Filing analysis
Capital International Investors
13F-HR · period Q2 2026 · filed Aug 12, 2026
$483.61BReported 13F value
446Positions
2Other managers included
+47New
205Increased
180Reduced
−41Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| CSCO Cisco Systems, Inc. | $2.66B | 0.6% |
| COHR Coherent, Inc. | $1.42B | 0.3% |
| WDC Western Digital Corporation | $1.15B | 0.2% |
| GOOGN Alphabet Inc. Depository Shs… | $1.04B | 0.2% |
| GOOGM Alphabet Inc. Depository Shs… | $1.02B | 0.2% |
| STX Seagate Technology Holdings… | $995.93M | 0.2% |
| WSE Wise Group plc Class A… | $551.72M | 0.1% |
| AUR Aurora Innovation, Inc. | $529.49M | 0.1% |
| HOOD Robinhood Markets, Inc. | $513.14M | 0.1% |
| CMS CMS Energy Corporation | $405.65M | 0.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▲ Add | +16.3% | $11.98B |
| KLAC KLA Corporation | ▲ Add | +30.3% ✂ | $10.71B |
| INTC Intel Corp. | ▲ Add | +437.1% | $5.38B |
| AVGO Broadcom Inc. | ▼ Trim | -2.6% | $30.90B |
| APH Amphenol Corporation | ▲ Add | +21.8% | $7.59B |
| DE Deere & Company | ▲ Add | +276.3% | $4.07B |
| ASML ASML Holding N.V. | ▲ Add | +38.0% | $4.80B |
| AMGN Amgen Inc. | ▼ Trim | -76.6% | $604.01M |
| WELL Welltower Inc. | ▲ Add | +10.3% | $8.97B |
| MRK Merck & Co., Inc. | ▲ Add | +1668.0% | $1.98B |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.