Capital Research Global Investors 13F, Q2 2026
Capital Research Global · quarter ending 30 June 2026 · filed 12 August 2026 · SEC CIK 1422848
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 426 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| BROADCOM INC | AVGO | $42.73B | 6.0% | -3% shares |
| NVIDIA CORPORATION | NVDA | $40.56B | 5.7% | +5% shares |
| MICROSOFT CORP | MSFT | $35.34B | 4.9% | unchanged |
| AMAZON COM INC | AMZN | $28.75B | 4.0% | unchanged |
| ELI LILLY & CO | LLY | $25.04B | 3.5% | -15% shares |
| ALPHABET INC | GOOGL | $22.35B | 3.1% | +9% shares |
| META PLATFORMS INC | META | $22.32B | 3.1% | +28% shares |
| APPLE INC | AAPL | $17.18B | 2.4% | -7% shares |
| APPLIED MATLS INC | AMAT | $16.02B | 2.2% | -25% shares |
| PHILIP MORRIS INTL INC | PM | $15.24B | 2.1% | +6% shares |
| ALPHABET INC | GOOG | $15.15B | 2.1% | +6% shares |
| GE AEROSPACE | GE | $11.56B | 1.6% | -11% shares |
| STARBUCKS CORP | SBUX | $11.21B | 1.6% | +7% shares |
| ROYAL CARIBBEAN GROUP | $10.88B | 1.5% | +21% shares | |
| INTEL CORP | INTC | $10.30B | 1.4% | -5% shares |
| RTX CORPORATION | RTX | $9.93B | 1.4% | unchanged |
| VERTEX PHARMACEUTICALS INC | VRTX | $9.68B | 1.4% | -8% shares |
| UBER TECHNOLOGIES INC | UBER | $9.43B | 1.3% | +12% shares |
| JPMORGAN CHASE & CO | JPM | $9.08B | 1.3% | unchanged |
| LINDE PLC | $9.05B | 1.3% | +9% shares | |
| CISCO SYS INC | CSCO | $7.89B | 1.1% | +5% shares |
| CARRIER GLOBAL CORPORATION | CARR | $7.78B | 1.1% | -9% shares |
| ABBVIE INC | ABBV | $7.57B | 1.1% | -4% shares |
| WELLS FARGO & CO | WFC | $6.31B | 0.9% | +5% shares |
| CORNING INC | GLW | $6.31B | 0.9% | +13% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Capital Research Global Investors opened 35 new positions, added to 113, trimmed 198, left 80 unchanged and exited 68. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- SPACE EXPLORATION TECHN CORP$1.78B
- ALPHABET INC$932.85M
- ALPHABET INC$922.03M
- HONEYWELL INTL INC$738.86M
- HONEYWELL AEROSPACE INC$729.53M
- MSI$543.22M
- INNIO NV$339.56M
- CEREBRAS SYSTEMS INC$195.14M
and 27 more
Exited
- HONGBPwas $1.33B
- CHTRwas $1.14B
- SREwas $513.65M
- DOWwas $380.93M
- NEBIUS GROUP N.V.was $348.42M
- SOBOwas $341.95M
- SUwas $330.08M
- SOwas $252.36M
and 60 more
Other quarters
Source: SEC Form 13F-HR, accession 0001422848-26-000094, filed by Capital Research Global Investors. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.