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Latest Capital World Investors Stock Portfolio

$732Billion– No. of Holdings #610

Capital World Investors Performance:
2026 Q1: -3.38%YTD: -3.38%2025: 17.7%
Performance for 2026 Q1 is -3.38%, and YTD is -3.38%, and 2025 is 17.7%.

About Capital World Investors and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Capital World Investors reported an equity portfolio of $732.9 Billions as of 31 Mar, 2026.

The top stock holdings of Capital World Investors are AVGO, META, MSFT. The fund has invested 4.9% of it's portfolio in BROADCOM INC and 3.2% of portfolio in META PLATFORMS INC.

The fund managers got completely rid off SYNOPSYS INC (SNPS), ABBOTT LABS (ABT) and SNAP INC (SNAP) stocks. They significantly reduced their stock positions in KANZHUN LIMITED (BZ), HDFC BANK LTD (HDB) and CLEAR CHANNEL OUTDOOR HLDGS (CCO). Capital World Investors opened new stock positions in ASTRAZENECA PLC, AKAMAI TECHNOLOGIES INC (AKAM) and BP PLC (BP). The fund showed a lot of confidence in some stocks as they added substantially to DEUTSCHE BK AG (DB), PERMIAN RESOURCES CORP (PR) and PG&E CORP (PCG).
Capital World Investors Equity Portfolio Value
Last Reported on: 13 May, 2026

Capital World Investors Annual Return Estimates Vs S&P 500

Our best estimate is that Capital World Investors made a return of -3.38% in the last quarter. In trailing 12 months, it's portfolio return was 17.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc5,520,440,000
akamai technologies inc776,896,000
bp plc747,718,000
expand energy corporation681,906,000
american intl group inc602,000,000
hershey co571,697,000
principal financial group in543,082,000
smurfit westrock plc497,026,000
New stocks bought by Capital World Investors

Additions

Ticker% Inc.
deutsche bk ag130,037
permian resources corp6,950
novo-nordisk a s2,513
western digital corp1,016
stubhub hldgs inc711
totalenergies se651
weatherford intl plc617
myers inds inc475
Additions to existing portfolio by Capital World Investors

Reductions

Ticker% Reduced
motorola solutions inc-77.66
republic svcs inc-72.72
spotify technology s a-72.33
nucor corp-69.13
quanta svcs inc-64.31
netease com inc-64.11
live nation entertainment in-63.96
mondelez intl inc-63.81
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 19.8% 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%
Technology19.8
Others13.7
Healthcare12.1
Consumer Cyclical11.5
Communication Services9.9
Industrials9.6
Financial Services9.4
Consumer Defensive5.6
Energy3
Utilities2.1
Basic Materials1.9
Real Estate1.1

Market Cap. Distribution

Capital World Investors has about 83.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP42.7
LARGE-CAP40.8
UNALLOCATED14
MID-CAP2.3

Stocks belong to which Index?

About 78.8% 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 50076.7
Others21.3
RUSSELL 20002.1
Top 5 Winners (%)%
VIAV
viavi solutions inc
75.5 %
LYB
lyondellbasell industries nv
73.9 %
noble corp plc
65.0 %
CIEN
ciena corp
63.5 %
LITE
lumentum hldgs inc
61.8 %
Top 5 Winners ($)$
CNQ
canadian nat res ltd med ter
2963.4 M
MU
micron technology inc
2628.9 M
EOG
eog res inc
1830.7 M
DE
deere & co
1067.9 M
TSM
taiwan semiconductor manufac
1023.7 M
Top 5 Losers (%)%
MNDY
monday com ltd
-52.7 %
TDUP
thredup inc
-48.7 %
NFE
new fortress energy inc
-48.3 %
flutter entmt plc
-47.9 %
GTLB
gitlab inc
-42.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-7162.8 M
AVGO
broadcom inc
-4388.1 M
META
meta platforms inc
-3549.0 M
TSLA
tesla inc
-3330.7 M
LLY
eli lilly & co
-2376.5 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 610 stocks in it's portfolio. About 27.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CNQ was the most profitable stock for Capital World Investors last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions