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CIK: 0001562230
Total reported value
$483.6B
$483.6B
438 檔
22.7%
The Q3 2024 SEC filing reveals that Capital International Investors held a total portfolio value of $483.6B, covering 438 public equity positions.
In Q3 2024, Capital International Investors displayed an active expansion posture, initiating 8 new positions and adding to 108 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 438 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.34% | -0.61% | -2.80% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 6.25% | +0.30% | +891.47% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.21% | -0.21% | -0.51% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.74% | -0.01% | -1.73% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.57% | +0.07% | +6.46% | |
| 6 | PM | Philip Morris International | Stock-Consumer Staples | 2.27% | -0.12% | +1.16% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.04% | -0.08% | -0.33% | |
| 8 | GE | General Electric | Stock-Industrials | 1.78% | +0.14% | -5.82% | |
| 9 | TDG | Transdigm Group Inc | Stock-Industrials | 1.71% | -0.10% | -0.97% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.65% | +0.10% | +10.44% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | -0.02% | +0.99% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 1.48% | -0.21% | -9.59% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 1.44% | -0.25% | -8.43% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.39% | +0.07% | -4.70% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.01% | -5.35% | |
| 16 | CARR | Carrier Global CORP | Stock-Industrials | 1.31% | -0.14% | +1.67% | |
| 17 | CEG | Constellation Energy | Stock-Utilities | 1.26% | -0.11% | +13.08% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | +0.05% | +1.04% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.20% | +0.10% | -3.00% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | -0.14% | +37.34% | |
| 21 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.00% | -0.01% | +0.34% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | -0.22% | +1.45% | |
| 23 | KKR | Kkr & Co Inc | Stock-Financials | 1.00% | -0.07% | -4.86% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.00% | -0.29% | +3.72% | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 0.95% | -0.01% | +1.71% | |
| 26 | WELL | Welltower Inc | Stock-Real Estate | 0.90% | +0.19% | +2.32% | |
| 27 | LIN | Linde plc | Stock-Materials | 0.88% | -0.15% | +0.22% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | -0.02% | -3.59% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.81% | +0.10% | -8.53% | |
| 30 | SRE | Sempra | Stock-Utilities | 0.80% | -0.15% | -7.81% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.79% | -0.51% | -2.50% | |
| 32 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.78% | -0.10% | +0.11% | |
| 33 | PAYX | Paychex Inc | Stock-Tech | 0.69% | -0.06% | +9.04% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.69% | +0.26% | +0.01% | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.68% | -0.04% | +15.86% | |
| 36 | EFX | Equifax Inc | Stock-Industrials | 0.68% | +0.01% | -17.98% | |
| 37 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.68% | — | +6.77% | |
| 38 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.66% | -0.08% | +13.56% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.18% | -3.42% | |
| 40 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.61% | -0.05% | EXIT | |
| 41 | COP | Conocophillips | Stock-Energy | 0.60% | -0.34% | +33.99% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.60% | -0.01% | +1.10% | |
| 43 | TFC | Truist Financial CORP | Stock-Financials | 0.59% | +0.05% | +39.50% | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.58% | — | +236.87% | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.58% | +0.45% | +2.74% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.57% | -0.01% | -3.21% | |
| 47 | MSTR | Strategy Inc | Stock-Tech | 0.57% | -0.29% | +915.82% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.57% | -0.15% | +50.96% | |
| 49 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.55% | — | +0.32% | |
| 50 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.55% | -0.09% | +31.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +0.5% | +236.87% | Add |
| 2 | CEG | Constellation Energy | +0.3% | +13.08% | Add |
| 3 | HSY | Hershey Co/the | +0.3% | +1255.90% | Add |
| 4 | PM | Philip Morris International | +0.3% | +1.16% | Add |
| 5 | UNH | Unitedhealth Group Inc | +0.3% | +10.44% | Add |
| 6 | AAPL | Apple Inc | +0.2% | +6.46% | Add |
| 7 | CARR | Carrier Global CORP | +0.2% | +1.67% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +37.34% | Add |
| 9 | ACN | Accenture plc | +0.2% | +50.96% | Add |
| 10 | CGMU | Cap Group Municipal Income | +0.2% | +42111.93% | Add |
| 11 | TFC | Truist Financial CORP | +0.2% | +39.50% | Add |
| 12 | SHOP | Shopify Inc - Class A | +0.2% | +31.29% | Add |
| 13 | KO | Coca-cola Co/the | +0.2% | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | +0.2% | -0.51% | Trim |
| 15 | SPGI | S&p Global Inc | +0.1% | +15.86% | Add |
| 16 | HD | Home Depot Inc | +0.1% | +57.69% | Add |
| 17 | TEAM | Atlassian Corp-cl A | +0.1% | +201.13% | Add |
| 18 | WELL | Welltower Inc | +0.1% | +2.32% | Add |
| 19 | CGDG | Cap Group Dividend Growers | +0.1% | +34891.38% | Add |
| 20 | KKR | Kkr & Co Inc | +0.1% | -4.86% | Trim |
| 21 | PAYX | Paychex Inc | +0.1% | +9.04% | Add |
| 22 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 23 | IR | Ingersoll-rand Inc | +0.1% | +13.56% | Add |
| 24 | COP | Conocophillips | +0.1% | +33.99% | Add |
| 25 | MSTR | Strategy Inc | +0.1% | +915.82% | Add |
| 26 | MELI | Mercadolibre Inc | +0.1% | +2.71% | Add |
| 27 | MDLZ | Mondelez International Inc-a | +0.1% | +43.48% | Add |
| 28 | SBUX | Starbucks CORP | +0.1% | +48.28% | Add |
| 29 | CSGP | Costar Group Inc | +0.1% | +142.44% | Add |
| 30 | EQT | Eqt CORP | +0.1% | NEW | New buy |
| 31 | MA | Mastercard Inc - A | +0.1% | -0.33% | Trim |
| 32 | GE | General Electric | +0.1% | -5.82% | Trim |
| 33 | NOC | Northrop Grumman CORP | +0.1% | -2.50% | Trim |
| 34 | ONC | Beone Medicines Ltd-adr | +0.1% | -8.31% | Trim |
| 35 | MAR | Marriott International -cl A | +0.1% | +53.23% | Add |
| 36 | ULS | Ul Solutions Inc - Class A | +0.1% | +202.29% | Add |
| 37 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.1% | +42.68% | Add |
| 38 | ATO | Atmos Energy CORP | +0.1% | NEW | New buy |
| 39 | BX | Blackstone Inc | +0.1% | -1.44% | Trim |
| 40 | BTI | British American Tob-sp Adr | +0.1% | +25.79% | Add |
| 41 | CTVA | Corteva Inc | +0.1% | +23.67% | Add |
| 42 | CVS | Cvs Health CORP | +0.1% | +22.74% | Add |
| 43 | GM | General Motors Co | +0.1% | +254.88% | Add |
| 44 | FTAI | FTAI Aviation Ltd. | +0.1% | +12.59% | Add |
| 45 | CGSM | Cap Group Short Muni Income | +0.1% | +9928.04% | Add |
| 46 | TDG | Transdigm Group Inc | +0.1% | -0.97% | Trim |
| 47 | DHR | Danaher CORP | +0.1% | +1.71% | Add |
| 48 | VICI | Vici Properties Inc | +0.1% | +4.58% | Add |
| 49 | DRI | Darden Restaurants Inc | +0.1% | +20.44% | Add |
| 50 | TMUS | T-mobile US Inc | +0.1% | +26.83% | Add |
According to official SEC Form 13F filings, Capital International Investors reported a total U.S. public equity portfolio value of $483.6B across 438 disclosed positions in Q3 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 22.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
KO
市值: $914.5M
Top Position Liquidated / Trimmed
ETRNUSD
前期市值: $448.9M
During Q3 2024, Capital International Investors's top holdings by market value included MSFT (6.3%)、AVGO (6.3%)、META (3.2%). The largest single position, MSFT, represented 6.3% of total portfolio value.
In Q3 2024, Capital International Investors made 200 total portfolio adjustments, initiating 8 new buys, adding to 108 positions, trimming 77 holdings, and fully liquidating 7 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.
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