Capital World Investors
Long book
$732.79B
Q1 2026
Positions
613
Top-10 weight
28%
concentration
Last quarter
+14.9%
SPY +14.8%
Turnover
25%
of book per quarter
Strategy in plain words
auto-generated from filingsCapital World Investors is an active long-only manager, running a $732.79B US long book across 613 positions.
The portfolio is moderately concentrated (top 10 ≈ 28% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: BROADCOM INC, META PLATFORMS INC-CLASS A, MICROSOFT CORP, NVIDIA CORP, PHILIP MORRIS INTERNATIONAL.
Over the last 9 quarters its long book ran on average 0.2pp per quarter ahead of the S&P 500, beating the index in 6 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
+2.6%
Q2 2024
+6.6%
Q3 2024
+2.8%
Q4 2024
-3.6%
Q1 2025
+13.2%
Q2 2025
+6.8%
Q3 2025
+2.6%
Q4 2025
-3.8%
Q1 2026
+14.9%
Sector allocation
Technology 29%
Industrials 14%
Healthcare 12%
Financials 11%
Consumer discretionary 7%
Services media 6%
Consumer staples 5%
Energy 5%
Long book by quarter
What does Capital World own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AVGO BROADCOM INC | Technology | 116.2M | $35.96B | 4.9% | -5.7% |
| META META PLATFORMS INC-CLASS A | Technology | 41.1M | $23.49B | 3.2% | +3.8% |
| MSFT MICROSOFT CORP | Technology | 61.7M | $22.85B | 3.1% | -4.2% |
| NVDA NVIDIA CORP | Technology | 130.3M | $22.72B | 3.1% | -0.4% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 133.5M | $22.06B | 3.0% | +0.8% |
| GOOGL ALPHABET INC-CL A | Technology | 65.3M | $18.79B | 2.6% | +21.3% |
| TSLA TESLA INC | Industrials | 42.9M | $15.95B | 2.2% | +1.0% |
| LLY ELI LILLY & CO | Healthcare | 15.6M | $14.37B | 2.0% | +3.9% |
| MU MICRON TECHNOLOGY INC | Technology | 42.1M | $14.21B | 1.9% | -27.8% |
| GOOG ALPHABET INC-CL C | Technology | 44.8M | $12.84B | 1.8% | +55.2% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 25.4M | $11.33B | 1.5% | -0.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 50.4M | $10.50B | 1.4% | +49.3% |
| AMGN AMGEN INC | Healthcare | 29.3M | $10.30B | 1.4% | +26.8% |
| CNQ CANADIAN NATURAL RESOURCES | Energy | 197.7M | $9.64B | 1.3% | -1.1% |
| NFLX NETFLIX INC | Services media | 99.1M | $9.53B | 1.3% | +10.9% |
| SBUX STARBUCKS CORP | Consumer discretionary | 103.3M | $9.26B | 1.3% | +21.9% |
| V VISA INC-CLASS A SHARES | Services media | 25.2M | $7.61B | 1.0% | +2.9% |
| UNH UNITEDHEALTH GROUP INC | Financials | 27.8M | $7.52B | 1.0% | +23.0% |
| EOG EOG RESOURCES INC | Energy | 51.9M | $7.50B | 1.0% | +27.8% |
| BAC BANK OF AMERICA CORP | Financials | 144.3M | $7.03B | 1.0% | +2.1% |
| DE DEERE & CO | Industrials | 12.3M | $6.91B | 0.9% | +27.9% |
| AAPL APPLE INC | Technology | 27.1M | $6.89B | 0.9% | -1.3% |
| UNP UNION PACIFIC CORP | Industrials | 27.1M | $6.57B | 0.9% | +34.4% |
| KLAC KLA CORP | Other | 4.1M | $6.01B | 0.8% | +11.9% |
| GILD GILEAD SCIENCES INC | Healthcare | 41.3M | $5.75B | 0.8% | -3.7% |
| CVS CVS HEALTH CORP | Healthcare | 77.2M | $5.55B | 0.8% | +14.2% |
| AZN ASTRAZENECA PLC | Healthcare | 28.3M | $5.52B | 0.8% | New |
| RCL ROYAL CARIBBEAN CRUISES LTD | Industrials | 20.1M | $5.52B | 0.8% | +21.1% |
| WPM WHEATON PRECIOUS METALS CORP | Materials | 42.1M | $5.51B | 0.8% | +12.8% |
| SO SOUTHERN CO/THE | Utilities | 56.2M | $5.43B | 0.7% | +36.7% |
| TDG TRANSDIGM GROUP INC | Industrials | 4.7M | $5.41B | 0.7% | +18.0% |
| HD HOME DEPOT INC | Consumer discretionary | 16.1M | $5.31B | 0.7% | +22.8% |
| CMCSA COMCAST CORP-CLASS A | Communications | 182.1M | $5.23B | 0.7% | +29.8% |
| BA BOEING CO/THE | Industrials | 25.7M | $5.12B | 0.7% | -5.4% |
| DHI DR HORTON INC | Industrials | 36.9M | $5.07B | 0.7% | 0.0% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 3.7M | $4.93B | 0.7% | -3.8% |
| NOC NORTHROP GRUMMAN CORP | Technology | 6.9M | $4.70B | 0.6% | +100.7% |
| NET CLOUDFLARE INC - CLASS A | Technology | 22.7M | $4.69B | 0.6% | -36.5% |
| C CITIGROUP INC | Financials | 40.7M | $4.62B | 0.6% | -12.8% |
| JPM JPMORGAN CHASE & CO | Financials | 15.4M | $4.54B | 0.6% | -15.0% |
| TTE TOTALENERGIES SE | Energy | 48.3M | $4.46B | 0.6% | +651.7% |
| AEM AGNICO EAGLE MINES LTD | Materials | 21.6M | $4.39B | 0.6% | +1.3% |
| GE GENERAL ELECTRIC | Industrials | 15.4M | $4.36B | 0.6% | -27.7% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 17.1M | $4.14B | 0.6% | -22.5% |
| SHOP SHOPIFY INC - CLASS A | Technology | 33.7M | $4.00B | 0.5% | -29.5% |
| FE FIRSTENERGY CORP | Utilities | 77.7M | $3.93B | 0.5% | +0.9% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 11.0M | $3.80B | 0.5% | -5.4% |
| MELI MERCADOLIBRE INC | Services media | 2.2M | $3.79B | 0.5% | +28.6% |
| GEV GE VERNOVA INC | Industrials | 4.3M | $3.72B | 0.5% | +95.4% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 8.0M | $3.71B | 0.5% | +2.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 620 | $732.94B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 574 | $735.30B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 568 | $732.04B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 580 | $687.95B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 552 | $617.20B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 543 | $658.71B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 534 | $645.05B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 536 | $613.27B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 517 | $604.23B | canonical | SEC ↗ |
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