Capital Research Global Investors

CIK 0001422848 · Q2 2026

13F Equity AUM

$716.9B

+11.2% QoQ

Positions

423

-32 QoQ

AUM Rank

#21

Top 0.2%

Skill Alpha (FF)

+1.1%/yr^ns

No Clear Edge

Rank #1,799 · Top 22%

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

Technology33.8%

Consumer Cyclical12.3%

Healthcare10.7%

Communication Services10.0%

Industrials8.9%

Financial Services8.0%

Energy3.1%

Basic Materials3.0%

Other10.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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

New35Increased173Decreased214Exited68

New Positions

SPACE EXPLORATION TE…0.3%

+10.4M

ALPHABET INC0.1%

+18.3M

ALPHABET INC0.1%

+18.3M

HONEYWELL INTL INC0.1%

+3.3M

HONEYWELL AEROSPACE …0.1%

+3.3M

MSI0.1%

+1.3M

INNIO NV0.1%

+8.6M

CEREBRAS SYSTEMS INC0.0%

+883K

PHM0.0%

+855K

ARXIS INC0.0%

+3.6M

Increased

CVNA0.6%

+52.6M(+485%)

MO0.6%

+33.0M(+128%)

CMCSA0.4%

+26.5M(+30%)

D0.7%

+24.9M(+51%)

TSCO0.1%

+19.4M(+182%)

MDLN0.2%

+16.8M(+73%)

VALE0.1%

+15.9M(+184%)

UBER1.3%

+14.3M(+12%)

NU0.3%

+14.3M(+11%)

OVV0.1%

+14.1M(+263%)

Decreased

CRC0.6%

-48,364,929(-29%)

HAL0.0%

-47,687,127(-85%)

CVE0.2%

-45,475,174(-43%)

MDT0.1%

-28,665,280(-68%)

GEHC0.0%

-20,714,605(-98%)

T0.1%

-16,738,388(-27%)

NEE0.3%

-15,559,435(-44%)

OWL0.1%

-14,879,277(-26%)

ABT0.5%

-12,866,372(-26%)

CARR1.1%

-10,327,315(-9%)

Exited

-5,905,232

-5,293,545

-5,286,599

-9,146,090

-4,990,532

YNDX

-3,359,169

SOBO

-10,278,370

FITB

-5,000,000

-2,614,540

PAYX

-2,098,312

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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