SWStonkWhisper
Whales/Capital Research

Capital Research

asset manager
Portfolio Value
$644.6B
Positions
459
Quarter
2026-03-31
New Positions
67
Exits
42
Portfolio Value History — 8 Quarters
TickerValueShares% of Portfolio
$35.9B116.0M5.6%
$35.6B96.1M5.5%
$33.7B193.0M5.2%
$24.7B118.4M3.8%
$22.7B24.6M3.5%
$17.7B30.9M2.7%
$16.5B57.5M2.6%
$16.3B64.0M2.5%
$13.2B79.8M2.0%
$11.6B40.3M1.8%
$10.1B52.3M1.6%
$10.1B29.5M1.6%
$9.9B34.7M1.5%
$9.4B21.1M1.5%
$9.2B102.3M1.4%
$8.4B116.3M1.3%
$8.1B27.4M1.3%
$8.0B164.4M1.2%
LINDE PLC
$8.0B16.1M1.2%
ROYAL CARI
$7.8B28.3M1.2%
$6.9B13.9M1.1%
$6.8B31.3M1.1%
$6.6B116.4M1.0%
$6.5B68.0M1.0%
$5.8B72.9M0.9%
$5.7B33.7M0.9%
$5.1B49.8M0.8%
$5.0B63.9M0.8%
$4.9B15.0M0.8%
$4.7B32.1M0.7%
$4.7B2.7M0.7%
$4.6B17.1M0.7%
$4.5B22.6M0.7%
$4.4B4.6M0.7%
$4.1B16.9M0.6%
$3.9B68.3M0.6%
$3.8B27.1M0.6%
$3.8B26.1M0.6%
$3.6B3.1M0.6%
MEDTRONIC
$3.6B41.9M0.6%
$3.4B77.3M0.5%
$3.4B10.9M0.5%
$3.4B10.0M0.5%
$3.4B26.6M0.5%
$3.3B20.3M0.5%
$3.3B35.7M0.5%
$3.2B8.6M0.5%
$3.1B9.5M0.5%
$3.1B72.3M0.5%
$3.0B49.0M0.5%
$3.0B10.4M0.5%
$3.0B21.8M0.5%
$2.9B26.2M0.5%
$2.8B44.8M0.4%
$2.8B78.5M0.4%
$2.8B105.2M0.4%
$2.6B89.6M0.4%
$2.6B13.7M0.4%
$2.4B7.0M0.4%
$2.4B40.8M0.4%
$2.4B29.5M0.4%
$2.3B3.2M0.4%
SEAGATE TE
$2.2B5.7M0.3%
$2.2B29.5M0.3%
$2.2B16.9M0.3%
$2.2B56.3M0.3%
$2.2B4.4M0.3%
$2.2B27.3M0.3%
$2.1B6.9M0.3%
$2.1B8.7M0.3%
$2.1B14.2M0.3%
CHUBB LTD
$2.1B6.3M0.3%
$2.0B8.7M0.3%
$2.0B2.7M0.3%
$2.0B11.3M0.3%
$1.9B9.6M0.3%
NU HLDGS L
$1.8B128.5M0.3%
$1.8B5.6M0.3%
$1.8B6.0M0.3%
$1.8B8.7M0.3%
$1.8B14.8M0.3%
$1.8B31.0M0.3%
$1.8B61.6M0.3%
$1.7B8.6M0.3%
$1.7B8.9M0.3%
$1.7B14.7M0.3%
$1.7B25.7M0.3%
$1.7B8.9M0.3%
VIKING HOL
$1.7B22.7M0.3%
$1.7B16.4M0.3%
SMURFIT WE
$1.6B39.0M0.2%
$1.6B16.8M0.2%
$1.5B21.1M0.2%
$1.4B4.1M0.2%
$1.4B20.0M0.2%
$1.4B976.4K0.2%
$1.4B4.2M0.2%
$1.4B11.6M0.2%
$1.3B3.9M0.2%
$1.3B22.0M0.2%
$1.3B4.8M0.2%
$1.3B5.9M0.2%
$1.3B11.4M0.2%
$1.3B6.5M0.2%
$1.2B4.8M0.2%
$1.2B8.4M0.2%
$1.2B1.1M0.2%
$1.2B3.6M0.2%
$1.1B5.3M0.2%
ACCENTURE
$1.1B5.7M0.2%
$1.1B24.6M0.2%
$1.1B163.0K0.2%
$1.1B2.8M0.2%
$1.1B2.6M0.2%
MEDLINE IN
$1.0B23.2M0.2%
$984.8M3.3M0.2%
$965.9M23.2M0.1%
$959.0M3.2M0.1%
$950.4M7.6M0.1%
$941.3M5.9M0.1%
$924.3M1.9M0.1%
$922.0M13.0M0.1%
ASTRAZENEC
$901.8M4.6M0.1%
$896.0M6.2M0.1%
$895.1M3.3M0.1%
$886.7M18.9M0.1%
$885.4M1.5M0.1%
$865.7M25.6M0.1%
$855.7M10.6M0.1%
$830.1M1.2M0.1%
LYONDELLBA
$822.2M10.2M0.1%
$820.1M6.3M0.1%
$817.8M2.1M0.1%
$817.3M3.1M0.1%
$812.2M6.2M0.1%
$809.8M4.1M0.1%
$807.4M19.7M0.1%
TRANE TECH
$777.1M1.9M0.1%
$768.0M4.9M0.1%
$766.4M5.1M0.1%
$746.4M6.8M0.1%
$740.8M4.0M0.1%
$708.9M84.6M0.1%
$708.2M4.1M0.1%
FTAI AVIAT
$703.4M2.9M0.1%
$690.7M1.9M0.1%
$653.6M3.6M0.1%
$645.4M3.0M0.1%
$639.1M4.7M0.1%
$638.1M4.2M0.1%
$633.1M8.9M0.1%
$615.6M2.0M0.1%
$614.8M11.8M0.1%
$606.9M3.1M0.1%
$605.1M607.2K0.1%
$599.2M2.6M0.1%
$587.4M4.5M0.1%
$585.5M11.7M0.1%
$583.5M9.5M0.1%
$573.2M584.8K0.1%
$566.6M6.3M0.1%
$566.4M5.0M0.1%
$564.8M134.2K0.1%
$556.4M2.6M0.1%
$548.9M7.3M0.1%
$538.4M2.6M0.1%
$530.2M58.1M0.1%
$513.6M5.3M0.1%
$504.2M6.7M0.1%
$496.5M6.1M0.1%
$495.3M2.4M0.1%
$490.8M18.0M0.1%
ORACLE COR
$489.9M10.9M0.1%
$488.6M2.1M0.1%
$481.8M10.6M0.1%
$467.5M10.2M0.1%
$453.1M6.3M0.1%
$445.6M966.6K0.1%
$444.3M7.1M0.1%
$439.0M781.3K0.1%
$435.7M4.4M0.1%
$417.6M1.1M0.1%
$402.3M4.3M0.1%
$400.6M1.6M0.1%
FLUTTER EN
$397.1M3.9M0.1%
$392.1M12.4M0.1%
$381.1M1.8M0.1%
$380.9M9.1M0.1%
$373.9M7.1M0.1%
$373.4M531.4K0.1%
$370.5M1.7M0.1%
$369.7M4.8M0.1%
$356.5M10.4M0.1%
$355.2M4.7M0.1%
$353.8M19.1M0.1%
$352.5M1.3M0.1%
$352.1M1.7M0.1%
$350.3M1.7M0.1%
NEBIUS GRO
$348.4M3.4M0.1%
SOUTH BOW
$341.9M10.3M0.1%
$340.9M82.7M0.1%
GALAXY DIG
$336.1M18.2M0.1%
$330.1M5.0M0.1%
$327.2M3.0M0.1%
$327.1M1.2M0.1%
$323.2M2.2M0.1%
$319.3M4.2M0.0%
$318.2M5.4M0.0%
$314.4M2.0M0.0%
UL SOLUTIO
$313.1M3.7M0.0%
$308.9M4.7M0.0%
$304.9M17.4M0.0%
$288.4M1.6M0.0%
$286.3M942.8K0.0%
$282.5M1.4M0.0%
$276.0M3.0M0.0%
$271.5M1.2M0.0%
$253.8M3.9M0.0%
$252.4M2.6M0.0%
$248.0M2.1M0.0%
$232.3M5.0M0.0%
$228.8M4.7M0.0%
NEXTERA EN
$224.1M4.3M0.0%
$221.4M2.9M0.0%
$219.2M1.3M0.0%
$218.6M258.3K0.0%
$217.9M856.1K0.0%
WEATHERFOR
$213.9M2.3M0.0%
$213.8M1.4M0.0%
$211.9M153.6K0.0%
$206.8M2.8M0.0%
BBB FOODS
$206.7M5.8M0.0%
$206.3M477.0K0.0%
$206.0M1.4M0.0%
ASML HLDG
$205.7M155.9K0.0%
$197.7M1.9M0.0%
$197.2M3.5M0.0%
$195.5M1.5M0.0%
$193.4M2.1M0.0%
$192.6M11.3M0.0%
BOEING CO
$190.6M2.9M0.0%
$190.6M1.1M0.0%
$188.8M1.3M0.0%
$187.8M1.4M0.0%
$187.7M2.3M0.0%
$186.1M4.6M0.0%
$185.4M2.5M0.0%
$184.9M2.3M0.0%
$184.7M1.4M0.0%
$183.9M1.3M0.0%
$182.6M2.2M0.0%
FABRINET
$178.5M342.2K0.0%
$176.6M726.4K0.0%
$176.4M4.4M0.0%
$173.8M4.3M0.0%
$172.9M3.9M0.0%
$172.7M936.4K0.0%
$172.0M5.2M0.0%
$171.9M1.4M0.0%
$169.0M811.9K0.0%
$166.6M3.2M0.0%
$166.5M1.4M0.0%
$165.2M2300.0%
$163.0M1.5M0.0%
$161.8M3.3M0.0%
$158.0M2.3M0.0%
$156.4M4.7M0.0%
CREDICORP
$155.8M459.4K0.0%
$154.2M826.8K0.0%
$154.1M1.6M0.0%
$153.2M5.7M0.0%
$153.1M1.1M0.0%
$151.4M604.0K0.0%
$151.1M1.4M0.0%
$145.0M1.1M0.0%
$143.8M1.5M0.0%
$143.6M1.8M0.0%
KKR & CO I
$143.5M3.6M0.0%
$139.4M1.7M0.0%
$137.7M338.0K0.0%
$137.0M8.6M0.0%
$133.9M1.2M0.0%
$130.8M492.8K0.0%
$127.9M14.6M0.0%
SPOTIFY TE
$126.6M261.2K0.0%
$125.9M1.4M0.0%
$123.7M1.5M0.0%
$123.2M5.7M0.0%
FERRARI N
$121.6M359.7K0.0%
$120.1M282.8K0.0%
$119.6M1.3M0.0%
$117.8M580.6K0.0%
COPA HOLDI
$117.2M1.0M0.0%
CHIME FINL
$114.5M6.1M0.0%
$114.3M789.9K0.0%
$113.7M5.3M0.0%
$112.4M5.1M0.0%
$111.1M8.3M0.0%
CREDO TECH
$111.0M1.2M0.0%
$108.3M2.0M0.0%
$107.8M663.7K0.0%
$107.5M385.6K0.0%
PATRIA INV
$107.4M8.5M0.0%
$105.2M559.5K0.0%
$105.0M537.3K0.0%
$104.8M1.6M0.0%
LAZARD INC
$104.4M2.5M0.0%
$104.1M635.1K0.0%
$103.0M322.5K0.0%
$102.7M2.0M0.0%
$102.4M1.4M0.0%
$100.8M11.2M0.0%
$98.9M276.4K0.0%
$97.0M1.1M0.0%
XP INC
$95.2M5.0M0.0%
$93.2M1.5M0.0%
$92.6M707.1K0.0%
$90.2M659.3K0.0%
SOUTHSTATE
$89.6M968.0K0.0%
$89.2M3.5M0.0%
$87.5M1.2M0.0%
$80.3M406.9K0.0%
$80.1M1.7M0.0%
APOLLO GLO
$79.6M1.4M0.0%
$78.8M139.8K0.0%
$78.7M101.9K0.0%
$78.7M813.7K0.0%
$78.7M1.6M0.0%
$77.9M329.6K0.0%
$76.6M1.6M0.0%
$74.9M273.6K0.0%
TE CONNECT
$70.9M339.0K0.0%
$68.8M739.5K0.0%
IREN LIMIT
$67.7M2.0M0.0%
$66.4M321.7K0.0%
$65.8M460.0K0.0%
$65.3M1.1M0.0%
$64.9M455.1K0.0%
$63.9M359.1K0.0%
$63.4M248.6K0.0%
$63.3M3.6M0.0%
$60.1M509.6K0.0%
$59.8M618.5K0.0%
$59.6M5.0M0.0%
VIPER ENER
$58.3M1.2M0.0%
$57.1M162.6K0.0%
$56.7M763.7K0.0%
$56.1M3.1M0.0%
$55.8M4.3M0.0%
$55.0M434.8K0.0%
$54.7M200.6K0.0%
$53.2M423.9K0.0%
$53.0M912.7K0.0%
$53.0M894.7K0.0%
$51.3M250.8K0.0%
$50.8M771.0K0.0%
$50.6M1.0M0.0%
$48.4M13.7M0.0%
$48.3M2.5M0.0%
$47.6M340.5K0.0%
$47.4M178.6K0.0%
SPDR SERIE
$47.3M516.3K0.0%
$43.4M560.4K0.0%
$43.3M398.4K0.0%
VERSANT ME
$43.2M1.2M0.0%
$42.7M515.9K0.0%
$42.1M143.8K0.0%
$39.4M186.5K0.0%
WAYSTAR HL
$38.8M1.6M0.0%
$38.6M1.1M0.0%
$38.5M1.8M0.0%
$38.1M224.3K0.0%
$37.9M794.9K0.0%
$37.6M2.6M0.0%
$37.0M610.8K0.0%
$36.7M115.4K0.0%
$36.6M102.7K0.0%
$35.0M303.4K0.0%
$34.9M119.1K0.0%
$34.8M462.7K0.0%
$33.9M438.9K0.0%
$33.9M1.5M0.0%
$33.6M305.1K0.0%
$33.2M1.1M0.0%
$32.7M925.4K0.0%
$32.3M513.7K0.0%
VIA TRANSN
$32.1M2.1M0.0%
$31.4M815.0K0.0%
$31.3M659.8K0.0%
$31.2M438.7K0.0%
$31.0M329.6K0.0%
STELLANTIS
$30.9M4.4M0.0%
$30.7M1.2M0.0%
$29.7M1.2M0.0%
$27.9M200.0K0.0%
$27.5M1.6M0.0%
$27.1M3.3M0.0%
$26.7M42.2K0.0%
INHIBRX BI
$26.4M392.8K0.0%
PINNACLE F
$26.4M306.3K0.0%
$26.2M1.3M0.0%
$24.3M323.0K0.0%
$24.2M101.1K0.0%
$22.8M313.5K0.0%
$22.8M775.5K0.0%
$22.8M47.0K0.0%
$22.7M86.9K0.0%
WOLFSPEED
$21.9M1.3M0.0%
$21.7M313.3K0.0%
$21.5M85.7K0.0%
$21.1M477.1K0.0%
$20.8M373.1K0.0%
$20.8M70.1K0.0%
$19.7M1.5M0.0%
NETSKOPE I
$19.2M2.3M0.0%
$19.1M176.9K0.0%
CADRE HLDG
$18.0M588.3K0.0%
$17.6M103.0K0.0%
$17.5M475.4K0.0%
$16.9M69.1K0.0%
SIRIUSPOIN
$16.1M748.0K0.0%
$14.2M537.7K0.0%
SAVERS VAL
$13.2M1.8M0.0%
$12.6M15.3K0.0%
BIOHAVEN L
$11.3M1.3M0.0%
$10.4M66.2K0.0%
$9.9M105.9K0.0%
$9.7M151.1K0.0%
WOLFSPEED
$9.7M6.8M0.0%
SOLSTICE A
$8.6M112.7K0.0%
$8.1M1.2M0.0%
$6.8M304.0K0.0%
$6.5M127.4K0.0%
$5.9M60.5K0.0%
ESTABLISHM
$5.8M102.9K0.0%
$5.7M23.2K0.0%
QIAGEN NV
$4.7M120.0K0.0%
BITDEER TE
$4.6M536.0K0.0%
$4.5M42.5K0.0%
$4.4M216.5K0.0%
$3.5M98.9K0.0%
$2.9M20.0K0.0%
JBS N.V.
$2.5M144.3K0.0%
$2.1M192.6K0.0%
$1.9M14.4K0.0%
$1.7M8.0K0.0%
$1.7M28.8K0.0%
$1.1M25.2K0.0%
TOTALENERG
$1.1M11.6K0.0%
$1.1M6.4K0.0%
$917K10.5K0.0%
$755K5.3K0.0%
CAPITAL GR
$558K14.5K0.0%
$508K1.2K0.0%
$462K1.3K0.0%
$287K11.4K
$282K647
$226K3.0K
$215K740

Filing History

QuarterFiledPortfolio ValuePositionsSEC Filing
2026-03-312026-05-13$644.6B459View on EDGAR
2025-12-312026-02-11$541.7B434View on EDGAR
2025-09-302025-11-13$533.0B433View on EDGAR
2025-06-302025-08-13$499.5B431View on EDGAR
2025-03-312025-05-12$459.9B456View on EDGAR
2024-12-312025-02-13$486.4B438View on EDGAR
2024-09-302024-11-13$481.1B415View on EDGAR
2024-06-302024-08-13$455.7B414View on EDGAR