小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 1
增持 37
减持 110
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$981.0M
15,654,493
-9%
减持
SCHW
SCHWAB CHARLES CORP
-$884.3M
17,753,504
-37%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$790.0M
6,531,008
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。
-2%
减持
SONY
SONY GROUP CORPORATION
-$667.3M
25,775,408
-2%
减持
MU
MICRON TECHNOLOGY INC
-$658.6M
40,828,586
-1%
减持
KLAC
KLA CORP
-$644.4M
7,362,309
-5%
增持
BIIB
BIOGEN INC
-$445.7M
15,834,606
+0%
增持
—
PIONEER NAT RES CO
+$428.8M
5,200,646
+9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$413.4M
3,937,507
-4%
减持
JPM
JPMORGAN CHASE & CO
-$394.1M
10,433,139
-9%
减持
INTU
INTUIT
-$383.0M
1,965,881
-5%
增持
BNTX
BIONTECH SE
-$355.9M
4,242,068
+1%
减持
—
ASTRAZENECA PLC
+$353.0M
46,317,880
-1%
增持
FDX
FEDEX CORP
-$349.9M
13,237,477
+0%
减持
WHR
WHIRLPOOL CORP
-$319.9M
4,952,425
-1%
减持
ONC
BEIGENE LTD
-$307.7M
3,708,804
-0%
增持
—
SPLUNK INC
+$296.6M
7,889,961
+4%
减持
—
HESS CORP
+$290.2M
9,238,285
-2%
减持
GOOGL
ALPHABET INC
-$287.9M
1,105,509
-5%
减持
NTAP
NETAPP INC
-$282.4M
16,843,974
-8%
减持
QCOM
QUALCOMM INC
-$271.6M
6,861,554
-5%
增持
ROST
ROSS STORES INC
-$263.7M
11,344,159
+1%
减持
BAC
BK OF AMERICA CORP
-$255.8M
30,200,791
-10%
减持
KMX
CARMAX INC
-$255.3M
6,570,207
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$254.9M
22,370,375
+1%
减持
AMGN
AMGEN INC
+$253.7M
15,726,055
-0%
增持
RJF
RAYMOND JAMES FINL INC
+$248.6M
11,638,384
+13%
清仓
—
NUANCE COMMUNICATIONS INC
-$238.7M
0
-100%
减持
ERIC
ERICSSON
-$229.4M
95,253,057
-6%
减持
TJX
TJX COS INC NEW
-$218.5M
14,195,048
-0%
减持
TXN
TEXAS INSTRS INC
-$202.6M
17,700,777
-3%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$202.3M
17,779,470
-0%
减持
PYPL
PAYPAL HLDGS INC
-$189.0M
2,338,190
-4%
减持
GOOG
ALPHABET INC
-$177.2M
743,172
-5%
减持
BABA
ALIBABA GROUP HLDG LTD
-$176.5M
17,358,547
-0%
减持
NVDA
NVIDIA CORPORATION
-$175.1M
3,504,050
-9%
减持
BIDU
BAIDU INC
-$162.4M
9,535,029
-0%
减持
ABT
ABBOTT LABS
-$162.2M
5,015,773
-7%
减持
—
NEKTAR THERAPEUTICS
-$143.3M
17,061,822
-2%
减持
BBWI
BATH & BODY WORKS INC
-$134.5M
5,946,515
-1%
减持
AMAT
APPLIED MATLS INC
-$133.8M
4,184,783
-4%
减持
MS
MORGAN STANLEY
-$131.2M
8,385,164
-5%
增持
META
META PLATFORMS INC
-$128.9M
1,236,675
+3%
减持
LUV
SOUTHWEST AIRLS CO
+$127.0M
53,554,109
-1%
减持
—
ASML HOLDING N V
-$123.5M
744,504
-5%
增持
INTC
INTEL CORP
+$114.5M
43,253,961
+10%
减持
MRSH
MARSH & MCLENNAN COS INC
-$114.3M
5,042,546
-10%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$113.9M
4,931,422
+21%
减持
MXL
MAXLINEAR INC
-$104.4M
3,458,892
-15%
增持
XPEV
XPENG INC
-$103.3M
8,601,777
+27%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$94.8M
1,204,375
-13%
增持
EOG
EOG RES INC
+$92.6M
3,029,729
+0%
减持
A
AGILENT TECHNOLOGIES INC
-$85.8M
2,602,401
-3%
减持
—
TRANSOCEAN LTD
+$85.4M
47,393,606
-0%
增持
TRMB
TRIMBLE INC
-$83.9M
5,766,271
+1%
减持
BB
BLACKBERRY LTD
-$81.4M
39,124,922
-2%
减持
HPQ
HP INC
-$79.3M
24,198,335
-5%
减持
CSCO
CISCO SYS INC
-$75.3M
7,498,490
-4%
减持
ADI
ANALOG DEVICES INC
-$69.2M
4,341,220
-3%
减持
XNCR
XENCOR INC
-$68.3M
4,941,612
-1%
减持
LLY
LILLY ELI & CO
+$67.3M
28,873,231
-3%
增持
CME
CME GROUP INC
+$65.8M
1,398,830
+20%
减持
—
ABIOMED INC
-$65.5M
1,610,612
-3%
减持
—
PLANTRONICS INC NEW
+$63.7M
6,334,050
-0%
减持
AUR
AURORA INNOVATION INC
-$63.1M
9,426,000
-8%
减持
UPS
UNITED PARCEL SERVICE INC
-$61.8M
2,501,891
-10%
减持
BSX
BOSTON SCIENTIFIC CORP
+$60.2M
37,920,819
-1%
增持
DIS
DISNEY WALT CO
-$58.7M
3,477,547
+1%
增持
V
VISA INC
+$57.7M
4,090,254
+4%
减持
RVTY
PERKINELMER INC
-$57.5M
1,391,845
-7%
减持
GS
GOLDMAN SACHS GROUP INC
-$56.6M
692,150
-7%
减持
TER
TERADYNE INC
-$56.1M
1,122,360
-3%
减持
—
CAPRI HOLDINGS LIMITED
-$54.4M
3,026,150
-6%
增持
ELAN
ELANCO ANIMAL HEALTH INC
-$52.7M
30,784,292
+2%
减持
TSLA
TESLA INC
-$52.6M
3,448,115
-3%
减持
—
SEAGEN INC
-$52.5M
4,622,910
-1%
增持
BURL
BURLINGTON STORES INC
-$50.8M
664,950
+13%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$49.6M
1,208,590
-4%
减持
—
ACTIVISION BLIZZARD INC
+$48.9M
5,122,030
-6%
减持
UAL
UNITED AIRLS HLDGS INC
+$48.7M
25,013,798
-1%
减持
ACM
AECOM
-$47.7M
19,972,636
-2%
减持
AME
AMETEK INC
-$46.2M
949,650
-19%
减持
—
DISCOVER FINL SVCS
-$44.8M
3,240,558
-7%
减持
AMZN
AMAZON COM INC
-$43.7M
387,855
-1%
减持
ALB
ALBEMARLE CORP
-$43.2M
2,601,845
-2%
减持
CARR
CARRIER GLOBAL CORPORATION
-$42.9M
4,977,472
-0%
减持
CRL
CHARLES RIV LABS INTL INC
-$42.5M
324,890
-9%
增持
FCX
FREEPORT-MCMORAN INC
+$41.7M
4,170,175
+5%
清仓
—
ARENA PHARMACEUTICALS INC
-$40.5M
0
-100%
增持
DLTR
DOLLAR TREE INC
+$40.1M
1,557,525
+5%
减持
DSGX
DESCARTES SYS GROUP INC
-$39.6M
3,531,506
-2%
减持
TXT
TEXTRON INC
-$39.4M
5,605,950
-5%
减持
C
CITIGROUP INC
-$38.8M
4,458,746
-3%
减持
WEX
WEX INC
+$37.4M
1,217,130
-5%
减持
HUBS
HUBSPOT INC
-$36.9M
153,800
-8%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$36.5M
55,396,291
-2%
减持
AAPL
APPLE INC
-$35.9M
2,124,800
-7%
减持
ILMN
ILLUMINA INC
-$35.4M
622,338
-6%
减持
EW
EDWARDS LIFESCIENCES CORP
-$34.5M
2,115,500
-3%
增持
ADSK
AUTODESK INC
-$33.7M
709,400
+7%
增持
EVR
EVERCORE INC
+$33.5M
411,300
+355%
减持
RNG
RINGCENTRAL INC
-$32.4M
12,350
-93%
减持
CTRA
COTERRA ENERGY INC
+$31.5M
4,314,950
-3%
减持
—
ROYAL CARIBBEAN GROUP
+$31.2M
5,019,711
-1%
减持
EBAY
EBAY INC.
-$30.6M
2,594,180
-4%
减持
CAT
CATERPILLAR INC
-$30.2M
2,998,708
-11%
减持
CRNC
CERENCE INC
-$29.9M
405,309
-30%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$29.1M
359,520
-21%
增持
IQV
IQVIA HLDGS INC
-$28.9M
611,177
+1%
增持
WDC
WESTERN DIGITAL CORP.
-$28.8M
2,059,610
+2%
减持
—
JACOBS ENGR GROUP INC
-$28.5M
6,587,862
-2%
减持
NVS
NOVARTIS AG
-$28.3M
17,784,730
-2%
减持
U
UNITY SOFTWARE INC
-$28.2M
625,504
-1%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$27.6M
246,700
-1%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$27.1M
186,150
-19%
减持
CW
CURTISS WRIGHT CORP
-$26.0M
1,400,142
-18%
减持
GD
GENERAL DYNAMICS CORP
+$25.6M
972,580
-3%
减持
VLO
VALERO ENERGY CORP
+$25.5M
1,013,100
-2%
增持
MA
MASTERCARD INCORPORATED
+$25.1M
380,000
+23%
减持
—
SOUTHWESTERN ENERGY CO
+$25.1M
10,186,825
-1%
减持
ENTG
ENTEGRIS INC
-$24.9M
3,152,712
-0%
增持
ALLO
ALLOGENE THERAPEUTICS INC
-$24.9M
4,906,266
+5%
增持
LUNG
PULMONX CORP
-$23.4M
5,445,991
+10%
增持
JBL
JABIL INC
-$23.3M
3,735,675
+3%
增持
—
FIBROGEN INC
-$23.1M
13,317,857
+3%
减持
MAT
MATTEL INC
+$21.9M
45,237,859
-1%
减持
IEX
IDEX CORP
-$21.7M
391,105
-4%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$21.6M
445,000
-12%
减持
CVS
CVS HEALTH CORP
-$21.5M
4,133,155
-3%
减持
LOW
LOWES COS INC
-$21.3M
255,000
-10%
减持
LYFT
LYFT INC
-$21.1M
4,684,311
-0%
增持
—
EPIZYME INC
-$20.6M
15,522,777
+1%
减持
CTVA
CORTEVA INC
+$20.5M
2,048,240
-0%
减持
ROK
ROCKWELL AUTOMATION INC
-$19.9M
277,890
-1%
增持
NTRS
NORTHERN TR CORP
+$19.8M
4,296,342
+7%
减持
ALK
ALASKA AIR GROUP INC
+$18.6M
4,605,987
-3%
增持
LPLA
LPL FINL HLDGS INC
+$17.6M
262,000
+38%
减持
OTIS
OTIS WORLDWIDE CORP
-$17.2M
1,690,481
-0%
建仓
HTZ
HERTZ GLOBAL HLDGS INC
+$16.3M
736,400
减持
—
DUPONT DE NEMOURS INC
-$16.0M
2,074,786
-1%
减持
—
PENTAIR PLC
-$15.8M
667,100
-6%
增持
—
LIVANOVA PLC
-$15.6M
4,526,965
+3%
减持
—
AMBARELLA INC
-$15.2M
135,600
-7%
增持
CCJ
CAMECO CORP
+$15.0M
1,182,400
+33%
减持
DE
DEERE & CO
-$15.0M
382,780
-25%
减持
CERS
CERUS CORP
-$13.9M
9,532,600
-2%
减持
—
ALTAIR ENGR INC
-$13.5M
791,550
-5%
增持
PINS
PINTEREST INC
-$13.2M
3,255,700
+27%
减持
FORM
FORMFACTOR INC
-$12.9M
3,092,959
-1%
增持
USB
US BANCORP DEL
-$12.8M
4,659,900
+0%
