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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 2 of 2

PositionWeight ↑ValueSharesChange on the quarterAction
Visa Inc (V)
COM CL A · CUSIP 92826C839
0.2%$1.4bn4,077,194
-$421m
-1,944,888 shares
Trimmed
Constellation Energy Corp (CEG)
COM · CUSIP 21037T109
0.2%$1.4bn5,750,152
+$90m
+962,158 shares
Added
Cenovus Energy Inc (CVE)
COM · CUSIP 15135U109
0.2%$1.5bn59,770,371
-$1.3bn
-45,475,174 shares
Trimmed
Fair Isaac Corp (FICO)
COM · CUSIP 303250104
0.2%$1.5bn1,296,893
+$354m
+177,436 shares
Added
Blackstone Inc (BX)
COM · CUSIP 09260D107
0.2%$1.6bn13,195,066
-$142m
-1,545,820 shares
Trimmed
Welltower Inc (WELL)
COM · CUSIP 95040Q104
0.2%$1.6bn6,889,084
+$272m
+354,152 shares
Added
Medline Inc (MDLN)
COM CL A · CUSIP 58507V107
0.2%$1.6bn39,963,790
+$546m
+16,802,120 shares
Added
Booking Holdings Inc (BKNG)
COM · CUSIP 09857L108
0.2%$1.6bn8,963,708
+$1.0bn
+8,829,551 shares
Added
Texas Instrs Inc
COM · CUSIP 882508104
0.2%$1.7bn5,652,557
-$45m
-3,258,886 shares
Trimmed
Xpo Inc (XPO)
COM · CUSIP 983793100
0.2%$1.7bn8,271,824
-$167m
-1,316,367 shares
Trimmed
Nextera Energy Inc
COM · CUSIP 65339F101
0.2%$1.8bn20,100,508
-$1.5bn
-15,559,435 shares
Trimmed
Pinnacle West Cap Corp
COM · CUSIP 723484101
0.2%$1.8bn16,494,147
+$109m
+57,253 shares
Added
Space Exploration Techn Corp
CLASS A COM STK · CUSIP 84615Q103
0.2%$1.8bn10,438,223No earlier filingNew
Western Digital Corp (WDC)
COM · CUSIP 958102105
0.3%$1.8bn2,816,570
+$904m
-493,055 shares
Trimmed
Coca Cola Co (KO)
COM · CUSIP 191216100
0.3%$1.8bn22,311,289
-$429m
-7,165,615 shares
Trimmed
Marsh & Mclennan Cos Inc
COM · CUSIP 571748102
0.3%$1.8bn10,973,649
-$131m
-327,539 shares
Trimmed
Salesforce Inc (CRM)
COM · CUSIP 79466L302
0.3%$1.8bn11,742,835
-$719m
-1,962,729 shares
Trimmed
Automatic Data Processing In
COM · CUSIP 053015103
0.3%$1.9bn8,277,905
+$115m
-278,215 shares
Trimmed
British Amern Tob PLC
SPONSORED ADR · CUSIP 110448107
0.3%$1.9bn30,330,845
+$63m
-632,056 shares
Trimmed
PNC Finl SVCS Group Inc
COM · CUSIP 693475105
0.3%$1.9bn7,694,464
+$77m
-1,044,181 shares
Trimmed
Dte Energy Co
COM · CUSIP 233331107
0.3%$1.9bn12,496,338
-$174m
-1,714,887 shares
Trimmed
Nu HLDGS LTD
ORD SHS CL A · CUSIP G6683N103
0.3%$1.9bn142,761,832
+$62m
+14,300,365 shares
Added
Boeing Co
COM · CUSIP 097023105
0.3%$2.0bn9,023,177
+$1.1bn
+4,954,050 shares
Added
Smurfit Westrock PLC (SW)
SHS · CUSIP G8267P108
0.3%$2.0bn42,634,328
+$419m
+3,662,577 shares
Added
Entegris Inc (ENTG)
COM · CUSIP 29362U104
0.3%$2.0bn11,207,917
+$683m
-162,458 shares
Trimmed
Doordash Inc (DASH)
CL A · CUSIP 25809K105
0.3%$2.0bn10,944,937
+$1.3bn
+5,840,368 shares
Added
Danaher Corp Del
COM · CUSIP 235851102
0.3%$2.1bn10,818,030
+$374m
+1,920,257 shares
Added
Ingersoll Rand Inc (IR)
COM · CUSIP 45687V106
0.3%$2.1bn25,215,025
-$293m
-4,254,750 shares
Trimmed
Johnson & Johnson (JNJ)
COM · CUSIP 478160104
0.3%$2.1bn8,164,545
-$63m
-575,443 shares
Trimmed
Thermo Fisher Scientific Inc (TMO)
COM · CUSIP 883556102
0.3%$2.1bn4,147,545
-$90m
-267,076 shares
Trimmed
Affirm HLDGS Inc
COM CL A · CUSIP 00827B106
0.3%$2.1bn26,000,572
+$994m
+1,408,539 shares
Added
Prologis Inc.
COM · CUSIP 74340W103
0.3%$2.2bn15,915,752
-$83m
-1,024,666 shares
Trimmed
United Rentals Inc (URI)
COM · CUSIP 911363109
0.3%$2.2bn1,922,865
+$193m
-802,595 shares
Trimmed
Arista Networks Inc (ANET)
COM SHS · CUSIP 040413205
0.3%$2.2bn13,164,137
+$424m
-1,595,030 shares
Trimmed
Amgen Inc (AMGN)
COM · CUSIP 031162100
0.3%$2.3bn6,272,625
-$176m
-682,720 shares
Trimmed
Waste MGMT Inc Del
COM · CUSIP 94106L109
0.3%$2.3bn10,438,136
+$320m
+1,706,093 shares
Added
Caterpillar Inc (CAT)
COM · CUSIP 149123101
0.3%$2.3bn2,198,729
+$74m
-1,002,120 shares
Trimmed
Xcel Energy Inc
COM · CUSIP 98389B100
0.3%$2.4bn29,301,965
+$188m
+2,043,441 shares
Added
McDonald's Corp (MCD)
COM · CUSIP 580135101
0.3%$2.4bn8,961,454
+$280m
+2,067,217 shares
Added
Gilead Sciences Inc (GILD)
COM · CUSIP 375558103
0.3%$2.5bn19,393,296
-$1.3bn
-7,734,237 shares
Trimmed
CVS Health Corp (CVS)
COM · CUSIP 126650100
0.4%$2.5bn24,329,151
+$1.1bn
+4,316,819 shares
Added
Freeport Mcmoran Inc (FCX)
CL B · CUSIP 35671D857
0.4%$2.6bn41,503,051
+$210m
+661,121 shares
Added
Viking Holdings LTD (VIK)
ORD SHS · CUSIP G93A5A101
0.4%$2.7bn25,523,184
+$1.0bn
+2,837,073 shares
Added
Eog Res Inc
COM · CUSIP 26875P101
0.4%$2.8bn21,516,340
-$976m
-4,540,530 shares
Trimmed
Apollo Global MGMT Inc
COM · CUSIP 03769M106
0.4%$2.8bn23,972,610
-$81m
-2,209,862 shares
Trimmed
Comcast Corp New
CL A · CUSIP 20030N101
0.4%$2.9bn116,113,743
+$279m
+26,539,350 shares
Added
TC Energy Corp
COM · CUSIP 87807B107
0.4%$2.9bn43,524,159
+$75m
-1,323,129 shares
Trimmed
Alnylam Pharmaceuticals Inc (ALNY)
COM · CUSIP 02043Q107
0.4%$2.9bn9,750,699
-$198m
+279,518 shares
Added
Kla Corp (KLAC)
COM NEW · CUSIP 482480100
0.4%$2.9bn9,747,977
+$1.5bn
+8,771,539 shares
Added
International Paper Co
COM · CUSIP 460146103
0.4%$3.0bn78,469,265
+$187m
-26,334 shares
Trimmed
Air Products and Chemicals I
COM · CUSIP 009158106
0.4%$3.1bn10,602,157
+$84m
+191,647 shares
Added
Centerpoint Energy Inc (CNP)
COM · CUSIP 15189T107
0.4%$3.1bn71,382,073
+$25m
-893,811 shares
Trimmed
Abbott Laboratories (ABT)
COM · CUSIP 002824100
0.5%$3.3bn36,908,990
-$1.8bn
-12,866,372 shares
Trimmed
Tesla Inc (TSLA)
COM · CUSIP 88160R101
0.5%$3.6bn8,499,204
+$369m
-125,609 shares
Trimmed
Morgan Stanley
COM NEW · CUSIP 617446448
0.5%$3.8bn18,070,606
+$442m
-2,200,114 shares
Trimmed
Mondelez Intl Inc
CL A · CUSIP 609207105
0.6%$4.0bn69,663,227
+$93m
+1,359,061 shares
Added
Transdigm Group Inc (TDG)
COM · CUSIP 893641100
0.6%$4.2bn3,119,490
+$512m
-24,019 shares
Trimmed
Carvana Co (CVNA)
CL A · CUSIP 146869102
0.6%$4.2bn63,423,386
+$763m
+52,572,881 shares
Added
Seagate Technology Hldngs PL
ORD SHS · CUSIP G7997R103
0.6%$4.2bn4,326,781
+$1.9bn
-1,409,289 shares
Trimmed
Altria Group Inc (MO)
COM · CUSIP 02209S103
0.6%$4.2bn58,653,624
+$2.5bn
+32,973,712 shares
Added
Blackrock Inc (BLK)
COM · CUSIP 09290D101
0.6%$4.3bn4,458,212
-$147m
-152,206 shares
Trimmed
Unitedhealth Group Inc (UNH)
COM · CUSIP 91324P102
0.6%$4.4bn10,534,177
-$251m
-6,578,041 shares
Trimmed
Micron Technology Inc (MU)
COM · CUSIP 595112103
0.6%$4.4bn3,827,473
+$3.0bn
-328,786 shares
Trimmed
Exxon Mobil Corp
COM · CUSIP 30231G102
0.6%$4.6bn33,342,063
-$1.2bn
-359,411 shares
Trimmed
Canadian Nat Res LTD Med Ter
COM · CUSIP 136385101
0.6%$4.6bn116,067,730
-$3.4bn
-48,364,929 shares
Trimmed
Union Pac Corp
COM · CUSIP 907818108
0.6%$4.7bn17,112,417
+$553m
+206,008 shares
Added
Netflix Inc. (NFLX)
COM · CUSIP 64110L106
0.7%$4.9bn68,701,246
-$1.6bn
+655,265 shares
Added
Taiwan Semiconductor Manufac
SPONSORED ADS · CUSIP 874039100
0.7%$5.0bn10,474,198
+$1.6bn
+484,526 shares
Added
Dominion Energy Inc (D)
COM · CUSIP 25746U109
0.7%$5.0bn73,855,890
+$2.0bn
+24,879,843 shares
Added
Amphenol Corp
CL A · CUSIP 032095101
0.7%$5.2bn29,487,845
+$1.8bn
+2,857,216 shares
Added
Mercadolibre Inc (MELI)
COM · CUSIP 58733R102
0.7%$5.3bn3,138,040
+$629m
+420,868 shares
Added
Progressive Corp
COM · CUSIP 743315103
0.8%$5.8bn26,549,107
+$1.3bn
+3,974,965 shares
Added
Oracle Corp
COM · CUSIP 68389X105
0.8%$5.8bn39,746,237
+$1.1bn
+7,606,983 shares
Added
Home Depot Inc (HD)
COM · CUSIP 437076102
0.8%$5.9bn16,802,396
+$997m
+1,816,088 shares
Added
Mastercard Incorporated (MA)
CL A · CUSIP 57636Q104
0.8%$6.0bn11,626,317
-$966m
-2,258,265 shares
Trimmed
Corning Inc
COM · CUSIP 219350105
0.9%$6.3bn24,698,700
+$3.3bn
+2,851,205 shares
Added
Wells Fargo & Co
COM · CUSIP 949746101
0.9%$6.3bn76,395,745
+$510m
+3,502,163 shares
Added
Abbvie Inc (ABBV)
COM · CUSIP 00287Y109
1.1%$7.6bn30,101,551
+$778m
-1,153,235 shares
Trimmed
Carrier Global Corporation (CARR)
COM · CUSIP 14448C104
1.1%$7.8bn106,065,347
+$1.2bn
-10,327,315 shares
Trimmed
Cisco Sys Inc
COM · CUSIP 17275R102
1.1%$7.9bn67,174,294
+$2.9bn
+3,225,190 shares
Added
Linde PLC (LIN)
SHS · CUSIP G54950103
1.3%$9.0bn17,430,716
+$1.1bn
+1,378,782 shares
Added
JPMorgan Chase & Co
COM · CUSIP 46625H100
1.3%$9.1bn27,746,323
+$1.0bn
+332,928 shares
Added
Uber Technologies Inc (UBER)
COM · CUSIP 90353T100
1.3%$9.4bn130,662,156
+$1.1bn
+14,322,517 shares
Added
Vertex Pharmaceuticals Inc
COM · CUSIP 92532F100
1.4%$9.7bn19,490,637
+$248m
-1,635,327 shares
Trimmed
RTX Corporation (RTX)
COM · CUSIP 75513E101
1.4%$9.9bn52,346,255
-$164m
+8,869 shares
Added
Intel Corp (INTC)
COM · CUSIP 458140100
1.4%$10.3bn73,749,883
+$6.9bn
-3,551,980 shares
Trimmed
Royal Caribbean Group
COM · CUSIP V7780T103
1.5%$10.9bn34,256,274
+$3.1bn
+6,000,573 shares
Added
Starbucks Corp (SBUX)
COM · CUSIP 855244109
1.6%$11.2bn109,649,535
+$2.0bn
+7,301,016 shares
Added
Ge Aerospace
COM NEW · CUSIP 369604301
1.6%$11.6bn30,942,708
+$1.7bn
-3,781,920 shares
Trimmed
Alphabet Inc
CAP STK CL C · CUSIP 02079K107
2.1%$15.2bn42,891,466
+$3.6bn
+2,586,116 shares
Added
Philip Morris Intl Inc
COM · CUSIP 718172109
2.1%$15.2bn84,253,663
+$2.0bn
+4,430,638 shares
Added
Applied Matls Inc
COM · CUSIP 038222105
2.2%$16.0bn22,159,097
+$6.0bn
-7,296,327 shares
Trimmed
Apple Inc (AAPL)
COM · CUSIP 037833100
2.4%$17.2bn59,393,712
+$935m
-4,642,016 shares
Trimmed
Meta Platforms Inc (META)
CL A · CUSIP 30303M102
3.1%$22.3bn39,619,778
+$4.6bn
+8,709,803 shares
Added
Alphabet Inc
CAP STK CL A · CUSIP 02079K305
3.1%$22.3bn62,527,250
+$5.8bn
+4,980,503 shares
Added
Eli Lilly & Co (LLY)
COM · CUSIP 532457108
3.5%$25.0bn20,873,140
+$2.4bn
-3,759,507 shares
Trimmed
Amazon Com Inc (AMZN)
COM · CUSIP 023135106
4.0%$28.7bn120,603,873
+$4.1bn
+2,169,606 shares
Added
Microsoft Corp (MSFT)
COM · CUSIP 594918104
4.9%$35.3bn94,750,369
-$225m
-1,342,692 shares
Trimmed
Nvidia Corporation (NVDA)
COM · CUSIP 67066G104
5.7%$40.6bn202,740,420
+$6.9bn
+9,702,720 shares
Added
Broadcom Inc (AVGO)
COM · CUSIP 11135F101
6.0%$42.7bn113,126,312
+$6.8bn
-2,898,986 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