Home/Smart Money/Capital Research Global Investors
§ 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 · $533.0B (13F)Positions · 433Turnover · 95% · Q1Filed · May 13, 2026
BIG MOVE · Q1
Technology cut 2pp. Other lifted 2pp.
CONCENTRATION
35%
Top 10 holdings
NEW BUYS
+67
+$17.2B deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-2pp · +2pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 13, 2026
#TickerNameShares$ value% portΔ Q1
1AVGOBROADCOM INC116.03M$35.9B5.6%+34%
2MSFTMICROSOFT CORP96.09M$35.6B5.5%+31%
3NVDANVIDIA CORPORATION193.04M$33.7B5.2%+13%
4AMZNAMAZON COM INC118.43M$24.7B3.8%+32%
5LLYELI LILLY & CO24.63M$22.7B3.5%±0%
6METAMETA PLATFORMS INC30.91M$17.7B2.7%+73%
7GOOGLALPHABET INC57.55M$16.5B2.6%+11%
8AAPLAPPLE INC64.04M$16.3B2.5%+15%
9PMPHILIP MORRIS INTL INC79.82M$13.2B2.0%+46%
10GOOGALPHABET INC40.31M$11.6B1.8%+43%
§ 02 · SECTOR ALLOCATION

Where the money is

Other53.6% (+2pp)
Semiconductors15.0% (±0)
Technology11.2% (2pp)
Media8.4% (±0)
Retail6.4% (±0)
Energy5.0%
§ 03 · THE CAPITAL SIGNAL

AC read

Capital Research Global Investors' latest 13F filing presents an interesting tension between its stated identity as a long-term, fundamentals-driven compounder investor and the activity metrics visible in the data. The filing reflects 433 positions with a Herfindahl-Hirschman Index of 0.021, indicating a highly diversified book despite meaningful concentration at the top: the ten largest holdings account for 38.9% of reported value, anchored by repeated large-scale exposure to Microsoft, Broadcom, and Nvidia across what appear to be multiple share classes or sub-portfolios within the complex. This pattern is consistent with Capital Research's known structure of running several internally managed sleeves under one umbrella, which can produce overlapping large positions in the same issuer when aggregated at the 13F filer level.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Busy quarter
+67 buys · 0 exits · 370 changed
Q4 2025
Busy quarter
+32 buys · 0 exits · 381 changed
Q3 2025
Busy quarter
+32 buys · 0 exits · 360 changed
Q2 2025
Busy quarter
+31 buys · 0 exits · 370 changed