Capital World Investors
Institutional investor · Portfolio as of Q1 2024
Top Holdings517 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 82.6M | $34.7B | 5.8% | $139.20 | +198.35% | 20 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 25.9M | $34.4B | 5.7% | $26.50 | +389.46% | 20 qtrssince 2019-Q2 | Decreased 0 |
ELI LILLY & CO | 24.5M | $19.1B | 3.2% | $224.97 | +239.97% | 20 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 38.3M | $18.6B | 3.1% | $216.33 | +123.14% | 20 qtrssince 2019-Q2 | Increased 59 |
HOME DEPOT INC | 37.7M | $14.4B | 2.4% | $197.54 | +86.04% | 20 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 28.3M | $14B | 2.3% | $230.86 | +106.72% | 20 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 144.3M | $11B | 1.8% | $15.47 | +131.84% | 20 qtrssince 2019-Q2 | Increased 50 |
VERTEX PHARMACEUTICALS INC | 25.6M | $10.7B | 1.8% | $288.71 | +44.79% | 20 qtrssince 2019-Q2 | Increased 59 |
CATERPILLAR INC | 28.2M | $10.3B | 1.7% | $187.61 | +89.09% | 20 qtrssince 2019-Q2 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 111.2M | $10.2B | 1.7% | $66.99 | +27.53% | 20 qtrssince 2019-Q2 | Increased 51 |
NVIDIA CORP | 10.9M | $9.9B | 1.6% | $32.78 | +175.50% | 11 qtrssince 2021-Q3 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 13.5M | $7.8B | 1.3% | $324.02 | +78.38% | 20 qtrssince 2019-Q2 | Increased 55 |
NETFLIX INC | 11.6M | $7.1B | 1.2% | $31.95 | +90.10% | 20 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 45.7M | $7B | 1.2% | $97.58 | +54.88% | 20 qtrssince 2019-Q2 | Increased 51 |
JPMORGAN CHASE & CO | 34.4M | $6.9B | 1.1% | $103.37 | +85.63% | 20 qtrssince 2019-Q2 | Increased 50 |
TESLA INC | 39.1M | $6.9B | 1.1% | $216.90 | -18.96% | 20 qtrssince 2019-Q2 | Decreased 0 |
GILEAD SCIENCES INC | 84.5M | $6.2B | 1.0% | $62.49 | +10.67% | 20 qtrssince 2019-Q2 | Increased 51 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 42.1M | $5.7B | 0.9% | $60.09 | +121.16% | 20 qtrssince 2019-Q2 | Increased 46 |
BOOKING HOLDINGS INC | 1.5M | $5.6B | 0.9% | $81.69 | +74.39% | 20 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL A | 35.4M | $5.3B | 0.9% | $96.92 | +54.55% | 20 qtrssince 2019-Q2 | Increased 46 |
Capital World Investors manages $604.2B across 517 positions as of Q1 2024. Top holdings: MSFT (5.8%), AVGO (5.7%), LLY (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 29 new positions, 18 exits, 203 increased. Top move: META (INCREASED, conviction 59). Portfolio: $604.2B across 517 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer