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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 6
增持 55
减持 87
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
+$811.5M
9,878,900
-2%
增持
INTC
INTEL CORP
+$762.4M
69,103,171
+22%
减持
LLY
LILLY ELI & CO
-$760.6M
25,367,550
-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
FDX
FEDEX CORP
+$689.1M
13,568,892
-3%
减持
JPM
JPMORGAN CHASE & CO
-$449.4M
6,078,651
-34%
增持
—
SEAGEN INC
+$378.6M
4,894,808
+3%
减持
MU
MICRON TECHNOLOGY INC
+$364.1M
38,949,937
-2%
减持
AMGN
AMGEN INC
-$362.9M
15,112,703
-1%
减持
NVDA
NVIDIA CORPORATION
+$353.1M
2,756,115
-2%
减持
BIDU
BAIDU INC
+$332.8M
9,382,524
-1%
减持
SONY
SONY GROUP CORPORATION
+$319.3M
24,024,958
-1%
减持
BAC
BANK AMERICA CORP
-$299.7M
14,689,706
-32%
减持
GOOGL
ALPHABET INC
+$294.6M
20,781,745
-1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$291.0M
6,293,153
-1%
减持
TXN
TEXAS INSTRS INC
+$273.3M
16,644,445
-3%
增持
ORCL
ORACLE CORP
+$264.5M
13,984,991
+10%
增持
BABA
ALIBABA GROUP HLDG LTD
+$243.9M
17,283,277
+0%
增持
GSK
GSK PLC
+$218.9M
9,871,510
+162%
减持
WFC
WELLS FARGO CO NEW
-$198.9M
47,378,950
-1%
减持
RJF
RAYMOND JAMES FINL INC
-$198.2M
12,836,557
-2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$175.4M
38,328,229
+2%
减持
GOOG
ALPHABET INC
+$166.4M
13,744,985
-3%
增持
MKTX
MARKETAXESS HLDGS INC
+$160.2M
1,109,230
+13%
减持
SCHW
SCHWAB CHARLES CORP
-$157.1M
1,305,908
-52%
减持
UAL
UNITED AIRLS HLDGS INC
+$150.4M
23,905,209
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$147.4M
2,967,791
+20%
减持
ACM
AECOM
-$134.9M
16,116,639
-8%
减持
—
PIONEER NAT RES CO
-$129.3M
5,037,656
-1%
增持
—
SPLUNK INC
+$124.9M
11,131,228
+2%
减持
UNP
UNION PAC CORP
-$124.0M
2,049,500
-21%
增持
JBL
JABIL INC
+$114.0M
4,065,600
+13%
减持
—
HESS CORP
-$112.5M
8,180,075
-3%
减持
MSFT
MICROSOFT CORP
+$111.3M
11,441,058
-14%
减持
META
META PLATFORMS INC
+$111.0M
1,221,325
-1%
增持
V
VISA INC
+$110.9M
4,202,441
+4%
建仓
—
LINDE PLC
+$103.1M
290,000
减持
LUV
SOUTHWEST AIRLS CO
-$102.8M
50,852,629
-3%
减持
—
ROYAL CARIBBEAN GROUP
+$102.7M
6,649,061
-1%
减持
ADI
ANALOG DEVICES INC
+$101.8M
3,903,640
-4%
减持
QCOM
QUALCOMM INC
+$101.1M
6,444,042
-2%
增持
ROST
ROSS STORES INC
-$101.0M
11,275,424
+1%
增持
BIIB
BIOGEN INC
+$101.0M
16,001,166
+2%
增持
—
ASTRAZENECA PLC
+$100.4M
45,389,857
+1%
减持
OLED
UNIVERSAL DISPLAY CORP
+$96.8M
2,078,919
-0%
增持
NTRS
NORTHERN TR CORP
+$95.3M
5,884,232
+23%
减持
AMAT
APPLIED MATLS INC
+$94.0M
3,948,183
-2%
清仓
—
LINDE PLC
-$91.3M
0
-100%
减持
INTU
INTUIT
+$90.1M
1,877,691
-2%
增持
AMZN
AMAZON COM INC
+$86.7M
4,308,300
+1%
增持
CME
CME GROUP INC
+$83.8M
1,860,930
+15%
减持
—
TRANSOCEAN LTD
+$82.3M
46,321,989
-1%
减持
CVS
CVS HEALTH CORP
-$82.0M
3,722,585
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$81.4M
21,514,405
-2%
增持
—
ACTIVISION BLIZZARD INC
+$80.3M
5,516,380
+8%
减持
ABT
ABBOTT LABS
-$77.3M
4,240,768
-8%
减持
DIS
DISNEY WALT CO
+$73.2M
5,749,467
-1%
减持
AAL
AMERICAN AIRLS GROUP INC
+$72.0M
37,738,441
-1%
减持
AAPL
APPLE INC
+$68.5M
1,984,600
-0%
减持
—
ASML HOLDING N V
+$66.5M
622,779
-5%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
-$65.5M
7,607,311
+10%
减持
MS
MORGAN STANLEY
-$63.1M
2,720,353
-23%
增持
DAL
DELTA AIR LINES INC DEL
+$62.1M
22,646,708
+2%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$61.2M
34,356,196
-10%
增持
BNTX
BIONTECH SE
-$57.1M
4,574,263
+10%
减持
IQV
IQVIA HLDGS INC
-$56.5M
313,781
-46%
减持
CAT
CATERPILLAR INC
-$54.9M
2,534,148
-4%
减持
ERIC
ERICSSON
-$54.4M
58,314,717
-14%
减持
ACLS
AXCELIS TECHNOLOGIES INC
+$54.1M
1,165,226
-9%
减持
DE
DEERE & CO
-$52.8M
138,150
-46%
减持
WHR
WHIRLPOOL CORP
-$50.2M
4,773,935
-1%
减持
ENTG
ENTEGRIS INC
+$49.3M
3,003,244
-0%
增持
XNCR
XENCOR INC
+$49.0M
7,562,819
+22%
减持
NVS
NOVARTIS AG
-$48.6M
16,427,035
-4%
减持
USB
US BANCORP DEL
-$48.2M
442,700
-70%
建仓
TTD
THE TRADE DESK INC
+$46.8M
767,800
减持
NTAP
NETAPP INC
+$46.4M
15,909,474
-1%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$45.5M
18,243,429
+4%
建仓
NXT
NEXTRACKER INC
+$44.6M
1,229,400
减持
BB
BLACKBERRY LTD
+$44.5M
35,473,222
-1%
减持
A
AGILENT TECHNOLOGIES INC
-$44.4M
2,303,421
-5%
增持
—
FIBROGEN INC
+$41.0M
14,126,697
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$39.5M
3,564,109
-3%
增持
EOG
EOG RES INC
-$39.5M
2,948,529
+1%
增持
SLB
SCHLUMBERGER LTD
+$39.2M
959,000
+552%
增持
CRM
SALESFORCE INC
+$37.2M
378,400
+31%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$37.0M
371,740
+7189%
增持
TW
TRADEWEB MKTS INC
+$36.4M
1,574,685
+16%
减持
TDG
TRANSDIGM GROUP INC
+$36.2M
555,394
-6%
增持
—
DUPONT DE NEMOURS INC
+$36.0M
2,934,646
+15%
增持
DHR
DANAHER CORPORATION
+$33.4M
248,737
+126%
减持
BBWI
BATH & BODY WORKS INC
-$32.4M
5,769,475
-0%
减持
PANW
PALO ALTO NETWORKS INC
+$30.5M
520,342
-1%
减持
GD
GENERAL DYNAMICS CORP
-$29.7M
903,610
-5%
增持
—
LIVANOVA PLC
-$29.6M
5,176,100
+13%
减持
TER
TERADYNE INC
+$29.5M
1,523,255
-1%
建仓
BNY
BANK NEW YORK MELLON CORP
+$29.3M
645,800
清仓
SPHR
MADISON SQUARE GRDN ENTERTNM
-$28.9M
0
-100%
减持
—
DISCOVER FINL SVCS
-$28.6M
2,017,139
-13%
减持
HPQ
HP INC
+$28.4M
21,539,285
-4%
增持
—
CAPRI HOLDINGS LIMITED
-$27.6M
3,709,075
+5%
减持
FCX
FREEPORT-MCMORAN INC
-$27.6M
3,228,200
-23%
减持
FORM
FORMFACTOR INC
+$27.5M
3,086,524
-3%
减持
—
NEKTAR THERAPEUTICS
-$27.3M
11,483,026
-27%
建仓
LKFT
GALAPAGOS NV
+$25.4M
657,377
减持
TJX
TJX COS INC NEW
-$23.5M
14,009,748
-1%
增持
SYK
STRYKER CORPORATION
+$23.4M
464,570
+4%
减持
GLW
CORNING INC
+$23.2M
8,909,919
-2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$23.2M
4,878,562
+1%
减持
—
FLEX LTD
+$22.9M
49,377,864
-5%
减持
ONC
BEIGENE LTD
-$22.7M
5,045,924
-0%
减持
CSCO
CISCO SYS INC
+$21.8M
7,280,620
-3%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$21.6M
4,934,912
+2%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$21.3M
490,900
减持
DSGX
DESCARTES SYS GROUP INC
+$20.3M
2,911,706
-5%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$19.5M
891,285
-7%
减持
GS
GOLDMAN SACHS GROUP INC
-$19.5M
603,650
-4%
增持
FIS
FIDELITY NATL INFORMATION SV
-$19.2M
3,763,985
+14%
增持
NFLX
NETFLIX INC
+$18.9M
173,910
+24%
增持
MAR
MARRIOTT INTL INC NEW
+$18.8M
890,146
+3%
减持
KLAC
KLA CORP
-$18.5M
6,349,889
-6%
减持
PGR
PROGRESSIVE CORP
+$18.3M
1,510,690
-1%
减持
KMX
CARMAX INC
+$18.0M
5,936,361
-1%
增持
OKTA
OKTA INC
+$17.7M
577,866
+23%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$17.5M
420,100
+768%
增持
OTIS
OTIS WORLDWIDE CORP
+$17.2M
1,713,641
+5%
减持
RVTY
PERKINELMER INC
-$16.6M
1,154,335
-5%
增持
—
STRATASYS LTD
+$16.3M
3,175,749
+4%
减持
MBLY
MOBILEYE GLOBAL INC
+$15.2M
2,021,070
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$15.0M
3,421,011
-3%
增持
XPEV
XPENG INC
+$14.7M
12,111,877
+0%
增持
HUBS
HUBSPOT INC
+$14.7M
104,350
+0%
增持
INDI
INDIE SEMICONDUCTOR INC
+$14.5M
3,063,700
+0%
增持
ALB
ALBEMARLE CORP
+$14.4M
2,040,895
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$14.1M
1,392,850
+15%
增持
J
JACOBS SOLUTIONS INC
+$13.9M
6,358,327
+4%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$13.6M
806,500
+12%
减持
EW
EDWARDS LIFESCIENCES CORP
+$13.5M
1,936,000
-2%
减持
MAT
MATTEL INC
+$12.4M
43,647,759
-2%
减持
ARLO
ARLO TECHNOLOGIES INC
+$12.3M
4,840,460
-0%
增持
DLTR
DOLLAR TREE INC
+$12.2M
1,575,515
+4%
增持
MCD
MCDONALDS CORP
+$11.8M
291,600
+10%
减持
PINS
PINTEREST INC
+$11.4M
4,736,000
-2%
减持
VSXY
VICTORIAS SECRET AND CO
-$11.4M
2,432,705
-8%
减持
—
WAVE LIFE SCIENCES LTD
-$11.2M
4,181,108
-0%
增持
GFL
GFL ENVIRONMENTAL INC
+$10.9M
937,500
+28%
减持
—
IROBOT CORP
-$10.6M
1,885,953
-2%
减持
TMUS
T-MOBILE US INC
-$10.2M
932,269
-10%
增持
MA
MASTERCARD INCORPORATED
+$10.0M
421,800
+2%
增持
QSR
RESTAURANT BRANDS INTL INC
+$9.9M
1,464,900
+7%
减持
ARRY
ARRAY TECHNOLOGIES INC
-$9.8M
1,162,000
-36%
