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Portfolio (Quarterly) Guide ↗

CAPITAL INTERNATIONAL SARL

· CIK 0001065349
13F Portfolio $6.1B AUM 287 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 136 Added 103 Reduced 43 Exited
Page 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ARM ARM HOLDINGS PLC Technology 48,789.0 $7.4M 0.12% +3K +7.4% $151.28 +97.1%
82 EOG EOG RES INC Energy 47,687.0 $6.9M 0.11% +22K +87.0% $144.57 -3.2%
83 CVS CVS HEALTH CORP Healthcare 92,215.0 $6.6M 0.11% +17K +22.6% $71.82 +29.9%
84 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 81,235.0 $6.5M 0.11% +66K +442.6% $80.56 -13.0%
85 B BARRICK MNG CORP Basic Materials 157,248.0 $6.4M 0.10% +8K +5.6% $40.83 +1.0%
86 TTEK TETRA TECH INC NEW Industrials 211,477.0 $6.4M 0.10% +4K +2.0% $30.12 -8.9%
87 TT TRANE TECHNOLOGIES PLC Industrials 15,069.0 $6.3M 0.10% +162.0 +1.1% $416.74 +8.4%
88 MDB MONGODB INC Technology 25,318.0 $6.2M 0.10% +245.0 +1.0% $244.77 +29.7%
89 CMCSA COMCAST CORP NEW Communication Services 207,617.0 $6.0M 0.10% +28K +15.6% $28.71 -12.6%
90 CRH PLC 53,491.0 $5.6M 0.09% +778.0 +1.5% $105.12
91 GILD GILEAD SCIENCES INC Healthcare 40,000.0 $5.6M 0.09% +3K +7.1% $139.37 -6.4%
92 DHI D R HORTON INC Consumer Cyclical 39,548.0 $5.4M 0.09% +13K +50.6% $137.22 +5.0%
93 GLOB GLOBANT S A Technology 114,635.0 $5.3M 0.09% +92K +399.4% $46.11 -11.9%
94 BKR BAKER HUGHES COMPANY Energy 82,817.0 $5.1M 0.08% +12K +16.8% $61.05 +7.8%
95 CRSP CRISPR THERAPEUTICS AG Healthcare 102,278.0 $4.9M 0.08% +8K +7.9% $47.57 +4.9%
96 BBB FOODS INC 133,065.0 $4.7M 0.08% +5K +3.6% $35.37
97 BOEING CO 71,978.0 $4.7M 0.08% +23K +46.6% $64.88
98 PGR PROGRESSIVE CORP Financial Services 22,857.0 $4.5M 0.07% +8K +56.2% $198.24 +2.2%
99 PBR PETROLEO BRASILEIRO S A Energy 210,211.0 $4.4M 0.07% +171K +436.6% $20.75 -3.5%
100 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 42,410.0 $3.8M 0.06% +4K +10.1% $90.42 -5.6%
Page 5 of 7  ·  136 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Healthcare 15.0%
Consumer Cyclical 14.7%
Communication Services 11.9%
Financial Services 10.0%
Industrials 9.0%
Consumer Defensive 4.6%
Basic Materials 3.7%
Energy 2.1%
Utilities 1.2%