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 | |
|---|---|---|---|---|---|---|
451
Transmedics
TMDX
$3.06B
| $30.5M | ﹤0.01% |
227,441
| – | – |
|
452
Crane NXT
CXT
$2.95B
| $29.6M | ﹤0.01% |
550,000
| – | – |
|
453
Whirlpool
WHR
$2.84B
| $29.6M | ﹤0.01% |
291,517
| – | – |
|
454
SPS Commerce
SPSC
$2.73B
| $29.2M | ﹤0.01% |
+214,469
| New | +$29.7M |
|
455
Elanco Animal Health
ELAN
$11.3B
| $28.6M | ﹤0.01% |
+2,000,000
| New | +$23.4M |
|
456
Jack in the Box
JACK
$361M
| $28.1M | ﹤0.01% |
1,606,607
| – | – |
|
457
VF Corp
VFC
$5.74B
| $28M | ﹤0.01% |
2,380,695
| – | – |
|
458
Avis
CAR
$4.86B
| $27.7M | ﹤0.01% |
163,684
| – | – |
|
|
CAI
459
Caris Life Sciences
CAI
$6.39B
| $26.7M | ﹤0.01% |
+999,945
| New | +$26.9M |
|
460
SiTime
SITM
$21B
| $26.2M | ﹤0.01% |
123,011
| – | – |
|
461
Certara
CERT
$1.21B
| $25.3M | ﹤0.01% |
2,160,079
| – | – |
|
|
GPGI
462
GPGI Inc
GPGI
$3.86B
| $25.2M | ﹤0.01% |
1,786,525
| – | – |
|
463
Columbia Banking Systems
COLB
$9.17B
| $24.9M | ﹤0.01% |
1,063,800
| – | – |
|
464
Winnebago Industries
WGO
$922M
| $24.7M | ﹤0.01% |
850,825
| – | – |
|
465
Pool Corp
POOL
$7.23B
| $24M | ﹤0.01% |
82,506
-143,876
| -64% | -$43.5M |
|
466
Advanced Micro Devices
AMD
$804B
| $22.6M | ﹤0.01% |
159,165
+52,498
| +49% | +$5.72M |
|
467
Essential Properties Realty Trust
EPRT
$6.72B
| $22.4M | ﹤0.01% |
701,760
+471,771
| +205% | +$15.1M |
|
468
Norwegian Cruise Line
NCLH
$8.8B
| $22.3M | ﹤0.01% |
1,100,000
| – | – |
|
469
New Fortress Energy
NFE
$93.8M
| $22M | ﹤0.01% |
6,638,696
-12,131,829
| -65% | -$52.7M |
|
470
Ally Financial
ALLY
$13.5B
| $21.1M | ﹤0.01% |
+541,593
| New | +$18.8M |
|
471
Xenon Pharmaceuticals
XENE
$6.21B
| $20.5M | ﹤0.01% |
655,737
-1,568,978
| -71% | -$51.2M |
|
472
Fox Factory Holding Corp
FOXF
$908M
| $20.1M | ﹤0.01% |
773,679
-760,154
| -50% | -$17.8M |
|
473
Mine Safety
MSA
$7.3B
| $18.9M | ﹤0.01% |
+112,841
| New | +$17.7M |
|
474
XPEL
XPEL
$1.37B
| $18.2M | ﹤0.01% |
505,927
-709,408
| -58% | -$23.4M |
|
475
Invitation Homes
INVH
$17.9B
| $18.1M | ﹤0.01% |
553,255
+400,255
| +262% | +$13.4M |
|
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.