Capital World Investors Portfolio holdings
Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital One
COF
|
+$4.17B |
| 2 |
KLA
KLAC
|
+$2.47B |
| 3 |
Micron Technology
MU
|
+$1.54B |
| 4 |
Honeywell
HON
|
+$1.28B |
| 5 |
Cloudflare
NET
|
+$906M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$3.73B |
| 2 |
DFS
Discover Financial Services
DFS
|
+$3.53B |
| 3 |
Amazon
AMZN
|
+$3.24B |
| 4 |
AbbVie
ABBV
|
+$1.8B |
| 5 |
Altria Group
MO
|
+$1.75B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.21% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 12.01% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Hamilton Lane
HLNE
$5.74B
| $68.8M | 0.01% |
483,863
+209,022
| +76% | +$31.5M |
|
377
Paymentus
PAY
$5.16B
| $68.4M | 0.01% |
2,089,214
+1,148,440
| +122% | +$38.4M |
|
378
Public Storage
PSA
$61.1B
| $66M | 0.01% |
225,000
| – | – |
|
379
ThredUp
TDUP
$414M
| $65.2M | 0.01% |
8,707,600
| – | – |
|
|
SLDE
380
Slide Insurance Holdings
SLDE
$2.5B
| $65M | 0.01% |
+3,000,000
| New | +$64.6M |
|
381
NovaGold Resources
NG
$3.38B
| $64.1M | 0.01% |
+15,666,000
| New | +$58.6M |
|
|
STRK
382
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$492M
| $63.4M | 0.01% |
+523,600
| New | +$50.1M |
|
383
Texas Roadhouse
TXRH
$13.9B
| $61.6M | 0.01% |
328,852
+2,152
| +0.7% | +$386K |
|
384
Sysco
SYY
$40.4B
| $61.6M | 0.01% |
812,675
-1,372,926
| -63% | -$99.7M |
|
385
New York Times
NYT
$10.3B
| $60M | 0.01% |
1,071,312
+6,754
| +0.6% | +$358K |
|
386
Installed Building Products
IBP
$6.53B
| $60M | 0.01% |
332,493
+21,785
| +7% | +$3.63M |
|
387
Artisan Partners
APAM
$2.98B
| $59.5M | 0.01% |
1,342,837
+43,649
| +3% | +$1.74M |
|
388
Skyward Specialty Insurance
SKWD
$2.41B
| $58.8M | 0.01% |
1,017,706
+202,872
| +25% | +$11.7M |
|
389
Alibaba
BABA
$292B
| $58.3M | 0.01% |
513,964
-52,777
| -9% | -$6.25M |
|
|
CRCL
390
Circle Internet Group
CRCL
$18B
| $58.2M | 0.01% |
+320,868
| New | +$52.3M |
|
391
Generac Holdings
GNRC
$13.1B
| $58M | 0.01% |
405,093
-350,401
| -46% | -$42.7M |
|
392
SouthState Bank Corp
SSB
$10.8B
| $57.1M | 0.01% |
620,509
| – | – |
|
393
GE Vernova
GEV
$278B
| $56.8M | 0.01% |
107,405
-256,525
| -70% | -$107M |
|
394
Galicia Financial Group
GGAL
$7.1B
| $55.4M | 0.01% |
1,099,332
+412,355
| +60% | +$23.6M |
|
|
NYAX
395
Nayax
NYAX
$2B
| $54.3M | 0.01% |
1,075,000
| – | – |
|
396
Astera Labs
ALAB
$57.1B
| $54.3M | 0.01% |
600,000
| – | – |
|
397
Aptiv
APTV
$10.1B
| $54M | 0.01% |
791,072
+49,540
| +7% | +$3.07M |
|
398
Peloton Interactive
PTON
$2.38B
| $53.7M | 0.01% |
7,742,528
| – | – |
|
399
Insulet
PODD
$9.98B
| $52.8M | 0.01% |
168,000
-1
| -0% | -$289 |
|
400
Ollie's Bargain Outlet
OLLI
$4.65B
| $51.9M | 0.01% |
394,132
| – | – |
|
Similar funds
Capital World Investors's Q2 2025 Portfolio in Review
As of Q2 2025, Capital World Investors held 607 positions worth $688B, up 11% from $617B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Capital World Investors's Q2 2025 filing shows 55 new, 276 increased, 149 reduced and 27 closed positions. Its largest new stake was Hims & Hers Health: 18,559,302 shares worth $925M. The largest sale was Apple, an estimated $3.73B.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.
- Capital World Investors's largest Q2 2025 buy was Hims & Hers Health: 18,559,302 shares worth $925M.
- Capital World Investors added most to Capital One in Q2 2025, an estimated $4.17B increase.
- Capital World Investors's biggest Q2 2025 reduction was Apple, cutting an estimated $3.73B.
- Capital World Investors fully exited Discover Financial Services in Q2 2025, selling an estimated $3.53B.
- Capital World Investors's ten largest holdings make up 31% of its $688B portfolio in Q2 2025.
- Capital World Investors opened 55 new positions and closed 27 in Q2 2025.
- Capital World Investors's portfolio value rose 11% quarter-over-quarter to $688B.
Based on Capital World Investors's 13F filing for Q2 2025, filed 13 Aug 2025.