Capital World Investors

Quarters on file

Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.

• Q2 202647 names$47.8B−$479M
• Q1 202651 names$46.0B−$8.7B
• Q4 202549 names$67.3B−$5.7B
• Q3 202543 names$76.6B+$4.7B
• Q2 202544 names$68.9B+$1.8B
• Q1 202542 names$52.6B−$811M
• Q4 202442 names$58.2B−$645M
• Q3 202443 names$55.9B−$1.5B
• Q2 202445 names$57.8B−$6.6B
• Q1 202442 names$64.3B−$2.7B
• Q4 202341 names$60.3B+$2.1B
• Q3 202339 names$47.5B+$1.2B
• Q2 202339 names$50.5B+$1.9B
• Q1 202338 names$41.4B+$1.6B
• Q4 202238 names$32.9B−$910M
• Q3 202236 names$32.8B−$12.0M
• Q2 202234 names$35.4B+$9.2B
• Q1 202233 names$52.5B−$625M
• Q4 202143 names$61.7B+$149M
• Q3 202142 names$55.8B−$1.0B
• Q2 202138 names$55.4B−$2.3B
• Q1 202137 names$50.1B−$1.8B
• Q4 202040 names$52.3B−$839M
• Q3 202038 names$46.4B−$2.9B
• Q2 202034 names$47.1B−$2.8B
• Q1 202032 names$36.2B−$7.8B
• Q4 201935 names$45.3B+$1.9B
• Q3 201933 names$38.4B−$211M
• Q2 201934 names$38.6B−$36.6M
• Q1 201933 names$34.7B+$520M
• Q4 201830 names$28.0B+$1.0B
• Q3 201831 names$31.0B−$11.1B
• Q2 201825 names$37.4B+$349M
• Q1 201824 names$34.4B−$2.0B
• Q4 201721 names$33.9B−$1.0B
• Q3 201721 names$30.9B−$1.2B
• Q2 201720 names$29.8B−$907M
• Q1 201719 names$28.9B−$265M
• Q4 201618 names$27.4B+$36.2M
• Q3 201616 names$25.8B+$726M
• Q2 201617 names$23.0B—

What moved the book

The five software lines with the largest share change this quarter.

• SalesforceCRM+$891M$4.1B
• OracleORCL+$638M$1.8B
• MicrosoftMSFT−$606M$29.1B
• CloudflareNET+$589M$1.7B
• SynopsysSNPS+$323M$2.7B

Software held

• MicrosoftMSFT85,507,261 shares · 57.6% of their software · price +$4.5B$29.1B−$606M
• SalesforceCRM19,242,436 shares · 8.0% of their software · price +$221M$4.1B+$891M
• SynopsysSNPS6,197,508 shares · 5.3% of their software · price +$305M$2.7B+$323M
• Fiserv, Inc.FISV16,391,168 shares · 4.1% of their software · price +$215M$2.1B+$248M
• Uber Technologies, Inc.UBER44,391,153 shares · 3.8% of their software · price +$509M$1.9BFlat
• ShopifySHOP28,222,506 shares · 3.6% of their software · price +$470M$1.8B−$64.8M
• OracleORCL15,057,067 shares · 3.5% of their software · price +$394M$1.8B+$638M
• CloudflareNET26,433,363 shares · 3.4% of their software · price +$98.1M$1.7B+$589M
• ZoomInfoZI35,151,611 shares · 1.8% of their software$892M—
• MongoDBMDB2,065,841 shares · 1.7% of their software · price +$367M$849M−$161M
• Block, Inc.XYZ11,368,613 shares · 1.5% of their software · price −$23.6M$757MFlat
• RingCentralRNG12,380,305 shares · 0.8% of their software · price +$25.5M$405M−$20.7M
• IntuitINTU709,384 shares · 0.6% of their software · price +$8.8M$325MFlat
• PagSeguro Digital Ltd.PAGS24,568,959 shares · 0.5% of their software · price +$21.4M$232MFlat
• AdobeADBE464,760 shares · 0.4% of their software · price +$48.2M$227M+$111M
• DocuSignDOCU4,300,075 shares · 0.4% of their software · price −$31.0M$220M−$10.4M
• DoubleVerifyDV4,978,111 shares · 0.4% of their software · price +$43.7M$194MFlat
• CadenceCDNS665,718 shares · 0.3% of their software · price +$16.3M$156MNew · +$140M
• VeevaVEEV763,953 shares · 0.3% of their software · price +$10.6M$151MNew · +$140M
• monday.comMNDY680,076 shares · 0.2% of their software · price +$19.4M$116MFlat
• Paychex, Inc.PAYX934,672 shares · 0.2% of their software · price −$2.5M$105MFlat
• CrowdStrikeCRWD525,657 shares · 0.2% of their software · price +$5.1M$77.2MFlat
• WorkdayWDAY340,464 shares · 0.2% of their software · price +$6.6M$76.9M+$872K
• Palo Alto NetworksPANW293,840 shares · 0.1% of their software · price +$16.4M$75.1MNew · +$58.7M
• AutodeskADSK334,619 shares · 0.1% of their software · price −$1.2M$68.5MFlat
• Clear Secure, Inc.YOU2,485,767 shares · 0.1% of their software · price −$7.5M$57.6M−$68.4M
• Lyft, Inc.LYFT4,535,000 shares · 0.1% of their software · price +$1.5M$43.5MFlat
• CCC Intelligent Solutions Holdings Inc.CCC3,695,000 shares · 0.1% of their software · price +$8.3M$41.4MFlat
• Endava plcDAVA708,900 shares · 0.1% of their software · price −$10.9M$36.7M+$6.4M
• OktaOKTA500,000 shares · 0.1% of their software · price −$8.4M$34.7MFlat
• BlackLineBL595,000 shares · 0.1% of their software · price −$7.9M$32.0MFlat
• Riskified Ltd.RSKD6,200,000 shares · 0.1% of their software · price −$4.8M$30.1M+$9.9M
• Strategy IncMSTR70,100 shares · 0.0% of their software · price +$3.5M$24.0M−$15.5M
• Clearwater AnalyticsCWAN1,488,780 shares · 0.0% of their software$23.6MNew
• Nayax Ltd.NYAX1,075,000 shares · 0.0% of their software · price +$2.0M$20.3MFlat
• Alarm.com Holdings, Inc.ALRM351,000 shares · 0.0% of their software$18.1M−$26.3M
• SchrödingerSDGR340,000 shares · 0.0% of their software · price +$8.0M$17.0MNew · +$9.0M
• DoximityDOCS489,000 shares · 0.0% of their software · price +$802K$16.6MNew · +$15.8M
• SAPSAP20,341 shares · 0.0% of their software$2.7MFlat