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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 9 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 1,812,042.0 $148.8M 0.02% +32K +1.8% $82.13 -17.8%
162 PEN PENUMBRA INC Healthcare 450,815.0 $148.0M 0.02% +24K +5.7% $328.37 -0.1%
163 INTU INTUIT Technology 333,420.0 $144.2M 0.02% +165K +97.7% $432.38 -29.0%
164 WFRD WEATHERFORD INTL PLC Energy 1,504,733.0 $142.3M 0.02% +1.3M +617.5% $94.58 +17.8%
165 NE NOBLE CORP PLC Energy 2,882,461.0 $141.4M 0.02% +413K +16.7% $49.07 +6.7%
166 BIDU BAIDU INC Communication Services 1,198,291.0 $133.5M 0.02% +15K +1.3% $111.42 +17.7%
167 FORTINET INC 1,605,884.0 $131.2M 0.02% +343K +27.2% $81.72
168 ZETA ZETA GLOBAL HOLDINGS CORP Technology 8,058,636.0 $128.3M 0.02% +3.0M +60.7% $15.92 +15.2%
169 VSEC VSE CORP Industrials 684,784.0 $126.3M 0.02% +53K +8.5% $184.40 -7.5%
170 ESI ELEMENT SOLUTIONS INC Basic Materials 3,631,950.0 $124.0M 0.02% +227K +6.7% $34.14 +18.2%
171 FA FIRST ADVANTAGE CORP NEW Industrials 10,398,714.0 $122.3M 0.02% +1.3M +14.3% $11.76 +27.9%
172 TPG TPG INC Financial Services 2,982,339.0 $120.8M 0.02% +123K +4.3% $40.51 +0.4%
173 AMD ADVANCED MICRO DEVICES INC Technology 587,676.0 $119.6M 0.02% +470K +400.9% $203.43 +121.0%
174 CVSA COVISTA INC Consumer Cyclical 1,029,363.0 $118.6M 0.02% +141K +15.8% $115.25 +7.7%
175 PCAR PACCAR INC Industrials 932,910.0 $107.8M 0.01% +124K +15.3% $115.50 -5.3%
176 PAY PAYMENTUS HOLDINGS INC Technology 4,214,343.0 $107.0M 0.01% +1.7M +68.6% $25.40 -7.6%
177 GKOS GLAUKOS CORP Healthcare 989,060.0 $106.5M 0.01% +138K +16.2% $107.66 +29.1%
178 AAON AAON INC Industrials 1,264,278.0 $104.6M 0.01% +684K +117.7% $82.75 +60.0%
179 PI IMPINJ INC Technology 1,016,052.0 $104.3M 0.01% +262K +34.7% $102.70 +33.6%
180 IQVIA HLDGS INC 599,624.0 $102.3M 0.01% +5K +0.8% $170.54
Page 9 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%