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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 5
增持 39
减持 105
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$2.09B
17,690,508
-10%
增持
MU
MICRON TECHNOLOGY INC
-$1.02B
37,631,860
+1%
增持
BABA
ALIBABA GROUP HLDG LTD
+$751.2M
21,917,552
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。
+0%
减持
BIIB
BIOGEN INC
-$625.0M
16,315,079
-0%
减持
INTC
INTEL CORP
-$597.5M
77,267,112
-1%
减持
TSLA
TESLA INC
+$535.1M
8,718,685
-1%
减持
KLAC
KLA CORP
-$442.2M
5,301,519
-4%
减持
ONC
BEIGENE LTD
+$405.4M
4,974,289
-0%
减持
WFC
WELLS FARGO CO NEW
-$400.9M
32,015,964
-14%
减持
FDX
FEDEX CORP
-$356.5M
12,709,330
-1%
减持
GOOGL
ALPHABET INC
-$343.0M
18,692,890
-1%
减持
ORCL
ORACLE CORP
+$338.5M
12,633,550
-2%
减持
MSFT
MICROSOFT CORP
-$251.8M
9,847,015
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
+$246.6M
37,826,500
-0%
减持
ADBE
ADOBE INC
-$244.9M
5,681,096
-1%
增持
BIDU
BAIDU INC
+$243.3M
12,123,856
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$233.2M
23,369,570
-1%
减持
SONY
SONY GROUP CORP
+$228.4M
21,270,923
-1%
减持
GOOG
ALPHABET INC
-$225.9M
12,392,730
-1%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$220.8M
18,867,435
+0%
减持
UAL
UNITED AIRLS HLDGS INC
+$190.3M
23,571,002
-1%
增持
PYPL
PAYPAL HLDGS INC
+$182.4M
6,015,816
+22%
建仓
AMTM
AMENTUM HOLDINGS INC
+$170.0M
5,271,282
减持
QCOM
QUALCOMM INC
-$155.1M
4,885,653
-1%
减持
BNTX
BIONTECH SE
+$151.5M
4,516,518
-6%
减持
—
EXXON MOBIL CORP
-$149.8M
7,084,552
-17%
减持
ACM
AECOM
+$144.3M
12,511,207
-4%
减持
—
FLEX LTD
+$137.9M
43,191,034
-2%
减持
—
ASML HOLDING N V
-$124.6M
553,209
-3%
增持
COP
CONOCOPHILLIPS
+$123.0M
4,320,905
+49%
减持
—
HESS CORP
-$119.8M
7,914,945
-2%
减持
AMAT
APPLIED MATLS INC
-$119.7M
2,742,283
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$117.9M
2,574,877
-3%
减持
NTAP
NETAPP INC
-$117.3M
13,427,406
-3%
减持
MAT
MATTEL INC
+$95.4M
37,891,101
-2%
减持
TXN
TEXAS INSTRS INC
+$94.2M
14,903,760
-3%
增持
DLTR
DOLLAR TREE INC
-$93.6M
3,030,845
+6%
减持
J
JACOBS SOLUTIONS INC
-$89.9M
5,271,282
-6%
减持
NVS
NOVARTIS AG
+$84.6M
12,008,055
-1%
减持
NXT
NEXTRACKER INC
-$80.6M
7,844,407
-2%
减持
AMGN
AMGEN INC
+$79.4M
14,255,941
-1%
增持
TDG
TRANSDIGM GROUP INC
+$77.9M
513,194
+0%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
+$77.8M
7,216,911
-1%
减持
INTU
INTUIT
-$76.6M
1,647,036
-2%
增持
MKTX
MARKETAXESS HLDGS INC
+$76.2M
1,338,922
+1%
增持
—
WOLFSPEED INC
-$76.0M
6,349,180
+5%
减持
TJX
TJX COS INC NEW
+$75.7M
12,306,667
-1%
增持
ILMN
ILLUMINA INC
+$74.6M
2,516,359
+4%
减持
XPEV
XPENG INC
+$73.9M
15,953,045
-3%
减持
DAL
DELTA AIR LINES INC DEL
+$73.6M
22,404,523
-0%
增持
NFE
NEW FORTRESS ENERGY INC
-$71.6M
11,532,105
+44%
减持
—
ROYAL CARIBBEAN GROUP
+$70.9M
4,781,143
-2%
减持
NVDA
NVIDIA CORPORATION
-$70.0M
21,468,280
-1%
减持
ENTG
ENTEGRIS INC
-$67.9M
2,952,387
-0%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$64.3M
47,781,999
-1%
减持
PGR
PROGRESSIVE CORP
+$63.1M
1,421,080
-1%
增持
SYY
SYSCO CORP
+$62.2M
4,796,439
+10%
增持
JPM
JPMORGAN CHASE & CO.
+$61.6M
5,647,265
+1%
增持
—
TRANSOCEAN LTD
-$60.8M
56,342,169
+0%
增持
META
META PLATFORMS INC
+$57.9M
723,400
+2%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$57.0M
2,098,330
+29%
增持
CME
CME GROUP INC
+$56.3M
1,861,690
+3%
减持
LPLA
LPL FINL HLDGS INC
-$56.0M
40,900
-83%
增持
—
CAPRI HOLDINGS LIMITED
+$55.8M
4,140,755
+14%
减持
GLW
CORNING INC
+$53.8M
8,558,519
-0%
增持
AAPL
APPLE INC
+$52.6M
2,260,500
+0%
减持
—
ASTRAZENECA PLC
-$51.5M
41,980,045
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$49.5M
1,784,700
-1%
减持
PINS
PINTEREST INC
-$49.3M
4,037,300
-1%
增持
GSK
GSK PLC
+$48.5M
14,853,755
+2%
增持
XMTR
XOMETRY INC
+$48.4M
6,918,252
+2%
增持
NTRS
NORTHERN TR CORP
+$46.1M
7,085,117
+1%
减持
LUV
SOUTHWEST AIRLS CO
+$43.8M
49,669,524
-0%
减持
FORM
FORMFACTOR INC
-$43.6M
2,838,164
-1%
减持
BBWI
BATH & BODY WORKS INC
-$43.2M
5,419,675
-2%
减持
V
VISA INC
+$42.2M
4,017,070
-1%
增持
JBL
JABIL INC
+$41.8M
3,692,560
+0%
减持
C
CITIGROUP INC
-$41.3M
2,962,095
-17%
减持
CAT
CATERPILLAR INC
+$40.5M
1,485,456
-8%
减持
TER
TERADYNE INC
-$39.0M
1,965,835
-4%
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$38.6M
974,436
-2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$38.3M
136,536
-32%
减持
ROST
ROSS STORES INC
+$38.0M
10,535,967
-1%
减持
EVR
EVERCORE INC
-$37.2M
350,520
-42%
建仓
ELF
E L F BEAUTY INC
+$34.9M
320,255
减持
MRSH
MARSH & MCLENNAN COS INC
+$34.9M
2,868,741
-0%
增持
UNP
UNION PAC CORP
+$32.6M
1,605,010
+0%
减持
—
LIVANOVA PLC
-$32.2M
5,627,806
-6%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$31.2M
31,354,856
-1%
减持
MBLY
MOBILEYE GLOBAL INC
-$30.0M
1,764,400
-8%
减持
A
AGILENT TECHNOLOGIES INC
+$29.3M
1,905,840
-3%
减持
CSCO
CISCO SYS INC
+$28.1M
5,706,809
-2%
清仓
LOW
LOWES COS INC
-$27.6M
0
-100%
减持
TW
TRADEWEB MKTS INC
+$27.5M
1,596,150
-0%
减持
RJF
RAYMOND JAMES FINL INC
-$27.3M
11,976,412
-1%
减持
OKTA
OKTA INC
-$27.2M
1,341,316
-1%
建仓
CMA
COMERICA INC
+$26.6M
444,500
减持
CW
CURTISS WRIGHT CORP
+$26.3M
822,490
-9%
减持
DIS
DISNEY WALT CO
-$26.1M
6,435,934
-1%
增持
ADSK
AUTODESK INC
+$25.2M
680,820
+4%
减持
EBAY
EBAY INC.
+$23.7M
2,256,290
-2%
增持
NWL
NEWELL BRANDS INC
+$23.0M
14,723,079
+5%
增持
AMZN
AMAZON COM INC
-$21.7M
4,405,650
+1%
减持
—
DUPONT DE NEMOURS INC
+$21.7M
2,659,526
-1%
减持
WHR
WHIRLPOOL CORP
+$21.0M
4,836,290
-0%
减持
TRMB
TRIMBLE INC
+$19.3M
4,528,666
-3%
减持
TMUS
T-MOBILE US INC
+$19.0M
694,449
-2%
减持
ALK
ALASKA AIR GROUP INC
+$18.1M
3,852,347
-0%
减持
RVTY
REVVITY INC
+$17.9M
933,305
-3%
增持
GKOS
GLAUKOS CORP
+$17.7M
1,245,185
+2%
建仓
BRBR
BELLRING BRANDS INC
+$16.8M
277,391
减持
MXL
MAXLINEAR INC
-$16.0M
2,071,170
-9%
减持
ARM
ARM HOLDINGS PLC
-$15.8M
569,490
-4%
减持
VLO
VALERO ENERGY CORP
-$15.2M
139,870
-36%
减持
HPQ
HP INC
+$15.1M
22,340,440
-0%
减持
NSC
NORFOLK SOUTHN CORP
+$14.1M
458,500
-1%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$14.1M
1,289,150
+1%
增持
OTIS
OTIS WORLDWIDE CORP
+$14.0M
1,813,880
+0%
减持
VSXY
VICTORIAS SECRET AND CO
+$13.9M
1,771,616
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
+$13.1M
2,083,232
-15%
减持
EOG
EOG RES INC
-$12.4M
2,722,937
-1%
减持
WEX
WEX INC
-$12.2M
291,590
-30%
减持
BURL
BURLINGTON STORES INC
-$12.2M
498,200
-17%
增持
MOG/A
MOOG INC
+$12.1M
310,900
+3%
减持
FIS
FIDELITY NATL INFORMATION SV
+$12.1M
1,527,100
-1%
减持
KMX
CARMAX INC
+$12.0M
5,283,834
-2%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$11.9M
4,971,380
-2%
减持
TXT
TEXTRON INC
+$11.8M
5,280,355
-1%
减持
PODD
INSULET CORP
+$11.5M
552,098
-5%
增持
USFD
US FOODS HLDG CORP
+$11.5M
287,408
+145%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$11.3M
791,070
-2%
减持
WDC
WESTERN DIGITAL CORP.
-$11.3M
1,161,435
-3%
增持
XNCR
XENCOR INC
+$11.2M
9,137,195
+0%
建仓
VSEC
VSE CORP
+$11.0M
133,152
增持
MRVL
MARVELL TECHNOLOGY INC
+$11.0M
1,899,600
+5%
减持
LUNG
PULMONX CORP
+$10.9M
5,676,011
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$10.9M
1,036,350
-2%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$10.8M
2,472,020
+27%
增持
AVGO
BROADCOM INC
+$10.8M
950,635
+896%
减持
—
ALKERMES PLC
+$10.7M
3,297,115
-3%
减持
ELAN
ELANCO ANIMAL HEALTH INC
+$10.4M
52,575,502
-0%
减持
OLED
UNIVERSAL DISPLAY CORP
-$10.2M
1,849,382
-2%
减持
—
PERIMETER SOLUTIONS SA
+$10.2M
1,845,691
-1%
减持
SNY
SANOFI
+$10.1M
1,115,998
-0%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$9.9M
2,565,440
+98%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$9.8M
404,000
-1%
减持
CTRA
COTERRA ENERGY INC
-$9.7M
3,289,920
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$9.7M
702,235
-6%
减持
—
MEDTRONIC PLC
+$9.4M
864,945
-1%
增持
BNY
BANK NEW YORK MELLON CORP
+$9.1M
719,900
+1%
