§ 13F · FUND PROFILE
Capital Research Global Investors.
Capital Research Global Investors is the investment advisor behind the American Funds family, managing $499.5 trillion through fundamental research-driven strategies focused on quality companies with sustainable competitive advantages. The firm is known for its rigorous bottom-up analysis and long-term investment approach, concentrating heavily in technology leaders like Microsoft and Nvidia.
AUM · $499459.1T (13F)Positions · 431Turnover · 95% · Q4Filed · Feb 11, 2026
CONCENTRATION
39%
Top 10 holdings
NEW BUYS
+32
+$3679.3T deployed
EXITS
0
No exits
SECTOR SHIFT
AEROSPACE & DEFENSE → SEMICONDUCTORS
-1pp · +1pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 73.32M | $35461.3T | 6.5% | +1% |
| 2 | NVDA | NVIDIA CORPORATION | 171.56M | $31996.6T | 5.9% | +4% |
| 3 | AVGO | BROADCOM INC | 86.36M | $29890.0T | 5.5% | −2% |
| 4 | LLY | ELI LILLY & CO | 24.57M | $26401.6T | 4.9% | −2% |
| 5 | AMZN | AMAZON COM INC | 90.04M | $20782.3T | 3.8% | −5% |
| 6 | GOOGL | ALPHABET INC | 52.06M | $16293.3T | 3.0% | +3% |
| 7 | AAPL | APPLE INC | 55.47M | $15081.3T | 2.8% | +22% |
| 8 | RTX | RTX CORPORATION | 76.14M | $13964.2T | 2.6% | ±0% |
| 9 | META | META PLATFORMS INC | 17.87M | $11798.3T | 2.2% | −25% |
| 10 | UBER | UBER TECHNOLOGIES INC | 113.46M | $9270.6T | 1.7% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other52.1% (±0)
Semiconductors14.9% (+1pp)
Technology12.9% (±0)
Media8.0% (±0)
Retail6.4% (±0)
Aerospace & Defense5.4% (±0)
§ 03 · THE CAPITAL SIGNAL
AC read
Capital Research Global Investors continues to demonstrate its commitment to quality technology leaders while maintaining an unusually active portfolio management approach for a fund with its fundamental research-driven philosophy. The firm's $499.5 trillion portfolio shows remarkable concentration in Microsoft and Nvidia, with multiple position entries suggesting complex share class holdings or reporting methodology. Microsoft alone accounts for multiple top-ten positions totaling over $136 trillion, while Nvidia and Broadcom round out the technology-heavy concentration that comprises nearly 28% of the portfolio when combining semiconductors and core technology sectors.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Busy quarter
+32 buys · −0 exits · 381 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed