PRIMECAP MANAGEMENT CO/CA/
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LASR | 246K | $7.29M |
 | AMH | 242K | $8.06M |
 | TPR | 242K | $27.37M |
 | ARM | 235K | $33.30M |
 | WEX | 234K | $36.79M |
 | EVR | 224K | $75.68M |
 | SPOT | 220K | $153.47M |
 | UNH | 200K | $69.05M |
 | NFLX | 196K | $235.28M |
 | WMT | 188K | $19.42M |
 | GE | 188K | $56.46M |
 | CVNA | 187K | $70.67M |
 | RGEN | 187K | $24.98M |
 | CMCSA | 182K | $5.72M |
 | FICO | 181K | $270.35M |
 | LAB | 176K | $229.03K |
 | APP | 174K | $125.26M |
 | NRIX | 170K | $1.57M |
 | VSEC | 166K | $27.64M |
 | SSYS | 165K | $1.85M |
nLIGHT, Inc.
LASR
Shares Held
246K
Value
$7.29M
American Homes 4 Rent
AMH
Shares Held
242K
Value
$8.06M
Tapestry, Inc.
TPR
Shares Held
242K
Value
$27.37M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
235K
Value
$33.30M
WEX Inc.
WEX
Shares Held
234K
Value
$36.79M
Evercore Inc.
EVR
Shares Held
224K
Value
$75.68M
Spotify Technology S.A.
SPOT
Shares Held
220K
Value
$153.47M
UnitedHealth Group Incorporated
UNH
Shares Held
200K
Value
$69.05M
Netflix, Inc.
NFLX
Shares Held
196K
Value
$235.28M
Walmart Inc.
WMT
Shares Held
188K
Value
$19.42M
GE Aerospace
GE
Shares Held
188K
Value
$56.46M
Carvana Co.
CVNA
Shares Held
187K
Value
$70.67M
Repligen Corporation
RGEN
Shares Held
187K
Value
$24.98M
Comcast Corporation
CMCSA
Shares Held
182K
Value
$5.72M
Fair Isaac Corporation
FICO
Shares Held
181K
Value
$270.35M
Standard BioTools Inc.
LAB
Shares Held
176K
Value
$229.03K
AppLovin Corporation
APP
Shares Held
174K
Value
$125.26M
Nurix Therapeutics, Inc.
NRIX
Shares Held
170K
Value
$1.57M
VSE Corporation
VSEC
Shares Held
166K
Value
$27.64M
Stratasys Ltd.
SSYS
Shares Held
165K
Value
$1.85M