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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 4
增持 27
减持 116
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$1.45B
10,050,375
-1%
减持
—
ASTRAZENECA PLC
+$548.6M
44,986,840
-1%
减持
AMGN
AMGEN INC
+$508.0M
15,292,213
-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。
增持
ONC
BEIGENE LTD
+$471.9M
5,048,154
+7%
减持
LLY
LILLY ELI & CO
+$413.0M
25,892,025
-8%
减持
KLAC
KLA CORP
+$401.3M
6,771,954
-5%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$371.5M
6,341,673
-1%
清仓
—
ABIOMED INC
-$370.0M
0
-100%
增持
FDX
FEDEX CORP
+$350.7M
13,921,967
+0%
减持
ROST
ROSS STORES INC
+$345.3M
11,180,194
-1%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$325.3M
17,580,859
-0%
增持
BSX
BOSTON SCIENTIFIC CORP
+$284.0M
37,651,859
+0%
增持
ORCL
ORACLE CORP
+$274.1M
12,661,501
+2%
增持
—
SPLUNK INC
+$272.0M
10,945,923
+23%
减持
TJX
TJX COS INC NEW
+$241.9M
14,087,148
-0%
减持
SONY
SONY GROUP CORPORATION
+$241.5M
24,365,509
-3%
减持
NVS
NOVARTIS AG
+$233.3M
17,194,880
-1%
减持
—
FLEX LTD
+$215.0M
51,875,426
-4%
减持
ALB
ALBEMARLE CORP
-$206.8M
2,013,745
-17%
减持
JPM
JPMORGAN CHASE & CO
+$205.5M
9,258,371
-7%
减持
GOOGL
ALPHABET INC
-$203.4M
21,093,825
-2%
减持
MSFT
MICROSOFT CORP
-$193.7M
13,289,688
-8%
减持
ACM
AECOM
+$181.9M
17,589,671
-8%
减持
AMZN
AMAZON COM INC
-$181.2M
4,266,050
-11%
减持
—
HESS CORP
+$173.5M
8,426,725
-10%
减持
CAT
CATERPILLAR INC
+$155.7M
2,649,893
-9%
增持
INTC
INTEL CORP
+$152.1M
56,571,961
+9%
减持
SCHW
SCHWAB CHARLES CORP
-$152.0M
2,708,942
-48%
减持
BIIB
BIOGEN INC
+$144.8M
15,700,576
-0%
减持
TXN
TEXAS INSTRS INC
+$137.8M
17,084,690
-2%
减持
GOOG
ALPHABET INC
-$132.4M
14,235,555
-2%
减持
BABA
ALIBABA GROUP HLDG LTD
+$131.4M
17,278,627
-1%
减持
LUV
SOUTHWEST AIRLS CO
+$131.0M
52,198,099
-1%
增持
FIS
FIDELITY NATL INFORMATION SV
+$123.7M
3,297,050
+149%
增持
GSK
GSK PLC
+$119.4M
3,765,920
+754%
减持
MS
MORGAN STANLEY
-$112.8M
3,551,743
-32%
减持
V
VISA INC
+$111.3M
4,026,641
-1%
减持
UAL
UNITED AIRLS HLDGS INC
+$111.0M
24,070,249
-2%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$102.9M
4,831,122
-2%
减持
DAL
DELTA AIR LINES INC DEL
+$101.1M
22,178,008
-1%
减持
—
TRANSOCEAN LTD
+$96.4M
46,564,489
-1%
减持
—
WOLFSPEED INC
-$89.6M
1,866,094
-12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$88.9M
3,658,574
-4%
减持
—
ASML HOLDING N V
+$80.7M
654,179
-2%
减持
USB
US BANCORP DEL
-$79.7M
1,471,400
-59%
减持
ADI
ANALOG DEVICES INC
+$79.5M
4,072,870
-4%
减持
ERIC
ERICSSON
-$77.6M
67,724,047
-18%
减持
—
ROYAL CARIBBEAN GROUP
+$74.7M
6,706,061
-1%
建仓
MBLY
MOBILEYE GLOBAL INC
+$72.3M
2,061,470
增持
—
DUPONT DE NEMOURS INC
+$67.9M
2,544,186
+20%
增持
NTRS
NORTHERN TR CORP
+$67.4M
4,782,942
+15%
减持
—
CAPRI HOLDINGS LIMITED
+$65.0M
3,522,675
-1%
减持
BNTX
BIONTECH SE
+$61.2M
4,173,166
-1%
减持
BB
BLACKBERRY LTD
-$60.7M
35,976,322
-5%
减持
BURL
BURLINGTON STORES INC
+$59.9M
666,080
-1%
增持
MKTX
MARKETAXESS HLDGS INC
+$59.4M
982,030
+2%
减持
RJF
RAYMOND JAMES FINL INC
+$57.5M
13,059,887
-4%
减持
A
AGILENT TECHNOLOGIES INC
+$56.6M
2,426,351
-4%
减持
TXT
TEXTRON INC
+$56.4M
5,109,750
-3%
减持
TDG
TRANSDIGM GROUP INC
+$56.0M
592,694
-2%
减持
MAT
MATTEL INC
-$55.3M
44,345,839
-1%
减持
PYPL
PAYPAL HLDGS INC
-$53.6M
1,963,310
-13%
减持
AMAT
APPLIED MATLS INC
+$53.5M
4,015,083
-3%
减持
CSCO
CISCO SYS INC
+$53.0M
7,532,220
-1%
减持
ENTG
ENTEGRIS INC
-$52.9M
3,003,644
-0%
减持
NVDA
NVIDIA CORPORATION
+$52.4M
2,822,500
-5%
减持
BBWI
BATH & BODY WORKS INC
+$51.5M
5,778,265
-2%
增持
—
FIBROGEN INC
+$51.1M
13,895,078
+5%
减持
J
JACOBS SOLUTIONS INC
+$49.4M
6,107,027
-3%
减持
NTAP
NETAPP INC
-$47.9M
16,141,234
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
+$45.8M
3,533,721
-2%
减持
KMX
CARMAX INC
-$45.4M
5,971,581
-4%
减持
EOG
EOG RES INC
+$44.9M
2,914,529
-2%
减持
—
PIONEER NAT RES CO
+$44.9M
5,071,146
-1%
增持
FCX
FREEPORT-MCMORAN INC
+$44.9M
4,200,500
+0%
减持
ABT
ABBOTT LABS
+$44.8M
4,615,798
-3%
增持
LUNG
PULMONX CORP
-$44.1M
5,502,721
+1%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$41.8M
38,128,596
-19%
减持
—
DISCOVER FINL SVCS
-$40.8M
2,329,879
-21%
减持
MU
MICRON TECHNOLOGY INC
-$39.6M
39,739,597
-2%
减持
BIDU
BAIDU INC
-$37.7M
9,470,484
-1%
减持
TRMB
TRIMBLE INC
-$37.0M
5,225,046
-6%
减持
QCOM
QUALCOMM INC
-$35.5M
6,558,107
-2%
减持
—
IROBOT CORP
-$31.3M
1,930,653
-12%
减持
—
SHOCKWAVE MED INC
-$30.9M
291,450
-11%
减持
GS
GOLDMAN SACHS GROUP INC
+$30.8M
631,750
-1%
减持
GD
GENERAL DYNAMICS CORP
+$30.8M
950,650
-2%
减持
JBL
JABIL INC
+$29.8M
3,583,600
-4%
减持
AAPL
APPLE INC
-$29.7M
1,991,800
-5%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
+$29.1M
6,911,142
-2%
减持
PODD
INSULET CORP
-$28.5M
818,508
-30%
减持
UPS
UNITED PARCEL SERVICE INC
+$27.2M
2,463,791
-1%
清仓
—
PENTAIR PLC
-$27.1M
0
-100%
增持
OKTA
OKTA INC
+$26.7M
470,466
+393%
增持
XMTR
XOMETRY INC
-$26.4M
1,907,508
+23%
减持
CVS
CVS HEALTH CORP
-$25.9M
3,848,425
-5%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$25.5M
32,983,562
+8%
减持
CARR
CARRIER GLOBAL CORPORATION
+$25.5M
4,849,272
-1%
减持
WHR
WHIRLPOOL CORP
+$24.1M
4,810,405
-1%
减持
OLED
UNIVERSAL DISPLAY CORP
+$24.0M
2,088,849
-2%
减持
BAC
BANK AMERICA CORP
-$23.7M
21,732,406
-12%
减持
UNP
UNION PAC CORP
+$23.4M
2,590,900
-2%
减持
EW
EDWARDS LIFESCIENCES CORP
-$23.2M
1,966,000
-4%
减持
GLW
CORNING INC
+$23.1M
9,113,919
-1%
增持
—
LIVANOVA PLC
+$22.8M
4,594,917
+0%
减持
OTIS
OTIS WORLDWIDE CORP
+$22.4M
1,626,841
-1%
增持
ALLO
ALLOGENE THERAPEUTICS INC
-$21.7M
4,943,916
+1%
建仓
GFL
GFL ENVIRONMENTAL INC
+$21.4M
731,200
减持
META
META PLATFORMS INC
-$19.6M
1,228,575
-0%
增持
DIS
DISNEY WALT CO
-$19.3M
5,783,537
+5%
增持
EVR
EVERCORE INC
+$19.0M
578,880
+8%
减持
NTNX
NUTANIX INC
+$18.6M
5,706,333
-9%
减持
TER
TERADYNE INC
+$18.6M
1,536,650
-0%
减持
—
MAXAR TECHNOLOGIES INC
+$18.5M
663,600
-22%
减持
SYK
STRYKER CORPORATION
+$18.5M
446,770
-0%
减持
LPLA
LPL FINL HLDGS INC
-$17.8M
183,600
-30%
减持
—
NEKTAR THERAPEUTICS
-$17.2M
15,659,053
-5%
减持
HPQ
HP INC
+$16.8M
22,470,525
-5%
减持
VSXY
VICTORIAS SECRET AND CO
+$16.7M
2,640,128
-1%
增持
TW
TRADEWEB MKTS INC
+$16.2M
1,355,985
+6%
减持
WFC
WELLS FARGO CO NEW
+$16.0M
47,710,205
-2%
减持
PGR
PROGRESSIVE CORP
+$15.9M
1,525,000
-3%
减持
AAL
AMERICAN AIRLS GROUP INC
+$15.6M
38,098,701
-2%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$15.4M
404,950
+148%
减持
RVTY
PERKINELMER INC
+$15.1M
1,215,565
-6%
减持
PANW
PALO ALTO NETWORKS INC
-$15.0M
525,957
-3%
增持
—
SEAGEN INC
-$14.7M
4,765,578
+4%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$14.3M
109,050
-40%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$14.1M
202,585
-6%
增持
XNCR
XENCOR INC
+$14.1M
6,216,903
+9%
建仓
RXO
RXO INC
+$13.9M
810,300
增持
JBHT
HUNT J B TRANS SVCS INC
+$13.8M
655,200
+2%
减持
—
WAVE LIFE SCIENCES LTD
+$13.4M
4,189,608
-5%
减持
LOW
LOWES COS INC
-$13.3M
150,000
-35%
减持
—
STRATASYS LTD
-$13.1M
3,054,999
-11%
减持
AME
AMETEK INC
+$13.1M
500,400
-0%
减持
VLO
VALERO ENERGY CORP
+$13.0M
921,325
-5%
减持
LYFT
LYFT INC
-$12.5M
4,317,631
-5%
减持
DOW
DOW INC
+$12.4M
2,019,515
-1%
增持
XPEV
XPENG INC
-$11.9M
12,054,877
+9%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$11.8M
224,700
减持
SNY
SANOFI
+$11.8M
1,215,740
-2%
减持
ROK
ROCKWELL AUTOMATION INC
+$11.1M
273,700
-1%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$10.8M
911,640
-7%
减持
AUR
AURORA INNOVATION INC
-$10.8M
10,375,600
-2%
减持
HON
HONEYWELL INTL INC
+$10.5M
228,300
-1%
清仓
SAIC
SCIENCE APPLICATIONS INTL CO
-$10.2M
0
-100%
减持
CTRA
COTERRA ENERGY INC
-$9.8M
4,097,250
-3%
减持
NWL
NEWELL BRANDS INC
-$9.8M
4,184,900
-10%
减持
EBAY
EBAY INC.
+$9.7M
2,493,550
-2%
