Latest Capital World Investors Stock Portfolio
Capital World Investors Performance:
2025 Q3: 4.85%YTD: 12.45%2024: 18.84%
Performance for 2025 Q3 is 4.85%, and YTD is 12.45%, and 2024 is 18.84%.
About Capital World Investors and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Capital World Investors reported an equity portfolio of $732 Billions as of 30 Sep, 2025.
The top stock holdings of Capital World Investors are AVGO, MSFT, META. The fund has invested 6.1% of it's portfolio in BROADCOM INC and 4.7% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off KROGER CO (KR), SANOFI and VIPER ENERGY INC (VNOM) stocks. They significantly reduced their stock positions in SHELL PLC, FREEPORT-MCMORAN INC (FCX) and HONEYWELL INTL INC (HON). Capital World Investors opened new stock positions in VIPER ENERGY INC, CREDICORP LTD (BAP) and ACCENTURE PLC IRELAND (ACN). The fund showed a lot of confidence in some stocks as they added substantially to LPL FINL HLDGS INC (LPLA), CAVA GROUP INC and PACCAR INC (PCAR).
The top stock holdings of Capital World Investors are AVGO, MSFT, META. The fund has invested 6.1% of it's portfolio in BROADCOM INC and 4.7% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off KROGER CO (KR), SANOFI and VIPER ENERGY INC (VNOM) stocks. They significantly reduced their stock positions in SHELL PLC, FREEPORT-MCMORAN INC (FCX) and HONEYWELL INTL INC (HON). Capital World Investors opened new stock positions in VIPER ENERGY INC, CREDICORP LTD (BAP) and ACCENTURE PLC IRELAND (ACN). The fund showed a lot of confidence in some stocks as they added substantially to LPL FINL HLDGS INC (LPLA), CAVA GROUP INC and PACCAR INC (PCAR).
Capital World Investors Annual Return Estimates Vs S&P 500
Our best estimate is that Capital World Investors made a return of 4.85% in the last quarter. In trailing 12 months, it's portfolio return was 14.66%.
New Buys
| Ticker | $ Bought |
|---|---|
| viper energy inc | 474,821,000 |
| credicorp ltd | 434,014,000 |
| accenture plc ireland | 268,578,000 |
| walmart inc | 174,325,000 |
| oreilly automotive inc | 153,650,000 |
| tjx cos inc new | 123,662,000 |
| esco technologies inc | 93,727,800 |
| james hardie inds plc | 86,120,700 |
New stocks bought by Capital World Investors
Additions
| Ticker | % Inc. |
|---|---|
| lpl finl hldgs inc | 15,960 |
| cava group inc | 13,258 |
| british amern tob plc | 12,870 |
| paccar inc | 11,269 |
| toro co | 4,495 |
| ge vernova inc | 1,907 |
| autozone inc | 1,298 |
| agco corp | 1,206 |
Additions to existing portfolio by Capital World Investors
Reductions
| Ticker | % Reduced |
|---|---|
| freeport-mcmoran inc | -98.77 |
| honeywell intl inc | -96.55 |
| danaher corporation | -87.3 |
| dayforce inc | -80.72 |
| yum brands inc | -79.09 |
| centene corp del | -78.14 |
| ferguson enterprises inc | -71.49 |
| paychex inc | -70.47 |
Capital World Investors reduced stake in above stock
Sold off
Sector Distribution
Capital World Investors has about 23.5% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 23.5 |
| Others | 12.4 |
| Financial Services | 11.7 |
| Consumer Cyclical | 11.7 |
| Healthcare | 10.8 |
| Communication Services | 9.5 |
| Industrials | 9.1 |
| Consumer Defensive | 5.4 |
| Energy | 1.9 |
| Basic Materials | 1.7 |
| Utilities | 1.3 |
Market Cap. Distribution
Capital World Investors has about 84.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 46.3 |
| MEGA-CAP | 37.8 |
| UNALLOCATED | 12.6 |
| MID-CAP | 3.2 |
Stocks belong to which Index?
About 78.5% of the stocks held by Capital World Investors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 76.7 |
| Others | 21.4 |
| RUSSELL 2000 | 1.8 |
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 558 stocks in it's portfolio. About 30.1% of the portfolio is in top 10 stocks. PM proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Capital World Investors last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AA | alcoa corp | 0.00 | 611,995 | 20,128,500 | unchanged | 0.00 | ||
| AAON | aaon inc | 0.01 | 529,346 | 49,462,100 | new | |||
| AAPL | apple inc | 0.71 | 20,436,200 | 5,203,630,000 | reduced | -5.21 | ||
| ABBV | abbvie inc | 0.20 | 6,335,280 | 1,466,780,000 | reduced | -2.15 | ||
| ABCL | abcellera biologics inc | 0.01 | 13,361,100 | 67,206,300 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.16 | 8,927,100 | 1,195,680,000 | added | 0.49 | ||
| ACA | arcosa inc | 0.02 | 1,600,000 | 149,936,000 | unchanged | 0.00 | ||
| ACLX | arcellx inc | 0.01 | 783,011 | 64,285,200 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.04 | 1,089,120 | 268,578,000 | new | |||
| ADBE | adobe inc | 0.14 | 2,963,300 | 1,045,300,000 | reduced | -38.06 | ||
| AES | aes corp | 0.02 | 11,384,700 | 149,823,000 | reduced | -27.03 | ||
| AFRM | affirm hldgs inc | 0.21 | 21,203,700 | 1,549,590,000 | added | 0.09 | ||
| AGCO | agco corp | 0.01 | 587,608 | 62,915,200 | added | 1,206 | ||
| AGM | federal agric mtg corp | 0.01 | 275,768 | 46,323,500 | new | |||
| AIT | applied indl technologies in | 0.01 | 335,619 | 87,613,300 | added | 4.08 | ||
| AJG | gallagher arthur j & co | 0.50 | 11,783,100 | 3,649,480,000 | added | 0.87 | ||
| ALB | albemarle corp | 0.09 | 8,260,360 | 669,750,000 | added | 0.25 | ||
| ALB | albemarle corp | 0.02 | 4,060,180 | 153,800,000 | added | 0.96 | ||
| ALCC | oklo inc | 0.01 | 481,015 | 53,695,700 | new | |||
| ALGN | align technology inc | 0.02 | 1,316,860 | 164,897,000 | added | 1.54 | ||