1y return+13.5%S&P 500 +20.9%
3y return+63.4%S&P 500 +68.5%
5y return+57.6%S&P 500 +74.5%
10y return+239.5%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: $340 against $357 in the S&P 500.2
Capital World 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 | $46.0B | 5.4% | +4.9% |
| MUMicron Technology Inc | $34.0B | 4.0% | −29.9% |
| GOOGLAlphabet Inc | $26.2B | 3.1% | +12.2% |
| PMPhilip Morris Intl Inc | $24.1B | 2.8% | |
| METAMeta Platforms Inc | $23.0B | 2.7% | |
| NVDANvidia Corporation | $21.8B | 2.6% | −16.2% |
| MSFTMicrosoft Corp | $20.6B | 2.4% | −10.7% |
| TSLATesla Inc | $19.2B | 2.3% | +6.6% |
| LLYEli Lilly & Co | $19.1B | 2.3% | +1.8% |
| TSMTaiwan Semiconductor Manufac | $16.4B | 1.9% | +4.5% |
| GOOGAlphabet Inc | $15.0B | 1.8% | −5.2% |
| AMZNAmazon Com Inc | $14.6B | 1.7% | +21.4% |
| KLACKla Corp | $13.7B | 1.6% | +1009.6% |
| VRTXVertex Pharmaceuticals Inc | $13.0B | 1.5% | +2.9% |
| UNHUnitedhealth Group Inc | $12.4B | 1.5% | +7.6% |
| AAPLApple Inc | $11.4B | 1.3% | +45.0% |
| WDCWestern Digital Corp | $10.6B | 1.3% | +39.7% |
| AMGNAmgen Inc | $10.5B | 1.2% | |
| VVisa Inc | $9.7B | 1.1% | +12.3% |
| SBUXStarbucks Corp | $9.3B | 1.1% | −11.5% |
| CNQCanadian Nat Res Ltd Med Ter | $8.6B | 1.0% | +10.3% |
| CVSCvs Health Corp | $7.8B | 0.9% | −3.0% |
| INTCIntel Corp | $7.7B | 0.9% | −30.9% |
| Asml Hldg NvCUSIP N07059210 | $7.4B | 0.9% | |
| UNPUnion Pac Corp | $7.4B | 0.9% |
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 |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $46.0B |
| NVDANvidia Corporation | September 30, 2021 | +865.9% | $21.8B |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $16.4B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $19.1B |
| NETCloudflare Inc | June 30, 2020 | +582.3% | $6.0B |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $7.4B |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $26.2B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $15.0B |
| CNQCanadian Nat Res Ltd Med Ter | June 30, 2020 | +354.1% | $8.6B |
| DEDeere & Co | June 30, 2020 | +303.7% | $7.3B |
Sold off last quarter
- TSCOTractor Supply Co was $705.1M
- AMEAmetek Inc was $396.4M
- CZRCaesars Entertainment Inc Ne was $388.6M
- AXONAxon Enterprise Inc was $331.9M
- BURLBurlington Stores Inc was $291.6M
- IDXXIdexx Labs Inc was $279.7M
- Accenture PLC IrelandCUSIP G1151C101 was $276.7M
- TTWOTake-two Interactive Softwar was $233.6M
- INSMInsmed Inc was $222.7M
- Ascendis Pharma A/sCUSIP 04351P101 was $206.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.3% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +12.8% | +10.5% |
| March 31, 2025 | −4.1% | −4.6% |
| December 31, 2024 | +2.4% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +9.8% | +10.0% |
| December 31, 2023 | +12.1% | +11.2% |
| September 30, 2023 | −2.5% | −3.6% |
| June 30, 2023 | +7.2% | +8.3% |
| March 31, 2023 | +4.4% | +7.0% |
| December 31, 2022 | +7.1% | +7.1% |
| September 30, 2022 | −4.5% | −5.3% |
| June 30, 2022 | −17.5% | −16.5% |
| March 31, 2022 | −6.4% | −4.9% |
| December 31, 2021 | +9.5% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Capital World Investors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1422849&type=13F-HR&dateb=&owner=include&count=40CIK 1422849
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1422849/000142284926000113/Filed August 12, 2026 · accession 0001422849-26-000113