MondegarAI
Capital Group Investment Management Pte. Ltd.

Q4 2025 · 13F-HR

Capital Group Investment Management Pte. Ltd.holdings as filed

Filed 2026-02-11 · accession 0001939970-26-000002

$615.8M
Reported value
139
Positions
2025-12-31
Period end
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The Brief · Capital Group Investment Management Pte. Ltd. · Q4 2025

AI · grounded in 13F

Capital Group Investment Management Pte. Ltd. established a new position in TTE valued at $8.4M. The fund also increased its holdings in AMZN and NVDA by 39.38% and 34.43% respectively. On the sell side, the fund closed its positions in EA and MSI, while trimming its stake in JPM by 54.79%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$39.8M6.46%60,312CommonNONE
594918104MSFTMICROSOFT CORP$35.1M5.69%72,484CommonNONE
11135F101AVGOBROADCOM INC$33.4M5.43%96,567CommonNONE
88160R101TSLATESLA INC$29.5M4.79%65,579CommonNONE
67066G104NVDANVIDIA CORPORATION$25.6M4.16%137,509CommonNONE
532457108LLYELI LILLY & CO$17.4M2.82%16,150CommonNONE
02079K107GOOGALPHABET INC$14.6M2.38%46,627CommonNONE
023135106AMZNAMAZON COM INC$13.8M2.25%59,936CommonNONE
82509L107SHOPSHOPIFY INC$13.7M2.22%84,867CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$11.2M1.82%40,144CommonNONE
02079K305GOOGLALPHABET INC$9.8M1.59%31,266CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$9.5M1.54%20,865CommonNONE
64110L106NFLXNETFLIX INC$9.2M1.49%97,592CommonNONE
92826C839VVISA INC$9.0M1.46%25,575CommonNONE
F92124100TTETOTALENERGIES SE$8.4M1.37%128,903CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$8.1M1.32%14,315CommonNONE
369604301GEGE AEROSPACE$7.7M1.25%24,923CommonNONE
060505104BACBANK AMERICA CORP$7.5M1.22%136,991CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.4M1.20%12,799CommonNONE
79466L302CRMSALESFORCE INC$7.2M1.18%27,366CommonNONE
58733R102MELIMERCADOLIBRE INC$7.1M1.16%3,536CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$7.0M1.13%8,073CommonNONE
D18190898DBDEUTSCHE BANK A G$6.6M1.08%170,510CommonNONE
H1467J104CBCHUBB LIMITED$6.4M1.03%20,368CommonNONE
037833100AAPLAPPLE INC$6.3M1.03%23,291CommonNONE
18915M107NETCLOUDFLARE INC$6.0M0.98%30,683CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$6.0M0.98%10,585CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$5.9M0.96%14,846CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.9M0.95%10,293CommonNONE
89677Q107TCOMTRIP COM GROUP LTD$5.7M0.92%79,189CommonNONE
595112103MUMICRON TECHNOLOGY INC$5.7M0.92%19,907CommonNONE
783513203RYAAYRYANAIR HOLDINGS PLC$5.6M0.91%77,827CommonNONE
172967424CCITIGROUP INC$5.5M0.89%46,861CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$5.4M0.88%16,765CommonNONE
N07059210ASMLASML HOLDING N V$5.4M0.87%5,035CommonNONE
871607107SNPSSYNOPSYS INC$5.1M0.82%10,761CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$4.9M0.80%51,858CommonNONE
855244109SBUXSTARBUCKS CORP$4.8M0.79%57,558CommonNONE
893641100TDGTRANSDIGM GROUP INC$4.8M0.78%3,594CommonNONE
G54950103LINLINDE PLC$4.6M0.74%10,718CommonNONE
07725L102ONCBEONE MEDICINES LTD$4.5M0.73%14,710CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$4.4M0.72%17,071CommonNONE
002824100ABTABBOTT LABS$4.4M0.71%35,137CommonNONE
824348106SHWSHERWIN WILLIAMS CO$4.4M0.71%13,454CommonNONE
81762P102NOWSERVICENOW INC$4.2M0.69%27,621CommonNONE
244199105DEDEERE & CO$4.0M0.66%8,668CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$4.0M0.65%58,966CommonNONE
482480100KLACKLA CORP$3.9M0.63%3,201CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$3.7M0.60%17,169CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$3.6M0.58%671CommonNONE
278865100ECLECOLAB INC$3.6M0.58%13,591CommonNONE
217204106CPRTCOPART INC$3.4M0.56%87,749CommonNONE
G3730V105FTAIFTAI AVIATION LTD$3.4M0.55%17,254CommonNONE
771049103RBLXROBLOX CORP$3.4M0.54%41,408CommonNONE
45687V106IRINGERSOLL RAND INC$3.2M0.52%40,789CommonNONE
78409V104SPGIS&P GLOBAL INC$3.2M0.52%6,111CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$3.2M0.52%2,282CommonNONE
422806109HEIHEICO CORP NEW$2.9M0.48%9,041CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$2.7M0.44%51,092CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$2.6M0.42%15,333CommonNONE
097023105BABOEING CO$2.6M0.42%11,816CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$2.5M0.41%65,513CommonNONE
609207105MDLZMONDELEZ INTL INC$2.5M0.41%46,892CommonNONE
988498101YUMYUM BRANDS INC$2.5M0.40%16,460CommonNONE
95040Q104WELLWELLTOWER INC$2.5M0.40%13,387CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$2.4M0.39%116,927CommonNONE
580135101MCDMCDONALDS CORP$2.4M0.39%7,790CommonNONE
48251W104KKRKKR & CO INC$2.3M0.37%18,109CommonNONE
717081103PFEPFIZER INC$2.3M0.37%91,660CommonNONE
G0403H108AONAON PLC$2.3M0.37%6,439CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$2.2M0.36%2,867CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.2M0.36%2,493CommonNONE
437076102HDHOME DEPOT INC$2.1M0.35%6,242CommonNONE
235851102DHRDANAHER CORPORATION$2.1M0.35%9,345CommonNONE
H11356104BGBUNGE GLOBAL SA$2.1M0.35%23,867CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$2.0M0.33%12,961CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.0M0.32%6,778CommonNONE
22052L104CTVACORTEVA INC$1.9M0.31%28,831CommonNONE
654106103NKENIKE INC$1.9M0.31%30,122CommonNONE
031162100AMGNAMGEN INC$1.9M0.31%5,789CommonNONE
11271J107BNBROOKFIELD CORP$1.9M0.30%40,590CommonNONE
983134107WYNNWYNN RESORTS LTD$1.9M0.30%15,477CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1.9M0.30%13,466CommonNONE
903731107ULSUL SOLUTIONS INC$1.9M0.30%23,516CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.8M0.30%5,915CommonNONE
216648501COOCOOPER COS INC$1.8M0.29%22,080CommonNONE
806857108SLBSLB LIMITED$1.8M0.29%47,105CommonNONE
45073V108ITTITT INC$1.8M0.29%10,321CommonNONE
36828A101GEVGE VERNOVA INC$1.8M0.29%2,721CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$1.8M0.29%33,679CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.8M0.28%8,631CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.7M0.28%5,808CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.7M0.28%2,947CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.7M0.27%33,071CommonNONE
20825C104COPCONOCOPHILLIPS$1.7M0.27%17,684CommonNONE
032095101APHAMPHENOL CORP NEW$1.6M0.26%11,664CommonNONE
452327109ILMNILLUMINA INC$1.6M0.25%11,829CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.4M0.22%8,443CommonNONE
518439104ELLAUDER ESTEE COS INC$1.4M0.22%12,977CommonNONE
75734B100RDDTREDDIT INC$1.4M0.22%5,876CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.3M0.21%16,964CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$1.3M0.21%14,211CommonNONE
816851109SRESEMPRA$1.3M0.21%14,510CommonNONE
60937P106MDBMONGODB INC$1.3M0.21%3,049CommonNONE
00287Y109ABBVABBVIE INC$1.2M0.20%5,452CommonNONE
294429105EFXEQUIFAX INC$1.2M0.20%5,720CommonNONE
G4705A100ICLRICON PLC$1.2M0.19%6,478CommonNONE
191216100KOCOCA COLA CO$1.2M0.19%16,520CommonNONE
458140100INTCINTEL CORP$1.1M0.19%31,009CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.18%2,261CommonNONE
931142103WMTWALMART INC$1.1M0.18%10,083CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.1M0.17%15,526CommonNONE
136375102CNICANADIAN NATL RY CO$1.0M0.17%10,435CommonNONE
29414B104EPAMEPAM SYS INC$1.0M0.17%4,960CommonNONE
91912E105VALEVALE S A$886,4310.14%68,030CommonNONE
88162G103TTEKTETRA TECH INC NEW$868,8870.14%25,906CommonNONE
12572Q105CMECME GROUP INC$841,6330.14%3,082CommonNONE
G25508105CRHCRH PLC$829,1710.13%6,644CommonNONE
025816109AXPAMERICAN EXPRESS CO$815,3700.13%2,204CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$807,3150.13%3,009CommonNONE
983793100XPOXPO INC$785,2880.13%5,778CommonNONE
398438408GRFSGRIFOLS S A$766,2790.12%81,955CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$690,8300.11%1,775CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$657,7980.11%12,195CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$644,4330.10%26,829CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$626,3160.10%3,376CommonNONE
049468101TEAMATLASSIAN CORPORATION$625,8600.10%3,860CommonNONE
04351P101ASNDUSDASCENDIS PHARMA A/S$619,6750.10%2,906CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$613,9150.10%11,707CommonNONE
45104G104IBNICICI BANK LIMITED$611,0490.10%20,505CommonNONE
042068205ARMARM HOLDINGS PLC$598,8000.10%5,478CommonNONE
26603R106DUOLDUOLINGO INC$534,3980.09%3,045CommonNONE
373737105GGBGERDAU SA$432,9510.07%117,331CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$429,5480.07%4,777CommonNONE
83671M105SOBOSOUTH BOW CORP$415,8210.07%15,099CommonNONE
N3167Y103RACEFERRARI N V$340,2360.06%909CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$305,6340.05%1,064CommonNONE
53947R105LOARLOAR HOLDINGS INC$281,7240.05%4,143CommonNONE
366651107ITGARTNER INC$235,8820.04%935CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.