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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 5
增持 27
减持 117
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
+$1.35B
23,063,536
-2%
减持
AMGN
AMGEN INC
+$687.7M
14,732,458
-0%
减持
LUV
SOUTHWEST AIRLS CO
-$464.3M
49,796,547
-1%
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
BIIB
BIOGEN INC
-$449.6M
16,012,566
-0%
减持
—
SPLUNK INC
+$433.3M
11,051,468
-1%
减持
TXN
TEXAS INSTRS INC
-$354.4M
15,803,920
-1%
减持
UAL
UNITED AIRLS HLDGS INC
-$300.1M
23,469,434
-0%
增持
INTC
INTEL CORP
+$299.1M
74,762,291
+6%
减持
MSFT
MICROSOFT CORP
-$296.4M
10,466,247
-1%
减持
DAL
DELTA AIR LINES INC DEL
-$239.0M
22,249,768
-0%
减持
KLAC
KLA CORP
-$197.1M
6,008,094
-1%
减持
FDX
FEDEX CORP
+$196.5M
13,077,757
-1%
减持
AAL
AMERICAN AIRLS GROUP INC
-$193.3M
37,171,066
-0%
减持
GOOGL
ALPHABET INC
+$192.3M
19,416,340
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$191.5M
4,602,427
-5%
减持
SONY
SONY GROUP CORP
-$190.9M
22,674,113
-1%
减持
ORCL
ORACLE CORP
-$183.3M
13,139,041
-1%
减持
—
ASTRAZENECA PLC
-$182.4M
43,889,365
-0%
增持
—
SEAGEN INC
+$166.2M
6,261,798
+4%
减持
MU
MICRON TECHNOLOGY INC
+$161.5M
37,638,901
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$147.6M
20,536,150
-2%
减持
—
HESS CORP
+$133.4M
8,106,835
-0%
减持
GOOG
ALPHABET INC
+$123.6M
12,900,950
-1%
减持
TSLA
TESLA INC
-$123.1M
9,137,275
-1%
减持
HPQ
HP INC
-$109.6M
20,766,675
-1%
减持
WFC
WELLS FARGO CO NEW
-$109.3M
43,708,380
-2%
减持
ADBE
ADOBE INC
+$96.6M
6,047,568
-1%
减持
—
PIONEER NAT RES CO
+$96.5M
4,846,356
-1%
减持
PODD
INSULET CORP
-$95.9M
683,198
-4%
减持
J
JACOBS SOLUTIONS INC
+$94.2M
6,224,627
-2%
减持
MAT
MATTEL INC
+$94.0M
41,616,789
-1%
增持
TXT
TEXTRON INC
+$89.0M
5,394,200
+10%
增持
ALB
ALBEMARLE CORP
-$88.9M
2,230,955
+6%
减持
—
ASML HOLDING N V
-$88.7M
594,279
-2%
减持
FIS
FIDELITY NATL INFORMATION SV
-$88.1M
1,840,700
-47%
减持
KMX
CARMAX INC
-$83.2M
5,705,751
-2%
减持
ADI
ANALOG DEVICES INC
-$83.1M
3,702,785
-1%
减持
—
ROYAL CARIBBEAN GROUP
-$79.9M
6,191,861
-1%
减持
INTU
INTUIT
+$77.1M
1,757,486
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$74.3M
3,025,992
-2%
减持
WHR
WHIRLPOOL CORP
-$72.4M
4,703,306
-0%
减持
AMAT
APPLIED MATLS INC
-$72.3M
3,372,412
-10%
减持
UPS
UNITED PARCEL SERVICE INC
-$71.0M
2,914,391
-1%
减持
JBL
JABIL INC
+$67.4M
3,871,250
-1%
减持
ALK
ALASKA AIR GROUP INC
-$63.4M
3,880,247
-0%
减持
DLTR
DOLLAR TREE INC
-$61.1M
1,500,585
-2%
减持
—
CAPRI HOLDINGS LIMITED
+$60.1M
4,434,003
-8%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$59.8M
49,168,659
+0%
减持
—
FLEX LTD
-$59.2M
46,100,384
-2%
减持
BABA
ALIBABA GROUP HLDG LTD
+$58.0M
17,343,272
-0%
减持
—
DISCOVER FINL SVCS
-$56.7M
1,828,939
-1%
减持
QCOM
QUALCOMM INC
-$56.5M
5,892,497
-1%
减持
XPEV
XPENG INC
+$56.2M
11,872,897
-2%
减持
ACM
AECOM
-$55.8M
14,585,379
-3%
减持
RJF
RAYMOND JAMES FINL INC
-$55.7M
12,569,127
-1%
增持
—
TRANSOCEAN LTD
+$55.1M
45,531,389
+0%
减持
META
META PLATFORMS INC
-$53.1M
668,925
-24%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
+$52.7M
8,267,421
-0%
减持
BSX
BOSTON SCIENTIFIC CORP
-$52.2M
37,355,169
-0%
建仓
ARM
ARM HOLDINGS PLC
+$52.1M
973,000
减持
ENTG
ENTEGRIS INC
-$51.0M
2,992,544
-0%
增持
MKTX
MARKETAXESS HLDGS INC
-$50.7M
1,118,220
+1%
减持
TJX
TJX COS INC NEW
+$50.7M
13,567,648
-0%
减持
AAPL
APPLE INC
-$45.7M
1,927,800
-0%
减持
CAT
CATERPILLAR INC
+$45.4M
1,850,970
-1%
减持
GLW
CORNING INC
-$41.8M
8,764,719
-1%
减持
V
VISA INC
-$41.7M
4,040,331
-1%
减持
ABT
ABBOTT LABS
-$40.0M
2,935,854
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$37.7M
780,300
-7%
减持
—
CARNIVAL CORP
-$36.9M
6,381,478
-3%
减持
NTNX
NUTANIX INC
+$35.6M
5,448,193
-1%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$35.1M
18,406,539
+0%
减持
ERIC
ERICSSON
-$34.1M
54,905,971
-1%
减持
—
WOLFSPEED INC
-$33.8M
1,876,794
-1%
减持
EOG
EOG RES INC
+$33.0M
2,809,129
-0%
减持
NVDA
NVIDIA CORPORATION
+$29.1M
2,588,195
-0%
减持
BB
BLACKBERRY LTD
-$29.0M
34,986,522
-0%
增持
—
LIVANOVA PLC
+$28.8M
5,785,360
+7%
增持
XNCR
XENCOR INC
-$28.6M
8,184,206
+6%
减持
ILMN
ILLUMINA INC
-$28.5M
417,065
-9%
减持
NVS
NOVARTIS AG
-$28.1M
14,595,152
-3%
减持
MXL
MAXLINEAR INC
-$27.3M
2,531,650
-4%
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$26.9M
1,045,976
-3%
建仓
MOG/A
MOOG INC
+$26.4M
233,700
减持
BIDU
BAIDU INC
-$26.4M
9,270,554
-0%
减持
NTAP
NETAPP INC
-$26.2M
15,240,814
-2%
增持
TDG
TRANSDIGM GROUP INC
-$26.0M
527,044
+0%
减持
—
SHOCKWAVE MED INC
-$25.5M
280,670
-2%
减持
DSGX
DESCARTES SYS GROUP INC
-$24.9M
2,564,453
-4%
减持
CARR
CARRIER GLOBAL CORPORATION
+$24.4M
4,816,362
-1%
增持
—
FIBROGEN INC
-$24.2M
14,724,968
+8%
减持
CME
CME GROUP INC
+$24.2M
1,808,830
-1%
建仓
KEY
KEYCORP
+$23.5M
2,187,600
减持
A
AGILENT TECHNOLOGIES INC
-$23.4M
2,096,801
-2%
减持
BBWI
BATH & BODY WORKS INC
-$22.9M
5,618,075
-1%
减持
BAC
BANK AMERICA CORP
-$22.6M
13,668,806
-1%
减持
C
CITIGROUP INC
-$22.1M
3,811,946
-2%
减持
OLED
UNIVERSAL DISPLAY CORP
+$21.7M
2,016,689
-1%
减持
JBLU
JETBLUE AWYS CORP
-$21.3M
4,942,000
-0%
减持
—
ALKERMES PLC
-$20.4M
3,882,230
-6%
增持
XMTR
XOMETRY INC
-$19.6M
6,631,211
+6%
增持
TW
TRADEWEB MKTS INC
+$19.0M
1,588,775
+0%
减持
TER
TERADYNE INC
-$18.0M
1,448,630
-1%
增持
GSK
GSK PLC
+$17.6M
12,058,770
+2%
减持
CHTR
CHARTER COMMUNICATIONS INC N
+$17.3M
239,850
-0%
减持
WDC
WESTERN DIGITAL CORP.
+$17.3M
2,279,369
-0%
增持
NWL
NEWELL BRANDS INC
+$16.6M
6,302,300
+36%
减持
MS
MORGAN STANLEY
-$16.0M
2,543,213
-3%
减持
PYPL
PAYPAL HLDGS INC
-$15.9M
1,742,150
-1%
建仓
—
TRONOX HOLDINGS PLC
+$15.4M
1,144,200
增持
LUNG
PULMONX CORP
-$15.3M
5,522,401
+0%
减持
BURL
BURLINGTON STORES INC
-$15.2M
622,200
-1%
减持
OTIS
OTIS WORLDWIDE CORP
-$14.8M
1,699,041
-0%
减持
—
IROBOT CORP
-$14.7M
1,793,755
-2%
减持
RVTY
REVVITY INC
-$14.6M
1,044,940
-5%
增持
SYY
SYSCO CORP
-$14.2M
2,158,250
+2%
减持
—
STRATASYS LTD
-$13.7M
2,997,499
-2%
减持
VLO
VALERO ENERGY CORP
+$13.2M
742,670
-5%
增持
DIS
DISNEY WALT CO
-$13.2M
6,041,777
+7%
增持
AMZN
AMAZON COM INC
-$12.9M
4,308,350
+0%
增持
BBIO
BRIDGEBIO PHARMA INC
+$12.8M
938,700
+35%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$12.8M
2,296,070
-1%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$12.6M
32,720,856
-1%
减持
CTVA
CORTEVA INC
-$11.9M
1,691,248
-2%
减持
ROK
ROCKWELL AUTOMATION INC
-$11.8M
263,020
-0%
减持
JPM
JPMORGAN CHASE & CO
-$11.7M
5,348,946
-1%
减持
CCJ
CAMECO CORP
+$11.6M
1,427,900
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$11.4M
510,540
-0%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$11.3M
879,300
+8%
减持
CSCO
CISCO SYS INC
+$11.3M
7,044,690
-1%
减持
ALLO
ALLOGENE THERAPEUTICS INC
-$11.3M
5,284,386
-6%
增持
OKTA
OKTA INC
+$11.2M
664,866
+7%
减持
AME
AMETEK INC
-$11.1M
470,900
-6%
减持
MAR
MARRIOTT INTL INC NEW
+$11.1M
877,600
-0%
减持
—
ACTIVISION BLIZZARD INC
+$10.7M
4,618,105
-8%
增持
NTRS
NORTHERN TR CORP
-$10.6M
6,497,047
+4%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$10.6M
1,033,750
-7%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$10.5M
0
-100%
减持
RTX
RTX CORPORATION
-$10.5M
403,132
-0%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$10.4M
545,270
-0%
增持
NFLX
NETFLIX INC
-$10.3M
169,290
+0%
减持
—
ALTAIR ENGR INC
-$9.9M
424,150
-12%
减持
PGR
PROGRESSIVE CORP
+$9.5M
1,467,320
-0%
建仓
ETSY
ETSY INC
+$9.0M
139,800
减持
—
MEDTRONIC PLC
-$9.0M
880,290
-1%
减持
EVR
EVERCORE INC
+$8.9M
656,880
-1%
增持
IQV
IQVIA HLDGS INC
-$8.7M
312,376
+0%
增持
FCX
FREEPORT-MCMORAN INC
-$8.6M
3,274,900
+0%
减持
U
UNITY SOFTWARE INC
-$8.4M
666,727
-1%
减持
EA
ELECTRONIC ARTS INC
-$8.2M
843,125
-0%
