PRIMECAP MANAGEMENT CO/CA/ Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$114683.1T

Holdings

331

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (331 positions)

#StockSharesValue% PortfolioType
1
LLYLILLY ELI & CO
25,367,550$8711.7T7.60%
2
BIIBBIOGEN INC
16,001,166$4448.8T3.88%
3
AMGNAMGEN INC
15,112,703$3653.5T3.19%
4
MSFTMICROSOFT CORP
11,441,058$3298.5T2.88%
5
AZNASTRAZENECA PLC
45,389,857$3150.5T2.75%
6
FDXFEDEX CORP
13,568,892$3100.4T2.70%
7
TXNTEXAS INSTRS INC
16,644,445$3096.0T2.70%
8
KLACKLA CORP
6,349,889$2534.7T2.21%
9
ADBEADOBE SYSTEMS INCORPORATED
6,293,153$2425.2T2.11%
10
MUMICRON TECHNOLOGY INC
38,949,937$2350.2T2.05%
11
INTCINTEL CORP
69,103,171$2257.6T1.97%
12
SONYSONY GROUP CORPORATION
24,024,958$2177.9T1.90%
13
GOOGLALPHABET INC
20,781,745$2155.7T1.88%
14
TMOTHERMO FISHER SCIENTIFIC INC
3,564,109$2054.2T1.79%
15
TSLATESLA INC
9,878,900$2049.5T1.79%
16
BSXBOSTON SCIENTIFIC CORP
38,328,229$1917.6T1.67%
17
BMRNBIOMARIN PHARMACEUTICAL INC
18,243,429$1774.0T1.55%
18
WFCWELLS FARGO CO NEW
47,378,950$1771.0T1.54%
19
BABAALIBABA GROUP HLDG LTD
17,283,277$1766.0T1.54%
20
LUVSOUTHWEST AIRLS CO
50,852,629$1654.7T1.44%
21
NVSNNOVARTIS AG
16,427,035$1511.3T1.32%
22
BMYBRISTOL-MYERS SQUIBB CO
21,514,405$1491.2T1.30%
23
GOOGALPHABET INC
13,744,985$1429.5T1.25%
24
BIDUNBAIDU INC
9,382,524$1416.0T1.23%
25
ACMAECOM
16,116,639$1359.0T1.18%
26
ORCLORACLE CORP
13,984,991$1299.5T1.13%
27
RJFRAYMOND JAMES FINL INC
12,836,557$1197.3T1.04%
28
ROSTROSS STORES INC
11,275,424$1196.7T1.04%
29
FLEXFLEX LTD
49,377,864$1136.2T0.99%
30
TJXTJX COS INC NEW
14,009,748$1097.8T0.96%
31
ONCBEIGENE LTD
5,045,924$1087.5T0.95%
32
HESHESS CORP
8,180,075$1082.6T0.94%
33
SPLKCHFSPLUNK INC
11,131,228$1067.3T0.93%
34
UALUNITED AIRLS HLDGS INC
23,905,209$1057.8T0.92%
35
PXDEURPIONEER NAT RES CO
5,037,656$1028.9T0.90%
36
NTAPNETAPP INC
15,909,474$1015.8T0.89%
37
SGENUSDSEAGEN INC
4,894,808$991.1T0.86%
38
VVISA INC
4,202,441$947.5T0.83%
39
INTUINTUIT
1,877,691$837.1T0.73%
40
QCOMQUALCOMM INC
6,444,042$822.1T0.72%
41
MATMATTEL INC
43,647,759$803.6T0.70%
42
JPMJPMORGAN CHASE & CO
6,078,651$792.1T0.69%
43
DALDELTA AIR LINES INC DEL
22,646,708$790.8T0.69%
44
ADIANALOG DEVICES INC
3,903,640$769.9T0.67%
45
NVDANVIDIA CORPORATION
2,756,115$765.6T0.67%
46
JJACOBS SOLUTIONS INC
6,358,327$747.2T0.65%
47
ZBHZIMMER BIOMET HOLDINGS INC
4,934,912$637.6T0.56%
48
7HPHP INC
21,539,285$632.2T0.55%
49
WHRWHIRLPOOL CORP
4,773,935$630.3T0.55%
50
CATCATERPILLAR INC
2,534,148$579.9T0.51%
51
UPSUNITED PARCEL SERVICE INC
2,967,791$575.7T0.50%
52
DISDISNEY WALT CO
5,749,467$575.7T0.50%
53
BNTXBIONTECH SE
4,574,263$569.8T0.50%
54
MRSHMARSH & MCLENNAN COS INC
3,421,011$569.8T0.50%
55
AALAMERICAN AIRLS GROUP INC
37,738,441$556.6T0.49%
56
HPEHEWLETT PACKARD ENTERPRISE C
34,356,196$547.3T0.48%
57
NTRSNORTHERN TR CORP
5,884,232$518.6T0.45%
58
AMATAPPLIED MATLS INC
3,948,183$485.0T0.42%
59
ATVIEURACTIVISION BLIZZARD INC
5,516,380$472.1T0.41%
60
ALBALBEMARLE CORP
2,040,895$451.1T0.39%
61
AMZNAMAZON COM INC
4,308,300$445.0T0.39%
62
RCLROYAL CARIBBEAN GROUP
6,649,061$434.2T0.38%
63
MKTXMARKETAXESS HLDGS INC
1,109,230$434.0T0.38%
64
ABTABBOTT LABS
4,240,768$429.4T0.37%
65
ASMLASML HOLDING N V
622,779$423.9T0.37%
66
BACBANK AMERICA CORP
14,689,706$420.1T0.37%
67
UNPUNION PAC CORP
2,049,500$412.5T0.36%
68
ELANELANCO ANIMAL HEALTH INC
43,801,209$411.7T0.36%
69
T7DTRANSDIGM GROUP INC
555,394$409.4T0.36%
70
KMXCARMAX INC
5,936,361$381.6T0.33%
71
CSCOCISCO SYS INC
7,280,620$380.6T0.33%
72
JBLJABIL INC
4,065,600$358.4T0.31%
73
CMECME GROUP INC
1,860,930$356.4T0.31%
74
TXTTEXTRON INC
5,035,220$355.6T0.31%
75
GSKGSK PLC
9,871,510$351.2T0.31%
76
ERICERICSSON
58,314,717$341.1T0.30%
77
EOGEOG RES INC
2,948,529$338.0T0.29%
78
AAPLAPPLE INC
1,984,600$327.3T0.29%
79
OLEDUNIVERSAL DISPLAY CORP
2,078,919$322.5T0.28%
80
AG8AGILENT TECHNOLOGIES INC
2,303,421$318.7T0.28%
81
GLWCORNING INC
8,909,919$314.3T0.27%
82
RIGTRANSOCEAN LTD
46,321,989$294.6T0.26%
83
CVSCVS HEALTH CORP
3,722,585$276.6T0.24%
84
TRMBTRIMBLE INC
5,072,616$265.9T0.23%
85
FGENEURFIBROGEN INC
14,126,697$263.6T0.23%
86
METAMETA PLATFORMS INC
1,221,325$258.8T0.23%
87
ENQENTEGRIS INC
3,003,244$246.3T0.21%
88
DWDMORGAN STANLEY
2,720,353$238.8T0.21%
89
DSGDESCARTES SYS GROUP INC
2,911,706$234.7T0.20%
90
PODDINSULET CORP
725,308$231.3T0.20%
91
DLTRDOLLAR TREE INC
1,575,515$226.2T0.20%
92
LIVNLIVANOVA PLC
5,176,100$225.6T0.20%
93
CARRCARRIER GLOBAL CORPORATION
4,878,562$223.2T0.19%
94
PGRPROGRESSIVE CORP
1,510,690$216.1T0.19%
95
BBWIBATH & BODY WORKS INC
5,769,475$211.0T0.18%
96
XNCRXENCOR INC
7,562,819$210.9T0.18%
97
DDDUPONT DE NEMOURS INC
2,934,646$210.6T0.18%
98
GDGENERAL DYNAMICS CORP
903,610$206.2T0.18%
99
FISFIDELITY NATL INFORMATION SV
3,763,985$204.5T0.18%
100
DFSEURDISCOVER FINL SVCS
2,017,139$199.4T0.17%
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