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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 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 SKYWARD SPECIALTY INS GROUP 508,853 $26.0M 0.00% SOLD
42 CXT CRANE NXT CO Industrials 550,000 $25.9M 0.00% SOLD
43 MFC MANULIFE FINL CORP Financial Services 655,000 $23.8M 0.00% SOLD
44 WHR WHIRLPOOL CORP Consumer Cyclical 291,517 $21.0M 0.00% SOLD
45 CERT CERTARA INC Healthcare 2,160,079 $19.0M 0.00% SOLD
46 GLOB GLOBANT S A Technology 272,952 $17.8M 0.00% SOLD
47 PNW PINNACLE WEST CAP CORP Utilities 175,506 $15.6M 0.00% SOLD
48 AES AES CORP Utilities 899,306 $12.9M 0.00% SOLD
49 RELX RELX PLC Communication Services 299,184 $12.1M 0.00% SOLD
50 PLTR PALANTIR TECHNOLOGIES INC Technology 63,376 $11.3M 0.00% SOLD
51 FRONTIER COMMUNICATIONS PARE 250,000 $9.5M 0.00% SOLD
52 SOLENO THERAPEUTICS INC 145,522 $6.7M 0.00% SOLD
53 AGILON HEALTH INC 8,364,227 $5.8M 0.00% SOLD
54 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 281,096 $4.8M 0.00% SOLD
55 MACOM TECH SOLUTIONS HLDGS I 1,817,000 $3.8M 0.00% SOLD
56 VENTAS RLTY LTD PARTNERSHIP 2,221,000 $3.1M SOLD
57 BIOHAVEN LTD 250,000 $2.8M SOLD
58 ONEW ONEWATER MARINE INC Consumer Cyclical 229,256 $2.5M SOLD
59 SPOTIFY USA INC 2,134,000 $2.4M SOLD
60 AXON ENTERPRISE INC 820,000 $2.1M SOLD
Page 3 of 4  ·  64 positions
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%