PRIMECAP MANAGEMENT CO/CA/ Q1 2017 Filing

Filed May 12, 2017

Portfolio Value

$110.2B

Holdings

282

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (282 positions)

#StockSharesValue% PortfolioType
101
JNJJOHNSON & JOHNSON
949,075$118.2M0.11%
102
JBLJABIL CIRCUIT
3,944,100$114.1M0.10%
103
WHRWHIRLPOOL CP
657,722$112.7M0.10%
104
EPIZYME
6,541,327$112.2M0.10%
105
DSGDESCARTES SYS GRP INC
4,876,490$111.7M0.10%
106
ABAXIS
2,282,300$110.7M0.10%
107
IEXIDEX CORP
1,178,440$110.2M0.10%
108
PNRPENTAIR PLC
1,734,500$108.9M0.10%
109
EXASEXACT SCIENCES CORP
4,491,300$106.1M0.10%
110
BBBYEURBED BATH & BEYOND INC.
2,634,856$104.0M0.09%
111
BMYBRISTOL-MYERS SQUIBB
1,772,900$96.4M0.09%
112
CWCURTISS WRIGHT
1,053,900$96.2M0.09%
113
CHGGCHEGG INC
11,240,528$94.9M0.09%
114
WDCWESTERN DIGITAL CORP
1,134,784$93.7M0.09%
115
OLEDUNIVERSAL DISPLAY CORP
1,066,900$91.9M0.08%
116
SNYSANOFI
2,024,807$91.6M0.08%
117
CMCSACOMCAST CORP CABLE
2,289,600$86.1M0.08%
118
VFCV F CORP
1,552,400$85.3M0.08%
119
NISIEMENS
615,000$83.9M0.08%
120
TERTERADYNE
2,638,600$82.1M0.07%
121
FMFFORMFACTOR INC
6,908,329$81.9M0.07%
122
TXTTEXTRON INC.
1,716,900$81.7M0.07%
123
SWN1EURSOUTHWESTERN ENERGY CO
9,774,475$79.9M0.07%
124
CRLCHARLES RIVER LAB
874,000$78.6M0.07%
125
NBL2EURNOBLE ENERGY INC.
2,262,700$77.7M0.07%
126
LOWLOWES COS INC
929,300$76.4M0.07%
127
CRMSALESFORCE.COM
894,560$73.8M0.07%
128
WATWATERS CORP
436,137$68.2M0.06%
129
ACLSAXCELIS TECHNOLOGIES
3,617,800$68.0M0.06%
130
FAROFARO TECHNOLOGIES INC.
1,857,500$66.4M0.06%
131
MGMMGM RESORTS INTL
2,408,600$66.0M0.06%
132
GILGILDAN ACTIVEWEAR
2,401,800$64.9M0.06%
133
IMAIMAX CORP.
1,904,530$64.8M0.06%
134
NUVAGBPNUVASIVE INC.
853,000$63.7M0.06%
135
CTRACABOT OIL & GAS CORP
2,427,400$58.0M0.05%
136
ROCKWELL COLLINS INC.
571,700$55.5M0.05%
137
ZBHZIMMER BIOMET HOLDINGS
443,800$54.2M0.05%
138
ABBVABBVIE INC.
826,345$53.8M0.05%
139
CHTRCHARTER COMMUNICATIONS
162,900$53.3M0.05%
140
EWEDWARDS LIFE
560,000$52.7M0.05%
141
LGF/BEURLIONS GATE ENT CL-B
2,157,500$52.6M0.05%
142
LGFEURLIONS GATE ENT CL-A
1,950,000$51.8M0.05%
143
GDGENERAL DYNAMICS CORP
275,500$51.6M0.05%
144
JCIJOHNSON CONTROLS INC.
1,208,700$50.9M0.05%
145
SERVICESOURCE
13,014,636$50.5M0.05%
146
PEPPEPSICO INC
450,000$50.3M0.05%
147
NWLNEWELL BRANDS INC
1,061,760$50.1M0.05%
148
TRONC INC
3,539,193$49.3M0.04%
149
SAVESPIRIT AIRLINES
914,724$48.5M0.04%
150
GSKGLAXOSMITHKLINE PLC (ADR)
1,093,985$46.1M0.04%
151
AXPAMERICAN EXPRESS CO.
574,600$45.5M0.04%
152
NOVADAQ TECHNOLOGIES
5,655,849$44.1M0.04%
153
AXOVANT SCIENCES
2,878,930$43.0M0.04%
154
NNBRNN INC
1,705,000$43.0M0.04%
155
ASCENA RETAIL GROUP
9,884,100$42.1M0.04%
156
TRVTRAVELERS COMPANIES INC.
347,100$41.8M0.04%
157
CBS CORPORATION
597,600$41.5M0.04%
158
MARMARRIOTT INTERNATIONAL
436,500$41.1M0.04%
159
NOVEURNATIONAL OILWELL VARCO
1,011,995$40.6M0.04%
160
HLTHILTON WORLDWIDE HOLDINGS
687,464$40.2M0.04%
161
DU PONT E.I. DE NEMOURS
475,700$38.2M0.03%
162
MOMENTA PHARMACEUTICALS
2,739,900$36.6M0.03%
163
MAMASTERCARD INC CL A
314,800$35.4M0.03%
164
HUBSHUBSPOT INC
574,850$34.8M0.03%
165
CERSCERUS CORP
7,800,000$34.7M0.03%
166
TSNTYSON FOODS
531,100$32.8M0.03%
167
NSCNORFOLK SOUTHERN
275,000$30.8M0.03%
168
SYKSTRYKER CORP.
228,400$30.1M0.03%
169
HANHAWAIIAN HOLDINGS INC.
641,300$29.8M0.03%
170
OSISOSI SYSTEMS
402,800$29.4M0.03%
171
T7DTRANSDIGM GROUP
132,500$29.2M0.03%
172
GUIDANCE SOFTWARE
4,779,594$28.2M0.03%
173
XEJACCURAY INC.
5,512,800$26.2M0.02%
174
DHX MEDIA CL A
6,274,640$26.1M0.02%
175
FLBFLUIDIGM CORP.
4,294,843$24.4M0.02%
176
BACBANKAMERICA CORP NEW
1,012,200$23.9M0.02%
177
DBDEURDIEBOLD NIXDORF
770,000$23.6M0.02%
178
CNACNA FINL CORP
495,300$21.9M0.02%
179
CIR2USDCIRCOR CORP
366,500$21.8M0.02%
180
CECELANESE CORP
211,900$19.0M0.02%
181
BARRACUDA NETWORKS INC
815,000$18.8M0.02%
182
HRIHERC HOLDINGS INC
379,440$18.6M0.02%
183
ONCOMED PHARMACEUTICALS
1,906,600$17.6M0.02%
184
AZOAUTOZONE INC.
23,775$17.2M0.02%
185
MCYMERCURY GENERAL CORP
281,600$17.2M0.02%
186
PEGPUBLIC SVC ENTERPRISE GRP
372,379$16.5M0.01%
187
MINDBODY INC
598,877$16.4M0.01%
188
EP3ORASURE TECHNOLOGIES
1,261,500$16.3M0.01%
189
IMGNEURIMMUNOGEN
3,966,000$15.3M0.01%
190
CUCAAVIS BUDGET GROUP
510,100$15.1M0.01%
191
PFENEX INC
2,368,100$13.8M0.01%
192
RUBIEURTHE RUBICON PROJECT
2,282,800$13.4M0.01%
193
I9DNARBUTUS BIOPHARMA CORP
3,940,400$12.8M0.01%
194
BLUE BUFFALO
548,200$12.6M0.01%
195
DMRCDIGIMARC
460,000$12.4M0.01%
196
CIENCIENA CORP
512,641$12.1M0.01%
197
MXLMAXLINEAR INC
428,700$12.0M0.01%
198
NCI BUILDING SYSTEMS
680,000$11.7M0.01%
199
DYAX (NON-TRADABLE) CONT VAL R
10,482,860$11.6M0.01%
200
POT1EURPOTASH CORP SASK INC
640,000$10.9M0.01%
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