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Capital Research Global Investors

hedge fundUpdated 29 days ago

Managed by Capital Research Global Investors • Latest filing Q2 2026

Portfolio value
$716.9B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
22.5%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$350.4B
Q2 2023$373.2B
Q3 2023$363.2B
Q4 2023$406.5B
Q1 2024$442B
Q2 2024$455.7B
Q3 2024$481.1B
Q4 2024$486.4B
Q1 2025$459.9B
Q2 2025$499.5B
Q3 2025$533B
Q4 2025$541.7B
Q1 2026$644.6B
Q2 2026$716.9B

Top holdings

426 positions as of Q2 2026

View filing
A

BROADCOM INC

Value
$42.7B
Shares
113.13M
% Port
5.96%
N

NVIDIA CORPORATION

Value
$40.6B
Shares
202.74M
% Port
5.66%
M

MICROSOFT CORP

Value
$35.3B
Shares
94.75M
% Port
4.93%
A

AMAZON COM INC

Value
$28.7B
Shares
120.60M
% Port
4.01%
L
5.LLY

ELI LILLY & CO

Value
$25B
Shares
20.87M
% Port
3.49%
G

ALPHABET INC

Value
$22.3B
Shares
62.53M
% Port
3.12%
M

META PLATFORMS INC

Value
$22.3B
Shares
39.62M
% Port
3.11%
A

APPLE INC

Value
$17.2B
Shares
59.39M
% Port
2.40%
A

APPLIED MATLS INC

Value
$16B
Shares
22.16M
% Port
2.23%
P
10.PM

PHILIP MORRIS INTL INC

Value
$15.2B
Shares
84.25M
% Port
2.13%
G

ALPHABET INC

Value
$15.2B
Shares
42.89M
% Port
2.11%
G
12.GE

GE AEROSPACE

Value
$11.6B
Shares
30.94M
% Port
1.61%
S
13.SBUX

STARBUCKS CORP

Value
$11.2B
Shares
109.65M
% Port
1.56%
R
14.RCL

ROYAL CARIBBEAN GROUP

Value
$10.9B
Shares
34.26M
% Port
1.52%
I
15.INTC

INTEL CORP

Value
$10.3B
Shares
73.75M
% Port
1.44%
R
16.RTX

RTX CORPORATION

Value
$9.9B
Shares
52.35M
% Port
1.39%
V
17.VRTX

VERTEX PHARMACEUTICALS INC

Value
$9.7B
Shares
19.49M
% Port
1.35%
U
18.UBER

UBER TECHNOLOGIES INC

Value
$9.4B
Shares
130.66M
% Port
1.32%
J

JPMORGAN CHASE & CO

Value
$9.1B
Shares
27.75M
% Port
1.27%
L
20.LIN

LINDE PLC

Value
$9B
Shares
17.43M
% Port
1.26%

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