PRIMECAP MANAGEMENT CO/CA/

CIK

763212

City

PASADENA

State / Country

CA

Stock

TTD — Trade Desk, Inc.

Top Portfolio Positions

318 positions · $125,609,644,506 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	6.75%
MU	Micron Technology Inc Technology	21,874,204	$7,389,981,079	5.88%
GOOGL	Alphabet Inc. Communication Services	14,987,459	$4,309,793,710	3.43%
AZN	Astrazeneca PLC Healthcare	18,213,708	$3,592,107,491	2.86%
KLAC	Kla Corp Technology	2,437,647	$3,589,215,819	2.86%
INTC	Intel Corp Technology	75,761,968	$3,343,375,647	2.66%
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	2.35%
BIIB	Biogen Inc. Healthcare	14,757,607	$2,705,512,091	2.15%

Portfolio Trend

25 quarters · across all stocks

Holdings in TTD

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,967,807	1,232,605	+35.7%	Shares	Sole	2026-05-11
2025-12-31	$34,490,645	908,605	+61.9%	Shares	Sole	2026-02-11
2025-09-30	$27,507,107	561,255	+120.2%	Shares	Sole	2025-11-12
2025-06-30	$18,352,050	254,925	+22.0%	Shares	Sole	2025-08-11
2025-03-31	$11,436,480	209,000	-2.1%	Shares	Sole	2025-05-09
2024-12-31	$25,080,902	213,400	-37.3%	Shares	Sole	2025-02-10
2024-09-30	$37,324,860	340,400	-9.0%	Shares	Sole	2024-11-08
2024-06-30	$36,538,347	374,100	-29.8%	Shares	Sole	2024-08-09
2024-03-31	$46,594,860	533,000	-7.1%	Shares	Sole	2024-05-14
2023-12-31	$41,283,452	573,700	0.0%	Shares	Sole	2024-02-09
2023-09-30	$44,834,655	573,700	-9.9%	Shares	Sole	2023-11-13
2023-06-30	$49,189,140	637,000	-17.0%	Shares	Sole	2023-08-11
2023-03-31	$46,766,698	767,800	—	Shares	Sole	2023-05-15
No 13F history on record for this holder in this stock.