1y return+11.8%S&P 500 +20.9%
3y return+64.6%S&P 500 +68.5%
5y return+58.9%S&P 500 +74.5%
10y return+210.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $310 against $357 in the S&P 500.2
Capital International InvestorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AVGOBroadcom Inc | $30.9B | 6.4% | −2.6% |
| MSFTMicrosoft Corp | $20.1B | 4.1% | −1.9% |
| NVDANvidia Corporation | $18.6B | 3.8% | −4.8% |
| GOOGAlphabet Inc | $14.9B | 3.1% | −8.3% |
| PMPhilip Morris Intl Inc | $13.1B | 2.7% | |
| MUMicron Technology Inc | $12.0B | 2.5% | +16.3% |
| AAPLApple Inc | $10.8B | 2.2% | +2.6% |
| KLACKla Corp | $10.7B | 2.2% | +1203.4% |
| METAMeta Platforms Inc | $10.5B | 2.2% | +4.7% |
| AMZNAmazon Com Inc | $10.3B | 2.1% | −1.9% |
| WELLWelltower Inc | $9.0B | 1.9% | +10.3% |
| VVisa Inc | $8.4B | 1.7% | +3.1% |
| Royal Caribbean GroupCUSIP V7780T103 | $7.8B | 1.6% | −2.2% |
| APHAmphenol Corp | $7.6B | 1.6% | +21.8% |
| GOOGLAlphabet Inc | $7.2B | 1.5% | −20.5% |
| LLYEli Lilly & Co | $6.9B | 1.4% | −6.2% |
| GEGe Aerospace | $6.8B | 1.4% | −4.7% |
| TDGTransdigm Group Inc | $6.7B | 1.4% | −7.9% |
| Astrazeneca PLCCUSIP G0593M107 | $6.5B | 1.3% | |
| SHOPShopify Inc | $6.3B | 1.3% | +9.7% |
| MAMastercard Incorporated | $5.6B | 1.2% | +2.7% |
| TSMTaiwan Semiconductor Manufac | $5.5B | 1.1% | +3.3% |
| INTCIntel Corp | $5.4B | 1.1% | +437.1% |
| Asml Hldg NvCUSIP N07059210 | $4.8B | 1.0% | +38.0% |
| TFCTruist Finl Corp | $4.7B | 1.0% | +10.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $18.6B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $30.9B |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $5.5B |
| APHAmphenol Corp | June 30, 2020 | +636.1% | $7.6B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $6.9B |
| Royal Caribbean GroupCUSIP V7780T103 | June 30, 2020 | +531.3% | $7.8B |
| GEGe Aerospace | September 30, 2022 | +503.7% | $6.8B |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $4.8B |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $7.2B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $14.9B |
Sold off last quarter
- RSGRepublic Svcs Inc was $1.2B
- Ascendis Pharma A/sCUSIP 04351P101 was $448.0M
- Flutter Entmt PLCCUSIP G3643J108 was $362.2M
- Boeing CoCUSIP 097023204 was $334.4M
- ITGartner Inc was $320.3M
- UBERUber Technologies Inc was $224.8M
- CHTRCharter Communications Inc was $216.1M
- TRUTransunion was $195.7M
- USFDUs Foods Hldg Corp was $171.8M
- CPRTCopart Inc was $166.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.0% | +14.8% |
| March 31, 2026 | −5.7% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +14.0% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | +2.5% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +10.4% | +10.0% |
| December 31, 2023 | +12.9% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +7.5% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +9.5% | +7.1% |
| September 30, 2022 | −6.6% | −5.3% |
| June 30, 2022 | −16.0% | −16.5% |
| March 31, 2022 | −6.3% | −4.9% |
| December 31, 2021 | +7.6% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Capital International Investors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1562230&type=13F-HR&dateb=&owner=include&count=40CIK 1562230
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1562230/000156223026000107/Filed August 12, 2026 · accession 0001562230-26-000107