Capital Research Global Investors
RIA/Wealth
Capital Research Global Investors is a RIA/Wealth based in New York, NY led by Sardar Sheraz Iftikhar, managing $498.86B across 423 long positions as of Q2 2025 with MSFT as the largest holding (7% allocation).
CEOSardar Sheraz Iftikhar
- Portfolio Value
- $498.86B
- Positions
- 423
- Top Holding
- MSFT at 7.16%
- Last Reported
- Q2 2025
Top Holdings
Largest long holdings in Capital Research Global Investors's portfolio (36.3% of total portfolio)
| Holding | Sector | Market Value | Weight | Ownership |
|---|---|---|---|---|
1  Microsoft MSFT | Software - Infrastructure Technology | $35.7B | 7.16% | 0.97% 71.8M shares |
2  Broadcom Inc. AVGO | Semiconductors Technology | $25.2B | 5.06% | 1.95% 91.5M shares |
3  Meta Platforms, Inc. META | Internet Content & Information Communication Services | $24.0B | 4.80% | 1.29% 32.5M shares |
4  Nvidia NVDA | Semiconductors Technology | $22.5B | 4.51% | 0.58% 142.5M shares |
5  Amazon AMZN | Specialty Retail Consumer Cyclical | $18.6B | 3.73% | 0.80% 84.7M shares |
6  Eli Lilly LLY | Drug Manufacturers - General Healthcare | $16.2B | 3.24% | 2.31% 20.8M shares |
7  Uber Technologies UBER | Software - Application Technology | $11.2B | 2.25% | 5.75% 120.3M shares |
8  Raytheon Technologies RTX | Aerospace & Defense Industrials | $11.0B | 2.21% | 5.64% 75.4M shares |
9  Apple AAPL | Consumer Electronics Technology | $8.6B | 1.72% | 0.28% 41.7M shares |
10  Royal Caribbean Group RCL | Travel Services Consumer Cyclical | $8.1B | 1.62% | 9.53% 25.9M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Capital Research Global Investors's latest filing
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
1  Microchip Technology MCHP | New |
2  Microchip Technology Incorporated Depositary Shares Each Representing a 1/20th Interest in a Share of 7.50% Series A Mandatory Convertible Preferred Stock MCHPP | New |
3  Chime Financial, Inc. Class A Common Stock CHYM | New |
4  KT Corp. KT | New |
5  Tetra Tech TTEK | New |
Decreased Positions
| Position | Shares Δ |
|---|---|
1  Charter Communications, Inc. CHTR | Sold |
2  Principal Financial Group PFG | Sold |
3 BEKE KE Holdings BEKE | Sold |
4 TCOM Trip.com Group TCOM | Sold |
5  TFI International TFII | Sold |
Analytics
Portfolio insights and performance metrics for Capital Research Global Investors