Capital World Investors Portfolio
Capital World Investors 13F filer (CIK 0001422849).
Q2 2026 · 623 positions · Total reported value $800.25B · Top-10 concentration 29.9%
Turnover: 46.9% · 62 new · 201 cut · 55 exited
Active Share (vs S&P 500): 56.1% · vs QQQ: 66.2% — share of the book that differs from index weights (higher = more active) · ranking
In its Q2 2026 13F filing, Capital World Investors disclosed 623 equity positions with a combined reported value of $800.25B. The filing implies a moderately concentrated portfolio: its ten largest positions account for 29.9% of reported value. HoldingsHub classifies the profile as Mega / High Turnover.
The largest disclosed positions as of Q2 2026 were AVGO ($46.04B), MU ($34.02B), PM ($24.09B). By sector, the heaviest allocations are Technology 34.2%, Health Care 15.7%. Versus the prior quarter, allocation shifted toward Technology (+3.7pp), Consumer Staples (+2.8pp) and away from Energy (-0.7pp), Other (-0.9pp).
Versus the prior quarter, Capital World Investors opened 62 new positions, trimmed 201 and fully exited 55, a turnover rate of 46.9% of positions. The portfolio's overlap with the prior quarter was 83% of names.
Figures come from the fund's SEC Form 13F filing. 13F reports are filed within 45 days of quarter end and cover long positions of $100,000 or more; they exclude short positions and non-13F asset classes, so treat this page as a quarter-end snapshot rather than the fund's live book.
Sector Allocation
| # | Symbol | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 121.89M | $46.04B | 5.75% | Add |
| 2 | MU | MICRON TECHNOLOGY INC | 29.47M | $34.02B | 4.25% | Reduce |
| 3 | PM | PHILIP MORRIS INTL INC | 133.15M | $24.09B | 3.01% | Hold |
| 4 | META | META PLATFORMS INC. CLASS A | 40.88M | $23.03B | 2.88% | Hold |
| 5 | NVDA | NVIDIA CORPORATION | 109.13M | $21.83B | 2.73% | Reduce |
| 6 | MSFT | MICROSOFT CORP | 55.14M | $20.57B | 2.57% | Reduce |
| 7 | TSLA | TESLA INC | 45.74M | $19.24B | 2.40% | Add |
| 8 | LLY | ELI LILLY & CO | 15.90M | $19.08B | 2.38% | Add |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 34.37M | $16.41B | 2.05% | Add |
| 10 | GOOG | ALPHABET INC | 42.45M | $15.00B | 1.87% | Reduce |
| 11 | AMZN | AMAZON COM INC | 61.21M | $14.59B | 1.82% | Add |
| 12 | KLAC | KLA CORP | 45.32M | $13.67B | 1.71% | Add |
| 13 | VRTX | VERTEX PHARMACEUTICALS INCORPORATED | 26.12M | $12.97B | 1.62% | Add |
| 14 | UNH | UNITEDHEALTH GROUP INCORPORATED | 29.89M | $12.42B | 1.55% | Add |
| 15 | AAPL | APPLE INC | 39.34M | $11.38B | 1.42% | Add |
| 16 | AMGN | AMGEN INC | 29.08M | $10.53B | 1.32% | Reduce |
| 17 | V | VISA INC | 28.27M | $9.70B | 1.21% | Add |
| 18 | SBUX | STARBUCKS CORP | 91.48M | $9.35B | 1.17% | Reduce |
| 19 | CNQ | CANADIAN NAT RES LTD MED TER | 217.96M | $8.62B | 1.08% | Add |
| 20 | CVS | CVS HEALTH CORP | 74.95M | $7.75B | 0.97% | Reduce |
| 21 | INTC | INTEL CORP | 55.21M | $7.71B | 0.96% | Reduce |
| 22 | ASML | ASML HLDG NV | 3.73M | $7.41B | 0.93% | Hold |
| 23 | UNP | UNION PAC CORP | 27.14M | $7.38B | 0.92% | Hold |
| 24 | DE | DEERE & CO | 11.50M | $7.30B | 0.91% | Reduce |
| 25 | EOG | EOG RES INC | 55.45M | $7.19B | 0.90% | Add |
| 26 | BA | BOEING CO | 30.67M | $6.64B | 0.83% | Add |
| 27 | BAC | BANK OF AMER CORP | 115.85M | $6.60B | 0.82% | Reduce |
| 28 | NFLX | NETFLIX INC. | 87.34M | $6.24B | 0.78% | Reduce |
| 29 | DHI | D.R. HORTON INC. | 37.28M | $6.07B | 0.76% | Add |
| 30 | SO | SOUTHERN CO | 62.52M | $5.98B | 0.75% | Add |
| 31 | NET | CLOUDFLARE INC | 24.33M | $5.97B | 0.75% | Add |
| 32 | RCL | ROYAL CARIBBEAN GROUP | 18.67M | $5.93B | 0.74% | Reduce |
| 33 | GEV | GE VERNOVA INC | 5.01M | $5.88B | 0.73% | Add |
| 34 | GE | GE AEROSPACE | 15.68M | $5.86B | 0.73% | Add |
| 35 | TDG | TRANSDIGM GROUP INC | 4.27M | $5.69B | 0.71% | Reduce |
| 36 | AZN | ASTRAZENECA PLC | 30.08M | $5.63B | 0.70% | Add |
| 37 | GILD | GILEAD SCIENCES INC | 40.99M | $5.18B | 0.65% | Reduce |
| 38 | ABBV | ABBVIE INC | 19.18M | $4.83B | 0.60% | Add |
| 39 | JPM | JPMORGAN CHASE & CO | 14.47M | $4.74B | 0.59% | Reduce |
| 40 | C | CITIGROUP INC | 33.63M | $4.71B | 0.59% | Reduce |
| 41 | HD | HOME DEPOT INC | 13.17M | $4.65B | 0.58% | Reduce |
| 42 | IBM | INTERNATIONAL BUSINESS MACHS | 16.21M | $4.56B | 0.57% | Reduce |
| 43 | WELL | WELLTOWER INC | 20.03M | $4.55B | 0.57% | Add |
| 44 | APP | APPLOVIN CORP | 8.15M | $4.20B | 0.53% | Add |
| 45 | WPM | WHEATON PRECIOUS METALS CORP | 36.63M | $4.11B | 0.51% | Reduce |
| 46 | SHOP | SHOPIFY INC | 34.09M | $3.89B | 0.49% | Add |
| 47 | KDP | KEURIG DR PEPPER INC | 118.73M | $3.89B | 0.49% | Add |
| 48 | AON | AON PLC | 11.71M | $3.88B | 0.48% | Add |
| 49 | TTE | TOTALENERGIES SE | 49.90M | $3.88B | 0.48% | Add |
| 50 | JNJ | JOHNSON & JOHNSON | 15.22M | $3.86B | 0.48% | Add |