Fund detail
Capital World Investors
capital-group, large-active, lo
Quarters
52
2013-12-31
$355.68B
Positions
486
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 | AMERICAN AIRLINES GROUP INC AAL | $227.4M | 0.06% | 9,006,000 | +9,006,000 | 2013-12-31 | $25 | ~$25 | +0.00% | |||
| 2 | CAMPBELL SOUP CO CPB | $227.2M | 0.06% | 5,250,000 | +5,250,000 | 2013-12-31 | $43 | ~$43 | +0.00% | |||
| 3 | SOUTHERN CO SO | $219.1M | 0.06% | 5,330,000 | +5,330,000 | 2013-12-31 | $41 | ~$41 | +0.00% | |||
| 4 | ATHENAHEALTH INC | $156.7M | 0.04% | 1,165,000 | +1,165,000 | 2013-12-31 | $135 | ~$135 | +0.00% | |||
| 5 | COOPER-STANDARD HOLDINGS CPS | $126.6M | 0.04% | 2,577,594 | +2,577,594 | 2013-12-31 | $49 | ~$49 | +0.00% | |||
| 6 | XCEL ENERGY INC XEL | $111.8M | 0.03% | 4,000,000 | +4,000,000 | 2013-12-31 | $28 | ~$28 | +0.00% | |||
| 7 | BOSTON SCIENTIFIC CORP BSX | $110.5M | 0.03% | 9,190,000 | +9,190,000 | 2013-12-31 | $12 | ~$12 | +0.00% | |||
| 8 | PINNACLE WEST CAPITAL CORP PNW | $105.8M | 0.03% | 2,000,000 | +2,000,000 | 2013-12-31 | $53 | ~$53 | +0.00% | |||
| 9 | LAREDO PETROLEUM INC LPI1EUR | $90.8M | 0.03% | 3,279,300 | +3,279,300 | 2013-12-31 | $28 | ~$28 | +0.00% | |||
| 10 | ZULILY INC CL A | $89.8M | 0.03% | 2,167,910 | +2,167,910 | 2013-12-31 | $41 | ~$41 | +0.00% | |||
| 11 | TWITTER INC TWTRUSD | $63.0M | 0.02% | 989,000 | +989,000 | 2013-12-31 | $64 | ~$64 | +0.00% | |||
| 12 | UMPQUA HOLDINGS CORP UMPQUSD | $47.8M | 0.01% | 2,495,000 | +2,495,000 | 2013-12-31 | $19 | ~$19 | +0.00% | |||
| 13 | PACWEST BANCORP PACWUSD | $43.5M | 0.01% | 1,030,000 | +1,030,000 | 2013-12-31 | $42 | ~$42 | +0.00% | |||
| 14 | CONTROLADORA VUELA CIA AVIA CPO A ADR VLRS | $28.5M | 0.01% | 2,102,527 | +2,102,527 | 2013-12-31 | $14 | ~$14 | +0.00% | |||
| 15 | PREMIER INC CL A 2655957D | $26.7M | 0.01% | 725,000 | +725,000 | 2013-12-31 | $37 | ~$37 | +0.00% | |||
| 16 | MONTAGE TECHNOLOGY GROUP LTD | $23.1M | 0.01% | 1,419,172 | +1,419,172 | 2013-12-31 | $16 | ~$16 | +0.00% | |||
| 17 | WIX.COM LTD | $21.5M | 0.01% | 800,000 | +800,000 | 2013-12-31 | $27 | ~$27 | +0.00% | |||
| 18 | FRESH DEL MONTE PRODUCE INC | $21.2M | 0.01% | 750,000 | +750,000 | 2013-12-31 | $28 | ~$28 | +0.00% | |||
| 19 | CONTAINER STORE GROUP INC (THE) TCSUSD | $20.5M | 0.01% | 440,000 | +440,000 | 2013-12-31 | $47 | ~$47 | +0.00% | |||
| 20 | ZELTIQ AESTHETICS INC | $18.9M | 0.01% | 1,000,331 | +1,000,331 | 2013-12-31 | $19 | ~$19 | +0.00% | |||
| 21 | CAPITALSOURCE INC | $18.5M | 0.01% | 1,285,000 | +1,285,000 | 2013-12-31 | $14 | ~$14 | +0.00% | |||
| 22 | COVISINT CORP | $16.1M | 0.00% | 1,280,000 | +1,280,000 | 2013-12-31 | $13 | ~$13 | +0.00% | |||
| 23 | ARCH COAL INC | $13.4M | 0.00% | 3,015,000 | +3,015,000 | 2013-12-31 | $4 | ~$4 | +0.00% | |||
| 24 | ANGIE'S LIST INC | $10.0M | 0.00% | 660,000 | +660,000 | 2013-12-31 | $15 | ~$15 | +0.00% | |||
| 25 | RE/MAX HOLDINGS INC CL A RMAX | $9.6M | 0.00% | 300,000 | +300,000 | 2013-12-31 | $32 | ~$32 | +0.00% | |||
| 26 | RINGCENTRAL INC CL A RNG | $9.2M | 0.00% | 500,000 | +500,000 | 2013-12-31 | $18 | ~$18 | +0.00% | |||
| 27 | CENTRAL EUROPEAN MEDIA ENT CL A (USD) | $8.5M | 0.00% | 2,220,000 | +2,220,000 | 2013-12-31 | $4 | ~$4 | +0.00% | |||
| 28 | JANUS CAPITAL GROUP INC | $7.8M | 0.00% | 633,792 | +633,792 | 2013-12-31 | $12 | ~$12 | +0.00% | |||
| 29 | CRITEO SA ADR CRTO | $7.7M | 0.00% | 225,000 | +225,000 | 2013-12-31 | $34 | ~$34 | +0.00% | |||
| 30 | APOLLO EDUCATION GROUP INC CL A | $6.6M | 0.00% | 240,000 | +240,000 | 2013-12-31 | $27 | ~$27 | +0.00% |