PRIMECAP Management's top holdings (July 2026) include Micron Technology Inc. (MU), a global developer of memory and storage solutions including DRAM and NAND technologies.

PRIMECAP Management is an independent investment management firm headquartered in Pasadena, California. Founded in 1983, the firm manages equity portfolios for a variety of institutional clients and mutual funds using a research-intensive approach.

Micron Technology Inc. (MU)

Micron Technology Inc. specializes in the production of semiconductor devices, focusing on memory and data storage components for computers and mobile devices. The company's products are widely utilized in data centers, automotive technology, and consumer electronics. Micron Technology Inc. has a market capitalization of $1.28T, with PRIMECAP Management's position currently valued at $25.25B. Analysts have set a price target of $1.29K for the stock, while its discounted cash flow analysis suggests a value of $385.05 per share.

Here's an overview of PRIMECAP Management's trades in Micron Technology Inc.:

Lilly(Eli) & Co (LLY)

Eli Lilly & Co is a global pharmaceutical company that discovers, develops, and markets medicines across various therapeutic areas. Their work primarily focuses on treatments for diabetes, oncology, immunology, and neuroscience. This holding in PRIMECAP Management's portfolio is currently worth $11.06B, and the company's market cap stands at $1.14T. Analysts have established a price target of $1.28K, while the discounted cash flow value is recorded at $694.96.

Here's an overview of PRIMECAP Management's trades in Lilly(Eli) & Co:

Intel Corp. (INTC)

Intel Corporation is a prominent manufacturer of semiconductor chips, providing essential processing power for personal computers and server networks. The company operates multiple fabrication facilities and designs integrated circuits used in various industrial and consumer applications. The current value of PRIMECAP Management's holding is $10.58B, and the company's market cap is currently $644.94B. A price target of $93.25 has been set by analysts, with a discounted cash flow value of -4.33.

Here's an overview of PRIMECAP Management's trades in Intel Corp.:

Sony Corporation. (SNE)

Sony Corporation is a multifaceted conglomerate with operations spanning electronic equipment, music, motion pictures, and video game consoles. The company maintains a global presence as a supplier of imaging sensors and consumer electronics. The position is currently valued at $6.2B within the PRIMECAP Management portfolio.

Here's an overview of PRIMECAP Management's trades in Sony Corporation.:

Alphabet Inc (GOOGL)

Alphabet Inc is a technology holding company that serves as the parent entity for Google and several other technology-focused subsidiaries. Its business model centers on digital advertising, cloud infrastructure services, and software development. Alphabet Inc has a market capitalization of $4.08T, while the current value of PRIMECAP Management's position is $5.36B. Analysts have a price target of $421.23 for the company, and its discounted cash flow is valued at $174.6.

Here's an overview of PRIMECAP Management's trades in Alphabet Inc: