Primecaps long-term focus also means the managers worry less about one years underperformance. Primecap Management Company's revenue is $10 - 50M. PRIMECAP Management Company operates as an investment management firm. What is Primecap Management Company's phone number? Performance numbers calculated through 2023-02-14. What is Primecap Management Company's Industry? Located on a single floor of an unexceptional office building in a Los Angeles suburb, Primecap is one of the best fund shops you've never heard of. Overall, I see less change than at the typical actively managed fund. S&P 500WhaleScore 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. He has held portfolio management responsibilities since 1979. View John Scotti's business profile as Vice President at PRIMECAP Management Company. document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. (business & personal). var imgid = 'ocimg' + from; Co-Chief Executive Officer and Portfolio Manager, Contact. [1]: Several other hedge funds have also recently modified their holdings of the business. PRIMECAP Management Company The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. PRIMECAP Management Company has managed the fund since 1984. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. The three most experienced managers have more than $1 million each in all six funds. I.R.S. Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . Find More Contacts for Primecap Management. English. Employees. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. color: #111111; 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. Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. if (isexpanded[from]) { Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities and a top 10 holdings concentration of 32.97%. Get contact details including emails and phone numbers It employs a fundamental analysis to create its portfolios. Bloomberg Surveillance, covering the latest news in finance, economics and investments. Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. var trs = table.getElementsByTagName('tr'); } Edit Lists Featuring This Company Section, The 2021 Money Issue Money Managers Directory, Private Equity Firms with Investments in United States, Private Equity Firms with Investments in Europe. Mr. Marchetti holds an MBA degree from MIT-Sloan and a bachelor's degree in Chemical Engineering, also from MIT, where he completed a thesis focused on recombinant protein recovery and purification techniques. . We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Advertisement. But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. Has It Changed? From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. To this end, the firm has limited the number of clients it serves, enabling the firm's principals to focus on portfolio management rather than marketing and administration. You must have a subscription to view WhaleScore histories. Find Info. 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. Create Email Alert, ***Log In or .showrow { This means they effectively own approximately 0.1% of the company. Primecap Management Company's CEO is Alexander Sokolowsky. All rights reserved. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. No description defined. We recognize that our competency is investment management, not administration. IDENTIFICATION NO. Management has conviction, too. 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). The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your India is one of only a handful of nations that have sent probes to the moon and Mars. . CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! Data from SEC filings. the MV of securities sold, whichever is less, if (table) { The article was published in the January 2021 issue of Morningstar FundInvestor. No credit card required. Get Contact Info for All Departments. {{ userNotificationState.getAlertCount('bell') }}. Google generates 99% of Alphabet revenue, of . (626) 304-9222. View contacts for Primecap Management to access new leads and connect with decision-makers. Website. 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 fund was incepted in November 1984 and is managed by the Primecap Management Company. to see more advanced email alert options such as selecting any type of Primecap Management Co. CA now owns 4,031,449 shares of the company's stock valued at $652,490,000 after acquiring an additional 322,645 shares during the last quarter. Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. PRIMECAP Management owns 50.4 million shares of Micron, representing 4.5% of total shares outstanding, according to the company's 13F filing for the period ending Sept. 30, 2020. for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. One of my favorite Vanguard fund managers fell well behind in 2020. This depth of experience adds a historical perspective to our investment ideas. Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Portfolio manager. This is the central question to ask of a good fund thats had a bad year. HTTP://WWW.PRIMECAP.COM Ive graphed the style trail across the Morningstar Style Box over the past five years. PRIMECAP Management Company is an employee owned investment manager. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. or to simply have an email sent to you whenever we receive a new We sell different types of products and services to both investment professionals and individual investors. President, Director, and Portfolio Manager, Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Location. . Mr. Ansari joined PRIMECAP Management Company in July 2000. Wed like to share more about how we work and what drives our day-to-day business. This interest is also higher than at almost any other . California. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. PRIMECAP Management Company. Fund or Company Name Date Sold Shares Held Valued At ; RP Management: Jun 2022 32M $47M PRIMECAP Management Company: Jun 2022 17M $25M Newtyn Management: Jun 2022 7.6M $11M Vanguard Group: Jun 2022 7.5M $11M Palo Alto Investors: Jun 2022 6.8M . Primecap Management Company's largest . [2]: Whalewisdom has at least 91 13F filings, and 1608 13G filings. We rely on the individual thinking of each of our portfolio managers. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. (business & personal). www.primecap.com. FAANG stocks have exploded and dominate the large-growth corner of the style box. Also known as. Yet Primecap has stayed with the stocks it likes. Manager Start Date11/01/2004. PRIMECAP Management Company is a company based in Pasadena, California, US . LEARN MORE. Primecap Management provides its services to investment companies, pooled investment vehicles. Looking for a particular PRIMECAP Management Company employee's phone or email? Tesla Primecap Management Company Tesla 30 469% . Also, CEO John Oyler . Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 In 2020, the fastest-growing companies took an overwhelming share of investor attention. Headquarters: 3945 E Fort Lowell Rd Ste 212 , Tucson, Arizona, United States, Primecap Management Company's Social Media. Primecap has beaten its peer group handily for much of the past decade and all the way back to when its first fund launched in 1984. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. During the session, the Biotechnology company that operates in wider Healthcare sector, reached to the highest price of $33.38 whereas the lowest price it dropped to was $32.06. In 1999, he was an associate at Andersen Consulting. Joel Fried (BA '84, MBA '86) Joel Fried is President of PRIMECAP Management Company, a Pasadena based investment company. In 1999, he was an associate at Andersen Consulting. It currently has a 1 . Company profile. height: 20px; Unorganized company. Primecap Management Co. CA grew its stake in shares of BeiGene by 8.7% in the 2nd quarter. Who Is Primecap? Policy. It is able to do this because the firm is a partnership in which ownership is very lucrative for those successful in the long run. Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . ? Investment Philosophy. Co-Chief Executive Officer and Portfolio Manager, PRIMECAP Management Company. 42 ( View all ) Find contact info for PRIMECAP Management Company employees. PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. free lookups / month. 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. and a top 10 holdings concentration of 32.97%. free lookups / month. Previously, John served as SVP of Strategy for the semiconductor manufacturer . PRIMECAP Odyssey Funds. Given that Primecap has succeeded over the long run, Ill be sticking with it. Read our editorial policy to learn more about our process. Lee Equity Partners, LLC Venture Capital and Private Equity Principals Argentina. Description. In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . CEO at PRIMECAP Odyssey Funds. President at PRIMECAP Management . function expandRow(from,plus) { The current portfolio value is calculated to be $109.23 Bil. Up to 5 Bloomberg Surveillance with Tom Keene, Jonathan Ferro & Lisa Abramowicz live from New York, bringing insight on global markets and the top business stories of the day. Thats where they diverge from most growth fund managers. Get contact details including emails and phone numbers This will schedule a job to export all requested 13f holdings data for this filer. 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. 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. Glassdoor gives you an inside look at what it's like to work at PrimeCap Lending, including salaries, reviews, office photos, and more. The economy and markets are "under surveillance". Other hedge funds also recently bought and sold shares of the company. In PRIMECAP Management's current portfolio as of 2022-12-31, the top 5 holdings are Eli Lilly and Co (LLY), Biogen Inc (BIIB . It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. Investment Manager Biographies Theo A. Kolokotrones, Chairman. trs[i].className = 'showrow'; Privacy Policy and Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). Brooklyn, NY. Directions. PASADENA, CA Managing investment portfolios is PRIMECAP's only business. PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. The fund invests in stocks of companies . Its a big part of Primecaps competitive advantage. PRIMECAP Management Company ("PRIMECAP"), the Fund's investment advisor, believes that it is in the best interest of the shareholders of the Aggressive Growth Fund to reduce the amount and pace of investments into the Fund. Company's approach to investment selection: commitment. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. The fund invests in . .littlerow { background-color: #FFFFFF; padding-top: 2px; padding-bottom: 2px; padding-left:0; padding-right:3px; border-top: 1px solid #EEEEEE; font-family: Arial; font-size: 10px; } Subscribe to WhaleWisdom to view all filing data } PRIMECAP Odyssey Funds. Primecap Management Company's Chief Operations Officer is John Bucher. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. 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