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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 5
增持 42
减持 100
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
—
SEAGEN INC
-$1.33B
0
-100%
增持
INTC
INTEL CORP
+$1.12B
75,237,927
+1%
减持
KLAC
KLA CORP
+$668.4M
5,890,309
-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
MU
MICRON TECHNOLOGY INC
+$639.0M
37,491,511
-0%
减持
MSFT
MICROSOFT CORP
+$589.1M
10,354,697
-1%
减持
LLY
ELI LILLY & CO
+$553.0M
22,200,534
-4%
减持
ADBE
ADOBE INC
+$461.5M
5,942,278
-2%
清仓
—
ACTIVISION BLIZZARD INC
-$432.4M
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$322.2M
42,829,870
-2%
减持
ROST
ROSS STORES INC
+$263.0M
10,806,804
-1%
减持
AMGN
AMGEN INC
+$243.1M
14,591,468
-1%
减持
SONY
SONY GROUP CORP
+$231.0M
22,173,343
-2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$219.0M
37,905,659
+1%
减持
—
ROYAL CARIBBEAN GROUP
+$206.6M
6,001,561
-3%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$201.3M
50,600,324
+3%
减持
FDX
FEDEX CORP
-$200.5M
12,902,957
-1%
减持
INTU
INTUIT
+$187.1M
1,736,031
-1%
减持
NVS
NOVARTIS AG
-$183.6M
12,905,697
-12%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
+$180.6M
8,052,648
-3%
减持
NVDA
NVIDIA CORPORATION
+$150.2M
2,576,730
-0%
减持
TXN
TEXAS INSTRS INC
+$148.8M
15,614,995
-1%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$146.9M
18,414,374
+0%
减持
GOOGL
ALPHABET INC
+$141.3M
19,200,410
-1%
减持
NTAP
NETAPP INC
+$140.3M
14,709,824
-3%
增持
BIDU
BAIDU INC
-$140.0M
9,283,034
+0%
减持
MAT
MATTEL INC
-$139.4M
41,178,489
-1%
减持
—
FLEX LTD
+$131.2M
45,139,254
-2%
增持
NTRS
NORTHERN TR CORP
+$130.1M
6,891,902
+6%
增持
XMTR
XOMETRY INC
+$126.3M
6,652,858
+0%
增持
V
VISA INC
+$124.1M
4,046,151
+0%
增持
ALB
ALBEMARLE CORP
+$123.0M
3,476,674
+56%
增持
NFE
NEW FORTRESS ENERGY INC
+$112.5M
3,438,300
+553%
减持
RJF
RAYMOND JAMES FINL INC
+$111.1M
12,317,607
-2%
增持
AMZN
AMAZON COM INC
+$109.5M
4,325,350
+0%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$102.6M
5,086,578
+11%
减持
QCOM
QUALCOMM INC
+$99.3M
5,211,042
-12%
减持
GOOG
ALPHABET INC
+$94.3M
12,738,775
-1%
增持
BIIB
BIOGEN INC
+$93.4M
16,264,481
+2%
增持
HPQ
HP INC
+$92.2M
20,801,915
+0%
增持
BABA
ALIBABA GROUP HLDG LTD
-$91.7M
18,224,982
+5%
减持
—
HESS CORP
-$91.3M
7,970,450
-2%
增持
MKTX
MARKETAXESS HLDGS INC
+$89.8M
1,122,560
+0%
减持
—
ASML HOLDING N V
+$88.6M
579,179
-3%
减持
ACM
AECOM
+$83.7M
14,009,719
-4%
减持
LUV
SOUTHWEST AIRLS CO
+$80.0M
49,444,947
-1%
建仓
BA
BOEING CO
+$78.0M
299,300
减持
ADI
ANALOG DEVICES INC
+$77.8M
3,656,705
-1%
增持
DIS
DISNEY WALT CO
+$77.0M
6,276,477
+4%
减持
—
ASTRAZENECA PLC
-$77.0M
42,987,075
-2%
减持
ENTG
ENTEGRIS INC
+$76.9M
2,987,244
-0%
清仓
—
VMWARE INC
-$74.3M
0
-100%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$73.1M
53,963,871
-2%
减持
TDG
TRANSDIGM GROUP INC
+$72.6M
510,994
-3%
减持
DAL
DELTA AIR LINES INC DEL
+$69.9M
22,199,858
-0%
减持
UNP
UNION PAC CORP
+$67.6M
1,625,700
-0%
建仓
AVGO
BROADCOM INC
+$65.2M
58,371
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$62.2M
3,002,872
-1%
减持
TJX
TJX COS INC NEW
+$59.8M
13,491,848
-1%
减持
J
JACOBS SOLUTIONS INC
-$58.3M
6,097,102
-2%
减持
AMAT
APPLIED MATLS INC
+$57.2M
3,234,083
-4%
减持
GS
GOLDMAN SACHS GROUP INC
-$56.8M
350,850
-41%
减持
NTNX
NUTANIX INC
+$53.4M
5,105,193
-6%
增持
WHR
WHIRLPOOL CORP
-$52.9M
4,729,936
+1%
减持
BBWI
BATH & BODY WORKS INC
+$52.0M
5,604,915
-0%
增持
—
TRANSOCEAN LTD
-$51.9M
50,699,389
+11%
减持
DLTR
DOLLAR TREE INC
+$51.3M
1,485,385
-1%
减持
OLED
UNIVERSAL DISPLAY CORP
+$49.1M
1,912,282
-5%
减持
A
AGILENT TECHNOLOGIES INC
+$47.6M
2,028,891
-3%
减持
—
DISCOVER FINL SVCS
+$43.3M
1,794,919
-2%
减持
MS
MORGAN STANLEY
-$42.6M
1,770,204
-30%
减持
—
PIONEER NAT RES CO
-$42.0M
4,760,256
-2%
减持
BB
BLACKBERRY LTD
-$41.5M
34,835,822
-0%
减持
AAPL
APPLE INC
+$40.7M
1,925,800
-0%
增持
META
META PLATFORMS INC
+$39.1M
677,725
+1%
减持
PINS
PINTEREST INC
+$38.6M
4,498,600
-5%
减持
BURL
BURLINGTON STORES INC
+$36.4M
620,100
-0%
增持
XPEV
XPENG INC
-$35.6M
12,497,823
+5%
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$35.4M
1,042,046
-0%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$35.2M
1,005,450
+89%
减持
C
CITIGROUP INC
+$34.4M
3,715,846
-3%
减持
AAL
AMERICAN AIRLS GROUP INC
+$32.9M
37,047,931
-0%
减持
CSCO
CISCO SYS INC
-$32.7M
6,849,690
-3%
增持
CVS
CVS HEALTH CORP
+$32.6M
3,443,795
+0%
减持
—
SPLUNK INC
+$32.2M
10,820,268
-2%
增持
OTIS
OTIS WORLDWIDE CORP
+$32.0M
1,882,741
+11%
减持
TSLA
TESLA INC
-$31.2M
9,075,585
-1%
减持
PODD
INSULET CORP
+$30.7M
643,478
-6%
减持
GD
GENERAL DYNAMICS CORP
+$30.4M
842,650
-1%
减持
ABT
ABBOTT LABS
+$30.3M
2,858,141
-3%
减持
PANW
PALO ALTO NETWORKS INC
+$30.1M
507,965
-1%
减持
—
CARNIVAL CORP
+$29.6M
6,317,278
-1%
减持
UAL
UNITED AIRLS HLDGS INC
-$29.2M
23,353,324
-0%
减持
PGR
PROGRESSIVE CORP
+$28.7M
1,463,750
-0%
减持
CAT
CATERPILLAR INC
+$28.2M
1,804,480
-3%
减持
BAC
BANK AMERICA CORP
+$28.2M
11,952,906
-13%
减持
LYFT
LYFT INC
+$26.8M
6,143,530
-1%
减持
KMX
CARMAX INC
+$25.2M
5,587,871
-2%
减持
MAR
MARRIOTT INTL INC NEW
+$25.2M
876,500
-0%
增持
XNCR
XENCOR INC
+$24.1M
8,901,607
+9%
减持
WDC
WESTERN DIGITAL CORP.
-$23.2M
1,542,608
-32%
减持
VSXY
VICTORIAS SECRET AND CO
+$22.6M
2,344,667
-1%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$22.4M
32,152,126
-2%
减持
CW
CURTISS WRIGHT CORP
+$21.9M
1,010,630
-3%
减持
—
CAPRI HOLDINGS LIMITED
-$21.0M
4,225,653
-5%
减持
FORM
FORMFACTOR INC
+$20.3M
3,030,914
-0%
减持
ARM
ARM HOLDINGS PLC
+$19.6M
953,740
-2%
增持
FCX
FREEPORT-MCMORAN INC
+$19.1M
3,318,000
+1%
减持
EOG
EOG RES INC
-$18.4M
2,792,229
-1%
增持
SYY
SYSCO CORP
+$18.3M
2,199,500
+2%
减持
UBER
UBER TECHNOLOGIES INC
+$18.2M
1,323,450
-4%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$18.2M
763,280
-2%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$17.7M
201,885
-0%
减持
NFLX
NETFLIX INC
+$17.6M
167,390
-1%
增持
NWL
NEWELL BRANDS INC
+$17.0M
8,511,972
+35%
减持
JBL
JABIL INC
-$16.9M
3,722,975
-4%
减持
SCHW
SCHWAB CHARLES CORP
+$16.9M
1,257,908
-1%
减持
TW
TRADEWEB MKTS INC
+$16.8M
1,586,895
-0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$16.7M
4,337,462
-10%
增持
SYK
STRYKER CORPORATION
+$15.8M
436,100
+4%
建仓
IT
GARTNER INC
+$15.8M
35,000
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$15.6M
23,534,378
+15%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$15.1M
393,650
+40%
增持
LUNG
PULMONX CORP
+$14.9M
5,646,451
+2%
增持
GKOS
GLAUKOS CORP
+$14.7M
790,035
+24%
增持
INDI
INDIE SEMICONDUCTOR INC
+$14.6M
5,060,480
+21%
减持
CME
CME GROUP INC
+$14.3M
1,787,730
-1%
减持
TMUS
T-MOBILE US INC
+$14.0M
712,839
-0%
增持
BBIO
BRIDGEBIO PHARMA INC
+$13.4M
944,000
+1%
减持
VLO
VALERO ENERGY CORP
-$12.9M
710,100
-4%
减持
EA
ELECTRONIC ARTS INC
+$12.4M
832,625
-1%
减持
MA
MASTERCARD INCORPORATED
+$12.2M
419,400
-0%
增持
—
WOLFSPEED INC
+$11.4M
1,906,494
+2%
建仓
PFGC
PERFORMANCE FOOD GROUP CO
+$11.2M
162,400
增持
IQV
IQVIA HLDGS INC
+$11.0M
313,336
+0%
增持
GSK
GSK PLC
+$10.9M
12,089,370
+0%
减持
TXT
TEXTRON INC
+$10.8M
5,375,995
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
+$10.8M
1,901,000
-2%
建仓
NICE
NICE LTD
+$10.0M
50,250
增持
KEY
KEYCORP
+$10.0M
2,328,500
+6%
减持
—
ALKERMES PLC
-$9.8M
3,565,625
-8%
减持
CTRA
COTERRA ENERGY INC
-$9.5M
3,545,650
-4%
增持
—
LI-CYCLE HOLDINGS CORP
-$9.4M
3,280,200
+3%
减持
TER
TERADYNE INC
+$9.3M
1,426,695
-2%
增持
MOG/A
MOOG INC
+$8.9M
243,700
+4%
减持
DSGX
DESCARTES SYS GROUP INC
+$8.8M
2,342,953
-9%
减持
CTVA
CORTEVA INC
-$8.7M
1,624,978
-4%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$8.4M
398,323
+2%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$8.2M
816,060
-1%
减持
—
NORWEGIAN CRUISE LINE HLDG L
+$7.9M
2,281,670
-1%
减持
NSC
NORFOLK SOUTHN CORP
+$7.7M
224,100
-2%
