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Portfolio (Quarterly) Guide ↗

CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.

· CIK 0001939970
13F Portfolio $585M AUM 140 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 60 Added 44 Reduced 10 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,299.0 $630K 0.11% -2K -55.9% $484.91 -3.5%
42 ICLR ICON PLC Healthcare 5,332.0 $590K 0.10% -1K -17.7% $110.66 +31.9%
43 MRSH MARSH & MCLENNAN COS INC Financial Services 2,673.0 $464K 0.08% -703.0 -20.8% $173.45 -6.4%
44 ACN ACCENTURE PLC IRELAND Technology 1,091.0 $216K 0.04% -2K -63.7% $198.29 -35.5%
Page 3 of 3  ·  44 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 26.4%
Healthcare 16.2%
Consumer Cyclical 16.2%
Communication Services 12.6%
Financial Services 10.4%
Industrials 9.1%
Basic Materials 3.8%
Consumer Defensive 3.1%
Energy 0.8%
Real Estate 0.8%