T. Rowe Price Investment Management, Inc. — 13F Holdings & Portfolio

CIK 1897612 · latest 13F-HR filed 2026-05-15

T. Rowe Price Investment Management, Inc. manages $145.2M in 13F-reported U.S. long-equity assets across 643 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (3.58%), MSFT (3.25%), AAPL (2.74%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 74 new positions, exited 332, added to 252, and trimmed 240.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$145.2M

Long-equity book

Holdings

643

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+74 / −332 / ↑252 / ↓240

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • META PLATFORMS INC$2.0M +104.3%
  • WATERS CORP$1.3M +2618.0%
  • AMAZON COM INC$1.1M +26.8%
  • ALNYLAM PHARMACEUTICALS INC$1.0M +146.4%
  • JPMORGAN CHASE & CO$722.3K +955.4%
Show all 252

Top Trims

  • ABBOTT LABORATORIES-$2.0M -87.3%
  • ALPHABET INC-$1.8M -40.9%
  • NVIDIA CORPORATION-$1.6M -32.1%
  • GALLAGHER ARTHUR J & CO-$1.3M -86.0%
  • AMPHENOL CORP-$1.3M -94.0%
Show all 240

New Positions

  • ASCENDIS PHARMA A/S$1.4M
  • NETFLIX INC.$731.0K
  • PINNACLE FINL PARTNERS INC$426.6K
  • ARISTA NETWORKS INC$296.1K
  • CHEVRON CORPORATION$259.2K
Show all 74

Exited Positions

  • KKR & CO INC$1.1M
  • CCC INTELLIGENT SOLUTIONS HL$593.6K
  • HOLOGIC INC$441.9K
  • ROPER TECHNOLOGIES INC$406.4K
  • PINNACLE FINL PARTNERS INC$365.3K
Show all 332
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMAZON COM INC AMZN 023135106 $5.2M 3.58% 24,946,740 SH
2 MICROSOFT CORP MSFT 594918104 $4.7M 3.25% 12,744,856 SH
3 APPLE INC AAPL 037833100 $4.0M 2.74% 15,668,672 SH
4 META PLATFORMS INC META 30303M102 $3.9M 2.70% 6,865,372 SH
5 NVIDIA CORPORATION NVDA 67066G104 $3.4M 2.33% 19,437,830 SH
6 PTC INC PTC 69370C100 $2.7M 1.87% 19,108,911 SH
7 CENTERPOINT ENERGY INC CNP 15189T107 $2.6M 1.76% 59,294,002 SH
8 ALPHABET INC GOOGL 02079K305 $2.5M 1.75% 8,832,952 SH
9 NISOURCE INC NI 65473P105 $2.3M 1.60% 49,815,015 SH
10 CENCORA INC COR 03073E105 $2.0M 1.36% 6,294,296 SH
11 BROADCOM INC AVGO 11135F101 $2.0M 1.36% 6,359,838 SH
12 REVVITY INC RVTY 714046109 $1.9M 1.34% 22,198,422 SH
13 ALNYLAM PHARMACEUTICALS INC ALNY 02043Q107 $1.7M 1.18% 5,193,324 SH
14 YUM BRANDS INC YUM 988498101 $1.5M 1.06% 9,881,620 SH
15 ADVANCED MICRO DEVICES INC AMD 007903107 $1.5M 1.05% 7,486,729 SH
16 BECTON DICKINSON & CO BDX 075887109 $1.5M 1.05% 9,685,271 SH
17 LATTICE SEMICONDUCTOR CORP LSCC 518415104 $1.5M 1.04% 16,243,449 SH
18 INGERSOLL RAND INC IR 45687V106 $1.4M 0.98% 17,806,236 SH
19 ASCENDIS PHARMA A/S ASND K08588103 $1.4M 0.97% 6,162,042 SH
20 WATERS CORP WAT 941848103 $1.4M 0.96% 4,663,879 SH
21 HILTON WORLDWIDE HLDGS INC HLT 43300A203 $1.3M 0.90% 4,312,613 SH
22 AURORA INNOVATION INC AUR 051774107 $1.2M 0.83% 291,964,504 SH
23 STARBUCKS CORP SBUX 855244109 $1.2M 0.81% 13,060,594 SH
24 TECHNIPFMC PLC FTI G87110105 $1.2M 0.80% 16,734,474 SH
25 CYTOKINETICS INC CYTK 23282W605 $1.2M 0.80% 17,523,840 SH
26 MASTERCARD INCORPORATED MA 57636Q104 $1.0M 0.72% 2,085,279 SH
27 AGILENT TECHNOLOGIES INC A 00846U101 $1.0M 0.71% 8,992,649 SH
28 MACOM TECH SOLUTIONS HLDGS I MTSI 55405Y100 $996.2K 0.69% 4,486,082 SH
29 LIBERTY LIVE HOLDINGS INC LLYVK 530909308 $994.4K 0.68% 10,566,450 SH
30 KEURIG DR PEPPER INC KDP 49271V100 $982.1K 0.68% 37,299,032 SH
31 ELI LILLY & CO LLY 532457108 $944.2K 0.65% 1,026,556 SH
32 UNITEDHEALTH GROUP INC UNH 91324P102 $934.9K 0.64% 3,455,149 SH
33 METTLER TOLEDO INTERNATIONAL MTD 592688105 $923.3K 0.64% 732,053 SH
34 VIKING HOLDINGS LTD VIK G93A5A101 $922.2K 0.64% 12,550,151 SH
35 BURLINGTON STORES INC BURL 122017106 $910.5K 0.63% 2,798,187 SH
36 APOGEE THERAPEUTICS INC APGE 03770N101 $867.0K 0.60% 10,300,984 SH
37 KEYSIGHT TECHNOLOGIES INC KEYS 49338L103 $866.5K 0.60% 3,068,715 SH
38 PLANET FITNESS MASTER ISSUER PLNT 72703H101 $865.2K 0.60% 11,632,065 SH
39 ELANCO ANIMAL HEALTH INC ELAN 28414H103 $828.8K 0.57% 34,635,086 SH
40 AMEREN CORP AEE 023608102 $828.2K 0.57% 7,534,288 SH
41 MSCI INC MSCI 55354G100 $812.4K 0.56% 1,507,193 SH
42 JPMORGAN CHASE & CO JPM 46625H100 $798.0K 0.55% 2,712,640 SH
43 PPL CORP PPL 69351T106 $792.5K 0.55% 20,745,720 SH
44 MONOLITHIC PWR SYS INC MPWR 609839105 $789.0K 0.54% 721,622 SH
45 ESAB CORPORATION ESAB 29605J106 $788.5K 0.54% 8,157,140 SH
46 NEW YORK TIMES CO MTN BE NYT 650111107 $783.8K 0.54% 9,361,195 SH
47 VISA INC V 92826C839 $775.6K 0.53% 2,566,124 SH
48 DOORDASH INC DASH 25809K105 $764.4K 0.53% 5,090,922 SH
49 NETFLIX INC. NFLX 64110L106 $731.0K 0.50% 7,603,053 SH
50 DANAHER CORP DEL DHR 235851102 $717.6K 0.49% 3,784,809 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $145.2M 643 0001897612-26-000460
2025-12-31 2026-02-19 $158.4M 901 0001897612-26-000299
2025-12-31 2026-02-17 $94.4M 876 0001897612-26-000242