Capital World Investors
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Capital World Investors reported 556 stock positions worth $729.9 billion. Its top holding was Broadcom (AVGO) at 6.1% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Meta Platforms Class A (META, 3.9%). Compared with Q2 2025, it opened 35 new positions, sold out of 50, added to 274 and reduced 161. The biggest buy was Tesla (TSLA, shares +6%) and the biggest sale Netflix (NFLX, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001422849
- Portfolio Value
- $729.9B (Q3 2025)
- SEC Filing
- 0001422849-25-000069 ↗ filed Nov 13, 2025
Holdings Value
Holdings 556 stocks · $729.9B
| AVGO Broadcom Inc. | 6.13% | 135,586,932 | $44.7B | Reduce -8.6% |
| MSFT Microsoft Corp. | 4.74% | 66,738,946 | $34.6B | Add +0.5% |
| META Meta Platforms Inc. Class A | 3.95% | 39,247,690 | $28.8B | Add +0.7% |
| NVDA Nvidia Corp. | 3.45% | 134,942,117 | $25.2B | Reduce -5.6% |
| PM Philip Morris International | 2.86% | 128,776,327 | $20.9B | Add +2.1% |
| TSLA Tesla Inc. | 2.68% | 44,035,949 | $19.6B | Add +5.8% |
| GOOGL Alphabet Inc. Class A | 1.77% | 53,107,572 | $12.9B | Add +28.0% |
| LLY Eli Lilly & Co. | 1.56% | 14,969,899 | $11.4B | Reduce -15.1% |
| NFLX Netflix Inc. | 1.53% | 9,315,554 | $11.2B | Reduce -10.9% |
| MU Micron Technology Inc. | 1.47% | 64,186,496 | $10.7B | Reduce -9.3% |
| VRTX Vertex Pharmaceuticals Inc. | 1.39% | 25,910,587 | $10.1B | Reduce -9.8% |
| AMZN Amazon.com Inc. | 1.31% | 43,528,488 | $9.6B | Reduce -12.9% |
| NET Cloudflare Inc. Class A | 1.19% | 40,515,386 | $8.7B | Reduce -0.7% |
| V Visa Inc. Class A | 1.16% | 24,792,246 | $8.5B | Add +0.8% |
| SHOP Shopify Inc. Class A | 1.09% | 53,612,596 | $8.0B | Reduce -7.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.06% | 27,740,880 | $7.7B | Reduce -13.0% |
| JPM JPMorgan Chase & Co. | 1.04% | 24,095,284 | $7.6B | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 1.03% | 21,766,922 | $7.5B | Add +18.8% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.03% | 16,434,253 | $7.5B | Reduce -2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.02% | 144,371,118 | $7.4B | Add +11.0% |
| GOOG Alphabet Inc. Class C | 0.96% | 28,625,464 | $7.0B | Add +1.9% |
| SBUX Starbucks Corp. | 0.90% | 77,720,137 | $6.6B | Add +1.9% |
| CNQ Canadian Natural Resources | 0.89% | 203,333,939 | $6.5B | Reduce -2.7% |
| GE General Electric filed as GE AEROSPACE | 0.88% | 21,442,810 | $6.4B | Add +16.2% |
| EOG EOG Resources Inc. | 0.84% | 54,907,949 | $6.2B | Add +1.4% |
| BA The Boeing Co. | 0.84% | 28,359,726 | $6.1B | Add +2.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.75% | 16,987,565 | $5.5B | Reduce -4.7% |
| COF Capital One Financial Corp. | 0.73% | 25,050,674 | $5.3B | Reduce -3.5% |
| AMGN Amgen Inc. | 0.73% | 18,795,474 | $5.3B | Add +11.5% |
| HD Home Depot Inc. | 0.72% | 12,945,423 | $5.2B | Add +0.2% |
| AAPL Apple Inc. | 0.71% | 20,436,163 | $5.2B | Reduce -5.2% |
| TDG Transdigm Group Inc. | 0.71% | 3,938,687 | $5.2B | Reduce -0.8% |
| CVS CVS Health Corp. | 0.71% | 68,382,158 | $5.2B | Add +2.1% |
| DHI D.R. Horton Inc. | 0.70% | 30,252,842 | $5.1B | Add +159.8% |
| GILD Gilead Sciences Inc. | 0.69% | 45,179,931 | $5.0B | Reduce -2.4% |
| LIN Linde PLC | 0.69% | 10,552,427 | $5.0B | Reduce -4.6% |
| TMO Thermo Fisher Scientific Inc. | 0.68% | 10,285,145 | $5.0B | Add +7.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.66% | 17,045,156 | $4.8B | Add +13.9% |
| C Citigroup Inc. | 0.66% | 47,262,626 | $4.8B | Add +6.5% |
| BN Brookfield Corp. | 0.64% | 68,313,662 | $4.7B | Add +2.4% |
| KLAC KLA Corp. | 0.62% | 4,218,296 | $4.5B | Add +6.7% |
| AON Aon PLC Class A | 0.59% | 12,076,697 | $4.3B | Reduce -0.6% |
| MSI Motorola Solutions Inc. | 0.59% | 9,386,519 | $4.3B | Add +5.5% |
| BKNG Booking Holdings Inc. | 0.59% | 792,030 | $4.3B | Reduce -8.5% |
| WPM Wheaton Precious Metals Corp. | 0.58% | 37,669,625 | $4.2B | Reduce -2.9% |
| CRM Salesforce Inc. | 0.56% | 17,325,206 | $4.1B | Add +159.0% |
| MELI MercadoLibre Inc. | 0.56% | 1,740,129 | $4.1B | Add +1.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.56% | 4,187,006 | $4.1B | Reduce -4.1% |
| BLK BlackRock Inc. | 0.55% | 3,456,205 | $4.0B | Reduce -2.6% |
| APO Apollo Global Management Inc. | 0.52% | 28,219,600 | $3.8B | Reduce -3.6% |
| SNPS Synopsys Inc. | 0.51% | 7,503,987 | $3.7B | Reduce -3.7% |
| CMCSA Comcast Corp. Class A | 0.50% | 116,176,518 | $3.7B | Reduce -9.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.50% | 11,783,119 | $3.6B | Add +0.9% |
| FE Firstenergy Corp. | 0.49% | 78,328,151 | $3.6B | Add +0.4% |
| COST Costco Wholesale Corp. | 0.49% | 3,859,636 | $3.6B | Reduce -2.3% |
| MRSH Marsh & McLennan Cos | 0.49% | 17,702,898 | $3.6B | Add +0.5% |
| AEM Agnico Eagle Mines Ltd. | 0.48% | 20,765,804 | $3.5B | Add +20.0% |
| ISRG Intuitive Surgical Inc. | 0.47% | 7,728,492 | $3.5B | Add +1.5% |
| LHX L3HARRIS Technologies Inc. | 0.47% | 11,315,509 | $3.5B | Reduce -1.9% |
| CMG Chipotle Mexican Grill Inc. | 0.47% | 87,844,788 | $3.4B | Add +122.7% |
| FISV Fiserv Inc. | 0.46% | 25,781,919 | $3.3B | Add +35.2% |
| GS Goldman Sachs Group Inc. | 0.45% | 4,159,567 | $3.3B | Reduce -3.2% |
| SO The Southern Co. | 0.44% | 33,548,852 | $3.2B | Add +320.3% |
| FLUT Flutter Entertainment PLC-Di | 0.43% | 12,302,464 | $3.1B | Reduce -2.4% |
| DASH DoorDash Inc. Class A | 0.40% | 10,865,927 | $3.0B | Add +0.9% |
| NKE Nike Inc. Class B | 0.40% | 42,239,013 | $2.9B | Add +0.7% |
| KDP Keurig Dr Pepper Inc. | 0.40% | 114,759,852 | $2.9B | Reduce -12.1% |
| INTC Intel Corp. | 0.40% | 86,503,121 | $2.9B | Add +32.5% |
| DE Deere & Co. | 0.39% | 6,233,740 | $2.9B | Add +5.5% |
| TCOM Trip.com Group Ltd.-ADR | 0.39% | 37,884,726 | $2.8B | Add +5.3% |
| PWR Quanta Services Inc. | 0.39% | 6,821,846 | $2.8B | Reduce -18.9% |
| DRI Darden Restaurants Inc. | 0.39% | 14,839,198 | $2.8B | Add +1.6% |
| CB Chubb Ltd. | 0.39% | 9,978,787 | $2.8B | Reduce -16.9% |
| MA Mastercard Inc. Class A | 0.38% | 4,820,936 | $2.7B | Reduce -4.9% |
| BX Blackstone Inc. | 0.38% | 16,014,189 | $2.7B | Reduce -22.4% |
| SYF Synchrony Financial | 0.37% | 38,326,315 | $2.7B | Reduce -2.6% |
| CVE Cenovus Energy Inc. | 0.36% | 156,012,585 | $2.6B | Reduce -15.5% |
| IR Ingersoll-Rand Inc. | 0.36% | 31,787,657 | $2.6B | Add +19.2% |
| BSX Boston Scientific Corp. | 0.36% | 26,648,948 | $2.6B | Reduce -6.6% |
| QSR Restaurant Brands Intern | 0.36% | 40,430,403 | $2.6B | Reduce -6.0% |
| URI United Rentals Inc. | 0.35% | 2,678,614 | $2.6B | Add +6.7% |
| UNP Union Pacific Corp. | 0.34% | 10,481,043 | $2.5B | Add +193.3% |
| PGR Progressive Corp. | 0.32% | 9,505,122 | $2.3B | Reduce -2.1% |
| PFGC Performance Food Group Co. | 0.32% | 22,446,853 | $2.3B | Add +0.8% |
| BKR Baker Hughes Co. | 0.32% | 47,546,388 | $2.3B | Add +7.1% |
| CME Cme Group Inc. | 0.31% | 8,271,156 | $2.2B | Reduce -4.0% |
| CAT Caterpillar Inc. | 0.30% | 4,588,281 | $2.2B | Add +0.1% |
| HCA HCA Healthcare Inc. | 0.29% | 4,959,336 | $2.1B | Add +3.8% |
| CFG Citizens Financial Group | 0.27% | 37,289,711 | $2.0B | Add +1.7% |
| PH Parker Hannifin Corp. | 0.27% | 2,584,141 | $2.0B | Add +7.0% |
| ORCL Oracle Corp. | 0.26% | 6,867,974 | $1.9B | Add +9.1% |
| SPOT Spotify Technology SA | 0.26% | 2,730,713 | $1.9B | Add +40.7% |
| ILMN Illumina Inc. | 0.26% | 19,976,850 | $1.9B | Add +20.0% |
| APP AppLovin Corp. Class A | 0.26% | 2,635,188 | $1.9B | Add +0.3% |
| ARES Ares Management Corp. Class A | 0.25% | 11,579,021 | $1.9B | Reduce -1.4% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.25% | 30,738,934 | $1.9B | Add +9.3% |
| CVX Chevron Corp. | 0.25% | 11,706,883 | $1.8B | Reduce -12.0% |
| RGLD Royal Gold Inc. | 0.25% | 9,055,075 | $1.8B | Add +1.0% |
| RBLX Roblox Corp. Class A | 0.25% | 12,991,408 | $1.8B | Reduce -7.9% |
| FNV Franco-Nevada Corp. | 0.24% | 7,982,550 | $1.8B | Reduce -0.7% |
Other holdings (12): bonds, preferreds, convertibles and warrants · $2.2B (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 23,517,049 | $1.6B | Add +9.8% |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 5,207,215 | $272.6M | No change |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 4,060,183 | $153.8M | Add +1.0% |
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 636,284 | $58.3M | Add +21.5% |
| ECHOSTAR CORP (ECHO 3.875 11/30/30) | NOTE 3.875%11/3 · principal | 22,945,729 | $56.5M | Add +16.2% |
| HALOZYME THERAPEUTICS IN (HALO 1 08/15/28) | NOTE 1.000% 8/1 · principal | 2,155,000 | $3.0M | New |
| SPOTIFY USA INC (SPOT 0 03/15/26) | NOTE 3/1 · principal | 2,134,000 | $2.9M | New |
| VENTAS REALTY LP (VTR 3.75 06/01/26) | NOTE 3.750% 6/0 · principal | 2,221,000 | $2.9M | New |
| AXON ENTERPRISE INC (AXON 0.5 12/15/27) | NOTE 0.500%12/1 · principal | 820,000 | $2.6M | New |
| AIRBNB INC (ABNB 0 03/15/26) | NOTE 3/1 · principal | 543,000 | $532K | No change |
| DUKE ENERGY CORP (DUK 4.125 04/15/26) | NOTE 4.125% 4/1 · principal | 230,000 | $247K | No change |
| MARRIOTT VACATION WORLDW (VAC 3.25 12/15/27) | NOTE 3.250%12/1 · principal | 236,000 | $226K | No change |
Total filed on the 13F, all lines: $732.0B.
Portfolio Sells Q2 2025 → Q3 2025
| NFLX Netflix Inc. | Reduce -10.9% | 1.53% | −0.51 |
| HON Honeywell International Inc. | Reduce -96.5% | 0.01% | −0.50 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -9.8% | 1.39% | −0.47 |
| LLY Eli Lilly & Co. | Reduce -15.1% | 1.56% | −0.44 |
| AMZN Amazon.com Inc. | Reduce -12.9% | 1.31% | −0.29 |
| KDP Keurig Dr Pepper Inc. | Reduce -12.1% | 0.40% | −0.23 |
| CMCSA Comcast Corp. Class A | Reduce -9.8% | 0.50% | −0.17 |
| TDG Transdigm Group Inc. | Reduce -0.8% | 0.71% | −0.17 |
| STZ Constellation Brands Inc. Class A | Reduce -43.3% | 0.12% | −0.16 |
| FCX Freeport-McMoran Inc. | Reduce -98.8% | 0.00% | −0.15 |
| BKNG Booking Holdings Inc. | Reduce -8.5% | 0.59% | −0.14 |
| ADBE Adobe Inc. | Reduce -38.1% | 0.14% | −0.13 |
| CNC Centene Corp. | Reduce -78.1% | 0.02% | −0.12 |
| CB Chubb Ltd. | Reduce -16.9% | 0.39% | −0.12 |
| DHR Danaher Corp. | Reduce -87.3% | 0.01% | −0.10 |
| FLUT Flutter Entertainment PLC-Di | Reduce -2.4% | 0.43% | −0.10 |
| MOH Molina Healthcare Inc. | Reduce -2.0% | 0.14% | −0.09 |
| VICI Vici Properties Inc. | Reduce -70.1% | 0.04% | −0.09 |
| BSX Boston Scientific Corp. | Reduce -6.6% | 0.36% | −0.09 |
| APO Apollo Global Management Inc. | Reduce -3.6% | 0.52% | −0.09 |
| DAY Dayforce Inc. | Reduce -80.7% | 0.03% | −0.09 |
| KR Kroger Co. | Sold out | 0.00% | −0.09 |
| RSG Republic Services Inc. | Reduce -18.3% | 0.22% | −0.09 |
| CARR Carrier Global Corp. | Reduce -5.9% | 0.22% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -2.3% | 0.49% | −0.08 |
| MO Altria Group Inc. | Reduce -29.3% | 0.23% | −0.08 |
| PWR Quanta Services Inc. | Reduce -18.9% | 0.39% | −0.08 |
| COF Capital One Financial Corp. | Reduce -3.5% | 0.73% | −0.08 |
| BX Blackstone Inc. | Reduce -22.4% | 0.38% | −0.07 |
| SNPS Synopsys Inc. | Reduce -3.7% | 0.51% | −0.07 |
| SHEL Shell PLC-ADR | Reduce -99.2% | 0.00% | −0.07 |
| LIN Linde PLC | Reduce -4.6% | 0.69% | −0.07 |
| CNQ Canadian Natural Resources | Reduce -2.7% | 0.89% | −0.07 |
| AXON Axon Enterprise Inc. | Reduce -11.5% | 0.16% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -2.4% | 0.69% | −0.06 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -4.7% | 0.75% | −0.06 |
| QSR Restaurant Brands Intern | Reduce -6.0% | 0.36% | −0.06 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.06 |
| YUM Yum! Brands Inc. | Reduce -79.1% | 0.01% | −0.06 |
| VNOM Viper Energy Inc. | Sold out | 0.00% | −0.06 |
| PGR Progressive Corp. | Reduce -2.1% | 0.32% | −0.06 |
| CHTR Charter Communications Inc. Class A | Reduce -60.6% | 0.02% | −0.05 |
| ARES Ares Management Corp. Class A | Reduce -1.4% | 0.25% | −0.04 |
| AON Aon PLC Class A | Reduce -0.6% | 0.59% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -34.8% | 0.07% | −0.04 |
| KKR KKR & Co. Inc. | Reduce -10.4% | 0.19% | −0.04 |
| CME Cme Group Inc. | Reduce -4.0% | 0.31% | −0.04 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -4.9% | 0.38% | −0.04 |
| MAA Mid-America Apartment Comm | Reduce -10.4% | 0.15% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| TSLA Tesla Inc. | Add +5.8% | 2.68% | +0.76 |
| GOOGL Alphabet Inc. Class A | Add +28.0% | 1.77% | +0.70 |
| DHI D.R. Horton Inc. | Add +159.8% | 0.70% | +0.48 |
| SO The Southern Co. | Add +320.3% | 0.44% | +0.33 |
| CRM Salesforce Inc. | Add +159.0% | 0.56% | +0.30 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 0.96% | +0.23 |
| UNP Union Pacific Corp. | Add +193.3% | 0.34% | +0.22 |
| UNH Unitedhealth Group Inc. | Add +18.8% | 1.03% | +0.20 |
| GE General Electric | Add +16.2% | 0.88% | +0.19 |
| INTC Intel Corp. | Add +32.5% | 0.40% | +0.18 |
| AEM Agnico Eagle Mines Ltd. | Add +20.0% | 0.48% | +0.18 |
| GEV GE Vernova Inc. | Add +1907.5% | 0.18% | +0.17 |
| CMG Chipotle Mexican Grill Inc. | Add +122.7% | 0.47% | +0.15 |
| FICO Fair Isaac Corp. | Add +874.4% | 0.17% | +0.14 |
| BABA Alibaba Group Holding-SP ADR | Add +1074.8% | 0.15% | +0.14 |
| APP AppLovin Corp. Class A | Add +0.3% | 0.26% | +0.13 |
| BAC Bank of America Corp. | Add +11.0% | 1.02% | +0.12 |
| LPLA LPL Financial Holdings Inc. | Add +15960.1% | 0.12% | +0.12 |
| TMO Thermo Fisher Scientific Inc. | Add +7.4% | 0.68% | +0.12 |
| KLAC KLA Corp. | Add +6.7% | 0.62% | +0.11 |
| C Citigroup Inc. | Add +6.5% | 0.66% | +0.11 |
| TCOM Trip.com Group Ltd.-ADR | Add +5.3% | 0.39% | +0.08 |
| SPG Simon Property Group Inc. | Add +45.0% | 0.22% | +0.08 |
| URI United Rentals Inc. | Add +6.7% | 0.35% | +0.07 |
| XYZ Block Inc. | Add +192.7% | 0.11% | +0.07 |
| BKR Baker Hughes Co. | Add +7.1% | 0.32% | +0.07 |
| BRO Brown & Brown Inc. | Add +81.1% | 0.22% | +0.07 |
| BTI British American Tob-SP ADR | Add +12870.7% | 0.07% | +0.07 |
| WELL Welltower Inc. | Add +167.2% | 0.10% | +0.07 |
| W Wayfair Inc. Class A | Add +4.1% | 0.16% | +0.07 |
| VNOM Viper Energy Inc. Class A | New | 0.07% | +0.07 |
| ORCL Oracle Corp. | Add +9.1% | 0.26% | +0.06 |
| BAP Credicorp Ltd. | New | 0.06% | +0.06 |
| FTAI Ftai Aviation Ltd. | Add +17.3% | 0.14% | +0.05 |
| SPOT Spotify Technology SA | Add +40.7% | 0.26% | +0.04 |
| MSI Motorola Solutions Inc. | Add +5.5% | 0.59% | +0.04 |
| TXRH Texas Roadhouse Inc. | Add +580.2% | 0.05% | +0.04 |
| IONS Ionis Pharmaceuticals Inc. | Add +1.5% | 0.11% | +0.04 |
| ARGX Argenx SE - ADR | Add +0.4% | 0.20% | +0.04 |
| TOL Toll Brothers Inc. | Add +51.5% | 0.10% | +0.04 |
| BN Brookfield Corp. | Add +2.4% | 0.64% | +0.04 |
| AMGN Amgen Inc. | Add +11.5% | 0.73% | +0.04 |
| CAT Caterpillar Inc. | Add +0.1% | 0.30% | +0.04 |
| WYNN WYNN Resorts Ltd. | Add +0.7% | 0.17% | +0.04 |
| SCCO Southern Copper Corp. | Add +36.1% | 0.11% | +0.04 |
| ACN Accenture PLC Class A | New | 0.04% | +0.04 |
| IR Ingersoll-Rand Inc. | Add +19.2% | 0.36% | +0.04 |
| PFGC Performance Food Group Co. | Add +0.8% | 0.32% | +0.04 |
| FE Firstenergy Corp. | Add +0.4% | 0.49% | +0.03 |
| KEY Keycorp | Add +169.2% | 0.05% | +0.03 |
Notes & Other Activity Q2 2025 → Q3 2025
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Add +9.8% | 23,517,049 | $1.6B |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | Add +1.0% | 4,060,183 | $153.8M |
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Add +21.5% | 636,284 | $58.3M |
| ECHOSTAR CORP (ECHO 3.875 11/30/30) | NOTE 3.875%11/3 · principal | Add +16.2% | 22,945,729 | $56.5M |
| HALOZYME THERAPEUTICS IN (HALO 1 08/15/28) | NOTE 1.000% 8/1 · principal | New | 2,155,000 | $3.0M |
| SPOTIFY USA INC (SPOT 0 03/15/26) | NOTE 3/1 · principal | New | 2,134,000 | $2.9M |
| VENTAS REALTY LP (VTR 3.75 06/01/26) | NOTE 3.750% 6/0 · principal | New | 2,221,000 | $2.9M |
| AXON ENTERPRISE INC (AXON 0.5 12/15/27) | NOTE 0.500%12/1 · principal | New | 820,000 | $2.6M |
| ROYAL CARIBBEAN CRUISES (RCL 6 08/15/25) | NOTE 6.000% 8/1 · principal | Sold out | 152,000 | $960Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 617 | $839.9B | AVGO, MU, GOOGL, PM, META |
| Q1 2026 | 606 | $728.8B | AVGO, META, MSFT, NVDA, PM |
| Q4 2025 | 555 | $731.7B | AVGO, MSFT, META, NVDA, PM |
| Q3 2025 | 556 | $729.9B | AVGO, MSFT, META, NVDA, PM |
| Q2 2025 | 571 | $686.0B | AVGO, MSFT, META, PM, NVDA |
| Q1 2025 | 544 | $615.4B | AVGO, MSFT, META, PM, LLY |
| Q4 2024 | 536 | $657.3B | AVGO, MSFT, META, NVDA, TSLA |
| Q3 2024 | 528 | $644.7B | AVGO, MSFT, META, LLY, NVDA |
| Q2 2024 | 530 | $612.9B | AVGO, MSFT, META, LLY, NVDA |
| Q1 2024 | 512 | $603.8B | MSFT, AVGO, LLY, META, HD |