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Portfolio (Quarterly) Guide ↗

CAPITAL INTERNATIONAL SARL

· CIK 0001065349
13F Portfolio $6.1B AUM 287 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 136 Added 103 Reduced 43 Exited
Page 2 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DE DEERE & CO Industrials 95,506.0 $53.8M 0.88% +20K +26.8% $563.30 -5.7%
22 BEONE MEDICINES LTD 173,879.0 $51.6M 0.84% +21K +14.0% $296.97
23 RPRX ROYALTY PHARMA PLC Healthcare 1,048,202.0 $50.3M 0.82% +513K +96.0% $47.97 +10.6%
24 LIN LINDE PLC Basic Materials 99,195.0 $49.2M 0.81% +4K +4.0% $495.76 +3.8%
25 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 650,735.0 $48.1M 0.79% +179K +38.0% $73.90 +3.6%
26 TDG TRANSDIGM GROUP INC Industrials 40,890.0 $47.4M 0.78% +4K +10.8% $1158.96 +3.4%
27 WELL WELLTOWER INC Real Estate 239,169.0 $47.3M 0.77% +88K +58.7% $197.71 +10.6%
28 APH AMPHENOL CORP Technology 367,122.0 $46.4M 0.76% +257K +231.9% $126.35 -1.2%
29 C CITIGROUP INC Financial Services 407,780.0 $46.2M 0.76% +7K +1.7% $113.41 +10.4%
30 RYANAIR HOLDINGS PLC 761,948.0 $44.0M 0.72% +57K +8.1% $57.80
31 FTAI AVIATION LTD 164,413.0 $40.3M 0.66% +14K +9.5% $245.00
32 GEV GE VERNOVA INC Utilities 40,696.0 $35.5M 0.58% +5K +13.4% $872.90 +19.6%
33 AJG GALLAGHER ARTHUR J & CO Financial Services 156,934.0 $34.0M 0.56% +6K +3.7% $216.58 -4.2%
34 AMGN AMGEN INC Healthcare 94,516.0 $33.3M 0.54% +7K +7.5% $351.85 -4.1%
35 TCOM TRIP COM GROUP LTD Consumer Cyclical 660,014.0 $32.9M 0.54% +15K +2.3% $49.79 -2.5%
36 MTD METTLER TOLEDO INTERNATIONAL Healthcare 22,273.0 $28.1M 0.46% +4K +18.7% $1261.20 -13.5%
37 CARR CARRIER GLOBAL CORPORATION Industrials 486,769.0 $27.4M 0.45% +14K +3.1% $56.31 +10.4%
38 AEM AGNICO EAGLE MINES LTD Basic Materials 133,876.0 $27.1M 0.44% +19K +16.7% $202.34 -12.2%
39 WPM WHEATON PRECIOUS METALS CORP Basic Materials 201,115.0 $26.3M 0.43% +145K +256.5% $130.95 -2.9%
40 BUNGE GLOBAL SA 199,923.0 $25.4M 0.42% +14K +7.4% $127.20
Page 2 of 7  ·  136 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Healthcare 15.0%
Consumer Cyclical 14.7%
Communication Services 11.9%
Financial Services 10.0%
Industrials 9.0%
Consumer Defensive 4.6%
Basic Materials 3.7%
Energy 2.1%
Utilities 1.2%