Capital Research Global Investors
CIK 0001422848 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗Growth Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$716.87B
2026 Q2
Positions
426
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.0%
Est. Net Flow (Q)
—
2026 Q2
Portfolio Composition
Sector Allocation
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Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| D.E. Shaw & Co | 29.2% | BTI, CI, CSX, CVS, CNQ, CAT, EXE, CVX +130 |
| Citadel Advisors (Ken Griffin) | 26.6% | BTI, CI, CSX, CVS, CAT, EXE, CVX, KO +141 |
| Bridgewater Associates (Ray Dalio) | 24.6% | BTI, CI, CSX, CVS, CAT, CE, EXE, CVX +97 |
| Millennium Management | 24.1% | BTI, CI, CSX, CVS, CAT, CE, EXE, CVX +139 |
| Two Sigma Investments | 23.9% | BTI, CI, CSX, CNQ, CVNA, CAT, CE, EXE +129 |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.