Style
GrowthTurnover
Orientation
Concentrated traderCapital International Investors demonstrates a long-term, high-conviction growth-oriented philosophy, with top holdings concentrated in large-cap technology leaders such as Broadcom, Microsoft, and NVIDIA, which together represent nearly 15% of the portfolio. The portfolio’s sector allocation is heavily skewed toward Technology at 26.6%, followed by Industrials at 12.0%, reflecting a strategic tilt toward innovation and cyclical growth. With assets under management declining from $638.0B in Q4 2025 to $426.5B in Q1 2026, the manager has reduced position count from 454 to 438, suggesting disciplined risk management and deliberate retrenchment rather than overt diversification. The inclusion of Philip Morris, Welltower, and AstraZeneca further indicates a balanced approach, blending defensive and secular growth themes to mitigate volatility while maintaining concentrated exposure to dominant market leaders.
| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Broadcom Inc(AVGO) | 81,822,766 | $30.9B | 6.39% |
| 2 | Microsoft Corp(MSFT) | 53,774,299 | $20.1B | 4.15% |
| 3 | Nvidia Corporation(NVDA) | 92,952,010 | $18.6B | 3.85% |
| 4 | Alphabet Inc(GOOG) | 42,042,459 | $14.9B | 3.07% |
Latest filing, equity positions only
| 5 |
| Philip Morris Intl Inc(PM) |
| 72,252,261 |
| $13.1B |
| 2.70% |
| 6 | Micron Technology Inc(MU) | 10,384,128 | $12.0B | 2.48% |
| 7 | Apple Inc(AAPL) | 37,238,709 | $10.8B | 2.23% |
| 8 | KLA Corp(KLAC) | 35,558,216 | $10.7B | 2.21% |
| 9 | Meta Platforms Inc(META) | 18,612,353 | $10.5B | 2.17% |
| 10 | Amazon COM Inc(AMZN) | 43,113,914 | $10.3B | 2.13% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 26.75% | 32.05% | +5.3% |
| Industrials | 12.03% | 10.85% | -1.18% |
| Communication Services | 8.75% | 7.79% | -0.96% |
| Energy | 3.02% | 2.18% | -0.84% |
| Consumer Cyclical | 7.09% | 6.3% | -0.79% |
| Financial Services | 10.94% | 10.24% | -0.7% |
| Healthcare | 10.06% | 9.56% | -0.5% |
| Consumer Defensive | 5.28% | 4.88% | -0.4% |
| Unclassified | 9.41% | 9.8% | +0.39% |
| Utilities | 2.23% | 1.88% | -0.35% |
| Real Estate | 2.64% | 2.9% | +0.26% |
| Basic Materials | 1.82% | 1.57% | -0.25% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 46.44% | 48.48% | +2.04% |
| Large Cap | 41.88% | 39.29% | -2.59% |
| Unclassified | 9.41% | 9.8% | +0.39% |
| Mid Cap | 2.1% | 2.27% | +0.17% |
| Small Cap | 0.16% | 0.16% | 0% |
| Micro Cap | 0% | 0% | 0% |
Quarter-over-quarter position changes