PRIMECAP Management Portfolio

PRIMECAP Management Co Holdings

PRIMECAP Management has strategically positioned its portfolio to capitalize on a variety of sectors, showcasing a preference for innovation and growth. Key stock investments include:
1. **Lilly(Eli) & Co**: A pharmaceutical giant with a strong pipeline of drugs in various development stages. Eli Lilly's commitment to research in diabetes and oncology positions it for potential long-term growth, reflecting PRIMECAP's investment in health sector resilience.
2. **Microsoft Corporation**: An industry leader in software and cloud services, Microsoft embodies the type of blue-chip technology stocks that offer stability and steady expansion. This aligns with PRIMECAP's approach to blend growth prospects with proven market dominators in their investment philosophy.
3. **Micron Technology Inc.**: As a principal player in the semiconductor space, Micron Technologies addresses the burgeoning demand for memory and storage solutions across tech industries. Its inclusion denotes PRIMECAP's confidence in tech sector advancement and cyclical growth opportunities.
4. **AMGEN Inc.**: Another biotechnology heavyweight, AMGEN offers an array of leading therapies and innovative treatments. The company's robust R&D pipeline secures it as a compelling pick within PRIMECAP's healthcare investment strategy, indicating a sustained interest in companies poised for long-term value creation.
5. **KLA Corp.**: Specializing in process control and yield management solutions for the semiconductor industry, KLA stands at the forefront of chip manufacturing evolution. Inclusion of such stock underscores PRIMECAP's proficiency in identifying key players underpinning technological growth drivers.
PRIMECAP Management crafts its investment profile by carefully selecting stocks with promising futures like these top five performers. Their presence reflects the investor's adeptness at recognizing businesses set for enduring success, catering to investors keen on diversification and forward-thinking portfolios.

$131 Billion Total portoflio value
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