PRIMECAP Management's top holdings (May 2026) include Micron Technology Inc. (MU), a global leader in providing innovative memory and storage solutions.

PRIMECAP Management is an investment management firm that focuses on long-term growth opportunities across various sectors. The firm is known for its fundamental research-driven approach to identifying companies it believes are well-positioned for future expansion and value creation, operating as an institutional investment manager.

Micron Technology Inc. (MU)

Micron Technology is a prominent American producer of computer memory and computer data storage products, encompassing dynamic random-access memory (DRAM) and NAND flash memory. Its products are essential components in a wide range of applications, from personal computers and servers to mobile devices and automotive systems. The company commands a market capitalization of $560.17 billion, while PRIMECAP Management's position in the company is currently valued at $12.82 billion. Analysts have set a price target of $434.72 for Micron Technology, and its discounted cash flow analysis suggests a value of $400.33 per share.
Here's an overview of PRIMECAP Management's trades in Micron Technology Inc.:

Lilly(Eli) & Co (LLY)

Eli Lilly and Company is a global pharmaceutical corporation that develops, manufactures, and markets pharmaceutical products. The company's portfolio addresses a wide array of therapeutic areas, including diabetes, oncology, immunology, and neuroscience. With a market capitalization of $835.18 billion, the current value of PRIMECAP Management's holding in Eli Lilly is $8.66 billion. The company's discounted cash flow analysis indicates a value of $830.27 per share, and analysts have a price target of $1.27K for its stock.
Here's an overview of PRIMECAP Management's trades in Lilly(Eli) & Co:

Intel Corp. (INTC)

Intel Corporation designs and manufactures semiconductor products, including microprocessors, chipsets, and other integrated circuits that power computers, data centers, and various smart devices globally. It plays a significant role in the development of technologies that underpin the modern digital world. This holding in PRIMECAP Management's portfolio is currently worth $7.19 billion, and the company has a market capitalization of $414.43 billion. Analysts forecast a price target of $64.9 for Intel, and a discounted cash flow analysis suggests a value of $-3.16 per share.
Here's an overview of PRIMECAP Management's trades in Intel Corp.:

Astrazeneca plc - ADR (AZN)

AstraZeneca Plc is a multinational pharmaceutical and biotechnology company focused on the discovery, development, and commercialization of prescription medicines. Its primary areas of focus include oncology, cardiovascular, renal and metabolism, and respiratory, infection and autoimmune diseases. AstraZeneca's market capitalization stands at $294.4 billion, while the current value of PRIMECAP Management's position is $6.92 billion. The company's discounted cash flow analysis suggests a value of $418.28 per share.
Here's an overview of PRIMECAP Management's trades in Astrazeneca plc - ADR:

Sony Corporation. - ADR (SNE)

Sony Corporation is a diversified multinational conglomerate known for its electronics, gaming, entertainment, and financial services businesses. Its broad product and service portfolio ranges from PlayStation consoles and consumer electronics to motion pictures and music. PRIMECAP Management's position in Sony Corporation is currently valued at $6.18 billion.
Here's an overview of PRIMECAP Management's trades in Sony Corporation. - ADR: