Análisis de declaraciones
PRIMECAP Management
13F-HR · período Q1 2025 · presentado May 09, 2025
$120.96BValor 13F declarado
335Posiciones
+12Nuevo
64Incrementada
231Reducida
−5Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| FLTR.L Flutter Entertainment plc | $210.94M | 0.2% |
| NKE NIKE, Inc. | $111.50M | 0.1% |
| VIK Viking Holdings Ltd | $30.36M | 0.0% |
| PSN Parsons Corporation | $19.82M | 0.0% |
| SNDK Sandisk Corporation | $18.10M | 0.0% |
| SNPS Synopsys, Inc. | $17.75M | 0.0% |
| FMC FMC Corporation | $9.77M | 0.0% |
| MUSA Murphy USA Inc. | $6.70M | 0.0% |
| BAH Booz Allen Hamilton Holding… | $6.27M | 0.0% |
| WELL Welltower Inc. | $6.05M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| TSLA Tesla, Inc. | ▼ Trim | -6.3% | $1.84B |
| BABA Alibaba Group Holding Limited | ▼ Trim | -6.1% | $2.73B |
| SCHW The Charles Schwab Corporation | ▲ Add | +229.3% | $1.10B |
| LLY Eli Lilly and Company | ▼ Trim | -11.8% | $12.21B |
| UAL United Airlines Holdings, Inc. | ▼ Trim | -3.9% | $1.51B |
| GOOGL Alphabet Inc. | ▼ Trim | -3.6% | $2.53B |
| NVDA NVIDIA Corporation | ▼ Trim | -3.5% | $2.23B |
| MSFT Microsoft Corporation | ▼ Trim | -4.8% | $3.41B |
| FDX FedEx Corporation | ▼ Trim | -3.7% | $2.91B |
| ORCL Oracle Corporation | ▼ Trim | -11.3% | $1.51B |
Procedencia: Metadatos del índice de formularios EDGAR; análisis de la tabla de información procesada (última versión aceptada de este trimestre). No es comentario editorial — solo campos calculados.