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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 2
增持 27
减持 116
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$1.24B
10,795,338
-11%
减持
BABA
ALIBABA GROUP HLDG LTD
+$1.22B
19,988,166
-4%
减持
MU
MICRON TECHNOLOGY INC
+$1.08B
29,655,435
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。
-6%
清仓
—
HESS CORP
-$1.06B
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$988.1M
6,362,826
减持
GOOGL
ALPHABET INC
+$883.9M
15,777,214
-6%
减持
INTC
INTEL CORP
+$865.4M
79,405,510
-1%
减持
TSLA
TESLA INC
+$747.7M
6,622,130
-4%
增持
AMZN
AMAZON COM INC
+$698.0M
10,713,238
+42%
减持
BIDU
BAIDU INC
+$556.9M
12,112,300
-0%
减持
ONC
BEONE MEDICINES LTD
+$499.2M
5,080,461
-0%
减持
TXN
TEXAS INSTRS INC
-$497.2M
11,231,376
-9%
减持
BSX
BOSTON SCIENTIFIC CORP
-$491.4M
33,102,094
-5%
减持
—
EXXON MOBIL CORP
-$386.2M
748,831
-83%
减持
ORCL
ORACLE CORP
-$325.4M
7,536,326
-33%
减持
NVDA
NVIDIA CORPORATION
+$290.5M
18,765,600
-8%
增持
SCHW
SCHWAB CHARLES CORP
+$288.1M
21,209,187
+11%
增持
COP
CONOCOPHILLIPS
+$271.6M
10,351,010
+31%
减持
ELAN
ELANCO ANIMAL HEALTH INC
+$266.9M
49,958,156
-3%
减持
INTU
INTUIT
-$264.2M
1,121,452
-14%
减持
JPM
JPMORGAN CHASE & CO.
-$252.0M
3,838,067
-24%
减持
ADBE
ADOBE INC
-$247.7M
3,857,505
-7%
减持
UAL
UNITED AIRLS HLDGS INC
+$237.5M
18,002,960
-4%
增持
FICO
FAIR ISAAC CORP
+$236.3M
180,650
+871%
减持
AMGN
AMGEN INC
-$229.0M
9,707,609
-9%
减持
ROST
ROSS STORES INC
+$206.9M
9,954,910
-3%
减持
WFC
WELLS FARGO CO NEW
-$205.2M
14,926,855
-18%
减持
KLAC
KLA CORP
-$200.1M
3,535,182
-21%
增持
IEX
IDEX CORP
+$195.0M
1,730,580
+251%
减持
MSFT
MICROSOFT CORP
-$188.8M
8,389,305
-8%
减持
—
ASTRAZENECA PLC
+$178.8M
39,857,971
-3%
减持
TW
TRADEWEB MKTS INC
-$159.4M
547,012
-64%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$141.5M
2,303,322
-4%
减持
NXT
NEXTRACKER INC
+$134.7M
7,460,451
-3%
减持
QCOM
QUALCOMM INC
-$129.3M
2,461,722
-27%
减持
RJF
RAYMOND JAMES FINL INC
+$129.1M
9,646,282
-4%
减持
MAT
MATTEL INC
-$127.4M
31,354,147
-6%
减持
WHR
WHIRLPOOL CORP
-$127.3M
4,309,878
-6%
减持
XMTR
XOMETRY INC
+$124.7M
6,168,167
-1%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
+$122.3M
4,262,859
-13%
减持
V
VISA INC
-$120.5M
4,064,781
-4%
减持
GLW
CORNING INC
+$115.2M
4,600,372
-8%
减持
KMX
CARMAX INC
-$113.8M
4,560,371
-4%
减持
BIIB
BIOGEN INC
+$110.3M
14,954,697
-5%
减持
—
ROYAL CARIBBEAN GROUP
-$102.3M
2,756,921
-13%
减持
TJX
TJX COS INC NEW
+$96.5M
10,524,552
-9%
建仓
HON
HONEYWELL INTL INC
+$90.0M
427,400
增持
MKTX
MARKETAXESS HLDGS INC
+$89.6M
2,230,595
+67%
减持
MDB
MONGODB INC
+$87.5M
989,279
-5%
减持
ACM
AECOM
+$79.1M
8,878,363
-7%
减持
TER
TERADYNE INC
+$77.1M
2,551,268
-16%
增持
TDG
TRANSDIGM GROUP INC
-$76.9M
585,373
+5%
减持
CAT
CATERPILLAR INC
+$74.0M
1,270,428
-7%
减持
DIS
DISNEY WALT CO
-$71.6M
6,247,506
-2%
增持
NSC
NORFOLK SOUTHN CORP
+$71.4M
1,132,583
+8%
减持
XPEV
XPENG INC
+$67.3M
13,886,057
-4%
减持
FDX
FEDEX CORP
-$67.3M
9,442,250
-6%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$66.3M
1,983,838
+57%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$65.7M
22,094,320
-4%
减持
J
JACOBS SOLUTIONS INC
+$63.6M
4,590,999
-3%
减持
TXT
TEXTRON INC
-$63.1M
3,043,220
-24%
减持
MRSH
MARSH & MCLENNAN COS INC
-$62.2M
1,821,016
-7%
减持
NVS
NOVARTIS AG
-$60.7M
9,341,854
-10%
减持
—
FLUTTER ENTMT PLC
-$59.0M
1,699,488
-1%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$58.7M
0
-100%
减持
ALB
ALBEMARLE CORP
+$56.8M
3,255,909
-2%
减持
LUV
SOUTHWEST AIRLS CO
-$52.9M
47,996,113
-2%
减持
NTAP
NETAPP INC
-$49.1M
9,630,055
-14%
减持
GSK
GSK PLC
+$47.4M
25,766,950
-7%
减持
WDC
WESTERN DIGITAL CORP
+$47.3M
965,070
-10%
增持
ENTG
ENTEGRIS INC
+$45.1M
3,161,635
+3%
减持
DAL
DELTA AIR LINES INC DEL
+$45.1M
18,293,987
-9%
减持
PGR
PROGRESSIVE CORP
-$44.9M
1,265,690
-6%
减持
BNTX
BIONTECH SE
-$44.3M
3,870,766
-3%
减持
—
SPOTIFY TECHNOLOGY S A
-$43.6M
219,866
-14%
减持
UPS
UNITED PARCEL SERVICE INC
-$43.0M
2,262,131
-2%
增持
DHR
DANAHER CORPORATION
+$42.6M
1,449,920
+17%
增持
XNCR
XENCOR INC
+$42.5M
10,675,022
+1%
减持
PFGC
PERFORMANCE FOOD GROUP CO
+$42.2M
2,567,817
-0%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$42.2M
15,229,287
-3%
减持
AAL
AMERICAN AIRLS GROUP INC
-$42.0M
49,641,939
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$41.2M
448,010
+103%
减持
NKE
NIKE INC
-$41.1M
1,219,930
-31%
增持
CIEN
CIENA CORP
+$40.4M
587,200
+6%
减持
DSGX
DESCARTES SYS GROUP INC
-$40.0M
1,183,140
-21%
减持
—
FLEX LTD
+$39.0M
29,610,278
-12%
减持
—
MEDTRONIC PLC
-$38.8M
3,820
-99%
增持
PYPL
PAYPAL HLDGS INC
-$38.2M
6,680,930
+2%
减持
CRM
SALESFORCE INC
-$38.1M
533,200
-12%
减持
HPQ
HP INC
+$37.7M
18,132,345
-3%
减持
—
ASML HOLDING N V
+$36.4M
387,476
-8%
减持
NFE
NEW FORTRESS ENERGY INC
-$36.1M
3,406,049
-74%
减持
UNH
UNITEDHEALTH GROUP INC
-$36.0M
199,982
-41%
减持
EOG
EOG RES INC
-$36.0M
2,370,062
-6%
减持
AVGO
BROADCOM INC
+$31.4M
783,708
-5%
减持
NFLX
NETFLIX INC
-$28.9M
196,240
-1%
减持
GTLS
CHART INDS INC
-$28.6M
17,000
-91%
减持
BRBR
BELLRING BRANDS INC
-$28.4M
1,042,609
-9%
减持
NTRS
NORTHERN TR CORP
+$26.9M
7,541,367
-3%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$26.3M
20,889,987
-12%
减持
EBAY
EBAY INC.
+$26.1M
1,992,080
-4%
减持
LYFT
LYFT INC
+$25.8M
4,518,430
-3%
减持
C
CITIGROUP INC
+$25.7M
2,590,055
-7%
增持
CMA
COMERICA INC
+$25.2M
2,625,625
+1%
减持
—
LIVANOVA PLC
+$23.9M
4,444,832
-4%
减持
CME
CME GROUP INC
-$23.7M
1,940,588
-2%
减持
DOW
DOW INC
-$23.1M
4,451,122
-6%
减持
CSCO
CISCO SYS INC
-$22.4M
5,248,560
-5%
减持
ACLS
AXCELIS TECHNOLOGIES INC
+$22.0M
833,676
-2%
增持
IE
IVANHOE ELECTRIC INC
+$21.2M
2,828,284
+80%
减持
PODD
INSULET CORP
-$21.0M
124,110
-34%
减持
JBL
JABIL INC
-$20.4M
3,331,070
-2%
减持
AAPL
APPLE INC
+$19.6M
1,760,880
-16%
减持
—
ALCON AG
-$19.5M
1,344,906
-1%
减持
SYY
SYSCO CORP
+$19.0M
3,705,599
-2%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$18.8M
24,893,699
-6%
减持
EXE
EXPAND ENERGY CORPORATION
-$18.2M
334,886
-27%
减持
IMCR
IMMUNOCORE HLDGS PLC
+$18.1M
3,754,560
-0%
清仓
HUBS
HUBSPOT INC
-$17.9M
0
-100%
增持
OLED
UNIVERSAL DISPLAY CORP
-$17.8M
2,258,378
+2%
清仓
SPHR
SPHERE ENTERTAINMENT CO
-$17.5M
0
-100%
减持
APP
APPLOVIN CORP
-$17.4M
174,325
-57%
减持
NTNX
NUTANIX INC
-$17.2M
2,709,533
-5%
减持
PRM
PERIMETER SOLUTIONS INC
+$16.7M
2,049,340
-2%
减持
FIS
FIDELITY NATL INFORMATION SV
-$15.7M
846,206
-4%
减持
MRVL
MARVELL TECHNOLOGY INC
+$15.2M
3,093,805
-2%
增持
USFD
US FOODS HLDG CORP
+$14.9M
3,793,209
+6%
减持
RVTY
REVVITY INC
-$14.7M
1,332,831
-2%
减持
ADI
ANALOG DEVICES INC
-$14.4M
3,280,120
-5%
减持
BNY
BANK NEW YORK MELLON CORP
+$14.0M
801,440
-0%
减持
SONY
SONY GROUP CORP
+$13.9M
64,442,090
-9%
减持
GRAL
GRAIL INC
+$13.9M
2,020,940
-2%
减持
VSXY
VICTORIAS SECRET AND CO
+$13.8M
1,855,400
-6%
减持
INDI
INDIE SEMICONDUCTOR INC
+$13.8M
28,900,768
-1%
增持
MOG/A
MOOG INC
+$13.8M
456,560
+2%
减持
CTVA
CORTEVA INC
-$13.7M
1,223,250
-5%
增持
BURL
BURLINGTON STORES INC
+$13.5M
603,970
+0%
减持
EVR
EVERCORE INC
+$13.4M
224,350
-3%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$13.1M
853,999
-1%
增持
AME
AMETEK INC
+$13.1M
819,154
+5%
增持
OKTA
OKTA INC
-$12.9M
1,589,038
+0%
清仓
SNDK
SANDISK CORP
-$12.9M
0
-100%
减持
—
NVENT ELECTRIC PLC
+$12.7M
573,850
-4%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$12.6M
654,557
-33%
减持
TRMB
TRIMBLE INC
+$12.3M
4,089,601
-3%
增持
OTIS
OTIS WORLDWIDE CORP
-$12.1M
2,374,621
+3%
增持
PM
PHILIP MORRIS INTL INC
-$12.0M
953,700
+4%
增持
SYK
STRYKER CORPORATION
-$11.7M
508,502
+1%
增持
PSN
PARSONS CORP DEL
+$11.6M
449,300
+26%
减持
GOOG
ALPHABET INC
-$11.4M
6,126,946
-28%
