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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 6
增持 28
减持 115
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
BIIB
BIOGEN INC
-$820.6M
15,757,405
-3%
减持
MU
MICRON TECHNOLOGY INC
+$761.5M
41,210,676
-5%
减持
MSFT
MICROSOFT CORP
+$661.7M
17,267,545
-5%
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
KLAC
KLA CORP
+$660.8M
7,764,174
-3%
减持
LLY
LILLY ELI & CO
+$645.6M
29,690,681
-9%
减持
TSLA
TESLA INC
+$634.8M
3,565,840
-12%
减持
LUV
SOUTHWEST AIRLS CO
-$552.1M
54,290,429
-3%
减持
FDX
FEDEX CORP
+$427.4M
13,195,532
-3%
增持
BABA
ALIBABA GROUP HLDG LTD
-$421.1M
17,384,317
+4%
减持
ONC
BEIGENE LTD
-$376.3M
3,717,507
-2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$358.2M
6,640,698
-7%
减持
TXN
TEXAS INSTRS INC
-$289.1M
18,307,352
-6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$281.5M
4,105,102
-5%
减持
SCHW
SCHWAB CHARLES CORP
+$263.9M
28,312,764
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$259.4M
22,114,455
+17%
建仓
—
WOLFSPEED INC
+$246.4M
2,204,652
减持
HPQ
HP INC
+$240.1M
25,424,525
-3%
减持
ACM
AECOM
+$237.7M
20,450,396
-4%
减持
SONY
SONY GROUP CORPORATION
+$234.5M
26,223,575
-6%
增持
—
SPLUNK INC
-$209.5M
7,569,051
+1%
清仓
—
CREE INC
-$205.6M
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$197.3M
2,436,400
-3%
减持
QCOM
QUALCOMM INC
+$195.6M
7,219,129
-17%
减持
JPM
JPMORGAN CHASE & CO
-$191.9M
11,470,229
-7%
减持
NTAP
NETAPP INC
-$188.8M
18,267,904
-12%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$186.7M
17,804,780
-1%
减持
—
ASTRAZENECA PLC
-$179.1M
46,690,500
-3%
减持
NVDA
NVIDIA CORPORATION
+$178.7M
3,846,090
-16%
减持
UNP
UNION PAC CORP
+$145.9M
2,962,412
-3%
减持
UAL
UNITED AIRLS HLDGS INC
-$142.2M
25,375,838
-4%
减持
WHR
WHIRLPOOL CORP
+$141.3M
5,009,775
-1%
减持
AAL
AMERICAN AIRLS GROUP INC
-$139.6M
40,897,051
-4%
减持
INTU
INTUIT
+$138.9M
2,065,106
-6%
减持
AMGN
AMGEN INC
+$129.2M
15,776,155
-2%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$124.8M
30,158,966
-2%
减持
MAT
MATTEL INC
+$124.1M
45,587,519
-1%
减持
TJX
TJX COS INC NEW
+$123.1M
14,204,848
-2%
减持
DAL
DELTA AIR LINES INC DEL
-$121.8M
19,631,738
-6%
建仓
AUR
AURORA INNOVATION INC
+$115.8M
10,279,870
增持
INTC
INTEL CORP
+$111.3M
39,401,295
+9%
增持
RJF
RAYMOND JAMES FINL INC
+$109.2M
10,264,364
+3%
增持
XPEV
XPENG INC
+$103.2M
6,767,487
+1%
减持
—
SEAGEN INC
-$102.7M
4,647,090
-4%
减持
AMAT
APPLIED MATLS INC
+$100.4M
4,355,583
-4%
减持
BSX
BOSTON SCIENTIFIC CORP
-$99.3M
38,118,619
-4%
减持
MS
MORGAN STANLEY
-$90.9M
8,802,831
-10%
减持
BNTX
BIONTECH SE
-$89.9M
4,187,118
-2%
减持
MXL
MAXLINEAR INC
+$89.1M
4,062,272
-8%
减持
—
NEKTAR THERAPEUTICS
-$87.7M
17,412,422
-3%
减持
ERIC
ERICSSON
-$82.5M
101,196,127
-4%
减持
BAC
BK OF AMERICA CORP
-$79.2M
33,730,141
-9%
减持
AAPL
APPLE INC
+$78.0M
2,291,600
-1%
减持
DIS
DISNEY WALT CO
-$77.9M
3,458,667
-5%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$75.6M
56,384,271
-1%
减持
—
ROYAL CARIBBEAN GROUP
-$74.3M
5,062,611
-3%
减持
—
CARNIVAL CORP
-$73.1M
14,458,024
-1%
减持
—
ACTIVISION BLIZZARD INC
-$72.7M
5,433,000
-3%
减持
CVS
CVS HEALTH CORP
+$72.0M
4,263,235
-2%
减持
ABT
ABBOTT LABS
+$70.6M
5,370,433
-7%
减持
CHGG
CHEGG INC
-$69.6M
1,499,000
-12%
减持
—
PIONEER NAT RES CO
+$67.2M
4,791,846
-1%
增持
DLTR
DOLLAR TREE INC
+$67.1M
1,489,475
+0%
减持
WFC
WELLS FARGO CO NEW
+$66.3M
49,697,175
-1%
减持
C
CITIGROUP INC
-$60.4M
4,585,946
-5%
减持
LYFT
LYFT INC
-$58.5M
4,704,201
-3%
增持
NTRS
NORTHERN TR CORP
+$57.2M
4,017,342
+2%
减持
GOOG
ALPHABET INC
+$56.9M
778,572
-6%
减持
—
ALKERMES PLC
-$56.4M
6,075,180
-5%
减持
KMX
CARMAX INC
-$55.0M
6,827,663
-7%
增持
—
LIVANOVA PLC
+$54.6M
4,415,445
+6%
增持
—
FIBROGEN INC
+$52.4M
12,989,123
+2%
减持
PODD
INSULET CORP
-$51.7M
1,272,860
-7%
增持
LUNG
PULMONX CORP
+$51.6M
4,943,891
+66%
减持
ACLS
AXCELIS TECHNOLOGIES INC
+$51.4M
2,094,870
-6%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$50.7M
4,068,620
+5%
减持
—
TRANSOCEAN LTD
-$50.6M
47,524,006
-1%
减持
—
DISCOVER FINL SVCS
-$49.8M
3,477,659
-5%
减持
TER
TERADYNE INC
+$49.6M
1,154,430
-9%
增持
BIDU
BAIDU INC
-$47.4M
9,569,669
+0%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$47.1M
454,700
减持
UPS
UNITED PARCEL SERVICE INC
+$47.1M
2,791,591
-8%
减持
ALK
ALASKA AIR GROUP INC
-$46.9M
4,771,197
-5%
减持
—
IROBOT CORP
-$46.6M
2,421,043
-8%
增持
FCX
FREEPORT-MCMORAN INC
+$45.0M
3,970,275
+7%
减持
MRSH
MARSH & MCLENNAN COS INC
+$45.0M
5,601,471
-9%
减持
ROST
ROSS STORES INC
+$43.7M
11,286,899
-1%
减持
—
NUANCE COMMUNICATIONS INC
-$42.2M
4,314,961
-15%
减持
—
HESS CORP
-$41.8M
9,437,505
-0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$40.2M
1,380,220
-7%
增持
—
EPIZYME INC
-$40.0M
15,366,477
+0%
减持
CME
CME GROUP INC
+$39.4M
1,168,230
-1%
减持
TXT
TEXTRON INC
+$37.7M
5,912,130
-1%
减持
HUBS
HUBSPOT INC
-$37.4M
166,800
-23%
建仓
—
PERIMETER SOLUTIONS SA
+$36.1M
2,601,381
减持
BBWI
BATH & BODY WORKS INC
+$36.1M
6,000,385
-1%
减持
GOOGL
ALPHABET INC
+$33.9M
1,160,739
-7%
减持
—
CAPRI HOLDINGS LIMITED
+$33.9M
3,233,471
-11%
减持
JBL
JABIL INC
+$33.7M
3,609,800
-4%
减持
ADI
ANALOG DEVICES INC
+$30.6M
4,473,170
-1%
减持
NVS
NOVARTIS AG
+$30.1M
18,165,590
-5%
增持
WDC
WESTERN DIGITAL CORP.
+$29.6M
2,009,947
+12%
减持
RVTY
PERKINELMER INC
+$29.4M
1,493,735
-4%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$29.1M
1,039,035
-1%
减持
BB
BLACKBERRY LTD
-$27.8M
39,918,252
-3%
减持
XNCR
XENCOR INC
+$27.8M
4,987,822
-5%
减持
—
PROS HOLDINGS INC
-$27.7M
391,630
-66%
减持
DSGX
DESCARTES SYS GROUP INC
-$26.3M
3,608,106
-10%
减持
EW
EDWARDS LIFESCIENCES CORP
+$26.2M
2,188,300
-4%
减持
CSX
CSX CORP
+$26.1M
4,042,400
-4%
减持
OLED
UNIVERSAL DISPLAY CORP
-$25.8M
2,175,579
-3%
减持
IQV
IQVIA HLDGS INC
+$25.6M
603,377
-0%
减持
JBLU
JETBLUE AWYS CORP
-$25.6M
15,318,956
-4%
减持
—
MEDTRONIC PLC
-$25.4M
1,109,740
-1%
增持
FIS
FIDELITY NATL INFORMATION SV
+$24.9M
1,122,650
+40%
减持
ILMN
ILLUMINA INC
-$24.9M
664,558
-3%
减持
CAT
CATERPILLAR INC
+$23.5M
3,377,908
-4%
增持
—
PLANTRONICS INC NEW
+$23.2M
6,335,050
+0%
建仓
—
LESLIES INC
+$23.1M
976,800
增持
ALLO
ALLOGENE THERAPEUTICS INC
-$23.1M
4,661,815
+29%
减持
DELL
DELL TECHNOLOGIES INC
-$22.7M
464,310
-1%
减持
—
JACOBS ENGR GROUP INC
+$22.4M
6,725,222
-2%
减持
USB
US BANCORP DEL
-$22.2M
4,637,800
-3%
减持
CMCSA
COMCAST CORP NEW
-$21.3M
544,507
-37%
减持
FORM
FORMFACTOR INC
+$21.3M
3,126,419
-4%
增持
PINS
PINTEREST INC
+$21.2M
2,568,200
+81%
减持
ARLO
ARLO TECHNOLOGIES INC
+$20.9M
5,279,310
-2%
减持
TMUS
T-MOBILE US INC
-$20.2M
1,100,256
-5%
建仓
GTLB
GITLAB INC
+$20.0M
230,200
减持
MRK
MERCK & CO INC
-$19.8M
243,700
-52%
减持
TW
TRADEWEB MKTS INC
+$19.5M
1,044,225
-1%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$19.1M
248,770
-0%
增持
XMTR
XOMETRY INC
+$19.0M
691,340
+142%
增持
NTNX
NUTANIX INC
-$18.9M
3,542,715
+1%
减持
MDB
MONGODB INC
-$18.7M
84,800
-37%
减持
CRNC
CERENCE INC
-$18.7M
581,634
-12%
增持
V
VISA INC
+$18.5M
3,919,539
+5%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
-$18.3M
6,256,991
+1%
增持
MA
MASTERCARD INCORPORATED
+$18.0M
308,100
+16%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$17.7M
565,362
-27%
减持
DOW
DOW INC
-$17.7M
2,182,802
-11%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$17.5M
2,518,570
-3%
增持
WEX
WEX INC
-$17.4M
1,280,730
+14%
减持
EOG
EOG RES INC
+$17.2M
3,023,929
-3%
减持
—
DUPONT DE NEMOURS INC
+$17.2M
2,087,474
-6%
减持
ORCL
ORACLE CORP
-$16.6M
9,752,370
-2%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
+$16.4M
1,253,640
-6%
增持
—
CALITHERA BIOSCIENCES INC
-$16.0M
10,733,000
+1%
减持
CRL
CHARLES RIV LABS INTL INC
-$15.7M
357,780
-2%
减持
PGR
PROGRESSIVE CORP
+$15.6M
1,649,220
-3%
增持
META
META PLATFORMS INC
+$14.8M
1,200,875
+5%
