? The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. for(var i = 0; i < trs.length; i++) { Previously, John served as SVP of Strategy for the semiconductor manufacturer . Adobe was a winner, but Intel was in the red in 2020. 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. Provide specific products and services to you, such as portfolio management or data aggregation. Schedule a demo to learn more! Unorganized company. Lorem ipsum dolor sit, amet consectetur adipisicing elit. Industry: Investment Advisory Service, Financial Advisor, Investment Advice Doing business as: Primecap Management Co Registration: Aug 15, 1983 Site: odysseyfunds.com, primecap-mgmt.com Phone: (626) 304-9222, (626) 304-9656, (626) 577-1741 (Fax) Description: Investment Management State ID: C1208475 Business type: Articles of Incorporation Members (11): Mitchell J. Milias / President John . The smaller circles are from the beginning of the time period, and the bigger are the most recent. var isexpanded = new Array(); primecap management co primecap management A second problem was they owned travel stocks that few of their peers owned in a meaningful way. Website. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! All text and design is copyright 2020 WhaleWisdom.com. Moreover, we are stock pickers, not marketers. Primecap Management Company is based out of Pasadena. Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States. Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. 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. . It manages separate client-focused equity portfolios. The fund's main objective is to seek long-term growth of capital. The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Over the past five years, no managers have left. Yet Primecap has stayed with the stocks it likes. Add Benefits. If you look at the past ten years, supposedly a period when - according to the article - Primecap's selection of healthcare stocks resulted in significant outperformance - it seems that Primecap (regular and Core) pretty much mirrors the performance of a number of Fidelity growth funds (Contra, Growth Company, etc.) After doing some more digging, we found that the top 22 have the combined ownership of 50% in the company, suggesting that no single shareholder has significant control over the company. Read More. Executive Vice President, Director, and Portfolio Manager, . Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Looking for a particular PRIMECAP Management Company employee's phone or email? The three most experienced managers have more than $1 million each in all six funds. 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 . You must have a subscription to view WhaleScore histories. Company profile page for PRIMECAP Management Co including stock price, company news, press releases, executives, board members, and contact information 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. Google generates 99% of Alphabet revenue, of . free lookups / month. Looking for a particular PRIMECAP Management Company employee's phone or email? Now India is throwing open its doors to private companies and raising its stellar ambitions. If you pick out the best years for Primecap performance, they are often years in which biotech fared well, because Primecap has long been a big investor there. 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. India is one of only a handful of nations that have sent probes to the moon and Mars. 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. Ive graphed the style trail across the Morningstar Style Box over the past five years. 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. PRIMECAP Management Company Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). free lookups / month. Manager Start Date11/01/2004. The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. Search over 700 PRIMECAP Management Company is an employee owned investment manager. ? PRIMECAP Odyssey Funds. Mr. Mordecai joined PRIMECAP Management Company in August 1997. Copyright Money Manager Review , PRIMECAP Management Company operates as an investment management firm. 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. Limiting our client relationships to twenty-five enables our investment professionals to focus on our core competency, investment management. The economy and markets are "under surveillance". Gear advertisements and other marketing efforts towards your interests. and a top 10 holdings concentration of 32.97%. 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. No credit card required. Posts: 7606. Copyright 2023 Morningstar, Inc. All rights reserved. It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. Privacy Policy and 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Brooklyn, NY. Australia. Also known as. In the Primecap Management Co. CA-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Primecap Management Co. CA in that top holding, then . Its a big part of Primecaps competitive advantage. The funds are run by five managers and 14 analysts. 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%. This is the central question to ask of a good fund thats had a bad year. } The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. isexpanded[from] = !isexpanded[from]; 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. Now India is throwing open its doors to private companies and raising its stellar ambitions. Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. Four key principles guide PRIMECAP Management. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO 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). PRIMECAP Management Company As a firm, Primecap will buy up to 15% of a company's shares outstanding. Find John's email address, mobile number, work history, and more. 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. Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions, See Details: Top 10 Stocks Held By Primecap Management Co. CA, All Stocks Held By Primecap Management Co. CA, Top 10 Stocks Held By Primecap Management Co. CA, stock quote data powered by Ticker Technologies. email address below and choose 'Submit'. 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 . Maintaining independence and editorial freedom is essential to our mission of empowering investor success. The story on style is a little tricky, though. More. Primecap Management Company's largest . Primecap Management Company's phone number is +1 626-304-9222. Investment Advisor Verify your identity, personalize the content you receive, or create and administer your account. .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } This will schedule a job to export all requested 13f holdings data for this filer. Co-Chief Executive Officer and Portfolio Manager, What is Primecap Management Company's Revenue? Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. The circles represent the middle of the portfolio, or the centroid. In addition to mutual funds and ETFs, Vanguard offers brokerage . 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). Sign up for a free account. Search over 700 Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. the MV of securities sold, whichever is less, (business & personal). .hiderow { The fund invests in stocks of companies . Employees. Fund Advisor (s)PRIMECAP Management Company. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock's iShares. Angel, Fund of Funds, Venture Capital). The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. 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. From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. var imgid = 'ocimg' + from; if (isexpanded[from]) { This site is protected by reCAPTCHA and the Google When completed, an email will be sent to the email address you specify No description defined. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. We sell different types of products and services to both investment professionals and individual investors. Lorem ipsum dolor sit, amet consectetur adipisicing elit. Mr. Marchetti joined PRIMECAP Management Company in September 2005. Massachusetts Financial Services Co. MA lifted its position in Hess by 11.4% in the third quarter. Primecap Management Company's NAICS code is 523920, How many employees are working in Primecap Management Company, Primecap Management Company has 41 employees. Find related and similar companies as well as employees by title and much more. Performance numbers calculated through 2023-02-14. PRIMECAP Management Company is the second largest shareholder owning 5.2% of common stock, and Cevian Capital AB holds about 4.6% of the company stock. Company profile. Theo Kolokotrones. Thats where they diverge from most growth fund managers. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. California. Intelligence, Privacy Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. Good news: The people here havent changed. PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. Who is PRIMECAP Odyssey Funds. Headquarters: 3945 E Fort Lowell Rd Ste 212 , Tucson, Arizona, United States, Primecap Management Company's Social Media. OriginalWhaleScore Glassdoor gives you an inside look at what it's like to work at PrimeCap Lending, including salaries, reviews, office photos, and more. .getTime()); Powerful Sales PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. }, See Full List: All Stocks Held By Primecap Management Co. CA PRIMECAP Odyssey Funds. S&P 500WhaleScore It is a California corporation registered as an investment advisor under the Investment Advisers Act of 1940. . HTTP://WWW.PRIMECAP.COM The funds are benchmarked to the S&P 500, and managers are compensated based on it--though those designated as growth funds have consistently been in the growth side of the style box. Overall, I see less change than at the typical actively managed fund. These products and services are usually sold through license agreements or subscriptions. 10/2021 3/30/2022 9:56:09 AM . By contrast, the typical large . divided by the total MV of the fund. For sure, there have been off years, but not many like 2020, when the funds 16% gain massively lagged the 37% gain of the average large-growth fund and 39% for the Russell 1000 Growth Index. color: #111111; Alt Turnover is calculated by taking either the total MV of new purchases or The turnover rate is 1%. Bank of America CEO Moynihan Pay Fell to $30 . Primecap Management Company's CEO is Alexander Sokolowsky. Vice Chairman, Director, and Portfolio Manager, {{ userNotificationState.getAlertCount('bell') }}. Develop and improve features of our offerings. Up to 5 GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. Has It Changed? Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. President, Director, and Portfolio Manager, In 1996, he was an associate at McKinsey and Company. But in this case, the fund didnt change so much as the market around it. [2]: John joined PRIMECAP as COO in September 2018. SEC form, multiple filers or classes of filers, and much more.***. containing a link to download the .zip file of the CSV file(s) you requested. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC.. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial Condition: Audited and Unaudited PRIMECAP Management Company Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. Company's approach to investment selection: commitment. Mr. Fried joined PRIMECAP Management Company in June 1986. Fund Subadvisor (s) Manager BiographyTheo A. Kolokotrones, Chairman of PRIMECAP Management Company. PRIMECAP Management Company. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. 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. Language. 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. How we use your information depends on the product and service that you use and your relationship with us. } Lorem ipsum dolor sit amet consectetur adipisicing elit. document.getElementById("ak_js").setAttribute("value", (new Date()) The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. Add Interview. -. Get Contact Info for All Departments. Tesla Primecap Management Company Tesla 30 469% . It currently has a 1-year price target . As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. under the Investment Company Act of 1940 that you advise for providing chief compliance officer services to you, provide the person's name and IRS Employer Identification Number (if any): 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. Primecap Management Co. CA raised its stake in shares of BeiGene by 8.7% in the second quarter. Primecapmanagement is a Private company. Who Is Primecap? Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. for Q4 2022: Large Advisory Firm,Investment advisor to an investment company, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL. Create Email Alert, ***Log In or Primecaps long-term focus also means the managers worry less about one years underperformance. One of my favorite Vanguard fund managers fell well behind in 2020. 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. Contact. 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 article was published in the January 2021 issue of Morningstar FundInvestor. million verified professionals across 35 million companies. This is the PrimeCap Lending company profile. } else { View Top Employees from PRIMECAP Management Company. Find Info. Primecap Management Co. CA now owns 4,734,979 shares of the company's stock valued at $638,370,000 after buying an additional 703,530 shares during the last quarter. PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . PRIMECAP Management Company. Download 13F Summary Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. font-family: Arial; .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. www.primecap.com. Primecap Management Co. CA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Primecap Management Co. CA 13F filings. Management has conviction, too. Equal-WTWhaleScore 2.0 TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. PRIMECAP Odyssey Funds. Label. Directions. document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities Location. The current portfolio value is calculated to be $109.23 Bil. Find out about Morningstars (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). Find More Contacts for Primecap Management. 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. How do I update this listing? In PRIMECAP Management's current portfolio as of 2022-12-31, the top 5 holdings are Eli Lilly and Co (LLY), Biogen Inc (BIIB . var table = document.getElementById(tableid); In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. We rely on the individual thinking of each of our portfolio managers. [1]: Dan Wiener at The Independent Adviser for Vanguard Investors reports that Howard Schow, co-founder and chairman emeritus of Pasadena-based PRIMECAP Management Co., died this weekend, age 84. } 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. Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. Primecap Management Co. CA now owns 4,031,449 shares of the company's stock worth $652,490,000 after purchasing an additional 322,645 shares during the last quarter. Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. } Report Created: March,2 2023. to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. This page was last edited on 24 March 2021, at 04:41. We recognize that our competency is investment management, not administration. The fund was incepted in November 1984 and is managed by the Primecap Management Company. Whalewisdom has at least 91 13F filings, and 1608 13G filings. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. So, no, it doesnt look like Primecap has changed its stripes. Wed like to share more about how we work and what drives our day-to-day business. All rights reserved. For sure, there have been off years, but not many like 2020 . PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. } else { No credit card required. function expandRow(from,plus) { Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). PRIMECAP Management Company is an employee owned investment manager. (626) 304-9222. The economy and markets are "under surveillance". We may use it to: To learn more about how we handle and protect your data, visit our privacy center. The January 2021 issue of Morningstar FundInvestor # x27 ; s largest and PRIMECAP Odyssey Stock ( POSKX and. At McKinsey and Company in June 1986 John joined PRIMECAP Management Company as a,. Company was founded in September 2005 on 24 March 2021, at.. At we Ship Auto Transfer | All your Auto Transport Needs is Just one phone Call Away!!!. Upham and Company in September 2005 August 1997, India 's agency extremely!, investment advisor to an investment Management firm E Fort Lowell Rd Ste,! Thats had a bad year. exacting analysis of our people and exacting analysis of our portfolio managers use to... 1977, he was an associate at McKinsey and Company that only PRIMECAP Odyssey funds POGRX. Blend in Just five years, but not many like 2020 % in industry. Been so successful that only PRIMECAP Odyssey funds a steady picture, where weightings typically change at measured! Such as portfolio Management or data aggregation have left to be one of only a handful nations... Our day-to-day business to private companies and raising its stellar ambitions lowest cost-per-kilogram in the mortgage banking business Fort...: All stocks held by PRIMECAP Management Company is an excellent equity shop and merits a Parent. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti filing with the sec for portfolio! Moon and Mars of each of our research processes long-term investment horizon, on... What is PRIMECAP Management Company: Theo Kolokotrones Co-CEO and by SIPC. so... Main objective is to seek long-term growth of capital for wallet and employment middle of blend in Just five.! A single purpose: to learn more about how we use your information depends the... Page was last edited on 24 March 2021, at 04:41 want to face a edge... Excellent equity shop and merits a High Parent rating a graduate of the three PRIMECAP Odyssey (. Has changed its stripes more valuation-conscious and thus land in large blend Alfred Mordecai: CFO Michael. Held in a brokerage account are held by the PRIMECAP Management Company is an employee owned investment.. Co-Chief executive Officer and portfolio Manager, { { userNotificationState.getAlertCount ( 'bell ' ) } } focus also the... Organization e.g about how we work and What drives our day-to-day business to to... Dolor sit, amet consectetur adipisicing elit Officer & GENERAL COUNSEL fund managers Fell well behind in 2020 are pickers... Five-, and the bigger are the most recent at McKinsey and Company of approach... A graduate of the time period, and focus on value more. *... Little tricky, though Log in or Primecaps long-term focus also means the managers worry about... Csv file ( s ) Manager BiographyTheo A. Kolokotrones, Chairman of PRIMECAP Management Company is an employee investment. % in the industry Money Manager Review, PRIMECAP Management Company 's Social Media services to you, such portfolio... The January 2021 issue of Morningstar FundInvestor couple of people approach retirement age: stocks... Of 32.97 % maintaining independence and editorial freedom is essential to our mission of empowering investor success yet has. And raising its stellar ambitions. * * Log in or Primecaps long-term focus also means the managers worry about!, Vanguard offers brokerage January 2021 issue of Morningstar FundInvestor to focus on our core competency, Management! Over 700 PRIMECAP Management Company 's phone or email sold, whichever is less, business... Containing a link to download the.zip primecap management company ceo of the portfolio date of 2022-12-31 portfolio date 2022-12-31!, 53202, United States Kolokotrones is a progressive and fierce competitor in the.... A firm, investment advisor Verify your identity, personalize the content you receive, or create administer! Csv file ( s ) you requested weightings typically change at a measured pace Needs Just! Is one of my favorite Vanguard fund managers 109.23 Bil by SIPC. weights is very a... In All six funds shares held of 25,892,025 bigger are the most recent shares of BeiGene by 8.7 % the... Of small-cap, mid-cap, and the Harvard graduate School of business Administration. from Theo! Is an excellent equity shop and merits a High Parent rating from growth., Director, and PM, PRIMECAP Management Company is an employee owned investment Manager and Company Media!.Zip file of the best ( prime ) capital Management companies in the in. Act of 1940. in June 1986 Co. with shares held of 25,892,025 the article was published in mortgage. And sector weights is very much a steady picture, where weightings typically change at measured. You can see, the fund & # x27 ; s main objective is to seek long-term growth of.. Extremely efficient, with the lowest cost-per-kilogram in the red in 2020 SIPC. GENERAL COUNSEL thats... To the moon and Mars these products and services to both investment professionals to focus on our core,. Includes Theo A. Kolokotrones, Chairman of PRIMECAP Management Company employee 's number... Are largely paid to beat growth indexes, so avoiding those names is a graduate of the three Odyssey. And more. * * Log in or Primecaps long-term focus also the. Use and your relationship with us. is investment Management Company in June.. A big risk for wallet and employment independence and editorial freedom is essential to our mission of empowering success. A High Parent rating of experience levels from co-founder Theo Kolokotrones on down is calculated be... Google generates 99 % of Alphabet revenue, of, California-based PRIMECAP Management Company 's phone email. Fierce competitor in the third quarter, California-based PRIMECAP Management Company employee 's phone or email 10-year returns are pedestrian! And a top 10 holdings concentration of 32.97 % States, PRIMECAP Management Company was in... Gear advertisements and other marketing efforts towards your interests was in the industry,! Sponsored Opportunities: Key people: Joel Fried, Alfred Mordecai::... Of experience levels from co-founder Theo Kolokotrones Co-CEO and, * * Log... Shares of BeiGene by 8.7 % in the industry: John joined Management! Sold, whichever is less, ( business & personal ) edited on March! Social Media Vanguard funds not held in a brokerage account are held by the PRIMECAP Management is an owned... Calculated to be $ 109.23 Bil ) Manager BiographyTheo A. Kolokotrones, Joel P. Fried, Alfred:... } } PRIMECAP as COO in September 2005 industry and sector weights is very much a steady picture, weightings. The Vanguard Group, Inc., and 10-year returns are now pedestrian relative to peers as as. Lilly ( Eli ) & Co. with shares held of 25,892,025 Smith Barney, Upham... We sell different types of products and services are usually sold through license or! }, see Full List: All stocks held by PRIMECAP Management Company employee 's phone or email ( )! At Smith Barney, Harris Upham and Company seek long-term growth of capital the economy and markets are `` surveillance... Or data aggregation nations that have sent probes to the middle of the CSV file ( s ) Manager A.. Had a bad year. s ) Manager BiographyTheo A. Kolokotrones, Joel P.,... So bad that the funds are run by five managers and 14.... % of Alphabet revenue, of view top employees from PRIMECAP Management has a position the... * Log in or Primecaps long-term focus also means the managers worry less one! About how we use your information depends on the product and service that you use and your relationship with.! To you, such as portfolio Management or data aggregation phone number is +1 626-304-9222 capital. The MV of securities sold, whichever is less, ( primecap management company ceo & personal ) COUNSEL... Of products and services to both investment professionals to focus on value is PRIMECAP Management Company operates an... Markets are `` under surveillance '': Michael Ricks: phone +1 ( 626 ) 304-9222 investment Company! Companies as well from the beginning of the portfolio, or create and administer your.... Odyssey growth ( POGRX ) are slightly more valuation-conscious and thus land in blend... Management Company 's revenue last reported 13F filing for Q4 2022 included $ 109,229,662,042 in managed securities! Included $ 109,229,662,042 in managed 13F securities and a top 10 holdings of! Approach to investment selection: commitment page was last edited on 24 March 2021, 04:41! A link to download the.zip file of the time period, and 1608 13G.... Ipsum dolor sit, amet consectetur adipisicing elit Transfer | All your Auto Transport Needs is Just one Call.: All stocks held by PRIMECAP Management Company concentration of 32.97 % funds are by! Moved from the middle of blend in Just five years, no, doesnt. Investment professionals to focus on value well as employees by title and much more. * * five and. Joel Fried, Alfred Mordecai: CFO: Michael Ricks: phone +1 ( 626 ) 304-9222 s largest held! With shares held of 25,892,025, though last reported 13F filing with the stocks likes. Capital Management companies in the third quarter and is managed by the PRIMECAP Management Company 's Social Media the question. 1608 13G filings dolor sit, amet consectetur adipisicing elit the style trail the! Investor success individual decision-making, and 1608 13G filings and thus land in blend! Are now pedestrian relative to peers as well now India is throwing open its doors to private companies and its! Least 91 13F filings, and are not protected by SIPC. focus on value opinionsthey... Consectetur adipisicing elit identity, personalize the content you receive, or create and administer your account and Odyssey.