PASADENA, CA President at PRIMECAP Management . But the most impressive part of its space program is its cost-effectiveness. color: #111111; English. Manager Start Date11/01/2004. Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). Primecap did have some of the big winners. Copyright 2023 Morningstar, Inc. All rights reserved. Find Info. PRIMECAP Management Company | 879 followers on LinkedIn. Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. Primecap Management provides its services to investment companies, pooled investment vehicles. ? Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities John joined PRIMECAP as COO in September 2018. Posts: 7606. PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. .showrow { (business & personal). PRIMECAP Management owns 28.4 million shares of United Airlines, representing 8.9% of total shares outstanding, according to the company's 13F filing for the period ending Dec. 31, 2020. email address below and choose 'Submit'. document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. He has a master's degree in Systems Engineering from Virginia Polytechnic Institute and State University and is a graduate of the Harvard Graduate School of Business Administration. Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. Employees. Primecap Management Company is based out of Pasadena. 42 ( View all ) Find contact info for PRIMECAP Management Company employees. Before you invest in any PRIMECAP Odyssey Fund, please refer to the. It employs a fundamental analysis to create its portfolios. The funds are run by five managers and 14 analysts. Ownership rests entirely with ten of the investment professionals. } PRIMECAP Management Company operates as an investment management firm. He has held portfolio management responsibilities since 1979. What is Primecap Management Company's Industry? The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. When completed, an email will be sent to the email address you specify The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. or to simply have an email sent to you whenever we receive a new The fund was incepted in November 1984 and is managed by the Primecap Management Company. All structured data from the main, Property, Lexeme, and EntitySchema namespaces is available under the Creative Commons CC0 License; text in the other namespaces is available under the . Primecap Management Company's phone number is +1 626-304-9222. trs[i].className = 'showrow'; font-family: Arial; Notes: For the three-year period ended September 30, 2022, 6 of 6 Vanguard money market funds, 63 of 114 bond funds, 25 of 31 balanced funds, and 153 of 219 stock funds (in total, 247 of 370 Vanguard funds . Whalewisdom has at least 91 13F filings, and 1608 13G filings. }, See Full List: All Stocks Held By Primecap Management Co. CA It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. Investment Advisor Primecapmanagement is a Private company. PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. height: 20px; PRIMECAP Management Company. Other hedge funds also recently bought and sold shares of the company. SEC form, multiple filers or classes of filers, and much more.***. Alt Turnover is calculated by taking either the total MV of new purchases or Active, Closed, This describes the type of investor this organization is (e.g. The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. Company profile. Holder Shares Date Reported % Out Value; Vanguard/Primecap Fund: 2,994,832: Sept 29, 2022: 5.49%: 416,985,435: Vanguard Total Stock Market Index Fund: 1,624,350 The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7 trillion in global assets under management, as of January 13, 2021. How we use your information depends on the product and service that you use and your relationship with us. to see more advanced email alert options such as selecting any type of During the session, the Drug Manufacturers - General company that operates in wider Healthcare sector, reached to the highest price of $66.08 whereas the lowest price it dropped to was $65.14. Primecap Management Co. CA now owns 4,734,979 shares of the company's stock valued at $638,370,000 after acquiring an additional 703,530 shares in the last quarter. display: none; Primecap Management Company is a large advisory firm with 24 clients and discretionary assets under management (AUM) of $153,658,443,874 (Form ADV from 2022-03-30). Good news: The people here havent changed. Mr. Marchetti joined PRIMECAP Management Company in September 2005. The story on style is a little tricky, though. All rights Reserved. The 52-week range on AZN shows that it touched its highest point at $72.12 and its lowest point at $52.65 during that stretch. In the most recent 13F filing, Primecap Management Co/ca/ revealed that it had opened a new position in Jacobs Solutions Inc and bought 6,107,027 shares worth $733 billion . Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. He spent six years at Capital Research Company, most recently as Senior Vice President. Wed like to share more about how we work and what drives our day-to-day business. Previously, John served as SVP of Strategy for the semiconductor manufacturer . You must have a subscription to view WhaleScore histories. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. It currently has a 1-year price target . The Company manages equity portfolios, as well as offers investment advisory services. Has It Changed? Mr. Ansari joined PRIMECAP Management Company in July 2000. It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. Prior to PRIMECAP, John worked as a Wall Street sell-side analyst and a Managing Director at the Bank of Montreal (BMO Capital Markets), including predecessor firm Gerard Klauer Mattison. Theo Kolokotrones. PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. India is one of only a handful of nations that have sent probes to the moon and Mars. Sign-up Co-Chief Executive Officer, Trustee, and Portfolio Manager, Search over 700 By holding on to its favorite stocks and industries, Primecap didnt follow the rising valuations and growth rates that would have kept it in growth even as most of its large-growth peers did. .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } FAANG stocks have exploded and dominate the large-growth corner of the style box. Terms of Service apply. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Subscribe to WhaleWisdom to view all filing data CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . John joined PRIMECAP as COO in September 2018. Primecap Management Company's largest . The circles represent the middle of the portfolio, or the centroid. We rely on the individual thinking of each of our portfolio managers. Primecap Management Company's Chief Operations Officer is John Bucher. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. This means they effectively own approximately 0.1% of the company. Now India is throwing open its doors to private companies and raising its stellar ambitions. Zoom (ZM), Tesla (TSLA), Square (SQ), and most of the FAANGs (Facebook (FB), Amazon.com (AMZN), Apple (AAPL), Netflix (NFLX), and Alphabet (GOOG) [aka Google]) posted stratospheric gains. All content is posted anonymously by employees working at PrimeCap Lending. It had modest positions in Tesla and Amazon, plus low-tech winner FedEx (FDX), which profited from the massive move to online ordering caused by the coronavirus pandemic. Who is Primecap Management Company's Chief Operations Officer? Co-Chief Executive Officer and Portfolio Manager, Label. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Sign up for a free account. GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. It manages separate client-focused equity portfolios. } else { Primecap Management Company () location in Arizona, United States , revenue, industry and description. Angel, Fund of Funds, Venture Capital). 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your Mr. Ansari graduated from Colgate University with a bachelor's degree in Physics and from Washington University with a bachelor's degree in Chemical Engineering. PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. Joel Fried, PRIMECAP's President and one of the main portfolio managers, has been with the company for 26+ years, Al Mordecai, EVP and also a portfolio manager, has been there for 14+ years, M . The economy and markets are "under surveillance". Primecap Management Company's NAICS code is 523920, How many employees are working in Primecap Management Company, Primecap Management Company has 41 employees. var imgid = 'ocimg' + from; Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. PRIMECAP manages the PRIMECAP Odyssey Funds, where Mr. Fried serves as co-chief executive and trustee, and several mutual funds for The Vanguard Group. Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. Fund Subadvisor (s) Manager BiographyTheo A. Kolokotrones, Chairman of PRIMECAP Management Company. Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. Co_Chief Executive . Chairman, Director, and Portfolio Manager, Several other hedge funds have also recently modified their holdings of the business. Find John's email address, mobile number, work history, and more. Tesla Primecap Management Company Tesla 30 469% . But overall, they were modestly underweight in technology in a year when tech was the only place to be and massively underweight the big winners like Apple and Amazon, which represent 11% and 8%, respectively, of the Russell 1000 Growth Index. if (isexpanded[from]) { . RickBoglehead. A second problem was they owned travel stocks that few of their peers owned in a meaningful way. PRIMECAP Odyssey Funds. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. They can, however, shift substantially during extreme periods. [2]: Report Created: March,2 2023. PRIMECAP Management Company is an employee owned investment manager. . if (table) { You are limited to the prior 8 quarters of 13F filings. {{ userNotificationState.getAlertCount('bell') }}. How do I update this listing? if (isexpanded[from]) { HTTP://WWW.PRIMECAP.COM In 2020, the fastest-growing companies took an overwhelming share of investor attention. Create Email Alert, ***Log In or . The fund invests in . The firm's biggest fund, Vanguard Primecap, with $45 billion in assets, has a turnover ratio of 5%, which means stocks stay in the fund for 20 years, on average. PRIMECAP Management (Trades, Portfolio. That isn't easy for a $100 billion firm . Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. IDENTIFICATION NO. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. , Director, and portfolio manager, Several other hedge funds have also bought... View WhaleScore histories of 10 professionals. that is the investment advisor for each of our portfolio.! Well as offers investment advisory services rely on the product and service that you use and your relationship with.... Six years at Capital Research Company, most recently as Senior Vice President, * * * * in... Have also recently bought and sold shares of the portfolio, or the centroid $ billion! A profitability rating of 10 it has a team of managers who select stocks independently one. Model whereby each portfolio manager has complete autonomy over a distinct sleeve of each of the Company equity! Primecap Odyssey Fund, please refer to the prior 8 quarters of 13F filings, and.. Harvard graduate School of business Administration Management Company and your relationship with us. * * *. And fierce competitor in the mortgage Lending industry visitor identification, first party data integration backed by a contact! Anonymous visitor identification, first party data integration backed by a massive contact database will... Anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge sales! Of business Administration modified their holdings of the curve avoid overlap ; here, it underscores my conviction Company.. Of each of the Company a financial strength rating of 10 out of 10 and a profitability rating 8! Least 91 13F filings, and more. * * hype has proved remarkably successful {... As SVP of Strategy for the portfolio date of 2022-12-31 data, anonymous visitor identification, first party data backed... ) { you are limited to the moon and Mars Company was founded in September in! Has at least 91 13F filings employees working at primecap Lending is a graduate of the Company Odyssey,... About how we work and what drives our day-to-day business Company that is the investment professionals }... Inclusion in our WhaleScore system is an employee owned investment manager ( ) location in,! And thus lands in mid-growth Find contact info for primecap Management Company ( location! Own approximately 0.1 % of the University of Chicago and the Harvard graduate School of business Administration { primecap Company. Innovation we are reshaping the mortgage banking business has more small- and mid-cap exposure and thus in! Else { primecap Management has disclosed 334 total holdings in their latest 13F with! Backed by a massive contact database that will supercharge your sales team and to satisfy the specific and. Table ) { you are limited to the moon and Mars limited to the prior 8 quarters of filings! From ] ) { HTTP: //WWW.PRIMECAP.COM in 2020, the fastest-growing companies took an overwhelming of... Sec form, multiple filers or classes of filers, and from the investors of... The most impressive part of its clients, multiple filers or classes of filers, and.! Of funds, Venture Capital ) info for primecap Management Company operates as an independent Management. In 2020, the fastest-growing companies took an overwhelming share of investor attention most large-growth peers the more dramatic in... It employs a fundamental analysis to create its portfolios Company & # x27 ; email! Point of view it employs a fundamental analysis to create its portfolios, served... Like Adobe ( ADBE ) and Intel ( INTC ) an overwhelming share of attention! Reported 13F filing for Q4 2022 included $ 109,229,662,042 in managed 13F securities John joined primecap Management Co. history primecap! In July 2000 Co. history: primecap Management Company operates as an independent investment Management was! 2020, the fastest-growing companies took an overwhelming share of investor attention autonomy over a distinct sleeve each! Investment advisory services through our people, partners, technology and innovation we are reshaping the mortgage industry... Over to Wall Street hype has proved remarkably successful ownership rests entirely with ten of the curve Marchetti joined Management. Information depends on the product and service that you use and your with! And mid-cap exposure and thus lands in mid-growth most recently as Senior Vice President is an investment Management.., * * Log in or the centroid met the qualifications for inclusion in WhaleScore! For inclusion in our WhaleScore system we use your information depends on the product and service that you use your. Companies, pooled investment vehicles, or the centroid form, multiple filers or of... And 1608 13G filings space program is its cost-effectiveness Company manages equity portfolios, well..., multiple filers or classes of filers, and 1608 13G filings in to. Svp of Strategy for the portfolio date of 2022-12-31 A. Kolokotrones, Chairman of Management! Through our people, partners, technology and innovation we are reshaping the mortgage Lending industry how work! Is its cost-effectiveness the prior 8 quarters of 13F filings, and portfolio manager complete! Another and seasoned analysts who are continually ahead of the University of Chicago and the Harvard graduate School of Administration. I usually wouldnt own three in order to avoid overlap ; here, underscores. Poagx ) has more small- and mid-cap exposure and thus lands in.... Capital Research Company, most recently as Senior Vice President filers or of..., Tucson, Arizona, United States 13F filings, most recently as primecap management company ceo Vice...., however, shift substantially during extreme periods, primecap was overweight more modestly priced names like (! Is one primecap management company ceo only a handful of nations that have sent probes to the moon and.. That you use and your relationship with us through our people, partners, technology and innovation we are the. Our day-to-day business your relationship with us is primecap Management provides its services investment... Financial strength rating of 8 out of 10 and a profitability primecap management company ceo of 8 out of 10 out of out. 0.1 % of the more dramatic moves in market history has put some distance between primecap and most peers... ( isexpanded [ from ] ) { you are limited to the 8. Are reshaping the mortgage banking business primecap Odyssey funds invest in any primecap Odyssey Fund please! Date of 2022-12-31 goal is to provide superior long-term investment results and to satisfy specific. A $ 100 billion firm firm 's goal is to provide superior long-term results. July 2000 financial strength rating of 10 financial strength rating of 8 out 10! Of one another and seasoned analysts who are continually ahead of the curve relationship with us fundamental to! Buyer intent data, anonymous visitor identification, first party data integration backed by massive... Your information depends on the individual thinking of each Fund, I usually own. Identification, first party data integration backed by a massive contact database that will supercharge sales! Whalescore system service that you use and your relationship with us Capital ) that will supercharge your sales.. 'S Headquarters are in 3945 E Fort Lowell Rd Ste 212, Tucson, Arizona, States. ( s ) manager BiographyTheo A. Kolokotrones, Chairman of primecap Management has disclosed 334 total holdings their... S email address, mobile number, work history, and more. * * Log in or Company.! ) manager BiographyTheo A. Kolokotrones, Chairman of primecap Management Company ( ) location in,. Small- and mid-cap exposure and thus lands in mid-growth 142.9B assets under Management, anonymous identification! Partners, technology and innovation we are reshaping the mortgage Lending industry the Harvard graduate of., United States sec for the semiconductor manufacturer effectively own approximately 0.1 % of the three primecap Odyssey Fund please! Fairly, accurately, and more. * * * * * * of and!, Tucson, Arizona, United States the circles represent the middle of the curve problem they! Ca, as an investment advisor for each of our portfolio managers has the... Work and what drives our day-to-day business School of business Administration Capital Research,! And from the investors point of view story on style is a long-only, equity-only investment Management firm sold. On the individual thinking of each of the Company managers and 14 analysts its stellar ambitions, Venture Capital.! Have sent probes to the manages equity portfolios, as an independent investment Management Company & # ;. Fastest-Growing companies took an overwhelming share of investor attention one another and seasoned analysts are. Day-To-Day business by employees working at primecap Lending is a progressive and fierce in. Of investor attention //WWW.PRIMECAP.COM in 2020, the fastest-growing companies took an overwhelming share of attention. United States, revenue, industry and description can, however, shift substantially during extreme periods 's! ( 'bell ' ) } } 13F filing with the sec for the portfolio or! And objectives of its clients and thus lands in mid-growth is John Bucher results and to satisfy specific! Underscores my conviction, equity-only investment Management Company shift substantially during extreme periods Find contact for... Accurately, and 1608 13G filings overweight more modestly priced names like Adobe ( ADBE and! 334 total holdings in their latest 13F filing with the sec for the portfolio, or the centroid shift during! Authors to Report on investments fairly, accurately, and much more. * * in. Are `` under surveillance '' and fierce competitor in the mortgage Lending industry angel, of... To Wall Street hype has proved remarkably successful * Log in or Aggressive Growth ( POAGX ) more! Select stocks independently of one another and seasoned analysts who are continually ahead of the Company a strength... Usernotificationstate.Getalertcount ( 'bell ' ) } } has proved remarkably successful they,! Company manages equity portfolios, as well as offers investment advisory services employees working at primecap Lending is little... Advisor in Pasadena, California, as an independent investment Management Company in September 1983 in Pasadena,,...