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PRIMECAP MANAGEMENT CO/CA/ 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PRIMECAP MANAGEMENT CO/CA/
报告期 2026-03-31 · CIK 0000763212
持仓数
320
前50大市值合计
$95.97B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 6
增持 29
减持 114
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
FDX
FEDEX CORP
-$1.13B
13,614,482
-1%
减持
BIIB
BIOGEN INC
-$1.10B
16,258,915
-1%
增持
BABA
ALIBABA GROUP HLDG LTD
-$1.06B
16,792,617
+7%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MU
MICRON TECHNOLOGY INC
-$632.3M
43,354,146
-1%
减持
AMGN
AMGEN INC
-$540.7M
16,082,687
-1%
增持
BIDU
BAIDU INC
-$464.8M
9,569,134
+1%
清仓
—
L BRANDS INC
-$458.8M
0
-100%
建仓
BBWI
BATH & BODY WORKS INC
+$382.7M
6,071,005
减持
TSLA
TESLA INC
+$373.0M
4,040,770
-1%
减持
SONY
SONY GROUP CORPORATION
+$339.5M
27,854,987
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$249.4M
4,301,462
-2%
减持
LLY
LILLY ELI & CO
-$238.8M
32,700,986
-4%
增持
—
FIBROGEN INC
-$203.3M
12,791,757
+2%
减持
NVS
NOVARTIS AG
-$200.4M
19,061,650
-1%
减持
ROST
ROSS STORES INC
-$174.2M
11,448,669
-0%
减持
ERIC
ERICSSON
-$166.9M
105,576,247
-2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$165.3M
7,163,033
-2%
减持
GOOGL
ALPHABET INC
+$157.4M
1,245,104
-4%
减持
BNTX
BIONTECH SE
+$148.3M
4,283,358
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$145.4M
18,918,775
-0%
减持
UAL
UNITED AIRLS HLDGS INC
-$141.7M
26,344,133
-1%
增持
RJF
RAYMOND JAMES FINL INC
+$139.9M
9,984,742
+66%
减持
QCOM
QUALCOMM INC
-$124.9M
8,719,049
-0%
建仓
VSXY
VICTORIAS SECRET AND CO
+$124.3M
2,249,832
减持
LUV
SOUTHWEST AIRLS CO
-$122.4M
55,956,764
-1%
减持
OLED
UNIVERSAL DISPLAY CORP
-$121.6M
2,250,899
-1%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$111.6M
17,937,330
-0%
减持
BB
BLACKBERRY LTD
-$107.9M
41,220,822
-1%
减持
—
ACTIVISION BLIZZARD INC
-$101.6M
5,610,000
-0%
减持
CAT
CATERPILLAR INC
-$99.1M
3,515,258
-1%
增持
—
SPLUNK INC
+$92.6M
7,500,661
+9%
减持
HPQ
HP INC
-$91.6M
26,229,385
-2%
增持
—
PLANTRONICS INC NEW
-$91.3M
6,328,150
+4%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$90.2M
30,752,945
-0%
减持
ORCL
ORACLE CORP
+$88.2M
9,952,300
-1%
减持
WHR
WHIRLPOOL CORP
-$86.7M
5,073,595
-1%
减持
MSFT
MICROSOFT CORP
+$86.5M
18,252,455
-2%
减持
BAC
BK OF AMERICA CORP
-$85.2M
37,215,921
-8%
增持
—
HESS CORP
-$82.2M
9,479,875
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$79.8M
3,027,191
-0%
增持
PYPL
PAYPAL HLDGS INC
-$78.9M
2,524,050
+0%
减持
GOOG
ALPHABET INC
+$78.7M
823,917
-2%
减持
MAT
MATTEL INC
-$76.9M
46,271,739
-1%
减持
—
MEDTRONIC PLC
-$75.4M
1,118,340
-36%
减持
UNP
UNION PAC CORP
-$74.5M
3,063,112
-0%
减持
AMAT
APPLIED MATLS INC
-$69.1M
4,544,483
-1%
减持
AMZN
AMAZON COM INC
-$65.1M
397,635
-0%
减持
TMUS
T-MOBILE US INC
-$64.1M
1,156,866
-21%
减持
META
FACEBOOK INC
-$63.2M
1,146,375
-12%
减持
GLW
CORNING INC
-$62.9M
10,622,519
-4%
增持
WFC
WELLS FARGO CO NEW
+$59.6M
49,950,665
+0%
减持
ILMN
ILLUMINA INC
-$59.6M
684,718
-4%
减持
ONC
BEIGENE LTD
+$59.5M
3,811,347
-1%
增持
XPEV
XPENG INC
-$57.8M
6,680,777
+1%
减持
KLAC
KLA CORP
+$50.6M
8,007,534
-1%
减持
TXN
TEXAS INSTRS INC
-$49.4M
19,455,387
-1%
增持
—
EPIZYME INC
-$48.6M
15,310,377
+0%
减持
—
IROBOT CORP
-$47.4M
2,625,813
-3%
减持
—
SEAGEN INC
+$47.3M
4,835,900
-1%
减持
PINS
PINTEREST INC
-$44.6M
1,417,100
-4%
减持
—
CREE INC
-$44.6M
2,546,152
-0%
增持
INTC
INTEL CORP
-$42.5M
35,995,545
+3%
增持
WEX
WEX INC
+$42.1M
1,119,630
+40%
增持
SYY
SYSCO CORP
+$42.0M
1,996,200
+35%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
-$39.8M
6,181,091
+0%
减持
AAL
AMERICAN AIRLS GROUP INC
-$38.4M
42,598,936
-1%
减持
TER
TERADYNE INC
-$37.7M
1,275,300
-3%
减持
KMX
CARMAX INC
-$37.4M
7,378,777
-3%
减持
—
ALKERMES PLC
+$36.9M
6,409,670
-2%
减持
CHGG
CHEGG INC
-$36.4M
1,700,000
-7%
减持
MRSH
MARSH & MCLENNAN COS INC
+$35.8M
6,132,546
-3%
减持
—
TRANSOCEAN LTD
-$35.4M
47,947,006
-0%
增持
CRM
SALESFORCE COM INC
+$34.9M
245,900
+89%
减持
MS
MORGAN STANLEY
+$34.1M
9,814,035
-2%
减持
ALB
ALBEMARLE CORP
+$34.0M
2,863,645
-19%
减持
—
ASML HOLDING N V
+$33.9M
824,779
-2%
减持
INTU
INTUIT
+$33.6M
2,204,706
-7%
减持
—
DISCOVER FINL SVCS
-$33.4M
3,676,437
-10%
减持
—
CAPRI HOLDINGS LIMITED
-$32.8M
3,636,000
-0%
增持
V
VISA INC
-$32.0M
3,730,339
+1%
减持
NTRS
NORTHERN TR CORP
-$31.6M
3,926,837
-0%
减持
—
FLEX LTD
-$31.0M
57,380,450
-2%
减持
NWL
NEWELL BRANDS INC
-$31.0M
5,510,600
-1%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$30.6M
249,170
-15%
减持
ACM
AECOM
-$29.5M
21,284,066
-2%
减持
TJX
TJX COS INC NEW
-$27.6M
14,478,548
-1%
减持
JBLU
JETBLUE AWYS CORP
-$27.4M
15,938,056
-1%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$26.6M
57,091,861
-1%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$26.5M
338,300
减持
DIS
DISNEY WALT CO
-$26.5M
3,627,057
-0%
减持
DAL
DELTA AIR LINES INC DEL
-$24.6M
20,862,908
-1%
减持
ADI
ANALOG DEVICES INC
-$24.5M
4,512,110
-0%
减持
MXL
MAXLINEAR INC
+$24.4M
4,410,022
-3%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$23.8M
394,530
减持
DSGX
DESCARTES SYS GROUP INC
+$23.4M
3,994,865
-8%
减持
RVTY
PERKINELMER INC
+$23.3M
1,563,422
-3%
减持
—
DUPONT DE NEMOURS INC
-$22.0M
2,227,644
-1%
增持
SPHR
MADISON SQUARE GRDN ENTERTNM
+$21.8M
793,101
+86%
减持
A
AGILENT TECHNOLOGIES INC
+$21.4M
2,822,141
-1%
减持
PANW
PALO ALTO NETWORKS INC
+$21.4M
198,444
-0%
减持
—
STRATASYS LTD
-$21.3M
4,249,199
-3%
减持
—
CARNIVAL CORP
-$20.6M
14,553,324
-0%
增持
LUNG
PULMONX CORP
+$20.5M
2,973,691
+52%
减持
JPM
JPMORGAN CHASE & CO
+$19.3M
12,268,504
-4%
减持
LVS
LAS VEGAS SANDS CORP
-$19.1M
1,163,900
-1%
减持
—
ASTRAZENECA PLC
-$18.5M
48,266,250
-1%
增持
XPO
XPO LOGISTICS INC
-$18.4M
338,300
+4%
减持
CTRA
CABOT OIL & GAS CORP
+$18.2M
4,532,750
-2%
减持
—
PIONEER NAT RES CO
+$17.9M
4,830,296
-0%
减持
—
PROS HOLDINGS INC
-$17.7M
1,162,426
-10%
减持
—
GAN LTD
-$17.4M
1,890,785
-32%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
+$17.3M
1,335,620
-1%
减持
EXAS
EXACT SCIENCES CORP
-$17.1M
570,800
-1%
减持
TRMB
TRIMBLE INC
-$17.0M
6,082,340
-4%
减持
DOW
DOW INC
-$16.4M
2,458,825
-2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$16.0M
5,055,262
+0%
建仓
GO
GROCERY OUTLET HLDG CORP
+$15.9M
734,900
减持
CRL
CHARLES RIV LABS INTL INC
+$15.3M
364,820
-0%
减持
—
NUANCE COMMUNICATIONS INC
-$15.0M
5,102,752
-6%
增持
BURL
BURLINGTON STORES INC
-$14.9M
580,150
+4%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$14.4M
772,462
-18%
减持
PGR
PROGRESSIVE CORP
-$14.4M
1,700,590
-1%
减持
—
JACOBS ENGR GROUP INC
-$14.2M
6,896,552
-1%
增持
GKOS
GLAUKOS CORP
-$13.6M
500,200
+13%
增持
RNG
RINGCENTRAL INC
-$13.5M
185,100
+0%
减持
—
NUVASIVE INC
-$13.3M
218,500
-44%
减持
PODD
INSULET CORP
-$12.7M
1,373,350
-6%
减持
—
NEKTAR THERAPEUTICS
+$12.6M
17,979,522
-1%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$12.4M
53,600
+1207%
减持
AME
AMETEK INC
-$12.3M
1,294,340
-0%
减持
ACLS
AXCELIS TECHNOLOGIES INC
+$12.0M
2,228,200
-3%
减持
MDB
MONGODB INC
+$11.9M
134,900
-6%
减持
EOG
EOG RES INC
-$11.5M
3,131,529
-1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$11.5M
3,877,910
+8%
减持
MAR
MARRIOTT INTL INC NEW
+$11.2M
1,015,146
-0%
减持
CW
CURTISS WRIGHT CORP
+$11.2M
1,775,300
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$11.1M
1,490,270
-2%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$11.1M
506,470
+1%
减持
U
UNITY SOFTWARE INC
+$11.0M
690,224
-0%
增持
WDC
WESTERN DIGITAL CORP.
-$10.9M
1,797,667
+14%
增持
ADSK
AUTODESK INC
+$10.9M
660,500
+9%
减持
XNCR
XENCOR INC
-$10.4M
5,275,832
-0%
减持
—
ROYAL CARIBBEAN GROUP
+$10.2M
5,212,111
-2%
减持
ALK
ALASKA AIR GROUP INC
-$10.1M
5,041,897
-0%
减持
XMTR
XOMETRY INC
-$9.8M
285,500
-5%
减持
LASR
NLIGHT INC
-$9.7M
1,184,574
-0%
建仓
INDI
INDIE SEMICONDUCTOR INC
+$9.6M
777,200
减持
AAPL
APPLE INC
+$9.4M
2,324,600
-0%
减持
DE
DEERE & CO
-$9.3M
512,970
-0%
减持
CRNC
CERENCE INC
-$9.2M
658,397
-3%
