Stock Taper 
PRIMECAP MANAGEMENT CO/CA/
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 SAP SE | SAP | 82.5K | $12.71M |
 DoorDash, Inc. | DASH | 84.71K | $15.63M |
 DocuSign, Inc. | DOCU | 85K | $3.78M |
 CrowdStrike Holdings, Inc. | CRWD | 86.06K | $65.68M |
 Valvoline Inc. | VVV | 87.03K | $3.44M |
 Take-Two Interactive Software, Inc. | TTWO | 93.93K | $23.48M |
 Gibraltar Industries, Inc. | ROCK | 95.6K | $4.31M |
 Sanofi | SNY | 97.17K | $4.15M |
 Insulet Corp. | PODD | 99.31K | $15.12M |
 Fidelity National Information Services, Inc. | FIS | 100.91K | $3.92M |
 Gartner, Inc. | IT | 117.4K | $15.22M |
 GXO Logistics, Inc. | GXO | 125.4K | $6.36M |
 Axon Enterprise, Inc. | AXON | 133.82K | $75.02M |
 L3Harris Technologies, Inc. | LHX | 143K | $41.55M |
 UnitedHealth Group Incorporated | UNH | 144.12K | $59.9M |
 Walmart Inc. | WMT | 144.6K | $16.38M |
 SharkNinja, Inc. | SN | 144.7K | $22.03M |
 Unity Software Inc. | U | 152.71K | $4.36M |
 MaxLinear, Inc. | MXL | 164.38K | $21.05M |
 AppLovin Corporation | APP | 175.32K | $90.33M |