SCHRODER INVESTMENT MANAGEMENT GROUP

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$131.9B

Total Positions

1,142

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA6.25%

MSFT5.82%

GOOGL5.80%

AAPL3.38%

AVGO2.77%

AMZN2.62%

META2.57%

V1.85%

TSM1.67%

JPM1.62%

Other14.23%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

TERN7Q held

TERNS PHARMACEUTICALS INC

Avg $3.99 · $3.6M est. P&L

Est. P&L

+917.22%

APP8Q held

AppLovin Corp

Avg $71.46 · $101.3M est. P&L

Est. P&L

+870.75%

LITE26Q held

Lumentum Holdings Inc

Avg $59.25 · $54.1M est. P&L

Est. P&L

+526.48%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1123 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	44.2M	$8.2B	6.2%	—	$133.17	+40.83%	29 qtrs	Increased 72
MSFT Microsoft Corp	15.9M	$7.7B	5.8%	—	$263.68	+84.88%	29 qtrs	Increased 64
GOOGL Alphabet Inc	24.4M	$7.6B	5.8%	—	$114.68	+173.68%	29 qtrs	Decreased 0
AAPL Apple Inc	16.4M	$4.5B	3.4%	—	$159.24	+71.33%	29 qtrs	Increased 62
AVGO Broadcom Inc	10.5M	$3.6B	2.8%	—	$193.35	+80.95%	29 qtrs	Increased 58
AMZN Amazon.com Inc	15M	$3.5B	2.6%	—	$144.22	+61.23%	29 qtrs	Increased 57
META Meta Platforms Inc	5.1M	$3.4B	2.6%	—	$383.83	+73.50%	29 qtrs	Decreased 0
V Visa Inc	7M	$2.4B	1.9%	—	$200.73	+75.80%	29 qtrs	Increased 50
TSM TAIWAN SEMICONDUCTOR MFG LTD	7.3M	$2.2B	1.7%	—	$111.27	+169.24%	29 qtrs	Increased 50
JPM JPMORGAN CHASE & CO.	6.6M	$2.1B	1.6%	—	$143.81	+123.89%	29 qtrs	Increased 52
LLY Eli Lilly & Co	1.9M	$2.1B	1.6%	—	$300.04	+259.27%	29 qtrs	Increased 53
MS Morgan Stanley	10.3M	$1.8B	1.4%	—	$106.52	+67.20%	29 qtrs	Increased 53
000000000 AMERESCO INC	23.7M	$1.5B	1.1%	—	—	—	—	New 73
NFLX Netflix Inc	15.7M	$1.5B	1.1%	—	$90.64	+3.47%	29 qtrs	Increased 81
TME TENCENT MUSIC ENTMT GROUP	80.5M	$1.4B	1.1%	—	$13.84	+27.64%	24 qtrs	Increased 63
TPR Tapestry Inc	9.4M	$1.2B	0.9%	—	$108.69	+19.18%	27 qtrs	Increased 71
CRM Salesforce Inc	4.5M	$1.2B	0.9%	—	$251.21	+5.86%	29 qtrs	Increased 51
MA Mastercard Inc	2.1M	$1.2B	0.9%	—	$341.30	+68.93%	29 qtrs	Increased 47
ANET Arista Networks Inc	8.7M	$1.1B	0.9%	—	$81.47	+62.55%	4 qtrs	Increased 46
MELI MercadoLibre Inc	499,396	$1B	0.8%	—	$1,464.31	+38.01%	26 qtrs	Decreased 0
TMO Thermo Fisher Scientific Inc	1.7M	$1B	0.8%	—	$427.66	+36.43%	29 qtrs	Increased 45
EMR Emerson Electric Co	7.5M	$990.3M	0.8%	—	$114.46	+17.74%	29 qtrs	Increased 47
HDB HDFC BANK LTD	26.3M	$959.7M	0.7%	—	$33.54	+8.63%	29 qtrs	Increased 47
KO Coca-Cola Co/The	13.1M	$914.7M	0.7%	—	$57.90	+21.03%	29 qtrs	Increased 49
NEE NextEra Energy Inc	11.2M	$898.9M	0.7%	—	$69.13	+16.50%	29 qtrs	Increased 47
Showing 25 of 1,123 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

HEIHEICO CORP NEW C

Q1 2024 → Q4 2025+88,894 shares+$38.6M

MSMorgan Stanley

Q1 2024 → Q4 2025+8M shares+$1.6B

AZOAutoZone Inc

Q1 2024 → Q4 2025+28,281 shares+$154.9M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer