CI
Capital International Sarl's SEC 13F Portfolio ($6.1B)
Capital International SarlCIK: 0001065349
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$6.1B
Reporting period: 2026-03-31 · Number of holdings: 287
CAPITAL INTERNATIONAL SARL disclosed 287 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $6.1B and a quarterly turnover rate of 29.0%.
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Personality snowflake
- Concentration
- 7.12
- Portfolio Stability
- 29.02
- Momentum/Contrarian
- 100
- Sector conviction
- 44.86
- Diversification
- 100
- Sizing Uniformity
- 79.69
Capital International Sarl's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 56 equally-sized positions, well below its 287 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 2.03), 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 MSFT
-3.3% -$90.5M
Trim AVGO
-7.0% -$59.8M
Add NVDA
+26.3% $42.8M
Add TTE
+8.9% $39.3M
Trim CRM
-33.3% -$35.7M
Add APH
+232.0% $31.4M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 287 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.11% | -0.48% | +3.44% | |
| 2 | AVGO | Broadcom INC | Stock-Tech | 4.84% | -0.87% | -7.00% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.57% | +0.77% | +26.28% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | -1.37% | -3.32% | |
| 5 | TSLA | Tesla INC | Stock-Consumer Disc | 3.37% | -0.43% | +5.20% | |
| 6 | AZN | AstraZeneca PLC | Stock-Healthcare | 2.92% | +2.92% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.39% | +0.51% | +36.25% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.27% | -0.18% | -0.31% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.27% | -0.27% | +2.30% | |
| 10 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.13% | — | +10.04% | |
| 11 | PM | Philip Morris International | Stock-Consumer Staples | 1.85% | — | +3.40% | |
| 12 | TTE | Totalenergies Se | Stock-Other | 1.84% | +0.66% | +8.95% | |
| 13 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.77% | — | +8.09% | |
| 14 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 1.53% | — | +7.98% | |
| 15 | SHOP | Shopify INC - Class A | Stock-Tech | 1.50% | -0.30% | +11.38% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.31% | — | +8.43% | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.27% | +0.45% | +26.31% | |
| 18 | GE | General Electric | Stock-Industrials | 1.24% | -0.22% | -9.76% | |
| 19 | AAPL | Apple INC | Stock-Tech | 1.23% | -0.21% | -10.22% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.11% | +0.21% | +5.44% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.08% | — | +20.19% | |
| 22 | MU | Micron Technology INC | Stock-Tech | 1.04% | — | -17.74% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.03% | +0.28% | +26.83% | |
| 24 | MELI | Mercadolibre INC | Stock-Consumer Disc | 1.01% | — | +9.93% | |
| 25 | NFLX | Netflix INC | Stock-Comm Services | 0.96% | -0.27% | -25.25% | |
| 26 | NET | Cloudflare INC - Class A | Stock-Tech | 0.94% | +0.16% | +13.30% | |
| 27 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.91% | -0.13% | +5.54% | |
| 28 | ASML | ASML Holding N.V. | Stock-Tech | 0.91% | — | -20.57% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.90% | — | +4.02% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.88% | +0.32% | +26.84% | |
| 31 | MA | Mastercard INC - A | Stock-Financials | 0.88% | -0.13% | -3.00% | |
| 32 | ONC | Beone Medicines Ltd-adr | Stock-Other | 0.85% | — | +14.01% | |
| 33 | RPRX | Royalty Pharma plc | Stock-Healthcare | 0.82% | +0.49% | +95.96% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.81% | — | +0.14% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.31% | -22.35% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.81% | — | +4.02% | |
| 37 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.79% | +0.27% | +37.96% | |
| 38 | TDG | Transdigm Group INC | Stock-Industrials | 0.78% | — | +10.80% | |
| 39 | WELL | Welltower INC | Stock-Real Estate | 0.77% | +0.32% | +58.73% | |
| 40 | APH | Amphenol Corp-cl A | Stock-Tech | 0.76% | +0.52% | +231.95% | |
| 41 | C | Citigroup INC | Stock-Financials | 0.76% | — | +1.68% | |
| 42 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 0.72% | — | +8.06% | |
| 43 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.72% | -0.27% | -16.07% | |
| 44 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.66% | +0.19% | +9.46% | |
| 45 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.64% | -0.33% | -14.55% | |
| 46 | GEV | GE Vernova INC | Stock-Industrials | 0.58% | +0.20% | +13.40% | |
| 47 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.56% | — | +3.73% | |
| 48 | AMGN | Amgen INC | Stock-Healthcare | 0.54% | — | +7.54% | |
| 49 | CVE | Cenovus Energy INC | Stock-Energy | 0.54% | +0.16% | -10.56% | |
| 50 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 0.54% | -0.21% | +2.29% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+1.6%
Performance Last 4 Quarters
+14.2%
Based on 70% of reported portfolio value with available pricing
- Stdev
- +14.9%
- Beta
- +1.1
- Alpha
- -2.4%
- Max Drawdown
- -9.5%
- Annualized Perf
- +18.2%
- Batting Avg vs S&P
- +47.2%
- Sortino
- +2.37
- Stutzer
- +0.36
- Treynor
- +0.16
- Sterling
- +0.98
- Calmar
- +1.92
- Information Ratio
- -0.15
- Tracking Error
- +4%
- Stdev Down
- +7.5%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +37.1%
- Worst 12 Months
- +5.9%
- Efficiency Ratio
- +0.5
- Sharpe
- +1.2
- Stdev Sectors
- +7.3%
- Skewness
- +0.14
- Kurtosis
- -0.12
- Upside Potential
- +4.03
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 287 | $6.1B | 29 | |
| 2025-12-31 | 300 | $6.2B | 26 | |
| 2025-09-30 | 280 | $5.8B | 37 | |
| 2025-06-30 | 287 | $5.2B | 0 | |
| 2025-03-31 | 288 | $4.4B | 100 | |
| 2024-12-31 | 284 | $4.3B | 0 | |
| 2024-09-30 | 275 | $3.9B | 0 | |
| 2024-06-30 | 267 | $3.3B | 0 | |
| 2024-03-31 | 247 | $3.0B | 0 | |
| 2023-12-31 | 222 | $2.7B | 0 | |
| 2023-09-30 | 220 | $2.2B | 0 | |
| 2023-06-30 | 224 | $2.2B | 0 | |
| 2023-03-31 | 224 | $2.0B | 0 | |
| 2022-12-31 | 203 | $1.4B | 0 | |
| 2022-09-30 | 210 | $1.2B | 0 | |
| 2022-06-30 | 211 | $1.2B | 0 | |
| 2022-03-31 | 258 | $2.0B | 0 | |
| 2021-12-31 | 257 | $2.1B | 0 | |
| 2021-09-30 | 243 | $1.1B | 0 | |
| 2021-06-30 | 244 | $1.2B | 95 | |
| 2021-03-31 | 240 | $1.0B | 24 | |
| 2020-12-31 | 227 | $957.0M | 28 | |
| 2020-09-30 | 214 | $815.0M | 22 | |
| 2020-06-30 | 205 | $751.9M | 46 | |
| 2020-03-31 | 229 | $549.3M | 60 | |
| 2019-12-31 | 176 | $644.6M | 37 | |
| 2019-09-30 | 140 | $580.6M | 36 | |
| 2019-06-30 | 134 | $717.3M | 30 | |
| 2019-03-31 | 138 | $800.6M | 24 | |
| 2018-12-31 | 137 | $830.7M | 33 | |
| 2018-09-30 | 127 | $1.0B | 30 | |
| 2018-06-30 | 134 | $988.0M | 21 | |
| 2018-03-31 | 136 | $1.0B | 29 | |
| 2017-12-31 | 136 | $1.1B | 44 | |
| 2017-09-30 | 136 | $1.2B | 24 | |
| 2017-06-30 | 141 | $1.2B | 24 | |
| 2017-03-31 | 141 | $1.2B | 22 | |
| 2016-12-31 | 148 | $1.1B | 51 | |
| 2016-09-30 | 163 | $1.2B | 24 | |
| 2016-06-30 | 164 | $1.2B | 21 | |
| 2016-03-31 | 157 | $1.2B | 22 | |
| 2015-12-31 | 157 | $1.2B | 32 | |
| 2015-09-30 | 178 | $1.1B | 90 | |
| 2015-06-30 | 181 | $1.3B | 0 | |
| 2015-03-31 | 173 | $1.4B | 30 | |
| 2014-12-31 | 161 | $1.6B | 34 | |
| 2014-09-30 | 158 | $1.7B | 24 | |
| 2014-06-30 | 151 | $1.8B | 30 | |
| 2014-03-31 | 146 | $1.8B | 21 | |
| 2013-12-31 | 140 | $1.9B | 20 | |
| 2013-09-30 | 140 | $1.8B | 29 | |
| 2013-06-30 | 137 | $1.4B | 0 |
Holding changes this quarter
Capital International Sarl's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Synopsys INC (SNPS); Sold out: Flutter Entertainment plc (FLUT); New buy: Cadence Design Sys INC (CDNS); Sold out: Reddit Inc-cl A (RDDT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | +26.28% | Add |
| 2 | TTE | Totalenergies Se | +0.7% | +8.95% | Add |
| 3 | APH | Amphenol Corp-cl A | +0.5% | +231.95% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +36.25% | Add |
| 5 | RPRX | Royalty Pharma plc | +0.5% | +95.96% | Add |
| 6 | NOC | Northrop Grumman CORP | +0.5% | +26.31% | Add |
| 7 | CAT | Caterpillar INC | +0.3% | +393.04% | Add |
| 8 | WPM | Wheaton Precious Metals CORP | +0.3% | +256.47% | Add |
| 9 | WELL | Welltower INC | +0.3% | +58.73% | Add |
| 10 | DE | Deere & Co | +0.3% | +26.84% | Add |
| 11 | SBUX | Starbucks CORP | +0.3% | +26.83% | Add |
| 12 | QSR | Restaurant Brands Intern | +0.3% | +37.96% | Add |
| 13 | CNQ | Canadian Natural Resources | +0.2% | +39.51% | Add |
| 14 | COST | Costco Wholesale CORP | +0.2% | +5.44% | Add |
| 15 | GEV | GE Vernova INC | +0.2% | +13.40% | Add |
| 16 | FTAI | FTAI Aviation Ltd. | +0.2% | +9.46% | Add |
| 17 | CVE | Cenovus Energy INC | +0.2% | -10.56% | Trim |
| 18 | NET | Cloudflare INC - Class A | +0.2% | +13.30% | Add |
| 19 | MA | Mastercard INC - A | -0.1% | -3.00% | Trim |
| 20 | ISRG | Intuitive Surgical INC | -0.1% | +5.54% | Add |
| 21 | EL | Estee Lauder Companies-cl A | -0.2% | -94.87% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | -0.2% | -0.31% | Trim |
| 23 | IR | Ingersoll-rand INC | -0.2% | -34.03% | Trim |
| 24 | CPRT | Copart INC | -0.2% | -35.38% | Trim |
| 25 | AAPL | Apple INC | -0.2% | -10.22% | Trim |
| 26 | IBM | Intl Business Machines CORP | -0.2% | -69.14% | Trim |
| 27 | TCOM | Trip.com Group Ltd-adr | -0.2% | +2.29% | Add |
| 28 | GE | General Electric | -0.2% | -9.76% | Trim |
| 29 | ABT | Abbott Laboratories | -0.2% | -17.86% | Trim |
| 30 | LLY | Eli Lilly & Co | -0.3% | +2.30% | Add |
| 31 | NFLX | Netflix INC | -0.3% | -25.25% | Trim |
| 32 | TMO | Thermo Fisher Scientific INC | -0.3% | -16.07% | Trim |
| 33 | SHOP | Shopify INC - Class A | -0.3% | +11.38% | Add |
| 34 | CB | Chubb Limited | -0.3% | -39.87% | Trim |
| 35 | JPM | Jpmorgan Chase & Co | -0.3% | -22.35% | Trim |
| 36 | ECL | Ecolab INC | -0.3% | -71.92% | Trim |
| 37 | DB | Deutsche Bank Aktiengesellschaft | -0.3% | -14.55% | Trim |
| 38 | BSX | Boston Scientific CORP | -0.4% | -32.81% | Trim |
| 39 | NOW | Servicenow INC | -0.4% | -55.13% | Trim |
| 40 | TSLA | Tesla INC | -0.4% | +5.20% | Add |
| 41 | ALNY | Alnylam Pharmaceuticals INC | -0.5% | -55.30% | Trim |
| 42 | META | Meta Platforms Inc-class A | -0.5% | +3.44% | Add |
| 43 | CRM | Salesforce INC | -0.6% | -33.32% | Trim |
| 44 | AVGO | Broadcom INC | -0.9% | -7.00% | Trim |
| 45 | MSFT | Microsoft CORP | -1.4% | -3.32% | Trim |
| 46 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 47 | SNPS | Synopsys INC | — | EXIT | Sold out |
| 48 | FLUT | Flutter Entertainment plc | — | EXIT | Sold out |
| 49 | CDNS | Cadence Design Sys INC | — | NEW | New buy |
| 50 | RDDT | Reddit Inc-cl A | — | EXIT | Sold out |
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 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 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 Sarl and what type of investor is it?
Capital International Sarl 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 $6.1B, spread across 287 disclosed positions.
What are Capital International Sarl's largest equity positions?
Based on the latest 13F filing, Capital International Sarl's top holdings by market value are:
1. Meta Platforms Inc-class A (META) — $312.0M (5.1%)
2. Broadcom INC (AVGO) — $295.6M (4.8%)
3. Nvidia CORP (NVDA) — $279.4M (4.6%)
4. Microsoft CORP (MSFT) — $257.6M (4.2%)
5. Tesla INC (TSLA) — $205.9M (3.4%)
What changes did Capital International Sarl make in its most recent portfolio filing?
In the latest reported quarter, Capital International Sarl made 50 notable position adjustments: 2 new positions were initiated, 23 existing holdings were added to, 22 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Sold out: Synopsys INC (SNPS); Sold out: Flutter Entertainment plc (FLUT); New buy: Cadence Design Sys INC (CDNS); Sold out: Reddit Inc-cl A (RDDT)
What sectors does Capital International Sarl focus on?
Capital International Sarl is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 25.7%
• Health Care: 14.7%
• Consumer Discretionary: 14.3%
• Communication Services: 11.9%
• Industrials: 11.2%
• Financials: 10.2%
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