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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 29
减持 114
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$1.22B
7,082,210
-6%
减持
BABA
ALIBABA GROUP HLDG LTD
+$865.5M
20,623,697
-6%
增持
SCHW
SCHWAB CHARLES CORP
+$781.4M
14,002,078
+229%
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
LLY
ELI LILLY & CO
-$729.4M
14,779,770
-12%
减持
UAL
UNITED AIRLS HLDGS INC
-$696.9M
21,799,645
-4%
减持
GOOGL
ALPHABET INC
-$685.6M
16,387,934
-4%
减持
NVDA
NVIDIA CORPORATION
-$632.5M
20,547,000
-4%
减持
MSFT
MICROSOFT CORP
-$613.6M
9,086,990
-5%
减持
FDX
FEDEX CORP
-$577.2M
11,931,800
-4%
减持
ORCL
ORACLE CORP
-$519.0M
10,777,275
-11%
减持
AMGN
AMGEN INC
+$470.7M
12,388,295
-5%
减持
GOOG
ALPHABET INC
-$464.9M
10,895,645
-4%
减持
ONC
BEIGENE LTD
+$434.1M
5,055,504
-1%
减持
RJF
RAYMOND JAMES FINL INC
-$431.5M
9,718,689
-15%
增持
AAL
AMERICAN AIRLS GROUP INC
-$412.0M
60,445,097
+0%
减持
NTAP
NETAPP INC
-$408.2M
11,502,090
-6%
减持
DAL
DELTA AIR LINES INC DEL
-$393.5M
21,407,647
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
+$383.3M
36,496,946
-1%
减持
ADBE
ADOBE INC
-$360.8M
5,421,591
-1%
减持
—
FLEX LTD
-$309.5M
36,124,847
-8%
减持
—
ASTRAZENECA PLC
+$301.0M
40,661,485
-1%
减持
ACM
AECOM
-$274.7M
10,148,730
-11%
减持
BIIB
BIOGEN INC
-$272.1M
15,943,259
-1%
减持
ROST
ROSS STORES INC
-$262.3M
10,216,935
-1%
减持
—
ROYAL CARIBBEAN GROUP
-$255.7M
3,548,768
-17%
减持
SONY
SONY GROUP CORP
+$227.4M
93,959,475
-8%
减持
WFC
WELLS FARGO CO NEW
-$221.5M
21,902,649
-14%
建仓
—
FLUTTER ENTMT PLC
+$210.9M
952,109
减持
INTC
INTEL CORP
+$203.5M
76,984,290
-0%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$185.5M
27,968,950
-3%
减持
TXN
TEXAS INSTRS INC
-$180.3M
13,991,539
-3%
减持
BBWI
BATH & BODY WORKS INC
-$172.0M
1,150,498
-78%
增持
AMZN
AMAZON COM INC
-$156.4M
5,513,930
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$150.2M
2,317,302
-7%
增持
GSK
GSK PLC
+$141.6M
25,708,020
+2%
减持
ILMN
ILLUMINA INC
-$140.1M
2,370,949
-3%
增持
MDB
MONGODB INC
+$131.7M
870,550
+864%
减持
BNTX
BIONTECH SE
-$121.0M
4,046,425
-6%
减持
J
JACOBS SOLUTIONS INC
-$119.8M
4,653,442
-9%
减持
XMTR
XOMETRY INC
-$119.4M
6,337,962
-3%
减持
WHR
WHIRLPOOL CORP
-$118.3M
4,619,526
-1%
增持
PYPL
PAYPAL HLDGS INC
-$117.6M
5,973,810
+0%
减持
HPQ
HP INC
-$116.4M
21,622,895
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$112.9M
22,970,633
+1%
减持
XPEV
XPENG INC
+$112.6M
14,383,785
-8%
建仓
NKE
NIKE INC
+$111.5M
1,756,430
减持
—
HESS CORP
+$105.7M
7,130,375
-8%
减持
V
VISA INC
+$104.4M
3,873,280
-2%
增持
XNCR
XENCOR INC
-$102.6M
9,761,012
+9%
增持
MRVL
MARVELL TECHNOLOGY INC
-$98.5M
2,164,730
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$98.1M
2,305,591
-17%
增持
META
META PLATFORMS INC
+$92.9M
908,910
+23%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$92.3M
50,223,535
-2%
减持
DIS
DISNEY WALT CO
-$89.7M
6,194,424
-2%
减持
NFE
NEW FORTRESS ENERGY INC
-$89.6M
13,042,398
-0%
减持
TER
TERADYNE INC
-$87.9M
1,921,690
-2%
减持
NVS
NOVARTIS AG
+$84.6M
10,382,879
-6%
增持
USFD
US FOODS HLDG CORP
+$82.6M
1,941,400
+195%
减持
BIDU
BAIDU INC
+$78.1M
11,946,336
-1%
减持
AAPL
APPLE INC
-$76.0M
2,217,600
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
+$75.6M
2,687,926
-2%
减持
MU
MICRON TECHNOLOGY INC
+$75.2M
37,280,768
-1%
增持
CMA
COMERICA INC
+$67.2M
1,670,110
+229%
减持
AMAT
APPLIED MATLS INC
-$66.1M
2,454,370
-5%
减持
AVGO
BROADCOM INC
-$64.1M
943,720
-1%
减持
QCOM
QUALCOMM INC
-$63.6M
3,754,032
-10%
减持
CVS
CVS HEALTH CORP
+$63.0M
2,916,505
-3%
增持
GKOS
GLAUKOS CORP
-$62.2M
1,218,475
+0%
减持
CAT
CATERPILLAR INC
-$61.8M
1,379,485
-3%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$61.3M
5,787,322
-12%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$60.8M
17,773,281
-2%
减持
A
AGILENT TECHNOLOGIES INC
-$60.6M
1,537,211
-14%
减持
ALK
ALASKA AIR GROUP INC
-$60.3M
3,802,750
-0%
减持
TDG
TRANSDIGM GROUP INC
+$59.1M
512,844
-0%
减持
INTU
INTUIT
-$55.5M
1,384,565
-4%
减持
JBL
JABIL INC
-$53.4M
3,385,760
-5%
减持
CME
CME GROUP INC
+$52.9M
1,831,920
-2%
增持
NWL
NEWELL BRANDS INC
-$51.0M
14,498,030
+2%
减持
KLAC
KLA CORP
+$48.5M
4,877,009
-6%
减持
ALB
ALBEMARLE CORP
-$48.4M
3,332,284
-1%
增持
AMTM
AMENTUM HOLDINGS INC
+$48.2M
10,061,589
+57%
增持
INDI
INDIE SEMICONDUCTOR INC
-$48.2M
28,623,386
+9%
减持
ADI
ANALOG DEVICES INC
-$47.2M
3,477,645
-1%
减持
NTRS
NORTHERN TR CORP
-$45.4M
6,523,009
-3%
减持
ENTG
ENTEGRIS INC
-$45.3M
2,735,864
-5%
减持
FORM
FORMFACTOR INC
-$44.4M
2,784,234
-1%
减持
FIS
FIDELITY NATL INFORMATION SV
-$44.2M
851,020
-36%
减持
KMX
CARMAX INC
-$43.8M
4,769,306
-6%
增持
—
SPOTIFY TECHNOLOGY S A
+$43.5M
257,815
+17%
增持
COP
CONOCOPHILLIPS
+$42.1M
4,748,140
+3%
减持
PGR
PROGRESSIVE CORP
+$39.7M
1,310,760
-5%
减持
—
LIVANOVA PLC
-$39.1M
4,608,410
-3%
减持
CW
CURTISS WRIGHT CORP
-$38.8M
740,180
-4%
减持
NXT
NEXTRACKER INC
+$38.6M
7,592,594
-1%
减持
ARM
ARM HOLDINGS PLC
-$38.2M
273,610
-50%
减持
DSGX
DESCARTES SYS GROUP INC
-$37.6M
1,787,352
-7%
减持
—
EXXON MOBIL CORP
+$37.4M
6,214,344
-5%
减持
JPM
JPMORGAN CHASE & CO.
-$36.8M
5,048,380
-5%
减持
MAT
MATTEL INC
+$35.6M
35,150,671
-4%
减持
—
TRANSOCEAN LTD
-$34.9M
53,836,071
-2%
减持
—
CARNIVAL CORP
-$34.4M
5,901,750
-2%
减持
TXT
TEXTRON INC
-$34.3M
4,685,635
-4%
减持
OKTA
OKTA INC
+$34.3M
1,306,266
-0%
减持
EVR
EVERCORE INC
-$33.5M
252,130
-17%
减持
HUBS
HUBSPOT INC
-$33.1M
45,050
-47%
减持
EA
ELECTRONIC ARTS INC
-$32.9M
449,840
-33%
增持
CRM
SALESFORCE INC
-$31.5M
507,500
+1%
建仓
—
VIKING HOLDINGS LTD
+$30.4M
763,800
减持
TRMB
TRIMBLE INC
-$29.7M
4,310,306
-3%
减持
—
ASML HOLDING N V
-$27.0M
530,609
-3%
减持
BAC
BANK AMERICA CORP
-$26.6M
9,922,932
-1%
清仓
—
ALTAIR ENGR INC
-$26.0M
0
-100%
减持
TJX
TJX COS INC NEW
-$24.9M
11,701,067
-3%
增持
LUV
SOUTHWEST AIRLS CO
+$24.5M
49,688,308
+2%
减持
CARR
CARRIER GLOBAL CORPORATION
-$23.9M
2,179,782
-8%
减持
WDC
WESTERN DIGITAL CORP
-$23.7M
1,121,555
-3%
减持
FLYW
FLYWIRE CORPORATION
-$23.3M
1,795,850
-8%
减持
TW
TRADEWEB MKTS INC
+$23.3M
1,526,890
-2%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$23.3M
4,682,970
-2%
增持
—
WOLFSPEED INC
-$23.0M
6,665,270
+2%
减持
SYY
SYSCO CORP
-$22.8M
4,115,071
-5%
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$22.6M
835,066
-9%
减持
ADSK
AUTODESK INC
-$22.4M
661,960
-0%
增持
DHR
DANAHER CORPORATION
+$22.0M
121,002
+876%
增持
IMNM
IMMUNOME INC
+$20.0M
3,413,700
+1116%
建仓
PSN
PARSONS CORP DEL
+$19.8M
334,800
减持
BJ
BJS WHSL CLUB HLDGS INC
+$19.5M
836,270
-2%
减持
MXL
MAXLINEAR INC
-$19.4M
1,681,880
-12%
减持
HON
HONEYWELL INTL INC
-$18.8M
122,350
-38%
增持
PM
PHILIP MORRIS INTL INC
+$18.5M
130,900
+596%
减持
OTIS
OTIS WORLDWIDE CORP
+$18.5M
1,803,131
-0%
建仓
SNDK
SANDISK CORP
+$18.1M
380,212
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$18.0M
453,450
-16%
减持
GLW
CORNING INC
-$17.9M
8,251,772
-1%
建仓
SNPS
SYNOPSYS INC
+$17.8M
41,400
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$17.4M
45,813,999
-1%
减持
PODD
INSULET CORP
-$17.2M
425,018
-14%
减持
JBHT
HUNT J B TRANS SVCS INC
-$15.9M
640,810
-1%
增持
—
LINDE PLC
+$15.8M
282,920
+2%
减持
CCJ
CAMECO CORP
-$15.6M
1,268,280
-4%
减持
ABT
ABBOTT LABS
+$15.5M
882,570
-2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$15.4M
2,299,600
+13%
减持
GRAL
GRAIL INC
+$15.3M
2,051,572
-1%
减持
FCX
FREEPORT-MCMORAN INC
-$15.1M
2,576,370
-13%
增持
OSIS
OSI SYSTEMS INC
+$15.1M
334,330
+12%
增持
RVTY
REVVITY INC
+$15.0M
1,145,585
+20%
减持
MKTX
MARKETAXESS HLDGS INC
-$14.9M
1,361,512
-1%
减持
UBER
UBER TECHNOLOGIES INC
+$14.8M
1,343,050
-2%
增持
ELF
E L F BEAUTY INC
-$14.8M
395,965
+25%
减持
GD
GENERAL DYNAMICS CORP
-$14.8M
602,840
-11%
