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Alan N. Berro

@Capital World Investors

Latest period2024 - Q3ReportedManaged Assets$645.047BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TWLOTwilio Inc
Recent Activity
New Position
0.01%
$37.755M
578,882 shares@ $65.22 avg price
FUNSix Flags Entertainment Corp
Recent Activity
New Position
0.01%
$35.397M
878,120 shares@ $40.31 avg price
WHRWhirlpool Corp
Recent Activity
New Position
0.01%
$31.192M
291,517 shares@ $107.0 avg price
FAFirst Advantage Corp New
Recent Activity
New Position
0.01%
$29.953M
1.509M shares@ $19.85 avg price
OSOnestream Inc
Recent Activity
New Position
0.01%
$28.554M
842,300 shares@ $33.9 avg price
ARTVArtiva Biotherapeutics Inc
Recent Activity
New Position
0.01%
$14.143M
915,386 shares@ $15.46 avg price
SPOTSpotify Technology S A
Recent Activity
New Position
0.01%
$7.396M
20,069 shares@ $368.54 avg price
RMAXRe Max Hldgs Inc
Recent Activity
New Position
0.01%
$2.233M
179,372 shares@ $12.45 avg price
VRTVertiv Holdings Co
Recent Activity
New Position
0.01%
$1.061M
10,664 shares@ $99.49 avg price
IWDIshares Tr
Recent Activity
New Position
0.01%
$848,823
4,484 shares@ $189.31 avg price