Fund detail
Capital World Investors
capital-group, large-active, lo
Quarters
52
2020-12-31
$518.94B
Positions
565
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 | TESLA INC TSLA | $32.64B | 6.29% | 46,249,648 | -5,999,010 | -11.48% | 4.91% | 2013-06-30 | $706 | ~$55 | +1179.66% | |
| 2 | MICROSOFT CORP MSFT | $24.56B | 4.73% | 110,441,260 | -1,431,563 | -1.28% | 5.15% | 2013-06-30 | $222 | ~$39 | +472.12% | |
| 3 | BROADCOM INC AVGO | $17.03B | 3.28% | 38,885,917 | -398,968 | -1.02% | 3.13% | 2018-03-31 | $438 | ~$241 | +82.03% | |
| 4 | UNITEDHEALTH GROUP INC UNH | $12.34B | 2.38% | 35,185,176 | -2,368,780 | -6.31% | 2.56% | 2013-06-30 | $351 | ~$128 | +173.14% | |
| 5 | FACEBOOK INC META | $11.07B | 2.13% | 40,533,105 | -354,160 | -0.87% | 2.34% | 2013-06-30 | $273 | ~$128 | +112.95% | |
| 6 | AMAZON COM INC AMZN | $10.25B | 1.97% | 3,145,786 | -317,078 | -9.16% | 2.39% | 2013-06-30 | $3,257 | ~$501 | +549.98% | |
| 7 | THERMO FISHER SCIENTIFIC INC TMO | $7.44B | 1.43% | 15,981,520 | -41,513 | -0.26% | 1.55% | 2013-09-30 | $466 | ~$164 | +184.56% | |
| 8 | PHILIP MORRIS INTL INC PM | $6.82B | 1.31% | 82,320,538 | -981,459 | -1.18% | 1.37% | 2013-06-30 | $83 | ~$84 | -0.92% | |
| 9 | SHOPIFY INC SHOP | $6.45B | 1.24% | 5,701,828 | -115,892 | -1.99% | 1.30% | 2015-06-30 | $1,132 | ~$431 | +162.91% | |
| 10 | CME GROUP INC CME | $6.16B | 1.19% | 33,836,999 | -896,808 | -2.58% | 1.27% | 2013-06-30 | $182 | ~$97 | +87.68% | |
| 11 | LOCKHEED MARTIN CORP LMT | $5.75B | 1.11% | 16,187,677 | -591,557 | -3.53% | 1.41% | 2013-06-30 | $355 | ~$139 | +155.36% | |
| 12 | MASTERCARD INCORPORATED MA | $4.74B | 0.91% | 13,288,461 | -1,129,274 | -7.83% | 1.07% | 2013-06-30 | $357 | ~$131 | +172.44% | |
| 13 | ADVANCED MICRO DEVICES INC AMD | $4.24B | 0.82% | 46,248,550 | -50,766 | -0.11% | 0.83% | 2015-12-31 | $92 | ~$38 | +142.77% | |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $4.21B | 0.81% | 38,642,566 | -1,848,022 | -4.56% | 0.72% | 2013-06-30 | $109 | ~$27 | +299.26% | |
| 15 | ALPHABET INC GOOG | $4.01B | 0.77% | 2,289,705 | -20,033 | -0.87% | 0.74% | 2015-12-31 | $1,752 | ~$827 | +111.73% | |
| 16 | SEA LTD SE | $3.93B | 0.76% | 19,732,002 | -864,676 | -4.20% | 0.69% | 2019-12-31 | $199 | ~$50 | +300.07% | |
| 17 | MERCADOLIBRE INC MELI | $3.91B | 0.75% | 2,332,336 | -84,414 | -3.49% | 0.57% | 2013-06-30 | $1,675 | ~$350 | +378.56% | |
| 18 | ASML HOLDING N V | $3.87B | 0.75% | 7,942,592 | -140,888 | -1.74% | 0.65% | 2016-12-31 | $488 | ~$116 | +321.21% | |
| 19 | GENERAL MTRS CO GM | $3.36B | 0.65% | 80,805,672 | -10,356,349 | -11.36% | 0.59% | 2013-06-30 | $42 | ~$36 | +17.29% | |
| 20 | CROWN CASTLE INTL CORP NEW CCI | $3.19B | 0.62% | 20,052,561 | -1,826,671 | -8.35% | 0.80% | 2014-12-31 | $159 | ~$106 | +50.36% | |
| 21 | APPLE INC AAPL | $3.14B | 0.61% | 23,688,472 | -273,252 | -1.14% | 0.61% | 2013-06-30 | $133 | ~$47 | +185.34% | |
| 22 | INTUITIVE SURGICAL INC ISRG | $3.12B | 0.60% | 3,813,232 | -34,293 | -0.89% | 0.60% | 2013-06-30 | $818 | ~$348 | +134.87% | |
| 23 | ALPHABET INC GOOGL | $3.08B | 0.59% | 1,758,630 | -2,078 | -0.12% | 0.56% | 2015-12-31 | $1,753 | ~$840 | +108.59% | |
| 24 | VERIZON COMMUNICATIONS INC VZ | $2.98B | 0.57% | 50,645,912 | -12,677,845 | -20.02% | 0.82% | 2013-06-30 | $59 | ~$51 | +14.60% | |
| 25 | LINDE PLC | $2.95B | 0.57% | 11,216,225 | -1,526,725 | -11.98% | 0.66% | 2018-12-31 | $263 | ~$175 | +50.69% | |
| 26 | VISA INC V | $2.70B | 0.52% | 12,339,912 | -3,422,881 | -21.71% | 0.69% | 2013-06-30 | $219 | ~$71 | +209.44% | |
| 27 | ACTIVISION BLIZZARD INC ATVIEUR | $2.66B | 0.51% | 28,685,107 | -3,526,724 | -10.95% | 0.57% | 2016-09-30 | $93 | ~$55 | +67.55% | |
| 28 | T-MOBILE US INC TMUS | $2.60B | 0.50% | 19,289,338 | -3,879,712 | -16.75% | 0.58% | 2014-06-30 | $135 | ~$69 | +94.52% | |
| 29 | DTE ENERGY CO DTE | $2.57B | 0.49% | 21,147,082 | -935,513 | -4.24% | 0.56% | 2013-06-30 | $121 | ~$101 | +19.66% | |
| 30 | DIGITAL RLTY TR INC DLR | $2.41B | 0.47% | 17,301,391 | -7,695,143 | -30.78% | 0.80% | 2013-06-30 | $140 | ~$100 | +39.78% |