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Portfolio (Quarterly) Guide ↗

Capital World Investors

· CIK 0001422849
13F Portfolio $732.9B AUM 620 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New 248 Added 165 Reduced 64 Exited
Page 8 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HUBS HUBSPOT INC Technology 959,849.0 $234.3M 0.03% +312K +48.2% $244.10 -18.7%
142 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,475,711.0 $228.5M 0.03% +531K +27.3% $92.31 +0.0%
143 FN FABRINET Technology 436,588.0 $227.7M 0.03% +24K +5.7% $521.52 +34.9%
144 KNF KNIFE RIVER CORP Basic Materials 2,643,484.0 $215.8M 0.03% +1.6M +161.3% $81.65 -9.8%
145 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 6,955,665.0 $214.6M 0.03% +857K +14.1% $30.85 -2.3%
146 KRYS KRYSTAL BIOTECH INC Healthcare 824,720.0 $213.0M 0.03% +15K +1.9% $258.32 +17.8%
147 PEP PEPSICO INC Consumer Defensive 1,352,316.0 $210.0M 0.03% +992K +275.2% $155.29 -4.1%
148 ACA ARCOSA INC Industrials 1,970,776.0 $209.2M 0.03% +291K +17.3% $106.14 +12.3%
149 CE CELANESE CORP DEL Basic Materials 3,050,791.0 $200.7M 0.03% +1.8M +137.4% $65.77 -19.6%
150 RIG TRANSOCEAN LTD Energy 29,575,479.0 $196.1M 0.03% +13.9M +88.8% $6.63 +10.7%
151 SAIA SAIA INC Industrials 555,352.0 $195.1M 0.03% +148K +36.4% $351.28 +32.8%
152 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 4,832,548.0 $191.9M 0.03% +3.7M +317.1% $39.72 +0.2%
153 MDLN MEDLINE INC Healthcare 4,311,124.0 $191.8M 0.03% +920K +27.1% $44.50 -16.6%
154 NVO NOVO-NORDISK A S Healthcare 5,209,427.0 $191.3M 0.03% +5.0M +2513.0% $36.72 +20.9%
155 VIST VISTA ENERGY S.A.B. DE C.V. Energy 2,500,977.0 $188.7M 0.03% +21K +0.9% $75.47 -0.2%
156 FRPT FRESHPET INC Consumer Defensive 2,985,886.0 $176.0M 0.02% +1.4M +88.1% $58.96 -13.0%
157 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,041,892.0 $173.0M 0.02% +9K +0.9% $166.07 +7.3%
158 CAVA CAVA GROUP INC Consumer Cyclical 2,126,860.0 $172.1M 0.02% +1.6M +340.2% $80.90 +0.5%
159 STEP STEPSTONE GROUP INC Financial Services 3,271,525.0 $156.1M 0.02% +215K +7.0% $47.72 +9.0%
160 VEEV VEEVA SYS INC Healthcare 869,657.0 $152.8M 0.02% +484K +125.7% $175.66 -6.1%
Page 8 of 13  ·  248 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 23.7%
Healthcare 13.5%
Consumer Cyclical 12.3%
Financial Services 11.2%
Communication Services 11.1%
Industrials 9.3%
Consumer Defensive 5.5%
Energy 5.2%
Basic Materials 4.1%
Utilities 3.0%