Capital International Investors
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.0ptsvs SPY
Invested
$853B
Holdings
438
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVGO
BROADCOM INC
Q4 2025: Exited (was 146.48M shares)
6.4%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 47.3% (147.4k → 77.7k shares)
5.0%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 10.5% (204.1k → 182.7k shares)
4.2%
04
$GOOG
ALPHABET INC
Q4 2025: Exited (was 86.25M shares)
3.2%
05
$PM
PHILIP MORRIS INTL INC
Q4 2025: Exited (was 89.15M shares)
2.9%
06
$META
META PLATFORMS INC
Q1 2026: Exited (was 191.9k shares)
2.5%
07
$AAPL
APPLE INC
Q4 2025: Exited (was 56.04M shares)
2.3%
08
$AMZN
AMAZON COM INC
Q1 2026: Sold 77.8% (752.5k → 166.7k shares)
2.2%
09
$GOOGL
ALPHABET INC
Q1 2026: Increased +70.8% (345.9k → 590.6k shares)
1.8%
10
$V
VISA INC
Q1 2026: Increased +57.7% (476.4k → 751.5k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:30 UTC.