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CIK: 0001562230
Total reported value
$483.6B
$483.6B
439 檔
22.3%
As reported in its official Q2 2024 Form 13F filing, Capital International Investors's tracked investment portfolio stood at $483.6B with 439 total positions.
Capital International Investors executed strategic sector rebalancing during Q2 2024, establishing 2 new positions while fully exiting 1 holdings and trimming 26 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AVGO, GOOG) accounted for 22.3% of total reported equity market value during Q2 2024.
Top New Position Initiated
BKNG
市值: $640.2M
Top Position Liquidated / Trimmed
NTAP
前期市值: $555.5M
Showing top 200 holdings (of 439 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.27% | -0.61% | -5.47% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 6.29% | +0.30% | -9.35% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.29% | -0.01% | -0.84% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.05% | -0.21% | -0.54% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.34% | +0.07% | +45.14% | |
| 6 | PM | Philip Morris International | Stock-Consumer Staples | 2.01% | -0.12% | -6.06% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 1.97% | -0.08% | +3.37% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | -0.02% | +5.79% | |
| 9 | GE | General Electric | Stock-Industrials | 1.71% | +0.14% | -11.74% | |
| 10 | TDG | Transdigm Group Inc | Stock-Industrials | 1.66% | -0.10% | -3.77% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.54% | -0.25% | +2.31% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | -0.01% | -15.64% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 1.46% | -0.21% | +2.98% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.40% | +0.10% | +15.78% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.36% | +0.07% | -19.74% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.36% | +0.10% | +4.77% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | +0.05% | -3.63% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | -0.22% | +2.40% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.11% | +0.10% | +4.32% | |
| 20 | CARR | Carrier Global CORP | Stock-Industrials | 1.08% | -0.14% | -1.76% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 0.97% | -0.29% | +29.47% | |
| 22 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.96% | -0.01% | -0.89% | |
| 23 | CEG | Constellation Energy | Stock-Utilities | 0.92% | -0.11% | -21.48% | |
| 24 | KKR | Kkr & Co Inc | Stock-Financials | 0.91% | -0.07% | -1.93% | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 0.90% | -0.01% | +16.23% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.87% | -0.02% | -12.10% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -0.14% | +1363.08% | |
| 28 | LIN | Linde plc | Stock-Materials | 0.86% | -0.15% | -8.68% | |
| 29 | SRE | Sempra | Stock-Utilities | 0.85% | -0.15% | +3.06% | |
| 30 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.79% | -0.10% | -8.24% | |
| 31 | WELL | Welltower Inc | Stock-Real Estate | 0.77% | +0.19% | +22.95% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.74% | +0.45% | +5.73% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.73% | +0.26% | +4.21% | |
| 34 | EFX | Equifax Inc | Stock-Industrials | 0.73% | +0.01% | +3.99% | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.72% | -0.51% | -32.09% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.18% | +6.98% | |
| 37 | KLAC | Kla CORP | Stock-Tech | 0.69% | +1.27% | -12.79% | |
| 38 | DG | Dollar General CORP | Stock-Consumer Staples | 0.69% | — | +21.29% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.68% | -0.01% | -6.20% | |
| 40 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.68% | — | +0.16% | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.64% | -0.07% | -34.65% | |
| 42 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.61% | -0.05% | EXIT | |
| 43 | FDX | Fedex CORP | Stock-Industrials | 0.60% | -0.06% | +10.75% | |
| 44 | PAYX | Paychex Inc | Stock-Tech | 0.60% | -0.06% | +17.45% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.59% | -0.01% | +4.24% | |
| 46 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.59% | — | +6.32% | |
| 47 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.58% | -0.04% | -6.12% | |
| 48 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.58% | -0.08% | +18.02% | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.56% | -0.01% | -6.10% | |
| 50 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.54% | -0.03% | -7.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.1% | +45.14% | Add |
| 2 | AVGO | Broadcom Inc | +0.7% | -9.35% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | -0.84% | Trim |
| 4 | NVDA | Nvidia CORP | +0.4% | +1363.08% | Add |
| 5 | TFC | Truist Financial CORP | +0.3% | +342.70% | Add |
| 6 | ACN | Accenture plc | +0.3% | +458.56% | Add |
| 7 | LLY | Eli Lilly & Co | +0.3% | +4.77% | Add |
| 8 | UNH | Unitedhealth Group Inc | +0.3% | +15.78% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.40% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +5.79% | Add |
| 11 | WELL | Welltower Inc | +0.2% | +22.95% | Add |
| 12 | AMAT | Applied Materials Inc | +0.2% | +4.32% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +4.21% | Add |
| 14 | EA | Electronic Arts Inc | +0.1% | +74.36% | Add |
| 15 | AMGN | Amgen Inc | +0.1% | +19.61% | Add |
| 16 | DHR | Danaher CORP | +0.1% | +16.23% | Add |
| 17 | BKNG | Booking Holdings Inc | +0.1% | NEW | New buy |
| 18 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -0.89% | Trim |
| 19 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 20 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +6.32% | Add |
| 21 | BA | Boeing Co/the | +0.1% | +246.41% | Add |
| 22 | SHOP | Shopify Inc - Class A | +0.1% | +65.18% | Add |
| 23 | SO | Southern Co/the | +0.1% | +20.12% | Add |
| 24 | MA | Mastercard Inc - A | -0.1% | +3.37% | Add |
| 25 | ABT | Abbott Laboratories | -0.1% | +2.31% | Add |
| 26 | CMG | Chipotle Mexican Grill Inc | -0.1% | +3614.39% | Add |
| 27 | V | Visa Inc-class A Shares | -0.1% | -3.63% | Trim |
| 28 | TAP | Molson Coors Beverage Co - B | -0.1% | -70.04% | Trim |
| 29 | CNQ | Canadian Natural Resources | -0.1% | -61.48% | Trim |
| 30 | NTAP | Netapp Inc | -0.1% | EXIT | Sold out |
| 31 | LIN | Linde plc | -0.1% | -8.68% | Trim |
| 32 | MSTR | Strategy Inc | -0.1% | -3.69% | Trim |
| 33 | CEG | Constellation Energy | -0.1% | -21.48% | Trim |
| 34 | WCN | Waste Connections Inc | -0.1% | -46.06% | Trim |
| 35 | BLKCHF | Blackrock Inc | -0.1% | -36.51% | Trim |
| 36 | DLTR | Dollar Tree Inc | -0.2% | -48.72% | Trim |
| 37 | TRMB | Trimble Inc | -0.2% | -90.31% | Trim |
| 38 | NKE | Nike Inc -cl B | -0.2% | -26.09% | Trim |
| 39 | AON | Aon plc | -0.2% | -58.04% | Trim |
| 40 | CFG | Citizens Financial Group | -0.2% | -81.33% | Trim |
| 41 | JPM | Jpmorgan Chase & Co | -0.2% | -15.64% | Trim |
| 42 | CME | Cme Group Inc | -0.3% | -35.58% | Trim |
| 43 | BMY | Bristol-myers Squibb Co | -0.3% | -21.08% | Trim |
| 44 | CVS | Cvs Health CORP | -0.4% | -45.31% | Trim |
| 45 | GE | General Electric | -0.4% | -11.74% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.4% | -70.45% | Trim |
| 47 | ABBV | Abbvie Inc | -0.4% | -19.74% | Trim |
| 48 | NOC | Northrop Grumman CORP | -0.4% | -32.09% | Trim |
| 49 | CMCSA | Comcast Corp-class A | -0.4% | -34.65% | Trim |
| 50 | INTC | Intel CORP | -0.8% | -76.55% | Trim |
According to official SEC Form 13F filings, Capital International Investors reported a total U.S. public equity portfolio value of $483.6B across 439 disclosed positions in Q2 2024.
During Q2 2024, Capital International Investors's top holdings by market value included MSFT (7.3%)、AVGO (6.3%)、GOOG (3.3%). The largest single position, MSFT, represented 7.3% of total portfolio value.
In Q2 2024, Capital International Investors made 50 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 26 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.
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