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Book a Diagnostic
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Capital Research Global Investors

The positions Capital Research Global Investors reported on its Form 13F for Q2 2026, the quarter ending 30 Jun 2026, filed on 12 Aug 2026. Every figure below is the filing’s own: US-listed long equity, valued at the quarter end, with the change measured against the same manager’s previous filing.

Reported book
$717bn
+$72.3bn on Q1 2026
Positions
426
7 new, 68 sold out
Top ten weight
37%
Spread across the book
Quarter
Q2 2026
Filed 12 Aug 2026
Read the Q2 2026 filing on sec.gov CIK 0001422848 · Long-only · CA
Reported book by quarter
$0$358bn$717bnQ3 24: $481bn$481bnQ3 24Q4 24: $486bn$486bnQ4 24Q1 25: $460bn$460bnQ1 25Q2 25: $499bn$499bnQ2 25Q3 25: $533bn$533bnQ3 25Q4 25: $542bn$542bnQ4 25Q1 26: $645bn$645bnQ1 26Q2 26: $717bn$717bnQ2 26
Largest positions, share of the book
Broadcom Inc (AVGO): 6.0%Broadcom Inc (AVGO)6.0%Nvidia Corporation (NVDA): 5.7%Nvidia Corporation (NVD…5.7%Microsoft Corp (MSFT): 4.9%Microsoft Corp (MSFT)4.9%Amazon Com Inc (AMZN): 4.0%Amazon Com Inc (AMZN)4.0%Eli Lilly & Co (LLY): 3.5%Eli Lilly & Co (LLY)3.5%Alphabet Inc: 3.1%Alphabet Inc3.1%Meta Platforms Inc (META): 3.1%Meta Platforms Inc (MET…3.1%Apple Inc (AAPL): 2.4%Apple Inc (AAPL)2.4%Applied Matls Inc: 2.2%Applied Matls Inc2.2%Philip Morris Intl Inc: 2.1%Philip Morris Intl Inc2.1%

Opened this quarter

A new position is the clearest thing a filing says. Somebody argued for it recently, and it is the easiest question to be ready for.

  • Space Exploration Techn Corp$1.8bn · 0.2%
  • Alphabet Inc$933m · 0.1%
  • Alphabet Inc$922m · 0.1%
  • Honeywell Intl Inc$739m · 0.1%
  • Honeywell Aerospace Inc (HONA)$730m · 0.1%
  • Motorola Solutions Inc (MSI)$543m · 0.1%
  • Innio NV$340m · 0.0%

Sold out of this quarter

Exits are valued at what the position was worth in the previous filing, because by this one it is gone.

  • Honeywell Intl Inc$1.3bn held before
  • Charter Communications Inc$1.1bn held before
  • Sempra$514m held before
  • Dow HLDGS Inc$381m held before
  • Nebius Group N.v. (NBIS)$348m held before
  • South Bow Corp (SOBO)$342m held before
  • Suncor Energy Inc New (SU)$330m held before
  • Southern Co$252m held before
  • Fifth Third Bancorp$232m held before
  • Paychex Inc (PAYX)$193m held before
  • Berkshire Hathaway Inc Del$165m held before
  • Spotify Technology S A (SPOT)$127m held before
  • and 56 more.

Every reported position, Q2 2026

200 positions, sorted by weight · page 1 of 2

PositionWeight ↑ValueSharesChange on the quarterAction
Takeda Pharmaceutical Co LTD
SPONSORED ADS · CUSIP 874060205
0.0%$309m19,297,680
-$45m
+193,461 shares
Added
Asml HLDG NV
N Y REGISTRY SHS · CUSIP N07059210
0.0%$311m156,338
+$105m
+436 shares
Added
Credo Technology Group Holdi
ORDINARY SHARES · CUSIP G25457105
0.0%$314m1,156,043
+$203m
-26,221 shares
Trimmed
Ciena Corp (CIEN)
COM NEW · CUSIP 171779309
0.0%$322m656,554
-$746m
-2,093,496 shares
Trimmed
Ensign Group Inc (ENSG)
COM · CUSIP 29358P101
0.0%$324m2,019,706
+$41m
+617,598 shares
Added
Franco Nev Corp
COM · CUSIP 351858105
0.0%$333m1,596,170
-$68m
-25,062 shares
Trimmed
American Intl Group Inc
COM NEW · CUSIP 026874784
0.0%$337m4,526,513
-$212m
-2,767,341 shares
Trimmed
Innio NV
ORDINARY SHARES · CUSIP N52A8C105
0.0%$340m8,585,662No earlier filingNew
The Cigna Group (CI)
COM · CUSIP 125523100
0.0%$340m1,234,448
-$12m
-86,948 shares
Trimmed
Ul Solutions Inc (ULS)
CLASS A COM SHS · CUSIP 903731107
0.0%$343m3,367,530
+$30m
-286,408 shares
Trimmed
Palo Alto Networks Inc (PANW)
COM · CUSIP 697435105
0.0%$354m1,037,093
+$39m
-924,106 shares
Trimmed
Cognizant Technology Solutio
CL A · CUSIP 192446102
0.1%$358m9,249,880
-$225m
-261,025 shares
Trimmed
Toronto Dominion BK Ont
COM NEW · CUSIP 891160509
0.1%$360m2,957,960
+$84m
+2,226 shares
Added
Vale S A (VALE)
SPONSORED ADS · CUSIP 91912E105
0.1%$368m24,484,941
+$231m
+15,874,418 shares
Added
Blue Owl Capital Inc
COM CL A · CUSIP 09581B103
0.1%$378m43,196,688
-$152m
-14,879,277 shares
Trimmed
Chevron Corporation (CVX)
COM · CUSIP 166764100
0.1%$386m2,330,961
-$152m
-271,200 shares
Trimmed
United Airls HLDGS Inc
COM · CUSIP 910047109
0.1%$389m2,859,344
+$269m
+1,560,682 shares
Added
Modine MFG Co
COM · CUSIP 607828100
0.1%$396m1,483,974
+$26m
-225,654 shares
Trimmed
Flutter Entmt PLC
SHS · CUSIP G3643J108
0.1%$398m3,895,389
+$900k
+28 shares
Added
Macom Tech Solutions HLDGS I
COM · CUSIP 55405Y100
0.1%$413m1,086,149
+$142m
-136,523 shares
Trimmed
Idexx Labs Inc
COM · CUSIP 45168D104
0.1%$416m789,111
-$24m
+7,766 shares
Added
Public Storage
COM · CUSIP 74460D109
0.1%$424m1,332,781
+$97m
+125,176 shares
Added
Equinix Inc (EQIX)
COM · CUSIP 29444U700
0.1%$426m408,653
-$147m
-176,140 shares
Trimmed
Costco Wholesale Corporation (COST)
COM · CUSIP 22160K105
0.1%$427m456,174
-$178m
-151,046 shares
Trimmed
Sea LTD
SPONSORD ADS · CUSIP 81141R100
0.1%$426m4,448,477
+$239m
+2,180,430 shares
Added
Sysco Corp (SYY)
COM · CUSIP 871829107
0.1%$437m5,227,694
-$196m
-3,648,605 shares
Trimmed
Humana Inc (HUM)
COM · CUSIP 444859102
0.1%$444m1,116,990
+$253m
+17,151 shares
Added
Conocophillips (COP)
COM · CUSIP 20825C104
0.1%$463m4,448,428
-$350m
-1,704,554 shares
Trimmed
Hershey Co (HSY)
COM · CUSIP 427866108
0.1%$474m2,699,237
-$22m
+316,544 shares
Added
Semtech Corp (SMTC)
COM · CUSIP 816850101
0.1%$478m2,954,432
+$159m
-1,197,650 shares
Trimmed
American Tower Corp
COM · CUSIP 03027X100
0.1%$478m2,922,539
-$230m
-1,180,814 shares
Trimmed
Verizon Communications Inc (VZ)
COM · CUSIP 92343V104
0.1%$484m11,426,700
-$102m
-236,031 shares
Trimmed
Omnicom Group Inc (OMC)
COM · CUSIP 681919106
0.1%$490m6,722,774
-$15m
+27,575 shares
Added
Galaxy Digital Inc. (GLXY)
CL A · CUSIP 36317J209
0.1%$501m18,332,069
+$165m
+117,073 shares
Added
Ferguson Enterprises Inc
COMMON STOCK NEW · CUSIP 31488V107
0.1%$502m2,116,289
+$14m
+21,410 shares
Added
Truist Finl Corp
COM · CUSIP 89832Q109
0.1%$507m10,177,539
+$40m
+2,704 shares
Added
Stryker Corporation (SYK)
COM · CUSIP 863667101
0.1%$509m1,617,176
-$1.3bn
-3,995,213 shares
Trimmed
Motorola Solutions Inc (MSI)
COM NEW · CUSIP 620076307
0.1%$543m1,308,049No earlier filingNew
Oneok Inc New (OKE)
COM · CUSIP 682680103
0.1%$550m6,319,376
-$17m
+54,407 shares
Added
US Bancorp
COM NEW · CUSIP 902973304
0.1%$552m9,130,818
-$63m
-2,690,404 shares
Trimmed
Topbuild Cor
COM · CUSIP 89055F103
0.1%$554m1,562,011
-$885m
-2,533,174 shares
Trimmed
Cencora Inc (COR)
COM · CUSIP 03073E105
0.1%$560m1,979,942
-$55m
+20,292 shares
Added
Eldorado Gold Corp New
COM · CUSIP 284902509
0.1%$562m18,068,118
+$206m
+7,686,085 shares
Added
Aurora Innovation Inc
CLASS A COM · CUSIP 051774107
0.1%$566m83,051,619
+$226m
+312,165 shares
Added
Duke Energy Corp New
COM NEW · CUSIP 26441C204
0.1%$570m4,499,424
-$18m
+13,664 shares
Added
Monster Beverage Corp New (MNST)
COM · CUSIP 61174X109
0.1%$575m5,981,701
+$122m
-271,229 shares
Trimmed
Gallagher Arthur J & Co
COM · CUSIP 363576109
0.1%$594m2,585,853
-$52m
-394,278 shares
Trimmed
Entergy Corp New
COM · CUSIP 29364G103
0.1%$602m5,237,094
+$35m
+196,302 shares
Added
Boston Scientific Corp (BSX)
COM · CUSIP 101137107
0.1%$605m14,180,571
+$161m
+7,099,684 shares
Added
Expand Energy Corporation (EXE)
COM · CUSIP 165167735
0.1%$606m6,643,659
-$141m
-155,105 shares
Trimmed
Intuitive Surgical Inc (ISRG)
COM NEW · CUSIP 46120E602
0.1%$617m1,551,664
+$172m
+585,025 shares
Added
Advanced Micro Devices Inc (AMD)
COM · CUSIP 007903107
0.1%$630m1,084,575
+$278m
-646,058 shares
Trimmed
Lockheed Martin Corp (LMT)
COM · CUSIP 539830109
0.1%$631m1,238,537
-$254m
-226,458 shares
Trimmed
Howmet Aerospace Inc (HWM)
COM · CUSIP 443201108
0.1%$656m2,440,644
+$57m
-159,815 shares
Trimmed
Pepsico Inc (PEP)
COM · CUSIP 713448108
0.1%$673m4,969,690
-$95m
+24,405 shares
Added
Accenture PLC Ireland
SHS CLASS A · CUSIP G1151C101
0.1%$681m5,470,184
-$456m
-262,981 shares
Trimmed
Trane Technologies PLC (TT)
SHS · CUSIP G8994E103
0.1%$692m1,408,884
-$85m
-455,917 shares
Trimmed
Fidelity Natl Information SV
COM · CUSIP 31620M106
0.1%$704m18,116,664
-$182m
-785,143 shares
Trimmed
Honeywell Aerospace Inc (HONA)
COM · CUSIP 43849R105
0.1%$730m3,299,870No earlier filingNew
Lam Research Corp (LRCX)
COM NEW · CUSIP 512807306
0.1%$738m1,702,812
+$181m
-901,671 shares
Trimmed
Honeywell Intl Inc
COM · CUSIP 438516205
0.1%$739m3,299,891No earlier filingNew
Lattice Semiconductor Corp (LSCC)
COM · CUSIP 518415104
0.1%$757m4,948,995
+$355m
+612,048 shares
Added
Itau Unibanco HLDG S A
SPON ADR REP PFD · CUSIP 465562106
0.1%$776m94,959,700
+$67m
+10,350,375 shares
Added
Ftai Aviation LTD
SHS · CUSIP G3730V105
0.1%$782m2,891,051
+$79m
+19,764 shares
Added
Berkshire Hathaway Inc Del
CL B NEW · CUSIP 084670702
0.1%$785m1,568,457
-$139m
-360,308 shares
Trimmed
Astrazeneca PLC (AZN)
ORD · CUSIP G0593M107
0.1%$787m4,197,587
-$115m
-413,589 shares
Trimmed
Watsco Inc
COM · CUSIP 942622200
0.1%$793m1,902,230
+$102m
+3,627 shares
Added
Ecolab Inc (ECL)
COM · CUSIP 278865100
0.1%$798m2,863,333
-$20m
-209,097 shares
Trimmed
GFL Environmental Inc (GFL)
SUB VTG SHS · CUSIP 36168Q104
0.1%$806m21,919,416
-$160m
-1,232,564 shares
Trimmed
TJX Cos Inc New
COM · CUSIP 872540109
0.1%$815m5,375,987
-$127m
-521,163 shares
Trimmed
Crowdstrike HLDGS Inc
CL A · CUSIP 22788C105
0.1%$826m1,081,875
+$408m
+12,111 shares
Added
Steel Dynamics Inc (STLD)
COM · CUSIP 858119100
0.1%$835m3,639,878
+$182m
+9,036 shares
Added
Allegro Microsystems Inc (ALGM)
COM · CUSIP 01749D105
0.1%$836m12,006,396
+$444m
-429,162 shares
Trimmed
Oracle Corp
6.5 DEP CUM SR D · CUSIP 68389X204
0.1%$844m18,767,393
+$354m
+7,883,615 shares
Added
Arm Holdings PLC
SPONSORED ADS · CUSIP 042068205
0.1%$851m2,401,422
+$213m
-1,817,307 shares
Trimmed
Shopify Inc (SHOP)
CL A SUB VTG SHS · CUSIP 82509L107
0.1%$855m7,491,701
-$525m
-4,150,231 shares
Trimmed
Public SVC Enterprise Group
COM · CUSIP 744573106
0.1%$870m10,718,961
+$14m
+148,411 shares
Added
Extra Space Storage Inc (EXR)
COM · CUSIP 30225T102
0.1%$915m6,300,111
+$95m
+45,923 shares
Added
Marvell Technology Inc (MRVL)
COM · CUSIP 573874104
0.1%$919m3,085,747
+$484m
-1,312,729 shares
Trimmed
Alphabet Inc
DEP SHS RP1/20 B · CUSIP 02079K602
0.1%$922m18,330,577No earlier filingNew
D R Horton Inc
COM · CUSIP 23331A109
0.1%$926m5,686,635
+$287m
+1,028,889 shares
Added
AT&T Inc
COM · CUSIP 00206R102
0.1%$928m44,833,995
-$857m
-16,738,388 shares
Trimmed
Alphabet Inc
DEP SHS RP1/20 A · CUSIP 02079K404
0.1%$933m18,330,677No earlier filingNew
Tractor Supply Co
COM · CUSIP 892356106
0.1%$949m30,021,332
+$467m
+19,386,692 shares
Added
CSX Corp (CSX)
COM · CUSIP 126408103
0.1%$961m20,221,215
+$154m
+551,295 shares
Added
Applovin Corp (APP)
COM CL A · CUSIP 03831W108
0.1%$982m1,905,302
-$69m
-733,567 shares
Trimmed
Sherwin Williams Co (SHW)
COM · CUSIP 824348106
0.1%$996m2,892,276
-$162m
-720,774 shares
Trimmed
Ati Inc (ATI)
COM · CUSIP 01741R102
0.1%$1.0bn5,093,768
+$108m
-1,066,339 shares
Trimmed
Procter & Gamble Co (PG)
COM · CUSIP 742718109
0.1%$1.0bn6,855,096
-$213m
-1,578,237 shares
Trimmed
Synopsys Inc (SNPS)
COM · CUSIP 871607107
0.1%$1.0bn2,279,877
+$199m
+216,999 shares
Added
Udr Inc (UDR)
COM · CUSIP 902653104
0.1%$1.0bn25,567,641
+$155m
-59,068 shares
Trimmed
Ovintiv Inc (OVV)
COM · CUSIP 69047Q102
0.1%$1.0bn19,445,689
+$706m
+14,084,474 shares
Added
Medtronic PLC (MDT)
SHS · CUSIP G5960L103
0.1%$1.0bn13,261,310
-$2.6bn
-28,665,280 shares
Trimmed
NVR Inc (NVR)
COM · CUSIP 62944T105
0.2%$1.1bn163,844
+$42m
+879 shares
Added
Chubb Limited (CB)
COM · CUSIP H1467J104
0.2%$1.2bn3,522,326
-$852m
-2,775,199 shares
Trimmed
Baker Hughes Company (BKR)
CL A · CUSIP 05722G100
0.2%$1.2bn22,032,387
-$118m
+68,775 shares
Added
Stanley Black & Decker Inc (SWK)
COM · CUSIP 854502101
0.2%$1.2bn13,117,876
+$313m
+141,878 shares
Added
General Dynamics Corp (GD)
COM · CUSIP 369550108
0.2%$1.3bn3,708,400
-$34m
-217,670 shares
Trimmed
Illinois Tool WKS Inc
COM · CUSIP 452308109
0.2%$1.3bn4,879,245
+$81m
+120,954 shares
Added
KKR & Co Inc
COM · CUSIP 48251W104
0.2%$1.3bn14,708,910
-$202m
-2,070,189 shares
Trimmed

Every filing on file

QuarterPeriod endFiledBookPositionsTop 10Filing
Q2 202630 Jun 202612 Aug 2026$717bn42637%13F-HR
Q1 202631 Mar 202613 May 2026$645bn45935%13F-HR
Q4 202531 Dec 202511 Feb 2026$542bn43439%13F-HR
Q3 202530 Sept 202513 Nov 2025$533bn43338%13F-HR
Q2 202530 Jun 202513 Aug 2025$499bn43136%13F-HR
Q1 202531 Mar 202512 May 2025$460bn45631%13F-HR
Q4 202431 Dec 202413 Feb 2025$486bn43833%13F-HR
Q3 202430 Sept 202413 Nov 2024$481bn41532%13F-HR

Taking this into the room

Pick one name from the top of the book and one from the new positions, and know both properly: what the company earns, what it is priced at, and what has to be true for the position to work. That is a conversation. Reciting the whole table is not, and the interviewer wrote it.

A position sold out of is worth as much preparation as one opened. Ask what changed rather than asserting the fund was wrong, and be ready for the answer that the thesis played out and the money went somewhere better.

Compare this against every other manager →How a hedge fund interview runs →

What this filing leaves out

A 13F covers US-listed long equity at one moment in time. Shorts, bonds, cash, private positions and non-US listings never appear, and options are reported in a form that will mislead you if you read them as a position. A long/short manager showing $8bn here may run a book several times that size.

The lag matters too. Positions are as at the quarter end and the filing arrives up to forty-five days later, so what you are reading is at least six weeks old and possibly four months. Phrase it as what the filing showed, not what the fund holds today.

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More