Fund detail
Capital World Investors
capital-group, large-active, lo
Quarters
53
2026-06-30
$846.43B
Positions
637
2026-06-30
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. PUT/CALL rows are option exposure and are marked separately.
| # | Issuer | Value ↓ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BROADCOM INC AVGO | $46.04B | 5.44% | 121,892,859 | +5,704,376 | +4.91% | 4.91% | 2018-03-31 | $378 | ~$41 | +819.64% | |
| 2 | ALPHABET INC GOOGL | $26.21B | 3.10% | 73,349,871 | +8,002,763 | +12.25% | 2.56% | 2015-12-31 | $357 | ~$166 | +115.44% | |
| 3 | TESLA INC TSLA | $19.24B | 2.27% | 45,735,669 | +2,831,596 | +6.60% | 2.18% | 2013-06-30 | $421 | ~$83 | +404.81% | |
| 4 | ELI LILLY & CO LLY | $19.08B | 2.25% | 15,902,642 | +280,829 | +1.80% | 1.96% | 2013-06-30 | $1,200 | ~$271 | +343.45% | |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC TSM | $16.41B | 1.94% | 34,372,274 | +1,485,337 | +4.52% | 1.52% | 2013-06-30 | $477 | ~$119 | +300.31% | |
| 6 | AMAZON COM INC AMZN | $14.59B | 1.72% | 61,208,160 | +10,789,225 | +21.40% | 1.43% | 2013-06-30 | $238 | ~$186 | +28.24% | |
| 7 | KLA CORP KLAC | $13.67B | 1.61% | 45,318,111 | +41,234,042 | +1009.63% | 0.82% | 2013-06-30 | $302 | ~$876 | -65.58% | |
| 8 | VERTEX PHARMACEUTICALS INC VRTX | $12.97B | 1.53% | 26,115,014 | +746,890 | +2.94% | 1.55% | 2013-06-30 | $497 | ~$291 | +70.75% | |
| 9 | UNITEDHEALTH GROUP INC UNH | $12.42B | 1.47% | 29,887,932 | +2,104,517 | +7.57% | 1.03% | 2013-06-30 | $416 | ~$221 | +87.81% | |
| 10 | APPLE INC AAPL | $11.38B | 1.34% | 39,344,907 | +12,204,574 | +44.97% | 0.94% | 2013-06-30 | $289 | ~$217 | +33.42% | |
| 11 | WESTERN DIGITAL CORP WDC | $10.60B | 1.25% | 16,598,211 | +4,718,173 | +39.72% | 0.44% | 2016-03-31 | $639 | ~$304 | +110.39% | |
| 12 | VISA INC V | $9.70B | 1.15% | 28,269,307 | +3,091,106 | +12.28% | 1.04% | 2013-06-30 | $343 | ~$250 | +37.45% | |
| 13 | CANADIAN NAT RES LTD MED TER CNQ | $8.62B | 1.02% | 217,960,835 | +20,281,072 | +10.26% | 1.32% | 2013-06-30 | $40 | ~$20 | +99.44% | |
| 14 | UNION PAC CORP UNP | $7.38B | 0.87% | 27,141,622 | +69,388 | +0.26% | 0.90% | 2013-06-30 | $272 | ~$234 | +16.26% | |
| 15 | EOG RES INC EOG | $7.19B | 0.85% | 55,451,748 | +3,560,784 | +6.86% | 1.02% | 2013-06-30 | $130 | ~$123 | +5.43% | |
| 16 | BOEING CO BA | $6.64B | 0.78% | 30,665,928 | +4,938,125 | +19.19% | 0.70% | 2013-06-30 | $216 | ~$182 | +18.96% | |
| 17 | D R HORTON INC DHI | $6.07B | 0.72% | 37,280,759 | +344,653 | +0.93% | 0.69% | 2013-06-30 | $163 | ~$131 | +24.04% | |
| 18 | SOUTHERN CO SO | $5.98B | 0.71% | 62,518,698 | +6,278,825 | +11.16% | 0.74% | 2013-12-31 | $96 | ~$88 | +8.43% | |
| 19 | CLOUDFLARE INC NET | $5.97B | 0.70% | 24,325,692 | +1,590,123 | +6.99% | 0.64% | 2020-03-31 | $245 | ~$98 | +149.94% | |
| 20 | GE VERNOVA INC GEV | $5.88B | 0.70% | 5,007,405 | +744,545 | +17.47% | 0.51% | 2024-06-30 | $1,175 | ~$714 | +64.62% | |
| 21 | GE AEROSPACE GE | $5.86B | 0.69% | 15,684,572 | +318,417 | +2.07% | 0.59% | 2021-09-30 | $374 | ~$158 | +137.28% | |
| 22 | ASTRAZENECA PLC | $5.63B | 0.66% | 30,075,134 | +1,810,554 | +6.41% | 0.75% | 2026-03-31 | $187 | ~$195 | -4.06% | |
| 23 | ABBVIE INC ABBV | $4.83B | 0.57% | 19,178,966 | +3,337,599 | +21.07% | 0.47% | 2013-06-30 | $252 | ~$211 | +19.28% | |
| 24 | WELLTOWER INC WELL | $4.55B | 0.54% | 20,028,842 | +7,306,513 | +57.43% | 0.34% | 2025-06-30 | $227 | ~$190 | +19.30% | |
| 25 | APPLOVIN CORP APP | $4.20B | 0.50% | 8,150,954 | +4,971,394 | +156.35% | 0.17% | 2024-12-31 | $515 | ~$416 | +23.84% | |
| 26 | SHOPIFY INC SHOP | $3.89B | 0.46% | 34,087,544 | +390,700 | +1.16% | 0.55% | 2015-06-30 | $114 | ~$62 | +84.47% | |
| 27 | KEURIG DR PEPPER INC KDP | $3.89B | 0.46% | 118,725,548 | +19,695,419 | +19.89% | 0.36% | 2018-06-30 | $33 | ~$32 | +1.40% | |
| 28 | AON PLC | $3.88B | 0.46% | 11,711,650 | +233,862 | +2.04% | 0.51% | 2020-03-31 | $332 | ~$280 | +18.59% | |
| 29 | TOTALENERGIES SE | $3.88B | 0.46% | 49,898,874 | +1,549,684 | +3.21% | 0.61% | 2025-12-31 | $78 | ~$77 | +0.68% | |
| 30 | JOHNSON & JOHNSON JNJ | $3.86B | 0.46% | 15,215,015 | +3,465,654 | +29.50% | 0.39% | 2013-06-30 | $254 | ~$196 | +29.28% |