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 |
Tesla
TSLA
|
$15.9B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$5.43B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.6B |
| 4 |
Extra Space Storage
EXR
|
$1.32B |
| 5 |
Synopsys
SNPS
|
$1.16B |
Top Sells
| 1 |
Micron Technology
MU
|
$1.13B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
$924M |
| 3 |
Meta Platforms (Facebook)
META
|
$816M |
| 4 |
Dollar General
DG
|
$717M |
| 5 |
Stellantis
STLA
|
$698M |
Sector Composition
| 1 | Healthcare | 20.38% |
| 2 | Technology | 16.46% |
| 3 | Consumer Discretionary | 14.81% |
| 4 | Financials | 12.4% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
On Holding
ONON
$14.7B
| $22.3M | 0.01% | 1,389,133 | – | – |
|
452
Frontier Communications
FYBR
$9.28B
| $21.6M | ﹤0.01% | 921,177 | – | – |
|
453
Freshpet
FRPT
$2.72B
| $21.5M | ﹤0.01% | +430,000 | New | +$21.5M |
|
454
Fidelity National Information Services
FIS
$36.5B
| $21.2M | ﹤0.01% | 280,484 | – | – |
|
455
Levi Strauss
LEVI
$8.85B
| $20.6M | ﹤0.01% | 1,422,004 +740,732 | +109% | +$10.7M |
|
456
Goosehead Insurance
GSHD
$2.15B
| $20.2M | ﹤0.01% | 568,000 | – | – |
|
457
Pacific Biosciences
PACB
$393M
| $19.7M | ﹤0.01% | 3,390,000 | – | – |
|
458
Zai Lab
ZLAB
$3.68B
| $19.5M | ﹤0.01% | 570,144 -10,498 | -2% | -$359K |
|
459
NMI Holdings
NMIH
$3.05B
| $19.4M | ﹤0.01% | 950,000 | – | – |
|
460
Radian Group
RDN
$4.72B
| $19.3M | ﹤0.01% | 1,000,000 | – | – |
|
|
NXDR
461
Nextdoor Holdings
NXDR
$794M
| $19.1M | ﹤0.01% | 6,859,318 -3,838,075 | -36% | -$10.7M |
|
462
Artisan Partners
APAM
$3.3B
| $19M | ﹤0.01% | 705,000 | – | – |
|
|
NYAX
463
Nayax
NYAX
$1.84B
| $18.9M | ﹤0.01% | +802,200 | New | +$18.9M |
|
464
Chemed
CHE
$6.67B
| $18.3M | ﹤0.01% | 42,000 | – | – |
|
|
SRCL
465
DELISTED
Stericycle Inc
SRCL
| $18.1M | ﹤0.01% | 430,000 | – | – |
|
466
Royal Caribbean
RCL
$98.7B
| $17.3M | ﹤0.01% | 456,000 -3,784,326 | -89% | -$143M |
|
|
TDCX
467
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $16.7M | ﹤0.01% | 1,781,024 +1,510,151 | +558% | +$14.1M |
|
468
Beazer Homes USA
BZH
$748M
| $16.1M | ﹤0.01% | 1,659,813 | – | – |
|
469
Natera
NTRA
$23.1B
| $15.9M | ﹤0.01% | 363,000 | – | – |
|
470
Vail Resorts
MTN
$6.09B
| $15.3M | ﹤0.01% | 71,000 | – | – |
|
471
OneWater Marine
ONEW
$276M
| $15.2M | ﹤0.01% | 504,604 | – | – |
|
472
Zillow
Z
$20.4B
| $15M | ﹤0.01% | 525,000 | – | – |
|
473
Zentalis Pharmaceuticals
ZNTL
$122M
| $14.8M | ﹤0.01% | 683,000 | – | – |
|
474
Traeger
COOK
$171M
| $14.7M | ﹤0.01% | 5,224,267 +4,392,716 | +528% | +$12.4M |
|
|
RWT
475
Redwood Trust
RWT
$791M
| $14.7M | ﹤0.01% | 2,562,000 | – | – |
|