★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Antique route map of roads converging on a single obelisk crossroads

Compare Managers

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

Capital Research Global Investors ⇄ Capital International Investors

60Shared positions
30.5%Name overlap (Jaccard)
15+Only Capital…
15+Only Capital…

Shared holdings · Q2 2026

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

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%

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%
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