Capital Research Global Investors
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ELI LILLY & CO | 0 | 24,566,846 | +24,566,846 | 0 | 26,401,595,560 | +26,401,595,560 |
| APPLIED MATLS INC | 14,877,672 | 32,707,049 | +17,829,377 | 3,046,057,089 | 8,405,458,284 | +5,359,401,195 |
| ALPHABET INC | 50,732,476 | 52,055,304 | +1,322,828 | 12,333,076,388 | 16,293,322,102 | +3,960,245,714 |
| APPLE INC | 45,575,256 | 55,474,240 | +9,898,984 | 11,604,821,918 | 15,081,280,877 | +3,476,458,959 |
| ALPHABET INC | 27,189,906 | 28,116,508 | +926,602 | 6,622,143,091 | 8,822,999,610 | +2,200,856,519 |
| PHILIP MORRIS INTL INC | 0 | 54,559,706 | +54,559,706 | 0 | 8,751,406,722 | +8,751,406,722 |
| CANADIAN NAT RES LTD | 111,264,193 | 146,331,336 | +35,067,143 | 3,557,614,637 | 4,956,203,571 | +1,398,588,934 |
| VERTEX PHARMACEUTICALS INC | 0 | 17,316,344 | +17,316,344 | 0 | 7,850,543,946 | +7,850,543,946 |
| RTX CORPORATION | 0 | 76,140,352 | +76,140,352 | 0 | 13,964,155,021 | +13,964,155,021 |
| NVIDIA CORPORATION | 0 | 171,562,742 | +171,562,742 | 0 | 31,996,598,678 | +31,996,598,678 |
| BROADCOM INC | 87,716,681 | 86,361,719 | -1,354,962 | 28,938,498,097 | 29,890,006,170 | +951,508,073 |
| CARVANA CO | 3,989,809 | 5,700,953 | +1,711,144 | 1,505,185,634 | 2,405,959,407 | +900,773,773 |
| HALLIBURTON CO | 0 | 110,220,971 | +110,220,971 | 0 | 3,114,847,722 | +3,114,847,722 |
| INTEL CORP | 0 | 26,619,928 | +26,619,928 | 0 | 982,278,597 | +982,278,597 |
| CHARTER COMMUNICATIONS INC N | 1,189,287 | 4,815,422 | +3,626,135 | 327,178,800 | 1,005,221,737 | +678,042,937 |
| EXPAND ENERGY CORPORATION | 0 | 21,251,283 | +21,251,283 | 0 | 2,345,303,174 | +2,345,303,174 |
| MEDLINE INC | 0 | 14,784,203 | +14,784,203 | 0 | 620,936,526 | +620,936,526 |
| BOOKING HOLDINGS INC | 58,347 | 171,849 | +113,502 | 315,031,207 | 920,308,105 | +605,276,898 |
| COMCAST CORP NEW | 0 | 55,664,933 | +55,664,933 | 0 | 1,663,824,962 | +1,663,824,962 |
| CORNING INC | 0 | 16,890,802 | +16,890,802 | 0 | 1,478,958,623 | +1,478,958,623 |
| MICRON TECHNOLOGY INC | 0 | 7,599,621 | +7,599,621 | 0 | 2,169,097,140 | +2,169,097,140 |
| FAIR ISAAC CORP | 0 | 305,577 | +305,577 | 0 | 516,614,588 | +516,614,588 |
| WELLS FARGO CO NEW | 0 | 37,421,387 | +37,421,387 | 0 | 3,487,686,998 | +3,487,686,998 |
| UNION PAC CORP | 0 | 10,980,904 | +10,980,904 | 0 | 2,540,105,134 | +2,540,105,134 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 3,215,353 | +3,215,353 | 0 | 976,821,106 | +976,821,106 |
| BLACKSTONE INC | 3,203,634 | 6,381,767 | +3,178,133 | 547,362,752 | 983,690,367 | +436,327,615 |
| VISA INC | 0 | 4,315,877 | +4,315,877 | 0 | 1,513,625,798 | +1,513,625,798 |
| GALAXY DIGITAL INC. | 0 | 18,161,998 | +18,161,998 | 0 | 406,102,275 | +406,102,275 |
| MEDTRONIC PLC | 0 | 34,573,163 | +34,573,163 | 0 | 3,321,100,808 | +3,321,100,808 |
| TRANSDIGM GROUP INC | 0 | 2,476,661 | +2,476,661 | 0 | 3,293,527,397 | +3,293,527,397 |
| BERKSHIRE HATHAWAY INC DEL | 1,297,329 | 2,036,675 | +739,346 | 652,213,944 | 1,023,734,781 | +371,520,837 |
| APOLLO GLOBAL MGMT INC | 9,277,951 | 11,002,773 | +1,724,822 | 1,236,522,075 | 1,592,774,000 | +356,251,925 |
| SALESFORCE INC | 0 | 9,467,811 | +9,467,811 | 0 | 2,508,137,150 | +2,508,137,150 |
| AMPHENOL CORP NEW | 15,523,085 | 16,456,876 | +933,791 | 1,920,981,769 | 2,223,993,946 | +303,012,177 |
| US BANCORP DEL | 0 | 5,554,298 | +5,554,298 | 0 | 296,377,341 | +296,377,341 |
| CENOVUS ENERGY INC | 106,582,971 | 124,313,513 | +17,730,542 | 1,809,758,056 | 2,103,090,250 | +293,332,194 |
| PROLOGIS INC. | 0 | 16,061,390 | +16,061,390 | 0 | 2,050,397,047 | +2,050,397,047 |
| MASTERCARD INCORPORATED | 0 | 10,791,976 | +10,791,976 | 0 | 6,161,003,432 | +6,161,003,432 |
| MARVELL TECHNOLOGY INC | 0 | 4,551,249 | +4,551,249 | 0 | 386,765,131 | +386,765,131 |
| NEXTERA ENERGY INC | 0 | 29,551,715 | +29,551,715 | 0 | 2,372,413,295 | +2,372,413,295 |
| MERCADOLIBRE INC | 0 | 2,225,031 | +2,225,031 | 0 | 4,481,811,506 | +4,481,811,506 |
| EXXON MOBIL CORP | 0 | 33,458,442 | +33,458,442 | 0 | 4,026,395,888 | +4,026,395,888 |
| NEBIUS GROUP N.V. | 0 | 2,767,280 | +2,767,280 | 0 | 231,635,172 | +231,635,172 |
| SMURFIT WESTROCK PLC | 0 | 36,127,677 | +36,127,677 | 0 | 1,397,057,270 | +1,397,057,270 |
| GE HEALTHCARE TECHNOLOGIES I | 0 | 25,362,352 | +25,362,352 | 0 | 2,080,247,908 | +2,080,247,908 |
| AMGEN INC | 4,731,290 | 4,648,155 | -83,135 | 1,335,167,503 | 1,521,390,119 | +186,222,616 |
| LYONDELLBASELL INDUSTRIES N | 0 | 9,159,702 | +9,159,702 | 0 | 396,615,097 | +396,615,097 |
| AMERICAN EXPRESS CO | 4,452,660 | 4,467,637 | +14,977 | 1,479,018,891 | 1,652,810,472 | +173,791,581 |
| SEA LTD | 0 | 4,015,065 | +4,015,065 | 0 | 512,216,438 | +512,216,438 |
| COMPOSECURE INC | 0 | 9,213,355 | +9,213,355 | 0 | 166,827,104 | +166,827,104 |
| NIKE INC | 0 | 2,602,138 | +2,602,138 | 0 | 165,782,083 | +165,782,083 |
| THERMO FISHER SCIENTIFIC INC | 0 | 2,914,901 | +2,914,901 | 0 | 1,689,072,398 | +1,689,072,398 |
| ATI INC | 3,224,970 | 3,611,724 | +386,754 | 262,319,060 | 414,481,446 | +152,162,386 |
| MAKEMYTRIP LIMITED MAURITIUS | 0 | 1,827,439 | +1,827,439 | 0 | 150,069,291 | +150,069,291 |
| DOMINION ENERGY INC | 0 | 59,790,734 | +59,790,734 | 0 | 3,503,142,306 | +3,503,142,306 |
| OMNICOM GROUP INC | 0 | 4,691,101 | +4,691,101 | 0 | 378,806,406 | +378,806,406 |
| FREEPORT-MCMORAN INC | 0 | 35,176,617 | +35,176,617 | 0 | 1,786,639,650 | +1,786,639,650 |
| TOPBUILD CORP | 0 | 3,594,131 | +3,594,131 | 0 | 1,499,500,211 | +1,499,500,211 |
| EQT CORP | 0 | 12,521,749 | +12,521,749 | 0 | 671,170,642 | +671,170,642 |
| TRANE TECHNOLOGIES PLC | 0 | 339,475 | +339,475 | 0 | 132,123,670 | +132,123,670 |
| FRANCO NEV CORP | 0 | 1,277,889 | +1,277,889 | 0 | 264,882,454 | +264,882,454 |
| CHUBB LIMITED | 5,863,462 | 5,686,845 | -176,617 | 1,654,956,657 | 1,774,982,500 | +120,025,843 |
| LKQ CORP | 0 | 3,875,474 | +3,875,474 | 0 | 117,039,315 | +117,039,315 |
| COGNIZANT TECHNOLOGY SOLUTIO | 0 | 6,356,349 | +6,356,349 | 0 | 527,576,967 | +527,576,967 |
| STEEL DYNAMICS INC | 0 | 3,623,054 | +3,623,054 | 0 | 613,926,500 | +613,926,500 |
| LUMENTUM HLDGS INC | 0 | 1,014,460 | +1,014,460 | 0 | 373,919,811 | +373,919,811 |
| TJX COS INC NEW | 0 | 2,951,417 | +2,951,417 | 0 | 453,367,165 | +453,367,165 |
| DIAMONDBACK ENERGY INC | 0 | 4,332,885 | +4,332,885 | 0 | 651,362,602 | +651,362,602 |
| STUBHUB HLDGS INC | 0 | 7,900,000 | +7,900,000 | 0 | 106,887,000 | +106,887,000 |
| AGILYSYS INC | 0 | 882,517 | +882,517 | 0 | 104,878,320 | +104,878,320 |
| Q2 HLDGS INC | 0 | 3,141,044 | +3,141,044 | 0 | 226,657,735 | +226,657,735 |
| SKYWORKS SOLUTIONS INC | 0 | 1,612,979 | +1,612,979 | 0 | 102,278,998 | +102,278,998 |
| LAM RESEARCH CORP | 0 | 2,642,429 | +2,642,429 | 0 | 452,330,996 | +452,330,996 |
| CENCORA INC | 2,661,033 | 2,749,577 | +88,544 | 831,652,643 | 928,669,632 | +97,016,989 |
| CAVA GROUP INC | 6,634,866 | 8,440,040 | +1,805,174 | 400,800,781 | 495,343,748 | +94,542,967 |
| SLB LIMITED | 0 | 10,539,972 | +10,539,972 | 0 | 404,524,125 | +404,524,125 |
| BRITISH AMERN TOB PLC | 22,068,891 | 22,333,402 | +264,511 | 1,171,399,349 | 1,264,512,166 | +93,112,817 |
| CVS HEALTH CORP | 0 | 12,043,423 | +12,043,423 | 0 | 955,766,049 | +955,766,049 |
| OSHKOSH CORP | 0 | 1,193,156 | +1,193,156 | 0 | 149,896,188 | +149,896,188 |
| TORONTO DOMINION BK ONT | 0 | 5,711,002 | +5,711,002 | 0 | 538,233,818 | +538,233,818 |
| SOUTHERN COPPER CORP | 0 | 564,852 | +564,852 | 0 | 81,039,316 | +81,039,316 |
| SANOFI SA | 0 | 1,650,018 | +1,650,018 | 0 | 79,959,872 | +79,959,872 |
| AMAZON COM INC | 94,284,962 | 90,036,034 | -4,248,928 | 20,702,361,639 | 20,782,262,287 | +79,900,648 |
| ALASKA AIR GROUP INC | 1,700,000 | 3,175,350 | +1,475,350 | 84,626,000 | 159,720,105 | +75,094,105 |
| LOUISIANA PAC CORP | 0 | 1,273,497 | +1,273,497 | 0 | 102,847,618 | +102,847,618 |
| ADMA BIOLOGICS INC | 3,253,913 | 6,637,472 | +3,383,559 | 47,702,365 | 121,067,489 | +73,365,124 |
| PACCAR INC | 0 | 6,016,243 | +6,016,243 | 0 | 658,838,771 | +658,838,771 |
| VISTA ENERGY S.A.B. DE C.V. | 0 | 3,335,815 | +3,335,815 | 0 | 162,320,758 | +162,320,758 |
| APPLOVIN CORP | 1,035,293 | 1,209,631 | +174,338 | 743,899,432 | 815,104,898 | +71,205,466 |
| DRAFTKINGS INC NEW | 0 | 6,615,721 | +6,615,721 | 0 | 227,977,746 | +227,977,746 |
| ESAB CORPORATION | 0 | 618,502 | +618,502 | 0 | 69,099,043 | +69,099,043 |
| CITIGROUP INC | 4,551,427 | 4,543,822 | -7,605 | 461,969,841 | 530,218,589 | +68,248,748 |
| UNITY SOFTWARE INC | 0 | 14,057,270 | +14,057,270 | 0 | 620,917,386 | +620,917,386 |
| GFL ENVIRONMENTAL INC | 0 | 21,863,632 | +21,863,632 | 0 | 939,043,172 | +939,043,172 |
| MAGNITE INC | 0 | 12,920,289 | +12,920,289 | 0 | 209,696,290 | +209,696,290 |
| SAIA INC | 0 | 176,035 | +176,035 | 0 | 57,478,948 | +57,478,948 |
| BLACK HILLS CORP | 1,641,122 | 2,275,922 | +634,800 | 101,076,704 | 157,994,505 | +56,917,801 |
| ADVANCED MICRO DEVICES INC | 1,989,503 | 1,758,105 | -231,398 | 321,881,690 | 376,515,767 | +54,634,077 |
| SPROTT INC | 0 | 991,339 | +991,339 | 0 | 97,100,736 | +97,100,736 |
| CASELLA WASTE SYS INC | 2,010,818 | 2,488,034 | +477,216 | 190,786,412 | 243,678,050 | +52,891,638 |