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Capital International Investors

Active equity managers

Files as Capital International Investors (SEC CIK 1562230).
Portfolio from its latest quarterly 13F-HR filing.

$470.64B
Tracked value
400
Positions
Q2 2026
Portfolio as of
Aug 12, 2026
Filed

Holdings

Top 100 of 400 tracked positions, by value
#CompanyPortfolio %vs Q1 2026Value
1AVGOBroadcom Inc.6.6%▼ 2.6%$30.90B
2MSFTMICROSOFT CORP4.3%▼ 1.9%$20.06B
3NVDANVIDIA CORP4.0%▼ 4.8%$18.60B
4GOOGAlphabet Inc.3.2%▼ 8.3%$14.85B
5PMPhilip Morris International Inc.2.8%▼ 0.7%$13.07B
6MUMICRON TECHNOLOGY INC2.5%▲ 16.3%$11.98B
7AAPLApple Inc.2.3%▲ 2.6%$10.77B
8KLACKLA CORP2.3%▲ 1,203%$10.71B
9METAMeta Platforms, Inc.2.2%▲ 4.7%$10.48B
10AMZNAMAZON COM INC2.2%▼ 1.9%$10.28B
11WELLWELLTOWER INC.1.9%▲ 10.3%$8.97B
12VVISA INC.1.8%▲ 3.1%$8.39B
13RCLROYAL CARIBBEAN CRUISES LTD1.7%▼ 2.2%$7.78B
14APHAMPHENOL CORP /DE/1.6%▲ 21.8%$7.59B
15GOOGLAlphabet Inc.1.5%▼ 20.5%$7.23B
16LLYELI LILLY & Co1.5%▼ 6.2%$6.88B
17GEGENERAL ELECTRIC CO1.5%▼ 4.7%$6.84B
18TDGTransDigm Group INC1.4%▼ 7.9%$6.74B
19AZNASTRAZENECA PLC1.4%▲ 0.5%$6.49B
20SHOPSHOPIFY INC.1.3%▲ 9.7%$6.27B
21MAMastercard Inc1.2%▲ 2.7%$5.64B
22TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD1.2%▲ 3.3%$5.54B
23INTCINTEL CORP1.1%▲ 437%$5.38B
24ASMLASML HOLDING NV1.0%▲ 38.0%$4.80B
25TFCTRUIST FINANCIAL CORP1.0%▲ 10.4%$4.65B
26RTXRTX Corp0.9%▼ 7.6%$4.19B
27JPMJPMORGAN CHASE & CO0.9%▲ 0.5%$4.15B
28DEDEERE & CO0.9%▲ 276%$4.07B
29ABBVAbbVie Inc.0.8%▲ 8.5%$3.94B
30TTETotalEnergies SE0.8%▼ 9.8%$3.68B
31FTAIFTAI Aviation Ltd.0.7%▲ 4.7%$3.35B
32KKRKKR & Co. Inc.0.7%▲ 3.6%$3.34B
33UNHUNITEDHEALTH GROUP INC0.7%▼ 13.5%$3.24B
34MELIMERCADOLIBRE INC0.7%▲ 7.8%$3.18B
35ABTABBOTT LABORATORIES0.7%▼ 7.6%$3.15B
36CEGConstellation Energy Corp0.7%▲ 9.0%$3.15B
37BTIBritish American Tobacco p.l.c.0.6%▲ 0.7%$3.04B
38MSTRStrategy Inc0.6%▲ 11.0%$3.03B
39PSAPublic Storage0.6%▲ 49.3%$3.02B
40COPCONOCOPHILLIPS0.6%▼ 7.1%$3.01B
41NOCNORTHROP GRUMMAN CORP /DE/0.6%▼ 17.5%$2.98B
42DHRDANAHER CORP /DE/0.6%▲ 10.6%$2.95B
43MDLZMondelez International, Inc.0.6%▲ 1.1%$2.93B
44PAYXPAYCHEX INC0.6%▼ 3.7%$2.84B
45APDAir Products & Chemicals, Inc.0.6%▼ 3.7%$2.80B
46BACBANK OF AMERICA CORP /DE/0.6%▲ 2.9%$2.75B
47YUMYUM BRANDS INC0.6%▲ 0.8%$2.71B
48NETCloudflare, Inc.0.6%▲ 0.8%$2.69B
49CSCOCISCO SYSTEMS, INC.0.6%NEW$2.66B
50MRSHMARSH & MCLENNAN COMPANIES, INC.0.6%▲ 0.1%$2.62B
51COSTCOSTCO WHOLESALE CORP /NEW0.6%▲ 0.8%$2.59B
52BBARRICK MINING CORP0.5%▲ 1.9%$2.41B
53VRTXVERTEX PHARMACEUTICALS INC / MA0.5%▼ 8.4%$2.33B
54LINLINDE PLC0.5%▼ 18.5%$2.30B
55XOMExxonMobil Holdings Corp0.5%▲ 0.3%$2.19B
56RYAAYRYANAIR HOLDINGS PLC0.4%▲ 0.3%$2.08B
57RPRXRoyalty Pharma plc0.4%▲ 0.8%$1.98B
58MRKMerck & Co., Inc.0.4%▲ 1,668%$1.98B
59CNPCENTERPOINT ENERGY INC0.4%▲ 22.3%$1.94B
60MTDMETTLER TOLEDO INTERNATIONAL INC/0.4%▲ 40.8%$1.94B
61DALDELTA AIR LINES, INC.0.4%▲ 0.6%$1.94B
62CDNSCADENCE DESIGN SYSTEMS INC0.4%▲ 23.6%$1.83B
63BURLBurlington Stores, Inc.0.4%▼ 11.4%$1.73B
64PGRPROGRESSIVE CORP/OH/0.4%▼ 12.7%$1.68B
65GEVGE Vernova Inc.0.4%▼ 14.1%$1.65B
66SBUXSTARBUCKS CORP0.3%▲ 12.7%$1.61B
67TMOTHERMO FISHER SCIENTIFIC INC.0.3%▼ 18.2%$1.60B
68CVSCVS HEALTH Corp0.3%▼ 0.0%$1.59B
69CATCATERPILLAR INC0.3%▼ 58.1%$1.54B
70CVNACARVANA CO.0.3%▲ 599%$1.53B
71APPAppLovin Corp0.3%▲ 5.1%$1.53B
72WFCWELLS FARGO & COMPANY/MN0.3%▲ 5.1%$1.50B
73OKEONEOK INC /NEW/0.3%▲ 31.2%$1.50B
74FICOFAIR ISAAC CORP0.3%▲ 75.9%$1.49B
75SPGIS&P Global Inc.0.3%▲ 3.2%$1.48B
76BLKBlackRock, Inc.0.3%▲ 3.1%$1.47B
77WSOWATSCO INC0.3%▲ 0.2%$1.45B
78LIILENNOX INTERNATIONAL INC0.3%▼ 13.3%$1.42B
79COHRCOHERENT CORP.0.3%NEW$1.42B
80KOCOCA COLA CO0.3%▼ 2.6%$1.39B
81AMATAPPLIED MATERIALS INC /DE0.3%▼ 16.0%$1.37B
82SRESEMPRA0.3%▼ 22.5%$1.35B
83LYVLive Nation Entertainment, Inc.0.3%▲ 1.5%$1.32B
84MSMORGAN STANLEY0.3%▼ 12.2%$1.31B
85ATOATMOS ENERGY CORP0.3%▲ 2.1%$1.29B
86CRMSalesforce, Inc.0.3%▼ 35.4%$1.28B
87ITTITT INC.0.3%▲ 1.8%$1.21B
88ONCBeOne Medicines Ltd.0.3%▲ 1.2%$1.20B
89CVECENOVUS ENERGY INC.0.2%▼ 1.7%$1.16B
90WDCWESTERN DIGITAL CORP0.2%NEW$1.15B
91PWRQUANTA SERVICES, INC.0.2%▼ 34.9%$1.06B
92ZBHZIMMER BIOMET HOLDINGS, INC.0.2%▲ 33.6%$1.05B
93HEIHEICO CORP0.2%▲ 8.5%$1.03B
94CMGCHIPOTLE MEXICAN GRILL INC0.2%▼ 29.6%$1.02B
95STXSeagate Technology Holdings plc0.2%NEW$995.93M
96MARMARRIOTT INTERNATIONAL INC /MD/0.2%▼ 15.6%$963.11M
97HUMHUMANA INC0.2%▲ 20.5%$950.46M
98VRSKVerisk Analytics, Inc.0.2%▼ 13.8%$948.38M
99INSMINSMED Inc0.2%▲ 47.2%$878.34M
100SAPSAP SE0.2%▲ 13.4%$876.58M

Positions in companies tracked by Scrutar, from the manager's latest quarterly 13F-HR filing.
13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since.
Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.

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Source: SEC EDGAR Form 13F-HR filings.