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Portfolio (Quarterly) Guide ↗

Capital World Investors

· CIK 0001422849
13F Portfolio $732.9B AUM 620 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New 248 Added 165 Reduced 64 Exited
Page 23 of 31  ·  620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 JAMES HARDIE INDS PLC 3,114,408.0 $59.0M 0.01% $18.94
442 DOCS DOXIMITY INC Healthcare 2,430,679.0 $56.6M 0.01% -3.2M -57.0% $23.30 -18.6%
443 KALV KALVISTA PHARMACEUTICALS INC Healthcare 2,808,583.0 $56.5M 0.01% $20.13 +32.8%
444 HALO HALOZYME THERAPEUTICS INC Healthcare 871,902.0 $56.4M 0.01% -8K -0.9% $64.63 +3.9%
445 STUBHUB HLDGS INC 9,002,141.0 $56.2M 0.01% +7.9M +711.4% $6.24
446 SRRK SCHOLAR ROCK HLDG CORP Healthcare 1,128,752.0 $55.5M 0.01% $49.16 +0.4%
447 OR OR ROYALTIES INC. Basic Materials 1,450,134.0 $55.2M 0.01% NEW $38.08 -4.4%
448 GGG GRACO INC Industrials 644,000.0 $54.5M 0.01% -318K -33.0% $84.65 -10.5%
449 STRL STERLING INFRASTRUCTURE INC Industrials 132,369.0 $53.9M 0.01% NEW $407.27 +108.4%
450 ITUB ITAU UNIBANCO HLDG S A Financial Services 6,262,952.0 $52.5M 0.01% -7.1M -53.0% $8.38 -6.4%
451 SLDE SLIDE INS HLDGS INC Financial Services 2,915,649.0 $52.5M 0.01% -1.6M -35.0% $18.00 +4.4%
452 DG DOLLAR GEN CORP Consumer Defensive 438,673.0 $52.1M 0.01% -498K -53.1% $118.73 -13.8%
453 STRATEGY INC 736,597.0 $52.1M 0.01% +100K +15.8% $70.70
454 POWL POWELL INDS INC Industrials 95,847.0 $51.9M 0.01% +31K +47.6% $541.08 -45.9%
455 WING WINGSTOP INC Consumer Cyclical 334,189.0 $51.8M 0.01% -23K -6.5% $154.97 -16.6%
456 TTC TORO CO Industrials 553,469.0 $51.7M 0.01% +167K +43.1% $93.44 -5.1%
457 GENB GENERATE BIOMEDICINES INC Financial Services 4,004,149.0 $50.1M 0.01% NEW $12.50 +28.0%
458 GLOBUS MED INC 574,500.0 $49.5M 0.01% $86.16
459 MSCI MSCI INC Financial Services 91,093.0 $49.1M 0.01% $539.01 +4.2%
460 XENE XENON PHARMACEUTICALS INC Healthcare 840,072.0 $48.9M 0.01% +184K +28.1% $58.15 -6.5%
Page 23 of 31  ·  620 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 23.7%
Healthcare 13.5%
Consumer Cyclical 12.3%
Financial Services 11.2%
Communication Services 11.1%
Industrials 9.3%
Consumer Defensive 5.5%
Energy 5.2%
Basic Materials 4.1%
Utilities 3.0%