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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 Q4 2025 · Filed February 11, 2026 · Accession 0000763212-26-000012

Total Value
$132.11B
Positions
319
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (319)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELI LILLY & COLLY9,265,782$9.96B7.54%
2MICRON TECHNOLOGY INCMU24,794,936$7.08B5.36%
3ALPHABET INCGOOG15,128,289$4.74B3.58%
4MICROSOFT CORPMSFT7,287,520$3.52B2.67%
5KLA CORPKLAC2,875,962$3.49B2.65%
6ASTRAZENECA PLCAZN36,915,261$3.39B2.57%
7NVIDIA CORPORATIONNVDA17,227,520$3.21B2.43%
8BOSTON SCIENTIFIC CORPBSX31,096,184$2.97B2.24%
9AMGEN INCAMGN8,904,979$2.91B2.21%
10TESLA INCTSLA6,317,420$2.84B2.15%
11AMAZON COM INCAMZN12,256,188$2.83B2.14%
12INTEL CORPINTC76,132,268$2.81B2.13%
13ALIBABA GROUP HLDG LTDBBAAY18,977,436$2.78B2.11%
14BIOGEN INCBIIB14,757,997$2.60B1.97%
15FEDEX CORPFDX8,512,671$2.46B1.86%
16SCHWAB CHARLES CORPSCHW-PJ23,276,071$2.33B1.76%
17SOUTHWEST AIRLS CO84474110847,392,095$1.96B1.48%
18ALPHABET INCGOOG5,762,640$1.81B1.37%
19UNITED AIRLS HLDGS INCUNTCW15,978,490$1.79B1.35%
20TEXAS INSTRS INC88250810410,084,686$1.75B1.32%
21ROSS STORES INCROST9,207,200$1.66B1.26%
22FLEX LTDFLEX26,702,091$1.61B1.22%
23BEONE MEDICINES LTDBEIGF4,980,581$1.51B1.15%
24RAYMOND JAMES FINL INC7547301099,342,072$1.50B1.14%
25TJX COS INC NEW8725401099,739,320$1.50B1.13%
26SONY GROUP CORPSNEJF58,301,430$1.49B1.13%
27BAIDU INCBAIDF11,103,600$1.45B1.10%
28VISA INCV4,008,951$1.41B1.06%
29BRISTOL-MYERS SQUIBB COCELG-RI24,875,550$1.34B1.02%
30ADOBE INCADBE3,676,206$1.29B0.97%
31GSK PLCGLAXF25,130,160$1.23B0.93%
32DELTA AIR LINES INC DELDAL17,594,127$1.22B0.92%
33THERMO FISHER SCIENTIFIC INCTMO2,057,292$1.19B0.90%
34ORACLE CORPORCL-PD6,031,740$1.18B0.89%
35JPMORGAN CHASE & CO.VYLD3,606,887$1.16B0.88%
36CONOCOPHILLIPSCOP11,577,465$1.08B0.82%
37ELANCO ANIMAL HEALTH INCELAN46,214,088$1.05B0.79%
38NOVARTIS AGNVSEF7,579,274$1.04B0.79%
39NETAPP INCNTAP9,068,055$971.1M0.74%
40NORTHERN TR CORPNTRSO6,607,717$902.5M0.68%
41BIOMARIN PHARMACEUTICAL INCBMRN14,549,314$864.7M0.65%
42ANALOG DEVICES INCADI3,141,640$852.0M0.64%
43AECOMACM8,667,283$826.3M0.63%
44WELLS FARGO CO NEW9497461018,360,272$779.2M0.59%
45JABIL INCJBL3,343,670$762.4M0.58%
46AMERICAN AIRLS GROUP INC02376R10249,002,554$751.2M0.57%
47DISNEY WALT CO2546871066,236,627$709.5M0.54%
48INTUITINTU1,056,337$699.7M0.53%
49ROYAL CARIBBEAN GROUPV7780T1032,410,521$672.3M0.51%
50NEXTPOWER INCNXT6,951,597$605.6M0.46%
51JACOBS SOLUTIONS INCJ4,525,959$599.5M0.45%
52MATTEL INCMAT29,804,075$591.3M0.45%
53MARKETAXESS HLDGS INCMKTX3,175,425$575.5M0.44%
54IDEX CORP45167R1043,226,787$574.2M0.43%
55TRANSDIGM GROUP INCTDG410,217$545.5M0.41%
56META PLATFORMS INCMETA788,790$520.7M0.39%
57CME GROUP INCCME1,879,018$513.1M0.39%
58CATERPILLAR INCCAT880,170$504.2M0.38%
59APPLE INCAAPL1,760,880$478.7M0.36%
60PAYPAL HLDGS INCPYPL8,168,490$476.9M0.36%
61DOLLAR TREE INCDLTR3,832,425$471.4M0.36%
62HEWLETT PACKARD ENTERPRISE CHPE-PC19,212,717$461.5M0.35%
63FAIR ISAAC CORPFICO243,374$411.5M0.31%
64QUALCOMM INCQCOM2,338,084$399.9M0.30%
65ALBEMARLE CORPALB-PA2,805,069$396.7M0.30%
66BOOZ ALLEN HAMILTON HLDG CORBAH4,666,298$393.6M0.30%
67HP INCHPQ17,655,485$393.4M0.30%
68FLUTTER ENTMT PLCG3643J1081,787,790$384.4M0.29%
69ASML HOLDING N VASMLF356,776$381.7M0.29%
70GLAUKOS CORPGKOS3,376,928$381.3M0.29%
71LINDE PLCLIN888,620$378.9M0.29%
72NETFLIX INCNFLX4,023,110$377.2M0.29%
73CISCO SYS INCCSCO4,841,060$372.9M0.28%
74RHYTHM PHARMACEUTICALS INCRYTM3,478,669$372.4M0.28%
75CORNING INCGLW4,138,172$362.3M0.27%
76BIONTECH SEBNTX3,800,011$361.8M0.27%
77ZIMMER BIOMET HOLDINGS INCZBH3,999,410$359.6M0.27%
78MONGODB INCMDB848,279$356.0M0.27%
79CHEVRON CORP NEWCVX2,325,352$354.4M0.27%
80AMENTUM HOLDINGS INCAMTM12,126,927$351.7M0.27%
81SYNOPSYS INCSNPS734,800$345.2M0.26%
82DANAHER CORPORATION2358511021,480,720$339.0M0.26%
83XOMETRY INCXMTR5,682,907$338.0M0.26%
84APPLIED MATLS INC0382221051,233,826$317.1M0.24%
85CURTISS WRIGHT CORPCW564,000$310.9M0.24%
86TRIMBLE INCTRMB3,931,266$308.0M0.23%
87MASTERCARD INCORPORATEDMA520,791$297.3M0.23%
88US FOODS HLDG CORPUSFD3,911,610$294.6M0.22%
89BANK NEW YORK MELLON CORP0640581002,521,678$292.7M0.22%
90EDWARDS LIFESCIENCES CORPEW3,418,791$291.5M0.22%
91NORFOLK SOUTHN CORP6558441081,002,183$289.4M0.22%
92CITIGROUP INCC-PR2,468,300$288.0M0.22%
93WHIRLPOOL CORPWHR-PA3,816,068$275.3M0.21%
94SYSCO CORPSYY3,685,129$271.6M0.21%
95ENTEGRIS INCENTG3,160,334$266.3M0.20%
96PROGRESSIVE CORP7433151031,149,900$261.9M0.20%
97BROADCOM INCAVGO755,728$261.6M0.20%
98ILLUMINA INCILMN1,989,679$261.0M0.20%
99LIVANOVA PLCLIVN4,224,852$260.0M0.20%
100XPENG INCXPNGF12,801,087$259.6M0.20%
101TELEFONAKTIEBOLAGET LM ERICS29482160826,629,299$257.0M0.19%
102UNIVERSAL DISPLAY CORPOLED2,196,328$256.5M0.19%
103MARVELL TECHNOLOGY INCMRVL2,926,805$248.7M0.19%
104BURLINGTON STORES INCBURL807,190$233.2M0.18%
105PERFORMANCE FOOD GROUP COPFGC2,529,987$227.5M0.17%
106UNION PAC CORPUNP955,740$221.1M0.17%
107UNITED PARCEL SERVICE INCUPS2,146,931$213.0M0.16%
108CVS HEALTH CORPCVS2,410,530$191.3M0.14%
109ADVANCED MICRO DEVICES INCAMD875,699$187.5M0.14%
110OTIS WORLDWIDE CORPOTIS2,092,661$182.8M0.14%
111AUTODESK INCADSK615,100$182.1M0.14%
112AGILENT TECHNOLOGIES INCA1,337,436$182.0M0.14%
113STRYKER CORPORATIONSYK516,792$181.6M0.14%
114PALO ALTO NETWORKS INCPANW968,780$178.4M0.14%
115EOG RES INCEOG1,620,262$170.1M0.13%
116AMETEK INCAME823,154$169.0M0.13%
117CARMAX INCKMX4,367,236$168.7M0.13%
118EBAY INC.EBAY1,884,020$164.1M0.12%
119ALASKA AIR GROUP INCALK3,260,830$164.0M0.12%
120CARNIVAL CORPCUKPF5,366,603$163.9M0.12%
121GRAIL INCGRAL1,838,684$157.4M0.12%
122XENCOR INCXNCR10,218,322$156.4M0.12%
123CARRIER GLOBAL CORPORATIONCARR2,919,575$154.3M0.12%
124SPOTIFY TECHNOLOGY S ASPOT263,956$153.3M0.12%
125PHILIP MORRIS INTL INC718172109900,900$144.5M0.11%
126OKTA INCOKTA1,641,028$141.9M0.11%
127NUTANIX INCNTNX2,706,553$139.9M0.11%
128BANK AMERICA CORP0605051042,540,732$139.7M0.11%
129TERADYNE INCTER716,570$138.7M0.10%
130IMMUNOCORE HLDGS PLCIMCR3,961,880$137.5M0.10%
131GOLDMAN SACHS GROUP INCGSCE155,430$136.6M0.10%
132GENERAL DYNAMICS CORPGD399,010$134.3M0.10%
133WESTERN DIGITAL CORPWDC753,540$129.8M0.10%
134KEYSIGHT TECHNOLOGIES INCKEYS592,605$120.4M0.09%
135REVVITY INCRVTY1,238,285$119.8M0.09%
136CIENA CORPCIEN511,600$119.6M0.09%
137FORMFACTOR INCFORM2,081,246$116.1M0.09%
138TEXTRON INCTXT1,264,940$110.3M0.08%
139ZOOM COMMUNICATIONS INCZM1,249,600$107.8M0.08%
140MOOG INCMOG-B439,860$107.1M0.08%
141SEAGATE TECHNOLOGY HLDNGS PLSE384,282$105.8M0.08%
142ALCON AGALC1,340,866$105.7M0.08%
143INDIE SEMICONDUCTOR INCINDI29,774,708$105.1M0.08%
144LIVE NATION ENTERTAINMENT INLYV730,600$104.1M0.08%
145DOW INCDOW4,432,562$103.6M0.08%
146DESCARTES SYS GROUP INC2499061081,178,440$103.3M0.08%
147APPLOVIN CORPAPP152,525$102.8M0.08%
148IMMUNOME INCIMNM4,685,441$100.6M0.08%
149HUNT J B TRANS SVCS INC445658107517,710$100.6M0.08%
150ROCKWELL AUTOMATION INCROK254,910$99.2M0.08%
151IQVIA HLDGS INCIQV432,071$97.4M0.07%
152MARSH & MCLENNAN COS INC571748102518,200$96.1M0.07%
153ABBOTT LABSABLZF762,820$95.6M0.07%
154CAPRI HOLDINGS LIMITEDCPRI3,906,744$95.3M0.07%
155HONEYWELL INTL INC438516106488,200$95.2M0.07%
156NIKE INCNKE1,466,530$93.4M0.07%
157CAPITAL ONE FINL CORP14040H105382,970$92.8M0.07%
158T-MOBILE US INCTMUSZ438,459$89.0M0.07%
159CAMECO CORPCCJ933,670$85.4M0.06%
160LYFT INCLYFT4,321,300$83.7M0.06%
161MARRIOTT INTL INC NEW571903202264,360$82.0M0.06%
162WILLSCOT HLDGS CORPWSC4,267,400$80.4M0.06%
163DUPONT DE NEMOURS INCDD1,997,419$80.3M0.06%
164CORTEVA INCCTVA1,190,180$79.8M0.06%
165CSX CORPCSX2,192,000$79.5M0.06%
166QNITY ELECTRONICS INCQ972,974$79.4M0.06%
167XPO INCXPO569,634$77.4M0.06%
168MORGAN STANLEYMS-PQ432,388$76.8M0.06%
169BJS WHSL CLUB HLDGS INC05550J101843,379$75.9M0.06%
170EVERCORE INCEVR220,050$74.9M0.06%
171CARVANA COCVNA177,025$74.7M0.06%
172CAVA GROUP INCCAVA1,260,250$74.0M0.06%
173NEUROCRINE BIOSCIENCES INCNBIX507,740$72.0M0.05%
174ALKERMES PLCALKS2,564,300$71.7M0.05%
175WELLTOWER INCWELL384,309$71.3M0.05%
176RYANAIR HOLDINGS PLCRYAOF986,972$71.2M0.05%
177SALESFORCE INCCRM268,450$71.1M0.05%
178WAVE LIFE SCIENCES LTDWVE4,095,282$69.6M0.05%
179RTX CORPORATIONRTX376,262$69.0M0.05%
180OSI SYSTEMS INCOSIS267,710$68.3M0.05%
181PINTEREST INCPINS2,478,700$64.2M0.05%
182UNITEDHEALTH GROUP INCUNH193,421$63.9M0.05%
183TECHNIPFMC PLCFTI1,388,370$61.9M0.05%
184COTERRA ENERGY INCCTRA2,289,750$60.3M0.05%
185NVENT ELECTRIC PLCNVT573,850$58.5M0.04%
186FIDELITY NATL INFORMATION SV31620M106846,206$56.2M0.04%
187VIKING HOLDINGS LTDVIK784,273$56.0M0.04%
188AXCELIS TECHNOLOGIES INCACLS664,942$53.4M0.04%
189OLLIES BARGAIN OUTLET HLDGS681116109485,990$53.3M0.04%
190CHARLES RIV LABS INTL INC159864107266,890$53.2M0.04%
191IVANHOE ELECTRIC INCIE3,054,884$48.8M0.04%
192DELL TECHNOLOGIES INCDELL375,150$47.2M0.04%
193UBER TECHNOLOGIES INCUBER566,100$46.3M0.04%
194KNIGHT-SWIFT TRANSN HLDGS IN499049104879,677$46.0M0.03%
195PERIMETER SOLUTIONS INCPRM1,644,081$45.3M0.03%
196TRADEWEB MKTS INC892672106420,272$45.2M0.03%
197E L F BEAUTY INCELF583,085$44.3M0.03%
198BRIDGEBIO PHARMA INCBBIO569,680$43.6M0.03%
199GITLAB INCGTLB1,159,261$43.5M0.03%
200CROWDSTRIKE HLDGS INCCRWD91,180$42.7M0.03%
201PARSONS CORP DELPSN650,700$40.2M0.03%
202AURORA INNOVATION INCAUROW10,203,580$39.2M0.03%
203ARLO TECHNOLOGIES INCARLO2,778,740$38.9M0.03%
204ZOOMINFO TECHNOLOGIES INCGTM3,670,164$37.3M0.03%
205ULTA BEAUTY INCULTA61,420$37.2M0.03%
206EXPAND ENERGY CORPORATIONEXE330,947$36.5M0.03%
207NORWEGIAN CRUISE LINE HLDG LNCLH1,605,905$35.8M0.03%
208KEYCORP4932671081,699,430$35.1M0.03%
209THE TRADE DESK INC88339J105908,605$34.5M0.03%
210DEERE & CODE72,670$33.8M0.03%
211NEWELL BRANDS INCNWL8,708,943$32.4M0.02%
212EXXON MOBIL CORPXOM265,630$32.0M0.02%
213WEX INCWEX214,560$32.0M0.02%
214BRUKER CORPBRKRP655,100$30.9M0.02%
215KIRBY CORPKEX277,803$30.6M0.02%
216REPLIGEN CORPRGEN186,668$30.6M0.02%
217GRIFFON CORPGFF410,547$30.2M0.02%
218INSULET CORPPODD103,580$29.4M0.02%
219GFL ENVIRONMENTAL INCGFL667,800$28.7M0.02%
220GARTNER INCIT111,500$28.1M0.02%
221MOBILEYE GLOBAL INCMBLY2,644,680$27.6M0.02%
222VIPER ENERGY INCVNOM692,100$26.7M0.02%
223HUMANA INCHUM100,650$25.8M0.02%
224ARM HOLDINGS PLC042068205233,880$25.6M0.02%
225CASEYS GEN STORES INC14752810346,000$25.4M0.02%
226TYSON FOODS INCTSN415,000$24.3M0.02%
227DOCUSIGN INCDOCU352,410$24.1M0.02%
228TAKE-TWO INTERACTIVE SOFTWARTTWO93,929$24.0M0.02%
229TRONOX HOLDINGS PLCTROX5,478,402$22.8M0.02%
230FLYWIRE CORPORATIONFLYW1,572,500$22.3M0.02%
231DOORDASH INCDASH92,460$20.9M0.02%
232IMAX CORPIMAX559,502$20.7M0.02%
233FREEPORT-MCMORAN INCFCX353,670$18.0M0.01%
234SAIA INCSAIA54,420$17.8M0.01%
235BELLRING BRANDS INCBRBR660,400$17.7M0.01%
236ALTRIA GROUP INCMO294,700$17.0M0.01%
237WALMART INCWMT151,450$16.9M0.01%
238TRANSOCEAN LTDRIG3,984,970$16.5M0.01%
239BIRKENSTOCK HOLDING PLCBIRK386,800$15.8M0.01%
240SYNAPTICS INCSYNA211,700$15.7M0.01%
241SEPTERNA INCSEPN546,100$15.2M0.01%
242SHARKNINJA INCSN133,300$14.9M0.01%
243WATERS CORP94184810339,047$14.8M0.01%
244VSE CORPVSECU81,015$14.0M0.01%
245CYBERARK SOFTWARE LTDM2682V10830,500$13.6M0.01%
246SLB LIMITEDSLB329,280$12.6M0.01%
247PG&E CORPPCG-PX766,700$12.3M0.01%
248NEKTAR THERAPEUTICSNKTR280,150$11.8M0.01%
249NMI HLDGS INCNMIH279,910$11.4M0.01%
250ALLOGENE THERAPEUTICS INCALLO8,139,840$11.2M0.01%
251JETBLUE AWYS CORP4771431012,400,600$10.9M0.01%
252BLACKBERRY LTDBB2,874,476$10.9M0.01%
253COMERICA INC200340107125,160$10.9M0.01%
254UNITY SOFTWARE INCU244,994$10.8M0.01%
255FMC CORPFMC755,192$10.5M0.01%
256PULMONX CORPLUNG4,727,791$10.4M0.01%
257MCDONALDS CORPMCD33,930$10.4M0.01%
258COSTAR GROUP INCCSGP151,000$10.2M0.01%
259RINGCENTRAL INCRNG339,075$9.8M0.01%
260CREDO TECHNOLOGY GROUP HOLDICRDO67,500$9.7M0.01%
261NLIGHT INCLASR226,739$8.5M0.01%
262AMICUS THERAPEUTICS INCFOLD589,400$8.4M0.01%
263PENUMBRA INCPEN26,260$8.2M0.01%
264BOOT BARN HLDGS INCBOOT46,080$8.1M0.01%
265MURPHY USA INCMUSA19,926$8.0M0.01%
266GXO LOGISTICS INCORPORATEDGXO150,700$7.9M0.01%
267RXO INCRXO603,076$7.6M0.01%
268AXON ENTERPRISE INCAXON12,100$6.9M0.01%
269HANOVER INS GROUP INC41086710536,900$6.7M0.01%
270GALAXY DIGITAL INC.GLXY290,700$6.5M0.00%
271BATH & BODY WORKS INCBBWI317,190$6.4M0.00%
272LENZ THERAPEUTICS INCLENZ372,200$6.0M0.00%
273SOLSTICE ADVANCED MATLS INC83443Q103119,750$5.8M0.00%
274LPL FINL HLDGS INC50212V10016,000$5.7M0.00%
275TOAST INCTOST156,000$5.5M0.00%
276SAVERS VALUE VLG INC80517M109567,625$5.3M0.00%
277DICKS SPORTING GOODS INC25339310226,050$5.2M0.00%
278GIBRALTAR INDS INC37468910795,600$4.7M0.00%
279SANOFI SASNYNF97,168$4.7M0.00%
280RAMBUS INC DELRMBS47,500$4.4M0.00%
281VALERO ENERGY CORPVLO26,000$4.2M0.00%
282MAXLINEAR INCMXL242,610$4.2M0.00%
283RIVIAN AUTOMOTIVE INCRIVN212,360$4.2M0.00%
284INGEVITY CORPNGVT69,000$4.1M0.00%
285BRINKER INTL INC10964110028,200$4.0M0.00%
286MERCK & CO INCMRK38,000$4.0M0.00%
287TAPESTRY INCTPR29,300$3.7M0.00%
288EXACT SCIENCES CORP30063P10534,300$3.5M0.00%
289ARRAY TECHNOLOGIES INCARRY313,300$2.9M0.00%
290ALLEGIANT TRAVEL COALGT32,750$2.8M0.00%
291LUCKY STRIKE ENTERTAINMENT CLUCK324,800$2.8M0.00%
292TAYLOR MORRISON HOME CORPTMHC46,700$2.7M0.00%
293SAP SESAPGF11,000$2.7M0.00%
294GLOBUS MED INCGMED29,525$2.6M0.00%
295RESTAURANT BRANDS INTL INC76131D10337,600$2.6M0.00%
296MARQETA INCMQ533,600$2.5M0.00%
297VALVOLINE INCVVV87,030$2.5M0.00%
298COCA COLA COKO35,200$2.5M0.00%
299NEW FORTRESS ENERGY INCNFE2,061,100$2.3M0.00%
300FRONTIER GROUP HLDGS INCULCC494,900$2.3M0.00%
301ARISTA NETWORKS INCANET16,000$2.1M0.00%
302SUN CTRY AIRLS HLDGS INC866683105142,915$2.1M0.00%
303IBOTTA INCIBTA87,635$2.0M0.00%
304BOEING COBA-PA9,100$2.0M0.00%
305CERUS CORPCERS794,500$1.6M0.00%
306CBOE GLOBAL MKTS INC12503M1085,900$1.5M0.00%
307AMBARELLA INCAMBA19,500$1.4M0.00%
308COMCAST CORP NEWCCZ44,800$1.3M0.00%
309ZENTALIS PHARMACEUTICALS INCZNTL957,420$1.3M0.00%
310GREIF INCGEF-B15,000$1.1M0.00%
311HEALTH CATALYST INCHCAT340,418$813,5990.00%
312GROWGENERATION CORPGRWG377,300$565,9500.00%
313CONTROLADORA VUELA COMP DE A21240E10541,000$364,0800.00%
314ONESTREAM INCOS19,600$360,2480.00%
315MEDTRONIC PLCMDT2,440$234,3860.00%
316CIRCLE INTERNET GROUP INCCRCL2,600$206,1800.00%
317STANDARD BIOTOOLS INCLAB153,374$196,3190.00%
318SNAP INCSNAP18,550$149,6990.00%
319LESLIES INC52706420865,556$108,1670.00%