Capital World Investors
capital-group, large-active, lo
Quarter Analysis
13F change notes for Capital World Investors in 2025-12-31.
Quiet platform quarter for Capital World — book up modestly to $735B with the entire top-9 list flagged as persistence (no major rotation). Top-3 weight ticking down 14.8% → 13.6%. Eli Lilly and Micron enter the top-10 visibility on price momentum (+375% and +215% unrealized respectively).
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★ HELD
BROADCOM INC AVGO
Top weight at 5.80%, +1220% unrealized after 32 quarters — Capital's signature semi winner.
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★ HELD
MICROSOFT CORP MSFT
51 quarters held, +703% unrealized — the longest-running mega-cap-tech anchor.
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★ HELD
TESLA INC TSLA
51 quarters of Tesla ownership at +640% unrealized — held flat through volatility.
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★ HELD
ELI LILLY & CO LLY
49 quarters at +375% unrealized — GLP-1 wave compounded on a multi-decade quality position.
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★ HELD
MICRON TECHNOLOGY INC MU
31 quarters held, weight +50% on price alone — memory cycle pushed MU into the visible top-10.
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• CONTEXT
No big rotations or fresh themes — this is a quiet quarter for the platform; the directional signal is the slow trimming of top weights.