PRIMECAP Management's position in Alphabet is currently worth $1.88 Billion. That's 1.45% of their equity portfolio (17th largest holding). The first Alphabet trade was made in Q3 2015. Since then PRIMECAP Management bought shares two more times and sold shares on 36 occasions. The stake costed the investor $443 Million, netting the investor a gain of 325% so far.
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