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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 5
增持 30
减持 113
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$2.74B
16,756,654
-5%
减持
AMGN
AMGEN INC
-$1.20B
13,002,125
-9%
减持
UAL
UNITED AIRLS HLDGS INC
+$857.2M
22,679,475
-4%
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
KLAC
KLA CORP
-$838.6M
5,184,569
-2%
减持
TSLA
TESLA INC
+$770.2M
7,555,735
-13%
减持
MU
MICRON TECHNOLOGY INC
-$738.7M
37,596,461
-0%
减持
BIIB
BIOGEN INC
-$708.7M
16,046,209
-2%
减持
—
ASTRAZENECA PLC
-$583.1M
41,019,527
-2%
减持
ADBE
ADOBE INC
-$501.4M
5,487,401
-3%
增持
BABA
ALIBABA GROUP HLDG LTD
-$464.3M
21,955,107
+0%
增持
AAL
AMERICAN AIRLS GROUP INC
+$405.2M
60,225,707
+5%
增持
AMZN
AMAZON COM INC
+$384.6M
5,494,750
+25%
减持
TXN
TEXAS INSTRS INC
-$384.1M
14,370,519
-4%
减持
RJF
RAYMOND JAMES FINL INC
+$314.9M
11,469,156
-4%
减持
NVS
NOVARTIS AG
-$308.3M
11,025,039
-8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$289.5M
2,505,151
-3%
减持
INTC
INTEL CORP
-$267.8M
77,049,937
-0%
减持
BIDU
BAIDU INC
-$255.2M
12,114,236
-0%
减持
NVDA
NVIDIA CORPORATION
+$252.3M
21,292,680
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$247.6M
4,252,350
+310%
增持
GSK
GSK PLC
+$247.1M
25,261,660
+70%
减持
NTAP
NETAPP INC
-$239.9M
12,220,339
-9%
减持
MSFT
MICROSOFT CORP
-$212.4M
9,548,640
-3%
减持
QCOM
QUALCOMM INC
-$190.5M
4,167,852
-15%
减持
DAL
DELTA AIR LINES INC DEL
+$189.0M
21,932,007
-2%
增持
ONC
BEIGENE LTD
-$175.0M
5,098,904
+3%
减持
LUV
SOUTHWEST AIRLS CO
+$172.3M
48,900,053
-2%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$152.7M
51,165,165
-3%
减持
XMTR
XOMETRY INC
+$150.3M
6,501,962
-6%
减持
V
VISA INC
+$148.5M
3,964,780
-1%
减持
—
ROYAL CARIBBEAN GROUP
+$136.8M
4,268,658
-11%
减持
AMAT
APPLIED MATLS INC
-$131.8M
2,596,280
-5%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$130.6M
18,189,171
-4%
减持
—
EXXON MOBIL CORP
-$128.8M
6,522,990
-8%
减持
BSX
BOSTON SCIENTIFIC CORP
+$128.7M
36,929,666
-2%
减持
ORCL
ORACLE CORP
-$127.0M
12,156,455
-4%
减持
OLED
UNIVERSAL DISPLAY CORP
-$125.4M
1,797,132
-3%
减持
GOOGL
ALPHABET INC
+$119.6M
17,008,935
-9%
减持
INTU
INTUIT
-$117.2M
1,440,875
-13%
建仓
APP
APPLOVIN CORP
+$112.7M
348,100
增持
SONY
SONY GROUP CORP
+$104.1M
101,995,855
+380%
建仓
—
SPOTIFY TECHNOLOGY S A
+$98.3M
219,800
减持
GOOG
ALPHABET INC
+$95.2M
11,379,775
-8%
减持
TXT
TEXTRON INC
-$94.9M
4,874,615
-8%
增持
MRVL
MARVELL TECHNOLOGY INC
+$94.8M
2,098,430
+10%
增持
NFE
NEW FORTRESS ENERGY INC
+$93.2M
13,096,998
+14%
减持
HPQ
HP INC
-$86.3M
21,915,405
-2%
增持
DLTR
DOLLAR TREE INC
+$85.0M
3,978,425
+31%
减持
JPM
JPMORGAN CHASE & CO.
+$84.3M
5,319,450
-6%
减持
—
ASML HOLDING N V
-$82.3M
546,309
-1%
减持
DIS
DISNEY WALT CO
+$82.0M
6,296,234
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$78.9M
22,773,180
-3%
增持
—
CAPRI HOLDINGS LIMITED
-$77.0M
4,688,333
+13%
减持
ACM
AECOM
-$76.3M
11,381,582
-9%
减持
—
LIVANOVA PLC
-$75.5M
4,754,060
-16%
减持
ADI
ANALOG DEVICES INC
-$75.0M
3,523,385
-2%
减持
ALB
ALBEMARLE CORP
-$74.8M
3,349,954
-13%
减持
MAT
MATTEL INC
-$74.5M
36,512,081
-4%
减持
ALK
ALASKA AIR GROUP INC
+$73.3M
3,821,450
-1%
减持
JBL
JABIL INC
+$71.6M
3,572,660
-3%
减持
CVS
CVS HEALTH CORP
-$67.4M
2,997,455
-7%
减持
CAT
CATERPILLAR INC
-$64.3M
1,424,446
-4%
减持
GD
GENERAL DYNAMICS CORP
-$62.2M
679,750
-15%
减持
UNH
UNITEDHEALTH GROUP INC
-$61.6M
12,920
-89%
减持
—
FLEX LTD
+$60.7M
39,190,841
-9%
减持
MRSH
MARSH & MCLENNAN COS INC
-$59.6M
2,732,326
-5%
增持
AVGO
BROADCOM INC
+$58.1M
957,880
+1%
建仓
EXE
EXPAND ENERGY CORPORATION
+$57.2M
574,518
减持
BB
BLACKBERRY LTD
-$56.9M
4,562,076
-84%
减持
UNP
UNION PAC CORP
-$54.2M
1,497,280
-7%
清仓
—
SOUTHWESTERN ENERGY CO
-$52.8M
0
-100%
减持
NTRS
NORTHERN TR CORP
+$51.0M
6,720,607
-5%
减持
FCX
FREEPORT-MCMORAN INC
-$48.5M
2,958,786
-8%
减持
ENTG
ENTEGRIS INC
-$47.6M
2,873,164
-3%
减持
BNTX
BIONTECH SE
-$46.9M
4,295,817
-5%
增持
NSC
NORFOLK SOUTHN CORP
+$44.1M
673,200
+47%
减持
SYY
SYSCO CORP
-$42.8M
4,337,229
-10%
减持
A
AGILENT TECHNOLOGIES INC
-$42.6M
1,789,661
-6%
增持
AAPL
APPLE INC
+$41.9M
2,270,500
+0%
减持
—
HESS CORP
-$41.6M
7,768,296
-2%
减持
DOW
DOW INC
-$40.8M
1,292,492
-24%
减持
VSXY
VICTORIAS SECRET AND CO
-$40.7M
116,933
-93%
减持
—
DUPONT DE NEMOURS INC
-$40.3M
2,580,092
-3%
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$38.1M
916,426
-6%
减持
PYPL
PAYPAL HLDGS INC
+$38.0M
5,944,806
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$38.0M
2,788,761
-2%
建仓
CVNA
CARVANA CO
+$35.6M
174,900
增持
AMTM
AMENTUM HOLDINGS INC
-$35.1M
6,414,379
+22%
减持
BAC
BANK AMERICA CORP
+$34.8M
10,027,332
-2%
减持
—
CARNIVAL CORP
+$34.6M
6,004,150
-4%
减持
—
TRANSOCEAN LTD
-$33.9M
54,816,411
-3%
减持
BBWI
BATH & BODY WORKS INC
+$33.9M
5,335,727
-2%
增持
MKTX
MARKETAXESS HLDGS INC
-$33.6M
1,369,102
+2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$33.5M
2,043,500
+15%
减持
TRMB
TRIMBLE INC
+$31.5M
4,425,156
-2%
增持
CIEN
CIENA CORP
+$31.5M
463,680
+264%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$29.9M
4,797,150
-4%
减持
PGR
PROGRESSIVE CORP
-$29.4M
1,382,330
-3%
减持
CRM
SALESFORCE INC
+$28.4M
501,600
-1%
减持
NWL
NEWELL BRANDS INC
+$27.8M
14,146,420
-4%
增持
USFD
US FOODS HLDG CORP
+$26.8M
659,021
+129%
减持
NFLX
NETFLIX INC
+$26.4M
157,240
-2%
减持
SLB
SCHLUMBERGER LTD
-$25.6M
422,300
-58%
建仓
PRM
PERIMETER SOLUTIONS INC
+$25.0M
1,953,126
清仓
—
PERIMETER SOLUTIONS SA
-$24.8M
0
-100%
减持
CTRA
COTERRA ENERGY INC
-$24.8M
2,114,020
-36%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$24.5M
28,902,400
-8%
减持
CSCO
CISCO SYS INC
+$24.3M
5,541,030
-3%
增持
BRBR
BELLRING BRANDS INC
+$23.8M
540,000
+95%
减持
XNCR
XENCOR INC
+$22.7M
8,984,432
-2%
增持
CME
CME GROUP INC
+$22.3M
1,864,920
+0%
增持
DOCU
DOCUSIGN INC
+$21.4M
574,530
+18%
减持
MO
ALTRIA GROUP INC
-$21.2M
498,900
-46%
减持
OTIS
OTIS WORLDWIDE CORP
-$20.9M
1,809,921
-0%
减持
FIS
FIDELITY NATL INFORMATION SV
-$20.2M
1,333,700
-13%
减持
GKOS
GLAUKOS CORP
+$19.9M
1,214,325
-2%
减持
—
MEDTRONIC PLC
-$19.8M
727,185
-16%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$19.5M
4,371,901
+70%
减持
IQV
IQVIA HLDGS INC
-$19.3M
294,989
-10%
减持
EOG
EOG RES INC
-$19.0M
2,575,742
-5%
增持
—
WOLFSPEED INC
-$18.2M
6,519,164
+3%
减持
NTNX
NUTANIX INC
-$18.1M
3,621,453
-10%
减持
C
CITIGROUP INC
+$17.9M
2,888,355
-2%
减持
ROST
ROSS STORES INC
-$17.9M
10,364,825
-2%
减持
WHR
WHIRLPOOL CORP
+$17.2M
4,670,586
-3%
增持
UBER
UBER TECHNOLOGIES INC
-$16.9M
1,376,200
+3%
增持
META
META PLATFORMS INC
+$16.9M
736,100
+2%
减持
TER
TERADYNE INC
-$16.7M
1,958,250
-0%
减持
GS
GOLDMAN SACHS GROUP INC
-$16.1M
192,000
-25%
增持
—
LINDE PLC
-$15.6M
277,000
+0%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$14.7M
539,300
-23%
减持
WFC
WELLS FARGO CO NEW
-$14.7M
25,539,184
-20%
减持
CTVA
CORTEVA INC
-$14.0M
1,382,081
-12%
减持
ARM
ARM HOLDINGS PLC
-$14.0M
546,620
-4%
减持
PINS
PINTEREST INC
-$13.9M
4,027,300
-0%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$13.4M
2,103,380
+0%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$13.3M
771,775
-2%
减持
RXO
RXO INC
-$13.0M
301,496
-58%
增持
RVTY
REVVITY INC
-$13.0M
951,885
+2%
减持
—
ALCON AG
-$13.0M
776,300
-2%
减持
NXT
NEXTRACKER INC
-$12.7M
7,701,847
-2%
减持
CERS
CERUS CORP
-$12.5M
1,544,300
-82%
减持
TTD
THE TRADE DESK INC
-$12.2M
213,400
-37%
减持
EBAY
EBAY INC.
-$11.9M
2,178,870
-3%
减持
MGM
MGM RESORTS INTERNATIONAL
-$11.9M
558,490
-30%
减持
XPO
XPO INC
+$11.9M
542,200
-2%
增持
MBLY
MOBILEYE GLOBAL INC
+$11.8M
1,804,400
+2%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$10.8M
46,270,799
-3%
减持
SNY
SANOFI
-$10.7M
1,110,928
-0%
减持
HUBS
HUBSPOT INC
+$10.3M
84,450
-7%
