MondegarAI
Capital Group Investment Management Pte. Ltd.

Q2 2025 · 13F-HR

Capital Group Investment Management Pte. Ltd.holdings as filed

Filed 2025-08-13 · accession 0001422848-25-000143

$561.4M
Reported value
144
Positions
2025-06-30
Period end
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The Brief · Capital Group Investment Management Pte. Ltd. · Q2 2025

AI · grounded in 13F

Capital Group Investment Management Pte. Ltd. established a new position in META valued at $40.7M. The fund also initiated new stakes in MSFT for $33.6M and AVGO for $27.8M. Additional new positions include TSLA, NFLX, and NVDA.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$40.7M7.25%55,111CommonNONE
594918104MSFTMICROSOFT CORP$33.6M5.98%67,532CommonNONE
11135F101AVGOBROADCOM INC$27.8M4.95%100,792CommonNONE
88160R101TSLATESLA INC$20.6M3.66%64,711CommonNONE
64110L106NFLXNETFLIX INC$19.4M3.46%14,503CommonNONE
67066G104NVDANVIDIA CORPORATION$17.1M3.04%108,007CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$12.2M2.18%27,499CommonNONE
532457108LLYELI LILLY & CO$12.1M2.16%15,580CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$11.2M1.99%35,642CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$10.7M1.91%37,012CommonNONE
82509L107SHOPSHOPIFY INC$10.1M1.81%87,958CommonNONE
023135106AMZNAMAZON COM INC$9.4M1.68%42,894CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$8.5M1.51%8,574CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$8.3M1.47%1,427CommonNONE
02079K107GOOGALPHABET INC$8.0M1.42%45,012CommonNONE
92826C839VVISA INC$7.7M1.37%21,607CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$7.5M1.34%13,885CommonNONE
58733R102MELIMERCADOLIBRE INC$7.5M1.34%2,868CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$7.3M1.30%99,754CommonNONE
18915M107NETCLOUDFLARE INC$6.5M1.16%33,295CommonNONE
871607107SNPSSYNOPSYS INC$6.3M1.12%12,291CommonNONE
02079K305GOOGLALPHABET INC$6.0M1.07%34,019CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.9M1.05%10,475CommonNONE
H1467J104CBCHUBB LIMITED$5.8M1.04%20,073CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$5.8M1.03%17,738CommonNONE
89677Q107TCOMTRIP COM GROUP LTD$5.4M0.97%92,855CommonNONE
G54950103LINLINDE PLC$5.3M0.94%11,240CommonNONE
369604301GEGE AEROSPACE$5.2M0.93%20,280CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$5.1M0.91%47,494CommonNONE
D18190898DBDEUTSCHE BANK A G$5.1M0.91%172,604CommonNONE
855244109SBUXSTARBUCKS CORP$5.1M0.91%55,569CommonNONE
81762P102NOWSERVICENOW INC$5.1M0.90%4,915CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.1M0.90%12,459CommonNONE
771049103RBLXROBLOX CORP$4.8M0.86%46,068CommonNONE
893641100TDGTRANSDIGM GROUP INC$4.8M0.86%3,172CommonNONE
N07059210ASMLASML HOLDING N V$4.7M0.84%5,876CommonNONE
783513203RYAAYRYANAIR HOLDINGS PLC$4.4M0.78%76,171CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$4.3M0.77%8,652CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$4.2M0.76%14,867CommonNONE
060505104BACBANK AMERICA CORP$4.2M0.74%87,954CommonNONE
002824100ABTABBOTT LABS$4.1M0.72%29,822CommonNONE
172967424CCITIGROUP INC$4.0M0.71%47,094CommonNONE
482480100KLACKLA CORP$4.0M0.71%4,427CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$3.9M0.70%14,679CommonNONE
22052L104CTVACORTEVA INC$3.9M0.69%51,813CommonNONE
824348106SHWSHERWIN WILLIAMS CO$3.8M0.68%11,186CommonNONE
438516106HONHONEYWELL INTL INC$3.8M0.67%16,196CommonNONE
79466L302CRMSALESFORCE INC$3.8M0.67%13,790CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$3.7M0.66%7,065CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$3.7M0.65%11,475CommonNONE
07725L102ONCBEONE MEDICINES LTD$3.4M0.61%14,244CommonNONE
422806109HEIHEICO CORP NEW$3.3M0.59%10,116CommonNONE
443201108HWMHOWMET AEROSPACE INC$3.2M0.57%17,310CommonNONE
285512109EAELECTRONIC ARTS INC$3.2M0.56%19,787CommonNONE
654106103NKENIKE INC$3.1M0.55%43,627CommonNONE
G0403H108AONAON PLC$3.0M0.54%8,454CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$2.9M0.52%44,314CommonNONE
217204106CPRTCOPART INC$2.9M0.52%59,473CommonNONE
12572Q105CMECME GROUP INC$2.8M0.50%10,125CommonNONE
097023105BABOEING CO$2.8M0.49%13,142CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$2.7M0.48%6,369CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.7M0.48%19,573CommonNONE
45687V106IRINGERSOLL RAND INC$2.6M0.47%31,697CommonNONE
235851102DHRDANAHER CORPORATION$2.6M0.47%13,343CommonNONE
78409V104SPGIS&P GLOBAL INC$2.6M0.47%4,983CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$2.6M0.47%60,582CommonNONE
037833100AAPLAPPLE INC$2.6M0.46%12,550CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$2.5M0.45%140,960CommonNONE
806857108SLBSCHLUMBERGER LTD$2.3M0.42%69,237CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.3M0.41%18,817CommonNONE
580135101MCDMCDONALDS CORP$2.2M0.39%7,484CommonNONE
11271J107BNBROOKFIELD CORP$2.1M0.38%34,333CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.1M0.37%33,366CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2.1M0.37%1,752CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$2.1M0.37%37,219CommonNONE
609207105MDLZMONDELEZ INTL INC$2.0M0.36%30,140CommonNONE
437076102HDHOME DEPOT INC$1.9M0.34%5,230CommonNONE
N3167Y103RACEFERRARI N V$1.8M0.32%3,641CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.8M0.31%2,493CommonNONE
09260D107BXBLACKSTONE INC$1.8M0.31%11,754CommonNONE
049468101TEAMATLASSIAN CORPORATION$1.7M0.31%8,528CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.7M0.30%2,229CommonNONE
031162100AMGNAMGEN INC$1.7M0.30%6,066CommonNONE
H11356104BGBUNGE GLOBAL SA$1.6M0.29%20,546CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$1.6M0.29%45,345CommonNONE
816851109SRESEMPRA$1.5M0.27%20,182CommonNONE
988498101YUMYUM BRANDS INC$1.5M0.27%10,250CommonNONE
983134107WYNNWYNN RESORTS LTD$1.4M0.26%15,477CommonNONE
903731107ULSUL SOLUTIONS INC$1.3M0.24%18,523CommonNONE
20825C104COPCONOCOPHILLIPS$1.3M0.24%15,012CommonNONE
87807B107TRPTC ENERGY CORP$1.3M0.23%26,884CommonNONE
717081103PFEPFIZER INC$1.3M0.23%53,333CommonNONE
518439104ELLAUDER ESTEE COS INC$1.3M0.23%15,988CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.3M0.22%7,681CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.3M0.22%4,995CommonNONE
26603R106DUOLDUOLINGO INC$1.2M0.22%3,045CommonNONE
244199105DEDEERE & CO$1.2M0.22%2,402CommonNONE
594972408MSTRMICROSTRATEGY INC$1.2M0.21%2,943CommonNONE
45104G104IBNICICI BANK LIMITED$1.2M0.21%35,025CommonNONE
294429105EFXEQUIFAX INC$1.2M0.21%4,447CommonNONE
452327109ILMNILLUMINA INC$1.1M0.20%11,979CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.19%2,168CommonNONE
682189105ONON SEMICONDUCTOR CORP$1.0M0.19%19,883CommonNONE
36828A101GEVGE VERNOVA INC$1.0M0.18%1,946CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1.0M0.18%4,706CommonNONE
136375102CNICANADIAN NATL RY CO$1.0M0.18%9,778CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM$1.0M0.18%14,211CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$1.0M0.18%11,048CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.0M0.18%3,674CommonNONE
983793100XPOXPO INC$983,6730.18%7,789CommonNONE
45073V108ITTITT INC$983,6380.18%6,272CommonNONE
216648501COOCOOPER COS INC$981,7230.17%13,796CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$980,3510.17%5,178CommonNONE
247361702DALDELTA AIR LINES INC DEL$957,4850.17%19,469CommonNONE
617446448MSMORGAN STANLEY$931,9300.17%6,616CommonNONE
042068205ARMARM HOLDINGS PLC$886,0120.16%5,478CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$880,5790.16%7,406CommonNONE
00287Y109ABBVABBVIE INC$753,0600.13%4,057CommonNONE
398438408GRFSGRIFOLS S A$740,8730.13%81,955CommonNONE
G3730V105FTAIFTAI AVIATION LTD$738,7870.13%6,422CommonNONE
15677J108DAYDAYFORCE INC$732,0900.13%13,217CommonNONE
701094104PHPARKER-HANNIFIN CORP$710,3440.13%1,017CommonNONE
91912E105VALEVALE S A$686,8470.12%70,736CommonNONE
48251W104KKRKKR & CO INC$673,6640.12%5,064CommonNONE
04351P101ASNDUSDASCENDIS PHARMA A/S$670,0330.12%3,882CommonNONE
G25508105CRHCRH PLC$628,1870.11%6,843CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$615,0550.11%13,287CommonNONE
88579Y101MMM3M CO$598,1510.11%3,929CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$590,7330.11%12,145CommonNONE
29414B104EPAMEPAM SYS INC$495,8030.09%2,804CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$435,7100.08%4,777CommonNONE
373737105GGBGERDAU SA$380,0380.07%130,150CommonNONE
00130H105AESAES CORP$353,7460.06%33,626CommonNONE
89400J107TRUTRANSUNION$350,2400.06%3,980CommonNONE
670100205NVONOVO-NORDISK A S$346,4110.06%5,019CommonNONE
191216100KOCOCA COLA CO$331,9590.06%4,692CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$329,3770.06%1,102CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$307,4240.05%3,295CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$281,9930.05%1,537CommonNONE
83671M105SOBOSOUTH BOW CORP$281,5560.05%10,868CommonNONE
68389X105ORCLORACLE CORP$278,7530.05%1,275CommonNONE
98978V103ZTSZOETIS INC$228,3110.04%1,464CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$222,2080.04%915CommonNONE
460146103IPINTERNATIONAL PAPER CO$219,3520.04%4,684CommonNONE

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.