Top Institutional Investors

Capital World Investors — 13F Holdings & Portfolio

CIK 1422849 · latest 13F-HR filed 2026-08-12

Backtest portfolio

Capital World Investors manages $846.43B in 13F-reported U.S. long-equity assets across 637 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVGO (5.44%), MU (4.02%), GOOGL (3.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 75 new positions and exited 58; 310 existing positions rose in reported value and 178 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$846.43B

Long-equity book

Holdings
637

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+75 / −58 / ↑310 / ↓178

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AVGO5.4% · +5%MU4.0% · -30%GOOGL3.1% · +12%PM2.8% · -0%META2.7% · -0%NVDA2.6% · -16%MSFT2.4% · -11%TSLA2.3% · +7%LLY2.3% · +2%TSM1.9% · +4%GOOG1.8% · -5%AMZN1.7% · +21%KLAC1.6% · +1010%VRTX1.5% · +3%UNH1.5% · +8%AAPL1.3% · +45%WDC1.3% · +40%AMGN1.2% · -1%V1.1% · +12%SBUX1.1% · -12%CNQ1.0% · +10%CVS0.9% · -3%INTC0.9% · -31%ASML0.9% · -0%UNP0.9% · +0%DE0.9% · -6%EOG0.8% · +7%BA0.8% · +19%BAC0.8% · -20%NFLX0.7% · -12%DHI0.7% · +1%SO0.7% · +11%NET0.7% · +7%RCL0.7% · -7%GEV0.7% · +18%GE0.7% · +2%TDG0.7% · -8%AZN0.7% · +6%GILD0.6% · -1%ABBV0.6% · +21%JPM0.6% · -6%C0.6% · -17%HD0.5% · -18%IBM0.5% · -5%WELL0.5% · +57%APP0.5% · +156%WPM0.5% · -13%SHOP0.5% · +1%KDP0.5% · +20%AON0.5% · +2%TTE0.5% · +3%JNJ0.5% · +30%FE0.4% · +0%BKNG0.4% · +2580%CTVA0.4% · +19%ALNY0.4% · +3%BN0.4% · -4%CAT0.4% · -14%QSR0.4% · +2%DRI0.4% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 29.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 310 →

Top Trims

Show all 178 →

New Positions

Show all 75 →

Exited Positions

Show all 58 →

Capital World Investors Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BROADCOM INC AVGO 11135F101 $46.04B 5.44% 121,892,859 SH
2 MICRON TECHNOLOGY INC MU 595112103 $34.02B 4.02% 29,469,646 SH
3 ALPHABET INC GOOGL 02079K305 $26.21B 3.10% 73,349,871 SH
4 PHILIP MORRIS INTL INC PM 718172109 $24.09B 2.85% 133,152,391 SH
5 META PLATFORMS INC META 30303M102 $23.03B 2.72% 40,876,883 SH
6 NVIDIA CORPORATION NVDA 67066G104 $21.83B 2.58% 109,129,403 SH
7 MICROSOFT CORP MSFT 594918104 $20.57B 2.43% 55,139,128 SH
8 TESLA INC TSLA 88160R101 $19.24B 2.27% 45,735,669 SH
9 ELI LILLY & CO LLY 532457108 $19.08B 2.25% 15,902,642 SH
10 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $16.41B 1.94% 34,372,274 SH
11 ALPHABET INC GOOG 02079K107 $15.00B 1.77% 42,451,592 SH
12 AMAZON COM INC AMZN 023135106 $14.59B 1.72% 61,208,160 SH
13 KLA CORP KLAC 482480100 $13.67B 1.61% 45,318,111 SH
14 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $12.97B 1.53% 26,115,014 SH
15 UNITEDHEALTH GROUP INC UNH 91324P102 $12.42B 1.47% 29,887,932 SH
16 APPLE INC AAPL 037833100 $11.38B 1.34% 39,344,907 SH
17 WESTERN DIGITAL CORP WDC 958102105 $10.60B 1.25% 16,598,211 SH
18 AMGEN INC AMGN 031162100 $10.53B 1.24% 29,075,329 SH
19 VISA INC V 92826C839 $9.70B 1.15% 28,269,307 SH
20 STARBUCKS CORP SBUX 855244109 $9.35B 1.10% 91,475,472 SH
21 CANADIAN NAT RES LTD MED TER CNQ 136385101 $8.62B 1.02% 217,960,835 SH
22 CVS HEALTH CORP CVS 126650100 $7.75B 0.92% 74,951,955 SH
23 INTEL CORP INTC 458140100 $7.71B 0.91% 55,212,818 SH
24 ASML HLDG NV ASML N07059210 $7.41B 0.88% 3,726,679 SH
25 UNION PAC CORP UNP 907818108 $7.38B 0.87% 27,141,622 SH
26 DEERE & CO DE 244199105 $7.30B 0.86% 11,501,949 SH
27 EOG RES INC EOG 26875P101 $7.19B 0.85% 55,451,748 SH
28 BOEING CO BA 097023105 $6.64B 0.78% 30,665,928 SH
29 BANK OF AMER CORP BAC 060505104 $6.60B 0.78% 115,849,982 SH
30 NETFLIX INC. NFLX 64110L106 $6.24B 0.74% 87,336,163 SH
31 D R HORTON INC DHI 23331A109 $6.07B 0.72% 37,280,759 SH
32 SOUTHERN CO SO 842587107 $5.98B 0.71% 62,518,698 SH
33 CLOUDFLARE INC NET 18915M107 $5.97B 0.70% 24,325,692 SH
34 ROYAL CARIBBEAN GROUP RCL V7780T103 $5.93B 0.70% 18,670,920 SH
35 GE VERNOVA INC GEV 36828A101 $5.88B 0.70% 5,007,405 SH
36 GE AEROSPACE GE 369604301 $5.86B 0.69% 15,684,572 SH
37 TRANSDIGM GROUP INC TDG 893641100 $5.69B 0.67% 4,274,109 SH
38 ASTRAZENECA PLC AZN G0593M107 $5.63B 0.66% 30,075,134 SH
39 GILEAD SCIENCES INC GILD 375558103 $5.18B 0.61% 40,988,975 SH
40 ABBVIE INC ABBV 00287Y109 $4.83B 0.57% 19,178,966 SH
41 JPMORGAN CHASE & CO JPM 46625H100 $4.74B 0.56% 14,473,602 SH
42 CITIGROUP INC C 172967424 $4.71B 0.56% 33,626,421 SH
43 HOME DEPOT INC HD 437076102 $4.65B 0.55% 13,174,621 SH
44 INTERNATIONAL BUSINESS MACHS IBM 459200101 $4.56B 0.54% 16,207,905 SH
45 WELLTOWER INC WELL 95040Q104 $4.55B 0.54% 20,028,842 SH
46 APPLOVIN CORP APP 03831W108 $4.20B 0.50% 8,150,954 SH
47 WHEATON PRECIOUS METALS CORP WPM 962879102 $4.11B 0.49% 36,626,362 SH
48 SHOPIFY INC SHOP 82509L107 $3.89B 0.46% 34,087,544 SH
49 KEURIG DR PEPPER INC KDP 49271V100 $3.89B 0.46% 118,725,548 SH
50 AON PLC AON G0403H108 $3.88B 0.46% 11,711,650 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $846.43B 637 0001422849-26-000113
2026-03-31 2026-05-13 $732.94B 620 0001422849-26-000046
2025-12-31 2026-02-11 $735.30B 574 0001422849-26-000010
2025-09-30 2025-11-13 $732.04B 568 0001422849-25-000069
Filer Information
Address
333 SOUTH HOPE STREET
55TH FLOOR
LOS ANGELES, CA 90071
Phone
(213) 486-9200
Filing Manager
Capital World Investors
LOS ANGELES, CA
Signatory
Alan N. Berro
Partner