Capital World Investors

LOS ANGELES, CA · CIK 1422849 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$846.4bn reported value +15.5% vs Q1 2026

637positions

29.6%in top 10

75 new 323 added 212 reduced 58 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

CAPITAL RESEARCH & MANAGEMENT CO – reports through this filing
Capital Group Companies, Inc. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BROADCOM INC COM AVGO	AVGO	121,892,859	$46.0bn5.44%	5.44%	Added +5.7m	+5,704,376 4.9%
2	MICRON TECHNOLOGY INC COM MU	MU	29,469,646	$34.0bn4.02%	4.02%	Reduced -12.6m	-12,584,746 -29.9%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	73,349,871	$26.2bn3.10%	3.10%	Added +8.0m	+8,002,763 12.2%
4	PHILIP MORRIS INTL INC COM PM	PM	133,152,391	$24.1bn2.85%	2.85%	Reduced -298.1k	-298,113 -0.2%
5	META PLATFORMS INC CL A META	META	40,876,883	$23.0bn2.72%	2.72%	Reduced -178.5k	-178,539 -0.4%
6	NVIDIA CORPORATION COM NVDA	NVDA	109,129,403	$21.8bn2.58%	2.58%	Reduced -21.1m	-21,137,027 -16.2%
7	MICROSOFT CORP COM MSFT	MSFT	55,139,128	$20.6bn2.43%	2.43%	Reduced -6.6m	-6,595,211 -10.7%
8	TESLA INC COM TSLA	TSLA	45,735,669	$19.2bn2.27%	2.27%	Added +2.8m	+2,831,596 6.6%
9	ELI LILLY & CO COM LLY	LLY	15,902,642	$19.1bn2.25%	2.25%	Added +280.8k	+280,829 1.8%
10	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	34,372,274	$16.4bn1.94%	1.94%	Added +1.5m	+1,485,337 4.5%
11	ALPHABET INC CAP STK CL C GOOG	GOOG	42,451,592	$15.0bn1.77%	1.77%	Reduced -2.3m	-2,308,140 -5.2%
12	AMAZON COM INC COM AMZN	AMZN	61,208,160	$14.6bn1.72%	1.72%	Added +10.8m	+10,789,225 21.4%
13	KLA CORP COM NEW KLAC	KLAC	45,318,111	$13.7bn1.61%	1.61%	Added +4.5m	+4,477,421 11.0%
14	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	26,115,014	$13.0bn1.53%	1.53%	Added +746.9k	+746,890 2.9%
15	UNITEDHEALTH GROUP INC COM UNH	UNH	29,887,932	$12.4bn1.47%	1.47%	Added +2.1m	+2,104,517 7.6%
16	APPLE INC COM AAPL	AAPL	39,344,907	$11.4bn1.34%	1.34%	Added +12.2m	+12,204,574 45.0%
17	WESTERN DIGITAL CORP COM WDC	WDC	16,598,211	$10.6bn1.25%	1.25%	Added +4.7m	+4,718,173 39.7%
18	AMGEN INC COM AMGN	AMGN	29,075,329	$10.5bn1.24%	1.24%	Reduced -213.0k	-213,014 -0.7%
19	VISA INC COM CL A V	V	28,269,307	$9.7bn1.15%	1.15%	Added +3.1m	+3,091,106 12.3%
20	STARBUCKS CORP COM SBUX	SBUX	91,475,472	$9.3bn1.10%	1.10%	Reduced -11.8m	-11,840,157 -11.5%
21	CANADIAN NAT RES LTD COM CNQ	CNQ	217,960,835	$8.6bn1.02%	1.02%	Added +20.3m	+20,281,072 10.3%
22	CVS HEALTH CORP COM CVS	CVS	74,951,955	$7.8bn0.92%	0.92%	Reduced -2.3m	-2,296,687 -3.0%
23	INTEL CORP COM INTC	INTC	55,212,818	$7.7bn0.91%	0.91%	Reduced -24.7m	-24,664,315 -30.9%
24	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,726,679	$7.4bn0.88%	0.88%	Reduced -6.7k	-6,706 -0.2%
25	UNION PAC CORP COM UNP	UNP	27,141,622	$7.4bn0.87%	0.87%	Added +69.4k	+69,388 0.3%
26	DEERE & CO COM DE	DE	11,501,949	$7.3bn0.86%	0.86%	Reduced -770.9k	-770,945 -6.3%
27	EOG RES INC COM EOG	EOG	55,451,748	$7.2bn0.85%	0.85%	Added +3.6m	+3,560,784 6.9%
28	BOEING CO COM BA	BA	30,665,928	$6.6bn0.78%	0.78%	Added +4.9m	+4,938,125 19.2%
29	BANK AMERICA CORP COM BAC	BAC	115,849,982	$6.6bn0.78%	0.78%	Reduced -28.4m	-28,439,414 -19.7%
30	NETFLIX INC COM NFLX	NFLX	87,336,163	$6.2bn0.74%	0.74%	Reduced -11.8m	-11,767,389 -11.9%
31	D R HORTON INC COM DHI	DHI	37,280,759	$6.1bn0.72%	0.72%	Added +344.7k	+344,653 0.9%
32	SOUTHERN CO COM SO	SO	62,518,698	$6.0bn0.71%	0.71%	Added +6.3m	+6,278,825 11.2%
33	CLOUDFLARE INC CL A COM NET	NET	24,325,692	$6.0bn0.70%	0.70%	Added +1.6m	+1,590,123 7.0%
34	ROYAL CARIBBEAN GROUP COM RCL	RCL	18,670,920	$5.9bn0.70%	0.70%	Reduced -1.4m	-1,391,351 -6.9%
35	GE VERNOVA INC COM GEV	GEV	5,007,405	$5.9bn0.70%	0.70%	Added +744.5k	+744,545 17.5%
36	GE AEROSPACE COM NEW GE	GE	15,684,572	$5.9bn0.69%	0.69%	Added +318.4k	+318,417 2.1%
37	TRANSDIGM GROUP INC COM TDG	TDG	4,274,109	$5.7bn0.67%	0.67%	Reduced -392.4k	-392,382 -8.4%
38	ASTRAZENECA PLC ORD AZN	AZN	30,075,134	$5.6bn0.66%	0.66%	Added +1.8m	+1,810,554 6.4%
39	GILEAD SCIENCES INC COM GILD	GILD	40,988,975	$5.2bn0.61%	0.61%	Reduced -295.0k	-294,958 -0.7%
40	ABBVIE INC COM ABBV	ABBV	19,178,966	$4.8bn0.57%	0.57%	Added +3.3m	+3,337,599 21.1%
41	JPMORGAN CHASE & CO COM JPM	JPM	14,473,602	$4.7bn0.56%	0.56%	Reduced -947.9k	-947,861 -6.2%
42	CITIGROUP INC COM NEW C	C	33,626,421	$4.7bn0.56%	0.56%	Reduced -7.1m	-7,094,438 -17.4%
43	HOME DEPOT INC COM HD	HD	13,174,621	$4.6bn0.55%	0.55%	Reduced -3.0m	-2,969,191 -18.4%
44	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	16,207,905	$4.6bn0.54%	0.54%	Reduced -854.5k	-854,548 -5.0%
45	WELLTOWER INC COM WELL	WELL	20,028,842	$4.5bn0.54%	0.54%	Added +7.3m	+7,306,513 57.4%
46	APPLOVIN CORP COM CL A APP	APP	8,150,954	$4.2bn0.50%	0.50%	Added +5.0m	+4,971,394 156.3%
47	WHEATON PRECIOUS METALS CORP COM WPM	WPM	36,626,362	$4.1bn0.49%	0.49%	Reduced -5.5m	-5,459,901 -13.0%
48	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	34,087,544	$3.9bn0.46%	0.46%	Added +390.7k	+390,700 1.2%
49	KEURIG DR PEPPER INC COM KDP	KDP	118,725,548	$3.9bn0.46%	0.46%	Added +19.7m	+19,695,419 19.9%
50	AON PLC SHS CL A AON	AON	11,711,650	$3.9bn0.46%	0.46%	Added +233.9k	+233,862 2.0%
51	TOTALENERGIES SE ACT TTE	TTE	49,898,874	$3.9bn0.46%	0.46%	Added +1.5m	+1,549,684 3.2%
52	JOHNSON & JOHNSON COM JNJ	JNJ	15,215,015	$3.9bn0.46%	0.46%	Added +3.5m	+3,465,654 29.5%
53	FIRSTENERGY CORP COM FE	FE	77,819,842	$3.7bn0.44%	0.44%	Added +157.1k	+157,058 0.2%
54	BOOKING HOLDINGS INC COM BKNG	BKNG	20,614,112	$3.7bn0.43%	0.43%	Added +1.4m	+1,385,087 7.2%
55	CORTEVA INC COM CTVA	CTVA	42,923,729	$3.6bn0.43%	0.43%	Added +6.9m	+6,925,682 19.2%
56	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	11,144,846	$3.4bn0.40%	0.40%	Added +342.5k	+342,498 3.2%
57	BROOKFIELD CORP CL A LTD VT SH BN	BN	78,684,708	$3.4bn0.40%	0.40%	Reduced -3.7m	-3,655,967 -4.4%
58	CATERPILLAR INC COM CAT	CAT	3,060,432	$3.3bn0.38%	0.38%	Reduced -483.5k	-483,508 -13.6%
59	RESTAURANT BRANDS INTL INC COM QSR	QSR	43,862,952	$3.2bn0.38%	0.38%	Added +1.0m	+1,004,917 2.3%
60	DARDEN RESTAURANTS INC COM DRI	DRI	15,169,444	$3.1bn0.37%	0.37%	Added +240.8k	+240,760 1.6%
61	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	6,195,370	$3.1bn0.37%	0.37%	Reduced -450.9k	-450,946 -6.8%
62	FTAI AVIATION LTD SHS FTAI	FTAI	11,412,484	$3.1bn0.36%	0.36%	Reduced -234.3k	-234,277 -2.0%
63	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	7,742,681	$3.1bn0.36%	0.36%	Reduced -305.3k	-305,329 -3.8%
64	AGNICO EAGLE MINES LTD COM AEM	AEM	19,724,774	$3.1bn0.36%	0.36%	Reduced -1.9m	-1,901,533 -8.8%
65	MARSH & MCLENNAN COS INC COM MRSH	MRSH	18,122,340	$3.0bn0.36%	0.36%	Added +153.2k	+153,158 0.8%
66	MERCADOLIBRE INC COM MELI	MELI	1,773,692	$3.0bn0.36%	0.36%	Reduced -420.8k	-420,789 -19.2%
67	NIKE INC CL B NKE	NKE	72,055,429	$3.0bn0.35%	0.35%	Added +21.6m	+21,578,067 42.8%
68	GALLAGHER ARTHUR J & CO COM AJG	AJG	12,511,991	$2.9bn0.34%	0.34%	Reduced -1.3m	-1,305,729 -9.4%
69	PROGRESSIVE CORP COM PGR	PGR	12,490,946	$2.7bn0.32%	0.32%	Reduced -1.7m	-1,682,593 -11.9%
70	ILLUMINA INC COM ILMN	ILMN	15,425,298	$2.7bn0.32%	0.32%	Reduced -124.7k	-124,662 -0.8%
71	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	59,597,678	$2.7bn0.32%	0.32%	Added +930.4k	+930,445 1.6%
72	BAKER HUGHES COMPANY CL A BKR	BKR	47,479,630	$2.6bn0.31%	0.31%	Reduced -953.6k	-953,622 -2.0%
73	PERFORMANCE FOOD GROUP CO COM PFGC	PFGC	23,347,869	$2.6bn0.31%	0.31%	Added +317.2k	+317,250 1.4%
74	NORTHROP GRUMMAN CORP COM NOC	NOC	5,062,384	$2.6bn0.30%	0.30%	Reduced -1.8m	-1,829,766 -26.6%
75	COMCAST CORP NEW CL A CMCSA	CMCSA	104,629,299	$2.6bn0.30%	0.30%	Reduced -77.5m	-77,512,480 -42.6%
76	EXELON CORP COM EXC	EXC	51,262,524	$2.4bn0.28%	0.28%	Added +11.2m	+11,187,932 27.9%
77	SIMON PPTY GROUP INC NEW COM SPG	SPG	10,524,034	$2.4bn0.28%	0.28%	Added +1.5m	+1,473,719 16.3%
78	INGERSOLL RAND INC COM IR	IR	27,934,411	$2.3bn0.27%	0.27%	Reduced -3.3m	-3,302,666 -10.6%
79	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	34,935,052	$2.3bn0.27%	0.27%	Reduced -3.0m	-3,016,432 -8.0%
80	PROCTER AND GAMBLE CO COM PG	PG	15,416,034	$2.3bn0.27%	0.27%	Added +8.0m	+7,981,186 107.3%
81	BOEING CO DEP CONV PFD A BA 6 10.15.27	BA 6 10.15.27	32,896,618	$2.2bn0.26%	0.26%	Reduced -10.8m	-10,809,084 -24.7%
82	FIFTH THIRD BANCORP COM FITB	FITB	39,246,596	$2.2bn0.26%	0.26%	Added +172.1k	+172,057 0.4%
83	SCHLUMBERGER LTD COM STK SLB	SLB	47,500,241	$2.2bn0.26%	0.26%	Reduced -238.7k	-238,699 -0.5%
84	APOLLO GLOBAL MGMT INC COM APO	APO	18,279,251	$2.2bn0.26%	0.26%	Reduced -628.3k	-628,311 -3.3%
85	MORGAN STANLEY COM NEW MS	MS	10,170,848	$2.1bn0.25%	0.25%	Added +8.6m	+8,554,426 529.2%
86	BUNGE GLOBAL SA COM SHS BG	BG	19,446,028	$2.1bn0.25%	0.25%	Reduced -765.3k	-765,283 -3.8%
87	COCA COLA CO COM KO	KO	25,520,505	$2.1bn0.25%	0.25%	Added +8.7m	+8,742,083 52.1%
88	ARGENX SE SPONSORED ADR ARGX	ARGX	2,199,770	$2.0bn0.24%	0.24%	Reduced -56.4k	-56,446 -2.5%
89	EXXON MOBIL CORP COM XOM	XOM	14,650,464	$2.0bn0.24%	0.24%	Added +4.2m	+4,205,915 40.3%
90	VALE S A SPONSORED ADS VALE	VALE	131,508,037	$2.0bn0.23%	0.23%	Added +26.7m	+26,668,863 25.4%
91	APPLIED MATLS INC COM AMAT	AMAT	2,683,846	$1.9bn0.23%	0.23%	Added +973.2k	+973,217 56.9%
92	GOLDMAN SACHS GROUP INC COM GS	GS	1,902,662	$1.9bn0.23%	0.23%	Reduced -1.1m	-1,099,855 -36.6%
93	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	6,608,133	$1.9bn0.23%	0.23%	Reduced -4.4m	-4,403,475 -40.0%
94	DOORDASH INC CL A DASH	DASH	10,390,570	$1.9bn0.23%	0.23%	Added +2.2m	+2,150,157 26.1%
95	COSTCO WHSL CORP NEW COM COST	COST	2,043,628	$1.9bn0.23%	0.23%	Added +9.5k	+9,463 0.5%
96	CHUBB LIMITED COM CB	CB	5,584,363	$1.9bn0.22%	0.22%	Reduced -469.9k	-469,949 -7.8%
97	AFFIRM HLDGS INC COM CL A AFRM	AFRM	23,115,136	$1.9bn0.22%	0.22%	Added +602.2k	+602,213 2.7%
98	ALPHABET INC DEP SHS RP1/20 A GOOGL 6.25 05.15.29 A	GOOGL 6.25 05.15.29 A	36,995,220	$1.9bn0.22%	0.22%	New
99	RTX CORPORATION COM RTX	RTX	9,906,921	$1.9bn0.22%	0.22%	Reduced -697.9k	-697,901 -6.6%
100	UNITED RENTALS INC COM URI	URI	1,646,737	$1.9bn0.22%	0.22%	Reduced -554.9k	-554,917 -25.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TRACTOR SUPPLY CO TSCO	TSCO	15,565,779	$705.1m15.6m shares
AMETEK INC AME	AME	1,849,072	$396.4m1.8m shares
CAESARS ENTERTAINMENT INC NE CZR	CZR	14,704,070	$388.6m14.7m shares
AXON ENTERPRISE INC AXON	AXON	781,518	$331.9m781.5k shares
BURLINGTON STORES INC BURL	BURL	896,117	$291.6m896.1k shares
IDEXX LABS INC IDXX	IDXX	497,851	$279.7m497.9k shares
ACCENTURE PLC IRELAND ACN	ACN	1,395,283	$276.7m1.4m shares
TAKE-TWO INTERACTIVE SOFTWAR TTWO	TTWO	1,182,767	$233.6m1.2m shares
INSMED INC INSM	INSM	1,362,291	$222.7m1.4m shares
ASCENDIS PHARMA A/S		900,517	$206.0m900.5k shares
CENTESSA PHARMACEUTICALS PLC		4,832,548	$191.9m4.8m shares
ALEXANDRIA REAL ESTATE EQ IN ARE	ARE	3,228,259	$149.9m3.2m shares
ACUSHNET HLDGS CORP GOLF	GOLF	1,010,000	$94.4m1.0m shares
CARNIVAL CORP		3,408,957	$88.2m3.4m shares
DEXCOM INC DXCM	DXCM	1,384,000	$86.9m1.4m shares
CHECK POINT SOFTWARE TECH LT CHKP	CHKP	485,968	$69.4m486.0k shares
HAMILTON LANE INC HLNE	HLNE	640,782	$63.7m640.8k shares
JANUS HENDERSON GROUP PLC		1,200,041	$61.6m1.2m shares
MATERION CORP MTRN	MTRN	415,000	$60.0m415.0k shares
DOXIMITY INC DOCS	DOCS	2,430,679	$56.6m2.4m shares
KALVISTA PHARMACEUTICALS INC KALV	KALV	2,808,583	$56.5m2.8m shares
HALOZYME THERAPEUTICS INC HALO	HALO	871,902	$56.4m871.9k shares
GRACO INC GGG	GGG	644,000	$54.5m644.0k shares
DOLLAR GEN CORP NEW DG	DG	438,673	$52.1m438.7k shares
MONDELEZ INTL INC MDLZ	MDLZ	813,911	$46.9m813.9k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on. The largest 25 of 79.

Company	Ticker	Stake	Change	Schedule	Last filed
DIEBOLD NIXDORF INC DBD · 13D · filed 2026-07-31	DBD	34.9%≈ $1.0bn	+1.1 pts	13D	2026-07-31
PERFORMANCE FOOD GROUP CO PFGC · 13G · filed 2026-08-12	PFGC	14.9%≈ $2.6bn		13G	2026-08-12
RINGCENTRAL INC RNG · 13G · filed 2025-11-13	RNG	14.5%≈ $457.5m	+2.5 pts	13G	2025-11-13
QUANTINUUM INC QNT · 13G · filed 2026-07-06	QNT	13.9%≈ $372.7m	new	13G	2026-07-06
VIPER ENERGY INC VNOM · 13G · filed 2026-08-12	VNOM	13.6%≈ $1.1bn	+1.2 pts	13G	2026-08-12
FIRSTENERGY CORP FE · 13G · filed 2025-08-13	FE	13.6%≈ $3.7bn	+2.0 pts	13G	2025-08-13
IONIS PHARMACEUTICALS INC IONS · 13G · filed 2026-05-14	IONS	12.8%≈ $1.7bn	+1.7 pts	13G	2026-05-14
D R HORTON INC DHI · 13G · filed 2026-02-13	DHI	12.8%≈ $6.1bn	+2.6 pts	13G	2026-02-13
DARDEN RESTAURANTS INC DRI · 13G · filed 2025-05-13	DRI	12.5%≈ $3.0bn		13G	2025-05-13
VAIL RESORTS INC MTN · 13G · filed 2026-02-06	MTN	12.1%≈ $587.1m	+3.7 pts	13G	2026-02-06
ROYAL GOLD INC RGLD · 13G · filed 2026-02-13	RGLD	11.6%≈ $2.0bn	-2.1 pts	13G	2026-02-13
FTAI AVIATION LTD FTAI · 13G · filed 2026-08-12	FTAI	11.3%≈ $3.1bn	-1.1 pts	13G	2026-08-12
BUNGE GLOBAL SA BG · 13G · filed 2026-05-14	BG	10.7%≈ $2.2bn	+2.4 pts	13G	2026-05-14
ZILLOW GROUP INC ZG · 13G · filed 2026-08-06	ZG	10.4%≈ $135.6m	+5.5 pts	13G	2026-08-06
NEWAMSTERDAM PHARMA COMPANY NAMS · 13G · filed 2026-06-04	NAMS	10.4%≈ $413.1m	+1.7 pts	13G	2026-06-04
ILLUMINA INC ILMN · 13G · filed 2026-05-14	ILMN	10.3%≈ $2.8bn	-2.9 pts	13G	2026-05-14
AURA MINERALS INC AUGO · 13G · filed 2026-10-06	AUGO	10.2%≈ $539.2m	+2.9 pts	13G	2026-10-06
SKYWORKS SOLUTIONS INC SWKS · 13G · filed 2026-10-06	SWKS	10.1%≈ $1.0bn	new	13G	2026-10-06
VERTEX PHARMACEUTICALS INC VRTX · 13G · filed 2026-05-14	VRTX	10.1%≈ $12.8bn	-1.1 pts	13G	2026-05-14
CANADIAN NAT RES LTD CNQ · 13G · filed 2025-05-13	CNQ	10.0%≈ $8.3bn		13G	2025-05-13
WAYFAIR INC W · 13G · filed 2026-08-12	W	9.7%≈ $1.0bn	-3.0 pts	13G	2026-08-12
EOG RES INC EOG · 13G · filed 2026-05-14	EOG	9.7%≈ $6.8bn	+2.2 pts	13G	2026-05-14
ALBEMARLE CORP ALB · 13G · filed 2026-05-14	ALB	9.5%≈ $1.5bn	+1.1 pts	13G	2026-05-14
EPAM SYS INC EPAM · 13G · filed 2026-08-12	EPAM	9.4%≈ $390.8m	-4.0 pts	13G	2026-08-12
WYNN RESORTS LTD WYNN · 13G · filed 2025-08-13	WYNN	9.2%≈ $930.6m	+4.0 pts	13G	2025-08-13