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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 4
增持 52
减持 91
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
+$1.23B
19,618,082
-8%
清仓
—
PIONEER NAT RES CO
-$1.14B
0
-100%
建仓
—
EXXON MOBIL CORP
+$980.2M
8,514,677
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。
增持
INTC
INTEL CORP
-$952.3M
77,822,587
+2%
增持
NVDA
NVIDIA CORPORATION
+$589.9M
21,669,980
+838%
减持
GOOGL
ALPHABET INC
+$553.4M
18,903,240
-1%
减持
KLAC
KLA CORP
+$506.6M
5,515,689
-5%
减持
MU
MICRON TECHNOLOGY INC
+$488.8M
37,425,361
-0%
减持
—
ASTRAZENECA PLC
+$412.6M
42,597,235
-1%
减持
GOOG
ALPHABET INC
+$367.9M
12,527,940
-1%
减持
AMGN
AMGEN INC
+$362.4M
14,447,127
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$324.2M
37,959,061
+0%
增持
BIIB
BIOGEN INC
+$289.9M
16,338,294
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$286.2M
23,498,604
+1%
减持
TXN
TEXAS INSTRS INC
+$281.0M
15,341,904
-1%
减持
NTAP
NETAPP INC
+$253.2M
13,786,774
-5%
减持
WFC
WELLS FARGO CO NEW
-$249.1M
37,202,871
-12%
减持
ADBE
ADOBE INC
+$229.6M
5,735,711
-2%
增持
ILMN
ILLUMINA INC
+$194.2M
2,428,760
+463%
减持
MSFT
MICROSOFT CORP
+$181.8M
10,043,580
-2%
减持
ORCL
ORACLE CORP
+$170.8M
12,848,720
-2%
减持
ACM
AECOM
-$169.1M
13,021,913
-3%
增持
PYPL
PAYPAL HLDGS INC
+$169.0M
4,946,460
+181%
减持
MAT
MATTEL INC
-$157.4M
38,528,182
-3%
减持
TSLA
TESLA INC
+$157.0M
8,823,200
-2%
减持
DIS
DISNEY WALT CO
-$153.2M
6,497,724
-0%
增持
AAPL
APPLE INC
+$149.8M
2,250,800
+19%
增持
HPQ
HP INC
+$147.6M
22,451,096
+6%
减持
J
JACOBS SOLUTIONS INC
-$134.2M
5,582,222
-6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$127.9M
2,666,937
-3%
增持
ALB
ALBEMARLE CORP
-$126.5M
3,813,054
+2%
减持
QCOM
QUALCOMM INC
+$120.9M
4,949,643
-3%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$119.6M
5,054,590
-0%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$105.4M
31,775,271
-1%
减持
ADI
ANALOG DEVICES INC
+$104.6M
3,602,310
-1%
减持
FDX
FEDEX CORP
+$100.1M
12,789,420
-1%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$99.0M
52,802,763
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$97.6M
5,582,865
+8%
减持
NVS
NOVARTIS AG
+$95.4M
12,179,345
-2%
减持
CAT
CATERPILLAR INC
-$93.7M
1,622,727
-6%
清仓
—
SHOCKWAVE MED INC
-$90.1M
0
-100%
减持
NXT
NEXTRACKER INC
-$87.8M
7,990,923
-3%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$87.5M
18,790,085
+0%
减持
KMX
CARMAX INC
-$84.1M
5,411,784
-2%
减持
—
ROYAL CARIBBEAN GROUP
+$81.9M
4,874,443
-3%
增持
OLED
UNIVERSAL DISPLAY CORP
+$80.5M
1,895,017
+0%
增持
JBL
JABIL INC
-$78.2M
3,682,875
+3%
增持
AVGO
BROADCOM INC
+$74.9M
95,428
+61%
增持
WHR
WHIRLPOOL CORP
-$74.6M
4,858,250
+2%
减持
CVS
CVS HEALTH CORP
-$72.2M
3,362,305
-1%
减持
TER
TERADYNE INC
+$70.9M
2,038,485
-1%
减持
ONC
BEIGENE LTD
-$70.8M
4,986,289
-0%
减持
V
VISA INC
-$70.4M
4,047,195
-0%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$69.9M
1,625,280
+223%
增持
BABA
ALIBABA GROUP HLDG LTD
+$69.9M
21,870,987
+5%
减持
—
DISCOVER FINL SVCS
-$66.1M
766,213
-40%
增持
GKOS
GLAUKOS CORP
+$64.5M
1,220,815
+44%
减持
BBWI
BATH & BODY WORKS INC
-$63.1M
5,536,855
-1%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$62.9M
1,951,070
+3842%
增持
MRVL
MARVELL TECHNOLOGY INC
+$61.8M
1,802,700
+99%
减持
RJF
RAYMOND JAMES FINL INC
-$58.7M
12,085,582
-0%
增持
AMZN
AMAZON COM INC
+$58.7M
4,360,250
+0%
减持
TXT
TEXTRON INC
-$58.7M
5,310,725
-1%
减持
BNTX
BIONTECH SE
-$58.6M
4,789,518
-0%
减持
TRMB
TRIMBLE INC
-$54.6M
4,683,866
-5%
增持
SYY
SYSCO CORP
+$54.0M
4,373,485
+37%
减持
—
CAPRI HOLDINGS LIMITED
-$53.8M
3,624,792
-5%
减持
AMAT
APPLIED MATLS INC
+$53.2M
2,855,183
-5%
增持
DLTR
DOLLAR TREE INC
+$51.7M
2,872,460
+50%
减持
TJX
TJX COS INC NEW
+$50.3M
12,450,867
-4%
增持
—
TRANSOCEAN LTD
-$49.8M
56,119,489
+1%
减持
GLW
CORNING INC
+$45.2M
8,562,019
-2%
减持
NTNX
NUTANIX INC
-$40.0M
4,192,393
-7%
增持
BIDU
BAIDU INC
-$40.0M
11,947,706
+17%
增持
INDI
INDIE SEMICONDUCTOR INC
+$39.6M
15,779,119
+94%
减持
LUV
SOUTHWEST AIRLS CO
-$39.0M
49,908,845
-1%
减持
SONY
SONY GROUP CORP
-$38.7M
21,491,973
-1%
减持
PINS
PINTEREST INC
+$38.3M
4,084,050
-0%
增持
CRM
SALESFORCE INC
+$37.7M
508,600
+65%
减持
A
AGILENT TECHNOLOGIES INC
-$36.6M
1,956,571
-2%
减持
FORM
FORMFACTOR INC
+$35.8M
2,876,614
-5%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$35.5M
7,312,391
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$35.4M
2,893,315
-0%
增持
NFE
NEW FORTRESS ENERGY INC
+$35.2M
8,026,130
+74%
增持
XMTR
XOMETRY INC
-$34.7M
6,804,988
+1%
减持
UNP
UNION PAC CORP
-$33.9M
1,604,170
-1%
增持
CME
CME GROUP INC
-$33.3M
1,803,043
+0%
减持
WEX
WEX INC
-$31.4M
414,323
-6%
增持
LYFT
LYFT INC
-$31.0M
6,256,080
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$29.9M
516,100
+1%
建仓
GRAL
GRAIL INC
+$28.7M
1,865,276
增持
XNCR
XENCOR INC
-$28.6M
9,116,202
+0%
增持
GTLB
GITLAB INC
+$28.1M
827,040
+269%
减持
ACLS
AXCELIS TECHNOLOGIES INC
+$27.8M
989,796
-2%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$26.6M
48,272,499
-2%
减持
—
ASML HOLDING N V
+$26.5M
572,509
-1%
减持
ROST
ROSS STORES INC
-$24.5M
10,650,717
-1%
建仓
CASY
CASEYS GEN STORES INC
+$24.1M
63,200
减持
CARR
CARRIER GLOBAL CORPORATION
-$23.5M
2,449,791
-20%
减持
VLO
VALERO ENERGY CORP
-$22.2M
217,265
-34%
减持
—
FIBROGEN INC
-$21.7M
13,655,948
-5%
增持
META
META PLATFORMS INC
+$21.5M
706,450
+2%
减持
CSCO
CISCO SYS INC
-$21.5M
5,801,409
-3%
增持
MKTX
MARKETAXESS HLDGS INC
+$20.0M
1,330,880
+18%
增持
UAL
UNITED AIRLS HLDGS INC
+$19.9M
23,729,342
+0%
减持
ENTG
ENTEGRIS INC
-$19.0M
2,955,532
-1%
增持
FLYW
FLYWIRE CORPORATION
+$18.4M
1,962,633
+253%
减持
IEX
IDEX CORP
-$17.7M
303,775
-6%
减持
CRL
CHARLES RIV LABS INTL INC
-$17.7M
273,730
-0%
增持
COP
CONOCOPHILLIPS
-$17.6M
2,902,005
+6%
增持
—
WOLFSPEED INC
-$17.1M
6,045,310
+15%
减持
LUNG
PULMONX CORP
-$17.0M
5,709,901
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$16.6M
745,125
-2%
减持
DAL
DELTA AIR LINES INC DEL
-$16.0M
22,434,223
-1%
减持
FIS
FIDELITY NATL INFORMATION SV
-$15.1M
1,536,900
-13%
减持
CSX
CSX CORP
-$14.7M
2,330,400
-7%
减持
EW
EDWARDS LIFESCIENCES CORP
-$14.4M
1,811,000
-5%
建仓
GTLS
CHART INDS INC
+$14.3M
99,300
减持
—
CARNIVAL CORP
+$14.0M
6,283,978
-1%
增持
OKTA
OKTA INC
-$13.8M
1,356,216
+1%
增持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$13.3M
1,232,340
+6%
增持
IQV
IQVIA HLDGS INC
-$13.2M
325,176
+0%
减持
BB
BLACKBERRY LTD
-$12.7M
33,330,110
-4%
增持
GSK
GSK PLC
+$12.6M
14,511,390
+14%
减持
OTIS
OTIS WORLDWIDE CORP
-$12.6M
1,813,291
-4%
减持
—
ALKERMES PLC
-$12.4M
3,385,795
-3%
增持
NSC
NORFOLK SOUTHN CORP
-$12.3M
464,800
+6%
增持
EXAS
EXACT SCIENCES CORP
-$12.1M
496,300
+4%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$12.1M
199,955
-1%
减持
AME
AMETEK INC
-$12.0M
352,400
-9%
增持
NTRS
NORTHERN TR CORP
-$11.6M
7,046,757
+4%
减持
MRSH
MARSH & MCLENNAN COS INC
+$11.6M
2,871,716
-0%
增持
MOG/A
MOOG INC
+$11.6M
303,100
+24%
增持
ALLO
ALLOGENE THERAPEUTICS INC
-$11.1M
5,670,226
+4%
增持
EVR
EVERCORE INC
+$11.1M
604,550
+1%
减持
EOG
EOG RES INC
-$11.1M
2,757,629
-2%
减持
PODD
INSULET CORP
+$10.9M
579,678
-6%
减持
LOW
LOWES COS INC
-$10.7M
125,000
-17%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$10.6M
803,150
-1%
增持
—
HESS CORP
+$10.5M
8,098,012
+4%
减持
MBLY
MOBILEYE GLOBAL INC
-$10.4M
1,927,804
-4%
减持
ABT
ABBOTT LABS
-$10.4M
930,926
-1%
减持
NFLX
NETFLIX INC
+$10.2M
162,490
-1%
减持
VSXY
VICTORIAS SECRET AND CO
-$10.1M
1,787,373
-17%
减持
TTD
THE TRADE DESK INC
-$10.1M
374,100
-30%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$9.9M
541,000
-0%
减持
DOW
DOW INC
-$9.9M
1,731,029
-1%
减持
ULTA
ULTA BEAUTY INC
-$9.8M
66,400
-2%
清仓
—
ASSETMARK FINL HLDGS INC
-$9.8M
0
-100%
减持
BJ
BJS WHSL CLUB HLDGS INC
+$9.7M
867,700
-1%
