Capital World Investors

Q4 2023 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
12/31/2023
Date filed
2/13/2024
Form type
13F-HR
Num holdings
507
Total value ($000)
$562,260,837
Net value change ($000)
+57,452,423 (11.4%)
New positions
29
Sold out positions
34
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/13/2023 Next filing: 5/14/2024 SEC filing

Snapshot: Change Analysis

Compared to Q3 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 7,626,121 32.4%
MSFT 6,057,675 21.6%
VRTX 2,619,570 41.9%
META 2,323,894 20.8%
BG 1,939,477 NEW
HD 1,576,129 13.4%
BLK 1,408,600 97.5%
SHOP 1,399,472 83.7%
NVDA 1,356,474 31.2%
AMZN 1,340,255 97.9%
Top Reduces (Value $000, Stocks/ETFs)
BUNGELTD -2,164,689 -100.0%
CTVA -1,491,163 -81.5%
COP -1,328,752 -42.3%
PFE -1,050,853 -17.4%
XOM -1,007,142 -40.3%
AHC -937,315 -62.0%
AAPL -935,848 -19.0%
MO -837,825 -22.7%
IRM -831,677 -74.3%
AMAT -811,830 -16.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type