CI
Capital International Investors — Quarterly 13F Portfolio Report
Capital International InvestorsCIK: 0001562230
Diversified strategyQuality / disciplined sizing
Total reported value
$426.5B
Reporting period: 2026-03-31 · Number of holdings: 438
Capital International Investors disclosed 438 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $426.5B and a quarterly turnover rate of 54.9%.
Browse other institutions with over $100B AUMBrowse other institutions starting with "C"
Personality snowflake
- Concentration
- 6.32
- Portfolio Stability
- 54.88
- Momentum/Contrarian
- 41.72
- Sector conviction
- 45.14
- Diversification
- 100
- Sizing Uniformity
- 75.63
Capital International Investors's disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 63 equally-sized positions, well below its 438 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.44), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim AVGO
-40.8% -$23.1B
Trim MSFT
-32.8% -$19.2B
Trim GOOG
-45.6% -$13.3B
Add NVDA
-5.9% -$2.3B
Trim AAPL
-49.5% -$10.3B
Trim GE
-54.1% -$7.5B
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Capital International Investors is actively rotating capital out of its dominant mega-cap tech winners — AVGO, MSFT, GOOG, AAPL, AMZN, META all trimmed — and recycling proceeds into a new healthcare anchor, AstraZeneca. This is not a defensive crouch; it's a deliberate unsentimental harvest of alpha from an extended cycle, pivoting toward a more regime-resilient positioning.
Macro & Fundamentals
By paring the very names that powered the market's liquidity wave (tech mega-caps) and initiating a position in a stable, dollar-earning pharma giant, this portfolio is pricing in a regime shift from growth-at-any-price to a premium on earnings stability and currency resilience. The opposing thesis: the AI capex cycle is still mid-innings and a defensive rotation now merely front-runs a recovery that hasn't broken.
Blind Spots / Risks
The concerted sell-down across six of the largest tech positions creates a distinct concave payoff profile — if tech reaccelerates on a soft landing, this portfolio has locked in underperformance. But the more structural vulnerability is the 100% diversification score: 438 holdings mean conviction is spread atom-thin, so sector rotation signals become noise; the true active bet (the AZN new buy) risks being drowned in a sea of mechanistic trimming.
Sourced and summarized by AI from public SEC filings, limited to historical activity. Not investment guidance.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 438 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | Stock-Tech | 6.09% | -1.61% | -40.76% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.76% | -1.43% | -32.79% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.99% | +0.96% | -5.87% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.08% | -1.06% | -45.60% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 2.82% | +0.27% | -28.23% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.38% | -0.28% | -30.85% | |
| 7 | AAPL | Apple INC | Stock-Tech | 2.16% | -0.90% | -49.46% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.14% | -0.38% | -36.86% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | -0.01% | -27.62% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.68% | — | +10.19% | |
| 11 | WELL | Welltower INC | Stock-Real Estate | 1.66% | +0.28% | -24.49% | |
| 12 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.62% | +0.04% | -30.73% | |
| 13 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.58% | +1.58% | NEW | |
| 14 | TDG | Transdigm Group INC | Stock-Industrials | 1.49% | +0.13% | -16.04% | |
| 15 | SHOP | Shopify INC - Class A | Stock-Tech | 1.39% | — | +30.56% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | -0.34% | -38.02% | |
| 17 | GE | General Electric | Stock-Industrials | 1.28% | -0.74% | -54.11% | |
| 18 | MA | Mastercard INC - A | Stock-Financials | 1.25% | -0.36% | -40.54% | |
| 19 | TTE | Totalenergies Se | Stock-Other | 1.14% | +0.60% | -0.33% | |
| 20 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.13% | +0.10% | -38.17% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.08% | -0.20% | -46.28% | |
| 22 | APH | Amphenol Corp-cl A | Stock-Tech | 1.05% | — | +49.21% | |
| 23 | COP | Conocophillips | Stock-Energy | 0.96% | — | -35.66% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 0.94% | -0.10% | -49.95% | |
| 25 | MSTR | Strategy INC | Stock-Tech | 0.92% | — | +52.52% | |
| 26 | TFC | Truist Financial CORP | Stock-Financials | 0.91% | +0.07% | -22.01% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.90% | -0.34% | -40.70% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.89% | -0.33% | -55.93% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.47% | -52.66% | |
| 30 | KKR | Kkr & Co INC | Stock-Financials | 0.76% | +0.02% | -5.48% | |
| 31 | CEG | Constellation Energy | Stock-Utilities | 0.76% | -0.17% | -30.95% | |
| 32 | ABBV | Abbvie INC | Stock-Healthcare | 0.73% | — | +23.32% | |
| 33 | MU | Micron Technology INC | Stock-Tech | 0.71% | -0.28% | -59.51% | |
| 34 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.70% | — | +0.72% | |
| 35 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.68% | — | -13.84% | |
| 36 | APD | Air Products & Chemicals INC | Stock-Materials | 0.68% | — | -22.33% | |
| 37 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.68% | -0.05% | -42.47% | |
| 38 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.67% | — | -24.19% | |
| 39 | PAYX | Paychex INC | Stock-Tech | 0.65% | — | -1.05% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | +0.55% | +329.37% | |
| 41 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.64% | — | -16.27% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | — | -33.54% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.63% | — | -28.50% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.62% | -0.03% | -23.19% | |
| 45 | YUM | Yum! Brands INC | Stock-Consumer Disc | 0.61% | — | -13.36% | |
| 46 | B | Barrick Mining CORP | Stock-Materials | 0.61% | — | -23.14% | |
| 47 | AMGN | Amgen INC | Stock-Healthcare | 0.59% | -0.34% | -60.84% | |
| 48 | CAT | Caterpillar INC | Stock-Industrials | 0.57% | — | +61.73% | |
| 49 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.57% | -0.40% | -51.75% | |
| 50 | CRM | Salesforce INC | Stock-Tech | 0.55% | -0.39% | -44.44% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+19.2%
Based on 73% of reported portfolio value with available pricing
- Stdev
- +13.8%
- Beta
- +1.02
- Alpha
- -0.4%
- Max Drawdown
- -9.3%
- Annualized Perf
- +18.9%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +2.74
- Stutzer
- +0.39
- Treynor
- +0.18
- Sterling
- +1.08
- Calmar
- +2.03
- Information Ratio
- -0.03
- Tracking Error
- +3.8%
- Stdev Down
- +6.7%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +35.8%
- Worst 12 Months
- +6.1%
- Efficiency Ratio
- +0.56
- Sharpe
- +1.33
- Stdev Sectors
- +7.4%
- Skewness
- +0.21
- Kurtosis
- +0.08
- Upside Potential
- +4.39
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 438 | $426.5B | 55 | |
| 2025-12-31 | 454 | $638.0B | 18 | |
| 2025-09-30 | 448 | $619.4B | 34 | |
| 2025-06-30 | 443 | $580.6B | 0 | |
| 2025-03-31 | 441 | $508.5B | 100 | |
| 2024-12-31 | 453 | $532.3B | 0 | |
| 2024-09-30 | 438 | $521.0B | 0 | |
| 2024-06-30 | 439 | $485.7B | 0 | |
| 2024-03-31 | 432 | $493.9B | 0 | |
| 2023-12-31 | 438 | $446.1B | 0 | |
| 2023-09-30 | 434 | $394.1B | 0 | |
| 2023-06-30 | 434 | $414.4B | 0 | |
| 2023-03-31 | 437 | $388.7B | 0 | |
| 2022-12-31 | 426 | $372.5B | 0 | |
| 2022-09-30 | 433 | $342.8B | 0 | |
| 2022-06-30 | 437 | $367.6B | 0 | |
| 2022-03-31 | 454 | $438.6B | 0 | |
| 2021-12-31 | 460 | $473.0B | 0 | |
| 2021-09-30 | 457 | $437.4B | 0 | |
| 2021-06-30 | 448 | $437.9B | 95 | |
| 2021-03-31 | 439 | $395.2B | 19 | |
| 2020-12-31 | 439 | $366.4B | 22 | |
| 2020-09-30 | 435 | $323.5B | 20 | |
| 2020-06-30 | 413 | $305.2B | 28 | |
| 2020-03-31 | 400 | $244.5B | 35 | |
| 2019-12-31 | 392 | $294.4B | 21 | |
| 2019-09-30 | 402 | $261.9B | 18 | |
| 2019-06-30 | 388 | $250.6B | 22 | |
| 2019-03-31 | 385 | $232.8B | 28 | |
| 2018-12-31 | 377 | $200.6B | 21 | |
| 2018-09-30 | 379 | $218.4B | 93 | |
| 2018-06-30 | 225 | $88.5B | 15 | |
| 2018-03-31 | 228 | $86.5B | 21 | |
| 2017-12-31 | 231 | $88.5B | 20 | |
| 2017-09-30 | 241 | $83.5B | 29 | |
| 2017-06-30 | 246 | $74.9B | 13 | |
| 2017-03-31 | 247 | $73.6B | 19 | |
| 2016-12-31 | 242 | $69.3B | 29 | |
| 2016-09-30 | 252 | $69.0B | 13 | |
| 2016-06-30 | 258 | $68.2B | 20 | |
| 2016-03-31 | 257 | $65.2B | 22 | |
| 2015-12-31 | 266 | $64.8B | 26 | |
| 2015-09-30 | 267 | $55.1B | 96 | |
| 2015-06-30 | 258 | $58.8B | 0 | |
| 2015-03-31 | 253 | $55.0B | 21 | |
| 2014-12-31 | 245 | $48.7B | 27 | |
| 2014-09-30 | 239 | $41.1B | 16 | |
| 2014-06-30 | 225 | $38.7B | 17 | |
| 2014-03-31 | 218 | $37.2B | 27 | |
| 2013-12-31 | 203 | $32.2B | 40 | |
| 2013-09-30 | 198 | $23.4B | 17 | |
| 2013-06-30 | 196 | $22.0B | 0 |
Holding changes this quarter
Capital International Investors's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); New buy: Cloudflare INC - Class A (NET); Sold out: Hershey Co/the (HSY); New buy: Hca Healthcare INC (HCA); Trim: Broadcom INC (AVGO) — shares -40.76%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -5.87% | Trim |
| 2 | TTE | Totalenergies Se | +0.6% | -0.33% | Trim |
| 3 | COST | Costco Wholesale CORP | +0.6% | +329.37% | Add |
| 4 | TMO | Thermo Fisher Scientific INC | +0.4% | +322.62% | Add |
| 5 | WELL | Welltower INC | +0.3% | -24.49% | Trim |
| 6 | PM | Philip Morris International | +0.3% | -28.23% | Trim |
| 7 | TDG | Transdigm Group INC | +0.1% | -16.04% | Trim |
| 8 | NOC | Northrop Grumman CORP | +0.1% | -38.17% | Trim |
| 9 | TFC | Truist Financial CORP | +0.1% | -22.01% | Trim |
| 10 | RCL | Royal Caribbean Cruises Ltd. | 0% | -30.73% | Trim |
| 11 | KKR | Kkr & Co INC | 0% | -5.48% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | -27.62% | Trim |
| 13 | DHR | Danaher CORP | 0% | -23.19% | Trim |
| 14 | MDLZ | Mondelez International Inc-a | -0.1% | -42.47% | Trim |
| 15 | KLAC | Kla CORP | -0.1% | -49.95% | Trim |
| 16 | PGR | Progressive CORP | -0.1% | -40.88% | Trim |
| 17 | CNP | Centerpoint Energy INC | -0.2% | -58.06% | Trim |
| 18 | CEG | Constellation Energy | -0.2% | -30.95% | Trim |
| 19 | TMUS | T-mobile US INC | -0.2% | -59.37% | Trim |
| 20 | TJX | Tjx Companies INC | -0.2% | -66.29% | Trim |
| 21 | UAL | United Airlines Holdings INC | -0.2% | -64.62% | Trim |
| 22 | FLUT | Flutter Entertainment plc | -0.2% | -55.80% | Trim |
| 23 | RTX | Rtx CORP | -0.2% | -46.28% | Trim |
| 24 | DB | Deutsche Bank Aktiengesellschaft | -0.3% | -64.59% | Trim |
| 25 | META | Meta Platforms Inc-class A | -0.3% | -30.85% | Trim |
| 26 | MU | Micron Technology INC | -0.3% | -59.51% | Trim |
| 27 | SRE | Sempra | -0.3% | -63.78% | Trim |
| 28 | MS | Morgan Stanley | -0.3% | -65.16% | Trim |
| 29 | PNC | Pnc Financial Services Group | -0.3% | -86.94% | Trim |
| 30 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -55.93% | Trim |
| 31 | NFLX | Netflix INC | -0.3% | -89.24% | Trim |
| 32 | LLY | Eli Lilly & Co | -0.3% | -38.02% | Trim |
| 33 | ABT | Abbott Laboratories | -0.3% | -40.70% | Trim |
| 34 | AMGN | Amgen INC | -0.3% | -60.84% | Trim |
| 35 | MA | Mastercard INC - A | -0.4% | -40.54% | Trim |
| 36 | AMZN | Amazon.com INC | -0.4% | -36.86% | Trim |
| 37 | CRM | Salesforce INC | -0.4% | -44.44% | Trim |
| 38 | UNH | Unitedhealth Group INC | -0.4% | -51.75% | Trim |
| 39 | IR | Ingersoll-rand INC | -0.4% | -74.75% | Trim |
| 40 | JPM | Jpmorgan Chase & Co | -0.5% | -52.66% | Trim |
| 41 | ACN | Accenture plc | -0.5% | -76.46% | Trim |
| 42 | GE | General Electric | -0.7% | -54.11% | Trim |
| 43 | AAPL | Apple INC | -0.9% | -49.46% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -1.1% | -45.60% | Trim |
| 45 | MSFT | Microsoft CORP | -1.4% | -32.79% | Trim |
| 46 | AVGO | Broadcom INC | -1.6% | -40.76% | Trim |
| 47 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 48 | NET | Cloudflare INC - Class A | — | NEW | New buy |
| 49 | HSY | Hershey Co/the | — | EXIT | Sold out |
| 50 | HCA | Hca Healthcare INC | — | NEW | New buy |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-19 | Amendment | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-18 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-15 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-09-17 | Amendment | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-03-02 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-03-02 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
FAQ
What is Capital International Investors and what type of investor is it?
Capital International Investors is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $426.5B, spread across 438 disclosed positions.
What are Capital International Investors's largest equity positions?
Based on the latest 13F filing, Capital International Investors's top holdings by market value are:
1. Broadcom INC (AVGO) — $26.0B (6.1%)
2. Microsoft CORP (MSFT) — $20.3B (4.8%)
3. Nvidia CORP (NVDA) — $17.0B (4.0%)
4. Alphabet Inc-cl C (GOOG) — $13.1B (3.1%)
5. Philip Morris International (PM) — $12.0B (2.8%)
What changes did Capital International Investors make in its most recent portfolio filing?
In the latest reported quarter, Capital International Investors made 50 notable position adjustments: 3 new positions were initiated, 2 existing holdings were added to, 44 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); New buy: Cloudflare INC - Class A (NET); Sold out: Hershey Co/the (HSY); New buy: Hca Healthcare INC (HCA); Trim: Broadcom INC (AVGO) — shares -40.76%
What sectors does Capital International Investors focus on?
Capital International Investors is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.1%
• Industrials: 13.2%
• Financials: 11.9%
• Health Care: 10.4%
• Consumer Discretionary: 9.3%
• Communication Services: 8.9%
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