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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 7 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTC INTEL CORP Technology 15,265.0 $674K 0.12% -16K -50.8% $44.13 +203.6%
122 AXP AMERICAN EXPRESS CO Financial Services 2,204.0 $667K 0.11% $302.48 +11.7%
123 ASCENDIS PHARMA A/S 2,906.0 $665K 0.11% $228.73
124 GRFS GRIFOLS S A Healthcare 81,955.0 $657K 0.11% $8.02 -7.7%
125 FCX FREEPORT MCMORAN INC Basic Materials 10,885.0 $640K 0.11% -22K -67.1% $58.78 +16.8%
126 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,299.0 $630K 0.11% -2K -55.9% $484.91 -3.5%
127 ICLR ICON PLC Healthcare 5,332.0 $590K 0.10% -1K -17.7% $110.66 +31.9%
128 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 7,018.0 $565K 0.10% NEW $80.56 -25.4%
129 CRSP CRISPR THERAPEUTICS AG Healthcare 11,707.0 $557K 0.10% $47.57 +13.7%
130 ICICI BANK LIMITED 20,505.0 $531K 0.09% $25.90
131 APP APPLOVIN CORP Technology 1,272.0 $506K 0.09% NEW $398.00 +18.0%
132 SOUTH BOW CORP 15,099.0 $501K 0.09% $33.16
133 MRSH MARSH & MCLENNAN COS INC Financial Services 2,673.0 $464K 0.08% -703.0 -20.8% $173.45 -6.4%
134 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,777.0 $432K 0.07% $90.42 -2.7%
135 GGB GERDAU SA Basic Materials 117,331.0 $424K 0.07% $3.61 +15.5%
136 BP BP PLC Energy 7,000.0 $329K 0.06% NEW $47.00 -16.8%
137 LOAR LOAR HOLDINGS INC Industrials 5,120.0 $293K 0.05% +977.0 +23.6% $57.29 +25.1%
138 TEAM ATLASSIAN CORPORATION Technology 3,860.0 $263K 0.04% $68.25 +21.2%
139 CR CRANE COMPANY Industrials 1,396.0 $239K 0.04% NEW $171.00 +25.7%
140 ACN ACCENTURE PLC IRELAND Technology 1,091.0 $216K 0.04% -2K -63.7% $198.29 -35.5%
Page 7 of 7  ·  140 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%