Capital World Investors
capital-group, large-active, lo
Quarter Analysis
13F change notes for Capital World Investors in 2026-03-31.
Capital World's book held roughly flat at $733B / 620 names, with top-3 concentration easing 13.6% → 11.2% — the platform is slowly de-concentrating its mega-cap-tech load. Broadcom is being trimmed (-6% shares, +1080% unrealized — a 10-bagger position being gradually monetized), Alphabet GOOG share class scaled +55% (notable single conviction add visible above the platform noise). Microsoft and Tesla still at full size despite small trims.
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▲ ADDED
ALPHABET INC GOOG
Shares +55% to 1.75% weight — the C-share class was scaled up while GOOGL stayed flat. Largest single-name conviction add visible across the Capital platform this quarter.
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★ HELD
BROADCOM INC AVGO
33 quarters held, +1080% unrealized — the multi-decade winner being slowly monetized with a -6% share trim.
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★ HELD
MICROSOFT CORP MSFT
52 quarters of continuous ownership, +515% unrealized. Weight 4.24% → 3.12% from price + small share trim.
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★ HELD
META PLATFORMS INC META
52 quarters held; shares +4% even as weight trimmed by price — Capital still adding modestly to a +152% paper gain.
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★ HELD
TESLA INC TSLA
52 quarters of Tesla persistence at +479% unrealized — Capital's mandate-level Tesla exposure unchanged.
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• CONTEXT
Top-3 concentration eased 2.5pp in one quarter — a platform-wide de-concentration from peak mega-cap weights. Position count actually grew 574 → 620, so dollars are being spread wider.