Fund detail
Capital World Investors
capital-group, large-active, lo
Quarters
52
2025-03-31
$617.20B
Positions
552
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 | ARM HOLDINGS PLC ARM | $526.8M | 0.09% | 4,932,888 | +4,932,888 | 2025-03-31 | $107 | ~$107 | +0.00% | |||
| 2 | SHELL PLC SHEL | $512.3M | 0.08% | 6,990,978 | +6,990,978 | 2022-03-31 | $73 | ~$64 | +14.67% | |||
| 3 | SANOFI SNY | $461.6M | 0.07% | 8,323,947 | +8,323,947 | 2016-03-31 | $55 | ~$53 | +3.73% | |||
| 4 | KLA CORP KLAC | $459.2M | 0.07% | 675,430 | +675,430 | 2013-06-30 | $680 | ~$73 | +833.02% | |||
| 5 | WYNN RESORTS LTD WYNN | $450.2M | 0.07% | 5,391,378 | +5,391,378 | 2013-06-30 | $84 | ~$83 | +0.40% | |||
| 6 | MEDTRONIC PLC | $448.3M | 0.07% | 4,989,195 | +4,989,195 | 2016-12-31 | $90 | ~$100 | -10.10% | |||
| 7 | DUOLINGO INC DUOL | $421.0M | 0.07% | 1,355,796 | +1,355,796 | 2025-03-31 | $311 | ~$311 | +0.00% | |||
| 8 | KKR & CO INC KKR 6.25 03/01/28 D | $247.0M | 0.04% | 5,000,000 | +5,000,000 | 2025-03-31 | $49 | ~$49 | +0.00% | |||
| 9 | TECHNIPFMC PLC | $206.1M | 0.03% | 6,503,056 | +6,503,056 | 2022-06-30 | $32 | ~$18 | +80.97% | |||
| 10 | AVALONBAY CMNTYS INC AVB | $170.1M | 0.03% | 792,570 | +792,570 | 2025-03-31 | $215 | ~$215 | +0.00% | |||
| 11 | CIENA CORP CIEN | $112.0M | 0.02% | 1,853,009 | +1,853,009 | 2022-03-31 | $60 | ~$53 | +13.77% | |||
| 12 | GE VERNOVA INC GEV | $111.1M | 0.02% | 363,930 | +363,930 | 2024-06-30 | $305 | ~$172 | +77.99% | |||
| 13 | DEUTSCHE BANK A G | $103.0M | 0.02% | 4,360,671 | +4,360,671 | 2016-12-31 | $24 | ~$18 | +33.81% | |||
| 14 | FTAI AVIATION LTD | $99.4M | 0.02% | 895,459 | +895,459 | 2025-03-31 | $111 | ~$111 | +0.00% | |||
| 15 | KARMAN HLDGS INC KRMN | $80.2M | 0.01% | 2,398,502 | +2,398,502 | 2025-03-31 | $33 | ~$33 | +0.00% | |||
| 16 | CELANESE CORP DEL CE | $74.6M | 0.01% | 1,314,125 | +1,314,125 | 2013-06-30 | $57 | ~$87 | -34.48% | |||
| 17 | VERTEX INC VERX | $55.6M | 0.01% | 1,588,928 | +1,588,928 | 2025-03-31 | $35 | ~$35 | +0.00% | |||
| 18 | CARNIVAL CORP CCL1EUR | $53.9M | 0.01% | 2,758,206 | +2,758,206 | 2013-06-30 | $20 | ~$33 | -41.57% | |||
| 19 | MOOG INC MOG/A | $50.2M | 0.01% | 289,515 | +289,515 | 2013-06-30 | $173 | ~$74 | +132.98% | |||
| 20 | CARVANA CO CVNA | $43.4M | 0.01% | 207,568 | +207,568 | 2020-03-31 | $209 | ~$76 | +174.38% | |||
| 21 | MILLROSE PPTYS INC MRP | $43.3M | 0.01% | 1,634,314 | +1,634,314 | 2025-03-31 | $27 | ~$27 | +0.00% | |||
| 22 | KASPI KZ JSC KSPI | $41.1M | 0.01% | 442,739 | +442,739 | 2024-03-31 | $93 | ~$128 | -27.26% | |||
| 23 | WINGSTOP INC WING | $40.2M | 0.01% | 178,186 | +178,186 | 2025-03-31 | $226 | ~$226 | +0.00% | |||
| 24 | GRUPO FINANCIERO GALICIA S.A GGAL | $37.4M | 0.01% | 686,977 | +686,977 | 2016-12-31 | $54 | ~$44 | +24.33% | |||
| 25 | SOLENO THERAPEUTICS INC SLNO | $33.2M | 0.01% | 464,833 | +464,833 | 2025-03-31 | $71 | ~$71 | +0.00% | |||
| 26 | MCGRATH RENTCORP MGRC | $29.6M | 0.00% | 265,334 | +265,334 | 2025-03-31 | $111 | ~$111 | +0.00% | |||
| 27 | WINNEBAGO INDS INC WGO | $29.3M | 0.00% | 850,825 | +850,825 | 2013-06-30 | $34 | ~$44 | -21.24% | |||
| 28 | CONSTRUCTION PARTNERS INC ROAD | $29.0M | 0.00% | 402,929 | +402,929 | 2025-03-31 | $72 | ~$72 | +0.00% | |||
| 29 | PAYMENTUS HOLDINGS INC PAY | $24.6M | 0.00% | 940,774 | +940,774 | 2021-06-30 | $26 | ~$34 | -22.51% | |||
| 30 | MARA HOLDINGS INC MARA | $23.9M | 0.00% | 2,081,921 | +2,081,921 | 2025-03-31 | $12 | ~$12 | +0.00% |