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 | MICRON TECHNOLOGY INC MU | $34.02B | 4.02% | 29,469,646 | -12,584,746 | -29.92% | 1.94% | 2013-06-30 | $1,154 | ~$91 | +1175.26% | |
| 3 | ALPHABET INC GOOGL | $26.21B | 3.10% | 73,349,871 | +8,002,763 | +12.25% | 2.56% | 2015-12-31 | $357 | ~$166 | +115.44% | |
| 4 | PHILIP MORRIS INTL INC PM | $24.09B | 2.85% | 133,152,391 | -298,113 | -0.22% | 3.01% | 2013-06-30 | $181 | ~$96 | +87.76% | |
| 5 | META PLATFORMS INC META | $23.03B | 2.72% | 40,876,883 | -178,539 | -0.43% | 3.20% | 2013-06-30 | $563 | ~$225 | +149.96% | |
| 6 | NVIDIA CORPORATION NVDA | $21.83B | 2.58% | 109,129,403 | -21,137,027 | -16.23% | 3.10% | 2016-06-30 | $200 | ~$51 | +294.67% | |
| 7 | MICROSOFT CORP MSFT | $20.57B | 2.43% | 55,139,128 | -6,595,211 | -10.68% | 3.12% | 2013-06-30 | $373 | ~$60 | +519.27% | |
| 8 | TESLA INC TSLA | $19.24B | 2.27% | 45,735,669 | +2,831,596 | +6.60% | 2.18% | 2013-06-30 | $421 | ~$83 | +404.81% | |
| 9 | 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% | |
| 10 | 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% | |
| 11 | ALPHABET INC GOOG | $15.00B | 1.77% | 42,451,592 | -2,308,140 | -5.16% | 1.75% | 2015-12-31 | $353 | ~$165 | +114.76% | |
| 12 | 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% | |
| 13 | KLA CORP KLAC | $13.67B | 1.61% | 45,318,111 | +41,234,042 | +1009.63% | 0.82% | 2013-06-30 | $302 | ~$876 | -65.58% | |
| 14 | VERTEX PHARMACEUTICALS INC VRTX | $12.97B | 1.53% | 26,115,014 | +746,890 | +2.94% | 1.55% | 2013-06-30 | $497 | ~$291 | +70.75% | |
| 15 | 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% | |
| 16 | APPLE INC AAPL | $11.38B | 1.34% | 39,344,907 | +12,204,574 | +44.97% | 0.94% | 2013-06-30 | $289 | ~$217 | +33.42% | |
| 17 | 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% | |
| 18 | AMGEN INC AMGN | $10.53B | 1.24% | 29,075,329 | -213,014 | -0.73% | 1.41% | 2014-06-30 | $362 | ~$304 | +19.19% | |
| 19 | VISA INC V | $9.70B | 1.15% | 28,269,307 | +3,091,106 | +12.28% | 1.04% | 2013-06-30 | $343 | ~$250 | +37.45% | |
| 20 | STARBUCKS CORP SBUX | $9.35B | 1.10% | 91,475,472 | -11,840,157 | -11.46% | 1.26% | 2013-06-30 | $102 | ~$91 | +12.69% | |
| 21 | 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% | |
| 22 | CVS HEALTH CORP CVS | $7.75B | 0.92% | 74,951,955 | -2,296,687 | -2.97% | 0.76% | 2013-06-30 | $103 | ~$69 | +50.26% | |
| 23 | INTEL CORP INTC | $7.71B | 0.91% | 55,212,818 | -24,664,315 | -30.88% | 0.48% | 2013-06-30 | $140 | ~$27 | +411.50% | |
| 24 | ASML HLDG NV | $7.41B | 0.88% | 3,726,679 | -6,706 | -0.18% | 0.67% | 2016-12-31 | $1,988 | ~$299 | +564.23% | |
| 25 | UNION PAC CORP UNP | $7.38B | 0.87% | 27,141,622 | +69,388 | +0.26% | 0.90% | 2013-06-30 | $272 | ~$234 | +16.26% | |
| 26 | DEERE & CO DE | $7.30B | 0.86% | 11,501,949 | -770,945 | -6.28% | 0.94% | 2013-06-30 | $634 | ~$426 | +48.74% | |
| 27 | 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% | |
| 28 | BOEING CO BA | $6.64B | 0.78% | 30,665,928 | +4,938,125 | +19.19% | 0.70% | 2013-06-30 | $216 | ~$182 | +18.96% | |
| 29 | BANK OF AMER CORP BAC | $6.60B | 0.78% | 115,849,982 | -28,439,414 | -19.71% | 0.96% | 2013-06-30 | $57 | ~$38 | +50.31% | |
| 30 | NETFLIX INC. NFLX | $6.24B | 0.74% | 87,336,163 | -11,767,389 | -11.87% | 1.30% | 2013-06-30 | $71 | ~$32 | +124.68% |