Capital World Investors
Institutional investor · Portfolio as of Q2 2023
Top Holdings502 positions
Microsoft Corp | 85.5M | $29.1B | 5.6% | $127.08 | +161.29% | 17 qtrssince 2019-Q2 | Decreased 0 |
Broadcom Inc | 27.8M | $24.1B | 4.6% | $25.50 | +227.57% | 17 qtrssince 2019-Q2 | Increased 59 |
UnitedHealth Group Inc | 29.2M | $14B | 2.7% | $226.00 | +98.94% | 17 qtrssince 2019-Q2 | Decreased 0 |
Eli Lilly & Co | 26.9M | $12.6B | 2.4% | $223.81 | +104.83% | 17 qtrssince 2019-Q2 | Decreased 0 |
Home Depot Inc/The | 39.1M | $12.2B | 2.3% | $193.52 | +47.68% | 17 qtrssince 2019-Q2 | Decreased 0 |
Philip Morris International In | 116.2M | $11.3B | 2.2% | $64.77 | +31.41% | 17 qtrssince 2019-Q2 | Increased 57 |
Tesla Inc | 42.3M | $11.1B | 2.1% | $16.47 | +1489.04% | 17 qtrssince 2019-Q2 | Decreased 0 |
Facebook Inc | 37.1M | $10.7B | 2.1% | $211.66 | +34.30% | 17 qtrssince 2019-Q2 | Increased 57 |
Canadian Natural Resources Ltd | 148.9M | $8.4B | 1.6% | $14.87 | +67.14% | 17 qtrssince 2019-Q2 | Decreased 0 |
Pfizer Inc | 199M | $7.3B | 1.4% | $29.24 | +2.31% | 17 qtrssince 2019-Q2 | Decreased 0 |
Apple Inc | 37.4M | $7.3B | 1.4% | $102.13 | +87.14% | 17 qtrssince 2019-Q2 | Increased 58 |
Caterpillar Inc | 28.8M | $7.1B | 1.4% | $186.95 | +25.56% | 17 qtrssince 2019-Q2 | Increased 50 |
Thermo Fisher Scientific Inc | 12.9M | $6.7B | 1.3% | $297.76 | +73.42% | 17 qtrssince 2019-Q2 | Decreased 0 |
Gilead Sciences Inc | 80.9M | $6.2B | 1.2% | $60.76 | +14.27% | 17 qtrssince 2019-Q2 | Increased 53 |
Vertex Pharmaceuticals Inc | 17.3M | $6.1B | 1.2% | $234.35 | +50.17% | 17 qtrssince 2019-Q2 | Increased 54 |
Alphabet Inc | 49.5M | $6B | 1.2% | $74.07 | +61.78% | 17 qtrssince 2019-Q2 | Decreased 0 |
JPMorgan Chase & Co | 38.4M | $5.6B | 1.1% | $101.87 | +32.74% | 17 qtrssince 2019-Q2 | Decreased 0 |
Applied Materials Inc | 36.7M | $5.3B | 1.0% | $101.80 | +38.54% | 17 qtrssince 2019-Q2 | Increased 56 |
Netflix Inc | 11.4M | $5B | 1.0% | $31.68 | +39.06% | 17 qtrssince 2019-Q2 | Increased 46 |
Priceline Group Inc/The | 1.8M | $5B | 1.0% | $81.49 | +29.47% | 17 qtrssince 2019-Q2 | Decreased 0 |
Capital World Investors manages $519.9B across 502 positions as of Q2 2023. Top holdings: MSFT (5.6%), AVGO (4.6%), UNH (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 35 new positions, 46 exits, 189 increased. Top move: AVGO (INCREASED, conviction 59). Portfolio: $519.9B across 502 positions.
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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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