PRIMECAP MANAGEMENT CO/CA/ Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$134.1B

Holdings

335

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (335 positions)

#StockSharesValue% PortfolioType
1
LLYELI LILLY & CO
21,254,190$16.5T12332.38%
2
MUMICRON TECHNOLOGY INC
37,609,462$4.4T3306.88%
3
MSFTMICROSOFT CORP
10,237,595$4.3T3212.45%
4
AMGNAMGEN INC
14,601,958$4.2T3096.45%
5
KLACKLA CORP
5,784,869$4.0T3014.04%
6
FDXFEDEX CORP
12,889,655$3.7T2785.45%
7
BIIBBIOGEN INC
16,220,716$3.5T2608.70%
8
INTCINTEL CORP
76,125,037$3.4T2507.84%
9
ADBEADOBE INC
5,859,642$3.0T2205.28%
10
AZNASTRAZENECA PLC
42,945,175$2.9T2170.04%
11
GOOGLALPHABET INC
19,146,550$2.9T2155.32%
12
TXNTEXAS INSTRS INC
15,518,542$2.7T2016.36%
13
BSXBOSTON SCIENTIFIC CORP
37,947,665$2.6T1938.46%
14
WFCWELLS FARGO CO NEW
42,419,390$2.5T1833.74%
15
NVDANVIDIA CORPORATION
2,309,935$2.1T1556.69%
16
GOOGALPHABET INC
12,675,480$1.9T1439.45%
17
SONYSONY GROUP CORP
21,745,283$1.9T1390.57%
18
ORCLORACLE CORP
13,083,701$1.6T1225.74%
19
BMRNBIOMARIN PHARMACEUTICAL INC
18,713,895$1.6T1219.05%
20
TMOTHERMO FISHER SCIENTIFIC INC
2,757,557$1.6T1195.37%
21
TSLATESLA INC
9,039,080$1.6T1185.12%
22
ROSTROSS STORES INC
10,712,924$1.6T1172.63%
23
RJFRAYMOND JAMES FINL INC
12,090,097$1.6T1158.00%
24
NTAPNETAPP INC
14,504,964$1.5T1135.60%
25
BABAALIBABA GROUP HLDG LTD
20,796,812$1.5T1122.38%
26
LUVSOUTHWEST AIRLS CO
50,253,328$1.5T1094.07%
27
TJXTJX COS INC NEW
13,020,748$1.3T984.93%
28
ACMAECOM
13,426,219$1.3T982.15%
29
FLEXFLEX LTD
45,765,464$1.3T976.56%
30
BMYBRISTOL-MYERS SQUIBB CO
23,273,407$1.3T941.34%
31
NVSNNOVARTIS AG
12,417,755$1.2T895.88%
32
HESHESS CORP
7,757,522$1.2T883.15%
33
PXDEURPIONEER NAT RES CO
4,342,556$1.1T850.20%
34
UALUNITED AIRLS HLDGS INC
23,701,089$1.1T846.38%
35
VVISA INC
4,058,451$1.1T844.76%
36
INTUINTUIT
1,701,621$1.1T824.94%
37
DALDELTA AIR LINES INC DEL
22,567,823$1.1T805.75%
38
BIDUNBAIDU INC
10,194,129$1.1T800.46%
39
JPMJPMORGAN CHASE & CO
5,150,246$1.0T769.40%
40
JJACOBS SOLUTIONS INC
5,946,252$914.1B681.78%
41
QCOMQUALCOMM INC
5,109,007$865.0B645.12%
42
ELANELANCO ANIMAL HEALTH INC
52,885,068$861.0B642.14%
43
DISDISNEY WALT CO
6,524,341$798.3B595.42%
44
AMZNAMAZON COM INC
4,346,000$783.9B584.69%
45
MATMATTEL INC
39,567,394$783.8B584.61%
46
ONCBEIGENE LTD
5,001,839$782.2B583.42%
47
ADIANALOG DEVICES INC
3,628,170$717.6B535.23%
48
RCLROYAL CARIBBEAN GROUP
5,001,265$695.2B518.53%
49
ZBHZIMMER BIOMET HOLDINGS INC
5,062,950$668.2B498.38%
50
AALAMERICAN AIRLS GROUP INC
42,332,046$649.8B484.64%
51
7HPHP INC
21,131,365$638.6B476.28%
52
CATCATERPILLAR INC
1,730,972$634.3B473.07%
53
T7DTRANSDIGM GROUP INC
512,294$630.9B470.58%
54
AMATAPPLIED MATLS INC
3,009,083$620.6B462.84%
55
NTRSNORTHERN TR CORP
6,785,472$603.4B450.01%
56
MRSHMARSH & MCLENNAN COS INC
2,881,611$593.6B442.70%
57
WHRWHIRLPOOL CORP
4,773,676$571.1B425.93%
58
HPEHEWLETT PACKARD ENTERPRISE C
31,993,666$567.2B423.07%
59
ASMLASML HOLDING N V
576,071$559.1B416.97%
60
GSKGSK PLC
12,738,370$546.1B407.30%
61
TXTTEXTRON INC
5,364,670$514.6B383.83%
62
ALBALBEMARLE CORP
3,725,084$490.7B366.01%
63
KMXCARMAX INC
5,522,019$481.0B358.77%
64
JBLJABIL INC
3,575,075$478.9B357.17%
65
NXTNEXTRACKER INC
8,217,513$462.4B344.88%
66
BNTXBIONTECH SE
4,807,918$443.5B330.80%
67
UPSUNITED PARCEL SERVICE INC
2,902,305$431.4B321.73%
68
ENQENTEGRIS INC
2,982,829$419.2B312.66%
69
BACBANK AMERICA CORP
10,939,006$414.8B309.38%
70
UNPUNION PAC CORP
1,613,800$396.9B296.01%
71
CMECME GROUP INC
1,801,030$387.7B289.19%
72
EOGEOG RES INC
2,801,729$358.2B267.14%
73
RIGTRANSOCEAN LTD
55,744,039$350.1B261.10%
74
COPCONOCOPHILLIPS
2,746,355$349.6B260.71%
75
RYTMRHYTHM PHARMACEUTICALS INC
7,747,591$335.7B250.38%
76
METAMETA PLATFORMS INC
689,225$334.7B249.61%
77
LIVNLIVANOVA PLC
5,937,151$332.1B247.71%
78
AAPLAPPLE INC
1,890,800$324.2B241.83%
79
OLEDUNIVERSAL DISPLAY CORP
1,887,582$318.0B237.15%
80
TRMBTRIMBLE INC
4,917,281$316.5B236.04%
81
PGRPROGRESSIVE CORP
1,456,740$301.3B224.71%
82
CSCOCISCO SYS INC
5,952,490$297.1B221.58%
83
AG8AGILENT TECHNOLOGIES INC
1,994,516$290.2B216.46%
84
GLWCORNING INC
8,722,119$287.5B214.41%
85
BBWIBATH & BODY WORKS INC
5,583,225$279.3B208.29%
86
NTNXNUTANIX INC
4,510,443$278.4B207.63%
87
ERICTELEFONAKTIEBOLAGET LM ERICS
49,221,099$271.2B202.28%
88
CVSCVS HEALTH CORP
3,395,405$270.8B201.99%
89
SYYSYSCO CORP
3,180,835$258.2B192.59%
90
DLTRDOLLAR TREE INC
1,915,185$255.0B190.19%
91
CWCURTISS WRIGHT CORP
975,265$249.6B186.17%
92
MKTXMARKETAXESS HLDGS INC
1,125,920$246.9B184.12%
93
GDGENERAL DYNAMICS CORP
835,890$236.1B176.11%
94
TERTERADYNE INC
2,050,880$231.4B172.59%
95
TRVCCITIGROUP INC
3,655,046$231.1B172.40%
96
DSGDESCARTES SYS GROUP INC
2,289,753$209.6B156.31%
97
DDDUPONT DE NEMOURS INC
2,701,550$207.1B154.48%
98
MAMASTERCARD INCORPORATED
419,400$202.0B150.64%
99
XNCRXENCOR INC
9,090,707$201.2B150.05%
100
OTISOTIS WORLDWIDE CORP
1,884,941$187.1B139.56%
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