Capital World Investors
Institutional investor · Portfolio as of Q3 2024
Top Holdings534 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BROADCOM INC | 211.4M | $36.5B | 5.7% | $155.41 | +9.83% | 22 qtrssince 2019-Q2 | Increased 100 |
MICROSOFT CORP | 69M | $29.7B | 4.6% | $139.20 | +204.62% | 22 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 39.2M | $22.4B | 3.5% | $232.58 | +142.98% | 22 qtrssince 2019-Q2 | Decreased 0 |
ELI LILLY & CO | 20.4M | $18B | 2.8% | $224.97 | +288.36% | 22 qtrssince 2019-Q2 | Decreased 0 |
NVIDIA CORP | 132.4M | $16.1B | 2.5% | $115.74 | +4.86% | 13 qtrssince 2021-Q3 | Increased 62 |
UNITEDHEALTH GROUP INC | 26.2M | $15.3B | 2.4% | $230.86 | +145.04% | 22 qtrssince 2019-Q2 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 118.4M | $14.4B | 2.2% | $69.18 | +66.54% | 22 qtrssince 2019-Q2 | Increased 56 |
VERTEX PHARMACEUTICALS INC | 26.8M | $12.5B | 1.9% | $297.03 | +55.83% | 22 qtrssince 2019-Q2 | Increased 50 |
TESLA INC | 42.8M | $11.2B | 1.7% | $215.40 | +20.92% | 22 qtrssince 2019-Q2 | Increased 50 |
APPLE INC | 43.3M | $10.1B | 1.6% | $172.76 | +33.75% | 22 qtrssince 2019-Q2 | Increased 52 |
HOME DEPOT INC | 23.8M | $9.6B | 1.5% | $197.54 | +96.30% | 22 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 278.9M | $9.3B | 1.4% | $24.71 | +29.24% | 22 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 48M | $8.9B | 1.4% | $164.28 | +14.42% | 22 qtrssince 2019-Q2 | Increased 61 |
NETFLIX INC | 11.8M | $8.3B | 1.3% | $32.82 | +115.53% | 22 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 34.4M | $7.2B | 1.1% | $109.11 | +86.93% | 22 qtrssince 2019-Q2 | Decreased 0 |
CATERPILLAR INC | 17.5M | $6.8B | 1.1% | $187.61 | +103.40% | 22 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 39.9M | $6.7B | 1.0% | $102.29 | +60.78% | 22 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL A | 40M | $6.6B | 1.0% | $108.15 | +50.83% | 22 qtrssince 2019-Q2 | Decreased 0 |
GILEAD SCIENCES INC | 76.5M | $6.4B | 1.0% | $62.56 | +28.93% | 22 qtrssince 2019-Q2 | Increased 45 |
VISA INC-CLASS A SHARES | 23M | $6.3B | 1.0% | $223.79 | +21.04% | 22 qtrssince 2019-Q2 | Increased 46 |
Capital World Investors manages $645B across 534 positions as of Q3 2024. Top holdings: AVGO (5.7%), MSFT (4.6%), META (3.5%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 36 new positions, 38 exits, 221 increased. Top move: AVGO (INCREASED, conviction 100). Portfolio: $645.0B across 534 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