Capital World Investors

Q1 2024 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2024
Date filed
5/14/2024
Form type
13F-HR
Num holdings
517
Total value ($000)
$604,232,755
Net value change ($000)
+41,971,918 (7.5%)
New positions
30
Sold out positions
19
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/13/2024 Next filing: 8/13/2024 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
META 5,127,476 38.1%
NVDA 4,178,648 73.3%
LLY 3,378,604 21.5%
AVGO 3,252,001 10.4%
FLUT 2,880,796 NEW
AMZN 2,586,016 95.4%
SLB 2,189,229 81.5%
GE 2,182,167 3913.3%
VRTX 1,814,753 20.5%
CAT 1,739,950 20.3%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -3,323,960 -32.6%
BA -2,409,443 -53.6%
TEL -2,068,464 -59.9%
PFE -1,865,665 -37.4%
ALNY -1,184,673 -38.3%
UNH -1,184,266 -7.8%
MOS -985,286 -69.4%
BKR -957,022 -37.9%
ADM -950,102 -87.9%
LHX -927,338 -27.4%
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