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Capital World Investors

hedge fundUpdated 29 days ago

Managed by Capital World Investors • Latest filing Q2 2026

Portfolio value
$846.4B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
14.8%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$483.8B
Q2 2023$519.9B
Q3 2023$504.8B
Q4 2023$562.3B
Q1 2024$604.2B
Q2 2024$613.3B
Q3 2024$645B
Q4 2024$658.7B
Q1 2025$617.2B
Q2 2025$687.9B
Q3 2025$732B
Q4 2025$735.3B
Q1 2026$732.9B
Q2 2026$846.4B

Top holdings

637 positions as of Q2 2026

View filing
A

BROADCOM INC

Value
$46B
Shares
121.89M
% Port
5.44%
M
2.MU

MICRON TECHNOLOGY INC

Value
$34B
Shares
29.47M
% Port
4.02%
G

ALPHABET INC

Value
$26.2B
Shares
73.35M
% Port
3.10%
P
4.PM

PHILIP MORRIS INTL INC

Value
$24.1B
Shares
133.15M
% Port
2.85%
M

META PLATFORMS INC

Value
$23B
Shares
40.88M
% Port
2.72%
N

NVIDIA CORPORATION

Value
$21.8B
Shares
109.13M
% Port
2.58%
M

MICROSOFT CORP

Value
$20.6B
Shares
55.14M
% Port
2.43%
T

TESLA INC

Value
$19.2B
Shares
45.74M
% Port
2.27%
L
9.LLY

ELI LILLY & CO

Value
$19.1B
Shares
15.90M
% Port
2.25%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$16.4B
Shares
34.37M
% Port
1.94%
G

ALPHABET INC

Value
$15B
Shares
42.45M
% Port
1.77%
A
12.AMZN

AMAZON COM INC

Value
$14.6B
Shares
61.21M
% Port
1.72%
K
13.KLAC

KLA CORP

Value
$13.7B
Shares
45.32M
% Port
1.61%
V
14.VRTX

VERTEX PHARMACEUTICALS INC

Value
$13B
Shares
26.12M
% Port
1.53%
U
15.UNH

UNITEDHEALTH GROUP INC

Value
$12.4B
Shares
29.89M
% Port
1.47%
A
16.AAPL

APPLE INC

Value
$11.4B
Shares
39.34M
% Port
1.34%
W
17.WDC

WESTERN DIGITAL CORP

Value
$10.6B
Shares
16.60M
% Port
1.25%
A
18.AMGN

AMGEN INC

Value
$10.5B
Shares
29.08M
% Port
1.24%
V
19.V

VISA INC

Value
$9.7B
Shares
28.27M
% Port
1.15%
S
20.SBUX

STARBUCKS CORP

Value
$9.3B
Shares
91.48M
% Port
1.10%

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