,366+395,029650,242731,9370.55%+81,695
FULL TRUCK ALLIANCE CO LTD(YMM)33,333,05147,859,035+14,525,984432,330513,5270.39%+81,198
FIRST SOLAR INC(FSLR)1,326,1971,427,105+100,908292,466372,8030.28%+80,336
INVESCO QQQ TR0128,352+128,352079,5050.06%+79,505
VULCAN MATLS CO(VMC)0769,656+769,6560219,5210.17%+219,521
VISA INC(V)06,974,884+6,974,88402,446,1621.85%+2,446,162
SNOWFLAKE INC(SNOW)0356,447+356,447078,1900.06%+78,190
GOLDMAN SACHS GROUP INC(GS)0249,281+249,2810219,1180.17%+219,118
INTUITIVE SURGICAL INC04,322,212+4,322,2120252,4730.19%+252,473
SHOPIFY INC(SHOP)345,966779,793+433,82751,549127,6830.10%+76,134
AMGEN INC(AMGN)0507,861+507,8610166,9290.13%+166,929
APPLIED MATLS INC0603,543+603,5430156,9030.12%+156,903
VANGUARD INTL EQUITY INDEX F0976,096+976,096072,1140.05%+72,114
AMPHENOL CORP NEW1,336,6001,707,010+370,410165,404232,4950.18%+67,091
ROCKWELL AUTOMATION INC(ROK)260,172391,332+131,16089,637154,0600.12%+64,423
BARRICK MNG CORP(B)3,362,2903,943,390+581,100111,426174,4560.13%+63,029
STRUCTURE THERAPEUTICS INC04,077,801+4,077,801061,8390.05%+61,839
EAST WEST BANCORP INC(EWBC)3,395,3763,713,679+318,303361,879423,6190.32%+61,740
NEWMONT CORP(NEM)1,668,4182,009,267+340,849140,664200,6250.15%+59,961
HALLIBURTON CO(HAL)05,328,496+5,328,4960150,5830.11%+150,583
REGIONS FINANCIAL CORP NEW(RF)03,728,286+3,728,2860101,8570.08%+101,857
GE AEROSPACE(GE)01,714,495+1,714,4950534,5620.41%+534,562
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
208,184415,741+207,55751,313106,0310.08%+54,717
JOHNSON CTLS INTL PLC
SHS
0597,454+597,454071,5450.05%+71,545
MASTERCARD INCORPORATED(MA)02,057,164+2,057,16401,174,3940.89%+1,174,394
NOVANTA INC(NOVT)0600,146+600,146072,5400.05%+72,540
GE VERNOVA INC(GEV)0864,790+864,7900565,2010.43%+565,201
BIO-TECHNE CORP(TECH)0863,790+863,790051,0670.04%+51,067
MOODYS CORP(MCO)0564,572+564,5720288,4120.22%+288,412
QUALCOMM INC(QCOM)01,859,358+1,859,3580322,8780.24%+322,878
HESAI GROUP(HSAI)02,065,906+2,065,906046,2760.04%+46,276
MERCK & CO INC(MRK)01,686,481+1,686,4810177,5190.13%+177,519
EMERSON ELEC CO(EMR)7,205,5697,461,727+256,158945,227990,3200.75%+45,094
ATOUR LIFESTYLE HLDGS LTD(ATAT)02,717,894+2,717,8940107,0850.08%+107,085
HCA HEALTHCARE INC(HCA)0688,652+688,6520321,5040.24%+321,504
GENERAL MTRS CO(GM)0621,809+621,809051,1940.04%+51,194
ISHARES INC
MSCI GBL GOLD MN
01,491,635+1,491,6350111,6190.08%+111,619
DOLLAR GEN CORP NEW(DG)960,7851,066,394+105,60999,297141,5850.11%+42,288
HA SUSTAINABLE INFRA CAP INC(HASI)02,248,200+2,248,200070,6610.05%+70,661
PAN AMERN SILVER CORP(PAAS)01,731,199+1,731,199091,2170.07%+91,217
KEYSIGHT TECHNOLOGIES INC(KEYS)0213,882+213,882044,0620.03%+44,062
CARDINAL HEALTH INC(CAH)0614,351+614,3510127,3000.10%+127,300
SEA LTD(SE)4,062,6786,002,878+1,940,200726,122765,7870.58%+39,665
XYLEM INC(XYL)1,192,6821,548,508+355,826171,687210,8760.16%+39,189
HYATT HOTELS CORP(H)0235,049+235,049037,6830.03%+37,683
EQUITY LIFESTYLE PPTYS INC(ELS)0637,068+637,068038,8480.03%+38,848
WP CAREY INC(WPC)0634,225+634,225040,8190.03%+40,819
C H ROBINSON WORLDWIDE INC(CHRW)0414,444+414,444067,1230.05%+67,123
AERCAP HOLDINGS NV(AER)0274,898+274,898039,6240.03%+39,624
HYCROFT MINING HOLDING CORP(HYMC)01,548,790+1,548,790036,3660.03%+36,366
CME GROUP INC(CME)0172,425+172,425047,5600.04%+47,560
ASE TECHNOLOGY HLDG CO LTD(ASX)07,249,719+7,249,7190116,2130.09%+116,213
EPAM SYS INC(EPAM)0378,159+378,159078,0180.06%+78,018
BANK AMERICA CORP04,420,711+4,420,7110243,1390.18%+243,139
FORTIVE CORP(FTV)0682,214+682,214037,6650.03%+37,665
WESTERN DIGITAL CORP(WDC)0285,201+285,201049,1320.04%+49,132
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0765,960+765,960034,4380.03%+34,438
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