PRIMECAP MANAGEMENT CO/CA/ Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$118467.6T

Holdings

331

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (331 positions)

#StockSharesValue% PortfolioType
101
MARMARRIOTT INTL INC NEW
877,600$172.5T0.15%
102
ACLSAXCELIS TECHNOLOGIES INC
1,045,976$170.5T0.14%
103
MAMASTERCARD INCORPORATED
420,900$166.6T0.14%
104
XNCRXENCOR INC
8,184,206$164.9T0.14%
105
BBBLACKBERRY LTD
34,986,522$164.8T0.14%
106
DLTRDOLLAR TREE INC
1,500,585$159.7T0.13%
107
DFSEURDISCOVER FINL SVCS
1,828,939$158.4T0.13%
108
TRVCCITIGROUP INC
3,811,946$156.8T0.13%
109
TERTERADYNE INC
1,448,630$145.5T0.12%
110
ALKALASKA AIR GROUP INC
3,880,247$143.9T0.12%
111
SYYSYSCO CORP
2,158,250$142.6T0.12%
112
OTISOTIS WORLDWIDE CORP
1,699,041$136.4T0.12%
113
ADSKAUTODESK INC
650,400$134.6T0.11%
114
EWEDWARDS LIFESCIENCES CORP
1,936,000$134.1T0.11%
115
PINSPINTEREST INC
4,735,900$128.0T0.11%
116
TWTRADEWEB MKTS INC
1,588,775$127.4T0.11%
117
JBHTHUNT J B TRANS SVCS INC
654,200$123.3T0.10%
118
FCXFREEPORT-MCMORAN INC
3,274,900$122.1T0.10%
119
PANWPALO ALTO NETWORKS INC
510,540$119.7T0.10%
120
PKNREVVITY INC
1,044,940$115.7T0.10%
121
SYKSTRYKER CORPORATION
420,100$114.8T0.10%
122
XMTRXOMETRY INC
6,631,211$112.6T0.10%
123
PODDINSULET CORP
683,198$109.0T0.09%
124
ALKSALKERMES PLC
3,882,230$108.7T0.09%
125
FMFFORMFACTOR INC
3,037,574$106.1T0.09%
126
CHTRCHARTER COMMUNICATIONS INC N
239,850$105.5T0.09%
127
VLOVALERO ENERGY CORP
742,670$105.2T0.09%
128
WDCWESTERN DIGITAL CORP.
2,279,369$104.0T0.09%
129
EBAEBAY INC.
2,348,220$103.5T0.09%
130
KEYSKEYSIGHT TECHNOLOGIES INC
780,300$103.2T0.09%
131
LINLINDE PLC
276,000$102.8T0.09%
132
PYPLPAYPAL HLDGS INC
1,742,150$101.8T0.09%
133
FISFIDELITY NATL INFORMATION SV
1,840,700$101.7T0.09%
134
EAELECTRONIC ARTS INC
843,125$101.5T0.09%
135
CSXCSX CORP
3,299,600$101.5T0.09%
136
TMUST-MOBILE US INC
716,219$100.3T0.08%
137
CTRACOTERRA ENERGY INC
3,696,550$100.0T0.08%
138
QSRRESTAURANT BRANDS INTL INC
1,498,900$99.9T0.08%
139
DOWDOW INC
1,862,200$96.0T0.08%
140
EVREVERCORE INC
656,880$90.6T0.08%
141
WEXWEX INC
475,090$89.4T0.08%
142
CCLCARNIVAL CORP
6,381,478$87.6T0.07%
143
CTVACORTEVA INC
1,691,248$86.5T0.07%
144
HLTHILTON WORLDWIDE HLDGS INC
563,565$84.6T0.07%
145
BURLBURLINGTON STORES INC
622,200$84.2T0.07%
146
MBLYMOBILEYE GLOBAL INC
2,011,730$83.6T0.07%
147
MCDMCDONALDS CORP
291,600$76.8T0.06%
148
ROKROCKWELL AUTOMATION INC
263,020$75.2T0.06%
149
VMWEURVMWARE INC
446,403$74.3T0.06%
150
WOLF*WOLFSPEED INC
1,876,794$71.5T0.06%
151
SCHWSCHWAB CHARLES CORP
1,269,408$69.7T0.06%
152
AMEAMETEK INC
470,900$69.6T0.06%
153
IEXIDEX CORP
333,170$69.3T0.06%
154
MDTMEDTRONIC PLC
880,290$69.0T0.06%
155
LYVLIVE NATION ENTERTAINMENT IN
821,330$68.2T0.06%
156
IRBTQIROBOT CORP
1,793,755$68.0T0.06%
157
LYFTLYFT INC
6,195,745$65.3T0.06%
158
NFLXNETFLIX INC
169,290$63.9T0.05%
159
UBERUBER TECHNOLOGIES INC
1,375,550$63.3T0.05%
160
BJBJS WHSL CLUB HLDGS INC
879,300$62.8T0.05%
161
CRMSALESFORCE INC
308,900$62.6T0.05%
162
DHRDANAHER CORPORATION
249,737$62.0T0.05%
163
IQVIQVIA HLDGS INC
312,376$61.5T0.05%
164
ALCALCON AG
794,755$61.2T0.05%
165
SNYSANOFI
1,126,990$60.5T0.05%
166
SWN1EURSOUTHWESTERN ENERGY CO
8,913,500$57.5T0.05%
167
ILMNILLUMINA INC
417,065$57.3T0.05%
168
LUNGPULMONX CORP
5,522,401$57.0T0.05%
169
NWLNEWELL BRANDS INC
6,302,300$56.9T0.05%
170
CCOCAMECO CORP
1,427,900$56.6T0.05%
171
MXLMAXLINEAR INC
2,531,650$56.3T0.05%
172
SLBSCHLUMBERGER LTD
965,000$56.3T0.05%
173
SWAVUSDSHOCKWAVE MED INC
280,670$55.9T0.05%
174
XPOXPO INC
729,900$54.5T0.05%
175
OKTAOKTA INC
664,866$54.2T0.05%
176
CRLCHARLES RIV LABS INTL INC
273,930$53.7T0.05%
177
ARMARM HOLDINGS PLC
973,000$52.1T0.04%
178
RYAAYRYANAIR HOLDINGS PLC
515,300$50.1T0.04%
179
ARLOARLO TECHNOLOGIES INC
4,729,300$48.7T0.04%
180
GKOSGLAUKOS CORP
638,620$48.1T0.04%
181
HUBSHUBSPOT INC
93,750$46.2T0.04%
182
NVTNVENT ELECTRIC PLC
859,000$45.5T0.04%
183
NXTNEXTRACKER INC
1,131,465$45.4T0.04%
184
NSCNORFOLK SOUTHN CORP
229,700$45.2T0.04%
185
MOALTRIA GROUP INC
1,066,300$44.8T0.04%
186
TTDTHE TRADE DESK INC
573,700$44.8T0.04%
187
NBIXNEUROCRINE BIOSCIENCES INC
391,585$44.1T0.04%
188
LHXL3HARRIS TECHNOLOGIES INC
251,300$43.8T0.04%
189
OLLIOLLIES BARGAIN OUTLET HLDGS
545,270$42.1T0.04%
190
HONHONEYWELL INTL INC
221,000$40.8T0.03%
191
SSYSSTRATASYS LTD
2,997,499$40.8T0.03%
192
VSCOVICTORIAS SECRET AND CO
2,376,566$39.6T0.03%
193
MRVLMARVELL TECHNOLOGY INC
714,300$38.7T0.03%
194
NCLHNORWEGIAN CRUISE LINE HLDG L
2,296,070$37.8T0.03%
195
FTITECHNIPFMC PLC
1,842,200$37.5T0.03%
196
ZMZOOM VIDEO COMMUNICATIONS IN
530,750$37.1T0.03%
197
DEDEERE & CO
94,550$35.7T0.03%
198
LPLALPL FINL HLDGS INC
150,000$35.6T0.03%
199
CRWDCROWDSTRIKE HLDGS INC
202,085$33.8T0.03%
200
OSISOSI SYSTEMS INC
278,990$32.9T0.03%
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