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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 3
增持 40
减持 100
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
BIIB
BIOGEN INC
+$995.8M
15,741,715
+0%
增持
FDX
FEDEX CORP
-$985.0M
13,878,717
+3%
清仓
—
JACOBS ENGR GROUP INC
-$807.4M
0
-100%
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。
建仓
J
JACOBS SOLUTIONS INC
+$683.9M
6,303,507
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$606.4M
6,404,918
-1%
增持
BABA
ALIBABA GROUP HLDG LTD
-$583.7M
17,386,207
+0%
减持
—
ASTRAZENECA PLC
-$525.4M
45,614,110
-0%
增持
INTC
INTEL CORP
-$475.0M
52,117,226
+7%
减持
SONY
SONY GROUP CORPORATION
-$454.2M
25,247,868
-0%
减持
MSFT
MICROSOFT CORP
-$444.3M
14,516,240
-3%
增持
TSLA
TESLA INC
+$392.6M
10,125,710
+197%
减持
SCHW
SCHWAB CHARLES CORP
-$334.4M
5,253,236
-53%
增持
GOOGL
ALPHABET INC
-$303.8M
21,584,240
+1886%
减持
BIDU
BAIDU INC
-$300.6M
9,540,279
-0%
减持
AMGN
AMGEN INC
-$296.6M
15,564,870
-0%
减持
LUV
SOUTHWEST AIRLS CO
-$284.9M
52,741,484
-0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$224.6M
3,610,196
-27%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$222.2M
30,423,363
-0%
清仓
—
PLANTRONICS INC NEW
-$214.4M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
-$208.7M
40,434,127
+0%
增持
GOOG
ALPHABET INC
-$206.3M
14,514,240
+1882%
减持
MS
MORGAN STANLEY
-$197.5M
5,248,961
-35%
减持
HPQ
HP INC
-$195.8M
23,553,305
-1%
减持
ERIC
ERICSSON
-$188.1M
82,414,721
-8%
减持
—
SEAGEN INC
-$184.8M
4,583,100
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$167.1M
3,797,057
-1%
减持
NVS
NOVARTIS AG
-$161.5M
17,453,150
-1%
减持
LLY
LILLY ELI & CO
-$161.3M
28,017,155
-1%
减持
ROST
ROSS STORES INC
+$157.7M
11,301,504
-0%
减持
KMX
CARMAX INC
-$154.5M
6,194,497
-1%
减持
MAT
MATTEL INC
-$154.4M
44,689,559
-0%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$148.3M
47,306,096
-12%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$145.7M
7,026,892
+10%
减持
KLAC
KLA CORP
-$139.5M
7,110,794
-1%
增持
XPEV
XPENG INC
-$139.3M
11,024,217
+29%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$136.5M
22,137,675
-0%
减持
RJF
RAYMOND JAMES FINL INC
+$122.9M
13,539,327
-0%
减持
—
FLEX LTD
+$113.9M
53,915,664
-1%
减持
JPM
JPMORGAN CHASE & CO
-$113.9M
9,914,099
-3%
减持
ALB
ALBEMARLE CORP
+$110.8M
2,433,550
-5%
减持
NVDA
NVIDIA CORPORATION
-$106.6M
2,966,595
-4%
减持
QCOM
QUALCOMM INC
-$104.2M
6,696,129
-1%
减持
WHR
WHIRLPOOL CORP
-$101.7M
4,868,970
-1%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$100.4M
642,100
减持
TJX
TJX COS INC NEW
+$88.4M
14,157,648
-0%
减持
—
WOLFSPEED INC
+$83.2M
2,113,052
-1%
增持
ORCL
ORACLE CORP
-$78.9M
12,459,351
+4%
减持
UAL
UNITED AIRLS HLDGS INC
-$77.4M
24,482,858
-1%
增持
—
ROYAL CARIBBEAN GROUP
+$74.5M
6,776,061
+30%
增持
V
VISA INC
-$73.5M
4,082,734
+1%
增持
—
SPLUNK INC
-$69.7M
8,913,780
+7%
减持
BAC
BK OF AMERICA CORP
-$67.8M
24,619,026
-6%
减持
NTAP
NETAPP INC
-$63.9M
16,448,414
-1%
减持
ABT
ABBOTT LABS
-$61.2M
4,774,113
-1%
减持
BNTX
BIONTECH SE
-$60.7M
4,194,388
-0%
减持
—
CARNIVAL CORP
-$57.9M
9,479,624
-34%
减持
CAT
CATERPILLAR INC
-$53.6M
2,920,058
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$52.8M
2,483,091
-0%
减持
UNP
UNION PAC CORP
-$52.3M
2,633,600
-1%
增持
—
LIVANOVA PLC
-$51.0M
4,576,690
+1%
减持
NTRS
NORTHERN TR CORP
-$49.8M
4,159,122
-1%
减持
BSX
BOSTON SCIENTIFIC CORP
+$48.7M
37,650,309
-0%
减持
AME
AMETEK INC
-$48.6M
501,400
-48%
减持
USB
US BANCORP DEL
-$46.9M
3,567,700
-14%
减持
ACM
AECOM
+$46.8M
19,189,841
-1%
减持
—
PIONEER NAT RES CO
-$44.0M
5,141,446
-1%
减持
—
IROBOT CORP
+$42.5M
2,205,293
-1%
减持
WFC
WELLS FARGO CO NEW
+$41.4M
48,582,875
-1%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$41.2M
245,290
-1%
减持
—
ALKERMES PLC
-$41.1M
5,347,750
-1%
清仓
—
TURNING POINT THERAPEUTICS I
-$40.8M
0
-100%
减持
—
TRANSOCEAN LTD
-$40.8M
46,953,106
-0%
减持
—
ASML HOLDING N V
-$40.4M
666,204
-0%
增持
NTNX
NUTANIX INC
+$40.4M
6,241,785
+2%
减持
WEX
WEX INC
-$40.1M
1,093,400
-5%
减持
AMAT
APPLIED MATLS INC
-$38.8M
4,119,583
-0%
增持
FORM
FORMFACTOR INC
-$38.3M
3,031,614
+3%
减持
RVTY
PERKINELMER INC
-$36.9M
1,290,870
-4%
减持
ADI
ANALOG DEVICES INC
-$36.3M
4,223,960
-1%
增持
—
HESS CORP
+$34.0M
9,372,740
+1%
减持
BBWI
BATH & BODY WORKS INC
+$32.9M
5,887,970
-0%
减持
—
FIBROGEN INC
+$32.1M
13,179,897
-0%
减持
META
META PLATFORMS INC
-$31.9M
1,234,275
-0%
减持
AAL
AMERICAN AIRLS GROUP INC
-$31.7M
38,955,176
-1%
减持
PYPL
PAYPAL HLDGS INC
+$31.3M
2,246,960
-3%
减持
SYY
SYSCO CORP
-$30.1M
2,034,125
-1%
增持
CME
CME GROUP INC
-$30.0M
1,509,630
+4%
增持
DLTR
DOLLAR TREE INC
-$29.4M
1,542,015
+0%
减持
XMTR
XOMETRY INC
+$29.2M
1,546,760
-11%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$29.1M
17,625,505
-0%
增持
PINS
PINTEREST INC
+$28.8M
4,853,850
+5%
减持
NWL
NEWELL BRANDS INC
-$28.4M
4,644,500
-5%
减持
ENTG
ENTEGRIS INC
-$28.2M
3,010,112
-0%
减持
AMZN
AMAZON COM INC
+$28.2M
4,775,200
-1%
减持
—
SHOCKWAVE MED INC
+$27.5M
326,620
-1%
减持
—
DISCOVER FINL SVCS
-$27.1M
2,955,519
-5%
减持
GLW
CORNING INC
-$26.6M
9,236,519
-1%
减持
BB
BLACKBERRY LTD
-$26.5M
37,861,122
-0%
增持
NFLX
NETFLIX INC
+$24.9M
135,910
+236%
减持
TRMB
TRIMBLE INC
-$24.8M
5,548,986
-1%
清仓
—
EPIZYME INC
-$24.5M
0
-100%
清仓
—
GSK PLC
-$24.0M
0
-100%
增持
—
CAPRI HOLDINGS LIMITED
+$23.8M
3,561,625
+29%
减持
IQV
IQVIA HLDGS INC
-$22.7M
607,457
-1%
减持
TXT
TEXTRON INC
-$22.1M
5,242,030
-2%
减持
JBL
JABIL INC
+$21.4M
3,718,600
-1%
减持
C
CITIGROUP INC
-$20.5M
4,313,846
-1%
减持
GO
GROCERY OUTLET HLDG CORP
-$19.9M
160,000
-73%
减持
—
ACTIVISION BLIZZARD INC
-$18.6M
5,149,380
-0%
增持
TER
TERADYNE INC
+$18.3M
1,538,355
+42%
增持
WDC
WESTERN DIGITAL CORP.
-$17.3M
2,623,454
+14%
增持
XNCR
XENCOR INC
+$16.6M
5,690,231
+19%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$16.6M
1,058,865
-3%
增持
FIS
FIDELITY NATL INFORMATION SV
-$16.1M
1,323,200
+5%
减持
DOW
DOW INC
-$15.8M
2,034,112
-0%
减持
—
STRATASYS LTD
-$15.3M
3,420,699
-1%
增持
BURL
BURLINGTON STORES INC
-$15.1M
671,550
+1%
增持
VSXY
VICTORIAS SECRET AND CO
+$14.9M
2,671,528
+19%
增持
OLED
UNIVERSAL DISPLAY CORP
-$14.3M
2,137,199
+0%
增持
ONC
BEIGENE LTD
-$14.1M
4,734,979
+17%
建仓
GSK
GSK PLC
+$13.0M
441,120
减持
EBAY
EBAY INC.
-$12.9M
2,545,580
-0%
增持
CSCO
CISCO SYS INC
-$11.8M
7,646,490
+3%
减持
JBLU
JETBLUE AWYS CORP
-$11.5M
5,830,500
-3%
减持
PODD
INSULET CORP
+$11.5M
1,174,610
-1%
增持
TW
TRADEWEB MKTS INC
-$11.5M
1,274,085
+4%
减持
OTIS
OTIS WORLDWIDE CORP
-$11.3M
1,645,931
-0%
增持
LUNG
PULMONX CORP
+$11.1M
5,432,751
+1%
减持
—
ABIOMED INC
-$10.9M
1,506,272
-2%
减持
—
ALCON AG
-$10.6M
898,344
-0%
增持
DAL
DELTA AIR LINES INC DEL
+$10.6M
22,369,318
+5%
减持
—
NEKTAR THERAPEUTICS
-$10.3M
16,422,443
-1%
减持
DE
DEERE & CO
+$10.3M
317,860
-1%
清仓
—
SERVICESOURCE INTL INC
-$10.2M
0
-100%
增持
DIS
DISNEY WALT CO
+$10.1M
5,531,287
+2%
减持
—
MEDTRONIC PLC
-$9.8M
1,067,320
-0%
减持
ADSK
AUTODESK INC
+$9.6M
704,400
-1%
减持
TDG
TRANSDIGM GROUP INC
-$9.4M
604,444
-1%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$9.2M
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$9.1M
966,580
-0%
增持
INDI
INDIE SEMICONDUCTOR INC
+$9.0M
2,815,900
+38%
减持
ARLO
ARLO TECHNOLOGIES INC
-$8.7M
4,961,110
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$8.3M
1,228,100
+4%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$7.9M
1,179,700
-1%
减持
BJ
BJS WHSL CLUB HLDGS INC
+$7.8M
761,310
-0%
增持
—
DUPONT DE NEMOURS INC
-$7.8M
2,116,332
+3%
增持
MKTX
MARKETAXESS HLDGS INC
+$7.8M
963,880
+19%
减持
ACLS
AXCELIS TECHNOLOGIES INC
+$7.7M
1,649,466
-2%
减持
LPLA
LPL FINL HLDGS INC
+$7.3M
263,300
-3%
减持
—
PERIMETER SOLUTIONS SA
-$7.3M
2,230,701
-4%
