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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Capital International Investors ⇄ Capital Research Global Investors

60Shared positions
30.3%Name overlap (Jaccard)
15+Only Capital…
15+Only Capital…

Shared holdings · Q2 2026

SecurityCapital… weightCapital Research… weight
AVGO Broadcom Inc. 6.4% 6.0%
NVDA NVIDIA Corporation 3.8% 5.7%
MSFT Microsoft Corporation 4.1% 4.9%
AMZN Amazon.com, Inc. 2.1% 4.0%
META Meta Platforms, Inc. 2.2% 3.1%
GOOG Alphabet Inc. 3.1% 2.1%
LLY Eli Lilly and Company 1.4% 3.5%
PM Philip Morris… 2.7% 2.1%
AAPL Apple Inc. 2.2% 2.4%
GOOGL Alphabet Inc. 1.5% 3.1%
RCL Royal Caribbean Cruises… 1.6% 1.5%
MU Micron Technology, Inc. 2.5% 0.6%
GE GE Aerospace 1.4% 1.6%
KLAC KLA Corporation 2.2% 0.4%
INTC Intel Corp. 1.1% 1.4%
AMAT Applied Materials, Inc. 0.3% 2.2%
APH Amphenol Corporation 1.6% 0.7%
RTX RTX Corporation 0.9% 1.4%
JPM JPMorgan Chase & Co. 0.9% 1.3%
WELL Welltower Inc. 1.9% 0.2%
MA Mastercard Incorporated 1.2% 0.8%
TDG TransDigm Group… 1.4% 0.6%
V Visa Inc. 1.7% 0.2%
SBUX Starbucks Corporation 0.3% 1.6%
ABBV AbbVie Inc. 0.8% 1.1%
TSM Taiwan Semiconductor… 1.1% 0.7%
VRTX Vertex Pharmaceuticals… 0.5% 1.4%
LIN Linde plc 0.5% 1.3%
CSCO Cisco Systems, Inc. 0.6% 1.1%
AZN AstraZeneca PLC 1.3% 0.1%
SHOP Shopify Inc. 1.3% 0.1%
MELI MercadoLibre, Inc. 0.7% 0.7%
UNH UnitedHealth Group… 0.7% 0.6%
WFC Wells Fargo & Company 0.3% 0.9%
MDLZ Mondelez International… 0.6% 0.6%
PGR The Progressive… 0.3% 0.8%
ABT Abbott Laboratories 0.7% 0.5%
CARR Carrier Global Corporation 0.0% 1.1%
XONA.DE Exxon Mobil Corporation 0.5% 0.6%
ASML ASML Holding N.V. 1.0% 0.0%
TFC Truist Financial… 1.0% 0.1%
APD Air Products and… 0.6% 0.4%
HD The Home Depot, Inc. 0.1% 0.8%
BLK BlackRock, Inc. 0.3% 0.6%
CVNA Carvana Co. 0.3% 0.6%
DHR Danaher Corporation 0.6% 0.3%
BTI British American Tobacco… 0.6% 0.3%
KKR KKR & Co. Inc. 0.7% 0.2%
CEG Constellation Energy… 0.7% 0.2%
CNP CenterPoint Energy, Inc. 0.4% 0.4%
UNP Union Pacific Corporation 0.2% 0.6%
FTAI FTAI Aviation Ltd. 0.7% 0.1%
MS Morgan Stanley 0.3% 0.5%
MRSH Marsh & McLennan… 0.5% 0.3%
STX Seagate Technology… 0.2% 0.6%
TTE TotalEnergies SE 0.8% 0.0%
NFLX Netflix, Inc. 0.0% 0.7%
CNQ Canadian Natural… 0.1% 0.6%
COP ConocoPhillips 0.6% 0.1%
PSA Public Storage 0.6% 0.1%

Distinctively Capital International…

DE Deere & Company 0.8%
PAYX Paychex, Inc. 0.6%
NET Cloudflare, Inc. 0.6%
B Barrick Mining… 0.5%
RYAAY Ryanair Holdings plc 0.4%
RPRX Royalty Pharma plc 0.4%
MTD Mettler-Toledo… 0.4%
DAL Delta Air Lines, Inc. 0.4%
CDNS Cadence Design… 0.4%
BURL Burlington Stores… 0.4%
CGHM Capital Group… 0.3%
CGCP Capital Group Core… 0.3%
COHR Coherent, Inc. 0.3%
LII Lennox International… 0.3%
CGMU Capital Group… 0.3%

Distinctively Capital Research…

UBER Uber Technologies… 1.3%
GLW Corning Inc 0.9%
ORCL Oracle Corporation 0.8%
D Dominion Energy, Inc. 0.7%
MO Altria Group, Inc. 0.6%
ALNY Alnylam… 0.4%
VIK Viking Holdings Ltd 0.4%
GILD Gilead Sciences, Inc. 0.3%
XEL Xcel Energy Inc. 0.3%
BA The Boeing Company 0.3%
AFRM Affirm Holdings, Inc. 0.3%
DASH DoorDash, Inc. 0.3%
ENTG Entegris, Inc. 0.3%
SW Smurfit Westrock plc 0.3%
DTE DTE Energy Company 0.3%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology