Capital World Investors

CIK 0001422849 · Q2 2026

13F Equity AUM

$846.4B

+15.5% QoQ

Positions

637

-616 QoQ

AUM Rank

#149

Top 1%

Skill Alpha (FF)

+1.4%/yr^ns

No Clear Edge

Rank #1,380 · Top 17%

vs S&P +1.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 18.1%Top 10: 29.6%Top 20: 43.8%

AVGO5.4%

MU4.0%

GOOGL3.1%

4I12.9%

META2.7%

NVDA2.6%

MSFT2.4%

TSLA2.3%

LLY2.3%

TSM1.9%

Others (624)70.4%

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: 634Median: 0.02%Avg: 0.16%

0–0.5%

589(38.1%)

0.5–1%

24(17.1%)

1–3%

18(32.3%)

3–5%

2(7.1%)

5%+

1(5.4%)

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

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Portfolio Overlap

Shared: 0Unique: 634vs 20 funds

0%Low

634

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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