PRIMECAP Management

PRIMECAP Management

PRIMECAP Management is a significant player in the investment management space, known for its strategic approach to portfolio management. The firm has a diverse portfolio, with notable positions in sectors like Technology and Healthcare, as evidenced by its recent disclosures. As of May 11, 2026, PRIMECAP's disclosed trading record shows a range of $3.6B to $8.5B, highlighting a pattern of position increases and reductions across various companies, including Astrazeneca PLC and Microsoft Corp.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
Carrier Global CorporationCARR · Q1 2026$216M0.2%3.8M$67.07$258M+19.1%
Advanced Micro Devices IncAMD · Q1 2026$214M0.2%1M$544.43$571M+167.6%
United Parcel Service IncUPS · Q1 2026$211M0.2%2.1M$113.97$245M+15.8%
MongoDB, Inc.MDB · Q1 2026$206M0.2%842.7k$298.66$252M+22%
Whirlpool Corp (2)WHR · Q1 2026$202M0.2%3.7M$37.23$139M-31%
Universal Display CorporationOLED · Q1 2026$200M0.2%2.2M$79.86$175M-12.9%
Union Pacific CorporationUNP · Q1 2026$200M0.2%823.2k$301.27$248M+24.2%
The Progressive CorpPGR · Q1 2026$199M0.2%1M$205.90$207M+3.86%
G3643J108G3643J108 · Q1 2026$182M0.1%1.8M------
Dow Inc.DOW · Q1 2026$181M0.1%4.4M$31.16$136M-25.2%
CarMax IncKMX · Q1 2026$181M0.1%4.4M$58.47$255M+40.6%
AMETEK IncAME · Q1 2026$176M0.1%823.2k$237.30$195M+10.7%
FormFactor, Inc.FORM · Q1 2026$173M0.1%1.8M$104.56$187M+7.8%
Stryker CorpSYK · Q1 2026$173M0.1%526.7k$320.64$169M-2.42%
CVS Health CorpCVS · Q1 2026$172M0.1%2.4M$107.43$257M+49.6%
eBay Inc.EBAY · Q1 2026$171M0.1%1.9M$114.19$214M+25.5%
Ciena CorpCIEN · Q1 2026$170M0.1%438.1k$408.73$179M+5.28%
Keysight Technologies, Inc.KEYS · Q1 2026$167M0.1%590.8k$319.00$188M+13%
Palo Alto Networks, Inc.PANW · Q1 2026$166M0.1%1M$342.15$354M+113.4%
Teradyne, Inc.TER · Q1 2026$163M0.1%550.6k$341.91$188M+15.3%
Otis Worldwide CorpOTIS · Q1 2026$161M0.1%2.1M$73.62$154M-4.49%
Spotify Technology S.ASPOT · Q1 2026$161M0.1%332.6k$489.56$163M+0.96%
Boeing CoBA · Q1 2026$158M0.1%795.9k$209.63$167M+5.33%
GITLAB INCGTLB · Q1 2026$158M0.1%7.3M$31.76$232M+46.7%
Western Digital CorpWDC · Q1 2026$156M0.1%577.2k$502.08$290M+85.6%
Agilent Technologies, Inc.A · Q1 2026$152M0.1%1.3M$130.82$175M+14.8%
AUTODESK IncADSK · Q1 2026$144M0.1%603.1k$217.68$131M-9.07%
Philip Morris International IncPM · Q1 2026$143M0.1%864.4k$192.12$166M+16.2%
Carnival Corporation & PLCCCL · Q1 2026$139M0.1%5.4M$25.27$136M-2.36%
679295105679295105 · Q1 2026$135M0.1%1.7M------
Bank of America CorpBAC · Q1 2026$135M0.1%2.8M$61.62$170M+26.4%
General Dynamics CorpGD · Q1 2026$134M0.1%389k$370.10$144M+7.83%
The Goldman Sachs Group IncGS · Q1 2026$130M0.1%153.6k$1,072.80$165M+26.8%
Moog Inc.MOG-A · Q1 2026$127M0.1%433.4k$382.48$166M+30.7%
Xencor, Inc.XNCR · Q1 2026$125M0.1%10.3M$14.98$155M+24.2%
Marsh & McLennan Companies IncMRSH · Q1 2026$124M0.1%717.5k$182.18$131M+5.03%
ALASKA AIR GROUP IncALK · Q1 2026$120M0.1%3.3M$44.36$144M+20.6%
Qnity Electronics, Inc. Common StockQ · Q1 2026$112M0.1%970.5k$135.56$132M+17.5%
Immunocore Holdings plcIMCR · Q1 2026$111M0.1%3.7M$34.47$127M+14.3%
Live Nation Entertainment IncLYV · Q1 2026$111M0.1%728.2k$182.31$133M+19.5%
XPO Logistics, Inc. (XPO)XPO · Q1 2026$111M0.1%568.3k$213.83$122M+9.91%
Honeywell International IncHON · Q1 2026$110M0.1%488.2k$225.04$110M-0.44%
J.B. Hunt Transport Services, Inc.JBHT · Q1 2026$110M0.1%517.7k$289.37$150M+36.6%
Textron Inc. Common StockTXT · Q1 2026$109M0.1%1.2M$94.03$117M+7.39%
Nutanix IncNTNX · Q1 2026$107M0.1%2.8M$52.82$149M+39%
Evercore Inc.EVR · Q1 2026$106M0.1%354k$349.71$124M+17.2%
Immunome, Inc.IMNM · Q1 2026$105M0.1%4.8M$22.20$106M+1.51%
CAVA Group, Inc.CAVA · Q1 2026$102M0.1%1.3M$63.70$80M-21.3%
Alcon IncALC · Q1 2026$101M0.1%1.3M$70.62$95M-6.28%
Cameco Corporation Common StockCCJ · Q1 2026$101M0.1%927.7k$89.33$83M-17.8%
Showing 101-150 of 320