Alan N. Berro

@Capital World Investors

Latest period2024 - Q3

Reported2mo 6d ago

Managed Assets$645.047B

Total holdings534

Assets growth rate5.19%

Assets growth rate (2-Q avg)3.34%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital World Investors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 534 positions.

Assets under management

The assets under management (AUM) of Capital World Investors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 645.047B in assets, with a quarterly growth rate of 5.19% and a 2-quarter average growth rate of 3.34%. The portfolio is managed by Alan N. Berro, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NSANational Storage Affiliates Recent Activity New Position	0.02%	$88.09M 1.828M shares@ $48.2 avg price	New Position
SONYSony Group Corp Recent Activity New Position	0.02%	$75.6M 782,847 shares@ $96.58 avg price	New Position
INTAIntapp Inc Recent Activity New Position	0.01%	$62.472M 1.306M shares@ $47.83 avg price	New Position
DOOOBrp Inc Recent Activity New Position	0.01%	$58.303M 979,641 shares@ $59.52 avg price	New Position
TMETencent Music Entmt Group Recent Activity New Position	0.01%	$56.792M 4.713M shares@ $12.06 avg price	New Position
CUBECubesmart Recent Activity New Position	0.01%	$55.701M 1.035M shares@ $53.83 avg price	New Position
CLSCelestica Inc Recent Activity New Position	0.01%	$47.857M 936,174 shares@ $51.13 avg price	New Position
HRIHerc Hldgs Inc Recent Activity New Position	0.01%	$42.222M 264,833 shares@ $159.43 avg price	New Position
BIDUBaidu Inc Recent Activity New Position	0.01%	$39.849M 378,467 shares@ $105.29 avg price	New Position
OLLIOllies Bargain Outlet Hldgs Recent Activity New Position	0.01%	$38.31M 394,132 shares@ $97.2 avg price	New Position