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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 2
增持 29
减持 117
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
LLY
LILLY ELI & CO
+$2.33B
23,546,201
-7%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$561.8M
6,108,578
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$448.2M
3,078,107
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。
-14%
减持
KLAC
KLA CORP
+$418.1M
6,087,899
-4%
减持
AMGN
AMGEN INC
-$381.7M
14,736,435
-2%
减持
TSLA
TESLA INC
+$360.0M
9,204,430
-7%
减持
NVDA
NVIDIA CORPORATION
+$331.2M
2,592,600
-6%
增持
BABA
ALIBABA GROUP HLDG LTD
-$319.7M
17,352,479
+0%
减持
MSFT
MICROSOFT CORP
+$302.6M
10,574,687
-8%
减持
ORCL
ORACLE CORP
+$275.5M
13,225,091
-5%
减持
DAL
DELTA AIR LINES INC DEL
+$271.4M
22,343,868
-1%
减持
UAL
UNITED AIRLS HLDGS INC
+$235.1M
23,562,429
-1%
减持
TXN
TEXAS INSTRS INC
-$228.7M
15,928,105
-4%
减持
—
FIBROGEN INC
-$226.7M
13,677,588
-3%
减持
—
ROYAL CARIBBEAN GROUP
+$216.2M
6,269,261
-6%
减持
ONC
BEIGENE LTD
-$193.4M
5,014,649
-1%
减持
GOOGL
ALPHABET INC
+$192.8M
19,619,805
-6%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$180.5M
18,383,619
+1%
增持
—
SEAGEN INC
+$171.2M
6,038,808
+23%
减持
FDX
FEDEX CORP
+$167.7M
13,182,907
-3%
减持
NTAP
NETAPP INC
+$166.9M
15,480,084
-3%
减持
—
FLEX LTD
+$166.8M
47,140,474
-5%
减持
LUV
SOUTHWEST AIRLS CO
+$157.6M
50,050,662
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$151.6M
20,947,045
-3%
减持
GOOG
ALPHABET INC
+$147.9M
13,039,525
-5%
减持
MKTX
MARKETAXESS HLDGS INC
-$144.4M
1,107,770
-0%
减持
BIDU
BAIDU INC
-$144.1M
9,289,874
-1%
减持
WFC
WELLS FARGO CO NEW
+$124.2M
44,404,555
-6%
减持
RJF
RAYMOND JAMES FINL INC
+$120.8M
12,701,532
-1%
减持
CAT
CATERPILLAR INC
-$120.0M
1,869,330
-26%
减持
SONY
SONY GROUP CORPORATION
-$118.4M
22,872,413
-5%
增持
BIIB
BIOGEN INC
+$116.2M
16,025,876
+0%
增持
—
SPLUNK INC
+$115.7M
11,150,318
+0%
减持
AMZN
AMAZON COM INC
+$115.6M
4,300,450
-0%
减持
AAL
AMERICAN AIRLS GROUP INC
+$112.8M
37,317,721
-1%
减持
QCOM
QUALCOMM INC
-$111.2M
5,971,952
-7%
减持
BSX
BOSTON SCIENTIFIC CORP
+$107.0M
37,428,979
-2%
减持
KMX
CARMAX INC
+$105.2M
5,815,561
-2%
减持
ABT
ABBOTT LABS
-$105.1M
2,974,864
-30%
增持
INTC
INTEL CORP
+$101.1M
70,535,501
+2%
减持
ACM
AECOM
-$92.0M
14,960,071
-7%
减持
ENTG
ENTEGRIS INC
+$85.7M
2,996,144
-0%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$81.2M
48,996,454
+12%
减持
UNP
UNION PAC CORP
-$74.5M
1,651,700
-19%
减持
DIS
DISNEY WALT CO
-$72.8M
5,632,307
-2%
减持
WHR
WHIRLPOOL CORP
+$71.0M
4,712,808
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$70.4M
4,862,792
-1%
增持
XMTR
XOMETRY INC
+$69.1M
6,240,278
+48%
增持
GSK
GSK PLC
+$68.3M
11,771,770
+19%
增持
BNTX
BIONTECH SE
-$66.9M
4,659,853
+2%
减持
JBL
JABIL INC
+$65.4M
3,927,000
-3%
减持
TDG
TRANSDIGM GROUP INC
+$61.0M
526,044
-5%
减持
A
AGILENT TECHNOLOGIES INC
-$60.8M
2,144,511
-7%
减持
TJX
TJX COS INC NEW
+$57.4M
13,624,348
-3%
减持
—
CARNIVAL CORP
+$56.9M
6,608,578
-1%
增持
NTRS
NORTHERN TR CORP
-$56.5M
6,232,242
+6%
减持
AMAT
APPLIED MATLS INC
+$54.2M
3,730,483
-6%
增持
—
LIVANOVA PLC
+$51.6M
5,389,420
+4%
减持
UPS
UNITED PARCEL SERVICE INC
-$50.5M
2,930,091
-1%
减持
—
ACTIVISION BLIZZARD INC
-$50.5M
5,001,905
-9%
减持
MU
MICRON TECHNOLOGY INC
+$48.9M
38,014,731
-2%
减持
AAPL
APPLE INC
+$48.5M
1,937,100
-2%
减持
WEX
WEX INC
-$46.4M
499,940
-33%
减持
ACLS
AXCELIS TECHNOLOGIES INC
+$42.2M
1,077,146
-8%
减持
VSXY
VICTORIAS SECRET AND CO
-$41.1M
2,408,839
-1%
减持
ERIC
ERICSSON
-$40.2M
55,218,371
-5%
减持
ADI
ANALOG DEVICES INC
-$38.5M
3,754,540
-4%
减持
ROST
ROSS STORES INC
+$35.9M
10,992,464
-3%
减持
CVS
CVS HEALTH CORP
-$35.1M
3,493,175
-6%
减持
VLO
VALERO ENERGY CORP
-$34.3M
784,525
-13%
减持
BB
BLACKBERRY LTD
+$32.0M
35,036,122
-1%
减持
TMUS
T-MOBILE US INC
-$30.4M
753,019
-19%
减持
ALK
ALASKA AIR GROUP INC
+$30.1M
3,897,287
-8%
减持
BURL
BURLINGTON STORES INC
-$28.3M
631,630
-0%
减持
OLED
UNIVERSAL DISPLAY CORP
-$27.6M
2,045,819
-2%
减持
XPEV
XPENG INC
+$27.2M
12,056,377
-0%
减持
PANW
PALO ALTO NETWORKS INC
+$27.2M
513,102
-1%
清仓
—
MAXAR TECHNOLOGIES INC
-$27.0M
0
-100%
减持
PODD
INSULET CORP
-$26.4M
710,608
-2%
增持
NSC
NORFOLK SOUTHN CORP
+$25.6M
231,100
+83%
减持
—
HESS CORP
+$24.4M
8,142,005
-0%
减持
LVS
LAS VEGAS SANDS CORP
-$24.3M
456,900
-48%
减持
—
TRANSOCEAN LTD
+$24.1M
45,465,089
-2%
减持
PYPL
PAYPAL HLDGS INC
-$24.0M
1,764,450
-5%
减持
V
VISA INC
+$23.6M
4,089,031
-3%
减持
RVTY
REVVITY INC
-$23.6M
1,096,535
-5%
减持
BAC
BANK AMERICA CORP
-$23.3M
13,831,906
-6%
减持
TXT
TEXTRON INC
-$23.1M
4,916,480
-2%
减持
ILMN
ILLUMINA INC
-$22.6M
457,548
-2%
减持
ARLO
ARLO TECHNOLOGIES INC
+$21.9M
4,696,910
-3%
减持
DSGX
DESCARTES SYS GROUP INC
-$21.6M
2,660,001
-9%
减持
PGR
PROGRESSIVE CORP
-$21.2M
1,472,260
-3%
增持
MRVL
MARVELL TECHNOLOGY INC
+$21.1M
709,300
+44%
减持
MXL
MAXLINEAR INC
-$20.8M
2,650,630
-11%
增持
LYFT
LYFT INC
+$20.7M
6,274,155
+47%
增持
XPO
XPO INC
+$19.9M
729,900
+1%
建仓
MSGE
MADISON SQUARE GARDEN ENTMT
+$19.3M
573,078
减持
MAT
MATTEL INC
+$19.3M
42,108,859
-4%
减持
CME
CME GROUP INC
-$18.4M
1,823,930
-2%
减持
—
NORWEGIAN CRUISE LINE HLDG L
+$18.3M
2,324,970
-3%
减持
CARR
CARRIER GLOBAL CORPORATION
+$18.3M
4,857,262
-0%
增持
QSR
RESTAURANT BRANDS INTL INC
+$17.8M
1,498,900
+2%
减持
—
SHOCKWAVE MED INC
+$17.8M
285,100
-3%
减持
GD
GENERAL DYNAMICS CORP
-$17.8M
875,820
-3%
增持
XNCR
XENCOR INC
-$17.4M
7,750,852
+2%
增持
ALB
ALBEMARLE CORP
+$17.2M
2,099,025
+3%
建仓
SPHR
SPHERE ENTERTAINMENT CO
+$17.1M
623,078
减持
DE
DEERE & CO
-$16.4M
100,350
-27%
减持
INTU
INTUIT
-$16.2M
1,791,586
-5%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$16.1M
827,740
-2%
增持
TW
TRADEWEB MKTS INC
-$16.0M
1,583,475
+1%
清仓
USB
US BANCORP DEL
-$16.0M
0
-100%
增持
—
WOLFSPEED INC
-$15.8M
1,894,994
+2%
减持
—
DISCOVER FINL SVCS
+$15.8M
1,841,129
-9%
减持
UBER
UBER TECHNOLOGIES INC
+$15.7M
1,387,050
-0%
减持
AUR
AURORA INNOVATION INC
+$15.6M
10,218,700
-2%
减持
MS
MORGAN STANLEY
-$15.2M
2,619,243
-4%
减持
EOG
EOG RES INC
-$14.9M
2,823,129
-4%
减持
FIS
FIDELITY NATL INFORMATION SV
-$14.7M
3,469,585
-8%
减持
—
ASML HOLDING N V
+$14.6M
605,079
-3%
减持
NFLX
NETFLIX INC
+$14.2M
168,610
-3%
减持
C
CITIGROUP INC
-$14.1M
3,884,846
-6%
减持
CTVA
CORTEVA INC
-$14.1M
1,718,207
-8%
增持
MA
MASTERCARD INCORPORATED
+$13.8M
424,800
+1%
减持
MAR
MARRIOTT INTL INC NEW
+$13.6M
878,900
-1%
增持
GKOS
GLAUKOS CORP
+$13.6M
618,500
+2%
减持
CSCO
CISCO SYS INC
-$13.2M
7,101,120
-2%
减持
—
PIONEER NAT RES CO
-$12.9M
4,903,856
-3%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
+$11.9M
1,111,150
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$11.4M
2,968,839
-13%
减持
HPQ
HP INC
+$11.1M
20,948,295
-3%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$11.0M
66,350
-36%
增持
LUNG
PULMONX CORP
+$10.8M
5,519,721
+0%
减持
—
ALKERMES PLC
+$10.8M
4,126,240
-2%
减持
CSX
CSX CORP
-$10.6M
3,211,600
-20%
增持
OPTU
ALTICE USA INC
+$10.6M
5,285,000
+235%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$10.6M
632,900
+51%
减持
MDB
MONGODB INC
+$10.3M
74,700
-15%
增持
EVR
EVERCORE INC
+$10.0M
660,880
+6%
减持
EAT
BRINKER INTL INC
-$9.9M
506,300
-32%
增持
BJ
BJS WHSL CLUB HLDGS INC
-$9.9M
816,000
+1%
减持
MBLY
MOBILEYE GLOBAL INC
-$9.9M
2,018,770
-0%
减持
DOW
DOW INC
-$9.6M
1,891,973
-6%
减持
CRM
SALESFORCE INC
-$9.0M
315,400
-17%
增持
NWL
NEWELL BRANDS INC
-$8.7M
4,636,500
+18%
减持
—
VMWARE INC
+$8.6M
474,065
-1%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$8.5M
33,080,266
-4%
减持
NTNX
NUTANIX INC
+$8.3M
5,505,293
-2%
减持
J
JACOBS SOLUTIONS INC
+$8.3M
6,353,917
-0%
减持
IEX
IDEX CORP
-$8.2M
336,825
-4%
