Fund detail
Capital World Investors
capital-group, large-active, lo
Quarters
52
2026-03-31
$732.94B
Positions
620
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.
| # | Issuer | Value ↑ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | THE CAMPBELLS COMPANY CPB | $425K | 0.00% | 19,093 | +8,984 | +88.87% | 0.00% | 2013-12-31 | $22 | ~$35 | -36.38% | |
| 2 | SNOWFLAKE INC SNOW | $772K | 0.00% | 5,121 | +2,327 | +83.29% | 0.00% | 2020-09-30 | $151 | ~$219 | -31.22% | |
| 3 | ZIMMER BIOMET HOLDINGS INC ZBH | $791K | 0.00% | 8,745 | +4,027 | +85.35% | 0.00% | 2024-06-30 | $90 | ~$98 | -7.42% | |
| 4 | FLUOR CORP FLR | $958K | 0.00% | 20,529 | +9,357 | +83.75% | 0.00% | 2019-06-30 | $47 | ~$43 | +9.22% | |
| 5 | DLOCAL LTD | $1.0M | 0.00% | 80,718 | +764 | +0.96% | 0.00% | 2025-09-30 | $13 | ~$14 | -9.13% | |
| 6 | SHARKNINJA INC | $1.1M | 0.00% | 10,609 | +5,955 | +127.95% | 0.00% | 2025-09-30 | $106 | ~$106 | -0.45% | |
| 7 | MAPLEBEAR INC CART | $1.1M | 0.00% | 30,083 | +13,709 | +83.72% | 0.00% | 2025-06-30 | $37 | ~$41 | -8.72% | |
| 8 | CANADIAN NATL RY CO CNI | $3.1M | 0.00% | 30,600 | +893 | +3.01% | 0.00% | 2017-09-30 | $103 | ~$101 | +2.04% | |
| 9 | TELUS CORPORATION TU | $3.2M | 0.00% | 247,259 | +3,997 | +1.64% | 0.00% | 2019-09-30 | $13 | ~$16 | -20.39% | |
| 10 | WESTERN DIGITAL CORP WDC 3 11/15/28 | $3.5M | 0.00% | 490,000 | +18,000 | +3.81% | 0.00% | 2025-12-31 | $7 | ~$5 | +54.57% | |
| 11 | INTERCONTINENTAL HOTELS GROU IHG | $3.9M | 0.00% | 29,843 | +2,941 | +10.93% | 0.00% | 2018-12-31 | $133 | ~$79 | +64.56% | |
| 12 | ICICI BANK LIMITED IBN | $5.2M | 0.00% | 205,064 | +56,446 | +37.98% | 0.00% | 2013-06-30 | $26 | ~$23 | +8.17% | |
| 13 | CANADIAN PACIFIC KANSAS CITY CP | $5.2M | 0.00% | 65,933 | +51,589 | +359.66% | 0.00% | 2023-06-30 | $79 | ~$79 | -0.59% | |
| 14 | SHELL PLC SHEL | $5.5M | 0.00% | 59,330 | +2,290 | +4.01% | 0.00% | 2022-03-31 | $93 | ~$65 | +43.00% | |
| 15 | COREWEAVE INC CRWV | $6.3M | 0.00% | 81,866 | +78,072 | +2057.78% | 0.00% | 2025-12-31 | $77 | ~$87 | -10.67% | |
| 16 | TORONTO DOMINION BK ONT TD | $7.7M | 0.00% | 82,501 | +1,060 | +1.30% | 0.00% | 2013-06-30 | $93 | ~$71 | +30.72% | |
| 17 | FIGMA INC FIG | $9.5M | 0.00% | 448,406 | +39,805 | +9.74% | 0.00% | 2025-09-30 | $21 | ~$50 | -57.38% | |
| 18 | ISHARES TR ACWI | $9.9M | 0.00% | 74,008 | +16,445 | +28.57% | 0.00% | 2020-12-31 | $138 | ~$130 | +2.98% | |
| 19 | PG&E CORP PCG | $17.6M | 0.00% | 1,002,822 | +984,036 | +5238.13% | 0.00% | 2013-06-30 | $18 | ~$18 | -0.12% | |
| 20 | ESSEX PPTY TR INC ESS | $18.1M | 0.00% | 74,778 | +69,456 | +1305.07% | 0.00% | 2025-03-31 | $242 | ~$255 | -5.02% | |
| 21 | CHARTER COMMUNICATIONS INC CHTR | $18.1M | 0.00% | 83,945 | +82,108 | +4469.68% | 0.00% | 2016-06-30 | $216 | ~$218 | -0.93% | |
| 22 | LIVE NATION ENTERTAINMENT IN LYV 2.875 01/15/30 | $21.1M | 0.00% | 19,501,000 | +2,001,000 | +11.43% | 0.00% | 2025-12-31 | $1 | ~$1 | +2.43% | |
| 23 | FLEXTRONICS INTL LTD | $23.0M | 0.00% | 350,788 | +144,895 | +70.37% | 0.00% | 2016-12-31 | $65 | ~$49 | +33.74% | |
| 24 | NASDAQ INC NDAQ | $23.4M | 0.00% | 275,388 | +1,392 | +0.51% | 0.00% | 2018-09-30 | $85 | ~$62 | +36.78% | |
| 25 | VIA TRANSN INC VIA | $26.4M | 0.00% | 1,758,717 | +1,481,077 | +533.45% | 0.00% | 2025-09-30 | $15 | ~$24 | -36.30% | |
| 26 | OKLO INC OKLO | $26.6M | 0.00% | 537,354 | +31,416 | +6.21% | 0.00% | 2025-09-30 | $50 | ~$109 | -54.36% | |
| 27 | APOGEE THERAPEUTICS INC APGE | $29.3M | 0.00% | 348,674 | +221,056 | +173.22% | 0.00% | 2024-12-31 | $84 | ~$63 | +34.03% | |
| 28 | ALLY FINL INC ALLY | $31.9M | 0.00% | 813,567 | +221,061 | +37.31% | 0.00% | 2025-06-30 | $39 | ~$40 | -1.11% | |
| 29 | WEX INC WEX | $32.3M | 0.00% | 211,240 | +115,427 | +120.47% | 0.00% | 2015-03-31 | $153 | ~$148 | +3.39% | |
| 30 | SPYRE THERAPEUTICS INC SYRE | $33.6M | 0.00% | 666,564 | +466,392 | +233.00% | 0.00% | 2024-12-31 | $50 | ~$34 | +48.76% |