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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 4
增持 40
减持 105
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
—
ASTRAZENECA PLC
+$3.59B
18,213,708
清仓
—
ASTRAZENECA PLC
-$3.39B
0
-100%
减持
LLY
ELI LILLY & CO
-$1.47B
9,223,432
-0%
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
BSX
BOSTON SCIENTIFIC CORP
-$923.8M
32,529,774
+5%
减持
MSFT
MICROSOFT CORP
-$835.3M
7,264,560
-0%
减持
TSLA
TESLA INC
-$563.9M
6,125,520
-3%
减持
INTC
INTEL CORP
+$534.1M
75,761,968
-0%
减持
FDX
FEDEX CORP
+$498.4M
8,303,010
-2%
增持
COP
CONOCOPHILLIPS
+$444.7M
11,579,265
+0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$432.8M
18,722,316
-1%
减持
GOOGL
ALPHABET INC
-$425.4M
14,987,459
-1%
减持
ORCL
ORACLE CORP
-$340.9M
5,674,130
-6%
减持
UAL
UNITED AIRLS HLDGS INC
-$336.6M
15,750,610
-1%
减持
ROST
ROSS STORES INC
+$327.9M
9,170,030
-0%
减持
MU
MICRON TECHNOLOGY INC
+$313.3M
21,874,204
-12%
减持
QCOM
QUALCOMM INC
-$309.1M
705,587
-70%
减持
AMZN
AMAZON COM INC
-$307.4M
12,107,038
-1%
增持
SONY
SONY GROUP CORP
-$280.9M
58,530,830
+0%
增持
INTU
INTUIT
-$236.5M
1,071,317
+1%
减持
AAL
AMERICAN AIRLINES GROUP INC
-$225.1M
48,989,954
-0%
减持
BIDU
BAIDU INC
-$218.8M
11,056,800
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$217.6M
1,982,531
-4%
减持
NVDA
NVIDIA CORPORATION
-$215.3M
17,188,230
-0%
减持
NXT
NEXTPOWER INC
+$209.5M
6,760,847
-3%
减持
AMGN
AMGEN INC
+$207.7M
8,874,129
-0%
减持
—
FLUTTER ENTMT PLC
-$202.3M
1,786,290
-0%
减持
GLW
CORNING INC
+$199.9M
4,134,772
-0%
减持
LUV
SOUTHWEST AIRLS CO
-$190.3M
47,069,495
-1%
增持
V
VISA INC
-$178.8M
4,060,201
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$173.6M
24,985,149
+0%
减持
GOOG
ALPHABET INC
-$167.2M
5,720,910
-1%
增持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$165.7M
37,504,013
+41%
减持
WFC
WELLS FARGO & CO
-$164.3M
7,723,102
-8%
减持
JPM
JPMORGAN CHASE & CO
-$161.0M
3,403,527
-6%
减持
MAT
MATTEL INC
-$159.8M
29,697,924
-0%
增持
GSK
GSK PLC
+$158.7M
25,204,538
+0%
增持
BA
BOEING CO
+$156.4M
795,910
+8646%
减持
MDB
MONGODB INC
-$149.7M
842,729
-1%
增持
RJF
RAYMOND JAMES FINL INC
-$146.9M
9,347,172
+0%
减持
ADI
ANALOG DEVICES INC
+$145.7M
3,136,089
-0%
增持
ADBE
ADOBE INC
-$136.7M
4,730,846
+29%
减持
TXN
TEXAS INSTRS INC
+$124.8M
9,654,766
-4%
增持
SCHW
SCHWAB CHARLES CORP
-$122.4M
23,441,915
+1%
减持
CVX
CHEVRON CORPORATION
+$119.7M
2,291,577
-1%
增持
GTLB
GITLAB INC
+$114.4M
7,299,050
+530%
减持
CAT
CATERPILLAR INC
+$113.7M
872,260
-1%
减持
NVS
NOVARTIS AG
+$111.0M
7,567,354
-0%
减持
JBL
JABIL INC
+$109.2M
3,281,169
-2%
减持
DIS
DISNEY WALT CO
-$108.6M
6,235,127
-0%
减持
BIIB
BIOGEN INC
+$108.3M
14,757,607
-0%
增持
FICO
FAIR ISAAC CORP
-$102.9M
289,047
+19%
减持
ENTG
ENTEGRIS INC
+$102.2M
3,142,833
-1%
减持
KLAC
KLA CORP
+$94.7M
2,437,647
-15%
减持
ACM
AECOM
-$92.8M
8,647,073
-0%
减持
IQV
IQVIA HLDGS INC
-$86.8M
62,332
-86%
减持
—
ASML HLDG NV
+$84.7M
353,076
-1%
减持
AMAT
APPLIED MATLS INC
+$84.2M
1,174,126
-5%
减持
ALB
ALBEMARLE CORP
+$81.6M
2,664,709
-5%
减持
DOW
DOW HLDGS INC
+$77.7M
4,354,562
-2%
减持
META
META PLATFORMS INC
-$77.7M
774,240
-2%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$75.1M
3,417,509
-2%
减持
WHR
WHIRLPOOL CORP
-$73.3M
3,746,368
-2%
增持
XMTR
XOMETRY INC
-$72.7M
6,495,497
+14%
增持
USFD
US FOODS HLDG CORP
+$69.3M
3,946,310
+1%
建仓
WM
WASTE MGMT INC DEL
+$63.8M
277,600
减持
DLTR
DOLLAR TREE INC
-$63.1M
3,728,875
-3%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$62.8M
14,194,005
-2%
减持
PGR
PROGRESSIVE CORP
-$62.5M
1,005,390
-13%
增持
GRAL
GRAIL INC
-$62.1M
1,843,772
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$62.0M
3,840,205
+32%
减持
—
LINDE PLC
+$61.6M
888,520
-0%
减持
EOG
EOG RES INC
+$61.1M
1,599,662
-1%
减持
FORM
FORMFACTOR INC
+$57.4M
1,788,644
-14%
减持
OLED
UNIVERSAL DISPLAY CORP
-$56.0M
2,187,428
-0%
减持
CW
CURTISS WRIGHT CORP
+$54.7M
536,840
-5%
减持
DAL
DELTA AIR LINES INC
-$54.4M
17,548,567
-0%
减持
TRMB
TRIMBLE INC
-$52.5M
3,917,861
-0%
增持
IEX
IDEX CORP
+$51.9M
3,302,937
+2%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$51.3M
17,229,080
-10%
减持
ELAN
ELANCO ANIMAL HEALTH INC
+$51.1M
45,840,956
-1%
减持
CIEN
CIENA CORP
+$50.4M
438,050
-14%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$49.4M
143,000
减持
—
FLEXTRONICS INTL LTD
+$48.3M
25,383,448
-5%
增持
NFLX
NETFLIX INC.
+$47.0M
4,411,790
+10%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$46.4M
590,825
-0%
减持
FIS
FIDELITY NATL INFORMATION SV
-$46.0M
217,406
-74%
增持
MRVL
MARVELL TECHNOLOGY INC
+$45.9M
2,974,705
+2%
减持
ALK
ALASKA AIR GROUP INC
-$44.5M
3,250,329
-0%
减持
RVTY
REVVITY INC
-$43.8M
867,030
-30%
增持
DHR
DANAHER CORP DEL
-$43.8M
1,556,970
+5%
减持
NTAP
NETAPP INC
-$43.7M
9,057,455
-0%
减持
XPEV
XPENG INC
-$41.7M
12,732,987
-1%
减持
ADSK
AUTODESK INC
-$37.7M
603,100
-2%
减持
AMTM
AMENTUM HOLDINGS INC
-$36.5M
12,085,294
-0%
减持
ONC
BEONE MEDICINES LTD
-$35.7M
4,975,181
-0%
减持
TJX
TJX COS INC NEW
+$35.3M
9,588,920
-2%
增持
—
WAVE LIFE SCIENCES LTD
-$34.6M
4,832,952
+18%
减持
—
CAPRI HOLDINGS LIMITED
-$34.3M
3,462,035
-11%
减持
—
TECHNIPFMC PLC
+$33.6M
1,380,370
-1%
增持
APP
APPLOVIN CORP
-$33.6M
173,925
+14%
减持
XPO
XPO INC
+$33.2M
568,334
-0%
减持
Q
QNITY ELECTRONICS INC
+$32.5M
970,514
-0%
增持
NTNX
NUTANIX INC
-$32.5M
2,826,713
+4%
增持
XNCR
XENCOR INC
-$31.8M
10,338,022
+1%
减持
AVGO
BROADCOM INC
-$31.5M
743,318
-2%
增持
EVR
EVERCORE INC
+$30.8M
353,950
+61%
减持
A
AGILENT TECHNOLOGIES INC
-$29.9M
1,334,006
-0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$28.3M
717,500
+38%
增持
VNOM
VIPER ENERGY INC
+$28.0M
1,165,252
+68%
减持
LYFT
LYFT INC
-$27.5M
4,223,630
-2%
减持
—
ROYAL CARIBBEAN GROUP
-$26.5M
2,346,921
-3%
减持
WDC
WESTERN DIGITAL CORP
+$26.3M
577,210
-23%
减持
IMCR
IMMUNOCORE HLDGS PLC
-$26.2M
3,693,241
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$26.0M
1,049,520
+20%
减持
—
CARNIVAL CORP
-$25.1M
5,363,703
-0%
减持
J
JACOBS SOLUTIONS INC
-$24.8M
4,515,479
-0%
减持
BURL
BURLINGTON STORES INC
+$24.7M
792,590
-2%
减持
BNTX
BIONTECH SE
-$24.6M
3,793,711
-0%
减持
TER
TERADYNE INC
+$24.5M
550,610
-23%
建仓
PVLA
PALVELLA THERAPEUTICS INC NE
+$24.3M
195,030
减持
CME
CME GROUP INC
+$24.0M
1,818,718
-3%
增持
THG
HANOVER INS GROUP INC
+$23.8M
176,040
+377%
减持
COF
CAPITAL ONE FINL CORP
-$23.6M
379,650
-1%
增持
PYPL
PAYPAL HLDGS INC
-$23.4M
10,026,490
+23%
增持
MKTX
MARKETAXESS HLDGS INC
-$23.3M
3,347,125
+5%
减持
CRM
SALESFORCE INC
-$22.7M
259,450
-3%
增持
CSGP
COSTAR GROUP INC
+$22.3M
803,600
+432%
减持
OTIS
OTIS WORLDWIDE CORP
-$21.5M
2,092,560
-0%
减持
UNP
UNION PAC CORP
-$21.3M
823,240
-14%
减持
MOG/A
MOOG INC
+$19.7M
433,360
-1%
减持
CTVA
CORTEVA INC
+$19.7M
1,188,050
-0%
减持
CVS
CVS HEALTH CORP
-$19.3M
2,395,130
-1%
增持
SNPS
SYNOPSYS INC
-$19.1M
822,400
+12%
增持
HPQ
HP INC
+$19.1M
21,469,625
+22%
减持
PINS
PINTEREST INC
-$18.7M
2,477,400
-0%
减持
RYAAY
RYANAIR HOLDINGS PLC
-$18.5M
912,972
-7%
减持
DOCU
DOCUSIGN INC
-$18.4M
120,000
-66%
减持
GKOS
GLAUKOS CORP
-$18.4M
3,370,628
-0%
减持
—
ALKERMES PLC
+$18.1M
2,539,990
-1%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$18.0M
3,224,964
-12%
增持
EW
EDWARDS LIFESCIENCES CORP
-$17.4M
3,422,791
+0%
减持
ABT
ABBOTT LABORATORIES
-$17.3M
762,220
-0%
减持
C
CITIGROUP INC
-$16.9M
2,390,500
-3%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$16.8M
4,829,798
+4%
增持
SYNA
SYNAPTICS INC
+$15.7M
448,400
+112%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$15.6M
230,332
-40%
减持
CCJ
CAMECO CORP
+$15.3M
927,670
-1%
增持
PSN
PARSONS CORP DEL
+$15.1M
1,020,400
+57%
减持
DELL
DELL TECHNOLOGIES INC
+$14.3M
374,650
-0%
减持
WEX
WEX INC
-$14.1M
116,760
-46%
