PRIMECAP MANAGEMENT CO/CA/ Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$134077.2T

Holdings

335

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (335 positions)

#StockSharesValue% PortfolioType
101
EWEDWARDS LIFESCIENCES CORP
1,901,000$181.7T0.14%
102
CARRCARRIER GLOBAL CORPORATION
3,063,142$178.1T0.13%
103
CPRICAPRI HOLDINGS LIMITED
3,834,753$173.7T0.13%
104
DFSEURDISCOVER FINL SVCS
1,268,993$166.4T0.12%
105
ALKALASKA AIR GROUP INC
3,862,547$166.1T0.12%
106
TWTRADEWEB MKTS INC
1,590,695$165.7T0.12%
107
SYKSTRYKER CORPORATION
446,100$159.6T0.12%
108
ADSKAUTODESK INC
606,400$157.9T0.12%
109
FCXFREEPORT-MCMORAN INC
3,342,900$157.2T0.12%
110
WOLF*WOLFSPEED INC
5,244,770$154.7T0.12%
111
DWDMORGAN STANLEY
1,568,714$147.7T0.11%
112
PANWPALO ALTO NETWORKS INC
510,650$145.1T0.11%
113
PINSPINTEREST INC
4,086,050$141.7T0.11%
114
NFENEW FORTRESS ENERGY INC
4,615,500$141.2T0.11%
115
BURLBURLINGTON STORES INC
607,930$141.2T0.11%
116
OKTAOKTA INC
1,345,416$140.8T0.10%
117
FMFFORMFACTOR INC
3,031,214$138.3T0.10%
118
FISFIDELITY NATL INFORMATION SV
1,764,700$130.9T0.10%
119
JBHTHUNT J B TRANS SVCS INC
648,500$129.2T0.10%
120
LINLINDE PLC
276,000$128.2T0.10%
121
EBAEBAY INC.
2,319,990$122.4T0.09%
122
XPEVXPENG INC
15,549,225$119.4T0.09%
123
LYFTLYFT INC
6,161,370$119.2T0.09%
124
KEYSKEYSIGHT TECHNOLOGIES INC
757,475$118.5T0.09%
125
PYPLPAYPAL HLDGS INC
1,762,300$118.1T0.09%
126
TMUST-MOBILE US INC
709,799$115.9T0.09%
127
EVREVERCORE INC
596,450$114.9T0.09%
128
XMTRXOMETRY INC
6,711,638$113.4T0.08%
129
ACLSAXCELIS TECHNOLOGIES INC
1,012,996$113.0T0.08%
130
NSCNORFOLK SOUTHN CORP
439,600$112.0T0.08%
131
GSGOLDMAN SACHS GROUP INC
261,150$109.1T0.08%
132
EAELECTRONIC ARTS INC
820,075$108.8T0.08%
133
ABTABBOTT LABS
942,331$107.1T0.08%
134
PODDINSULET CORP
618,768$106.1T0.08%
135
WEXWEX INC
441,040$104.8T0.08%
136
CCLCARNIVAL CORP
6,343,878$103.7T0.08%
137
PKNREVVITY INC
986,945$103.6T0.08%
138
DOWDOW INC
1,755,442$101.7T0.08%
139
UBERUBER TECHNOLOGIES INC
1,316,450$101.4T0.08%
140
NFLXNETFLIX INC
163,790$99.5T0.07%
141
ARMARM HOLDINGS PLC
777,335$97.2T0.07%
142
NWLNEWELL BRANDS INC
11,939,172$95.9T0.07%
143
BBBLACKBERRY LTD
34,558,662$95.4T0.07%
144
ALKSALKERMES PLC
3,473,190$94.0T0.07%
145
CRMSALESFORCE INC
308,900$93.0T0.07%
146
CTRACOTERRA ENERGY INC
3,329,950$92.8T0.07%
147
CSXCSX CORP
2,499,900$92.7T0.07%
148
CTVACORTEVA INC
1,603,164$92.5T0.07%
149
SWAVUSDSHOCKWAVE MED INC
276,770$90.1T0.07%
150
WDCWESTERN DIGITAL CORP.
1,275,888$87.1T0.06%
151
LYVLIVE NATION ENTERTAINMENT IN
811,645$85.8T0.06%
152
IQVIQVIA HLDGS INC
323,956$81.9T0.06%
153
GKOSGLAUKOS CORP
848,635$80.0T0.06%
154
IEXIDEX CORP
322,910$78.8T0.06%
155
MARMARRIOTT INTL INC NEW
310,900$78.4T0.06%
156
AVGOBROADCOM INC
59,111$78.3T0.06%
157
SCHWSCHWAB CHARLES CORP
1,072,100$77.6T0.06%
158
ROKROCKWELL AUTOMATION INC
262,670$76.5T0.06%
159
MDTMEDTRONIC PLC
877,175$76.4T0.06%
160
CRLCHARLES RIV LABS INTL INC
273,930$74.2T0.06%
161
AMEAMETEK INC
386,900$70.8T0.05%
162
ZMZOOM VIDEO COMMUNICATIONS IN
1,066,950$69.7T0.05%
163
CHTRCHARTER COMMUNICATIONS INC N
239,850$69.7T0.05%
164
XPOXPO INC
553,100$67.5T0.05%
165
BJBJS WHSL CLUB HLDGS INC
879,300$66.5T0.05%
166
ALCALCON AG
793,215$66.1T0.05%
167
ARLOARLO TECHNOLOGIES INC
5,121,431$64.8T0.05%
168
NVTNVENT ELECTRIC PLC
859,000$64.8T0.05%
169
CRWDCROWDSTRIKE HLDGS INC
201,355$64.6T0.05%
170
MBLYMOBILEYE GLOBAL INC
2,007,050$64.5T0.05%
171
MRVLMARVELL TECHNOLOGY INC
906,200$64.2T0.05%
172
RYAAYRYANAIR HOLDINGS PLC
429,900$62.6T0.05%
173
SWN1EURSOUTHWESTERN ENERGY CO
8,231,600$62.4T0.05%
174
LPLALPL FINL HLDGS INC
234,400$61.9T0.05%
175
BABOEING CO
319,300$61.6T0.05%
176
ILMNILLUMINA INC
431,750$59.3T0.04%
177
CCOCAMECO CORP
1,356,000$58.7T0.04%
178
HUBSHUBSPOT INC
92,350$57.9T0.04%
179
INDIINDIE SEMICONDUCTOR INC
8,154,322$57.7T0.04%
180
VLOVALERO ENERGY CORP
329,700$56.3T0.04%
181
ITGARTNER INC
117,800$56.2T0.04%
182
UNHUNITEDHEALTH GROUP INC
112,114$55.5T0.04%
183
NBIXNEUROCRINE BIOSCIENCES INC
399,380$55.1T0.04%
184
SNYSANOFI
1,119,450$54.4T0.04%
185
SLBSCHLUMBERGER LTD
984,000$53.9T0.04%
186
LHXL3HARRIS TECHNOLOGIES INC
251,300$53.6T0.04%
187
LUNGPULMONX CORP
5,739,427$53.2T0.04%
188
STXSEAGATE TECHNOLOGY HLDNGS PL
546,750$50.9T0.04%
189
DELLDELL TECHNOLOGIES INC
433,270$49.4T0.04%
190
FTITECHNIPFMC PLC
1,881,700$47.2T0.04%
191
NCLHNORWEGIAN CRUISE LINE HLDG L
2,241,470$46.9T0.03%
192
TTDTHE TRADE DESK INC
533,000$46.6T0.03%
193
HONHONEYWELL INTL INC
221,000$45.4T0.03%
194
MXLMAXLINEAR INC
2,347,100$43.8T0.03%
195
OLLIOLLIES BARGAIN OUTLET HLDGS
542,570$43.2T0.03%
196
MOALTRIA GROUP INC
986,800$43.0T0.03%
197
OSISOSI SYSTEMS INC
293,100$41.9T0.03%
198
VSCOVICTORIAS SECRET AND CO
2,153,118$41.7T0.03%
199
RTXRTX CORPORATION
401,532$39.2T0.03%
200
MOG/AMOOG INC
245,200$39.1T0.03%
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