PRIMECAP Management

PRIMECAP Management

PRIMECAP Management is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This PRIMECAP Management portfolio page tracks PRIMECAP Management holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies PRIMECAP Management owns and how disclosed positions change over time. PRIMECAP Management's public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Astrazeneca PLC (AZN), Unmapped 13F security (PORTFOLIO), Eli Lilly and Company Common Stock (LLY), Boston Scientific Corp (BSX), and Microsoft Corp (MSFT). Investors use PRIMECAP Management 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Trades

CompanyValueActionChangePriceCurrent Price
SANDISK CORPSNDK$254k400 sharesOtherQ1 2026 13F$254k$627.95$2,090.71
RingCentral IncRNG$10M269.7k sharesAddQ1 2026 13F$238k$37.19$41.60
Coca-Cola Company (The) Common StockKO$2.7M35.2k sharesAddQ1 2026 13F$216k$75.60$82.63
Restaurant Brands International IncQSR$2.8M37.6k sharesAddQ1 2026 13F$213k$73.90$74.72
Circle Internet GroupCRCL$-206.2KExitQ1 2026 13F$206k$93.21$82.53
Cerus CorporationCERS$1.4M789.3k sharesTrimQ1 2026 13F$200k$1.82$2.82
Greif, Inc.GEF-B$1.3M15k sharesAddQ1 2026 13F$193k$87.54$86.75
Expand Energy Corporation - Common StockEXE$36M330.9k sharesTrimQ1 2026 13F$192k$102.48$93.59
McDonald's CorpMCD$11M33.9k sharesAddQ1 2026 13F$175k$323.45$277.78
Savers Value Village, Inc.SVV$5.1M691.8k sharesTrimQ1 2026 13F$154k$7.44$8.48
GrowGeneration Corp.GRWG$415k377.3k sharesTrimQ1 2026 13F$151k$1.10$1.78
Allegiant Travel CompanyALGT$2.7M32.8k sharesTrimQ1 2026 13F$139k$81.04$91.00
Arista Networks IncANET$2.0M16k sharesTrimQ1 2026 13F$132k$133.90$157.60
Bruker Corporation - Common StockBRKR$31M857.6k sharesAddQ1 2026 13F$115k$36.12$54.23
Leslie's, Inc. (LESL)LESL$-108.2KExitQ1 2026 13F$108k--$3.57
OneStream, Inc. Class A Common StockOS$468k19.5k sharesAddQ1 2026 13F$108k$24.00$24.00
Griffon CorporationGFF$30M417.1k sharesAddQ1 2026 13F$78k$72.68$87.71
AMICUS THERAPEUTICS INCFOLD$8.5M585.4k sharesAddQ1 2026 13F$72k$14.46$14.49
PRIMECAP Management trim Unmapped 13F securityPORTFOLIO$297k41k sharesTrimQ1 2026 13F$67k$7.24--
Snap Inc.SNAP$85k18.6k sharesTrimQ1 2026 13F$64k$4.60$5.87
Standard BioTools Inc.LAB$141k153.4k sharesTrimQ1 2026 13F$55k$0.9193$1.06
Comcast CorpCMCSA$1.3M44.8k sharesTrimQ1 2026 13F$53k$30.46$23.76
Globus Medical, Inc. Class AGMED$2.5M29.3k sharesTrimQ1 2026 13F$51k$86.16$82.54
Lucky Strike Entertainment CorporationLUCK$2.7M324.8k sharesTrimQ1 2026 13F$49k$8.32$8.93
Cboe Global Markets, Inc.CBOE$1.4M5.1k sharesTrimQ1 2026 13F$47k$281.07$347.69
SanofiSNY$4.7M97.2k sharesTrimQ1 2026 13F$27k$46.12$43.88
Medtronic PLCMDT$211k2.4k sharesTrimQ1 2026 13F$23k$95.80$80.69
BRINKER INTERNATIONAL, INCEAT$4.0M28.2k sharesTrimQ1 2026 13F$21k$142.77$141.48
Showing 301-328 of 328
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