<PAGE>
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 09/30/2000
-----------------------
Check Here if Amendment / /; Amendment Number:
---------
This Amendment (Check only one.): / / is a restatement.
/ / adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: PRIMECAP Management Company
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Address: 225 South Lake Avenue, Ste. 400
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Pasadena, CA 91101
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Form 13F File Number: 28-01469
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The institutional investment manager filing this report and the person by
whom it is signed hereby represent that the person signing the report is
authorized to submit it, that all information contained herein is true,
correct and complete, and that it is understood that all required items,
statements, schedules, lists, and tables, are considered integral parts of
this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: /s/ Rachel Aguilera
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Title: Client Account Administrator
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Phone: 626/304-9222
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Signature, Place, and Date of Signing:
Rachel Aguilera Pasadena, CA 11/1/00
------------------------------- ----------------- -------------
[Signature] [City, State] [Date]
Report Type (Check only one.):
/X/ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report.)
<PAGE>
/ / 13F NOTICE. (Check here if no holdings reported are in this report,
and all holdings are reported by other reporting manager(s).)
/ / 13F COMBINATION REPORT. (Check here if a portion of the holdings for
this reporting manager are reported in this report and a portion are
reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
28-
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[Repeat as necessary.]
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<TABLE>
<CAPTION>
FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
--------------------------------- ---------------- --------- -------- ----------------- ---------- --------- -----------------------
VALUE SHRS OR SH/ PUT/ INVSTMNT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
--------------------------------- ---------------- --------- -------- -------- --- ---- ---------- --------- -------- -------- -----
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
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</TABLE>
[Repeat as necessary]
<PAGE>
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
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Form 13F Information Table Entry Total:
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Form 13F Information Table Value Total: $ 30591729
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(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings
and list entries.]
No. Form 13F File Number Name
28- "NONE"
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[Repeat as necessary.]
<PAGE>
PRIMECAP Management Company
FORM 13F
September 29, 2000
<TABLE>
<CAPTION>
Voting Authority
----------------
Title of Value Shares/ Sh/ Put/ Invstmt Other
Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None
------------------------------ -------- --------- -------- ------- --- ---- ------- -------- ---------- ------ --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
A D C TELECOMMUNICATION COM 000886101 538 20000 SH Sole 20000
ABERCROMBIE & FITCH CO CL A COM 002896207 26440 1387000 SH Sole 50000 1337000
ADOBE SYS INC COM 00724F101 1894213 12201050 SH Sole 1491050 10710000
ADVANCED FIBRE COMMNCT COM 00754A105 90404 2386910 SH Sole 506910 1880000
AGILENT TECHONOLOGIES INC COM 008466101 105243 2150556 SH Sole 399151 1751405
AIRBORNE FGHT CORP COM 009266107 34638 3400000 SH Sole 3400000
ALASKA AIRGROUP INC. COM 011659109 60960 2540000 SH Sole 2540000
ALBERTSONS INC. COM 013104104 35963 1712500 SH Sole 1712500
ALCOA INC COM 013817101 23272 919400 SH Sole 919400
ALEXANDER & BALDWIN COM 014482103 21388 822600 SH Sole 822600
ALZA CORP. COM 022615108 35898 415000 SH Sole 415000
AMERADA HESS CORP COM 023551104 26869 401400 SH Sole 401400
AMERICA WEST HOLDINGS CL B COM 023657208 42352 3475000 SH Sole 3475000
AMERICAN AXLE & MFG. COM 024061103 12501 1162900 SH Sole 1162900
AMGEN INC. COM 031162100 32610 467000 SH Sole 467000
AMPHENOL CORP COM 032095101 11388 200000 SH Sole 200000
AMR CORP COM 001765106 694147 21235850 SH Sole 3590050 17645800
ANADARKO PETROLEUM COM 032511107 548005 8245641 SH Sole 2245641 6000000
ARVINMERITOR COM 043353101 26364 1795000 SH Sole 645000 1150000
AT&T CORP LIBERTY MEDIA GRP A COM 001957208 43722 2429000 SH Sole 429000 2000000
ATLANTIC COAST AIR HLD COM 048396105 51500 1600000 SH Sole 1600000
AUTOZONE INC. COM 053332102 20013 882100 SH Sole 582100 300000
BANC ONE CORP COM 06423A103 174078 4506870 SH Sole 957570 3549300
BERKLEY W R CORP COM 084423102 32579 942600 SH Sole 622600 320000
BERKSHIRE HATHAWAY INC CLB COM 084670207 4726 2283 SH Sole 2283
BEST BUY CO INC COM 086516101 45428 714000 SH Sole 13000 701000
BIOCHEM PHARMA INC COM 09058T108 97477 4443400 SH Sole 1838900 2604500
BIOGEN INC COM 090597105 26871 440500 SH Sole 135500 305000
BIOMET INC. COM 090613100 394025 11257850 SH Sole 915350 10342500
BLOCK DRUG INC CL A COM 093644102 12353 286443 SH Sole 286443
BOISE CASCADE CORP COM 097383103 16554 623195 SH Sole 623195
</TABLE>
<PAGE>
<TABLE>
<S> <C> <C> <C> <C> <C> <C> <C> <C>
BOSTON SCIENTIFIC CORP COM 101137107 54762 3331500 SH Sole 384500 2947000
BURLINGTON RES INC COM 122014103 46829 1272100 SH Sole 797000 475100
CABLEVISION SYSTEMS COM 12686C109 37175 560600 SH Sole 310600 250000
CARNIVAL CORP COM 143658102 30276 1229500 SH Sole 29500 1200000
CATERPILLAR INC DEL COM 149123101 257864 7640410 SH Sole 1870410 5770000
CENTRINITY INC. COM 15640B10P 18806 1209302 SH Sole 1209302
CHICAGO BRIDGE & IRON COM N19808109 4705 330200 SH Sole 270200 60000
CHIRON CORP COM 170040109 117986 2621900 SH Sole 642900 1979000
CHUBB CORP. COM 171232101 96501 1219600 SH Sole 419600 800000
CIRC CITY STORES COM 172737108 6716 292000 SH Sole 14000 278000
CIT GROUP INC CL A COM 125577106 99342 5676700 SH Sole 1090000 4586700
CITRIX SYSTEMS INC. COM 177376100 258612 12890300 SH Sole 1750300 11140000
CLEARNET COMMUNS. INC COM 184902104 79421 1792290 SH Sole 275790 1516500
CNF TRANSN INC COM 12612W104 28493 1280600 SH Sole 1280600
COHERENT INC COM 192479103 164560 2420000 SH Sole 2420000
COMPAQ COMPUTER CORP COM 204493100 447867 16238836 SH Sole 1238836 15000000
CONCURRENT COMPUTER CORP COM 206710204 84835 4465000 SH Sole 4465000
COSTCO WHOLESALE CORP. COM 22160K105 86725 2482280 SH Sole 482280 2000000
CUMMINS ENGINE INC COM 231021106 10801 360800 SH Sole 360800
CUNO INC COM 126583103 22250 1000000 SH Sole 1000000
DEERE & CO COM 244199105 81413 2448500 SH Sole 2448500
DELPHI AUTOMOTIVE SYS COM 247126105 17129 1132478 SH Sole 1132478
DELTA AIR LINES DEL COM 247361108 796088 17940000 SH Sole 3354200 14585800
DESCARTES SYS GRP INC COM 249906108 160628 3245000 SH Sole 3245000
DILLARDS INC CL A COM 254067101 13191 1241500 SH Sole 1241500
DIONEX CORP COM 254546104 28178 1020000 SH Sole 1020000
DISNEY WALT CO. COM 254687106 77892 2036400 SH Sole 236400 1800000
DONALDSON INC COM 257651109 23760 1080000 SH Sole 1080000
DOW CHEMICAL COMPANY COM 260543103 14259 571800 SH Sole 571800
DRESS BARN INC COM 261570105 24486 1166000 SH Sole 6000 1160000
EASTMAN KODAK COM 277461109 294566 7206500 SH Sole 786500 6420000
EDWARDS LIFE COM 28176E108 7853 360000 SH Sole 360000
ENGELHARD CORP COM 292845104 135634 8346700 SH Sole 1946700 6400000
ENRON CORP COM 293561882 3856 44000 SH Sole 4000 40000
ERICSSON L M TEL CO ADR CLB COM 294821400 689815 46569792 SH Sole 9080904 37488888
ESCO ELECTRONICS CORP. COM 269030102 3500 200000 SH Sole 200000
EVANS & SUTHERLAND COMP. COM 299096107 4568 840000 SH Sole 840000
F M C CORP COM NEW COM 302491303 27831 415000 SH Sole 415000
FEDEX CORP COM 31428X106 1012664 22838600 SH Sole 4612600 18226000
FLEETWOOD ENTERPRISES COM 339099103 33813 2493100 SH Sole 1255000 1238100
FORD MTR CO DEL COM 345370860 28389 1121540 SH Sole 1121540
</TABLE>
<PAGE>
<TABLE>
<S> <C> <C> <C> <C> <C> <C> <C> <C>
FOX ENTERTAINMENT GRP COM 35138T107 45050 1700000 SH Sole 1700000
GAP INC DEL COM 364760108 2189 108750 SH Sole 108750
GC COS INC COM 36155Q109 600 200000 SH Sole 200000
GENENTECH INC. COM 368710406 9437 50824 SH Sole 10348 40476
GENERAL DYNAMICS CORP. COM 369550108 628 10000 SH Sole 10000
GENERAL MOTORS HUGHES COM 370442832 1348506 36269652 SH Sole 5997559 30272093
GENERAL MTRS CORP COM 370442105 275684 4241289 SH Sole 1608925 2632364
GLOBAL CROSSING COM G3921A100 63655 2053402 SH Sole 403402 1650000
GRANITE CONSTR INC COM 387328107 50925 2100000 SH Sole 2100000
GUIDANT CORP COM 401698105 684864 9688612 SH Sole 148348 9540264
HARCOURT GEN INC COM 41163G101 363930 6168300 SH Sole 996100 5172200
HARMONIC LIGHTWAVES COM 413160102 2400 100000 SH Sole 100000
HCC INSURANCE HOLDINGS COM 404132102 28438 1400000 SH Sole 1400000
HEWLETT PACKARD CO COM 428236103 575184 5929730 SH Sole 729730 5200000
HORACE MANN EDUCATORS CORP NEW COM 440327104 16973 1036500 SH Sole 736500 300000
HOUGHTON MIFFLIN CO COM 441560109 13494 343800 SH Sole 243800 100000
ICOS CORP COM 449295104 86546 1599000 SH Sole 1599000
INPUT/OUTPUT INC COM 457652105 50820 5279950 SH Sole 2456950 2823000
INTEL CORP COM 458140100 652901 15708900 SH Sole 4208900 11500000
INTL PAPER CO COM 460146103 11441 398800 SH Sole 398800
IONICS INC. COM 462218108 14599 685000 SH Sole 685000
JEFFERSON PILOT CORP. COM 475070108 66165 974800 SH Sole 174800 800000
JOHNSON & JOHNSON COM 478160104 187875 2000000 SH Sole 2000000
KENNAMETAL INC COM 489170100 43407 1685700 SH Sole 425700 1260000
KFORCE.COM INC. COM 493732101 228 65000 SH Sole 65000
LANDEC CORP COM 514766104 5646 1015000 SH Sole 1015000
LATTICE SEMICONDUCTOR COM 518415104 47572 885060 SH Sole 555060 330000
LEUCADIA NATL CORP COM 527288104 10312 385500 SH Sole 385500
LEXMARK INTERNATIONAL INC. COM 529771107 164719 4392500 SH Sole 592500 3800000
LIBERTY CORP S C COM 530370105 18092 522500 SH Sole 522500
LILLY ELI & CO COM 532457108 31842 392500 SH Sole 7500 385000
LINCOLN NATIONAL CORP. COM 534187109 58015 1205500 SH Sole 205500 1000000
LINDSAY MFG CO COM 535555106 2945 158100 SH Sole 158100
LINENS'N THINGS INC. COM 535679104 85201 3341200 SH Sole 1335700 2005500
LOWES COS INC COM 548661107 133472 2974300 SH Sole 331400 2642900
LSI LOGIC CORP COM 502161102 57950 1981200 SH Sole 581200 1400000
LUCENT TECHNOLOGIES INC. COM 549463107 87148 2851462 SH Sole 35112 2816350
MACDERMID INC COM 554273102 35721 1701000 SH Sole 1701000
MANPOWER INC COM 56418H100 106579 3337100 SH Sole 1382700 1954400
MATTEL INC COM 577081102 17982 1607300 SH Sole 357300 1250000
MAXIM INTEGRATED PRODS COM 57772K101 16088 200000 SH Sole 200000
</TABLE>
<PAGE>
<TABLE>
<S> <C> <C> <C> <C> <C> <C> <C> <C>
MBIA, INC. COM 55262C100 116069 1631900 SH Sole 231900 1400000
MCCLATCHY CO CL A COM 579489105 40219 1143000 SH Sole 143000 1000000
MEDTRONIC INC COM 585055106 214385 4137700 SH Sole 672700 3465000
MENTOR CORP MINN COM 587188103 1219 77400 SH Sole 12200 65200
METAWAVE COMMUNICATIONS CORP. COM 591409107 18953 1035000 SH Sole 1035000
METRO-GOLDWYN MAYER COM 591610100 18228 759500 SH Sole 259500 500000
MICRON TECHNOLOGY INC COM 595112103 1098689 23884540 SH Sole 1942540 21942000
MICROSOFT CORP. COM 594918104 436463 7236700 SH Sole 736700 6500000
MIDWEST EXPRESS HOLDINGS COM 597911106 33782 1678600 SH Sole 605600 1073000
MILLIPORE CORP COM 601073109 287237 5930060 SH Sole 1105060 4825000
MINERALS TECHNOLOGIES INC. COM 603158106 46000 1000000 SH Sole 1000000
MISSISSIPPI CHEM COM NEW COM 605288208 2383 595800 SH Sole 595800
MOLEX INC COM 608554101 13290 244140 SH Sole 244140
MOLEX INC CL A COM 608554200 10117 244140 SH Sole 244140
MOTOROLA, INC. COM 620076109 675642 23916530 SH Sole 2820980 21095550
NEIMAN MARCUS B COM 640204301 42007 1467493 SH Sole 252592 1214901
NEIMAN MARCUS GRP CLASS A COM 640204202 107005 3298800 SH Sole 605200 2693600
NEWS CORP LTD ADR COM 652487802 166828 3559000 SH Sole 1309000 2250000
NIKE INC CL B COM 654106103 19470 486000 SH Sole 20000 466000
NOBLE AFFILIATES INC COM 654894104 155108 4178000 SH Sole 578000 3600000
NOKIA CORP SPONSORED ADR COM 654902204 60131 1510360 SH Sole 278360 1232000
NORTEL NETWORK CORP. (HOLDING) COM 656568102 598429 10047080 SH Sole 797880 9249200
NOVARTIS AG COM 66987v109 360958 9330100 SH Sole 1441100 7889000
NOVOSTE CORP COM 67010C100 5950 140000 SH Sole 140000
OM GROUP INC COM 670872100 45213 1036400 SH Sole 1036400
OPTIMAL ROBOTICS COM 68388R208 23345 580000 SH Sole 580000
ORBITAL SCIENCES CORP. COM 685564106 1076 128500 SH Sole 128500
OSTEOTECH INC. COM 688582105 3156 330000 SH Sole 20000 310000
PALL CORP COM 696429307 14953 750000 SH Sole 750000
PE CORP.-CELERA GENOMICS COM 69332S201 130509 1310000 SH Sole 1310000
PE CORP.-PE BIOSYSTEMS COM 69332S102 582174 4997200 SH Sole 607200 4390000
PHARMACIA CORP COM 71713U102 2035727 33823083 SH Sole 4666802 29156281
PINNACLE WEST CAP CORP COM 723484101 12080 237450 SH Sole 237450
PITNEY BOWES INC COM 724479100 118490 3004500 SH Sole 604500 2400000
PLANTRONICS INC NEW COM 727493108 199967 5262300 SH Sole 5262300
POGO PRODUCING CO COM 730448107 114053 4494700 SH Sole 694700 3800000
POLO RALPH LAUREN CORP COM 731572103 22575 1400000 SH Sole 1400000
POTASH CORP SASK INC COM 73755L107 159993 3058400 SH Sole 658400 2400000
POWERWAVE TECHN COM 739363109 32653 860000 SH Sole 10000 850000
PROTEIN DESIGN LABS COM 74369L103 24100 200000 SH Sole 200000
QUESTAR CORP COM 748356102 11083 398500 SH Sole 398500
</TABLE>
<PAGE>
<TABLE>
<S> <C> <C> <C> <C> <C> <C> <C> <C>
RADIOSHACK COM 750438103 193875 3000000 SH Sole 3000000
RAMBUS INC DEL COM COM 750917106 221025 2800000 SH Sole 2800000
RAYTHEON COMPANY A COM 755111309 39238 1433350 SH Sole 1433350
RAYTHEON COMPANY B COM 755111408 38379 1349600 SH Sole 1349600
RESEARCH IN MOTION COM 760975102 93634 950000 SH Sole 950000
REX STORES CORP COM COM 761624105 9813 500000 SH Sole 500000
ROBERT HALF INTL COM 770323103 504724 14550600 SH Sole 2550600 12000000
ROYAL CARIBBEAN COM V7780T103 3089 120000 SH Sole 120000
RYDER SYS INC COM 783549108 10605 575200 SH Sole 575200
SABRE HOLDINGS CORP COM 785905100 561850 19415967 SH Sole 3044526 16371441
SELECTICA INC. COM 816288104 997 25000 SH Sole 25000
SIGMA ALDRICH CORP COM 826552101 142263 4311000 SH Sole 11000 4300000
SILICON IMAGE COM 82705T102 4963 200000 SH Sole 200000
SKYLINE CORP COM 830830105 2905 136300 SH Sole 136300
SONY CORP ADR NEW COM 835699307 643255 6372800 SH Sole 525400 5847400
SOUTHWEST AIRLS CO COM 844741108 350962 14472662 SH Sole 1414412 13058250
SPRINT FON GROUP COM 852061100 174368 5948600 SH Sole 648600 5300000
ST PAUL COS INC COM 792860108 77263 1566800 SH Sole 466800 1100000
STRATTEC SEC CORP COM 863111100 13383 402500 SH Sole 182500 220000
SYMBOL TECHNOLOGIES COM 871508107 123902 3447700 SH Sole 3447700
TARGET CORPORATION COM 87612E106 98436 3841400 SH Sole 29200 3812200
TEKTRONIX INC COM 879131100 444949 5792660 SH Sole 1067660 4725000
TELLABS INC COM 879664100 95500 2000000 SH Sole 2000000
TEMPLE INLAND INC COM 879868107 71239 1880900 SH Sole 580900 1300000
TETRA TECH COM 88162G103 36560 1280000 SH Sole 1280000
TEXAS INSTRS INC COM 882508104 1195118 25327000 SH Sole 4661000 20666000
THOMAS & BETTS COM 884315102 84572 4850000 SH Sole 4850000
TIFFANY & CO. COM 886547108 18572 481600 SH Sole 48800 432800
TJX COS INC NEW COM 872540109 149393 6639700 SH Sole 48600 6591100
TOM HILFIGER COMPANY COM G8915Z102 95820 9955300 SH Sole 3955300 6000000
TORCHMARK CORP COM 891027104 107267 3856800 SH Sole 1256800 2600000
TOSCO CORP COM 891490302 30798 987500 SH Sole 987500
TRANSATLANTIC HLDGS COM 893521104 52031 562500 SH Sole 562500
UAL CORP COM PAR $0.01 COM 902549500 161642 3848620 SH Sole 118620 3730000
UMB FINANCIAL CORP COM 902788108 2459 66000 SH Sole 66000
UNION PACIFIC CORP. COM 907818108 319191 8210700 SH Sole 1330700 6880000
UNITED PARCEL SERVICE INC. COM 911312106 22178 393395 SH Sole 78125 315270
UNUMPROVIDENT COMPANIES COM 915294106 51652 1895500 SH Sole 395500 1500000
VARCO INTL INC COM 922122106 57168 2746810 SH Sole 1606810 1140000
VULCAN MATERIALS CO. COM 929160109 19033 473600 SH Sole 473600
WASHINGTON MUTUAL, INC. COM 939322103 60013 1507400 SH Sole 747400 760000
</TABLE>
<PAGE>
<TABLE>
<S> <C> <C> <C> <C> <C> <C> <C> <C>
WASHINGTON POST CO. COM 939640108 61154 115850 SH Sole 40850 75000
WELLS FARGO & CO. COM 949746101 149279 3249600 SH Sole 249600 3000000
WESTVACO CORP COM 961548104 24857 931400 SH Sole 931400
WILLAMETTE INDS INC COM 969133107 9806 350200 SH Sole 350200
WILSON GREATBATCH TECHNOLOGIES COM 972232102 2859 125000 SH Sole 6500 118500
WORLDCOM INC. COM 98157D106 214839 7072900 SH Sole 1118900 5954000
XILINX INC COM 983919101 102750 1200000 SH Sole 1200000
YOUNG & RUBICAM, INC. COM 987425105 19800 400000 SH Sole 400000
ZENITH NATL INS CORP COM 989390109 10828 495000 SH Sole 345000 150000
REPORT SUMMARY 204 DATA RECORDS 30591729 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
</TABLE>
