Capital Group Investment Management Pte. Ltd.

CIK: 0001939970SEC EDGAR →

Portfolio Value

$615.0M

Holdings

139

As of

Q4 2025

New Positions

139

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

META PLATFORMS INC

60,312$39.0M
6.34%
2

MICROSOFT CORP

72,484$35.0M
5.69%
3

BROADCOM INC

96,567$33.0M
5.37%
4

TESLA INC

65,579$29.0M
4.72%
5

NVIDIA CORPORATION

137,509$25.0M
4.07%
6

ELI LILLY & CO

16,150$17.0M
2.76%
7

ALPHABET INC

46,627$14.0M
2.28%
8

AMAZON COM INC

59,936$13.0M
2.11%
9

SHOPIFY INC

84,867$13.0M
2.11%
10

ROYAL CARIBBEAN GROUP

40,144$11.0M
1.79%

Quarterly Changes

Top Buys

TTENEW
$8.0M
NFLX↑ Increased
$7.2M
NVDA↑ Increased
$5.9M
LLY↑ Increased
$5.5M
AMZN↑ Increased
$3.6M

Top Sells

JPM↓ Decreased
$6.7M
BKNG↓ Decreased
$4.7M
CARR↓ Decreased
$3.9M
EACLOSED
$3.5M
RBLX↓ Decreased
$3.1M

New Positions (14)

$8.0M · 129K shares
$3.0M · 14K shares
$2.0M · 13K shares
$1.0M · 31K shares
$1.0M · 13K shares
$1.0M · 3K shares
$1.0M · 10K shares
$1.0M · 6K shares
$1.0M · 6K shares
$0 · 2K shares
$0 · 2K shares
$0 · 4K shares
$0 · 935 shares
$0 · 27K shares

Closed Positions (14)

$3.5M · 18K shares
$2.8M · 6K shares
$2.7M · 14K shares
$1.9M · 11K shares
$1.7M · 10K shares
$1.5M · 5K shares
$1.1M · 7K shares
$980K · 20K shares
$948K · 3K shares
$911K · 13K shares
$806K · 15K shares
$333K · 4K shares
$323K · 3K shares
$217K · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Technology25$156.0M28.6%
Consumer Cyclical16$76.0M13.9%
Communication Services7$75.0M13.7%
Healthcare23$74.0M13.6%
Financial Services19$54.0M9.9%
Industrials19$42.0M7.7%
Unknown6$24.0M4.4%
Consumer Defensive8$15.0M2.7%
Basic Materials8$15.0M2.7%
Energy5$11.0M2.0%
Real Estate1$2.0M0.4%
Utilities2$2.0M0.4%