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CIK: 0001562230
Total reported value
$483.6B
$483.6B
432 檔
20.9%
During the Q1 2024 filing period, Capital International Investors (CIK: 0001562230) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $483.6B across 432 reported positions.
In Q1 2024, Capital International Investors displayed an active expansion posture, initiating 1 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 432 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.12% | -0.61% | +1.02% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.64% | +0.30% | -9.99% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.90% | -0.21% | -15.10% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.70% | -0.01% | +9.31% | |
| 5 | GE | General Electric | Stock-Industrials | 2.10% | +0.14% | +9.87% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 2.04% | -0.08% | -0.52% | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 1.90% | -0.12% | -0.01% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 1.77% | +0.07% | +6.91% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.01% | +1.87% | |
| 10 | TDG | Transdigm Group Inc | Stock-Industrials | 1.64% | -0.10% | -0.01% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.61% | -0.25% | +9.15% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | -0.02% | +7.43% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 1.35% | -0.21% | +4.85% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.05% | +2.73% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.29% | +0.07% | +7.14% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.15% | +0.10% | -3.00% | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.14% | -0.51% | +5.59% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.10% | +0.10% | +5.06% | |
| 19 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.07% | -0.07% | -1.29% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.06% | -0.11% | +2.14% | |
| 21 | INTC | Intel CORP | Stock-Tech | 1.00% | +1.04% | +16.02% | |
| 22 | CARR | Carrier Global CORP | Stock-Industrials | 1.00% | -0.14% | +4.64% | |
| 23 | LIN | Linde plc | Stock-Materials | 0.98% | -0.15% | -2.92% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | -0.22% | -0.59% | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 0.91% | +0.10% | -0.55% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.87% | -0.02% | -20.27% | |
| 27 | KKR | Kkr & Co Inc | Stock-Financials | 0.87% | -0.07% | -0.42% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.86% | -0.29% | +2.98% | |
| 29 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.83% | -0.01% | +0.98% | |
| 30 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.83% | -0.10% | -0.10% | |
| 31 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.77% | -0.05% | +14.10% | |
| 32 | SRE | Sempra | Stock-Utilities | 0.76% | -0.15% | -4.42% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 0.76% | -0.01% | -5.47% | |
| 34 | EFX | Equifax Inc | Stock-Industrials | 0.76% | +0.01% | +2.50% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.70% | -0.01% | -8.58% | |
| 36 | CME | Cme Group Inc | Stock-Financials | 0.69% | -0.11% | +24.10% | |
| 37 | KLAC | Kla CORP | Stock-Tech | 0.66% | +1.27% | -4.05% | |
| 38 | DG | Dollar General CORP | Stock-Consumer Staples | 0.66% | — | +11.32% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.65% | +0.45% | -3.16% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.18% | +25.12% | |
| 41 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.64% | -0.04% | +39.43% | |
| 42 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.62% | -0.05% | EXIT | |
| 43 | MSTR | Strategy Inc | Stock-Tech | 0.62% | -0.29% | +14.93% | |
| 44 | CVS | Cvs Health CORP | Stock-Healthcare | 0.61% | +0.07% | +12.54% | |
| 45 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.61% | — | +7.31% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.57% | -0.01% | -7.46% | |
| 47 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.56% | -0.03% | +7.05% | |
| 48 | WELL | Welltower Inc | Stock-Real Estate | 0.55% | +0.19% | +26.39% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.04% | -40.81% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.55% | -0.34% | +9.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +0.6% | +9.87% | Add |
| 2 | MSTR | Strategy Inc | +0.4% | +14.93% | Add |
| 3 | CEG | Constellation Energy | +0.3% | +2.14% | Add |
| 4 | AMGN | Amgen Inc | +0.3% | +547.82% | Add |
| 5 | IR | Ingersoll-rand Inc | +0.3% | +113.66% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +5.06% | Add |
| 7 | ABBV | Abbvie Inc | +0.2% | +6.91% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +7.43% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +40.17% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +10.45% | Add |
| 11 | STZ | Constellation Brands Inc-a | +0.2% | +39.43% | Add |
| 12 | REXR | Rexford Industrial Realty In | +0.2% | +687.72% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +9.31% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.2% | +25.12% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.2% | +3714.86% | Add |
| 16 | MSFT | Microsoft CORP | +0.2% | +1.02% | Add |
| 17 | TDG | Transdigm Group Inc | +0.2% | -0.01% | Trim |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -15.10% | Trim |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +1.87% | Add |
| 20 | FDX | Fedex CORP | +0.1% | +32.45% | Add |
| 21 | MU | Micron Technology Inc | +0.1% | +15.08% | Add |
| 22 | RTX | Rtx CORP | +0.1% | +4.85% | Add |
| 23 | AMAT | Applied Materials Inc | +0.1% | -0.55% | Trim |
| 24 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.1% | +34.95% | Add |
| 25 | STLA | Stellantis N.V. | +0.1% | +329.31% | Add |
| 26 | FLUT | Flutter Entertainment plc | +0.1% | NEW | New buy |
| 27 | CVE | Cenovus Energy Inc | +0.1% | +216.33% | Add |
| 28 | CME | Cme Group Inc | +0.1% | +24.10% | Add |
| 29 | DG | Dollar General CORP | +0.1% | +11.32% | Add |
| 30 | SO | Southern Co/the | +0.1% | +45.92% | Add |
| 31 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | +163.41% | Add |
| 32 | WELL | Welltower Inc | +0.1% | +26.39% | Add |
| 33 | KKR | Kkr & Co Inc | +0.1% | -0.42% | Trim |
| 34 | ASML | ASML Holding N.V. | +0.1% | -3.16% | Trim |
| 35 | BMY | Bristol-myers Squibb Co | +0.1% | +14.10% | Add |
| 36 | CRM | Salesforce Inc | +0.1% | +2.98% | Add |
| 37 | MA | Mastercard Inc - A | 0% | -0.52% | Trim |
| 38 | ABT | Abbott Laboratories | 0% | +9.15% | Add |
| 39 | V | Visa Inc-class A Shares | 0% | +2.73% | Add |
| 40 | ALB | Albemarle CORP | -0.1% | -66.62% | Trim |
| 41 | KDP | Keurig Dr Pepper Inc | -0.2% | -21.07% | Trim |
| 42 | GDDY | Godaddy Inc - Class A | -0.2% | -72.69% | Trim |
| 43 | AVGO | Broadcom Inc | -0.2% | -9.99% | Trim |
| 44 | NKE | Nike Inc -cl B | -0.2% | -14.81% | Trim |
| 45 | EQIX | Equinix Inc | -0.2% | -32.39% | Trim |
| 46 | UNP | Union Pacific CORP | -0.3% | -24.27% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -3.00% | Trim |
| 48 | ✓ | -0.3% | EXIT | Sold out | |
| 49 | JNJ | Johnson & Johnson | -0.5% | -40.81% | Trim |
| 50 | ZTS | Zoetis Inc | -0.7% | -99.32% | Trim |
According to official SEC Form 13F filings, Capital International Investors reported a total U.S. public equity portfolio value of $483.6B across 432 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AVGO, META) accounted for 20.9% of total reported equity market value during Q1 2024.
Top New Position Initiated
FLUT
市值: $507.2M
Top Position Liquidated / Trimmed
前期市值: $1.3B
During Q1 2024, Capital International Investors's top holdings by market value included MSFT (7.1%)、AVGO (5.6%)、META (2.9%). The largest single position, MSFT, represented 7.1% of total portfolio value.
In Q1 2024, Capital International Investors made 50 total portfolio adjustments, initiating 1 new buys, adding to 32 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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