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 | |
|---|---|---|---|---|---|---|
476
Alcoa
AA
$13.4B
| $18.1M | ﹤0.01% |
611,995
| – | – |
|
477
State Street SPDR S&P 500 ETF Trust
SPY
$816B
| $17.5M | ﹤0.01% |
28,456
-9,393
| -25% | -$5.37M |
|
478
Butterfly Network
BFLY
$2.57B
| $17M | ﹤0.01% |
8,486,000
| – | – |
|
479
10x Genomics
TXG
$7.68B
| $16.8M | ﹤0.01% |
1,452,300
| – | – |
|
480
RELX
RELX
$59.8B
| $16.5M | ﹤0.01% |
+304,709
| New | +$16.1M |
|
481
Lantheus
LNTH
$6.59B
| $16M | ﹤0.01% |
+194,931
| New | +$17.1M |
|
482
VSE Corp
VSEC
$6.69B
| $15.7M | ﹤0.01% |
+120,048
| New | +$15M |
|
|
RPC
483
Ridgepost Capital
RPC
$990M
| $15.6M | ﹤0.01% |
+1,526,176
| New | +$16.3M |
|
|
RWT
484
Redwood Trust
RWT
$597M
| $15.1M | ﹤0.01% |
2,562,000
| – | – |
|
|
NVO
485
Novo Nordisk
NVO
$201B
| $14.8M | ﹤0.01% |
215,686
+7,916
| +4% | +$538K |
|
486
Tandem Diabetes Care
TNDM
$1.61B
| $14.3M | ﹤0.01% |
767,000
| – | – |
|
487
Simpson Manufacturing
SSD
$8.01B
| $13.3M | ﹤0.01% |
+85,678
| New | +$13.3M |
|
488
Nasdaq
NDAQ
$53.8B
| $13.2M | ﹤0.01% |
147,836
-6,628,258
| -98% | -$529M |
|
489
Badger Meter
BMI
$3.83B
| $13.1M | ﹤0.01% |
+53,299
| New | +$12.1M |
|
490
Air Products & Chemicals
APD
$68.1B
| $12.9M | ﹤0.01% |
45,664
| – | – |
|
491
Main Street Capital
MAIN
$5.53B
| $12.6M | ﹤0.01% |
213,235
+2,894
| +1% | +$160K |
|
492
Allogene Therapeutics
ALLO
$718M
| $12.6M | ﹤0.01% |
11,150,000
-1,115,330
| -9% | -$1.48M |
|
493
MasterCraft Boat Holdings
MCFT
$600M
| $12.6M | ﹤0.01% |
676,133
| – | – |
|
494
RE/MAX Holdings
RMAX
$267M
| $12.3M | ﹤0.01% |
1,500,000
| – | – |
|
495
Merit Medical Systems
MMSI
$5.45B
| $11.2M | ﹤0.01% |
120,036
+66,430
| +124% | +$6.29M |
|
496
Red Rock Resorts
RRR
$3.71B
| $11.1M | ﹤0.01% |
212,500
| – | – |
|
497
Weatherford International
WFRD
$6.53B
| $10.9M | ﹤0.01% |
217,172
-974,705
| -82% | -$45.3M |
|
498
AstraZeneca
AZN
$245B
| $10.7M | ﹤0.01% |
76,779
+2,119
| +3% | +$297K |
|
499
lululemon athletica
LULU
$13.7B
| $10.6M | ﹤0.01% |
44,474
-1,632,597
| -97% | -$450M |
|
500
Yeti Holdings
YETI
$3.36B
| $10.3M | ﹤0.01% |
325,329
-1,655,480
| -84% | -$49.7M |
|
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.