CAPITAL INTERNATIONAL INC /CA/

Long Only Manager

CAPITAL INTERNATIONAL INC /CA/ is a Long Only Manager based in Los Angeles, CA led by Robert Whitney Lovelace, reporting $46.1B in AUM as of Q3 2025 with AVGO as the largest holding (6% allocation).

ChairmanRobert Whitney Lovelace

Portfolio Value: $12.4B
Positions: 301
Top Holding: AVGO at 6.44%
Last Reported: Q3 2025

Address333 South Hope Street, Los Angeles, CA, 90071-1406, United States

Top Holdings

Largest long holdings in CAPITAL INTERNATIONAL INC /CA/'s portfolio (27.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Broadcom Inc. AVGO	Semiconductors Technology	$797.1M	6.44%	+$66.9M Bought	0.05% 2.4M shares	Q4 2016 Held for 8y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$670.8M	5.42%	+$93.0M Bought	0.02% 1.3M shares	Q3 2014 Held for 11y 2m
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$353.8M	2.86%	+$42.5M Bought	0.02% 481.7K shares	Q1 2018 Held for 7y 8m
4 Nvidia NVDA	Semiconductors Technology	$327.9M	2.65%	+$45.9M Bought	0.01% 1.8M shares	Q3 2021 Held for 4y 2m
5 Philip Morris International PM	Tobacco Consumer Defensive	$268.6M	2.17%	+$32.7M Bought	0.11% 1.7M shares	≤ Q2 2013 Held for 12y 5m+
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$226.7M	1.83%	+$28.8M Bought	0.03% 718.7K shares	≤ Q2 2013 Held for 12y 5m+
7 Apple AAPL	Consumer Electronics Technology	$220.3M	1.78%	+$36.2M Bought	0.01% 865.3K shares	≤ Q2 2013 Held for 12y 5m+
8 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$208.3M	1.68%	+$19.4M Bought	0.01% 855.2K shares	Q4 2014 Held for 10y 11m
9 Royal Caribbean Group RCL	Travel Services Consumer Cyclical	$190.0M	1.54%	+$9.1M Bought	0.22% 587.3K shares	Q4 2016 Held for 8y 11m
10 Barnes Group B	Industrial - Machinery Industrials	$183.4M	1.48%	+$49.4M Bought	0.33% 5.6M shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CAPITAL INTERNATIONAL INC /CA/'s latest filing

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Market Value

$12.4B

Prior: $10.2B

Q/Q Change

+21.39%

+$2.2B

Net Flows % of MV

+12.36%

Turnover Ratio

9.54%

Increased Positions

Position	Shares Δ	Change
1 YMM Full Truck Alliance Co. Ltd. YMM	New	0 → 3.9M +$50.1M
2 FUTU Futu Holdings Limited FUTU	New	0 → 226.4K +$39.4M
3 Fair Isaac FICO	New	0 → 5.0K +$7.5M
4 Watsco WSO	New	0 → 18.3K +$7.4M
5 Texas Roadhouse TXRH	New	0 → 20.2K +$3.3M

Decreased Positions

Position	Shares Δ	Change
1 Aramark ARMK	Sold	444.0K → 0 −$18.6M
2 KSPI Kaspi.kz KSPI	Sold	143.1K → 0 −$12.1M
3 SHEL Shell plc SHEL	Sold	136.1K → 0 −$9.6M
4 Dollar General DG	Sold	72.9K → 0 −$8.3M
5 SNY Sanofi SNY	Sold	158.4K → 0 −$7.7M

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Analytics

Portfolio insights and performance metrics for CAPITAL INTERNATIONAL INC /CA/

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Sector Allocation

Technology

24.70%

Financial Services

14.70%

Consumer Cyclical

11.50%

Industrials

11.40%

Healthcare

9.10%

Communication Services

7.60%

Consumer Defensive

4.80%

Utilities

3.50%

Energy

2.40%

Basic Materials

2.30%

Real Estate

1.50%

Market Cap Distribution

Mega Cap (> $200B)

43.89%

Large Cap ($10B - $200B)

46.77%

Mid Cap ($2B - $10B)

1.39%

Nano Cap (< $50M)

0.76%

N/A (ETF or Unknown)

7.19%

Portfolio Concentration

Top 10 Holdings %

27.86%

Top 20 Holdings %

40.61%

Top 50 Holdings %

62.54%

Top 100 Holdings %

80.7%