Capital World InvestorsCapital World Investors

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings620 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

BROADCOM INC

116.2M$36B4.9%$155.41+157.37%
28 qtrssince 2019-Q2
Decreased
0

META PLATFORMS INC

41.1M$23.5B3.2%$274.91+143.43%
28 qtrssince 2019-Q2
Increased
61

MICROSOFT CORP

61.7M$22.8B3.1%$141.05+173.03%
28 qtrssince 2019-Q2
Decreased
0

NVIDIA CORPORATION

130.3M$22.7B3.1%$117.99+78.79%
19 qtrssince 2021-Q3
Decreased
0

PHILIP MORRIS INTL INC

133.5M$22.1B3.0%$79.76+127.70%
28 qtrssince 2019-Q2
Increased
59

ALPHABET INC

65.3M$18.8B2.6%$172.20+107.43%
28 qtrssince 2019-Q2
Increased
66

TESLA INC

42.9M$15.9B2.2%$232.78+75.17%
28 qtrssince 2019-Q2
Increased
55

ELI LILLY & CO

15.6M$14.4B2.0%$258.31+360.14%
28 qtrssince 2019-Q2
Increased
52

MICRON TECHNOLOGY INC

42.1M$14.2B1.9%$94.04+941.35%
23 qtrssince 2020-Q3
Decreased
0

ALPHABET INC

44.8M$12.8B1.8%$178.54+98.86%
28 qtrssince 2019-Q2
Increased
71

VERTEX PHARMACEUTICALS INC

25.4M$11.3B1.5%$304.84+59.23%
28 qtrssince 2019-Q2
Decreased
0
TSMTSM
ADR

TAIWAN SEMICONDUCTOR MANUFAC

32.9M$11.1B1.5%$114.77+278.23%
28 qtrssince 2019-Q2
Increased
60

AMAZON COM INC

50.4M$10.5B1.4%$189.32+29.59%
28 qtrssince 2019-Q2
Increased
69

AMGEN INC

29.3M$10.3B1.4%$306.91+18.40%
7 qtrssince 2024-Q3
Increased
62

CANADIAN NAT RES LTD MED TER

197.7M$9.6B1.3%$24.71+69.17%
28 qtrssince 2019-Q2
Decreased
0

NETFLIX INC.

99.1M$9.5B1.3%$88.44-17.04%
28 qtrssince 2019-Q2
Increased
56

STARBUCKS CORP

103.3M$9.3B1.3%$92.66+14.40%
9 qtrssince 2024-Q1
Increased
60

VISA INC

25.2M$7.6B1.0%$235.08+48.45%
28 qtrssince 2019-Q2
Increased
52

UNITEDHEALTH GROUP INC

27.8M$7.5B1.0%$268.70+58.03%
28 qtrssince 2019-Q2
Increased
61

EOG RES INC

51.9M$7.5B1.0%$116.87+14.74%
14 qtrssince 2022-Q4
Increased
63
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$732.9B
AUM
620
Positions
Q1 2026
Filing
Rating · 4.0
Quarterly Portfolio Change
+2%Q4'24$658.7B-6%Q1'25$617.2B+11%Q2'25$687.9B+6%Q3'25$732B+0%Q4'25$735.3B-0%Q1'26$732.9B
Activity profile
$ moved · Q1'26
New9%Increased44%Decreased42%Exited5%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.9 years
<1Q11%1-4Q12%1-2Y10%2Y+67%

Capital World Investors manages $732.9B across 620 positions as of Q1 2026. Top holdings: AVGO (4.9%), META (3.2%), MSFT (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q1 2026 Summary

Active quarter - 108 new positions, 63 exits, 263 increased. Top move: GOOG (INCREASED, conviction 71). Portfolio: $732.9B across 620 positions.

Top holdings by portfolio weight

Total AUM$733B
AVGO4.91%
META3.20%
MSFT3.12%
NVDA3.10%
PM3.01%
GOOGL2.56%
TSLA2.18%
LLY1.96%
MU1.94%
GOOG1.75%
Other1.55%

Portfolio allocation by GICS sector

Sectors11
Technology22.65%
Healthcare13.24%
Consumer Cyclical12.25%
Financial Services11.07%
Communication Services10.99%
Industrials10.58%
Energy5.83%
Consumer Defensive5.69%
Basic Materials4.08%
Utilities2.43%
Other1.17%

Behavioral investing profile

7-dimension quality assessment
Strong(4.0 / 5.0)
Track Record60
Conviction44
Concentration42
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
7Q
ELFELFE L F BEAUTY INC
Q3 2024 Q1 2026+1.2M shares+$72.7M
7Q
ESIESIELEMENT SOLUTIONS INC
Q3 2024 Q1 2026+1.6M shares+$68.3M
7Q
AJGAJGGALLAGHER ARTHUR J & CO
Q3 2024 Q1 2026+8M shares+$1.5B

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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