Capital World Investors

CIK 0001422849 · Q1 2026

13F Equity AUM

$732.9B

-0.3% QoQ

Positions

616

+49 QoQ

AUM Rank

#32

Top 0.3%

Skill Alpha (FF)

+1.4%/yr^ns

No Clear Edge

Rank #1,377 · Top 17%

vs S&P -0.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 17.3%Top 10: 27.7%Top 20: 40.6%

AVGO4.9%

META3.2%

MSFT3.1%

NVDA3.1%

4I13.0%

GOOGL2.6%

TSLA2.2%

LLY2.0%

MU1.9%

GOOG1.8%

Others (606)72.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology23.1%

Healthcare13.1%

Consumer Cyclical12.0%

Communication Services10.7%

Financial Services10.3%

Industrials9.1%

Energy5.8%

Basic Materials4.2%

Other11.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 616Median: 0.03%Avg: 0.16%

0–0.5%

564(37.5%)

0.5–1%

32(21.9%)

1–3%

15(23.3%)

3–5%

5(17.3%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 615Unique: 1vs 20 funds

8.4%Low

616

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

11.5%

BlackRock, Inc.

15.1%

BANK OF AMERICA CORP /DE/

12.7%

JPMORGAN CHASE & CO

12.3%

FMR LLC

19.5%

STATE STREET CORP

16.4%

GEODE CAPITAL MANAGEMENT, LLC

16.1%

VANGUARD CAPITAL MANAGEMENT LLC

16.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

17.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New110Increased263Decreased173Exited64

New Positions

AZN0.8%

+28.3M

AKAM0.1%

+6.8M

BP0.1%

+15.9M

EXE0.1%

+6.2M

AIG0.1%

+8.0M

HSY0.1%

+2.8M

PG40.1%

+6.0M

SW0.1%

+12.5M

ONC0.1%

+1.6M

HBAN0.1%

+25.8M

Increased

T0.4%

+64.1M(+142%)

TTE0.6%

+41.9M(+652%)

CMCSA0.7%

+41.8M(+30%)

PEO0.3%

+30.0M(+297%)

DB0.1%

+25.3M(+130037%)

SLB0.3%

+24.4M(+104%)

HPE0.2%

+21.1M(+56%)

SBUX1.3%

+18.6M(+22%)

GRABW0.0%

+16.8M(+402%)

AMZN1.4%

+16.7M(+49%)

Decreased

CVE0.3%

-36,579,989(-33%)

OWL0.1%

-33,488,989(-37%)

BZ0.0%

-27,848,020(-99%)

INTC0.5%

-24,183,135(-23%)

CMG0.3%

-21,015,992(-21%)

XP0.1%

-18,393,743(-49%)

BN0.5%

-16,728,341(-17%)

MU1.9%

-16,194,733(-28%)

SHOP0.6%

-14,125,861(-30%)

UBS0.1%

-13,903,480(-37%)

Exited

-6,635,080

-8,466,861

-88,452,006

-1,550,991

-14,322,912

-2,375,101

-6,640,638

-2,241,378

-2,687,729

-6,332,121

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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