For informational purposes only. Data on this page is aggregated from public sources (SEC EDGAR, FINRA, and similar databases) and does not constitute financial advice, a recommendation to buy or sell any security, or professional investment guidance. Guerilla Finance LLC is not a registered investment advisor. Always conduct your own research and consult a licensed financial professional before making investment decisions. Full disclaimer →
Whales/PRIMECAP

PRIMECAP

asset managergrowth
Portfolio Value
$127.0B
Positions
320
Quarter
2026-03-31
New Positions
0
Exits
0
Portfolio Value History — 8 Quarters
TickerValueShares% of Portfolio
$8.5B9.2M6.7%
$7.4B21.9M5.8%
$4.3B15.0M3.4%
ASTRAZENEC
$3.6B18.2M2.8%
$3.6B2.4M2.8%
$3.3B75.8M2.6%
$3.1B8.9M2.5%
$3.0B17.2M2.4%
$3.0B8.3M2.3%
$2.7B14.8M2.1%
$2.7B7.3M2.1%
$2.5B12.1M2.0%
$2.3B18.7M1.8%
$2.3B6.1M1.8%
$2.2B23.4M1.7%
$2.0B32.5M1.6%
$2.0B9.2M1.6%
$1.9B9.7M1.5%
$1.8B47.1M1.4%
FLEXTRONIC
$1.7B25.4M1.3%
$1.6B5.7M1.3%
$1.5B9.6M1.2%
$1.5B11.6M1.2%
$1.5B25.0M1.2%
$1.5B5.0M1.2%
$1.5B15.8M1.1%
$1.4B25.2M1.1%
$1.4B9.3M1.1%
$1.2B11.1M1.0%
$1.2B4.1M1.0%
$1.2B58.5M1.0%
$1.2B17.5M0.9%
$1.2B7.6M0.9%
$1.1B4.7M0.9%
$1.1B45.8M0.9%
$1.0B3.4M0.8%
$997.7M3.1M0.8%
$974.5M2.0M0.8%
$927.4M9.1M0.7%
$914.0M6.5M0.7%
$871.6M3.3M0.7%
$834.7M5.7M0.7%
$815.0M6.8M0.6%
$801.8M14.2M0.6%
$733.4M8.6M0.6%
ROYAL CARI
$645.8M2.3M0.5%
$626.1M3.3M0.5%
$618.0M872.3K0.5%
$614.8M7.7M0.5%
$600.9M6.2M0.5%
$574.7M4.5M0.5%
$562.2M4.1M0.4%
$552.2M3.3M0.4%
$537.2M1.8M0.4%
$526.2M49.0M0.4%
$478.4M2.7M0.4%
$475.4M410.2K0.4%
$474.1M2.3M0.4%
ASML HLDG
$466.4M353.1K0.4%
$463.2M1.1M0.4%
$453.5M10.0M0.4%
$446.9M1.8M0.4%
$443.0M774.2K0.3%
LINDE PLC
$440.5M888.5K0.3%
$431.5M29.7M0.3%
$424.2M4.4M0.3%
$422.7M37.5M0.3%
$412.4M21.5M0.3%
$410.2M17.2M0.3%
$408.3M3.7M0.3%
$401.3M1.2M0.3%
$376.9M4.8M0.3%
$375.5M4.8M0.3%
$368.5M3.1M0.3%
$365.7M536.8K0.3%
$363.9M3.9M0.3%
$362.9M3.4M0.3%
$353.3M3.9M0.3%
$337.2M3.8M0.3%
$326.1M822.4K0.3%
AMENTUM HO
$315.2M12.1M0.2%
$308.6M289.0K0.2%
$300.7M2.5M0.2%
$297.2M3.4M0.2%
$296.6M1.0M0.2%
$295.2M1.6M0.2%
$294.6M3.0M0.2%
$290.9M582.2K0.2%
$274.1M3.4M0.2%
$271.1M2.4M0.2%
LIVANOVA P
$267.4M4.2M0.2%
$265.3M6.5M0.2%
$264.1M3.7M0.2%
$257.9M792.6K0.2%
$255.6M3.9M0.2%
$254.8M2.1M0.2%
$231.9M2.7M0.2%
$231.3M1.6M0.2%
$230.1M743.3K0.2%
$217.9M12.7M0.2%
$216.2M3.8M0.2%
$213.5M1.0M0.2%
$211.1M2.1M0.2%
$206.3M842.7K0.2%
$202.0M3.7M0.2%
$200.5M2.2M0.2%
$199.7M823.2K0.2%
$199.3M1.0M0.2%
FLUTTER EN
$182.1M1.8M0.1%
$181.4M4.4M0.1%
$181.2M4.4M0.1%
$176.5M823.2K0.1%
$173.5M1.8M0.1%
$173.1M526.7K0.1%
$172.0M2.4M0.1%
$170.9M1.9M0.1%
$170.1M438.1K0.1%
$166.8M590.8K0.1%
$165.8M1.0M0.1%
$163.2M550.6K0.1%
$161.3M2.1M0.1%
SPOTIFY TE
$161.3M332.6K0.1%
$158.4M795.9K0.1%
$158.0M7.3M0.1%
$156.1M577.2K0.1%
$152.1M1.3M0.1%
$144.4M603.1K0.1%
$142.9M864.4K0.1%
$138.8M5.4M0.1%
$134.7M1.7M0.1%
$134.7M2.8M0.1%
$133.5M389.0K0.1%
$130.0M153.6K0.1%
$126.8M433.4K0.1%
$124.7M10.3M0.1%
$124.5M717.5K0.1%
$119.5M3.3M0.1%
QNITY ELEC
$112.0M970.5K0.1%
$111.4M3.7M0.1%
$111.1M728.2K0.1%
$110.6M568.3K0.1%
$110.3M488.2K0.1%
$109.7M517.7K0.1%
$109.3M1.2M0.1%
$107.4M2.8M0.1%
$105.7M353.9K0.1%
IMMUNOME I
$104.7M4.8M0.1%
$102.0M1.3M0.1%
ALCON AG
$101.0M1.3M0.1%
$100.8M927.7K0.1%
$100.2M1.2M0.1%
$100.0M31.1M0.1%
$99.5M1.2M0.1%
TECHNIPFMC
$95.4M1.4M0.1%
GRAIL INC
$95.3M1.8M0.1%
$91.9M437.4K0.1%
$91.5M2.0M0.1%
$91.4M254.6K0.1%
$90.9M705.6K0.1%
SEAGATE TE
$90.2M230.3K0.1%
ALKERMES P
$89.8M2.5M0.1%
$84.8M259.2K0.1%
$84.3M1.2M0.1%
$83.3M1.6M0.1%
$82.7M840.7K0.1%
$80.5M2.3M0.1%
$78.3M762.2K0.1%
$76.0M384.3K0.1%
$76.0M867.0K0.1%
$74.3M4.3M0.1%
$72.5M376.0K0.1%
$71.2M432.4K0.1%
$69.3M379.6K0.1%
$69.2M173.9K0.1%
NVENT ELEC
$67.9M573.9K0.1%
$67.1M1.6M0.1%
$65.4M496.3K0.1%
$65.0M244.7K0.1%
$63.8M277.6K0.1%
$62.1M197.5K0.0%
$61.5M374.6K0.0%
$61.3M658.7K0.0%
CAPRI HOLD
$61.0M3.5M0.0%
VIKING HOL
$57.6M784.3K0.0%
$56.2M4.2M0.0%
$55.3M1.0M0.0%
VIPER ENER
$54.8M1.2M0.0%
TRONOX HOL
$53.5M5.5M0.0%
$52.8M913.0K0.0%
$50.5M186.5K0.0%
$50.1M869.7K0.0%
$49.4M143.0K0.0%
$48.4M259.4K0.0%
$47.5M516.6K0.0%
$46.0M266.9K0.0%
$45.4M2.5M0.0%
$42.5M701.7K0.0%
$42.4M249.7K0.0%
$42.3M569.2K0.0%
$40.9M72.7K0.0%
$40.4M9.8M0.0%
PERIMETER
$39.9M1.6M0.0%
$38.6M328.1K0.0%
IVANHOE EL
$38.3M3.2M0.0%
$37.0M514.3K0.0%
$36.3M330.9K0.0%
$35.4M233.9K0.0%
$35.1M263.8K0.0%
WAVE LIFE
$35.0M4.8M0.0%
$34.4M88.2K0.0%
$34.1M1.7M0.0%
$33.3M45.7K0.0%
$33.0M2.3M0.0%
$32.4M803.6K0.0%
$32.0M61.3K0.0%
$31.4M448.4K0.0%
$31.0M857.6K0.0%
$30.5M176.0K0.0%
$30.3M417.1K0.0%
NORWEGIAN
$29.9M1.6M0.0%
$28.0M1.2M0.0%
$27.9M667.8K0.0%
$27.7M235.1K0.0%
$26.6M415.0K0.0%
$25.8M7.5M0.0%
SEPTERNA I
$25.2M1.0M0.0%
PALVELLA T
$24.3M195.0K0.0%
$22.0M3.2M0.0%
BIRKENSTOC
$21.4M597.2K0.0%
$21.1M100.7K0.0%
$20.4M8.4M0.0%
$20.4M535.4K0.0%
NEKTAR THE
$20.1M279.1K0.0%
$19.3M3.2M0.0%
$19.2M291.5K0.0%
$19.1M325.5K0.0%
$19.1M54.4K0.0%
$18.6M117.4K0.0%
$18.6M93.9K0.0%
$18.3M147.4K0.0%
$17.9M116.8K0.0%
$17.5M100.7K0.0%
$17.2M1.5M0.0%
TRANSOCEAN
$17.1M2.6M0.0%
$16.9M329.3K0.0%
SHARKNINJA
$15.2M143.3K0.0%
$13.6M73.7K0.0%
$13.5M766.7K0.0%
$12.9M226.7K0.0%
$12.7M84.7K0.0%
$12.6M476.5K0.0%
$12.1M700.2K0.0%
$12.0M60.5K0.0%
$11.6M38.8K0.0%
$10.6M62.3K0.0%
$10.5M33.9K0.0%
$10.5M654.7K0.0%
$10.5M2.4M0.0%
$10.2M217.4K0.0%
$10.1M268.3K0.0%
$10.0M269.7K0.0%
$9.8M19.9K0.0%
$9.3M2.9M0.0%
$9.1M196.3K0.0%
$8.8M603.1K0.0%
$8.6M26.3K0.0%
$8.5M585.4K0.0%
$6.8M131.3K0.0%
$6.7M45.6K0.0%
$6.4M26.0K0.0%
$6.1M4.7M0.0%
CREDO TECH
$5.9M63.2K0.0%
$5.9M313.6K0.0%
$5.7M120.0K0.0%
GALAXY DIG
$5.4M290.7K0.0%
$5.3M67.0K0.0%
SAVERS VAL
$5.1M691.8K0.0%
$5.1M12.0K0.0%
$4.9M69.0K0.0%
$4.8M16.0K0.0%
$4.7M97.2K0.0%
LENZ THERA
$4.3M472.2K0.0%
$4.3M35.9K0.0%
$4.1M47.5K0.0%
$4.0M28.2K0.0%
$3.8M95.6K0.0%
$3.6M165.3K0.0%
$3.3M57.1K0.0%
$3.2M210.9K0.0%
$3.1M21.9K0.0%
$3.0M174.4K0.0%
$2.9M87.0K0.0%
$2.8M37.6K0.0%
LUCKY STRI
$2.7M324.8K0.0%
$2.7M35.2K0.0%
$2.7M32.8K0.0%
$2.5M29.3K0.0%
$2.3M313.3K0.0%
$2.2M957.4K0.0%
$2.2M13.0K0.0%
$2.0M16.0K0.0%
$1.7M494.9K0.0%
$1.7M9.0K0.0%
$1.4M789.3K0.0%
$1.4M5.1K0.0%
$1.3M15.0K0.0%
$1.3M44.8K0.0%
IBOTTA INC
$1.3M41.9K0.0%
AMBARELLA
$999K19.4K0.0%
$667K163.6K0.0%
ONESTREAM
$468K19.5K0.0%
$442K17.3K0.0%
$432K340.4K0.0%
$415K377.3K0.0%
$319K540.3K0.0%
$297K41.0K0.0%
SANDISK CO
$254K4000.0%
MEDTRONIC
$211K2.4K0.0%
$141K153.4K0.0%
$85K18.6K0.0%

Filing History

QuarterFiledPortfolio ValuePositionsSEC Filing
2026-03-312026-05-11$127.0B320View on EDGAR
2025-12-312026-02-11$132.1B319View on EDGAR
2025-09-302025-11-12$130.6B327View on EDGAR
2025-06-302025-08-11$126.2B333View on EDGAR
2025-03-312025-05-09$121.0B335View on EDGAR
2024-12-312025-02-10$129.1B329View on EDGAR
2024-09-302024-11-08$136.0B336View on EDGAR
2024-06-302024-08-09$138.1B332View on EDGAR