Capital World Investors

CIK 0001422849 · Q2 2026

13F Equity AUM

$846.4B

+15.5% QoQ

Positions

634

+18 QoQ

AUM Rank

#17

Top 0.2%

Skill Alpha (FF)

+1.4%/yr^ns

No Clear Edge

Rank #1,654 · Top 20%

vs S&P +2.0%/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

Technology28.7%

Healthcare13.2%

Consumer Cyclical11.1%

Communication Services9.6%

Financial Services9.1%

Industrials8.4%

Energy4.8%

Basic Materials3.2%

Other12.0%

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

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

New75Increased323Decreased212Exited58

New Positions

ALPHABET INC0.2%

+37.0M

ARM0.2%

+4.3M

BRK/B0.2%

+2.7M

ALPHABET INC0.1%

+25.4M

RKT0.1%

+69.3M

FSLR0.1%

+4.1M

FIS0.1%

+20.9M

CEREBRAS SYSTEMS INC0.1%

+3.9M

RVMD0.1%

+4.0M

ANET0.1%

+3.7M

Increased

KLAC1.6%

+41.2M(+1010%)

VALE0.2%

+26.7M(+25%)

NKE0.3%

+21.6M(+43%)

CRC1.0%

+20.3M(+10%)

BKNG0.4%

+19.8M(+2580%)

KDP0.5%

+19.7M(+20%)

PR0.0%

+17.2M(+541%)

PBR0.1%

+15.3M(+109%)

BZ0.0%

+13.7M(+9598%)

AAPL1.3%

+12.2M(+45%)

Decreased

CMCSA0.3%

-77,512,480(-43%)

T0.1%

-50,240,073(-46%)

CMG0.2%

-34,865,767(-43%)

BAC0.8%

-28,439,414(-20%)

INTC0.9%

-24,664,315(-31%)

NVDA2.6%

-21,137,027(-16%)

SYF0.2%

-14,878,053(-44%)

MU4.0%

-12,584,746(-30%)

SBUX1.1%

-11,840,157(-11%)

NFLX0.7%

-11,767,389(-12%)

Exited

-15,565,779

-781,518

-14,704,070

-1,849,072

-497,851

-896,117

-1,395,283

-900,517

-1,182,767

-1,362,291

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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