Capital International Investors

CIK 0001562230 · Q1 2026

13F Equity AUM

$426.5B

-33.1% QoQ

Positions

436

-13 QoQ

AUM Rank

#53

Top 0.4%

Skill Alpha (FF)

+0.7%/yr^ns

No Clear Edge

Rank #1,760 · Top 21%

vs S&P -1.5%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 20.8%Top 10: 30.8%Top 20: 44.7%

AVGO6.1%

MSFT4.8%

NVDA4.0%

GOOG3.1%

4I12.8%

META2.4%

AAPL2.2%

AMZN2.1%

GOOGL1.7%

V1.7%

Others (426)69.2%

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

Sector Allocation

Technology27.6%

Financial Services13.1%

Industrials11.3%

Healthcare10.5%

Consumer Cyclical9.0%

Communication Services8.3%

Energy4.2%

Consumer Defensive3.1%

Other12.9%

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

Position Sizing

Positions: 436Median: 0.05%Avg: 0.23%

0–0.5%

382(31.0%)

0.5–1%

32(22.2%)

1–3%

18(28.9%)

3–5%

3(11.8%)

5%+

1(6.1%)

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

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Portfolio Overlap

Shared: 428Unique: 8vs 20 funds

5.9%Low

436

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

8.1%

BANK OF AMERICA CORP /DE/

8.9%

10.4%

8.5%

13.5%

10.8%

GEODE CAPITAL MANAGEMENT, LLC

10.4%

VANGUARD CAPITAL MANAGEMENT LLC

10.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

11.4%

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

New52Increased116Decreased246Exited68

New Positions

AZN1.6%

+34.4M

NET0.5%

+10.9M

HCA0.3%

+3.0M

PWR0.3%

+2.3M

RSG0.3%

+5.3M

CDNS0.3%

+4.0M

CVNA0.3%

+3.3M

DE0.2%

+1.7M

BN0.1%

+13.2M

MCD0.1%

+1.6M

Increased

COMP0.0%

+15.2M(+320%)

PBR0.2%

+13.6M(+44%)

SHOP1.4%

+11.7M(+31%)

APH1.1%

+11.7M(+49%)

CGCP0.3%

+10.8M(+26%)

MIGA0.9%

+10.8M(+53%)

CRC0.1%

+7.5M(+466%)

LYV0.3%

+6.8M(+2583%)

CGCB0.2%

+6.2M(+26%)

OKE0.3%

+5.1M(+64%)

Decreased

OWL0.0%

-60,569,475(-93%)

AVGO6.1%

-57,817,288(-41%)

CNP0.4%

-49,945,123(-58%)

DB0.2%

-42,957,755(-65%)

IR0.3%

-39,134,762(-75%)

GOOG3.1%

-38,414,262(-46%)

MDLZ0.7%

-36,923,764(-42%)

AAPL2.2%

-35,525,866(-49%)

SRE0.4%

-33,023,155(-64%)

AMX0.1%

-30,135,954(-75%)

Exited

HSY

-9,106,431

AZN

-14,521,078

-18,370,198

-42,473,289

-1,181,044

-37,871,060

-762,319

-16,533,004

-2,324,163

-12,776,909

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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