Holdings
Primecap Portfolio
As of Jun 30, 2026, Primecap Portfolio reported 124 positions worth US$2.94B. Largest: Micron Technology, Inc., Eli Lilly And Company and Intel Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Micron Technology, Inc. | 411K | US$474M | no change | Jun 30, 2026 |
| Eli Lilly And Company | 172K | US$206M | no change | Jun 30, 2026 |
| Intel Corporation | 1.42M | US$198M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 388K | US$139M | −765 | Jun 30, 2026 |
| Kla Corporation | 450K | US$136M | +405K | Jun 30, 2026 |
| Nvidia Corporation | 359K | US$71.8M | no change | Jun 30, 2026 |
| Astrazeneca Plc | 373K | US$70.8M | no change | Jun 30, 2026 |
| Texas Instruments Incorporated | 215K | US$64M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 262K | US$62.4M | no change | Jun 30, 2026 |
| Siemens Aktiengesellschaft | 178K | US$57.3M | no change | Jun 30, 2026 |