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Portfolio (Quarterly) Guide ↗

CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.

· CIK 0001939970
13F Portfolio $664M AUM 143 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 52 Added 35 Reduced 12 Exited
Page 7 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ASCENDIS PHARMA A/S 2,906.0 $775K 0.12% NEW $266.72
122 SPACE EXPLORATION TECHN CORP 4,400.0 $752K 0.11% NEW $170.86
123 TTEK TETRA TECH INC NEW Industrials 25,906.0 $748K 0.11% $28.89 +28.1%
124 AXP AMERICAN EXPRESS CO Financial Services 2,204.0 $746K 0.11% $338.25 -0.7%
125 CRH PLC 6,644.0 $711K 0.11% $107.00
126 EFX EQUIFAX INC Industrials 4,465.0 $709K 0.11% $158.72 +21.4%
127 FCX FREEPORT MCMORAN INC Basic Materials 10,885.0 $685K 0.10% $62.89 +21.9%
128 CME CME GROUP INC Financial Services 3,082.0 $681K 0.10% $220.83 +24.5%
129 CRSP CRISPR THERAPEUTICS AG Healthcare 11,707.0 $638K 0.10% $54.54 +9.1%
130 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,299.0 $596K 0.09% $459.13 +16.2%
131 ICICI BANK LIMITED 20,505.0 $595K 0.09% $29.03
132 GRFS GRIFOLS S A Healthcare 81,955.0 $580K 0.09% $7.08 +13.0%
133 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 590.0 $569K 0.09% NEW $965.00 -11.9%
134 DASH DOORDASH INC Communication Services 3,018.0 $557K 0.08% NEW $184.53 +21.1%
135 EPAM EPAM SYS INC Technology 6,232.0 $495K 0.07% -4K -38.3% $79.35 +39.1%
136 GGB GERDAU SA Basic Materials 117,331.0 $474K 0.07% $4.04 +7.2%
137 LOAR LOAR HOLDINGS INC Industrials 5,120.0 $413K 0.06% $80.61 -7.0%
138 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,777.0 $411K 0.06% $86.09 +17.3%
139 ATI ATI INC Industrials 2,030.0 $400K 0.06% NEW $197.10 +5.0%
140 BERKSHIRE HATHAWAY INC DEL 767.0 $384K 0.06% -1K -66.1% $500.39
Page 7 of 8  ·  143 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 34.7%
Consumer Cyclical 15.9%
Healthcare 15.3%
Communication Services 9.8%
Industrials 8.2%
Financial Services 8.0%
Basic Materials 2.9%
Consumer Defensive 2.7%
Real Estate 1.3%
Utilities 0.7%