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
| 1 |
Capital One
COF
|
+$4.75B |
| 2 |
KLA
KLAC
|
+$2.94B |
| 3 |
Micron Technology
MU
|
+$2.04B |
| 4 |
Honeywell
HON
|
+$1.39B |
| 5 |
Cloudflare
NET
|
+$1.22B |
Top Sells
| 1 |
Apple
AAPL
|
+$3.78B |
| 2 |
Amazon
AMZN
|
+$3.59B |
| 3 |
DFS
Discover Financial Services
DFS
|
+$3.53B |
| 4 |
Broadcom
AVGO
|
+$1.87B |
| 5 |
AbbVie
ABBV
|
+$1.8B |
Sector Composition
| 1 | Technology | 25.43% |
| 2 | Financials | 14.34% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 11.88% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Hamilton Lane
HLNE
$6.45B
| $68.8M | 0.01% |
483,863
+209,022
| +76% | +$29.7M |
|
377
Paymentus
PAY
$4.01B
| $68.4M | 0.01% |
2,089,214
+1,148,440
| +122% | +$37.6M |
|
378
Public Storage
PSA
$50.4B
| $66M | 0.01% |
225,000
| – | – |
|
379
ThredUp
TDUP
$1.33B
| $65.2M | 0.01% |
8,707,600
| – | – |
|
|
SLDE
380
Slide Insurance Holdings, Inc. Common Stock
SLDE
$1.74B
| $65M | 0.01% |
+3,000,000
| New | +$65M |
|
381
NovaGold Resources
NG
$2.97B
| $64.1M | 0.01% |
+15,666,000
| New | +$64.1M |
|
|
STRK
382
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$677M
| $63.4M | 0.01% |
+523,600
| New | +$63.4M |
|
383
Texas Roadhouse
TXRH
$11B
| $61.6M | 0.01% |
328,852
+2,152
| +0.7% | +$403K |
|
384
Sysco
SYY
$38.2B
| $61.6M | 0.01% |
812,675
-1,372,926
| -63% | -$104M |
|
385
New York Times
NYT
$9.66B
| $60M | 0.01% |
1,071,312
+6,754
| +0.6% | +$378K |
|
386
Installed Building Products
IBP
$7.09B
| $60M | 0.01% |
332,493
+21,785
| +7% | +$3.93M |
|
387
Artisan Partners
APAM
$3.17B
| $59.5M | 0.01% |
1,342,837
+43,649
| +3% | +$1.93M |
|
388
Skyward Specialty Insurance
SKWD
$1.84B
| $58.8M | 0.01% |
1,017,706
+202,872
| +25% | +$11.7M |
|
389
Alibaba
BABA
$377B
| $58.3M | 0.01% |
513,964
-52,777
| -9% | -$5.99M |
|
|
CRCL
390
Circle Internet Group, Inc.
CRCL
$31.2B
| $58.2M | 0.01% |
+320,868
| New | +$58.2M |
|
391
Generac Holdings
GNRC
$10.9B
| $58M | 0.01% |
405,093
-350,401
| -46% | -$50.2M |
|
392
SouthState Bank Corporation
SSB
$10.2B
| $57.1M | 0.01% |
620,509
| – | – |
|
393
GE Vernova
GEV
$171B
| $56.8M | 0.01% |
107,405
-256,525
| -70% | -$136M |
|
394
Galicia Financial Group
GGAL
$4.66B
| $55.4M | 0.01% |
1,099,332
+412,355
| +60% | +$20.8M |
|
|
NYAX
395
Nayax
NYAX
$1.8B
| $54.3M | 0.01% |
1,075,000
| – | – |
|
396
Astera Labs
ALAB
$38.5B
| $54.3M | 0.01% |
600,000
| – | – |
|
397
Aptiv
APTV
$18B
| $54M | 0.01% |
791,072
+49,540
| +7% | +$3.38M |
|
398
Peloton Interactive
PTON
$3.32B
| $53.7M | 0.01% |
7,742,528
| – | – |
|
399
Insulet
PODD
$24B
| $52.8M | 0.01% |
168,000
-1
| -0% | -$314 |
|
400
Ollie's Bargain Outlet
OLLI
$8.34B
| $51.9M | 0.01% |
394,132
| – | – |
|