PRIMECAP Management Buys Elanco Animal Health Inc, Pioneer Natural Resources Co, CVS Health Corp, Sells NVIDIA Corp, Ritchie Bros Auctioneers Inc, CSX Corp

Investment company PRIMECAP Management buys Elanco Animal Health Inc, Pioneer Natural Resources Co, CVS Health Corp, Zimmer Biomet Holdings Inc, Lyft Inc, TransDigm Group Inc, Raymond James Financial Inc, Palo Alto Networks Inc, Western Digital Corp, LivaNova PLC, Arlo Technologies Inc, Altair Engineering Inc, OneSpaWorld Holdings, Arista Networks Inc, TechnipFMC PLC, Equinix Inc, Prestige Consumer Healthcare Inc, At Home Group Inc, sells NVIDIA Corp, Ritchie Bros Auctioneers Inc, CSX Corp, Dell Technologies Inc, Safran SA, Johnson & Johnson, Greif Inc, Flex Pharma Inc, Axovant Gene Therapies, MINDBODY Inc, Roku Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, PRIMECAP Management. As of 2019Q1, PRIMECAP Management owns 293 stocks with a total value of $135.9 billion. These are the details of the buys and sells.

For the details of PRIMECAP Management's stock buys and sells, go to https://www.gurufocus.com/guru/primecap+management/current-portfolio/portfolio

These are the top 5 holdings of PRIMECAP Management
  1. Eli Lilly and Co (LLY) - 43,237,704 shares, 4.13% of the total portfolio. Shares reduced by 14.56%
  2. Adobe Inc (ADBE) - 19,328,193 shares, 3.79% of the total portfolio. Shares reduced by 2.63%
  3. Microsoft Corp (MSFT) - 37,858,167 shares, 3.29% of the total portfolio. Shares reduced by 2.05%
  4. Southwest Airlines Co (LUV) - 73,653,477 shares, 2.81% of the total portfolio. Shares reduced by 0.14%
  5. Amgen Inc (AMGN) - 19,032,868 shares, 2.66% of the total portfolio. Shares reduced by 4.1%
New Purchase: Lyft Inc (LYFT)

PRIMECAP Management initiated holding in Lyft Inc. The purchase prices were between $78.29 and $78.29, with an estimated average price of $78.29. The stock is now traded at around $60.82. The impact to a portfolio due to this purchase was 0.03%. The holding were 500,000 shares as of .

New Purchase: Palo Alto Networks Inc (PANW)

PRIMECAP Management initiated holding in Palo Alto Networks Inc. The purchase prices were between $179.7 and $254.88, with an estimated average price of $221.76. The stock is now traded at around $197.67. The impact to a portfolio due to this purchase was 0.02%. The holding were 127,900 shares as of .

New Purchase: OneSpaWorld Holdings Ltd (OSW)

PRIMECAP Management initiated holding in OneSpaWorld Holdings Ltd. The purchase prices were between $12.26 and $13.66, with an estimated average price of $12.97. The stock is now traded at around $12.68. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,200,000 shares as of .

New Purchase: At Home Group Inc (HOME)

PRIMECAP Management initiated holding in At Home Group Inc. The purchase prices were between $17.83 and $24.5, with an estimated average price of $22.12. The stock is now traded at around $9.02. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 97,100 shares as of .

Added: Elanco Animal Health Inc (ELAN)

PRIMECAP Management added to a holding in Elanco Animal Health Inc by 516.82%. The purchase prices were between $29 and $32.83, with an estimated average price of $30.78. The stock is now traded at around $32.34. The impact to a portfolio due to this purchase was 0.6%. The holding were 30,607,906 shares as of .

Added: Pioneer Natural Resources Co (PXD)

PRIMECAP Management added to a holding in Pioneer Natural Resources Co by 90.55%. The purchase prices were between $130.36 and $152.91, with an estimated average price of $141.12. The stock is now traded at around $142.55. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,367,296 shares as of .

Added: CVS Health Corp (CVS)

PRIMECAP Management added to a holding in CVS Health Corp by 31.73%. The purchase prices were between $52.36 and $69.88, with an estimated average price of $61.96. The stock is now traded at around $53.85. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,926,770 shares as of .

Added: Zimmer Biomet Holdings Inc (ZBH)

PRIMECAP Management added to a holding in Zimmer Biomet Holdings Inc by 29.37%. The purchase prices were between $100.43 and $129.56, with an estimated average price of $116.76. The stock is now traded at around $119.94. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,463,720 shares as of .

Added: Raymond James Financial Inc (RJF)

PRIMECAP Management added to a holding in Raymond James Financial Inc by 27.92%. The purchase prices were between $71.54 and $84.46, with an estimated average price of $80.28. The stock is now traded at around $84.03. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,039,950 shares as of .

Added: TransDigm Group Inc (TDG)

PRIMECAP Management added to a holding in TransDigm Group Inc by 45.75%. The purchase prices were between $325.55 and $453.99, with an estimated average price of $404.62. The stock is now traded at around $467.34. The impact to a portfolio due to this purchase was 0.03%. The holding were 340,244 shares as of .

Sold Out: Greif Inc (GEF)

PRIMECAP Management sold out a holding in Greif Inc. The sale prices were between $35.73 and $42.95, with an estimated average price of $39.91.

Sold Out: Flex Pharma Inc (FLKS)

PRIMECAP Management sold out a holding in Flex Pharma Inc. The sale prices were between $0.31 and $0.53, with an estimated average price of $0.35.

Sold Out: MINDBODY Inc (MB)

PRIMECAP Management sold out a holding in MINDBODY Inc. The sale prices were between $36.34 and $36.86, with an estimated average price of $36.54.



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