PRIMECAP MANAGEMENT CO/CA/ Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$143.4T

Holdings

327

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (327 positions)

#StockSharesValue% PortfolioType
1
TJXTJX COS INC NEW
14,838,448$981.6M0.00%
2
HPEHEWLETT PACKARD ENTERPRISE C
61,768,688$972.2M0.00%
3
INTUINTUIT
2,488,541$953.3M0.00%
4
ANETEURARISTA NETWORKS INC
3,150$951.0M0.00%
5
MATMATTEL INC
47,188,269$940.0M0.00%
6
ELANELANCO ANIMAL HEALTH INC
31,563,211$929.5M0.00%
7
JECUSDJACOBS ENGR GROUP INC
7,083,497$915.7M0.00%
8
7HPHP INC
28,720,841$911.9M0.00%
9
SAFESAFEHOLD INC
13,000$911.0M0.00%
10
DWDMORGAN STANLEY
11,635,628$903.6M0.00%
11
CATCATERPILLAR INC
3,681,535$853.6M0.00%
12
JELDJELD-WEN HLDG INC
28,900$800.0M0.00%
13
VVISA INC
3,744,119$792.7M0.00%
14
PXDEURPIONEER NAT RES CO
4,972,796$789.8M0.00%
15
MRSHMARSH & MCLENNAN COS INC
6,418,035$781.7M0.00%
16
SPLKCHFSPLUNK INC
5,680,450$769.6M0.00%
17
ABTABBOTT LABS
6,355,577$761.7M0.00%
18
ORCLORACLE CORP
10,211,050$716.5M0.00%
19
ADIANALOG DEVICES INC
4,589,435$711.7M0.00%
20
UNPUNION PAC CORP
3,214,712$708.6M0.00%
21
SGENUSDSEAGEN INC
5,008,195$695.4M0.00%
22
NVDANVIDIA CORPORATION
1,290,300$688.9M0.00%
23
DISDISNEY WALT CO
3,697,807$682.3M0.00%
24
RJFRAYMOND JAMES FINL INC
5,469,585$670.4M0.00%
25
HESHESS CORP
9,458,225$669.3M0.00%
26
AMATAPPLIED MATLS INC
5,000,135$668.0M0.00%
27
PYPLPAYPAL HLDGS INC
2,592,215$629.5M0.00%
28
ABMDEURABIOMED INC
1,918,072$611.3M0.00%
29
ZBHZIMMER BIOMET HOLDINGS INC
3,507,810$561.5M0.00%
30
ATVIEURACTIVISION BLIZZARD INC
6,032,485$561.0M0.00%
31
LBEURL BRANDS INC
9,020,574$558.0M0.00%
32
ASMLASML HOLDING N V
894,487$552.2M0.00%
33
ALBALBEMARLE CORP
3,709,155$541.9M0.00%
34
OLEDUNIVERSAL DISPLAY CORP
2,254,259$533.7M0.00%
35
TRMBTRIMBLE INC
6,788,665$528.1M0.00%
36
BNTXBIONTECH SE
4,821,718$526.5M0.00%
37
UPSUNITED PARCEL SERVICE INC
3,075,543$522.8M0.00%
38
GLWCORNING INC
11,759,225$511.6M0.00%
39
CSCOCISCO SYS INC
9,260,765$478.9M0.00%
40
RCLROYAL CARIBBEAN GROUP
5,436,031$465.4M0.00%
41
DFSEURDISCOVER FINL SVCS
4,444,344$422.2M0.00%
42
NTRSNORTHERN TR CORP
3,967,897$417.1M0.00%
43
ENQENTEGRIS INC
3,662,941$409.5M0.00%
44
FGENEURFIBROGEN INC
11,771,758$408.6M0.00%
45
METAFACEBOOK INC
1,365,135$402.1M0.00%
46
PODDINSULET CORP
1,515,880$395.5M0.00%
47
CCLCARNIVAL CORP
14,780,427$392.3M0.00%
48
AG8AGILENT TECHNOLOGIES INC
2,971,711$377.8M0.00%
49
BBBLACKBERRY LTD
44,046,890$371.3M0.00%
50
NKTREURNEKTAR THERAPEUTICS
18,165,369$363.3M0.00%
51
T7DTRANSDIGM GROUP INC
613,594$360.7M0.00%
52
TRVCCITIGROUP INC
4,930,346$358.7M0.00%
53
ALKALASKA AIR GROUP INC
5,113,047$353.9M0.00%
54
TXTTEXTRON INC
6,298,760$353.2M0.00%
55
IRBTQIROBOT CORP
2,851,213$348.4M0.00%
56
CVSCVS HEALTH CORP
4,507,205$339.1M0.00%
57
JBLUJETBLUE AWYS CORP
16,621,725$338.1M0.00%
58
AAPLAPPLE INC
2,721,300$332.4M0.00%
59
LIVNLIVANOVA PLC
4,022,685$296.6M0.00%
60
DSGDESCARTES SYS GROUP INC
4,629,265$282.0M0.00%
61
ILMNILLUMINA INC
727,483$279.4M0.00%
62
CREE INC
2,582,750$279.3M0.00%
63
USBUS BANCORP DEL
4,961,850$274.4M0.00%
64
NUANEURNUANCE COMMUNICATIONS INC
5,997,734$261.7M0.00%
65
MDTMEDTRONIC PLC
2,143,360$253.2M0.00%
66
GSGOLDMAN SACHS GROUP INC
773,750$253.0M0.00%
67
LYFTLYFT INC
3,893,371$246.0M0.00%
68
PLANTRONICS INC NEW
6,070,550$236.2M0.00%
69
EOGEOG RES INC
3,217,629$233.4M0.00%
70
XNCRXENCOR INC
5,312,722$228.8M0.00%
71
KEYSKEYSIGHT TECHNOLOGIES INC
1,593,385$228.5M0.00%
72
CMECME GROUP INC
1,101,430$224.9M0.00%
73
PKNPERKINELMER INC
1,696,691$217.7M0.00%
74
CARRCARRIER GLOBAL CORPORATION
5,085,752$214.7M0.00%
75
CWCURTISS WRIGHT CORP
1,799,400$213.4M0.00%
76
TMUST-MOBILE US INC
1,628,449$204.0M0.00%
77
GDGENERAL DYNAMICS CORP
1,123,508$204.0M0.00%
78
JBLJABIL INC
3,899,800$203.4M0.00%
79
EWEDWARDS LIFESCIENCES CORP
2,425,500$202.9M0.00%
80
DEDEERE & CO
523,880$196.0M0.00%
81
CPRICAPRI HOLDINGS LIMITED
3,736,300$190.6M0.00%
82
MKTXMARKETAXESS HLDGS INC
373,220$185.8M0.00%
83
CHTRCHARTER COMMUNICATIONS INC N
295,650$182.4M0.00%
84
DDDUPONT DE NEMOURS INC
2,273,242$175.7M0.00%
85
RIGTRANSOCEAN LTD
48,446,706$172.0M0.00%
86
TERTERADYNE INC
1,410,975$171.7M0.00%
87
EBAEBAY INC.
2,785,050$170.6M0.00%
88
ADSKAUTODESK INC
609,900$169.0M0.00%
89
BURLBURLINGTON STORES INC
562,250$168.0M0.00%
90
PGRPROGRESSIVE CORP
1,743,210$166.7M0.00%
91
AMEAMETEK INC
1,301,340$166.2M0.00%
92
NWLNEWELL BRANDS INC
6,046,950$161.9M0.00%
93
DOWDOW INC
2,516,297$160.9M0.00%
94
CHGGCHEGG INC
1,877,500$160.8M0.00%
95
XPEVXPENG INC
4,329,590$158.1M0.00%
96
MXLMAXLINEAR INC
4,571,432$155.8M0.00%
97
CSXCSX CORP
1,589,100$153.2M0.00%
98
MARMARRIOTT INTL INC NEW
1,034,096$153.2M0.00%
99
FMFFORMFACTOR INC
3,336,659$150.5M0.00%
100
AXONEURSIO GENE THERAPIES INC
52,325$137.0M0.00%
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