Capital International Investors
CIK
1562230
Location
Los Angeles, CA
Portfolio Value
Mega
$399,183,414,385
Diversification
Diversified
Filing Date
Global Rank
#26
/ 8,607
▼ 9
· as of Mar 2026
Top Industry
Semiconductors
12.8%
3Y Alpha vs SPY
-2.6%
Period ended 3 months ago
Filed May 14, 2026 · 57d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+64.8%
SPY
+75.5%
Annualised alpha
-2.5%
Max drawdown
−18.1%
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
394 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.5%
−1.8 pts
Top 5
21.4%
−2.9 pts
Top 10
31.4%
−4.2 pts
HHI
168
Diversified−44
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.6% | $113,969,432,868 |
| Industrials | 13.6% | $54,460,463,658 |
| Financial Services | 12.1% | $48,106,806,086 |
| Healthcare | 11.2% | $44,847,236,568 |
| Consumer Cyclical | 9.5% | $37,878,755,862 |
| Consumer Defensive | 6.4% | $25,377,244,607 |
| Communication Services | 6.2% | $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 CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| COMP | Compass, Inc. | +15,194,674 | 19,943,416 | $145,786,370 | |
| PBR | Petrobras - Petroleo Brasileiro SA | +13,605,256 | 44,242,564 | $918,033,203 | |
| SHOP | Shopify Inc. | +11,716,933 | 50,060,088 | $5,938,127,638 | |
| APH | Amphenol Corp /De/ | +11,653,093 | 35,333,842 | $4,464,430,936 | |
| MSTR | Strategy Inc | +10,826,893 | 31,441,761 | $3,923,931,772 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | +7,501,283 | 9,111,146 | $443,986,144 | |
| LYV | Live Nation Entertainment, Inc. | +6,847,542 | 7,112,687 | $1,084,755,894 | |
| OKE | Oneok Inc /New/ | +5,137,226 | 13,116,823 | $1,185,629,630 | |
| CSGP | Costar Group, Inc. | +4,671,743 | 15,513,753 | $625,824,796 | |
| BAC | Bank Of America Corp /De/ | +4,009,118 | 46,871,738 | $2,284,997,227 | |
| RPRX | Royalty Pharma plc | +3,901,427 | 35,005,736 | $1,679,225,155 | |
| HTHT | H World Group Ltd | +3,866,143 | 12,200,747 | $613,575,566 | |
| NKE | NIKE, Inc. | +3,696,650 | 11,339,032 | $598,927,670 | |
| CPNG | Coupang, Inc. | +3,178,071 | 44,309,107 | $836,555,940 | |
| KDP | Keurig Dr Pepper Inc. | +3,176,961 | 20,034,992 | $527,521,339 | |
| TMO | Thermo Fisher Scientific Inc. | +2,968,583 | 3,888,726 | $1,911,425,490 | |
| VRSK | Verisk Analytics, Inc. | +2,865,313 | 6,129,636 | $1,163,098,431 | |
| ABBV | AbbVie Inc. | +2,726,228 | 14,418,993 | $3,135,986,787 | |
| TTEK | Tetra Tech Inc | +2,368,690 | 11,385,267 | $342,924,242 | |
| ALH | Alliance Laundry Holdings Inc. | +2,314,729 | 7,302,367 | $151,451,091 | |
| PSA | Public Storage | +2,228,822 | 6,363,818 | $1,723,831,019 | |
| HEI | Heico Corp | +2,224,891 | 2,661,900 | $729,892,980 | |
| V | Visa Inc. | +2,193,192 | 23,709,563 | $7,165,978,321 | |
| COST | Costco Wholesale Corp /New | +2,109,174 | 2,749,541 | $2,739,725,138 | |
| ZBH | Zimmer Biomet Holdings, Inc. | +1,991,309 | 9,119,222 | $824,560,053 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OWL | Blue Owl Capital Inc. | −60,569,475 | 4,833,140 | $44,126,568 | |
| AVGO | Broadcom Inc. | −57,817,288 | 84,046,789 | $26,013,321,663 | |
| CNP | Centerpoint Energy Inc | −49,945,123 | 36,085,129 | $1,557,434,167 | |
| DB | Deutsche Bank Aktiengesellschaft | −42,957,755 | 23,548,845 | $701,284,604 | |
| IR | Ingersoll Rand Inc. | −39,134,762 | 13,219,152 | $1,059,118,458 | |
| MDLZ | Mondelez International, Inc. | −36,923,764 | 50,019,822 | $2,883,142,540 | |
| AAPL | Apple Inc. | −35,525,866 | 36,296,549 | $9,211,701,170 | |
| SRE | Sempra | −33,023,155 | 18,754,548 | $1,822,379,429 | |
| AMX | America Movil Sab De Cv/ | −30,135,954 | 10,218,787 | $260,374,692 | |
| PM | Philip Morris International Inc. | −28,616,563 | 72,761,312 | $12,030,355,326 | |
| MSFT | Microsoft Corp | −26,747,859 | 54,837,522 | $20,299,205,518 | |
| IP | International Paper Co /New/ | −26,741,652 | 36,671,683 | $1,309,179,083 | |
| NCLH | Norwegian Cruise Line Holdings Ltd. | −26,195,770 | 29,981,899 | $560,661,511 | |
| ABT | Abbott Laboratories | −25,731,218 | 37,498,227 | $3,849,942,966 | |
| AMZN | Amazon Com Inc | −25,645,759 | 43,934,071 | $9,150,148,967 | |
| VALE | Vale S.A. | −24,049,104 | 3,593,319 | $57,169,705 | |
| TFC | Truist Financial Corp | −23,845,227 | 84,512,937 | $3,885,059,713 | |
| NFLX | Netflix Inc | −23,612,960 | 2,848,273 | $273,861,448 | |
| GE | General Electric Co | −22,665,915 | 19,219,409 | $5,453,891,691 | |
| TRP | Tc Energy Corp | −22,646,084 | 3,542,345 | $221,750,797 | |
| RTX | RTX Corp | −20,601,930 | 23,910,379 | $4,612,312,109 | |
| B | Barrick Mining Corp | −19,363,842 | 64,309,836 | $2,623,198,210 | |
| COP | Conocophillips | −17,244,513 | 31,115,547 | $4,107,252,204 | |
| BTI | British American Tobacco p.l.c. | −15,573,911 | 48,815,570 | $2,854,246,377 | |
| EQT | EQT Corp | −14,813,012 | 3,446,908 | $219,361,225 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 34,393,013 | $6,782,990,023 | |
| NET | Cloudflare, Inc. | 10,893,165 | $2,247,695,666 | |
| HCA | HCA Healthcare, Inc. | 3,033,612 | $1,435,626,542 | |
| PWR | Quanta Services, Inc. | 2,252,570 | $1,236,705,981 | |
| RSG | Republic Services, Inc. | 5,333,574 | $1,168,159,377 | |
| CDNS | Cadence Design Systems Inc | 3,954,412 | $1,098,812,462 | |
| DE | Deere & Co | 1,703,509 | $959,586,619 | |
| BN | BROOKFIELD Corp /ON/ | 13,179,614 | $533,378,978 | |
| MCD | Mcdonalds Corp | 1,562,960 | $485,752,338 | |
| BIPH | Brookfield Infrastructure Partners L.P. | 13,160,998 | $475,375,247 | |
| LYB | LyondellBasell Industries N.V. | 5,851,711 | $471,413,838 | |
| RKLB | Rocket Lab Corp | 6,701,140 | $430,347,210 | |
| AMCR | Amcor plc | 8,804,864 | $349,993,344 | |
| RNR | Renaissancere Holdings Ltd | 1,142,558 | $339,602,514 | |
| DLR | Digital Realty Trust, Inc. | 1,732,166 | $312,153,634 | |
| EOG | Eog Resources Inc | 1,864,054 | $269,486,286 | |
| CVNA | Carvana Co. | 3,327,983 | $209,250,259 | |
| TRU | TransUnion | 2,828,091 | $195,675,616 | |
| XPO | XPO, Inc. | 925,663 | $180,087,736 | |
| ARM | Arm Holdings PLC /Uk | 1,165,530 | $176,321,378 | |
| USFD | US Foods Holding Corp. | 1,862,651 | $171,755,048 | |
| TPC | Tutor Perini Corp | 1,507,654 | $116,375,812 | |
| QGEN | Qiagen N.V. | 2,436,169 | $97,544,206 | |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. | 762,850 | $70,212,714 | |
| MDA | MDA Space Ltd. | 2,607,522 | $66,022,457 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HSY | Hershey Co | 9,106,431 | $1,657,188,313 | |
| U | Unity Software Inc. | 18,370,198 | $811,411,645 | |
| SNAP | Snap Inc | 37,871,060 | $305,619,454 | |
| TTWO | Take Two Interactive Software Inc | 1,181,044 | $302,382,695 | |
| PCG | PG&E Corp | 12,776,909 | $205,324,927 | |
| ECL | Ecolab Inc. | 762,319 | $200,123,983 | |
| NEE | Nextera Energy Inc | 2,324,163 | $186,583,805 | |
| YMM | Full Truck Alliance Co. Ltd. | 16,533,004 | $177,399,132 | |
| NCNO | nCino, Inc. | 5,854,698 | $150,114,456 | |
| DG | Dollar General Corp | 1,122,046 | $148,974,047 | |
| FIS | Fidelity National Information Services, Inc. | 1,715,044 | $113,981,824 | |
| EL | Estee Lauder Companies Inc | 1,080,468 | $113,146,608 | |
| SUI | Sun Communities Inc | 882,808 | $109,388,739 | |
| BNTX | BioNTech SE | 1,134,941 | $108,046,383 | |
| AAON | Aaon, Inc. | 1,328,881 | $101,327,176 | |
| CG | Carlyle Group Inc. | 1,713,670 | $101,295,033 | |
| GGB | Gerdau S.A. | 27,415,434 | $101,162,951 | |
| SSNC | SS&C Technologies Holdings Inc | 1,121,718 | $98,060,587 | |
| CCI | Crown Castle Inc. | 809,166 | $71,910,582 | |
| GIS | General Mills Inc | 1,513,221 | $70,364,776 | |
| CTVA | Corteva, Inc. | 835,249 | $55,986,740 | |
| CSX | Csx Corp | 1,482,794 | $53,751,282 | |
| FLEX | Flex Ltd. | 864,808 | $52,251,699 | |
| NSC | Norfolk Southern Corp | 180,528 | $52,122,044 | |
| IDA | Idacorp Inc | 406,728 | $51,475,495 | |
| No positions match the current search. | ||||
394 positions ·
$399,183,414,385 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 394 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 84,046,789 | $26,013,321,663 | 6.52% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 54,837,522 | $20,299,205,518 | 5.09% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 97,683,264 | $17,035,961,241 | 4.27% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 72,761,312 | $12,030,355,326 | 3.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 17,780,799 | $10,172,928,531 | 2.55% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 36,296,549 | $9,211,701,170 | 2.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 43,934,071 | $9,150,148,967 | 2.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 25,458,714 | $7,320,907,797 | 1.83% | |
| V |
Visa Inc.
Financial Services
|
Added | 23,709,563 | $7,165,978,321 | 1.80% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 35,817,366 | $7,081,451,431 | 1.77% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Reduced | 25,051,397 | $6,893,643,426 | 1.73% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 34,393,013 | $6,782,990,023 | 1.70% | |
| TDG |
TransDigm Group INC
Industrials
|
Reduced | 5,494,695 | $6,368,131,717 | 1.60% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 50,060,088 | $5,938,127,638 | 1.49% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 6,116,692 | $5,625,949,800 | 1.41% | |
| GE |
General Electric Co
Industrials
|
Reduced | 19,219,409 | $5,453,891,691 | 1.37% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 10,680,967 | $5,336,851,971 | 1.34% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Reduced | 7,096,465 | $4,841,492,281 | 1.21% | |
| TTE |
TotalEnergies SE
Energy
|
Reduced | 52,493,616 | $4,775,869,183 | 1.20% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 23,910,379 | $4,612,312,109 | 1.16% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 35,333,842 | $4,464,430,936 | 1.12% | |
| COP |
Conocophillips
Energy
|
Reduced | 31,115,547 | $4,107,252,204 | 1.03% | |
| MSTR |
Strategy Inc
Technology
|
Added | 31,441,761 | $3,923,931,772 | 0.98% | |
| TFC |
Truist Financial Corp
Financial Services
|
Reduced | 84,512,937 | $3,885,059,713 | 0.97% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 37,498,227 | $3,849,942,966 | 0.96% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 11,306,653 | $3,821,083,381 | 0.96% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 12,605,169 | $3,707,936,513 | 0.93% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Reduced | 35,134,041 | $3,249,898,792 | 0.81% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 11,608,787 | $3,241,753,769 | 0.81% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 14,418,993 | $3,135,986,787 | 0.79% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 8,931,615 | $3,017,456,811 | 0.76% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 1,737,559 | $3,004,274,262 | 0.75% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
Reduced | 11,831,227 | $2,898,650,615 | 0.73% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 9,935,678 | $2,886,215,102 | 0.72% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 50,019,822 | $2,883,142,540 | 0.72% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Reduced | 48,815,570 | $2,854,246,377 | 0.72% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 29,948,686 | $2,758,872,954 | 0.69% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,749,541 | $2,739,725,138 | 0.69% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 15,713,853 | $2,725,567,802 | 0.68% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 15,945,694 | $2,705,346,444 | 0.68% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 5,441,647 | $2,697,750,916 | 0.68% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 14,014,713 | $2,657,189,584 | 0.67% | |
| B |
Barrick Mining Corp
Basic Materials
|
Reduced | 64,309,836 | $2,623,198,210 | 0.66% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Reduced | 16,825,929 | $2,616,095,440 | 0.66% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 7,122,275 | $2,505,972,458 | 0.63% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 3,459,278 | $2,450,760,091 | 0.61% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 9,001,312 | $2,435,665,014 | 0.61% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 12,624,458 | $2,356,607,574 | 0.59% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 1,767,447 | $2,334,497,021 | 0.58% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 5,126,077 | $2,288,998,423 | 0.57% |