Capital International Investors

Location
Los Angeles, CA
Portfolio Value
Mega $403,431,731,780
Diversification
Diversified
Filing Date
Global Rank
#23 / 8,519 ▼ 9
Top Industry
Semiconductors 12.7%
Period ended 56 days ago
Filed May 13, 2026 · 13d
25 quarters · since Mar 2020

Portfolio Concentration

392 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.4%
−2.0 pts
Top 5
21.2%
−3.6 pts
Top 10
31.1%
−5.2 pts
HHI
166
Jun 2023 → Mar 2026 · range 151 – 226
Diversified −55

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 29.1% $117,584,676,773
Industrials 13.5% $54,476,258,711
Financial Services 11.8% $47,782,798,244
Healthcare 11.1% $44,847,236,568
Consumer Cyclical 9.6% $38,820,042,141
Consumer Defensive 6.3% $25,377,244,607
Communication Services 6.1% $24,644,753,679
Energy 4.4% $17,669,523,061
Real Estate 2.8% $11,263,122,334
Basic Materials 2.7% $10,948,550,995
Utilities 2.5% $9,962,181,384
Unclassified 0.0% $55,343,283

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value
COMP +15,194,674 19,943,416 $145,786,370
PBR +13,605,256 44,242,564 $918,033,203
SHOP +11,716,933 50,060,088 $5,938,127,638
APH +11,653,093 35,333,842 $4,464,430,936
MSTR +10,826,893 31,441,761 $3,923,931,772
CNQ +7,501,283 9,111,146 $443,986,144
LYV +6,847,542 7,112,687 $1,084,755,894
OKE +5,137,226 13,116,823 $1,185,629,630
CSGP +4,671,743 15,513,753 $625,824,796
BAC +4,009,118 46,871,738 $2,284,997,227
RPRX +3,901,427 35,005,736 $1,679,225,155
HTHT +3,866,143 12,200,747 $613,575,566
NKE +3,696,650 11,339,032 $598,927,670
CPNG +3,178,071 44,309,107 $836,555,940
KDP +3,176,961 20,034,992 $527,521,339
TMO +2,968,583 3,888,726 $1,911,425,490
VRSK +2,865,313 6,129,636 $1,163,098,431
ABBV +2,726,228 14,418,993 $3,135,986,787
TTEK +2,368,690 11,385,267 $342,924,242
ALH +2,314,729 7,302,367 $151,451,091
PSA +2,228,822 6,363,818 $1,723,831,019
HEI +2,224,891 2,661,900 $729,892,980
V +2,193,192 23,709,563 $7,165,978,321
COST +2,109,174 2,749,541 $2,739,725,138
ZBH +1,991,309 9,119,222 $824,560,053

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value
OWL 60,569,475 4,833,140 $44,126,568
AVGO 57,817,288 84,046,789 $26,013,321,663
CNP 49,945,123 36,085,129 $1,557,434,167
DB 42,957,755 23,548,845 $701,284,604
MDLZ 36,923,764 50,019,822 $2,883,142,540
AAPL 35,525,866 36,296,549 $9,211,701,170
SRE 33,023,155 18,754,548 $1,822,379,429
PM 28,616,563 72,761,312 $12,030,355,326
MSFT 26,747,859 54,837,522 $20,299,205,518
IP 26,741,652 36,671,683 $1,309,179,083
NCLH 26,195,770 29,981,899 $560,661,511
ABT 25,731,218 37,498,227 $3,849,942,966
AMZN 25,645,759 43,934,071 $9,150,148,967
VALE 24,049,104 3,593,319 $57,169,705
TFC 23,845,227 84,512,937 $3,885,059,713
NFLX 23,612,960 2,848,273 $273,861,448
GE 22,665,915 19,219,409 $5,453,891,691
TRP 22,646,084 3,542,345 $221,750,797
RTX 20,601,930 23,910,379 $4,612,312,109
B 19,363,842 64,309,836 $2,623,198,210
COP 17,244,513 31,115,547 $4,107,252,204
BTI 15,573,911 48,815,570 $2,854,246,377
EQT 14,813,012 3,446,908 $219,361,225
TOST 14,788,186 30,603,273 $811,292,767
ARMK 14,539,587 10,354,916 $419,788,294

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value
AZN 34,393,013 $6,782,990,023
APD 9,935,678 $2,886,215,102
LIN 5,441,647 $2,697,750,916
NET 10,893,165 $2,247,695,666
HCA 3,033,612 $1,435,626,542
ATO 7,326,778 $1,353,402,432
PWR 2,252,570 $1,236,705,981
RSG 5,333,574 $1,168,159,377
CDNS 3,954,412 $1,098,812,462
IR 13,219,152 $1,059,118,458
CVNA 3,327,983 $1,046,251,295
DE 1,703,509 $959,586,619
EXC 15,345,302 $752,226,704
FIX 391,831 $540,331,030
BN 13,179,614 $533,378,978
MCD 1,562,960 $485,752,338
BIP 13,160,998 $475,375,247
LYB 5,851,711 $471,413,838
RKLB 6,701,140 $430,347,210
AMCR 8,804,864 $349,993,344
RNR 1,142,558 $339,602,514
DLR 1,732,166 $312,153,634
EOG 1,864,054 $269,486,286
AMX 10,218,787 $260,374,692
ACA 1,952,826 $207,272,951

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value
HSY 9,106,431 $1,657,188,313
U 18,370,198 $811,411,645
SNAP 37,871,060 $305,619,454
TTWO 1,181,044 $302,382,695
NEE 2,324,163 $186,583,805
YMM 16,533,004 $177,399,132
NCNO 5,854,698 $150,114,456
DG 1,122,046 $148,974,047
FIS 1,715,044 $113,981,824
EL 1,080,468 $113,146,608
SUI 882,808 $109,388,739
BNTX 1,134,941 $108,046,383
AAON 1,328,881 $101,327,176
GGB 27,415,434 $101,162,951
SSNC 1,121,718 $98,060,587
CCI 809,166 $71,910,582
GIS 1,513,221 $70,364,776
CTVA 835,249 $55,986,740
CSX 1,482,794 $53,751,282
FLEX 864,808 $52,251,699
NSC 180,528 $52,122,044
IDA 406,728 $51,475,495
FRME 1,346,300 $50,459,324
GWRE 239,672 $48,176,468
FIG 1,200,793 $44,873,634

Portfolio Positions

Export CSV View 13F filing
392 positions · $403,431,731,780 total · as of Mar 31, 2026
Showing 1–50 of 392 positions by value · page 1 of 8
Ticker Company Shares Value (USD) % of Portfolio Action
AVGO
Broadcom Inc.
Technology
84,046,789 $26,013,321,663 6.45% History
MSFT
Microsoft Corp
Technology
54,837,522 $20,299,205,518 5.03% History
NVDA
Nvidia Corp
Technology
97,683,264 $17,035,961,241 4.22% History
PM
Philip Morris International Inc.
Consumer Defensive
72,761,312 $12,030,355,326 2.98% History
META
Meta Platforms, Inc.
Communication Services
17,780,799 $10,172,928,531 2.52% History
AAPL
Apple Inc.
Technology
36,296,549 $9,211,701,170 2.28% History
AMZN
Amazon Com Inc
Consumer Cyclical
43,934,071 $9,150,148,967 2.27% History
GOOGL
Alphabet Inc.
Communication Services
25,458,714 $7,320,907,797 1.81% History
V
Visa Inc.
Financial Services
23,709,563 $7,165,978,321 1.78% History
WELL
Welltower Inc.
Real Estate
35,817,366 $7,081,451,431 1.76% History
RCL
Royal Caribbean Cruises Ltd
Consumer Cyclical
25,051,397 $6,893,643,426 1.71% History
AZN
Astrazeneca Plc
Healthcare
34,393,013 $6,782,990,023 1.68% History
TDG
TransDigm Group INC
Industrials
5,494,695 $6,368,131,717 1.58% History
SHOP
Shopify Inc.
Technology
50,060,088 $5,938,127,638 1.47% History
LLY
ELI LILLY & Co
Healthcare
6,116,692 $5,625,949,800 1.39% History
GE
General Electric Co
Industrials
19,219,409 $5,453,891,691 1.35% History
MA
Mastercard Inc
Financial Services
10,680,967 $5,336,851,971 1.32% History
NOC
Northrop Grumman Corp /De/
Industrials
7,096,465 $4,841,492,281 1.20% History
TTE
TotalEnergies SE
Energy
52,493,616 $4,775,869,183 1.18% History
RTX
RTX Corp
Industrials
23,910,379 $4,612,312,109 1.14% History
APH
Amphenol Corp /De/
Technology
35,333,842 $4,464,430,936 1.11% History
COP
Conocophillips
Energy
31,115,547 $4,107,252,204 1.02% History
KLAC
Kla Corp
Technology
2,728,138 $4,016,937,672 1.00% History
MSTR
Strategy Inc
Technology
31,441,761 $3,923,931,772 0.97% History
TFC
Truist Financial Corp
Financial Services
84,512,937 $3,885,059,713 0.96% History
ABT
Abbott Laboratories
Healthcare
37,498,227 $3,849,942,966 0.95% History
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
11,306,653 $3,821,083,381 0.95% History
JPM
Jpmorgan Chase & Co
Financial Services
12,605,169 $3,707,936,513 0.92% History
KKR
KKR & Co. Inc.
Financial Services
35,134,041 $3,249,898,792 0.81% History
CEG
Constellation Energy Corp
Utilities
11,608,787 $3,241,753,769 0.80% History
ABBV
AbbVie Inc.
Healthcare
14,418,993 $3,135,986,787 0.78% History
MU
Micron Technology Inc
Technology
8,931,615 $3,017,456,811 0.75% History
MELI
Mercadolibre Inc
Consumer Cyclical
1,737,559 $3,004,274,262 0.74% History
FTAI
FTAI Aviation Ltd.
Industrials
11,831,227 $2,898,650,615 0.72% History
APD
Air Products & Chemicals, Inc.
Basic Materials
9,935,678 $2,886,215,102 0.72% History
MDLZ
Mondelez International, Inc.
Consumer Defensive
50,019,822 $2,883,142,540 0.71% History
BTI
British American Tobacco p.l.c.
Consumer Defensive
48,815,570 $2,854,246,377 0.71% History
PAYX
Paychex Inc
Technology
29,948,686 $2,758,872,954 0.68% History
COST
Costco Wholesale Corp /New
Consumer Defensive
2,749,541 $2,739,725,138 0.68% History
MRSH
Marsh & Mclennan Companies, Inc.
Financial Services
15,713,853 $2,725,567,802 0.68% History
XOM
Exxon Mobil Corp
Energy
15,945,694 $2,705,346,444 0.67% History
LIN
Linde Plc
Basic Materials
5,441,647 $2,697,750,916 0.67% History
DHR
Danaher Corp /De/
Healthcare
14,014,713 $2,657,189,584 0.66% History
B
Barrick Mining Corp
Basic Materials
64,309,836 $2,623,198,210 0.65% History
YUM
Yum Brands Inc
Consumer Cyclical
16,825,929 $2,616,095,440 0.65% History
AMGN
Amgen Inc
Healthcare
7,122,275 $2,505,972,458 0.62% History
CAT
Caterpillar Inc
Industrials
3,459,278 $2,450,760,091 0.61% History
UNH
Unitedhealth Group Inc
Healthcare
9,001,312 $2,435,665,014 0.60% History
CRM
Salesforce, Inc.
Technology
12,624,458 $2,356,607,574 0.58% History
ASML
Asml Holding Nv
Technology
1,767,447 $2,334,497,021 0.58% History
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