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Equibles

PRIMECAP MANAGEMENT CO/CA/

Position in ARLO — Arlo Technologies, Inc.

CIK 763212 PASADENA, CA
Back to ARLO Full portfolio

Position in ARLO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$26,182,608
-$6,809,831 QoQ
Shares Held
1,942,330
-16.2% QoQ
Ownership
1.80%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 93% Shared 0% None 7%

Common Shares in ARLO Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

PRIMECAP MANAGEMENT CO/CA/ holds $354,255,881 across 4 Building Products & Equipment names. ARLO ranks #3 (7.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CARR
CARRIER GLOBAL Corp
 3,866,183 $283,584,523
2 GFF
Griffon Corp
 411,947 $40,177,190
3 ARLO
Arlo Technologies, Inc.
This page 		1,942,330 $26,182,608
4 ROCK
Gibraltar Industries, Inc.
 95,600 $4,311,560

All Filings in ARLO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26,182,608 1,942,330
2026-03-31 $32,992,439 2,318,513
2025-12-31 $38,874,572 2,778,740
2025-09-30 $53,153,318 3,135,889
2025-06-30 $61,976,775 3,654,291
2025-03-31 $41,236,178 4,177,931
2024-12-31 $51,851,002 4,633,691
2024-09-30 $60,088,500 4,961,891
2024-06-30 $65,324,284 5,009,531
2024-03-31 $64,786,102 5,121,431
2023-12-31 $46,425,622 4,876,641
2023-09-30 $48,711,790 4,729,300
2023-06-30 $51,243,288 4,696,910
2023-03-31 $29,333,187 4,840,460
2022-12-31 $17,006,897 4,845,270
2022-09-30 $23,019,550 4,961,110
2022-06-30 $31,721,152 5,059,195
2022-03-31 $46,319,814 5,227,970
2021-12-31 $55,379,961 5,279,310
2021-09-30 $34,472,915 5,377,990
2021-06-30 $36,796,777 5,435,270
2021-03-31 $30,642,883 4,879,440
2020-12-31 $39,018,863 5,008,840
2020-09-30 $26,746,679 5,084,920
2020-06-30 $13,846,963 5,367,040
2020-03-31 $12,876,618 5,299,020