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Latest Capital World Investors Stock Portfolio

$846Billion | No. of Holdings #623

Capital World Investors Performance

2026 Q2+13.75%
YTD+9.91%
2025+17.70%

About Capital World Investors and 13F Hedge Fund Stock Holdings

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Capital World Investors reported an equity portfolio of $846.4 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Capital World Investors are AVGO, MU, GOOG. The fund has invested 5.4% of it's portfolio in BROADCOM INC and 4% of portfolio in MICRON TECHNOLOGY INC. <br><br> The fund managers got completely rid off TRACTOR SUPPLY CO (TSCO), AMETEK INC (AME) and CAESARS ENTERTAINMENT INC NE (CZR) stocks. They significantly reduced their stock positions in ECOLAB INC (ECL), TENET HEALTHCARE CORP (THC) and NRG ENERGY INC (NRG). Capital World Investors opened new stock positions in ALPHABET INC (GOOG), ARM HOLDINGS PLC and ROCKET COS INC (RKT). The fund showed a lot of confidence in some stocks as they added substantially to KANZHUN LIMITED (BZ), HUMANA INC (HUM) and CELLEBRITE DI LTD (CLBT).
Capital World Investors Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$846Billion
  as of Aug 12, 2026

Capital World Investors Annual Return Estimates Vs S&P 500

Our best estimate is that Capital World Investors made a return of 13.75% in the last quarter. In trailing 12 months, it's portfolio return was 19%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
alphabet inc1,882,690,000
arm holdings plc1,535,420,000
berkshire hathaway inc del1,355,070,000
alphabet inc1,275,920,000
rocket cos inc1,091,990,000
first solar inc970,890,000
cerebras systems inc860,675,000
fidelity natl information sv811,402,000
New stocks bought by Capital World Investors

Additions

Ticker% Inc.
kanzhun limited9,597
humana inc981
permian resources corp540
morgan stanley529
carvana co445
mineralys therapeutics inc401
unity software inc307
corning inc285
Additions to existing portfolio by Capital World Investors

Reductions

Ticker% Reduced
cooper cos inc-92.03
arcosa inc-73.89
pepsico inc-71.56
adobe inc-68.84
public svc enterprise group-66.9
bp plc-61.11
capital one finl corp-59.32
polaris inc-58.72
Capital World Investors reduced stake in above stock

Sold off

None of the stocks were completely sold off by Capital World Investors

Sector Distribution

Capital World Investors has about 24.8% of it's holdings in Technology sector.

  • Technology
  • Others
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Energy
  • Utilities
  • Basic Materials
  • Real Estate
Sector%
Technology24.8
Others13.1
Healthcare12.2
Consumer Cyclical10.7
Communication Services9.6
Industrials8.8
Financial Services8.1
Consumer Defensive5.4
Energy2.5
Utilities1.9
Basic Materials1.5
Real Estate1.3

Market Cap. Distribution

Capital World Investors has about 84% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP48.4
LARGE-CAP35.6
UNALLOCATED13.2
MID-CAP2.5

Stocks belong to which Index?

About 79.1% of the stocks held by Capital World Investors either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50076.8
Others20.8
RUSSELL 20002.3
Top 5 Winners (%)%
astera labs inc
321.6 %
MU
micron technology inc
205.5 %
INTC
intel corp
183.0 %
FLEX
flex ltd
137.7 %
ABCL
abcellera biologics inc
122.6 %
Top 5 Winners ($)$
MU
micron technology inc
29198.0 M
AVGO
broadcom inc
8127.5 M
KLAC
kla corp
6651.3 M
INTC
intel corp
6449.2 M
WDC
western digital corp
5243.4 M
Top 5 Losers (%)%
sable offshore corp
-81.2 %
CVNA
carvana co
-69.1 %
INTU
intuit
-39.5 %
NFE
new fortress energy inc
-38.5 %
EPAM
epam sys inc
-35.3 %
Top 5 Losers ($)$
NFLX
netflix inc.
-2306.4 M
CVNA
carvana co
-2088.6 M
CNQ
canadian nat res ltd med ter
-1915.5 M
NOC
northrop grumman corp
-1033.7 M
AEM
agnico eagle mines ltd
-984.0 M

Capital World Investors Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Capital World Investors

Capital World Investors has 623 stocks in it's portfolio. About 29.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Capital World Investors last quarter.

$844.27BTotal Value
500Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Capital World Investors, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Capital World Investors's holding in Agnico Eagle Mines Ltd over time
0.36%19,724,800
$3.06B
0.36%
decreased 8.79 percentreduced