PRIMECAP MANAGEMENT CO/CA/ Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$119.7T

Holdings

328

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (328 positions)

#StockSharesValue% PortfolioType
101
XNCRXENCOR INC
7,750,852$193.5B0.16%
102
GSGOLDMAN SACHS GROUP INC
596,950$192.5B0.16%
103
FISFIDELITY NATL INFORMATION SV
3,469,585$189.8B0.16%
104
GDGENERAL DYNAMICS CORP
875,820$188.4B0.16%
105
EWEDWARDS LIFESCIENCES CORP
1,936,000$182.6B0.15%
106
TRVCCITIGROUP INC
3,884,846$178.9B0.15%
107
CPRICAPRI HOLDINGS LIMITED
4,825,828$173.2B0.14%
108
MAMASTERCARD INCORPORATED
424,800$167.1B0.14%
109
TERTERADYNE INC
1,469,305$163.6B0.14%
110
XPEVXPENG INC
12,056,377$161.8B0.14%
111
MARMARRIOTT INTL INC NEW
878,900$161.4B0.13%
112
SYYSYSCO CORP
2,112,745$156.8B0.13%
113
NTNXNUTANIX INC
5,505,293$154.4B0.13%
114
OTISOTIS WORLDWIDE CORP
1,699,341$151.3B0.13%
115
KEYSKEYSIGHT TECHNOLOGIES INC
841,705$140.9B0.12%
116
RYTMRHYTHM PHARMACEUTICALS INC
8,299,317$136.9B0.11%
117
ADSKAUTODESK INC
650,400$133.1B0.11%
118
XMTRXOMETRY INC
6,240,278$132.2B0.11%
119
PANWPALO ALTO NETWORKS INC
513,102$131.1B0.11%
120
FCXFREEPORT-MCMORAN INC
3,269,100$130.8B0.11%
121
PKNREVVITY INC
1,096,535$130.3B0.11%
122
PINSPINTEREST INC
4,735,900$129.5B0.11%
123
ALKSALKERMES PLC
4,126,240$129.2B0.11%
124
SYKSTRYKER CORPORATION
420,100$128.2B0.11%
125
CCLCARNIVAL CORP
6,608,578$124.4B0.10%
126
JBHTHUNT J B TRANS SVCS INC
654,200$118.4B0.10%
127
PYPLPAYPAL HLDGS INC
1,764,450$117.7B0.10%
128
QSRRESTAURANT BRANDS INTL INC
1,498,900$116.2B0.10%
129
EAELECTRONIC ARTS INC
845,725$109.7B0.09%
130
CSXCSX CORP
3,211,600$109.5B0.09%
131
TWTRADEWEB MKTS INC
1,583,475$108.4B0.09%
132
EBAEBAY INC.
2,357,550$105.4B0.09%
133
WOLF*WOLFSPEED INC
1,894,994$105.3B0.09%
134
FMFFORMFACTOR INC
3,066,214$104.9B0.09%
135
LINLINDE PLC
275,000$104.8B0.09%
136
TMUST-MOBILE US INC
753,019$104.6B0.09%
137
DOWDOW INC
1,891,973$100.8B0.08%
138
BURLBURLINGTON STORES INC
631,630$99.4B0.08%
139
CTVACORTEVA INC
1,718,207$98.5B0.08%
140
CTRACOTERRA ENERGY INC
3,757,650$95.1B0.08%
141
VLOVALERO ENERGY CORP
784,525$92.0B0.08%
142
WEXWEX INC
499,940$91.0B0.08%
143
CHTRCHARTER COMMUNICATIONS INC N
240,050$88.2B0.07%
144
ROKROCKWELL AUTOMATION INC
264,190$87.0B0.07%
145
MCDMCDONALDS CORP
291,600$87.0B0.07%
146
WDCWESTERN DIGITAL CORP.
2,286,976$86.7B0.07%
147
ILMNILLUMINA INC
457,548$85.8B0.07%
148
MXLMAXLINEAR INC
2,650,630$83.7B0.07%
149
IRBTQIROBOT CORP
1,826,553$82.7B0.07%
150
HLTHILTON WORLDWIDE HLDGS INC
563,565$82.0B0.07%
151
EVREVERCORE INC
660,880$81.7B0.07%
152
SWAVUSDSHOCKWAVE MED INC
285,100$81.4B0.07%
153
AMEAMETEK INC
498,400$80.7B0.07%
154
MDTMEDTRONIC PLC
884,800$78.0B0.07%
155
MBLYMOBILEYE GLOBAL INC
2,018,770$77.6B0.06%
156
LYVLIVE NATION ENTERTAINMENT IN
827,740$75.4B0.06%
157
NFLXNETFLIX INC
168,610$74.3B0.06%
158
IEXIDEX CORP
336,825$72.5B0.06%
159
SCHWSCHWAB CHARLES CORP
1,276,808$72.4B0.06%
160
LUNGPULMONX CORP
5,519,721$72.4B0.06%
161
IQVIQVIA HLDGS INC
312,281$70.2B0.06%
162
VMWEURVMWARE INC
474,065$68.1B0.06%
163
CRMSALESFORCE INC
315,400$66.6B0.06%
164
ALCALCON AG
794,865$65.3B0.05%
165
SNYSANOFI
1,132,090$61.0B0.05%
166
DHRDANAHER CORPORATION
252,137$60.5B0.05%
167
LYFTLYFT INC
6,274,155$60.2B0.05%
168
UBERUBER TECHNOLOGIES INC
1,387,050$59.9B0.05%
169
CRLCHARLES RIV LABS INTL INC
273,980$57.6B0.05%
170
RYAAYRYANAIR HOLDINGS PLC
515,300$57.0B0.05%
171
SWN1EURSOUTHWESTERN ENERGY CO
9,181,700$55.2B0.05%
172
SSYSSTRATASYS LTD
3,067,399$54.5B0.05%
173
NSCNORFOLK SOUTHN CORP
231,100$52.4B0.04%
174
HUBSHUBSPOT INC
97,450$51.9B0.04%
175
BJBJS WHSL CLUB HLDGS INC
816,000$51.4B0.04%
176
ARLOARLO TECHNOLOGIES INC
4,696,910$51.2B0.04%
177
NCLHNORWEGIAN CRUISE LINE HLDG L
2,324,970$50.6B0.04%
178
LHXL3HARRIS TECHNOLOGIES INC
251,300$49.2B0.04%
179
TTDTHE TRADE DESK INC
637,000$49.2B0.04%
180
MOALTRIA GROUP INC
1,080,800$49.0B0.04%
181
SLBSCHLUMBERGER LTD
965,000$47.4B0.04%
182
NXTNEXTRACKER INC
1,169,690$46.6B0.04%
183
HONHONEYWELL INTL INC
221,240$45.9B0.04%
184
EXASEXACT SCIENCES CORP
479,300$45.0B0.04%
185
CCOCAMECO CORP
1,435,500$45.0B0.04%
186
NVTNVENT ELECTRIC PLC
860,000$44.4B0.04%
187
GKOSGLAUKOS CORP
618,500$44.0B0.04%
188
JBLUJETBLUE AWYS CORP
4,965,800$44.0B0.04%
189
XPOXPO INC
729,900$43.1B0.04%
190
OKTAOKTA INC
620,666$43.0B0.04%
191
MRVLMARVELL TECHNOLOGY INC
709,300$42.4B0.04%
192
VSCOVICTORIAS SECRET AND CO
2,408,839$42.0B0.04%
193
DEDEERE & CO
100,350$40.7B0.03%
194
NWLNEWELL BRANDS INC
4,636,500$40.3B0.03%
195
RTXRAYTHEON TECHNOLOGIES CORP
403,432$39.5B0.03%
196
GFLGFL ENVIRONMENTAL INC
960,000$37.2B0.03%
197
NBIXNEUROCRINE BIOSCIENCES INC
393,360$37.1B0.03%
198
FGENEURFIBROGEN INC
13,677,588$36.9B0.03%
199
ALTREURALTAIR ENGR INC
480,950$36.5B0.03%
200
MGMMGM RESORTS INTERNATIONAL
820,600$36.0B0.03%
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