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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 1
增持 22
减持 125
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$1.42B
3,405,420
-1%
减持
MSFT
MICROSOFT CORP
-$1.00B
14,893,720
-5%
减持
LLY
LILLY ELI & CO
+$952.2M
28,438,488
-2%
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
-$945.7M
40,420,216
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$784.9M
11,267,941
-37%
增持
AMZN
AMAZON COM INC
-$753.0M
4,815,200
+1141%
减持
GOOGL
ALPHABET INC
-$706.5M
1,086,744
-2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$606.6M
6,471,818
-1%
减持
SONY
SONY GROUP CORPORATION
-$576.1M
25,331,098
-2%
减持
TXN
TEXAS INSTRS INC
-$556.1M
17,517,767
-1%
减持
LUV
SOUTHWEST AIRLS CO
-$541.3M
52,919,924
-1%
减持
NVDA
NVIDIA CORPORATION
-$489.4M
3,078,715
-12%
减持
WFC
WELLS FARGO CO NEW
-$478.1M
48,828,325
-1%
减持
GOOG
ALPHABET INC
-$473.8M
732,292
-1%
减持
BAC
BK OF AMERICA CORP
-$433.6M
26,062,026
-14%
增持
—
SPLUNK INC
-$432.5M
8,365,550
+6%
减持
KLAC
KLA CORP
-$403.6M
7,181,354
-2%
增持
INTC
INTEL CORP
-$325.6M
48,598,246
+12%
减持
NTAP
NETAPP INC
-$316.9M
16,572,454
-2%
减持
UAL
UNITED AIRLS HLDGS INC
-$285.8M
24,670,328
-1%
减持
JPM
JPMORGAN CHASE & CO
-$272.4M
10,211,169
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$270.0M
37,819,609
-0%
减持
ACM
AECOM
-$268.9M
19,398,916
-3%
增持
—
ROYAL CARIBBEAN GROUP
-$238.3M
5,221,461
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$232.7M
3,852,452
-2%
减持
ROST
ROSS STORES INC
-$231.5M
11,315,444
-0%
减持
AAL
AMERICAN AIRLS GROUP INC
-$230.7M
39,492,616
-1%
减持
—
FLEX LTD
-$228.7M
54,204,896
-1%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$210.6M
53,923,633
-3%
减持
ERIC
ERICSSON
-$209.4M
89,351,277
-6%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$203.4M
30,551,465
-1%
减持
INTU
INTUIT
-$192.2M
1,953,906
-1%
减持
QCOM
QUALCOMM INC
-$187.8M
6,738,249
-2%
减持
—
ASML HOLDING N V
-$180.1M
666,404
-10%
减持
AMAT
APPLIED MATLS INC
-$175.3M
4,135,983
-1%
减持
JBLU
JETBLUE AWYS CORP
-$173.2M
5,995,387
-60%
减持
UNP
UNION PAC CORP
-$171.9M
2,651,100
-2%
减持
—
CARNIVAL CORP
-$167.6M
14,396,424
-0%
增持
BIDU
BAIDU INC
+$160.1M
9,557,829
+0%
减持
—
ABIOMED INC
-$152.5M
1,539,252
-4%
减持
—
SEAGEN INC
+$146.0M
4,588,610
-1%
减持
—
PIONEER NAT RES CO
-$143.0M
5,187,746
-0%
增持
OLED
UNIVERSAL DISPLAY CORP
-$140.1M
2,135,129
+0%
增持
DAL
DELTA AIR LINES INC DEL
-$138.6M
21,301,956
+12%
减持
ENTG
ENTEGRIS INC
-$135.7M
3,018,612
-4%
减持
CAT
CATERPILLAR INC
-$135.5M
2,979,993
-1%
减持
BIIB
BIOGEN INC
-$127.5M
15,726,526
-1%
减持
BBWI
BATH & BODY WORKS INC
-$125.2M
5,906,960
-1%
减持
MS
MORGAN STANLEY
-$120.6M
8,049,204
-4%
减持
LYFT
LYFT INC
-$119.1M
4,578,581
-2%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$115.1M
4,908,312
-0%
减持
—
WOLFSPEED INC
-$110.0M
2,131,352
-1%
减持
V
VISA INC
-$108.3M
4,057,034
-1%
减持
PYPL
PAYPAL HLDGS INC
-$108.3M
2,321,610
-1%
减持
ILMN
ILLUMINA INC
-$105.8M
605,308
-3%
减持
CSCO
CISCO SYS INC
-$100.5M
7,449,190
-1%
减持
—
JACOBS ENGR GROUP INC
-$100.5M
6,350,917
-4%
减持
WHR
WHIRLPOOL CORP
-$97.5M
4,895,285
-1%
减持
BNTX
BIONTECH SE
-$97.1M
4,201,298
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$95.8M
4,918,446
-2%
减持
HPQ
HP INC
-$95.7M
23,878,130
-1%
减持
NTRS
NORTHERN TR CORP
-$94.7M
4,204,502
-2%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$94.2M
17,678,485
-1%
减持
ADI
ANALOG DEVICES INC
-$92.2M
4,277,120
-1%
减持
MXL
MAXLINEAR INC
-$90.1M
3,287,222
-5%
减持
TRMB
TRIMBLE INC
-$90.1M
5,596,876
-3%
减持
TXT
TEXTRON INC
-$89.5M
5,362,740
-4%
减持
BB
BLACKBERRY LTD
-$87.4M
37,936,622
-3%
增持
—
LIVANOVA PLC
-$87.1M
4,536,350
+0%
减持
ALK
ALASKA AIR GROUP INC
-$85.8M
4,528,037
-2%
增持
BABA
ALIBABA GROUP HLDG LTD
+$85.8M
17,367,887
+0%
减持
FCX
FREEPORT-MCMORAN INC
-$85.7M
4,159,275
-0%
减持
AAPL
APPLE INC
-$83.2M
2,105,300
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$82.6M
2,486,791
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$76.6M
22,211,705
-1%
减持
NVS
NOVARTIS AG
-$72.5M
17,604,080
-1%
减持
PODD
INSULET CORP
-$70.8M
1,183,600
-4%
减持
ABT
ABBOTT LABS
-$70.6M
4,814,568
-4%
减持
KMX
CARMAX INC
-$70.4M
6,227,927
-5%
减持
GLW
CORNING INC
-$69.2M
9,350,219
-5%
减持
TJX
TJX COS INC NEW
-$68.8M
14,164,848
-0%
减持
—
IROBOT CORP
-$67.8M
2,223,393
-6%
增持
RJF
RAYMOND JAMES FINL INC
-$64.1M
13,589,617
+17%
减持
DE
DEERE & CO
-$63.2M
319,880
-16%
减持
—
DISCOVER FINL SVCS
-$61.3M
3,127,279
-3%
减持
—
TRANSOCEAN LTD
-$59.9M
47,064,306
-1%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$59.2M
75,000
-83%
减持
VSXY
VICTORIAS SECRET AND CO
-$57.3M
2,248,268
-4%
减持
USB
US BANCORP DEL
-$57.0M
4,144,100
-11%
减持
LUNG
PULMONX CORP
-$55.7M
5,397,621
-1%
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$54.0M
1,680,611
-13%
减持
EW
EDWARDS LIFESCIENCES CORP
-$53.5M
2,056,300
-3%
减持
CARR
CARRIER GLOBAL CORPORATION
-$53.1M
4,913,772
-1%
减持
RVTY
PERKINELMER INC
-$50.6M
1,351,480
-3%
清仓
CHGG
CHEGG INC
-$49.6M
0
-100%
增持
ONC
BEIGENE LTD
-$47.0M
4,031,449
+9%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
-$46.1M
6,364,094
+1%
减持
—
ASTRAZENECA PLC
-$45.8M
45,813,820
-1%
减持
DSGX
DESCARTES SYS GROUP INC
-$43.6M
3,466,006
-2%
减持
ALB
ALBEMARLE CORP
-$42.6M
2,549,320
-2%
减持
—
CAPRI HOLDINGS LIMITED
-$42.4M
2,757,025
-9%
减持
EBAY
EBAY INC.
-$41.9M
2,558,280
-1%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$41.3M
985,805
-5%
减持
A
AGILENT TECHNOLOGIES INC
-$41.0M
2,553,961
-2%
减持
U
UNITY SOFTWARE INC
-$40.9M
574,709
-8%
减持
CVS
CVS HEALTH CORP
-$40.7M
4,075,040
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$40.2M
1,088,460
-10%
减持
GS
GOLDMAN SACHS GROUP INC
-$39.8M
635,150
-8%
减持
WEX
WEX INC
-$38.3M
1,150,300
-5%
减持
—
DUPONT DE NEMOURS INC
-$38.2M
2,058,970
-1%
减持
C
CITIGROUP INC
-$37.9M
4,354,046
-2%
增持
JBL
JABIL INC
-$37.4M
3,772,122
+1%
减持
TER
TERADYNE INC
-$35.4M
1,086,745
-3%
增持
CME
CME GROUP INC
-$35.3M
1,452,830
+4%
减持
—
PLANTRONICS INC NEW
-$35.2M
5,403,250
-15%
减持
NMIH
NMI HLDGS INC
-$35.1M
723,720
-68%
增持
DIS
DISNEY WALT CO
+$34.7M
5,420,417
+56%
减持
MAR
MARRIOTT INTL INC NEW
-$34.6M
867,046
-0%
减持
CW
CURTISS WRIGHT CORP
-$34.0M
1,334,347
-5%
减持
XPEV
XPENG INC
+$33.7M
8,540,217
-1%
增持
AUR
AURORA INNOVATION INC
-$33.5M
10,052,180
+7%
减持
HUBS
HUBSPOT INC
-$32.2M
135,825
-12%
减持
BURL
BURLINGTON STORES INC
-$30.9M
662,150
-0%
减持
—
STRATASYS LTD
-$30.1M
3,447,799
-8%
减持
—
NEKTAR THERAPEUTICS
-$29.1M
16,551,322
-3%
减持
CRL
CHARLES RIV LABS INTL INC
-$29.0M
295,860
-9%
减持
EOG
EOG RES INC
-$28.9M
3,009,529
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$27.8M
181,109
-4%
减持
SPHR
MADISON SQUARE GRDN ENTERTNM
-$27.1M
644,751
-12%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$27.1M
2,465,570
-1%
增持
—
TURNING POINT THERAPEUTICS I
+$26.3M
542,100
+0%
建仓
ARRY
ARRAY TECHNOLOGIES INC
+$26.2M
2,382,600
减持
DOW
DOW INC
-$25.2M
2,037,272
-0%
减持
—
MEDTRONIC PLC
-$23.3M
1,069,370
-1%
减持
UBER
UBER TECHNOLOGIES INC
-$23.3M
1,185,700
-11%
增持
NTNX
NUTANIX INC
-$22.9M
6,128,885
+46%
减持
ROK
ROCKWELL AUTOMATION INC
-$22.7M
276,645
-0%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$22.3M
1,192,000
-1%
增持
AME
AMETEK INC
-$21.0M
959,650
+1%
减持
—
FIBROGEN INC
-$20.7M
13,202,367
-1%
减持
GD
GENERAL DYNAMICS CORP
-$20.4M
967,900
-0%
增持
TW
TRADEWEB MKTS INC
-$20.3M
1,221,255
+4%
增持
MKTX
MARKETAXESS HLDGS INC
+$19.8M
807,350
+47%
清仓
—
COLFAX CORP
-$19.5M
0
-100%
增持
FDX
FEDEX CORP
-$17.5M
13,433,592
+1%
减持
NWL
NEWELL BRANDS INC
-$17.1M
4,882,400
-5%
减持
EXAS
EXACT SCIENCES CORP
-$16.4M
479,300
-5%
减持
MATX
MATSON INC
-$16.2M
335,792
-0%
减持
FORM
FORMFACTOR INC
-$15.7M
2,950,754
-5%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$15.3M
218,755
-5%
