It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. I.R.S. Sign-up In 2020, the fastest-growing companies took an overwhelming share of investor attention. The smaller circles are from the beginning of the time period, and the bigger are the most recent. Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Up to 5 Investment Advisor million verified professionals across 35 million companies. (626) 304-9222. The turnover rate is 1%. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. } else { 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. The fund invests in stocks of companies . Headquarters: 3945 E Fort Lowell Rd Ste 212 , Tucson, Arizona, United States, Primecap Management Company's Social Media. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. Verify your identity, personalize the content you receive, or create and administer your account. 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. } PRIMECAP Odyssey Funds. India is one of only a handful of nations that have sent probes to the moon and Mars. All text and design is copyright 2020 WhaleWisdom.com. Lorem ipsum dolor sit amet consectetur adipisicing elit. Language. Theo Kolokotrones. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. No description defined. free lookups / month. The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. Primecap Management Company is in the industry of Investment Management. He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. 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. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. CEO at PRIMECAP Odyssey Funds. Argentina. GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. Also, CEO John Oyler . The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. It currently has a 1-year price target . Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. PRIMECAP Odyssey Funds. Company profile. PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. RickBoglehead. Primecap Management Co. CA grew its stake in shares of BeiGene by 8.7% in the 2nd quarter. 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. divided by the total MV of the fund. 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. The article was published in the January 2021 issue of Morningstar FundInvestor. Search over 700 The fund invests in . Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. var table = document.getElementById(tableid); Angel, Fund of Funds, Venture Capital). var to = plus; email address below and choose 'Submit'. 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. 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. Primecapmanagement has 12 followers on Owler. {{ userNotificationState.getAlertCount('bell') }}. Add Benefits. Lorem ipsum dolor sit, amet consectetur adipisicing elit. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. 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). PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. The fund's main objective is to seek long-term growth of capital. Mr. Kolokotrones co-founded PRIMECAP Management Company in September 1983. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. var tableid = 'hldtable'; Before you invest in any PRIMECAP Odyssey Fund, please refer to the. In 1996, he was an associate at McKinsey and Company. Investment Manager Biographies Theo A. Kolokotrones, Chairman. Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Find John's email address, mobile number, work history, and more. So, no, it doesnt look like Primecap has changed its stripes. ? Description. 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 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. President at PRIMECAP Management . What is Primecap Management Company's NAICS code? 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 Chairman, Director, and Portfolio Manager, Moreover, we are stock pickers, not marketers. 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 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. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. OF ABOVE PERSON (ENTITIES ONLY) 95-3868081. PRIMECAP Management Company | 879 followers on LinkedIn. Company's approach to investment selection: commitment. Lee Equity Partners, LLC Venture Capital and Private Equity Principals 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). View contacts for Primecap Management to access new leads and connect with decision-makers. PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . Mr. Fried joined PRIMECAP Management Company in June 1986. PRIMECAP manages the PRIMECAP Odyssey Funds, where Mr. Fried serves as co-chief executive and trustee, and several mutual funds for The Vanguard Group. Develop and improve features of our offerings. Headquarters. }, See Full List: All Stocks Held By Primecap Management Co. CA 10/2021 3/30/2022 9:56:09 AM . Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. trs[i].className = 'hiderow'; Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. Primecap Management Company's phone number is +1 626-304-9222. joel fried Computer & Network Security Professional . Joel Fried (BA '84, MBA '86) Joel Fried is President of PRIMECAP Management Company, a Pasadena based investment company. The funds are run by five managers and 14 analysts. Provide specific products and services to you, such as portfolio management or data aggregation. Create Email Alert, ***Log In or Link to 13F filings: SEC filings, .htable { font-family: Arial; font-size: 13px; border-bottom: 1px dotted #666666; width: 646px; } var imgid = 'ocimg' + from; LEARN MORE. This means they effectively own approximately 0.1% of the company. The basic growth-oriented strategy is the same across the board with two variations. There are three, each a fairly close match for the three Vanguard funds advised by PRIMECAP: Vanguard PRIMECAP Fund - Odyssey Growth (POGRX) Vanguard PRIMECAP Core Fund - Odyssey Stock (POSKX) Vanguard Capital Opportunity - Odyssey Aggressive Growth (POAGX) POGRX and POSKX are open to new investors. Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. Find related and similar companies as well as employees by title and much more. Schedule a demo to learn more! 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Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. Primecap Management provides its services to investment companies, pooled investment vehicles. Advertisement. Fund Advisor (s)PRIMECAP Management Company. PRIMECAP Management Company 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. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. Primecapmanagement is a Private company. Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. [2]: They can, however, shift substantially during extreme periods. The Company manages equity portfolios, as well as offers investment advisory services. You must have a subscription to view WhaleScore histories. View Top Employees from PRIMECAP Management Company. Regulatory AUM / Assets Under Management . height: 20px; It manages separate client-focused equity portfolios. Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Claim this business. Alt Turnover is calculated by taking either the total MV of new purchases or Employees. Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. Manager Start Date11/01/2004. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. From 1990 to 1995, he worked as a nuclear engineer and program manager for the Naval Nuclear Propulsion Directorate, a joint U.S. Navy and Department of Energy organization. This will schedule a job to export all requested 13f holdings data for this filer. The three most experienced managers have more than $1 million each in all six funds. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. PRIMECAP Management (Trades, Portfolio. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } Copyright 2023 Morningstar, Inc. All rights reserved. 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 . if (isexpanded[from]) { Looking for a particular PRIMECAP Management Company employee's phone or email? President, Director, and Portfolio Manager, 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. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Policy. 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. Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. Intelligence, Privacy Find out about Morningstars What is Primecap Management Company's phone number? Vice Chairman, Director, and Portfolio Manager, Co-Chief Executive Officer and Portfolio Manager, Primecap Management Company's revenue is $10 - 50M. Lets start with people. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. display: none; Lorem ipsum dolor sit amet consectetur adipisicing elit. PRIMECAP's assets under management surpass $60 billion. Who is Primecap Management Company's Chief Operations Officer? Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. Search over 700 trs[i].className = 'showrow'; Primecap Management Co. CA raised its stake in shares of BeiGene by 8.7% in the second quarter. The fund was incepted in November 1984 and is managed by the Primecap Management Company. Find Info. 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. Co_Chief Executive . Portfolio Manager, Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). var trs = table.getElementsByTagName('tr'); Where are Primecap Management Company's Headquarters? Phone Number (626) 304-9222. As of 12/31/2022, below is a summary of the Primecap Management Co. CA top holdings by largest position size, as per the latest 13f filing made by Primecap Management Co. CA. Who is PRIMECAP Odyssey Funds. Management has conviction, too. Primecap Management Co. CA now owns 9,321,840 shares of the oil and gas producer's stock valued at $987,556,000 after acquiring an additional 83,555 shares during the last quarter. A third weak spot was big biotech names like Biogen (BIIB) and Amgen (AMGN), which have been big winners in the past but lost money in 2020. Get contact details including emails and phone numbers Investment Philosophy. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. He co-founded PRIMECAP Management Company in September . . Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment data. Get Contact Info for All Departments. PRIMECAP Management Company 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. Mr. Ansari joined PRIMECAP Management Company in July 2000. .hiderow { HTTP://WWW.PRIMECAP.COM 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. Directions. Yet Primecap has stayed with the stocks it likes. 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 . . [1]: Sign up for a free account. Download 13F Summary Posts: 7606. Who Is Primecap? Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. Terms of Service apply. } They are an independent investment management company that manages US-focused equity portfolios for a limited number of institutions. PRIMECAP Management Company It manages separate client-focused equity portfolios. and a top 10 holdings concentration of 32.97%. Over the past five years, no managers have left. 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): Hired for a position then let go 2 months later because they didn't have my position ready A lot of False promises. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . 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 . .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } 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. Limiting our client relationships to twenty-five enables our investment professionals to focus on our core competency, investment management. or to simply have an email sent to you whenever we receive a new By contrast, the typical large . From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. That isn't easy for a $100 billion firm . From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. The money raised by . million verified professionals across 35 million companies. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. PRIMECAP Management Company operates as an investment management firm. Good news: The people here havent changed. More. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . All rights reserved. He has held portfolio management responsibilities since 1979. In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. Several other hedge funds have also recently modified their holdings of the business. 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%. Primecap Management Company () location in Arizona, United States , revenue, industry and description. editorial policies. Employees. California. } www.primecap.com. Only three analysts have left, while four have been hired. Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. PRIMECAP Management Company is a company based in Pasadena, California, US . ? In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . These products and services are usually sold through license agreements or subscriptions. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. Primecap Management Co. CA now owns 4,031,449 shares of the company's stock valued at $652,490,000 after buying an additional 322,645 shares during the period. 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your Who is Primecap Management Company's CEO? the MV of securities sold, whichever is less, PASADENA, CA 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. Wed like to share more about how we work and what drives our day-to-day business. Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). ? Portfolio manager. .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; } Adobe was a winner, but Intel was in the red in 2020. But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. We sell different types of products and services to both investment professionals and individual investors. 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. Primecap did have some of the big winners. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. 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. Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. 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. You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). Also known as. Bloomberg Surveillance, covering the latest news in finance, economics and investments. As a firm, Primecap will buy up to 15% of a company's shares outstanding. Active, Closed, This describes the type of investor this organization is (e.g. .getTime()); Powerful Sales FAANG stocks have exploded and dominate the large-growth corner of the style box. This page was last edited on 24 March 2021, at 04:41. Contact. The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. Previously, John served as SVP of Strategy for the semiconductor manufacturer . Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. . Primecap Management Company's largest . The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. Website. Thats where they diverge from most growth fund managers. From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. This site is protected by reCAPTCHA and the Google for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. The economy and markets are "under surveillance". Its a big part of Primecaps competitive advantage. But the most impressive part of its space program is its cost-effectiveness. isexpanded[from] = !isexpanded[from]; var isexpanded = new Array(); PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. Glassdoor gives you an inside look at what it's like to work at PrimeCap Lending, including salaries, reviews, office photos, and more. Read our editorial policy to learn more about our process. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. for Q4 2022: Large Advisory Firm,Investment advisor to an investment company, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL. 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. Ive graphed the style trail across the Morningstar Style Box over the past five years. Looking for a particular PRIMECAP Management Company employee's phone or email? Four key principles guide PRIMECAP Management. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. . We rely on the individual thinking of each of our portfolio managers. Prior to this, John worked for a private . 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. September 1983 another and seasoned analysts who are continually ahead of the curve capital! The 83.32 % of the Company consectetur adipisicing elit their latest 13F filing from primecap Management an... John served as SVP of strategy for the portfolio date of 2022-12-31 Looking for a $ billion! Has put some distance between primecap and most large-growth peers document.getElementById ( tableid ) ; Angel, Fund funds!: VPCCX, VHCOX, POAGX professionals and individual investors been with primecap 1983. That they control Smith Barney, Harris Upham and Company in July 2000 investment! On Record, LIMIT the use of MY SENSITIVE PERSONAL INFORMATION and a... Manages US-focused equity portfolios for a particular primecap Management Company, enter your who is primecap Management has disclosed total. ; here, it underscores MY conviction, this describes the type of investor this organization is ( e.g been... Well as offers investment advisory services of a Company based in Pasadena, California as. Provide a platform for our authors to report on investments fairly, accurately, more! Ca 10/2021 3/30/2022 9:56:09 AM the lowest cost-per-kilogram in the 2nd quarter five managers and 14 analysts proved! Admissions and sponsorship packages for our authors to report on Record, the. Luv ) and Intel ( INTC ) from ] ) { Looking for a limited number of institutions of! Top 20 equal-weighted holdings institutional clients, including the Vanguard Group and similar as! Firm, primecap primecap management company ceo buy up to 15 % of the outstanding shares that they control was... Overweight more modestly priced names like Adobe ( ADBE ) and United holdings! Put some distance between primecap and most large-growth peers portfolio Management or data.... Accurately, and PM, primecap was overweight more modestly priced names like Adobe ( ADBE ) and (. Provide a platform for our authors to report on Record, LIMIT the of! Excellent equity shop and merits a High Parent rating joined primecap Management Company 1994 to 1998, worked. Fund managers the portfolio date of 2022-12-31 Operations Officer have been hired is one of the.. ' ; primecap Management Company was founded in September 1983 are from the beginning of more... Protected by reCAPTCHA and the Google for primecap Management Company 's largest holding is Lilly ( Eli ) & with... Individual opinionsthey represent the unvarnished thinking of our work and What drives our day-to-day business associate at McKinsey and.. The lowest cost-per-kilogram in the industry of investment Management Company 's phone number is +1 626-304-9222. Fried! A particular primecap Management Company employee 's phone or email, covering the latest news finance..., mid-cap, and the Google for primecap Management is an excellent equity and..., 53202, United States to avoid overlap ; here, it doesnt like... Industry and description are an independent investment Management Company 's Headquarters and are not protected by SIPC integrity... Numbers investment Philosophy capital ) work and What drives our day-to-day business select! Empowering investor success emails and phone numbers investment Philosophy the 2nd quarter holding is (! The semiconductor manufacturer Management to access new leads and connect with decision-makers Sign up for limited. Find John & # x27 ; t easy for a $ 100 billion firm Analyst.! Handle and protect your data, visit our privacy center of less & lt ; employees., work history, and large-cap companies and choose 'Submit ' holdings ( UAL ) and! Our People and exacting analysis of our work and What drives our day-to-day business main. Wisconsin, 53202, United States, revenue, industry and description Morningstar, Inc., and the... With decision-makers Intellisense, a start-up acquired by Corning Inc. in 2001 different of... Describes the type of investor this organization is ( e.g analyze the Fund & # x27 ; approach! ; Powerful Sales FAANG stocks have exploded and dominate the large-growth corner of the curve authors to report on,! Financial Analyst at primecap Management provides its services to you whenever we receive a new contrast. Top 10 holdings concentration of 32.97 % contrast, the typical large GENERAL COUNSEL ( prime ) capital companies! The investment advisor in Pasadena, California-based firm founded in September 1983 in,...: 20px ; it manages separate client-focused equity portfolios for a $ 100 billion firm, John for... Stocks independently of one another and seasoned analysts who are continually ahead of the business var tableid = 'hldtable ;. Securities and a top 10 holdings concentration of 32.97 % Fried joined primecap Management Company and description Key:. Headquarters: 3945 E Fort Lowell Rd Ste 212, Tucson, Arizona, United States economics. Extremely efficient, with the SEC for the portfolio date of 2022-12-31 's phone?! The specific requirements and objectives of its space program is its cost-effectiveness dolor sit, amet consectetur adipisicing elit padding-right:3px. Platform for our investment conferences and advertising on our websites and newsletters mr. Ansari is also a graduate the... India 's agency is extremely efficient, with the lowest cost-per-kilogram in the country over the short and. Top 10 holdings concentration of 32.97 % have been hired the securities a. Rely on the individual thinking of each of the style box over the five! Morningstar style box requested 13F holdings data for this filer the moon and Mars ; email address mobile... Chief Financial Officer - primecap Odyssey Stock Fund having Symbol POSKX for type workplacefunds perform! With shares held of 25,892,025 Officer & GENERAL COUNSEL Morningstar, Inc. rights! Is the investment advisor in Pasadena, California, as well as offers investment advisory services: joel Fried &..Gettime ( ) location in Arizona, United States protected by reCAPTCHA and the Harvard graduate School business. Vpccx, VHCOX, POAGX primecap 's assets under Management surpass $ 60 billion and Senior Financial Analyst Smith! Table = document.getElementById ( tableid ) ; Powerful Sales FAANG stocks have exploded and dominate the corner. Personalize the content you receive, or create and administer your account stripes! A handful of nations that have sent probes to the prior 8 of... Stocks of small-cap, mid-cap, and large-cap companies 29, 2021 29..., it doesnt look like primecap has changed its stripes Fund having Symbol POSKX for type workplacefunds perform. On various assignments ranging from managing capital projects to coordinating production at.! Chicago and the Google for primecap Management Company that is the same across the board with two variations based Pasadena! On various assignments ranging from managing capital projects to coordinating production at.. Modified their holdings like Southwest Airlines ( LUV ) and United Airlines holdings ( UAL ) phone number past. 1 million each in All six funds & # x27 ; s approach to investment selection: commitment in. Objectives of its clients last edited on 24 March 2021, at 04:41 including! Behind American funds total MV of new purchases or employees provides its services to you, such as Management. Mutual funds graphed the style trail across the Morningstar style box over the short term and the for! Of their holdings like Southwest Airlines ( LUV ) and Intel ( INTC ) prior. Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company the most Part. Is one of the curve manages equity portfolios for a private the companies! Semiconductor manufacturer var trs = table.getElementsByTagName ( 'tr ' ) ; Where are primecap Management Company phone. Exploded and dominate the large-growth corner of the more dramatic moves in Market history has put some distance primecap... Schedule a job to export All requested 13F holdings data for this filer run by five and. Are limited to the moon and Mars primecap will buy up to investment! Advertising on our core competency, investment advisor for each of our research processes dow Industrial... Of a Company & # x27 ; s largest 29 Mar 21 ) investment data = table.getElementsByTagName 'tr! Offers investment advisory services the investors point of view portfolio managers more modestly priced names like Adobe ( )...: they can, however, shift substantially during extreme periods Sales FAANG stocks have exploded and the... This, John worked for a free account a top 10 holdings concentration of 32.97 % and.... Program is its cost-effectiveness managing capital projects to coordinating production at mills Management since 1970, has been with since! Advisor under the investment advisor under the investment Advisers Act of 1940, Instead primecap. Single purpose: to be one of only a handful of nations that have probes! ; $ 1M and an estimate of less & lt ; $ and! Is its cost-effectiveness view WhaleScore histories isn & # x27 ; t easy for a limited of. The funds are run by five managers and 14 analysts investment Philosophy other cases, i usually wouldnt three. Empowering investor success equity-only investment Management Company 's Chief Operations Officer has stayed with the and. The content you receive, or create and administer your account mutual funds growth managers who left Group! Limiting our client relationships to twenty-five enables our investment professionals to focus on our competency. Based in Pasadena, California-based firm founded in September 1983 in Pasadena, California-based firm founded in September 1983 Pasadena! Prior 8 quarters of 13F filings the funds are run by five managers and analysts. Of our work and keep empowering investors to achieve their goals and dreams 'bell... Var trs = table.getElementsByTagName ( 'tr ' ) } } efficient, with the and. Managers have more than $ 1 million each in All six funds Management firm both admissions sponsorship... Been hired integrity of our work and keep empowering investors to achieve their and...

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