Institutions
Capital International Investors

Capital International Investors

CIK

1562230

Location

Los Angeles, CA

Portfolio Value

Mega $117,584,676,773

Diversification

Diversified

Filing Date

Global Rank

#27 / 8,545 ▼ 11

Top Industry

Semiconductors 12.7%

3Y Alpha vs SPY

-3.3%

Period ended 2 months ago

Filed May 13, 2026 · 20d

25 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

6.4%

−1.8 pts

Top 5

21.2%

−2.9 pts

Top 10

31.1%

−4.2 pts

HHI

166

Diversified −43

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.1%	$117,584,676,773	56
Industrials	13.5%	$54,476,258,711	78
Financial Services	11.8%	$47,782,798,244	68
Healthcare	11.1%	$44,847,236,568	44
Consumer Cyclical	9.6%	$38,820,042,141	43
Consumer Defensive	6.3%	$25,377,244,607	21
Communication Services	6.1%	$24,644,753,679	16
Energy	4.4%	$17,669,523,061	21
Real Estate	2.8%	$11,263,122,334	12
Basic Materials	2.7%	$10,948,550,995	21
Utilities	2.5%	$9,962,181,384	11
Unclassified	0.0%	$55,343,283	1

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
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
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
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
CVNA	Carvana Co.	3,327,983	$1,046,251,295
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
BIP	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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

56 positions · $117,584,676,773 total · Technology only · 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 51–56 of 56 positions by value · page 2 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RBRK	Rubrik, Inc. Technology	Reduced	618,119	-663,548	$30,269,287	−69.1%	0.03%
CWAN	Clearwater Analytics Holdings, Inc. Technology	Reduced	1,260,099	-953,080	$29,801,341	−44.2%	0.03%
TTMI	Ttm Technologies Inc Technology	NEW	295,522	NEW	$28,789,753	NEW	0.02%
NOVT	Novanta Inc Technology	Held	134,552	0	$15,891,936	−0.7%	0.01%
DUOL	Duolingo, Inc. Technology	Reduced	149,640	-158,965	$14,750,014	−72.8%	0.01%
VNET	VNET Group, Inc. Technology	NEW	1,453,259	NEW	$12,192,843	NEW	0.01%