Capital World Investors
Institutional investor · Portfolio as of Q1 2025
Top Holdings552 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BROADCOM INC | 155.1M | $26B | 4.2% | $154.67 | +7.21% | 24 qtrssince 2019-Q2 | Decreased 0 |
MICROSOFT CORP | 66.4M | $24.9B | 4.0% | $139.20 | +170.67% | 24 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 38.1M | $21.9B | 3.6% | $242.68 | +137.12% | 24 qtrssince 2019-Q2 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 129.1M | $20.5B | 3.3% | $74.85 | +101.99% | 24 qtrssince 2019-Q2 | Increased 62 |
ELI LILLY & CO | 18.4M | $15.2B | 2.5% | $224.97 | +263.27% | 24 qtrssince 2019-Q2 | Decreased 0 |
NVIDIA CORP | 139.7M | $15.1B | 2.5% | $117.05 | -6.33% | 15 qtrssince 2021-Q3 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 28.5M | $13.8B | 2.2% | $303.89 | +62.13% | 24 qtrssince 2019-Q2 | Increased 55 |
AMAZON.COM INC | 66.3M | $12.6B | 2.0% | $179.75 | +7.22% | 24 qtrssince 2019-Q2 | Increased 55 |
UNITEDHEALTH GROUP INC | 22.8M | $11.9B | 1.9% | $246.11 | +105.51% | 24 qtrssince 2019-Q2 | Increased 53 |
NETFLIX INC | 11.5M | $10.7B | 1.7% | $32.90 | +183.85% | 24 qtrssince 2019-Q2 | Decreased 0 |
TESLA INC | 40.3M | $10.4B | 1.7% | $215.40 | +22.35% | 24 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 40M | $8.9B | 1.4% | $182.16 | +21.20% | 24 qtrssince 2019-Q2 | Increased 61 |
VISA INC-CLASS A SHARES | 23.4M | $8.2B | 1.3% | $225.36 | +53.75% | 24 qtrssince 2019-Q2 | Increased 50 |
STARBUCKS CORP | 74.5M | $7.3B | 1.2% | $91.80 | +2.79% | 5 qtrssince 2024-Q1 | Increased 65 |
CANADIAN NATURAL RESOURCES | 208.9M | $6.4B | 1.0% | $24.20 | +23.17% | 24 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 25.2M | $6.2B | 1.0% | $109.11 | +118.10% | 24 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL A | 39.3M | $6.1B | 1.0% | $109.58 | +40.44% | 24 qtrssince 2019-Q2 | Increased 46 |
GILEAD SCIENCES INC | 53.5M | $6B | 1.0% | $62.56 | +75.04% | 24 qtrssince 2019-Q2 | Decreased 0 |
EOG RESOURCES INC | 46.5M | $6B | 1.0% | $111.96 | +8.79% | 10 qtrssince 2022-Q4 | Increased 45 |
THERMO FISHER SCIENTIFIC INC | 11.1M | $5.5B | 0.9% | $351.62 | +41.86% | 24 qtrssince 2019-Q2 | Increased 52 |
Capital World Investors manages $617.2B across 552 positions as of Q1 2025. Top holdings: AVGO (4.2%), MSFT (4.0%), META (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 43 new positions, 35 exits, 259 increased. Top move: SBUX (INCREASED, conviction 65). Portfolio: $617.2B across 552 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