Capital International Investors

CIK 0001562230 · Q2 2026

13F Equity AUM

$483.6B

+13.4% QoQ

Positions

441

+5 QoQ

AUM Rank

#30

Top 0.3%

Skill Alpha (FF)

+0.5%/yr^ns

No Clear Edge

Rank #2,273 · Top 27%

vs S&P +0.5%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 20.2%Top 10: 31.4%Top 20: 46.5%

AVGO6.4%

MSFT4.2%

NVDA3.9%

GOOG3.1%

4I12.7%

MU2.5%

AAPL2.2%

KLAC2.2%

META2.2%

AMZN2.1%

Others (431)68.6%

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

Sector Allocation

Technology33.5%

Financial Services12.4%

Industrials10.3%

Healthcare9.9%

Consumer Cyclical8.1%

Communication Services7.4%

Energy3.0%

Real Estate2.8%

Other12.6%

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

Position Sizing

Positions: 441Median: 0.05%Avg: 0.23%

0–0.5%

390(31.2%)

0.5–1%

28(18.9%)

1–3%

19(32.5%)

3–5%

3(11.1%)

5%+

1(6.4%)

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

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Portfolio Overlap

Shared: 0Unique: 441vs 20 funds

0%Low

441

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

New51Increased206Decreased179Exited43

New Positions

CSCO0.6%

+22.7M

COHR0.3%

+3.6M

WDC0.2%

+1.8M

ALPHABET INC0.2%

+20.7M

STX0.2%

+1.0M

ALPHABET INC0.2%

+20.0M

HOOD0.1%

+5.1M

ASCENDIS PHARMA A/S0.1%

+2.0M

AUR0.1%

+77.6M

WISE GROUP PLC0.1%

+46.0M

Increased

KLAC2.2%

+32.8M(+1203%)

INTC1.1%

+31.4M(+437%)

RKT0.1%

+29.8M(+815%)

CGCP0.3%

+20.9M(+40%)

CVNA0.3%

+19.9M(+599%)

MRK0.4%

+14.5M(+1668%)

TSCO0.2%

+13.6M(+111%)

CGCB0.2%

+11.9M(+40%)

TFC1.0%

+8.8M(+10%)

CNP0.4%

+8.1M(+22%)

Decreased

CPNG0.0%

-40,801,741(-92%)

DB0.0%

-23,309,466(-99%)

IP0.1%

-17,109,071(-47%)

NCLH0.1%

-15,943,598(-53%)

RBLX0.2%

-13,091,014(-45%)

CMG0.2%

-12,675,888(-30%)

CARR0.0%

-10,412,423(-97%)

PEO0.1%

-10,001,140(-65%)

CMCSA0.0%

-9,384,509(-67%)

6RJ00.0%

-6,694,910(-100%)

Exited

RSG

-5,333,574

ASND

-1,958,843

BA 6 10/15/27

-5,153,445

FLUTTER ENTMT PLC

-3,553,062

-2,022,839

-2,828,091

-1,001,011

-3,124,656

-1,862,651

-5,011,050

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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