Capital World Investors

CIK

1422849

Location

LOS ANGELES, CA

Portfolio Value

Mega $706,241,414,695

Diversification

Diversified

Filing Date

Global Rank

#12 / 8,605 — · as of Mar 2026

Top Industry

Semiconductors 12.5%

3Y Alpha vs SPY

-3.2%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.5%

SPY

+76.5%

Annualised alpha

-3.5%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

598 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.1%

−0.9 pts

Top 5

18.0%

−2.4 pts

Top 10

28.6%

−3.1 pts

HHI

131

Diversified−20

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.6%	$159,806,801,159	89
Healthcare	13.7%	$96,689,091,343	78
Consumer Cyclical	12.1%	$85,534,660,398	75
Financial Services	11.4%	$80,532,004,943	92
Industrials	11.0%	$77,598,535,373	102
Communication Services	9.4%	$66,729,626,070	26
Energy	6.0%	$42,451,051,244	35
Consumer Defensive	5.9%	$41,490,452,951	26
Basic Materials	4.2%	$29,759,314,869	38
Utilities	2.4%	$17,150,272,802	18
Real Estate	1.1%	$7,682,156,052	17
Unclassified	0.1%	$817,447,491	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+64,066,995	109,243,734	$3,166,975,848
TTE	TotalEnergies SE	+41,917,302	48,349,190	$4,398,809,306
CMCSA	Comcast Corp	+41,798,380	182,141,779	$5,229,290,475
EXC	Exelon Corp	+29,974,017	40,074,592	$1,964,456,499
DB	Deutsche Bank Aktiengesellschaft	+25,298,756	25,318,211	$753,976,323
SLB	Slb Limited/Nv	+24,364,796	47,738,940	$2,453,304,126
HPE	Hewlett Packard Enterprise Co	+21,125,561	58,667,233	$1,396,866,817
SBUX	Starbucks Corp	+18,588,224	103,315,629	$9,256,047,202
GRAB	Grab Holdings Ltd	+16,804,023	20,987,669	$76,814,868
AMZN	Amazon Com Inc	+16,651,580	50,418,935	$10,500,751,592
VALE	Vale S.A.	+15,516,913	104,839,174	$1,667,991,258
SO	Southern Co	+15,097,797	56,239,873	$5,428,272,541
CTVA	Corteva, Inc.	+14,642,858	35,998,047	$3,013,396,514
RIG	Transocean Ltd.	+13,909,743	29,575,479	$196,085,425
B	Barrick Mining Corp	+12,810,828	29,226,328	$1,192,141,919
GOOGL	Alphabet Inc.	+11,465,200	65,347,108	$18,791,214,376
EOG	Eog Resources Inc	+11,283,390	51,890,964	$7,501,876,665
VNOM	Viper Energy, Inc.	+11,100,936	24,017,493	$1,128,581,996
WDC	Western Digital Corp	+10,816,431	11,880,038	$3,213,431,478
RBLX	Roblox Corp	+10,336,508	22,473,240	$1,271,086,454
NFLX	Netflix Inc	+9,762,108	99,103,552	$9,528,806,524
CVS	CVS HEALTH Corp	+9,585,731	77,248,642	$5,547,997,468
MDT	Medtronic plc	+9,471,538	16,507,316	$1,430,358,931
FISV	Fiserv Inc	+9,057,848	13,903,314	$775,804,921
LKQ	Lkq Corp	+7,991,179	11,354,196	$333,472,736
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CVE	Cenovus Energy Inc.	−36,579,989	75,924,020	$2,014,264,250
OWL	Blue Owl Capital Inc.	−33,488,989	56,756,701	$518,188,680
BZ	Kanzhun Ltd	−27,848,020	142,411	$1,906,883
INTC	Intel Corp	−24,183,135	79,877,133	$3,524,977,879
CMG	Chipotle Mexican Grill Inc	−21,015,992	80,672,018	$2,582,311,296
XP	XP Inc.	−18,393,743	19,103,295	$363,726,736
BN	BROOKFIELD Corp /ON/	−16,728,341	82,340,675	$3,332,327,117
MU	Micron Technology Inc	−16,194,733	42,054,392	$14,207,655,793
SHOP	Shopify Inc.	−14,125,861	33,696,844	$3,997,119,635
UBS	UBS Group AG	−13,903,480	23,495,846	$917,982,703
NET	Cloudflare, Inc.	−13,089,948	22,735,569	$4,691,257,307
BSX	Boston Scientific Corp	−11,841,837	15,309,738	$960,686,059
BIPH	Brookfield Infrastructure Partners L.P.	−10,964,375	20,139,682	$727,445,313
CPRT	Copart Inc	−9,541,830	18,186,568	$603,794,057
CFG	Citizens Financial Group Inc/Ri	−8,982,654	27,904,054	$1,673,406,118
RKLB	Rocket Lab Corp	−8,958,642	7,242,084	$465,086,634
KEY	Keycorp /New/	−8,787,645	12,239,826	$245,408,511
ITUB	Itau Unibanco Holding S.A.	−7,073,903	6,262,952	$52,483,537
AVGO	Broadcom Inc.	−7,068,689	116,188,483	$35,961,497,373
COF	Capital One Financial Corp	−6,614,887	18,120,639	$3,305,748,172
RSG	Republic Services, Inc.	−6,374,592	2,391,031	$523,683,609
C	Citigroup Inc	−5,991,234	40,720,859	$4,618,152,619
GE	General Electric Co	−5,874,569	15,366,155	$4,360,453,804
ALNY	Alnylam Pharmaceuticals, Inc.	−5,499,424	10,802,348	$3,574,172,882
HAL	Halliburton Co	−5,443,377	7,543,746	$294,130,656
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	28,264,580	$5,574,340,467
AKAM	Akamai Technologies Inc	6,764,438	$776,895,704
BP	Bp PLC	15,908,895	$747,718,065
EXE	EXPAND ENERGY Corp	6,211,571	$681,906,264
AIG	American International Group, Inc.	8,000,000	$602,000,000
HSY	Hershey Co	2,750,000	$571,697,500
PFG	Principal Financial Group Inc	6,026,881	$543,082,246
SW	Smurfit Westrock plc	12,472,417	$497,025,817
ONC	BeOne Medicines Ltd.	1,622,687	$481,889,358
HBAN	Huntington Bancshares Inc /Md/	25,841,102	$404,413,246
RPRX	Royalty Pharma plc	8,036,714	$385,521,170
SUNB	Sunbelt Rentals Holdings, Inc.	5,692,089	$370,498,073
AMX	America Movil Sab De Cv/	13,872,513	$353,471,631
DOW	Dow Inc.	7,103,018	$295,840,699
MKSI	Mks Inc	1,277,200	$293,513,332
PBR	Petrobras - Petroleo Brasileiro SA	14,102,155	$292,619,716
BURL	Burlington Stores, Inc.	896,117	$291,578,549
EQT	EQT Corp	4,459,152	$283,780,433
CF	CF Industries Holdings, Inc.	2,170,883	$281,867,448
IDXX	Idexx Laboratories Inc /De	497,851	$279,737,498
ITT	Itt Inc.	1,243,409	$236,906,716
TTWO	Take Two Interactive Software Inc	1,182,767	$233,596,482
TSEM	Tower Semiconductor Ltd	1,326,761	$232,820,020
CNP	Centerpoint Energy Inc	5,272,958	$227,580,867
CRSP	CRISPR Therapeutics AG	4,725,037	$224,770,010
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SNPS	Synopsys Inc	6,635,080	$3,116,629,777
ABT	Abbott Laboratories	8,466,861	$1,060,813,014
SNAP	Snap Inc	88,452,006	$713,807,688
MCD	Mcdonalds Corp	1,550,991	$474,029,379
HIMS	Hims & Hers Health, Inc.	14,322,912	$465,064,952
DUOL	Duolingo, Inc.	2,241,378	$393,361,839
RRX	Regal Rexnord Corp	2,687,729	$377,142,133
ODFL	Old Dominion Freight Line, Inc.	2,375,101	$372,415,836
RYAN	Ryan Specialty Holdings, Inc.	6,640,638	$342,856,139
PKG	Packaging Corp Of America	1,229,648	$253,590,307
IP	International Paper Co /New/	6,332,121	$249,422,246
VICI	Vici Properties Inc.	7,986,313	$224,575,121
GWRE	Guidewire Software, Inc.	1,006,940	$202,405,009
HWM	Howmet Aerospace Inc.	733,386	$150,358,797
AGL	agilon health, inc.	8,364,227	$144,073,810
CWAN	Clearwater Analytics Holdings, Inc.	5,882,816	$141,893,521
INTA	Intapp, Inc.	2,992,169	$137,101,183
ARM	Arm Holdings PLC /Uk	1,165,776	$127,430,974
TME	Tencent Music Entertainment Group	7,030,660	$123,247,469
DHR	Danaher Corp /De/	492,865	$112,826,655
MMYT	MakeMyTrip Ltd	1,311,189	$107,674,840
EXAS	EXACT SCIENCES CORP	968,232	$98,333,641
DPZ	Dominos Pizza Inc	176,500	$73,568,730
TMUS	T-Mobile US, Inc.	307,500	$62,434,800
RDN	Radian Group Inc	1,576,825	$56,749,931
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

598 positions · $706,241,414,695 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 598 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	116,188,483	-7,068,689	$35,961,497,373	−15.7%	5.09%
META	Meta Platforms, Inc. Communication Services	Added	41,055,422	+1,496,785	$23,489,038,588	−10.0%	3.33%
MSFT	Microsoft Corp Technology	Reduced	61,734,339	-2,731,828	$22,852,200,267	−26.7%	3.24%
NVDA	Nvidia Corp Technology	Reduced	130,266,430	-546,778	$22,718,465,392	−6.9%	3.22%
PM	Philip Morris International Inc. Consumer Defensive	Added	133,450,504	+1,094,778	$22,064,706,331	+3.9%	3.12%
GOOGL	Alphabet Inc. Communication Services	Added	65,347,108	+11,465,200	$18,791,214,376	+11.4%	2.66%
TSLA	Tesla, Inc. Consumer Cyclical	Added	42,904,073	+419,621	$15,949,589,137	−16.5%	2.26%
LLY	ELI LILLY & Co Healthcare	Added	15,621,813	+590,063	$14,368,474,943	−11.1%	2.03%
MU	Micron Technology Inc Technology	Reduced	42,054,392	-16,194,733	$14,207,655,793	−14.5%	2.01%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	25,368,124	-142,058	$11,327,882,090	−2.1%	1.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	32,886,937	+5,482,648	$11,114,140,359	+33.5%	1.57%
AMZN	Amazon Com Inc Consumer Cyclical	Added	50,418,935	+16,651,580	$10,500,751,592	+34.7%	1.49%
AMGN	Amgen Inc Healthcare	Added	29,288,343	+6,190,632	$10,305,103,484	+36.3%	1.46%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Reduced	197,679,763	-2,140,838	$9,632,934,850	+42.4%	1.36%
NFLX	Netflix Inc Communication Services	Added	99,103,552	+9,762,108	$9,528,806,524	+13.8%	1.35%
SBUX	Starbucks Corp Consumer Cyclical	Added	103,315,629	+18,588,224	$9,256,047,202	+29.7%	1.31%
V	Visa Inc. Financial Services	Added	25,178,201	+701,137	$7,609,859,470	−11.4%	1.08%
UNH	Unitedhealth Group Inc Healthcare	Added	27,783,415	+5,192,373	$7,517,914,264	+0.8%	1.06%
EOG	Eog Resources Inc Energy	Added	51,890,964	+11,283,390	$7,501,876,665	+75.9%	1.06%
BAC	Bank Of America Corp /De/ Financial Services	Added	144,289,396	+2,987,985	$7,034,108,055	−9.5%	1.00%
DE	Deere & Co Industrials	Added	12,272,894	+2,680,890	$6,913,321,190	+54.8%	0.98%
AAPL	Apple Inc. Technology	Reduced	27,140,333	-347,037	$6,887,945,112	−7.8%	0.98%
UNP	Union Pacific Corp Industrials	Added	27,072,234	+6,935,885	$6,568,265,413	+41.0%	0.93%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	41,283,933	-1,588,196	$5,753,741,742	+9.3%	0.81%
AZN	Astrazeneca PLC Healthcare	NEW	28,264,580	NEW	$5,574,340,467	NEW	0.79%
CVS	CVS HEALTH Corp Healthcare	Added	77,248,642	+9,585,731	$5,547,997,468	+3.3%	0.79%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	20,062,271	+3,500,684	$5,520,735,733	+19.5%	0.78%
WPM	Wheaton Precious Metals Corp. Basic Materials	Added	42,086,263	+4,775,594	$5,513,721,315	+25.7%	0.78%
SO	Southern Co Utilities	Added	56,239,873	+15,097,797	$5,428,272,541	+51.3%	0.77%
TDG	TransDigm Group INC Industrials	Added	4,666,491	+711,979	$5,408,276,409	+2.8%	0.77%
HD	Home Depot, Inc. Consumer Cyclical	Added	16,143,812	+2,996,695	$5,309,538,328	+17.4%	0.75%
CMCSA	Comcast Corp Communication Services	Added	182,141,779	+41,798,380	$5,229,290,475	+33.0%	0.74%
BA	Boeing Co Industrials	Reduced	25,727,803	-1,461,836	$5,120,604,631	−13.3%	0.73%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	36,936,106	-12,328	$5,068,372,465	−4.8%	0.72%
ASML	Asml Holding NV Technology	Reduced	3,733,385	-148,406	$4,931,166,909	+18.7%	0.70%
NOC	Northrop Grumman Corp /De/ Industrials	Added	6,892,150	+3,458,109	$4,702,100,416	+140.1%	0.67%
NET	Cloudflare, Inc. Technology	Reduced	22,735,569	-13,089,948	$4,691,257,307	−33.6%	0.66%
C	Citigroup Inc Financial Services	Reduced	40,720,859	-5,991,234	$4,618,152,619	−15.3%	0.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	15,421,463	-2,719,609	$4,536,377,556	−22.4%	0.64%
TTE	TotalEnergies SE Energy	Added	48,349,190	+41,917,302	$4,398,809,306	+945.4%	0.62%
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	21,626,307	+288,030	$4,389,707,794	+21.3%	0.62%
GE	General Electric Co Industrials	Reduced	15,366,155	-5,874,569	$4,360,453,804	−33.4%	0.62%
IBM	International Business Machines Corp Technology	Reduced	17,062,453	-4,959,459	$4,135,767,982	−36.6%	0.59%
SHOP	Shopify Inc. Technology	Reduced	33,696,844	-14,125,861	$3,997,119,635	−48.1%	0.57%
FE	Firstenergy Corp Utilities	Added	77,662,784	+716,078	$3,934,396,637	+14.2%	0.56%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	11,011,608	-633,811	$3,800,656,501	+11.2%	0.54%
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,194,481	+487,808	$3,794,301,538	+10.4%	0.54%
GEV	GE Vernova Inc. Industrials	Added	4,262,860	+2,081,044	$3,721,050,494	+160.9%	0.53%
ISRG	Intuitive Surgical Inc Healthcare	Added	8,048,010	+191,992	$3,710,052,129	−16.6%	0.53%
AON	Aon plc Financial Services	Reduced	11,477,788	-775,116	$3,704,800,410	−14.3%	0.52%