Capital World Investors
Institutional investor · Portfolio as of Q2 2020
Top Holdings526 positions
Microsoft Corp. | 122.9M | $25B | 6.1% | $125.56 | +53.77% | 5 qtrssince 2019-Q2 | Decreased 0 |
Broadcom Inc | 39M | $12.3B | 3.0% | $24.22 | +14.54% | 5 qtrssince 2019-Q2 | Increased 56 |
UnitedHealth Group Inc. | 39.9M | $11.8B | 2.8% | $218.26 | +21.21% | 5 qtrssince 2019-Q2 | Decreased 0 |
Amazon.com, Inc. | 4.2M | $11.5B | 2.8% | $95.46 | +44.50% | 5 qtrssince 2019-Q2 | Increased 55 |
Tesla Inc | 10.7M | $11.5B | 2.8% | $15.53 | +363.42% | 5 qtrssince 2019-Q2 | Decreased 0 |
Meta Platforms Inc | 41M | $9.3B | 2.3% | $192.27 | +16.98% | 5 qtrssince 2019-Q2 | Increased 55 |
Home Depot Inc. | 32.2M | $8.1B | 2.0% | $173.88 | +23.51% | 5 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 244.4M | $8B | 1.9% | $27.12 | -16.46% | 5 qtrssince 2019-Q2 | Increased 55 |
JPMorgan Chase & Co. | 72.8M | $6.9B | 1.7% | $91.17 | -12.33% | 5 qtrssince 2019-Q2 | Decreased 0 |
Netflix, Inc. | 13.7M | $6.2B | 1.5% | $37.08 | +22.72% | 5 qtrssince 2019-Q2 | Increased 55 |
LOCKHEED MARTIN CORP | 16.6M | $6.1B | 1.5% | $299.79 | +2.86% | 5 qtrssince 2019-Q2 | Decreased 0 |
Thermo Fisher Scientific Inc | 16.6M | $6B | 1.5% | $287.31 | +24.00% | 5 qtrssince 2019-Q2 | Decreased 0 |
Philip Morris International Inc. | 83.5M | $5.8B | 1.4% | $55.47 | -6.21% | 5 qtrssince 2019-Q2 | Decreased 0 |
CME Group Inc. | 34.7M | $5.6B | 1.4% | $148.42 | -14.03% | 5 qtrssince 2019-Q2 | Decreased 0 |
Shopify Inc | 5.9M | $5.6B | 1.4% | $50.21 | +89.04% | 5 qtrssince 2019-Q2 | Increased 60 |
CSX CORP | 65.5M | $4.6B | 1.1% | $22.72 | -5.81% | 5 qtrssince 2019-Q2 | Increased 54 |
REGENERON PHARMACEUTICALS | 6.9M | $4.3B | 1.0% | $310.56 | +98.94% | 5 qtrssince 2019-Q2 | Decreased 0 |
MasterCard Incorporated | 14.2M | $4.2B | 1.0% | $253.90 | +12.38% | 5 qtrssince 2019-Q2 | Decreased 0 |
HONEYWELL INTL INC | 26.9M | $3.9B | 0.9% | $135.19 | -10.75% | 5 qtrssince 2019-Q2 | Increased 50 |
COMCAST CORP NEW | 99.1M | $3.9B | 0.9% | $31.88 | -4.41% | 5 qtrssince 2019-Q2 | Increased 46 |
Capital World Investors manages $413.3B across 526 positions as of Q2 2020. Top holdings: MSFT (6.1%), AVGO (3.0%), UNH (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 49 new positions, 44 exits, 183 increased. Top move: SHOP (INCREASED, conviction 60). Portfolio: $413.3B across 526 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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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
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