← til store investorer
Primecap Management Company
institutionel investor · portefølje $169 mia. · 324 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 0
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i kvartalet |
|---|
I virksomheder i vores database 37
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| American Airlines Group | 10.69% | 70 732 954 | 2026-06-30 |
| Mattel Inc | 10.33% | 29 505 735 | 2026-06-30 |
| Biogen Inc | 10.26% | 15 154 606 | 2026-06-30 |
| Southwest Airlines Company | 9.97% | 48 797 725 | 2026-06-30 |
| MarketAxess Holdings Inc | 9.96% | 3 504 905 | 2026-06-30 |
| Biomarin Pharmaceutical Inc | 7.33% | 14 190 183 | 2026-06-30 |
| Aecom Technology Corporation | 6.83% | 8 787 043 | 2026-06-30 |
| United Airlines Holdings Inc | 6.17% | 16 461 630 | 2026-06-30 |
| Whirlpool Corporation | 5.52% | 3 597 189 | 2026-06-30 |
| Booz Allen Hamilton Holding | 5.32% | 6 397 644 | 2026-06-30 |
| Raymond James Financial Inc. | 4.8% | 9 242 552 | 2026-06-30 |
| Universal Display | 4.78% | 2 195 818 | 2026-06-30 |
| Gitlab Inc | 4.64% | 7 683 350 | 2026-06-30 |
| NetApp Inc | 4.59% | 9 016 690 | 2026-06-30 |
| Jacobs Solutions Inc. | 3.87% | 4 565 799 | 2026-06-30 |
| Boston Scientific Corp | 3.49% | 50 520 914 | 2026-06-30 |
| FEDEX CORP | 3.45% | 8 156 799 | 2026-06-30 |
| Northern Trust Corporation | 3.33% | 6 100 742 | 2026-06-30 |
| CarMax Inc | 3.07% | 4 359 016 | 2026-06-30 |
| ALASKA AIR GROUP, INC. | 2.9% | 3 227 329 | 2026-06-30 |
| Ross Stores Inc | 2.85% | 9 104 980 | 2026-06-30 |
| HP Inc | 2.76% | 24 885 325 | 2026-06-30 |
| FedEx Freight Holding Compan… | 2.71% | 4 048 660 | 2026-06-30 |
| Delta Air Lines Inc | 2.66% | 17 521 167 | 2026-06-30 |
| Illumina Inc | 2.33% | 3 514 649 | 2026-06-30 |
| Albemarle Corp | 2.25% | 2 652 009 | 2026-06-30 |
| FormFactor Inc | 2.17% | 1 690 114 | 2026-06-30 |
| DOLLAR TREE, INC. | 2.01% | 3 768 875 | 2026-06-30 |
| Micron Technology Inc | 1.7% | 19 217 236 | 2026-06-30 |
| Xpeng Inc | 1.59% | 12 515 757 | 2026-06-30 |
| KLA Corporation | 1.57% | 20 536 730 | 2026-06-30 |
| Intel Corporation | 1.49% | 75 250 958 | 2026-06-30 |
| BioNTech SE | 1.49% | 3 772 031 | 2026-06-30 |
| Adobe Systems Incorporated | 1.34% | 5 227 139 | 2026-06-30 |
| Telefonaktiebolaget LM Erics… | 1.34% | 41 613 613 | 2026-06-30 |
| Alibaba Group Holding Limite… | 0.75% | 18 611 306 | 2026-06-30 |
| Novartis AG ADR | 0.32% | 6 592 124 | 2026-06-30 |
annonce