account_balance
Investment manager · 13F filer · SEC CIK 763212
Primecap Management Co
Reported value$161Bas of Sep 30, 2026
Positions327 9 new, 6 sold out
Top 10 weight40.7%MU alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
12.3%Trimmed −3%
LLYEli Lilly & Co
6.5%
INTCIntel Corp
5.8%Added +3%
GOOGLAlphabet Inc
3.1%Trimmed −2%
KLACKla Corp
2.5%
NVDANvidia Corporation
2.4%
MSFTMicrosoft Corp
2.2%
BIIBBiogen Inc
2.1%
AMZNAmazon Com Inc
1.9%Added +5%
AZNAstrazeneca PLC
1.8%
FLEXFlex Ltd
1.6%Added +3%
BSX1.6%MUMicron Technology Inc
12.3%Trimmed −3%
LLY6.5%INTC5.8%GOOGL3.1%KLAC2.5%NVDA2.4%MSFT2.2%BIIB2.1%AMZN1.9%AZN1.8%FLEX1.6%BSX1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 12.3% Trimmed −3%LLY Eli Lilly & Co 6.5% HeldINTC Intel Corp 5.8% Added +3%GOOGL Alphabet Inc 3.1% Trimmed −2%KLAC Kla Corp 2.5% HeldNVDA Nvidia Corporation 2.4% HeldMSFT Microsoft Corp 2.2% HeldBIIB Biogen Inc 2.1% HeldAMZN Amazon Com Inc 1.9% Added +5%AZN Astrazeneca PLC 1.8% HeldFLEX Flex Ltd 1.6% Added +3%BSX Boston Scientific Corp 1.6% Added +16%
What changed