Análisis de declaraciones
PRIMECAP Management
13F-HR · período Q2 2026 · presentado Aug 14, 2026
$169.11BValor 13F declarado
324Posiciones
+10Nuevo
83Incrementada
179Reducida
−6Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| FDXF FedEx Freight Holding… | $611.35M | 0.4% |
| SPCX Space Exploration… | $240.53M | 0.1% |
| DVN Devon Energy Corporation | $64.94M | 0.0% |
| FHN First Horizon Corporation | $57.10M | 0.0% |
| HONA Honeywell Aerospace Inc | $53.97M | 0.0% |
| MCK McKesson Corporation | $15.10M | 0.0% |
| FRVO Fervo Energy Company | $13.91M | 0.0% |
| DXCM DexCom, Inc. | $12.93M | 0.0% |
| BMNR Bitmine Immersion… | $12.11M | 0.0% |
| WING Wingstop Inc. | $6.26M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▼ Trim | -12.2% | $22.18B |
| INTC Intel Corp. | ▼ Trim | -0.7% | $10.51B |
| KLAC KLA Corporation | ▼ Trim | -15.8% ✂ | $6.20B |
| LLY Eli Lilly and Company | ▼ Trim | -0.6% | $11.00B |
| FLEX Flex Ltd. | ▼ Trim | -8.0% | $3.79B |
| GOOGL Alphabet Inc. | ▼ Trim | -0.8% | $5.31B |
| UAL United Airlines Holdings, Inc. | ▲ Add | +4.5% | $2.24B |
| AAL American Airlines Group Inc. | ▲ Add | +44.4% | $1.28B |
| LUV Southwest Airlines Co. | ▲ Add | +3.7% | $2.51B |
| AMGN Amgen Inc. | ▼ Trim | -23.9% | $2.45B |
Procedencia: Metadatos del índice de formularios de EDGAR; análisis de la tabla de información analizada (última versión aceptada de este trimestre). No es comentario editorial: solo campos calculados.