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CIK: 0001562230
Total reported value
$483.6B
$483.6B
453 檔
25.4%
As reported in its official Q4 2024 Form 13F filing, Capital International Investors's tracked investment portfolio stood at $483.6B with 453 total positions.
Capital International Investors executed strategic sector rebalancing during Q4 2024, establishing 18 new positions while fully exiting 6 holdings and trimming 98 positions.
Showing top 200 holdings (of 453 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 8.22% | +0.30% | -0.04% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.08% | -0.61% | +0.06% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.26% | -0.01% | +6.74% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.91% | -0.21% | -9.25% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.07% | -2.37% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | -0.02% | +26.51% | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 2.10% | -0.12% | -4.96% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.01% | -0.08% | -5.95% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | -0.14% | +34.67% | |
| 10 | GE | General Electric | Stock-Industrials | 1.49% | +0.14% | -2.93% | |
| 11 | TDG | Transdigm Group Inc | Stock-Industrials | 1.49% | -0.10% | -0.01% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.48% | +0.10% | +6.16% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.48% | -0.01% | -2.78% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 1.44% | -0.25% | +3.39% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.41% | +0.05% | +3.78% | |
| 16 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.29% | -0.01% | +0.95% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | +0.10% | +23.22% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.20% | -0.21% | -13.30% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | -0.22% | +5.66% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.17% | -0.11% | +10.58% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.04% | -0.29% | -12.24% | |
| 22 | KKR | Kkr & Co Inc | Stock-Financials | 0.98% | -0.07% | -11.57% | |
| 23 | CARR | Carrier Global CORP | Stock-Industrials | 0.96% | -0.14% | -11.70% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | +0.07% | -22.44% | |
| 25 | GEV | GE Vernova Inc | Stock-Industrials | 0.92% | — | +25.25% | |
| 26 | WELL | Welltower Inc | Stock-Real Estate | 0.88% | +0.19% | +0.87% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.83% | +0.26% | +8.20% | |
| 28 | SRE | Sempra | Stock-Utilities | 0.82% | -0.15% | -0.21% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | -0.02% | -20.20% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.76% | -0.01% | -0.95% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.74% | -0.15% | -1.63% | |
| 32 | TFC | Truist Financial CORP | Stock-Financials | 0.74% | +0.05% | +26.02% | |
| 33 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.73% | -0.09% | +2.72% | |
| 34 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.73% | -0.10% | -0.46% | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.73% | -0.51% | +5.93% | |
| 36 | PAYX | Paychex Inc | Stock-Tech | 0.71% | -0.06% | +0.62% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.71% | -0.01% | -0.11% | |
| 38 | MSTR | Strategy Inc | Stock-Tech | 0.69% | -0.29% | -27.87% | |
| 39 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.63% | — | +41.55% | |
| 40 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.63% | -0.05% | EXIT | |
| 41 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.62% | -0.08% | +4.58% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.61% | -0.01% | -6.10% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.47% | +40.10% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.58% | -0.34% | +4.94% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.56% | -0.15% | +2.18% | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.56% | -0.04% | -12.12% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.18% | -2.63% | |
| 48 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.54% | -0.04% | +38.71% | |
| 49 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.54% | -0.03% | +3.13% | |
| 50 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.52% | +0.03% | +0.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2% | -0.04% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.7% | +26.51% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | +6.74% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | +34.67% | Add |
| 5 | GEV | GE Vernova Inc | +0.3% | +25.25% | Add |
| 6 | RCL | Royal Caribbean Cruises Ltd. | +0.3% | +0.95% | Add |
| 7 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | +0.2% | +3.78% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.66% | Add |
| 10 | SHOP | Shopify Inc - Class A | +0.2% | +2.72% | Add |
| 11 | UAL | United Airlines Holdings Inc | +0.2% | +6.29% | Add |
| 12 | TFC | Truist Financial CORP | +0.2% | +26.02% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +8.20% | Add |
| 14 | ATO | Atmos Energy CORP | +0.1% | +211.85% | Add |
| 15 | BA 6 10-15-27Bond | Boeing Co/the | +0.1% | NEW | New buy |
| 16 | MSTR | Strategy Inc | +0.1% | -27.87% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -2.78% | Trim |
| 18 | MS | Morgan Stanley | +0.1% | -0.11% | Trim |
| 19 | KO | Coca-cola Co/the | +0.1% | +96.04% | Add |
| 20 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 21 | FTAI | FTAI Aviation Ltd. | +0.1% | +39.71% | Add |
| 22 | WFC | Wells Fargo & Co | +0.1% | -6.10% | Trim |
| 23 | TMUS | T-mobile US Inc | +0.1% | +36.22% | Add |
| 24 | APO | Apollo Global Management Inc | +0.1% | +0.27% | Add |
| 25 | APD | Air Products & Chemicals Inc | +0.1% | NEW | New buy |
| 26 | CM | Can Imperial Bk Of Commerce | +0.1% | NEW | New buy |
| 27 | SNAP | Snap Inc - A | +0.1% | NEW | New buy |
| 28 | AAPL | Apple Inc | +0.1% | -2.37% | Trim |
| 29 | LLY | Eli Lilly & Co | +0.1% | +23.22% | Add |
| 30 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.1% | +11.20% | Add |
| 31 | BMY | Bristol-myers Squibb Co | +0.1% | +7.55% | Add |
| 32 | TOST | Toast Inc-class A | +0.1% | +1.91% | Add |
| 33 | AMGN | Amgen Inc | +0.1% | +40.10% | Add |
| 34 | MELI | Mercadolibre Inc | +0.1% | +38.71% | Add |
| 35 | SOBO | South Bow CORP | +0.1% | NEW | New buy |
| 36 | HSY | Hershey Co/the | +0.1% | +31.45% | Add |
| 37 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 38 | SRPT | Sarepta Therapeutics Inc | +0.1% | +38.95% | Add |
| 39 | CSGP | Costar Group Inc | +0.1% | +44.86% | Add |
| 40 | PCG 6 12-01-27 ABond | Pg&e CORP | +0.1% | NEW | New buy |
| 41 | EFA | Ishares Msci Eafe ETF | +0.1% | +401.30% | Add |
| 42 | WPM | Wheaton Precious Metals CORP | +0.1% | NEW | New buy |
| 43 | PDD | Pdd Holdings Inc | +0.1% | NEW | New buy |
| 44 | ABX | Barrick Gold CORP | +0.1% | +136.06% | Add |
| 45 | TSLA | Tesla Inc | +0.1% | +29.70% | Add |
| 46 | CRM | Salesforce Inc | 0% | -12.24% | Trim |
| 47 | DAY | Dayforce Inc | 0% | +3.93% | Add |
| 48 | EQT | Eqt CORP | 0% | +21.31% | Add |
| 49 | NI | Nisource Inc | 0% | NEW | New buy |
| 50 | TTWO | Take-two Interactive Softwre | 0% | +9.53% | Add |
According to official SEC Form 13F filings, Capital International Investors reported a total U.S. public equity portfolio value of $483.6B across 453 disclosed positions in Q4 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 AVGO, MSFT, GOOG) accounted for 25.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.5B
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.3B
During Q4 2024, Capital International Investors's top holdings by market value included AVGO (8.2%)、MSFT (6.1%)、GOOG (3.3%). The largest single position, AVGO, represented 8.2% of total portfolio value.
In Q4 2024, Capital International Investors made 200 total portfolio adjustments, initiating 18 new buys, adding to 78 positions, trimming 98 holdings, and fully liquidating 6 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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