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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 2
增持 60
减持 86
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
+$3.59B
21,254,190
-4%
清仓
—
SPLUNK INC
-$1.65B
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$1.23B
37,609,462
+0%
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
NVDA
NVIDIA CORPORATION
+$811.1M
2,309,935
-10%
减持
BIIB
BIOGEN INC
-$711.1M
16,220,716
-0%
减持
TSLA
TESLA INC
-$666.1M
9,039,080
-0%
减持
KLAC
KLA CORP
+$617.1M
5,784,869
-2%
减持
ADBE
ADOBE INC
-$588.4M
5,859,642
-1%
减持
FDX
FEDEX CORP
+$470.6M
12,889,655
-0%
增持
INTC
INTEL CORP
-$418.3M
76,125,037
+1%
增持
NXT
NEXTRACKER INC
+$415.4M
8,217,513
+719%
减持
MSFT
MICROSOFT CORP
+$413.4M
10,237,595
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$407.7M
37,947,665
+0%
减持
WFC
WELLS FARGO CO NEW
+$350.5M
42,419,390
-1%
建仓
COP
CONOCOPHILLIPS
+$349.6M
2,746,355
增持
JPM
JPMORGAN CHASE & CO
+$262.1M
5,150,246
+14%
减持
ORCL
ORACLE CORP
+$258.8M
13,083,701
-0%
减持
SONY
SONY GROUP CORP
-$235.2M
21,745,283
-2%
增持
DIS
DISNEY WALT CO
+$231.6M
6,524,341
+4%
减持
NTAP
NETAPP INC
+$225.8M
14,504,964
-1%
减持
GOOGL
ALPHABET INC
+$207.7M
19,146,550
-0%
减持
ABT
ABBOTT LABS
-$207.5M
942,331
-67%
增持
DAL
DELTA AIR LINES INC DEL
+$187.2M
22,567,823
+2%
减持
RJF
RAYMOND JAMES FINL INC
+$179.2M
12,090,097
-2%
增持
UAL
UNITED AIRLS HLDGS INC
+$171.2M
23,701,089
+1%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$141.0M
18,713,895
+2%
增持
AAL
AMERICAN AIRLS GROUP INC
+$140.8M
42,332,046
+14%
减持
GOOG
ALPHABET INC
+$134.7M
12,675,480
-0%
增持
AMZN
AMAZON COM INC
+$126.7M
4,346,000
+0%
增持
XMTR
XOMETRY INC
-$125.5M
6,711,638
+1%
减持
J
JACOBS SOLUTIONS INC
+$122.7M
5,946,252
-2%
减持
—
ASML HOLDING N V
+$120.7M
576,071
-1%
减持
MAR
MARRIOTT INTL INC NEW
-$119.2M
310,900
-65%
增持
ONC
BEIGENE LTD
-$117.5M
5,001,839
+0%
增持
TDG
TRANSDIGM GROUP INC
+$114.0M
512,294
+0%
减持
QCOM
QUALCOMM INC
+$111.3M
5,109,007
-2%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$107.0M
52,885,068
+5%
减持
QSR
RESTAURANT BRANDS INTL INC
-$106.4M
134,300
-91%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$102.6M
0
-100%
减持
NVS
NOVARTIS AG
-$101.9M
12,417,755
-4%
减持
CAT
CATERPILLAR INC
+$100.7M
1,730,972
-4%
增持
GSK
GSK PLC
+$98.1M
12,738,370
+5%
增持
SYY
SYSCO CORP
+$97.4M
3,180,835
+45%
减持
AMAT
APPLIED MATLS INC
+$96.4M
3,009,083
-7%
增持
META
META PLATFORMS INC
+$94.8M
689,225
+2%
增持
BABA
ALIBABA GROUP HLDG LTD
+$92.2M
20,796,812
+14%
减持
TXT
TEXTRON INC
+$82.3M
5,364,670
-0%
减持
—
ROYAL CARIBBEAN GROUP
-$81.9M
5,001,265
-17%
增持
MKTX
MARKETAXESS HLDGS INC
-$81.9M
1,125,920
+0%
增持
OKTA
OKTA INC
+$81.4M
1,345,416
+105%
增持
V
VISA INC
+$79.2M
4,058,451
+0%
减持
ROST
ROSS STORES INC
+$76.7M
10,712,924
-1%
增持
TER
TERADYNE INC
+$76.6M
2,050,880
+44%
减持
MCD
MCDONALDS CORP
-$74.9M
41,100
-86%
增持
—
WOLFSPEED INC
+$71.8M
5,244,770
+175%
减持
CARR
CARRIER GLOBAL CORPORATION
-$71.1M
3,063,142
-29%
减持
—
PIONEER NAT RES CO
+$69.4M
4,342,556
-9%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$68.8M
49,221,099
-9%
减持
PGR
PROGRESSIVE CORP
+$68.1M
1,456,740
-0%
增持
—
FLEX LTD
-$65.6M
45,765,464
+1%
增持
XPEV
XPENG INC
-$62.9M
15,549,225
+24%
减持
ENTG
ENTEGRIS INC
+$61.3M
2,982,829
-0%
增持
BNTX
BIONTECH SE
-$59.2M
4,807,918
+1%
增持
NSC
NORFOLK SOUTHN CORP
+$59.1M
439,600
+96%
减持
—
IROBOT CORP
-$55.1M
1,488,403
-16%
减持
TJX
TJX COS INC NEW
+$54.9M
13,020,748
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$54.6M
23,273,407
-1%
减持
KMX
CARMAX INC
+$52.2M
5,522,019
-1%
增持
AMGN
AMGEN INC
-$51.0M
14,601,958
+0%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$49.2M
5,062,950
-0%
减持
TRMB
TRIMBLE INC
+$49.1M
4,917,281
-2%
减持
CSCO
CISCO SYS INC
-$49.0M
5,952,490
-13%
减持
OLED
UNIVERSAL DISPLAY CORP
-$47.8M
1,887,582
-1%
减持
AAPL
APPLE INC
-$46.5M
1,890,800
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$44.9M
112,114
+460%
增持
DLTR
DOLLAR TREE INC
+$44.0M
1,915,185
+29%
减持
MRSH
MARSH & MCLENNAN COS INC
+$42.9M
2,881,611
-1%
减持
TXN
TEXAS INSTRS INC
+$41.8M
15,518,542
-1%
减持
DHR
DANAHER CORPORATION
-$41.4M
64,737
-74%
增持
IT
GARTNER INC
+$40.4M
117,800
+237%
减持
C
CITIGROUP INC
+$40.0M
3,655,046
-2%
增持
LUV
SOUTHWEST AIRLS CO
+$38.9M
50,253,328
+2%
减持
—
CAPRI HOLDINGS LIMITED
-$38.6M
3,834,753
-9%
减持
BBWI
BATH & BODY WORKS INC
+$37.4M
5,583,225
-0%
减持
—
SHOCKWAVE MED INC
+$36.2M
276,770
-2%
减持
VLO
VALERO ENERGY CORP
-$36.0M
329,700
-54%
减持
—
DISCOVER FINL SVCS
-$35.4M
1,268,993
-29%
减持
—
HESS CORP
+$35.1M
7,757,522
-3%
减持
NTNX
NUTANIX INC
+$34.9M
4,510,443
-12%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$34.5M
7,747,591
-4%
减持
PODD
INSULET CORP
-$33.6M
618,768
-4%
增持
—
LIVANOVA PLC
+$32.5M
5,937,151
+3%
增持
BIDU
BAIDU INC
-$32.3M
10,194,129
+10%
增持
TPR
TAPESTRY INC
+$29.4M
659,193
+1156%
增持
SYK
STRYKER CORPORATION
+$29.1M
446,100
+2%
增持
—
TRANSOCEAN LTD
+$28.1M
55,744,039
+10%
减持
BB
BLACKBERRY LTD
-$27.9M
34,558,662
-1%
增持
LPLA
LPL FINL HLDGS INC
+$27.8M
234,400
+56%
增持
LYFT
LYFT INC
+$27.1M
6,161,370
+0%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$26.3M
502,604
+209%
减持
GS
GOLDMAN SACHS GROUP INC
-$26.3M
261,150
-26%
减持
ARM
ARM HOLDINGS PLC
+$25.5M
777,335
-18%
减持
PINS
PINTEREST INC
-$25.0M
4,086,050
-9%
减持
CW
CURTISS WRIGHT CORP
+$24.5M
975,265
-3%
增持
UPS
UNITED PARCEL SERVICE INC
-$24.2M
2,902,305
+0%
增持
GLW
CORNING INC
+$23.2M
8,722,119
+0%
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$22.2M
1,012,996
-3%
减持
FIS
FIDELITY NATL INFORMATION SV
+$22.0M
1,764,700
-3%
建仓
DOCU
DOCUSIGN INC
+$22.0M
369,750
增持
NWL
NEWELL BRANDS INC
+$22.0M
11,939,172
+40%
减持
ACM
AECOM
+$21.9M
13,426,219
-4%
减持
NTRS
NORTHERN TR CORP
+$21.8M
6,785,472
-2%
减持
CSX
CSX CORP
-$21.7M
2,499,900
-24%
增持
TW
TRADEWEB MKTS INC
+$21.5M
1,590,695
+0%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$21.3M
31,993,666
-0%
减持
—
FIBROGEN INC
+$21.1M
14,421,158
-0%
减持
INTU
INTUIT
+$21.0M
1,701,621
-2%
增持
MBLY
MOBILEYE GLOBAL INC
-$20.9M
2,007,050
+2%
减持
BURL
BURLINGTON STORES INC
+$20.6M
607,930
-2%
减持
VSXY
VICTORIAS SECRET AND CO
-$20.5M
2,153,118
-8%
增持
EOG
EOG RES INC
+$20.5M
2,801,729
+0%
减持
EBAY
EBAY INC.
+$20.3M
2,319,990
-1%
减持
UBER
UBER TECHNOLOGIES INC
+$19.9M
1,316,450
-1%
增持
LUNG
PULMONX CORP
-$18.8M
5,739,427
+2%
增持
OTIS
OTIS WORLDWIDE CORP
+$18.7M
1,884,941
+0%
增持
ARLO
ARLO TECHNOLOGIES INC
+$18.4M
5,121,431
+5%
减持
NFLX
NETFLIX INC
+$18.0M
163,790
-2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$17.9M
906,200
+18%
减持
MS
MORGAN STANLEY
-$17.4M
1,568,714
-11%
减持
GD
GENERAL DYNAMICS CORP
+$17.3M
835,890
-1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$17.3M
546,750
+39%
增持
GKOS
GLAUKOS CORP
+$17.2M
848,635
+7%
增持
INDI
INDIE SEMICONDUCTOR INC
+$16.7M
8,154,322
+61%
增持
BA
BOEING CO
-$16.4M
319,300
+7%
减持
WEX
WEX INC
+$16.3M
441,040
-3%
减持
XPO
XPO INC
+$16.2M
553,100
-5%
减持
DELL
DELL TECHNOLOGIES INC
+$16.2M
433,270
-0%
减持
AUR
AURORA INNOVATION INC
-$16.1M
10,114,900
-1%
增持
FCX
FREEPORT-MCMORAN INC
+$15.9M
3,342,900
+1%
减持
MSGE
MADISON SQUARE GARDEN ENTMT
-$15.2M
77,200
-87%
减持
CTVA
CORTEVA INC
+$14.6M
1,603,164
-1%
减持
—
ASTRAZENECA PLC
+$14.4M
42,945,175
-0%
减持
—
MASONITE INTL CORP
-$13.8M
7,000
-96%
增持
—
CARNIVAL CORP
-$13.5M
6,343,878
+0%
减持
MXL
MAXLINEAR INC
-$13.3M
2,347,100
-2%
增持
AVGO
BROADCOM INC
+$13.2M
59,111
+1%
增持
PYPL
PAYPAL HLDGS INC
+$13.1M
1,762,300
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$13.0M
201,355
-0%
增持
HPQ
HP INC
+$12.7M
21,131,365
+2%
减持
DSGX
DESCARTES SYS GROUP INC
+$12.6M
2,289,753
-2%
