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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 4
增持 76
减持 67
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$2.73B
12,154,908
-18%
增持
MSFT
MICROSOFT CORP
+$1.12B
9,115,265
+0%
减持
NVDA
NVIDIA CORPORATION
+$983.9M
20,322,650
-1%
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
ORCL
ORACLE CORP
+$938.1M
11,182,800
+4%
减持
AMGN
AMGEN INC
-$891.1M
10,631,709
-14%
减持
KLAC
KLA CORP
+$697.8M
4,480,277
-8%
增持
SCHW
SCHWAB CHARLES CORP
+$640.7M
19,034,806
+36%
减持
MU
MICRON TECHNOLOGY INC
+$638.8M
31,465,876
-16%
减持
FDX
FEDEX CORP
-$614.9M
10,091,340
-15%
增持
AMZN
AMAZON COM INC
+$605.2M
7,540,338
+37%
减持
SONY
SONY GROUP CORP
-$544.2M
70,741,440
-25%
减持
—
FLEX LTD
+$482.5M
33,603,616
-7%
减持
ADBE
ADOBE INC
-$470.9M
4,157,536
-23%
增持
GOOGL
ALPHABET INC
+$417.3M
16,748,294
+2%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$389.4M
15,772,173
-11%
增持
BABA
ALIBABA GROUP HLDG LTD
-$372.2M
20,764,276
+1%
减持
TSLA
TESLA INC
+$361.9M
6,917,165
-2%
增持
NTRS
NORTHERN TR CORP
+$344.7M
7,793,757
+19%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$338.9M
22,944,650
-0%
减持
BAC
BANK AMERICA CORP
-$287.0M
2,686,532
-73%
增持
JBL
JABIL INC
+$283.1M
3,410,410
+1%
增持
—
FLUTTER ENTMT PLC
+$279.7M
1,717,089
+80%
减持
—
EXXON MOBIL CORP
-$268.4M
4,365,796
-30%
减持
—
ROYAL CARIBBEAN GROUP
+$265.4M
3,175,668
-11%
增持
META
META PLATFORMS INC
+$227.2M
1,017,530
+12%
减持
MRSH
MARSH & MCLENNAN COS INC
-$226.8M
1,962,826
-27%
减持
JPM
JPMORGAN CHASE & CO.
+$224.3M
5,045,127
-0%
增持
DHR
DANAHER CORPORATION
+$220.0M
1,239,320
+924%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$211.9M
51,766,814
+3%
增持
COP
CONOCOPHILLIPS
+$208.8M
7,883,455
+66%
减持
GOOG
ALPHABET INC
-$198.6M
8,476,357
-22%
减持
BIIB
BIOGEN INC
-$197.1M
15,802,122
-1%
增持
RJF
RAYMOND JAMES FINL INC
+$185.8M
10,013,852
+3%
减持
INTU
INTUIT
+$179.9M
1,307,737
-6%
减持
NTAP
NETAPP INC
+$179.5M
11,166,845
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$177.5M
2,406,192
+4%
增持
DIS
DISNEY WALT CO
+$175.5M
6,345,497
+2%
增持
V
VISA INC
+$150.7M
4,247,543
+10%
增持
USFD
US FOODS HLDG CORP
+$148.7M
3,580,710
+84%
增持
PM
PHILIP MORRIS INTL INC
+$145.9M
915,300
+599%
增持
ONC
BEONE MEDICINES LTD
-$144.2M
5,088,279
+1%
减持
HPQ
HP INC
-$142.7M
18,644,020
-14%
增持
TDG
TRANSDIGM GROUP INC
+$139.0M
557,923
+9%
减持
ACM
AECOM
+$138.2M
9,563,252
-6%
减持
—
TRANSOCEAN LTD
-$136.7M
13,112,822
-76%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$130.9M
26,493,699
-42%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$125.7M
1,267,058
+2012%
增持
NFLX
NETFLIX INC
+$125.4M
197,240
+33%
减持
ADI
ANALOG DEVICES INC
+$118.9M
3,446,280
-1%
建仓
COF
CAPITAL ONE FINL CORP
+$116.0M
545,321
减持
WFC
WELLS FARGO CO NEW
-$116.0M
18,177,960
-17%
减持
GLW
CORNING INC
-$115.6M
4,984,372
-40%
增持
TER
TERADYNE INC
+$115.3M
3,047,558
+59%
增持
—
LINDE PLC
+$114.1M
523,920
+85%
增持
MRVL
MARVELL TECHNOLOGY INC
+$111.6M
3,163,835
+46%
增持
—
ASTRAZENECA PLC
-$109.6M
41,200,091
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$102.9M
3,446,891
+50%
增持
NSC
NORFOLK SOUTHN CORP
+$101.8M
1,050,083
+49%
增持
NVS
NOVARTIS AG
+$101.2M
10,401,434
+0%
增持
AMTM
AMENTUM HOLDINGS INC
+$100.9M
12,030,656
+20%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$100.3M
4,710,830
+1%
减持
CW
CURTISS WRIGHT CORP
+$99.3M
683,840
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$98.4M
336,782
+2528%
清仓
—
DISCOVER FINL SVCS
-$98.1M
0
-100%
增持
NXT
NEXTRACKER INC
+$97.4M
7,675,821
+1%
减持
UNP
UNION PAC CORP
-$97.3M
1,100,366
-26%
增持
PYPL
PAYPAL HLDGS INC
+$96.4M
6,542,450
+10%
增持
DLTR
DOLLAR TREE INC
+$95.0M
3,925,510
+0%
增持
OLED
UNIVERSAL DISPLAY CORP
+$86.1M
2,215,308
+21%
减持
LUV
SOUTHWEST AIRLS CO
-$84.0M
48,844,143
-2%
增持
AME
AMETEK INC
+$80.7M
778,754
+122%
增持
DOW
DOW INC
+$80.5M
4,725,656
+270%
增持
—
HESS CORP
-$78.8M
7,652,265
+7%
减持
CAT
CATERPILLAR INC
+$77.2M
1,370,898
-1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$71.4M
983,207
+18%
减持
AVGO
BROADCOM INC
+$69.1M
823,998
-13%
增持
GKOS
GLAUKOS CORP
+$68.9M
1,827,998
+50%
增持
GSK
GSK PLC
+$68.8M
27,726,780
+8%
增持
MDB
MONGODB INC
+$66.9M
1,045,719
+20%
增持
MA
MASTERCARD INCORPORATED
+$66.6M
527,341
+26%
增持
NFE
NEW FORTRESS ENERGY INC
-$64.8M
13,132,578
+1%
减持
AAPL
APPLE INC
-$63.9M
2,089,680
-6%
增持
ROK
ROCKWELL AUTOMATION INC
+$62.2M
386,032
+51%
增持
CME
CME GROUP INC
+$62.1M
1,988,495
+9%
增持
J
JACOBS SOLUTIONS INC
+$61.8M
4,749,829
+2%
增持
BIDU
BAIDU INC
-$60.3M
12,116,750
+1%
减持
DAL
DELTA AIR LINES INC DEL
+$59.8M
20,193,832
-6%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$59.4M
2,571,507
+22%
减持
BNTX
BIONTECH SE
+$57.6M
4,001,466
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$56.8M
2,664,015
+22%
增持
CMA
COMERICA INC
+$56.1M
2,593,800
+55%
减持
—
SPOTIFY TECHNOLOGY S A
+$55.3M
256,866
-0%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$55.2M
23,804,787
-15%
增持
WELL
WELLTOWER INC
+$53.4M
386,509
+879%
减持
XMTR
XOMETRY INC
+$53.3M
6,252,867
-1%
增持
GRAL
GRAIL INC
+$53.2M
2,054,286
+0%
减持
KMX
CARMAX INC
-$53.2M
4,737,911
-1%
减持
PODD
INSULET CORP
-$52.3M
188,721
-56%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$51.9M
0
-100%
增持
INTC
INTEL CORP
+$50.4M
80,298,180
+4%
减持
WHR
WHIRLPOOL CORP
+$49.7M
4,595,012
-1%
减持
—
CARNIVAL CORP
+$48.8M
5,834,987
-1%
建仓
GE
GE AEROSPACE
+$48.3M
187,700
增持
—
ALCON AG
+$46.7M
1,355,486
+76%
减持
TXN
TEXAS INSTRS INC
+$46.5M
12,334,019
-12%
增持
INDI
INDIE SEMICONDUCTOR INC
+$45.6M
29,160,176
+2%
减持
MS
MORGAN STANLEY
-$44.6M
635,781
-45%
增持
OTIS
OTIS WORLDWIDE CORP
+$43.1M
2,314,361
+28%
减持
BSX
BOSTON SCIENTIFIC CORP
+$41.3M
34,662,722
-5%
减持
CSCO
CISCO SYS INC
+$40.6M
5,499,360
-0%
增持
XPEV
XPENG INC
-$40.1M
14,423,077
+0%
减持
—
DUPONT DE NEMOURS INC
-$39.3M
2,210,569
-14%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$38.9M
3,771,474
+41%
减持
TRMB
TRIMBLE INC
+$38.6M
4,232,541
-2%
增持
APP
APPLOVIN CORP
+$38.0M
407,525
+3%
增持
SYK
STRYKER CORPORATION
+$37.8M
504,762
+16%
减持
QCOM
QUALCOMM INC
-$37.8M
3,383,567
-10%
减持
AAL
AMERICAN AIRLS GROUP INC
-$37.7M
53,472,382
-12%
增持
ADSK
AUTODESK INC
+$37.5M
680,960
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$37.1M
1,005,840
+2%
增持
IEX
IDEX CORP
+$37.1M
493,451
+80%
减持
AMAT
APPLIED MATLS INC
-$35.8M
1,750,026
-29%
增持
VSXY
VICTORIAS SECRET AND CO
+$34.4M
1,972,333
+1587%
建仓
FICO
FAIR ISAAC CORP
+$34.0M
18,600
增持
FMC
FMC CORP
+$33.7M
1,040,843
+350%
增持
IQV
IQVIA HLDGS INC
+$33.3M
543,571
+83%
减持
C
CITIGROUP INC
+$33.1M
2,786,955
-3%
减持
ALB
ALBEMARLE CORP
-$32.8M
3,305,839
-1%
减持
CCJ
CAMECO CORP
+$31.7M
1,129,870
-11%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$31.3M
220,700
增持
ELF
E L F BEAUTY INC
+$31.1M
450,000
+14%
减持
DSGX
DESCARTES SYS GROUP INC
-$28.8M
1,490,153
-17%
减持
IT
GARTNER INC
-$28.3M
40,500
-62%
增持
CRM
SALESFORCE INC
+$28.3M
603,050
+19%
增持
—
LIVANOVA PLC
+$27.9M
4,641,352
+1%
减持
MAT
MATTEL INC
-$27.9M
33,218,261
-5%
减持
PINS
PINTEREST INC
-$27.8M
2,603,400
-33%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$27.5M
143,490
-39%
清仓
HON
HONEYWELL INTL INC
-$25.9M
0
-100%
减持
EOG
EOG RES INC
-$24.4M
2,522,462
-1%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$23.6M
524,040
+37%
减持
WDC
WESTERN DIGITAL CORP
+$23.3M
1,072,090
-4%
减持
LUNG
PULMONX CORP
-$23.1M
5,164,681
-5%
减持
CVNA
CARVANA CO
+$22.8M
191,125
-4%
减持
SYY
SYSCO CORP
-$22.7M
3,777,119
-8%
减持
BBWI
BATH & BODY WORKS INC
-$22.1M
427,600
-63%
减持
UPS
UNITED PARCEL SERVICE INC
-$21.7M
2,297,531
-0%
增持
BRBR
BELLRING BRANDS INC
+$21.3M
1,145,218
+89%
增持
OKTA
OKTA INC
+$21.2M
1,586,578
+21%
增持
XNCR
XENCOR INC
-$21.1M
10,527,322
+8%
