Capital World Investors

Capital World Investors is an institution, managing $686.04B across 573 long positions as of Q2 2025 with AVGO as the largest holding (6% allocation).

Portfolio Value: $686.04B
Positions: 573
Top Holding: AVGO at 5.96%
Last Reported: Q2 2025

Top Holdings

Largest long holdings in Capital World Investors's portfolio (31% of total portfolio)

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Holding	Sector	Market Value	Weight	Ownership	Owned Since
1 Broadcom Inc. AVGO	Semiconductors Technology	$40.9B	5.96%	3.15% 148.3M shares	Q4 2016 Held for 8y 9m
2 Microsoft MSFT	Software - Infrastructure Technology	$33.0B	4.82%	0.89% 66.4M shares	≤ Q2 2013 Held for 12y 3m+
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$28.8B	4.19%	1.55% 39.0M shares	≤ Q2 2013 Held for 12y 3m+
4 Philip Morris International PM	Tobacco Consumer Defensive	$23.0B	3.35%	8.10% 126.1M shares	≤ Q2 2013 Held for 12y 3m+
5 Nvidia NVDA	Semiconductors Technology	$22.6B	3.29%	0.59% 143.0M shares	Q3 2021 Held for 4 years
6 Netflix NFLX	Entertainment Communication Services	$14.0B	2.04%	2.46% 10.5M shares	≤ Q2 2013 Held for 12y 3m+
7 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$13.7B	2.00%	1.96% 17.6M shares	Q4 2017 Held for 7y 9m
8 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$13.2B	1.93%	1.29% 41.6M shares	≤ Q2 2013 Held for 12y 3m+
9 Vertex Pharmaceuticals VRTX	Biotechnology Healthcare	$12.8B	1.86%	11.19% 28.7M shares	≤ Q2 2013 Held for 12y 3m+
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$11.0B	1.60%	0.47% 50.0M shares	≤ Q2 2013 Held for 12y 3m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Capital World Investors's latest filing

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Market Value

$686.04B

Prior: $615.48B

Q/Q Change

+11.46%

+$70.6B

Net Flows % of MV

-1.5%

Turnover Ratio

6.42%

New Purchases

34 stocks

$2.9B

Added To

272 stocks

+$36.0B

Sold Out Of

29 stocks

$6.6B

Reduced Holdings

148 stocks

-$42.6B

Increased Positions

Position	Shares Δ	Change
1 Hims & Hers Health HIMS	New	0 → 18.6M +$925.2M
2 Barnes Group B	New	0 → 23.6M +$492.0M
3 Rocket Lab USA, Inc. RKLB	New	0 → 13.2M +$472.9M
4 CSW Industrials, Inc. CSW	New	0 → 583.0K +$167.2M
5 Core & Main CNM	New	0 → 1.5M +$90.9M

Decreased Positions

Position	Shares Δ	Change
1 Discover Financial Services DFS	Sold	20.7M → 0 −$3.5B
2 Airbnb ABNB	Sold	9.7M → 0 −$1.2B
3 Barrick Gold GOLD	Sold	23.6M → 0 −$459.2M
4 Cadence Design Systems CDNS	Sold	905.6K → 0 −$230.3M
5 Texas Instruments TXN	Sold	1.0M → 0 −$180.1M

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Analytics

Portfolio insights and performance metrics for Capital World Investors

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Sector Allocation

Technology

25.20%

Financial Services

14.30%

Consumer Cyclical

11.70%

Healthcare

11.60%

Communication Services

10.10%

Industrials

9.60%

Consumer Defensive

6.70%

Energy

3.70%

Basic Materials

2.90%

Utilities

1.10%

Real Estate

1.00%

Market Cap Distribution

Mega Cap (> $200B)

42.33%

Large Cap ($10B - $200B)

50.62%

Mid Cap ($2B - $10B)

3.00%

Small Cap ($300M - $2B)

0.25%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.81%

N/A (ETF or Unknown)

2.99%

Portfolio Concentration

Top 10 Holdings %

31.04%

Top 20 Holdings %

41.79%

Top 50 Holdings %

62.42%

Top 100 Holdings %

80.61%

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