PRIMECAP MANAGEMENT CO/CA/
Top Portfolio Positions
317 positions ·
$125,241,358,456 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
9,223,432 | $8,483,436,050 | 6.77% | |
| MU |
Micron Technology Inc
Technology
|
21,874,204 | $7,389,981,079 | 5.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,987,459 | $4,309,793,710 | 3.44% | |
| AZN |
Astrazeneca PLC
Healthcare
|
18,213,708 | $3,592,107,491 | 2.87% | |
| KLAC |
Kla Corp
Technology
|
2,437,647 | $3,589,215,819 | 2.87% | |
| INTC |
Intel Corp
Technology
|
75,761,968 | $3,343,375,647 | 2.67% | |
| AMGN |
Amgen Inc
Healthcare
|
8,874,129 | $3,122,362,288 | 2.49% | |
| NVDA |
Nvidia Corp
Technology
|
17,188,230 | $2,997,627,312 | 2.39% | |
| FDX |
Fedex Corp
Industrials
|
8,303,010 | $2,957,366,101 | 2.36% | |
| BIIB |
Biogen Inc.
Healthcare
|
14,757,607 | $2,705,512,091 | 2.16% |
Portfolio Trend
24 quarters · across all stocks
Holdings in ARLO
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,992,439 | 2,318,513 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $53,153,318 | 3,135,889 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $61,976,775 | 3,654,291 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $41,236,178 | 4,177,931 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $51,851,002 | 4,633,691 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $60,088,500 | 4,961,891 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $65,324,284 | 5,009,531 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $64,786,102 | 5,121,431 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $46,425,622 | 4,876,641 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $48,711,790 | 4,729,300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $51,243,288 | 4,696,910 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $29,333,187 | 4,840,460 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $17,006,897 | 4,845,270 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $23,019,550 | 4,961,110 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $31,721,152 | 5,059,195 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $46,319,814 | 5,227,970 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $55,379,961 | 5,279,310 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $34,472,915 | 5,377,990 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $36,796,777 | 5,435,270 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $30,642,883 | 4,879,440 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $39,018,863 | 5,008,840 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $26,746,679 | 5,084,920 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,846,963 | 5,367,040 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,876,618 | 5,299,020 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||