Capital Research Global Investors

CIK 0001422848 · Q2 2026

13F Equity AUM

$716.9B

+11.2% QoQ

Positions

426

-455 QoQ

AUM Rank

#175

Top 1%

Skill Alpha (FF)

+1.1%/yr^ns

No Clear Edge

Rank #1,537 · Top 19%

vs S&P +1.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 24.1%Top 10: 37.0%Top 20: 51.9%

AVGO6.0%

NVDA5.7%

MSFT4.9%

AMZN4.0%

LLY3.5%

GOOGL3.1%

META3.1%

AAPL2.4%

AMAT2.2%

4I12.1%

Others (413)63.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 423Median: 0.04%Avg: 0.24%

0–0.5%

377(29.1%)

0.5–1%

23(15.8%)

1–3%

16(24.8%)

3–5%

5(18.7%)

5%+

2(11.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 423vs 20 funds

0%Low

423

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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