FRONTIER CAPITAL MANAGEMENT CO LLC Q1 2019 Filing

Filed May 7, 2019

Portfolio Value

$14.1B

Holdings

296

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (296 positions)

#	Stock	Shares	Value	% Portfolio
1	GPNGlobal Payments Inc.	1,881,916	$256.9M	1.83%
2	SSNCSS&C Technologies Holdings Inc.	3,636,198	$231.6M	1.65%
3	ATDAllegheny Technologies Incorporated	8,998,522	$230.1M	1.64%
4	COOCooper Companies Inc.	646,561	$191.5M	1.36%
5	WEXWEX Inc.	976,075	$187.4M	1.33%
6	PODDInsulet Corporation	1,958,736	$186.3M	1.32%
7	BALLBall Corporation	3,014,344	$174.4M	1.24%
8	—Eldorado Resorts Inc	3,717,064	$172.9M	1.23%
9	FMCFMC Corporation	2,248,087	$172.7M	1.23%
10	DGDollar General Corporation	1,445,342	$172.4M	1.23%
11	LPLALPL Financial Holdings Inc.	2,458,484	$171.2M	1.22%
12	WCNWaste Connections Inc.	1,845,448	$163.5M	1.16%
13	—2U Inc.	2,279,721	$161.5M	1.15%
14	EWEdwards Lifesciences Corporation	716,208	$137.0M	0.97%
15	K6BKBR Inc.	7,160,799	$136.7M	0.97%
16	STESTERIS Plc	1,055,850	$135.2M	0.96%
17	CITCintas Corporation	641,273	$129.6M	0.92%
18	NOWServiceNow Inc.	519,113	$128.0M	0.91%
19	ORLYO'Reilly Automotive Inc.	329,289	$127.9M	0.91%
20	SMTCSemtech Corporation	2,509,519	$127.8M	0.91%
21	MRVLMarvell Technology Group Ltd.	6,110,933	$121.5M	0.86%
22	WDAYWorkday Inc. Class A	613,856	$118.4M	0.84%
23	BECNUSDBeacon Roofing Supply Inc.	3,679,368	$118.3M	0.84%
24	MPWRMonolithic Power Systems Inc.	845,142	$114.5M	0.81%
25	—Career Education Corporation	6,888,406	$113.8M	0.81%
26	FBPFirst Bancorp	9,892,838	$113.4M	0.81%
27	MYGNMyriad Genetics Inc.	3,363,970	$111.7M	0.79%
28	CDPCorporate Office Properties Trust	4,035,889	$110.2M	0.78%
29	XLNXEURXilinx Inc.	867,738	$110.0M	0.78%
30	ULTAUlta Beauty Inc	314,680	$109.7M	0.78%
31	YUMYum! Brands Inc.	1,087,532	$108.5M	0.77%
32	SHWSherwin-Williams Company	246,994	$106.4M	0.76%
33	—QIAGEN NV	2,575,203	$104.8M	0.74%
34	BPOPPopular Inc.	1,972,780	$102.8M	0.73%
35	RJFRaymond James Financial Inc.	1,276,928	$102.7M	0.73%
36	WBSWebster Financial Corporation	2,019,516	$102.3M	0.73%
37	NTNXNutanix Inc. Class A	2,633,279	$99.4M	0.71%
38	PRAHPRA Health Sciences Inc.	896,923	$98.9M	0.70%
39	—Argo Group International Holdings Ltd.	1,397,552	$98.8M	0.70%
40	BMRNBioMarin Pharmaceutical Inc.	1,087,011	$96.6M	0.69%
41	JBLUJetBlue Airways Corporation	5,852,519	$95.7M	0.68%
42	KNXKnight-Swift Transportation Holdings I	2,903,755	$94.9M	0.67%
43	ADSKAutodesk Inc.	600,162	$93.5M	0.67%
44	SGENEURSeattle Genetics Inc.	1,258,153	$92.1M	0.66%
45	INCYIncyte Corporation	1,062,890	$91.4M	0.65%
46	TFXTeleflex Incorporated	291,831	$88.2M	0.63%
47	DXCDXC Technology Co.	1,361,230	$87.5M	0.62%
48	UALUnited Continental Holdings Inc.	1,073,492	$85.6M	0.61%
49	EXASExact Sciences Corporation	987,638	$85.5M	0.61%
50	SBACSBA Communications Corp. Class A	425,032	$84.9M	0.60%
51	WCGEURWellCare Health Plans Inc.	308,284	$83.2M	0.59%
52	PORPortland General Electric Company	1,587,580	$82.3M	0.59%
53	WATWaters Corporation	326,052	$82.1M	0.58%
54	TPCTutor Perini Corporation	4,787,624	$82.0M	0.58%
55	ROSTRoss Stores Inc.	878,697	$81.8M	0.58%
56	BNFTEURBenefitfocus Inc.	1,637,000	$81.1M	0.58%
57	NDAQNasdaq Inc.	924,761	$80.9M	0.58%
58	—Kraton Corporation	2,499,597	$80.4M	0.57%
59	MCHPMicrochip Technology Incorporated	955,674	$79.3M	0.56%
60	LGIHLGI Homes Inc.	1,305,921	$78.7M	0.56%
61	AONAon plc	453,369	$77.4M	0.55%
62	WPWorldpay Inc. Class A	677,299	$76.9M	0.55%
63	EVREvercore Inc Class A	826,043	$75.2M	0.53%
64	FT2First Horizon National Corporation	5,341,531	$74.7M	0.53%
65	—Interxion Holding N.V.	1,111,396	$74.2M	0.53%
66	STAGSTAG Industrial Inc.	2,455,856	$72.8M	0.52%
67	LKQ1LKQ Corporation	2,506,588	$71.1M	0.51%
68	PDCEUSDPDC Energy Inc.	1,735,767	$70.6M	0.50%
69	LRCXEURLam Research Corporation	390,486	$69.9M	0.50%
70	TILEInterface Inc.	4,555,383	$69.8M	0.50%
71	JBLJabil Inc.	2,607,374	$69.3M	0.49%
72	TCBITexas Capital Bancshares Inc.	1,251,651	$68.3M	0.49%
73	DATATableau Software Inc. Class A	536,291	$68.3M	0.49%
74	FNDFloor & Decor Holdings Inc. Class A	1,654,918	$68.2M	0.49%
75	VMCVulcan Materials Company	573,515	$67.9M	0.48%
76	AMDAdvanced Micro Devices Inc.	2,658,453	$67.8M	0.48%
77	OLEDUniversal Display Corporation	439,732	$67.2M	0.48%
78	EX9Exelixis Inc.	2,822,208	$67.2M	0.48%
79	APHAmphenol Corporation Class A	710,677	$67.1M	0.48%
80	MCOMoody's Corporation	366,144	$66.3M	0.47%
81	SPLKCHFSplunk Inc.	524,824	$65.4M	0.47%
82	—Cousins Properties Incorporated	6,756,986	$65.3M	0.46%
83	ROPRoper Technologies Inc.	188,608	$64.5M	0.46%
84	MMSIMerit Medical Systems Inc.	1,019,118	$63.0M	0.45%
85	—BMC Stock Holdings Inc.	3,555,113	$62.8M	0.45%
86	BFAMBright Horizons Family Solutions Inc.	485,997	$61.8M	0.44%
87	CPRICapri Holdings Limited	1,330,780	$60.9M	0.43%
88	WIREEUREncore Wire Corporation	1,062,659	$60.8M	0.43%
89	SHOSunstone Hotel Investors Inc.	4,219,392	$60.8M	0.43%
90	HDSUSDHD Supply Holdings Inc.	1,390,845	$60.3M	0.43%
91	PANWPalo Alto Networks Inc.	247,293	$60.1M	0.43%
92	WAIREURWesco Aircraft Holdings Inc	6,801,039	$59.8M	0.43%
93	VREMack-Cali Realty Corporation	2,676,565	$59.4M	0.42%
94	JRVRJames River Group Holdings Ltd	1,464,170	$58.7M	0.42%
95	WAFDWashington Federal Inc.	2,015,146	$58.2M	0.41%
96	MODModine Manufacturing Company	4,171,467	$57.9M	0.41%
97	MDUMDU Resources Group Inc	2,237,915	$57.8M	0.41%
98	FNFabrinet	1,097,112	$57.4M	0.41%
99	AFWAlign Technology Inc.	201,861	$57.4M	0.41%
100	FFICFlushing Financial Corporation	2,561,121	$56.2M	0.40%

Page 1 of 3Next