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
1
LLYELI LILLY & CO
21,254,190$16534.9T12.33%
2
MUMICRON TECHNOLOGY INC
37,609,462$4433.8T3.31%
3
MSFTMICROSOFT CORP
10,237,595$4307.2T3.21%
4
AMGNAMGEN INC
14,601,958$4151.6T3.10%
5
KLACKLA CORP
5,784,869$4041.1T3.01%
6
FDXFEDEX CORP
12,889,655$3734.6T2.79%
7
BIIBBIOGEN INC
16,220,716$3497.7T2.61%
8
INTCINTEL CORP
76,125,037$3362.4T2.51%
9
ADBEADOBE INC
5,859,642$2956.8T2.21%
10
AZNASTRAZENECA PLC
42,945,175$2909.5T2.17%
11
GOOGLALPHABET INC
19,146,550$2889.8T2.16%
12
TXNTEXAS INSTRS INC
15,518,542$2703.5T2.02%
13
BSXBOSTON SCIENTIFIC CORP
37,947,665$2599.0T1.94%
14
WFCWELLS FARGO CO NEW
42,419,390$2458.6T1.83%
15
NVDANVIDIA CORPORATION
2,309,935$2087.2T1.56%
16
GOOGALPHABET INC
12,675,480$1930.0T1.44%
17
SONYSONY GROUP CORP
21,745,283$1864.4T1.39%
18
ORCLORACLE CORP
13,083,701$1643.4T1.23%
19
BMRNBIOMARIN PHARMACEUTICAL INC
18,713,895$1634.5T1.22%
20
TMOTHERMO FISHER SCIENTIFIC INC
2,757,557$1602.7T1.20%
21
TSLATESLA INC
9,039,080$1589.0T1.19%
22
ROSTROSS STORES INC
10,712,924$1572.2T1.17%
23
RJFRAYMOND JAMES FINL INC
12,090,097$1552.6T1.16%
24
NTAPNETAPP INC
14,504,964$1522.6T1.14%
25
BABAALIBABA GROUP HLDG LTD
20,796,812$1504.9T1.12%
26
LUVSOUTHWEST AIRLS CO
50,253,328$1466.9T1.09%
27
TJXTJX COS INC NEW
13,020,748$1320.6T0.98%
28
ACMAECOM
13,426,219$1316.8T0.98%
29
FLEXFLEX LTD
45,765,464$1309.3T0.98%
30
BMYBRISTOL-MYERS SQUIBB CO
23,273,407$1262.1T0.94%
31
NVSNNOVARTIS AG
12,417,755$1201.2T0.90%
32
HESHESS CORP
7,757,522$1184.1T0.88%
33
PXDEURPIONEER NAT RES CO
4,342,556$1139.9T0.85%
34
UALUNITED AIRLS HLDGS INC
23,701,089$1134.8T0.85%
35
VVISA INC
4,058,451$1132.6T0.84%
36
INTUINTUIT
1,701,621$1106.1T0.82%
37
DALDELTA AIR LINES INC DEL
22,567,823$1080.3T0.81%
38
BIDUNBAIDU INC
10,194,129$1073.2T0.80%
39
JPMJPMORGAN CHASE & CO
5,150,246$1031.6T0.77%
40
JJACOBS SOLUTIONS INC
5,946,252$914.1T0.68%
41
QCOMQUALCOMM INC
5,109,007$865.0T0.65%
42
ELANELANCO ANIMAL HEALTH INC
52,885,068$861.0T0.64%
43
DISDISNEY WALT CO
6,524,341$798.3T0.60%
44
AMZNAMAZON COM INC
4,346,000$783.9T0.58%
45
MATMATTEL INC
39,567,394$783.8T0.58%
46
ONCBEIGENE LTD
5,001,839$782.2T0.58%
47
ADIANALOG DEVICES INC
3,628,170$717.6T0.54%
48
RCLROYAL CARIBBEAN GROUP
5,001,265$695.2T0.52%
49
ZBHZIMMER BIOMET HOLDINGS INC
5,062,950$668.2T0.50%
50
AALAMERICAN AIRLS GROUP INC
42,332,046$649.8T0.48%
51
7HPHP INC
21,131,365$638.6T0.48%
52
CATCATERPILLAR INC
1,730,972$634.3T0.47%
53
T7DTRANSDIGM GROUP INC
512,294$630.9T0.47%
54
AMATAPPLIED MATLS INC
3,009,083$620.6T0.46%
55
NTRSNORTHERN TR CORP
6,785,472$603.4T0.45%
56
MRSHMARSH & MCLENNAN COS INC
2,881,611$593.6T0.44%
57
WHRWHIRLPOOL CORP
4,773,676$571.1T0.43%
58
HPEHEWLETT PACKARD ENTERPRISE C
31,993,666$567.2T0.42%
59
ASMLASML HOLDING N V
576,071$559.1T0.42%
60
GSKGSK PLC
12,738,370$546.1T0.41%
61
TXTTEXTRON INC
5,364,670$514.6T0.38%
62
ALBALBEMARLE CORP
3,725,084$490.7T0.37%
63
KMXCARMAX INC
5,522,019$481.0T0.36%
64
JBLJABIL INC
3,575,075$478.9T0.36%
65
NXTNEXTRACKER INC
8,217,513$462.4T0.34%
66
BNTXBIONTECH SE
4,807,918$443.5T0.33%
67
UPSUNITED PARCEL SERVICE INC
2,902,305$431.4T0.32%
68
ENQENTEGRIS INC
2,982,829$419.2T0.31%
69
BACBANK AMERICA CORP
10,939,006$414.8T0.31%
70
UNPUNION PAC CORP
1,613,800$396.9T0.30%
71
CMECME GROUP INC
1,801,030$387.7T0.29%
72
EOGEOG RES INC
2,801,729$358.2T0.27%
73
RIGTRANSOCEAN LTD
55,744,039$350.1T0.26%
74
COPCONOCOPHILLIPS
2,746,355$349.6T0.26%
75
RYTMRHYTHM PHARMACEUTICALS INC
7,747,591$335.7T0.25%
76
METAMETA PLATFORMS INC
689,225$334.7T0.25%
77
LIVNLIVANOVA PLC
5,937,151$332.1T0.25%
78
AAPLAPPLE INC
1,890,800$324.2T0.24%
79
OLEDUNIVERSAL DISPLAY CORP
1,887,582$318.0T0.24%
80
TRMBTRIMBLE INC
4,917,281$316.5T0.24%
81
PGRPROGRESSIVE CORP
1,456,740$301.3T0.22%
82
CSCOCISCO SYS INC
5,952,490$297.1T0.22%
83
AG8AGILENT TECHNOLOGIES INC
1,994,516$290.2T0.22%
84
GLWCORNING INC
8,722,119$287.5T0.21%
85
BBWIBATH & BODY WORKS INC
5,583,225$279.3T0.21%
86
NTNXNUTANIX INC
4,510,443$278.4T0.21%
87
ERICTELEFONAKTIEBOLAGET LM ERICS
49,221,099$271.2T0.20%
88
CVSCVS HEALTH CORP
3,395,405$270.8T0.20%
89
SYYSYSCO CORP
3,180,835$258.2T0.19%
90
DLTRDOLLAR TREE INC
1,915,185$255.0T0.19%
91
CWCURTISS WRIGHT CORP
975,265$249.6T0.19%
92
MKTXMARKETAXESS HLDGS INC
1,125,920$246.9T0.18%
93
GDGENERAL DYNAMICS CORP
835,890$236.1T0.18%
94
TERTERADYNE INC
2,050,880$231.4T0.17%
95
TRVCCITIGROUP INC
3,655,046$231.1T0.17%
96
DSGDESCARTES SYS GROUP INC
2,289,753$209.6T0.16%
97
DDDUPONT DE NEMOURS INC
2,701,550$207.1T0.15%
98
MAMASTERCARD INCORPORATED
419,400$202.0T0.15%
99
XNCRXENCOR INC
9,090,707$201.2T0.15%
100
OTISOTIS WORLDWIDE CORP
1,884,941$187.1T0.14%
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