Capital Research Global Investors
Long book
$644.55B
Q1 2026
Positions
458
Top-10 weight
35%
concentration
Last quarter
+14.3%
SPY +14.8%
Turnover
22%
of book per quarter
Strategy in plain words
auto-generated from filingsCapital Research Global Investors is an active long-only manager, running a $644.55B US long book across 458 positions.
The portfolio is moderately concentrated (top 10 ≈ 35% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: BROADCOM INC, MICROSOFT CORP, NVIDIA CORP, AMAZON.COM INC, ELI LILLY & CO.
Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.3%
Q2 2024
+7.7%
Q3 2024
+0.9%
Q4 2024
-3.0%
Q1 2025
+12.2%
Q2 2025
+6.1%
Q3 2025
+2.0%
Q4 2025
-4.0%
Q1 2026
+14.3%
Sector allocation
Technology 35%
Industrials 12%
Healthcare 11%
Financials 9%
Consumer discretionary 8%
Services media 6%
Utilities 4%
Energy 4%
Long book by quarter
What does Capital Research own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AVGO BROADCOM INC | Technology | 116.0M | $35.91B | 5.6% | +34.3% |
| MSFT MICROSOFT CORP | Technology | 96.1M | $35.57B | 5.5% | +31.1% |
| NVDA NVIDIA CORP | Technology | 193.0M | $33.66B | 5.2% | +12.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 118.4M | $24.66B | 3.8% | +31.5% |
| LLY ELI LILLY & CO | Healthcare | 24.6M | $22.65B | 3.5% | +0.3% |
| META META PLATFORMS INC-CLASS A | Technology | 30.9M | $17.68B | 2.7% | +72.9% |
| GOOGL ALPHABET INC-CL A | Technology | 57.5M | $16.55B | 2.6% | +10.5% |
| AAPL APPLE INC | Technology | 64.0M | $16.25B | 2.5% | +15.4% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 79.8M | $13.20B | 2.0% | +46.3% |
| GOOG ALPHABET INC-CL C | Technology | 40.3M | $11.56B | 1.8% | +43.4% |
| RTX RTX CORP | Industrials | 52.3M | $10.10B | 1.6% | -31.3% |
| AMAT APPLIED MATERIALS INC | Technology | 29.5M | $10.07B | 1.6% | -9.9% |
| GE GENERAL ELECTRIC | Industrials | 34.7M | $9.85B | 1.5% | +40.4% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 21.1M | $9.43B | 1.5% | +22.0% |
| SBUX STARBUCKS CORP | Consumer discretionary | 102.3M | $9.17B | 1.4% | +24.5% |
| UBER UBER TECHNOLOGIES INC | Services media | 116.3M | $8.37B | 1.3% | +2.5% |
| JPM JPMORGAN CHASE & CO | Financials | 27.4M | $8.06B | 1.3% | +25.0% |
| CNQ CANADIAN NATURAL RESOURCES | Energy | 164.4M | $8.02B | 1.2% | +12.4% |
| LIN LINDE PLC | Materials | 16.1M | $7.96B | 1.2% | +58.5% |
| RCL ROYAL CARIBBEAN CRUISES LTD | Industrials | 28.3M | $7.77B | 1.2% | +40.0% |
| MA MASTERCARD INC - A | Services media | 13.9M | $6.94B | 1.1% | +28.7% |
| ABBV ABBVIE INC | Healthcare | 31.3M | $6.80B | 1.1% | +23.0% |
| CARR CARRIER GLOBAL CORP | Industrials | 116.4M | $6.55B | 1.0% | +55.7% |
| NFLX NETFLIX INC | Services media | 68.0M | $6.54B | 1.0% | +60.6% |
| WFC WELLS FARGO & CO | Financials | 72.9M | $5.80B | 0.9% | +94.8% |
| XOM EXXON MOBIL CORP | Energy | 33.7M | $5.72B | 0.9% | +0.7% |
| ABT ABBOTT LABORATORIES | Healthcare | 49.8M | $5.11B | 0.8% | +27.1% |
| CSCO CISCO SYSTEMS INC | Technology | 63.9M | $4.96B | 0.8% | New |
| HD HOME DEPOT INC | Consumer discretionary | 15.0M | $4.93B | 0.8% | +47.3% |
| ORCL ORACLE CORP | Technology | 32.1M | $4.73B | 0.7% | +6.6% |
| MELI MERCADOLIBRE INC | Services media | 2.7M | $4.70B | 0.7% | +22.1% |
| UNH UNITEDHEALTH GROUP INC | Financials | 17.1M | $4.63B | 0.7% | +173.3% |
| PGR PROGRESSIVE CORP | Financials | 22.6M | $4.48B | 0.7% | +102.6% |
| BLK BLACKROCK INC | Financials | 4.6M | $4.43B | 0.7% | +20.1% |
| UNP UNION PACIFIC CORP | Industrials | 16.9M | $4.10B | 0.6% | +54.0% |
| MDLZ MONDELEZ INTERNATIONAL INC-A | Consumer staples | 68.3M | $3.94B | 0.6% | +131.4% |
| GILD GILEAD SCIENCES INC | Healthcare | 27.1M | $3.78B | 0.6% | +7.2% |
| EOG EOG RESOURCES INC | Energy | 26.1M | $3.77B | 0.6% | +6.7% |
| TDG TRANSDIGM GROUP INC | Industrials | 3.1M | $3.64B | 0.6% | +26.9% |
| MDT MEDTRONIC PLC | Healthcare | 41.9M | $3.63B | 0.6% | +21.3% |
| INTC INTEL CORP | Technology | 77.3M | $3.41B | 0.5% | +190.4% |
| CVNA CARVANA CO | Consumer discretionary | 10.9M | $3.41B | 0.5% | +90.3% |
| APH AMPHENOL CORP-CL A | Technology | 26.6M | $3.36B | 0.5% | +61.8% |
| MS MORGAN STANLEY | Financials | 20.3M | $3.34B | 0.5% | +31.4% |
| NEE NEXTERA ENERGY INC | Utilities | 35.7M | $3.31B | 0.5% | +20.7% |
| TSLA TESLA INC | Industrials | 8.6M | $3.21B | 0.5% | +5.1% |
| ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 9.5M | $3.13B | 0.5% | +39.7% |
| CNP CENTERPOINT ENERGY INC | Utilities | 72.3M | $3.12B | 0.5% | +245.1% |
| D DOMINION ENERGY INC | Utilities | 49.0M | $3.03B | 0.5% | -18.1% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 10.4M | $3.02B | 0.5% | -12.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 459 | $644.56B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 434 | $541.73B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 433 | $532.97B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 431 | $499.46B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 456 | $459.90B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 438 | $486.38B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 415 | $481.14B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 414 | $455.74B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 410 | $441.98B | canonical | SEC ↗ |