Capital World Investors

Q1 2023 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2023
Date filed
5/15/2023
Form type
13F-HR
Num holdings
513
Total value ($000)
$483,791,592
Net value change ($000)
+14,681,903 (3.1%)
New positions
19
Sold out positions
45
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/14/2023 Next filing: 8/11/2023 SEC filing

Snapshot: Change Analysis

Compared to Q4 2022
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)
LIN 4,181,826 NEW
META 3,869,884 106.0%
MSFT 3,261,787 14.8%
TSLA 3,112,242 52.2%
CRM 2,794,313 1754.4%
TEL 1,957,080 75.1%
Seagen Inc. 1,551,205 166.3%
AAPL 1,433,647 37.3%
VRTX 1,399,143 37.9%
BKNG 1,297,407 34.6%
Top Reduces (Value $000, Stocks/ETFs)
LIN -4,142,508 -100.0%
PFE -3,676,889 -28.0%
CVS -2,843,886 -54.0%
UNH -2,385,619 -14.7%
PIONEER NATURAL RESOURCES CO -2,273,009 -52.1%
ADM -2,249,662 -59.9%
JPM -1,833,662 -25.8%
CI -1,305,657 -46.1%
WFC -1,183,040 -47.3%
LMT -908,337 -17.2%
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