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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PRIMECAP MANAGEMENT CO/CA/

Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0000763212-25-000005

Total Value
$130.57B
Positions
327
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (327)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELI LILLY & COLLY10,795,338$8.24B6.31%
2MICRON TECHNOLOGY INCMU29,655,435$4.96B3.80%
3MICROSOFT CORPMSFT8,389,305$4.35B3.33%
4ALPHABET INCGOOG15,777,214$3.84B2.94%
5KLA CORPKLAC3,535,182$3.81B2.92%
6ALIBABA GROUP HLDG LTDBBAAY19,988,166$3.57B2.74%
7NVIDIA CORPORATIONNVDA18,765,600$3.50B2.68%
8BOSTON SCIENTIFIC CORPBSX33,102,094$3.23B2.48%
9ASTRAZENECA PLCAZN39,857,971$3.06B2.34%
10TESLA INCTSLA6,622,130$2.94B2.26%
11AMGEN INCAMGN9,707,609$2.74B2.10%
12INTEL CORPINTC79,405,510$2.66B2.04%
13AMAZON COM INCAMZN10,713,238$2.35B1.80%
14FEDEX CORPFDX9,442,250$2.23B1.71%
15ORACLE CORPORCL-PD7,536,326$2.12B1.62%
16BIOGEN INCBIIB14,954,697$2.09B1.60%
17TEXAS INSTRS INC88250810411,231,376$2.06B1.58%
18SCHWAB CHARLES CORPSCHW-PJ21,209,187$2.02B1.55%
19SONY GROUP CORPSNEJF64,442,090$1.86B1.42%
20UNITED AIRLS HLDGS INCUNTCW18,002,960$1.74B1.33%
21BEONE MEDICINES LTDBEIGF5,080,461$1.73B1.33%
22FLEX LTDFLEX29,610,278$1.72B1.31%
23RAYMOND JAMES FINL INC7547301099,646,282$1.66B1.28%
24BAIDU INCBAIDF12,112,300$1.60B1.22%
25SOUTHWEST AIRLS CO84474110847,996,113$1.53B1.17%
26TJX COS INC NEW87254010910,524,552$1.52B1.17%
27ROSS STORES INCROST9,954,910$1.52B1.16%
28ALPHABET INCGOOG6,126,946$1.49B1.14%
29VISA INCV4,064,781$1.39B1.06%
30ADOBE INCADBE3,857,505$1.36B1.04%
31WELLS FARGO CO NEW94974610114,926,855$1.25B0.96%
32JPMORGAN CHASE & CO.VYLD3,838,067$1.21B0.93%
33NOVARTIS AGNVSEF9,341,854$1.20B0.92%
34AECOMACM8,878,363$1.16B0.89%
35NETAPP INCNTAP9,630,055$1.14B0.87%
36THERMO FISHER SCIENTIFIC INCTMO2,303,322$1.12B0.86%
37GSK PLCGLAXF25,766,950$1.11B0.85%
38DELTA AIR LINES INC DELDAL18,293,987$1.04B0.80%
39NORTHERN TR CORPNTRSO7,541,367$1.02B0.78%
40ELANCO ANIMAL HEALTH INCELAN49,958,156$1.01B0.77%
41BRISTOL-MYERS SQUIBB COCELG-RI22,094,320$996.5M0.76%
42CHEVRON CORP NEWCVX6,362,826$988.1M0.76%
43CONOCOPHILLIPSCOP10,351,010$979.1M0.75%
44ROYAL CARIBBEAN GROUPV7780T1032,756,921$892.1M0.68%
45BIOMARIN PHARMACEUTICAL INCBMRN15,229,287$824.8M0.63%
46ANALOG DEVICES INCADI3,280,120$805.9M0.62%
47TRANSDIGM GROUP INCTDG585,373$771.5M0.59%
48INTUITINTU1,121,452$765.9M0.59%
49META PLATFORMS INCMETA1,010,840$742.3M0.57%
50JABIL INCJBL3,331,070$723.4M0.55%
51DISNEY WALT CO2546871066,247,506$715.3M0.55%
52JACOBS SOLUTIONS INCJ4,590,999$688.0M0.53%
53CATERPILLAR INCCAT1,270,428$606.2M0.46%
54AMERICAN AIRLS GROUP INC02376R10249,641,939$558.0M0.43%
55NEXTRACKER INCNXT7,460,451$552.0M0.42%
56MATTEL INCMAT31,354,147$527.7M0.40%
57CME GROUP INCCME1,940,588$524.3M0.40%
58HEWLETT PACKARD ENTERPRISE CHPE-PC20,889,987$513.1M0.39%
59HP INCHPQ18,132,345$493.7M0.38%
60APPLE INCAAPL1,760,880$448.4M0.34%
61PAYPAL HLDGS INCPYPL6,680,930$448.0M0.34%
62FLUTTER ENTMT PLCG3643J1081,699,488$431.7M0.33%
63RHYTHM PHARMACEUTICALS INCRYTM4,262,859$430.5M0.33%
64ZIMMER BIOMET HOLDINGS INCZBH4,250,630$418.7M0.32%
65QUALCOMM INCQCOM2,461,722$409.5M0.31%
66DOLLAR TREE INCDLTR4,194,049$395.8M0.30%
67MARKETAXESS HLDGS INCMKTX2,230,595$388.7M0.30%
68BIONTECH SEBNTX3,870,766$381.7M0.29%
69CORNING INCGLW4,600,372$377.4M0.29%
70ASML HOLDING N VASMLF387,476$375.1M0.29%
71MARSH & MCLENNAN COS INC5717481021,821,016$367.0M0.28%
72CISCO SYS INCCSCO5,248,560$359.1M0.28%
73TERADYNE INCTER2,551,268$351.2M0.27%
74NORFOLK SOUTHN CORP6558441081,132,583$340.2M0.26%
75WHIRLPOOL CORPWHR-PA4,309,878$338.8M0.26%
76CURTISS WRIGHT CORPCW619,650$336.4M0.26%
77XOMETRY INCXMTR6,168,167$336.0M0.26%
78TRIMBLE INCTRMB4,089,601$333.9M0.26%
79XPENG INCXPNGF13,886,057$325.2M0.25%
80UNIVERSAL DISPLAY CORPOLED2,258,378$324.4M0.25%
81APPLIED MATLS INC0382221051,584,226$324.4M0.25%
82PROGRESSIVE CORP7433151031,265,690$312.6M0.24%
83MONGODB INCMDB989,279$307.1M0.24%
84SYSCO CORPSYY3,705,599$305.1M0.23%
85MASTERCARD INCORPORATEDMA527,341$300.0M0.23%
86ENTEGRIS INCENTG3,161,635$292.3M0.22%
87US FOODS HLDG CORPUSFD3,793,209$290.6M0.22%
88DANAHER CORPORATION2358511021,449,920$287.5M0.22%
89AMENTUM HOLDINGS INCAMTM11,918,586$285.5M0.22%
90IDEX CORP45167R1041,730,580$281.7M0.22%
91EDWARDS LIFESCIENCES CORPEW3,523,291$274.0M0.21%
92FAIR ISAAC CORPFICO180,650$270.3M0.21%
93PERFORMANCE FOOD GROUP COPFGC2,567,817$267.2M0.20%
94EOG RES INCEOG2,370,062$265.7M0.20%
95ALBEMARLE CORPALB-PA3,255,909$264.0M0.20%
96CITIGROUP INCC-PR2,590,055$262.9M0.20%
97MARVELL TECHNOLOGY INCMRVL3,093,805$260.1M0.20%
98BROADCOM INCAVGO783,708$258.6M0.20%
99TEXTRON INCTXT3,043,220$257.1M0.20%
100LINDE PLCLIN538,920$256.0M0.20%
101UNION PAC CORPUNP1,048,140$247.7M0.19%
102NETFLIX INCNFLX196,240$235.3M0.18%
103LIVANOVA PLCLIVN4,444,832$232.8M0.18%
104OTIS WORLDWIDE CORPOTIS2,374,621$217.1M0.17%
105AUTODESK INCADSK670,900$213.1M0.16%
106TELEFONAKTIEBOLAGET LM ERICS29482160824,893,699$205.9M0.16%
107CARMAX INCKMX4,560,371$204.6M0.16%
108NUTANIX INCNTNX2,709,533$201.6M0.15%
109CVS HEALTH CORPCVS2,671,880$201.4M0.15%
110CARRIER GLOBAL CORPORATIONCARR3,326,325$198.6M0.15%
111BOOZ ALLEN HAMILTON HLDG CORBAH1,983,838$198.3M0.15%
112PALO ALTO NETWORKS INCPANW972,250$198.0M0.15%
113UNITED PARCEL SERVICE INCUPS2,262,131$189.0M0.14%
114STRYKER CORPORATIONSYK508,502$188.0M0.14%
115GLAUKOS CORPGKOS2,253,788$183.8M0.14%
116AGILENT TECHNOLOGIES INCA1,412,706$181.3M0.14%
117EBAY INC.EBAY1,992,080$181.2M0.14%
118COMERICA INC2003401072,625,625$179.9M0.14%
119ILLUMINA INCILMN1,885,279$179.0M0.14%
120ALASKA AIR GROUP INCALK3,459,409$172.2M0.13%
121CARNIVAL CORPCUKPF5,618,787$162.4M0.12%
122DUPONT DE NEMOURS INCDD2,032,804$158.4M0.12%
123PHILIP MORRIS INTL INC718172109953,700$154.7M0.12%
124SEAGATE TECHNOLOGY HLDNGS PLSE654,557$154.5M0.12%
125AMETEK INCAME819,154$154.0M0.12%
126BURLINGTON STORES INCBURL603,970$153.7M0.12%
127SPOTIFY TECHNOLOGY S ASPOT219,866$153.5M0.12%
128GENERAL DYNAMICS CORPGD431,470$147.1M0.11%
129OKTA INCOKTA1,589,038$145.7M0.11%
130IMMUNOCORE HLDGS PLCIMCR3,754,560$136.4M0.10%
131ROCKWELL AUTOMATION INCROK381,112$133.2M0.10%
132GOLDMAN SACHS GROUP INCGSCE163,830$130.5M0.10%
133BANK AMERICA CORP0605051042,461,832$127.0M0.10%
134SALESFORCE INCCRM533,200$126.4M0.10%
135T-MOBILE US INCTMUSZ523,499$125.3M0.10%
136APPLOVIN CORPAPP174,325$125.3M0.10%
137XENCOR INCXNCR10,675,022$125.2M0.10%
138LIVE NATION ENTERTAINMENT INLYV761,880$124.5M0.10%
139GRAIL INCGRAL2,020,940$119.5M0.09%
140INDIE SEMICONDUCTOR INCINDI28,900,768$117.6M0.09%
141REVVITY INCRVTY1,332,831$116.8M0.09%
142WESTERN DIGITAL CORPWDC965,070$115.9M0.09%
143DESCARTES SYS GROUP INC2499061081,183,140$111.5M0.09%
144ABBOTT LABSABLZF810,390$108.5M0.08%
145KEYSIGHT TECHNOLOGIES INCKEYS606,695$106.1M0.08%
146CAPITAL ONE FINL CORP14040H105498,081$105.9M0.08%
147DOW INCDOW4,451,122$102.1M0.08%
148FREEPORT-MCMORAN INCFCX2,589,270$101.6M0.08%
149ALCON AGALC1,344,906$100.2M0.08%
150LYFT INCLYFT4,518,430$99.5M0.08%
151CAPRI HOLDINGS LIMITEDCPRI4,952,884$98.7M0.08%
152ZOOM COMMUNICATIONS INCZM1,176,750$97.1M0.07%
153MOOG INCMOG-B456,560$94.8M0.07%
154UBER TECHNOLOGIES INCUBER961,300$94.2M0.07%
155HONEYWELL INTL INC438516106427,400$90.0M0.07%
156IQVIA HLDGS INCIQV469,161$89.1M0.07%
157BANK NEW YORK MELLON CORP064058100801,440$87.3M0.07%
158CAMECO CORPCCJ1,036,470$86.9M0.07%
159HUNT J B TRANS SVCS INC445658107640,810$86.0M0.07%
160CIENA CORPCIEN587,200$85.5M0.07%
161NIKE INCNKE1,219,930$85.1M0.07%
162FORMFACTOR INCFORM2,324,614$84.7M0.06%
163BOEING COBA-PA391,720$84.5M0.06%
164EXXON MOBIL CORPXOM748,831$84.4M0.06%
165MORGAN STANLEYMS-PQ528,971$84.1M0.06%
166ALKERMES PLCALKS2,759,080$82.8M0.06%
167CORTEVA INCCTVA1,223,250$82.7M0.06%
168PINTEREST INCPINS2,560,200$82.4M0.06%
169AXCELIS TECHNOLOGIES INCACLS833,676$81.4M0.06%
170BJS WHSL CLUB HLDGS INC05550J101853,999$79.6M0.06%
171CSX CORPCSX2,192,000$77.8M0.06%
172OSI SYSTEMS INCOSIS306,630$76.4M0.06%
173XPO INCXPO587,534$76.0M0.06%
174EVERCORE INCEVR224,350$75.7M0.06%
175NEWELL BRANDS INCNWL14,017,989$73.5M0.06%
176ADVANCED MICRO DEVICES INCAMD448,010$72.5M0.06%
177NEUROCRINE BIOSCIENCES INCNBIX512,260$71.9M0.06%
178MARRIOTT INTL INC NEW571903202274,260$71.4M0.05%
179CARVANA COCVNA187,325$70.7M0.05%
180WELLTOWER INCWELL390,509$69.6M0.05%
181UNITEDHEALTH GROUP INCUNH199,982$69.1M0.05%
182ELECTRONIC ARTS INCEA339,305$68.4M0.05%
183RTX CORPORATIONRTX377,362$63.1M0.05%
184OLLIES BARGAIN OUTLET HLDGS681116109486,540$62.5M0.05%
185TRADEWEB MKTS INC892672106547,012$60.7M0.05%
186RYANAIR HOLDINGS PLCRYAOF1,002,672$60.4M0.05%
187E L F BEAUTY INCELF442,950$58.7M0.04%
188NVENT ELECTRIC PLCNVT573,850$56.6M0.04%
189GE AEROSPACE369604301187,700$56.5M0.04%
190FIDELITY NATL INFORMATION SV31620M106846,206$55.8M0.04%
191TECHNIPFMC PLCFTI1,393,370$55.0M0.04%
192DELL TECHNOLOGIES INCDELL379,850$53.9M0.04%
193ARLO TECHNOLOGIES INCARLO3,135,889$53.2M0.04%
194AURORA INNOVATION INCAUROW9,858,580$53.1M0.04%
195ZOOMINFO TECHNOLOGIES INCGTM4,843,471$52.8M0.04%
196CROWDSTRIKE HLDGS INCCRWD105,816$51.9M0.04%
197VICTORIAS SECRET AND CO9264001021,855,400$50.4M0.04%
198VIKING HOLDINGS LTDVIK784,273$48.8M0.04%
199SANOFI SASNYNF986,468$46.6M0.04%
200COTERRA ENERGY INCCTRA1,941,380$45.9M0.04%
201PERIMETER SOLUTIONS INCPRM2,049,340$45.9M0.04%
202SYNOPSYS INCSNPS87,100$43.0M0.03%
203CHARLES RIV LABS INTL INC159864107270,540$42.3M0.03%
204NORWEGIAN CRUISE LINE HLDG LNCLH1,680,004$41.4M0.03%
205FMC CORPFMC1,188,243$40.0M0.03%
206INSULET CORPPODD124,110$38.3M0.03%
207BELLRING BRANDS INCBRBR1,042,609$37.9M0.03%
208PARSONS CORP DELPSN449,300$37.3M0.03%
209WEX INCWEX233,560$36.8M0.03%
210EXPAND ENERGY CORPORATIONEXE334,886$35.6M0.03%
211IVANHOE ELECTRIC INCIE2,828,284$35.5M0.03%
212IMMUNOME INCIMNM3,018,009$35.3M0.03%
213GITLAB INCGTLB775,640$35.0M0.03%
214DEERE & CODE74,210$33.9M0.03%
215KNIGHT-SWIFT TRANSN HLDGS IN499049104858,177$33.9M0.03%
216DOORDASH INCDASH124,640$33.9M0.03%
217ULTA BEAUTY INCULTA61,930$33.9M0.03%
218ARM HOLDINGS PLC042068205235,340$33.3M0.03%
219KEYCORP4932671081,699,430$31.8M0.02%
220GFL ENVIRONMENTAL INCGFL667,800$31.6M0.02%
221TRANSOCEAN LTDRIG10,081,990$31.5M0.02%
222MOBILEYE GLOBAL INCMBLY2,215,800$31.3M0.02%
223DOCUSIGN INCDOCU423,940$30.6M0.02%
224BRIDGEBIO PHARMA INCBBIO576,370$29.9M0.02%
225WILLSCOT HLDGS CORPWSC1,372,500$29.0M0.02%
226VSE CORPVSECU166,248$27.6M0.02%
227THE TRADE DESK INC88339J105561,255$27.5M0.02%
228TAPESTRY INCTPR241,740$27.4M0.02%
229HUMANA INCHUM100,650$26.2M0.02%
230CASEYS GEN STORES INC14752810346,000$26.0M0.02%
231TAKE-TWO INTERACTIVE SOFTWARTTWO99,459$25.7M0.02%
232GARTNER INCIT97,500$25.6M0.02%
233GRIFFON CORPGFF330,697$25.2M0.02%
234REPLIGEN CORPRGEN186,868$25.0M0.02%
235KIRBY CORPKEX285,853$23.9M0.02%
236TYSON FOODS INCTSN431,500$23.4M0.02%
237ALTRIA GROUP INCMO341,800$22.6M0.02%
238FLYWIRE CORPORATIONFLYW1,545,240$20.9M0.02%
239IMAX CORPIMAX635,502$20.8M0.02%
240EXACT SCIENCES CORP30063P105378,400$20.7M0.02%
241WALMART INCWMT188,450$19.4M0.01%
242TRONOX HOLDINGS PLCTROX4,704,502$18.9M0.01%
243CREDO TECHNOLOGY GROUP HOLDICRDO120,500$17.5M0.01%
244NEKTAR THERAPEUTICSNKTR289,050$16.4M0.01%
245SAIA INCSAIA54,420$16.3M0.01%
246CYBERARK SOFTWARE LTDM2682V10832,040$15.5M0.01%
247BLACKBERRY LTDBB2,994,176$14.6M0.01%
248WATERS CORP94184810348,567$14.6M0.01%
249WAVE LIFE SCIENCES LTDWVE1,898,650$13.9M0.01%
250JETBLUE AWYS CORP4771431012,637,100$13.0M0.01%
251UNITY SOFTWARE INCU315,014$12.6M0.01%
252MAXLINEAR INCMXL761,040$12.2M0.01%
253ALTICE USA INCOPTU4,869,860$11.7M0.01%
254SCHLUMBERGER LTDSLB329,280$11.3M0.01%
255NMI HLDGS INCNMIH290,930$11.2M0.01%
256MCDONALDS CORPMCD33,930$10.3M0.01%
257GALAXY DIGITAL INC.GLXY290,700$9.8M0.01%
258RINGCENTRAL INCRNG339,075$9.6M0.01%
259AXON ENTERPRISE INCAXON13,200$9.5M0.01%
260RXO INCRXO603,076$9.3M0.01%
261BATH & BODY WORKS INCBBWI354,950$9.1M0.01%
262PG&E CORPPCG-PX600,200$9.1M0.01%
263ALLOGENE THERAPEUTICS INCALLO7,079,308$8.8M0.01%
264COSTAR GROUP INCCSGP98,000$8.3M0.01%
265AMERICAN HOMES 4 RENTAMH-PG242,300$8.1M0.01%
266PULMONX CORPLUNG4,956,691$8.0M0.01%
267BOOT BARN HLDGS INCBOOT48,400$8.0M0.01%
268GXO LOGISTICS INCORPORATEDGXO150,700$8.0M0.01%
269MURPHY USA INCMUSA19,926$7.7M0.01%
270NEW FORTRESS ENERGY INCNFE3,406,049$7.5M0.01%
271ARRAY TECHNOLOGIES INCARRY911,600$7.4M0.01%
272NLIGHT INCLASR246,039$7.3M0.01%
273PENUMBRA INCPEN27,370$6.9M0.01%
274SAVERS VALUE VLG INC80517M109504,925$6.7M0.01%
275RAMBUS INC DELRMBS59,000$6.1M0.00%
276GIBRALTAR INDS INC37468910795,600$6.0M0.00%
277COMCAST CORP NEWCCZ182,100$5.7M0.00%
278DICKS SPORTING GOODS INC25339310224,850$5.5M0.00%
279VALERO ENERGY CORPVLO31,500$5.4M0.00%
280LPL FINL HLDGS INC50212V10016,000$5.3M0.00%
281EPR PPTYS26884U10991,000$5.3M0.00%
282AMICUS THERAPEUTICS INCFOLD667,900$5.3M0.00%
283CAVA GROUP INCCAVA85,250$5.1M0.00%
284IBOTTA INCIBTA150,165$4.2M0.00%
285RIVIAN AUTOMOTIVE INCRIVN268,760$3.9M0.00%
286HEALTH CATALYST INCHCAT1,369,067$3.9M0.00%
287MERCK & CO INCMRK46,000$3.9M0.00%
288INGEVITY CORPNGVT69,000$3.8M0.00%
289SHARKNINJA INCSN35,500$3.7M0.00%
290BRINKER INTL INC10964110028,200$3.6M0.00%
291FRONTIER GROUP HLDGS INCULCC804,900$3.6M0.00%
292CHART INDS INC16115Q30817,000$3.4M0.00%
293LUCKY STRIKE ENTERTAINMENT CLUCK326,900$3.3M0.00%
294TOAST INCTOST80,500$2.9M0.00%
295TAYLOR MORRISON HOME CORPTMHC44,400$2.9M0.00%
296RESTAURANT BRANDS INTL INC76131D10337,600$2.4M0.00%
297COCA COLA COKO35,200$2.3M0.00%
298ARISTA NETWORKS INCANET16,000$2.3M0.00%
299ALLEGIANT TRAVEL COALGT32,750$2.0M0.00%
300GLOBUS MED INCGMED34,125$2.0M0.00%
301ONESTREAM INCOS102,900$1.9M0.00%
302STRATASYS LTDSSYS165,100$1.8M0.00%
303GALAPAGOS NVGLPGF50,500$1.7M0.00%
304CERUS CORPCERS1,100,000$1.7M0.00%
305AMBARELLA INCAMBA20,900$1.7M0.00%
306SUN CTRY AIRLS HLDGS INC866683105143,115$1.7M0.00%
307CBOE GLOBAL MKTS INC12503M1086,700$1.6M0.00%
308MARQETA INCMQ303,600$1.6M0.00%
309NURIX THERAPEUTICS INCNRIX170,000$1.6M0.00%
310ZENTALIS PHARMACEUTICALS INCZNTL962,620$1.5M0.00%
311GREIF INCGEF-B20,000$1.2M0.00%
312VALVOLINE INCVVV27,630$992,1930.00%
313WOLFSPEED INCWOLF32,634$933,3340.00%
314FIBROGEN INC31572Q88158,879$721,2680.00%
315GROWGENERATION CORPGRWG377,300$705,5510.00%
316ZIMVIE INC98888T10731,930$604,7540.00%
317MEDTRONIC PLCMDT3,820$363,8180.00%
318LESLIES INC52706420865,556$360,5580.00%
319CIRCLE INTERNET GROUP INCCRCL2,700$357,9660.00%
320CONTROLADORA VUELA COMP DE A21240E10541,000$294,3800.00%
321DUOLINGO INCDUOL900$289,6560.00%
322SHUTTERSTOCK INCSSTK11,730$244,5710.00%
323STANDARD BIOTOOLS INCLAB176,174$229,0260.00%
324FIVE BELOW INCFIVE1,300$201,1100.00%
325JAMF HLDG CORP47074L10518,000$192,6000.00%
326MURAL ONCOLOGY PUB LTD COG6336510392,800$192,0960.00%
327SNAP INCSNAP18,750$144,5630.00%