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
23 quarters · across all stocks
Holdings in VSEC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,591,202 | 73,705 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $22,965,771 | 175,338 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,298,108 | 169,165 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $14,005,377 | 147,270 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,015,664 | 133,152 | Shares | Sole | 2024-11-08 | |
| No 13F history on record for this holder in this stock. | ||||||