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Capital International Investors

hedge fundUpdated 29 days ago

Managed by Capital International Investors • Latest filing Q2 2026

Portfolio value
$483.6B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
3.1%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$388.7B
Q2 2023$414.4B
Q3 2023$394.1B
Q4 2023$446.1B
Q1 2024$493.9B
Q2 2024$485.7B
Q3 2024$521B
Q4 2024$532.3B
Q1 2025$508.5B
Q2 2025$580.6B
Q3 2025$619.4B
Q4 2025$638B
Q1 2026$426.5B
Q2 2026$483.6B

Top holdings

446 positions as of Q2 2026

View filing
A

BROADCOM INC

Value
$30.9B
Shares
81.82M
% Port
6.39%
M

MICROSOFT CORP

Value
$20.1B
Shares
53.77M
% Port
4.15%
N

NVIDIA CORPORATION

Value
$18.6B
Shares
92.95M
% Port
3.85%
G

ALPHABET INC

Value
$14.9B
Shares
42.04M
% Port
3.07%
P
5.PM

PHILIP MORRIS INTL INC

Value
$13.1B
Shares
72.25M
% Port
2.70%
M
6.MU

MICRON TECHNOLOGY INC

Value
$12B
Shares
10.38M
% Port
2.48%
A

APPLE INC

Value
$10.8B
Shares
37.24M
% Port
2.23%
K

KLA CORP

Value
$10.7B
Shares
35.56M
% Port
2.21%
M

META PLATFORMS INC

Value
$10.5B
Shares
18.61M
% Port
2.17%
A
10.AMZN

AMAZON COM INC

Value
$10.3B
Shares
43.11M
% Port
2.13%
W
11.WELL

WELLTOWER INC

Value
$9B
Shares
39.50M
% Port
1.85%
V
12.V

VISA INC

Value
$8.4B
Shares
24.44M
% Port
1.73%
R
13.RCL

ROYAL CARIBBEAN GROUP

Value
$7.8B
Shares
24.49M
% Port
1.61%
A
14.APH

AMPHENOL CORP

Value
$7.6B
Shares
43.04M
% Port
1.57%
G

ALPHABET INC

Value
$7.2B
Shares
20.24M
% Port
1.50%
L
16.LLY

ELI LILLY & CO

Value
$6.9B
Shares
5.73M
% Port
1.42%
G
17.GE

GE AEROSPACE

Value
$6.8B
Shares
18.31M
% Port
1.42%
T
18.TDG

TRANSDIGM GROUP INC

Value
$6.7B
Shares
5.06M
% Port
1.39%
A
19.AZN

ASTRAZENECA PLC

Value
$6.5B
Shares
34.58M
% Port
1.34%
S
20.SHOP

SHOPIFY INC

Value
$6.3B
Shares
54.89M
% Port
1.30%

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