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Latest Capital International Investors Stock Portfolio

$426Billion– No. of Holdings #436

Capital International Investors Performance:
2026 Q1: -4.73%YTD: -4.73%2025: 18.1%
Performance for 2026 Q1 is -4.73%, and YTD is -4.73%, and 2025 is 18.1%.

About Capital International 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 International Investors reported an equity portfolio of $426.5 Billions as of 31 Mar, 2026.

The top stock holdings of Capital International Investors are AVGO, MSFT, NVDA. The fund has invested 6.1% of it's portfolio in BROADCOM INC and 4.8% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off HERSHEY CO (HSY), ASTRAZENECA PLC (AZN) and UNITY SOFTWARE INC (U) stocks. They significantly reduced their stock positions in WEBSTER FINL CORP (WBS), RIO TINTO PLC (RIO) and MAKEMYTRIP LIMITED MAURITIUS (MMYT). Capital International Investors opened new stock positions in ASTRAZENECA PLC, CLOUDFLARE INC (NET) and HCA HEALTHCARE INC (HCA). The fund showed a lot of confidence in some stocks as they added substantially to LIVE NATION ENTERTAINMENT IN (LYV), DOW HLDGS INC (DOW) and HEICO CORP NEW (HEI).
Capital International Investors Equity Portfolio Value
Last Reported on: 13 May, 2026

Capital International Investors Annual Return Estimates Vs S&P 500

Our best estimate is that Capital International Investors made a return of -4.73% in the last quarter. In trailing 12 months, it's portfolio return was 16.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc6,724,770,000
cloudflare inc2,247,610,000
hca healthcare inc1,435,620,000
quanta svcs inc1,236,710,000
republic svcs inc1,168,160,000
cadence design system inc1,098,810,000
carvana co1,046,240,000
deere & co959,530,000
New stocks bought by Capital International Investors

Additions

Ticker% Inc.
live nation entertainment in2,582
dow hldgs inc2,065
heico corp new509
canadian nat res ltd med ter465
costco wholesale corporation329
thermo fisher scientific inc322
compass inc319
comfort sys usa inc244
Additions to existing portfolio by Capital International Investors

Reductions

Ticker% Reduced
webster finl corp-99.93
rio tinto plc-99.07
makemytrip limited mauritius-97.1
nisource inc-97.06
sherwin williams co-96.18
trip com group ltd-93.92
agios pharmaceuticals inc-93.09
blue owl capital inc-92.61
Capital International Investors reduced stake in above stock

Sold off

Ticker$ Sold
snap inc-305,619,000
gerdau sa-101,163,000
unity software inc-811,421,000
full truck alliance co ltd-177,399,000
pg&e corp-205,325,000
hershey co-1,657,190,000
amcor plc-354,227,000
ncino inc-150,114,000
Capital International Investors got rid off the above stocks

Sector Distribution

Capital International Investors has about 23.8% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Real Estate
  • Energy
  • Utilities
  • Basic Materials
Sector%
Technology23.8
Others14.5
Industrials12.2
Financial Services9.9
Healthcare8.6
Consumer Cyclical8.6
Communication Services8.2
Consumer Defensive5.2
Real Estate2.6
Energy2.3
Utilities2.2
Basic Materials1.6

Market Cap. Distribution

Capital International Investors has about 83.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP44.4
LARGE-CAP39.3
UNALLOCATED14.5
MID-CAP1.7

Stocks belong to which Index?

About 78% of the stocks held by Capital International Investors either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50074.4
Others22.1
RUSSELL 20003.6
Top 5 Winners (%)%
sable offshore corp
68.7 %
PBR
petroleo brasileiro s a
57.0 %
CVE
cenovus energy inc
55.0 %
KLIC
kulicke & soffa inds inc
44.3 %
GNRC
generac hldgs inc
43.2 %
Top 5 Winners ($)$
COP
conocophillips
1525.9 M
totalenergies se
1419.2 M
KLAC
kla corp
1037.6 M
NOC
northrop grumman corp
1037.4 M
XOM
exxon mobil corp
985.6 M
Top 5 Losers (%)%
stubhub hldgs inc
-53.9 %
SMFR
genedx holdings corp
-49.0 %
NFE
new fortress energy inc
-48.3 %
TEAM
atlassian corporation
-41.0 %
UPWK
upwork inc
-40.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-7749.4 M
AVGO
broadcom inc
-4163.0 M
META
meta platforms inc
-1920.4 M
SHOP
shopify inc
-1879.7 M
GOOG
alphabet inc
-1765.3 M

Capital International Investors Holdings Map

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

Current Stock Holdings of Capital International Investors

Capital International Investors has 436 stocks in it's portfolio. About 30.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. COP was the most profitable stock for Capital International Investors last quarter.

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