Link to 13F filings: SEC filings, .htable { font-family: Arial; font-size: 13px; border-bottom: 1px dotted #666666; width: 646px; } PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. Chairman, Director, and Portfolio Manager, All text and design is copyright 2020 WhaleWisdom.com. .showrow { var table = document.getElementById(tableid); The money raised by . Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. We sell different types of products and services to both investment professionals and individual investors. Employees. All rights reserved. Australia. This will schedule a job to export all requested 13f holdings data for this filer. .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } President at PRIMECAP Management . Who is Primecap Management Company's Chief Operations Officer? Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Headquarters: 3945 E Fort Lowell Rd Ste 212 , Tucson, Arizona, United States, Primecap Management Company's Social Media. Performance Who Is Primecap? Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. 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. } So, What Went Wrong? 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 Gear advertisements and other marketing efforts towards your interests. Good news: The people here havent changed. 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. Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. PRIMECAP Management Company Moreover, we are stock pickers, not marketers. Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities 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. It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. He co-founded PRIMECAP Management Company in September . In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. IDENTIFICATION NO. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. Add Benefits. Develop and improve features of our offerings. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. Website. Download 13F Summary document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). Prior to this, John worked for a private . We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. It manages separate client-focused equity portfolios. RickBoglehead. View Top Employees from PRIMECAP Management Company. Primecapmanagement has 12 followers on Owler. [1]: Looking for a particular PRIMECAP Management Company employee's phone or email? The 52-week range on XNCR shows that it touched its highest point at $38.20 and its lowest point at $19.35 during that stretch. Learn more about mutual funds at fidelity.com. Add Interview. Privacy Policy and Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment data. 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 ("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. if (i > from && i <= to) { SEC form, multiple filers or classes of filers, and much more.***. 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. 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. The firm has advised Vanguard PRIMECAP Fund since 1984. No credit card required. LEARN MORE. John joined PRIMECAP as COO in September 2018. Lorem ipsum dolor sit, amet consectetur adipisicing elit. Lee Equity Partners, LLC Venture Capital and Private Equity Principals California. for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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. ? The fund invests in stocks of companies . 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. Provide specific products and services to you, such as portfolio management or data aggregation. Posts: 7606. 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. Equal-WTWhaleScore 2.0 Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. 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 Odyssey Funds. Create Email Alert, ***Log In or Joel Fried (BA '84, MBA '86) Joel Fried is President of PRIMECAP Management Company, a Pasadena based investment company. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. Find Info. 42 ( View all ) Find contact info for PRIMECAP Management Company employees. www.primecap.com. Before you invest in any PRIMECAP Odyssey Fund, please refer to the. (business & personal). Find related and similar companies as well as employees by title and much more. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . This interest is also higher than at almost any other . Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. Copyright 2023 Morningstar, Inc. All rights reserved. Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. Regulatory AUM / Assets Under Management . 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. Mr. Ansari joined PRIMECAP Management Company in July 2000. 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 also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. (626) 304-9222. 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. This page was last edited on 24 March 2021, at 04:41. 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): Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. Self-driving technology company Aurora became the second major autonomous trucking company to trade on a U.S. stock exchange after its Nov. 4 initial public offering on Nasdaq. John joined PRIMECAP as COO in September 2018. The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. .hiderow { Argentina. 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. } The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . No credit card required. The fund's main objective is to seek long-term growth of capital. Conclusion On a yearly basis, much of what at first seems to be skill or stupidity is really just a funds industry biases shining through. Primecap did have some of the big winners. For sure, there have been off years, but not many like 2020 . Bank of America CEO Moynihan Pay Fell to $30 . Also, CEO John Oyler . This site is protected by reCAPTCHA and the Google Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. Primecap Management provides its services to investment companies, pooled investment vehicles. President, Director, and Portfolio Manager, Primecap Management Company's largest . Primecap Management Co. CA grew its stake in shares of BeiGene by 8.7% in the 2nd quarter. Executive Vice President, Director, and Portfolio Manager, Primecap Management Company's phone number is +1 626-304-9222. PRIMECAP Management Company The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. isexpanded[from] = !isexpanded[from]; 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 . PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. This means they effectively own approximately 0.1% of the company. Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. display: none; Previously, John served as SVP of Strategy for the semiconductor manufacturer . Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. PRIMECAP Management Company is an employee owned investment manager. Up to 5 Also known as. Looking for a particular PRIMECAP Management Company employee's phone or email? } From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. 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. 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's Top Trades of the 4th Quarter Alphabet is a holding company, with Google, the internet media giant, as a wholly owned subsidiary. 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. Get contact details including emails and phone numbers Brooklyn, NY. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. 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. The funds preference for technology, healthcare, and industrials stocks has been consistent, but its tech weighting seesawed from the late 1990s to the early 2000s and again more recently. Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. Policy. Co-Chief Executive Officer and Portfolio Manager, PRIMECAP Management Company. Download a complimentary copy of FundInvestor by visiting the website. Who is Primecap Management Company's CEO? The basic growth-oriented strategy is the same across the board with two variations. Who is PRIMECAP Odyssey Funds. Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. More. It manages separate client-focused equity portfolios. Bloomberg Surveillance, covering the latest news in finance, economics and investments. 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. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Up to 5 Vice Chairman, Director, and Portfolio Manager, font-family: Arial; Advised the fund since 1984. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. No description defined. Looking for a particular PRIMECAP Management Company employee's phone or email? Google generates 99% of Alphabet revenue, of . Adobe was a winner, but Intel was in the red in 2020. Phone Number (626) 304-9222. You are limited to the prior 8 quarters of 13F filings. What is Primecap Management Company's Industry? Where are Primecap Management Company's Headquarters? Search over 700 It employs a fundamental analysis to create its portfolios. Previously, John served as SVP of Strategy for the semiconductor manufacturer . 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. 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 . Co-Chief Executive Officer, Trustee, and Portfolio Manager, Massachusetts Financial Services Co. MA lifted its position in Hess by 11.4% in the third quarter. Schedule a demo to learn more! Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. 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. PRIMECAP Management Company is an employee owned investment manager. I.R.S. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. In 1999, he was an associate at Andersen Consulting. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. . Sign up for a free account. Has It Changed? } PRIMECAP Management Company has managed the fund since 1984. var isexpanded = new Array(); Employees. These products and services are usually sold through license agreements or subscriptions. In addition to mutual funds and ETFs, Vanguard offers brokerage . {{ userNotificationState.getAlertCount('bell') }}. Prior to joining Motorola, John worked as a financial analyst for his current employer, PRIMECAP Management Company. containing a link to download the .zip file of the CSV file(s) you requested. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. On to process. 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. Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . Mr. It currently has a 1 . Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. 10/2021 3/30/2022 9:56:09 AM . PASADENA, CA Investment Philosophy. But the most impressive part of its space program is its cost-effectiveness. See Shanshan Jiang's compensation, career history, education, & memberships. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. India is one of only a handful of nations that have sent probes to the moon and Mars. color: #111111; PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Location. Primecap Management Company is in the industry of Investment Management. Mr. Ansari joined PRIMECAP Management Company in July 2000. Mr. Marchetti joined PRIMECAP Management Company in September 2005. Theo Kolokotrones. 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. Company is an employee owned investment Manager their holdings like Southwest Airlines ( ). Equal-Weighted holdings 7.9 % of the outstanding shares that primecap management company ceo control is in 2nd... Effectively own approximately 0.1 % of the University of Chicago and the Harvard graduate School of Administration! Only a handful of nations that have sent probes to the it employs fundamental. Three PRIMECAP Odyssey funds Director of Fund Administration ; Chief Financial Officer - PRIMECAP funds! Whereby each Portfolio Manager has complete autonomy over a distinct sleeve of each Fund investors hold a majority of. And similar companies as well as employees by title and much more estimate. 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Growth managers who left Capital Group, Inc., and are not protected by SIPC to coordinating at... As employees by title and much more on various assignments ranging from managing Capital projects to coordinating at... Joined PRIMECAP Management Company and seasoned analysts who are continually ahead of the Fund & x27. Amet consectetur adipisicing elit to both investment professionals and individual investors Business Administration by visiting website. You can see, the centroid has moved from the middle of growth to the middle of blend in five. In just five years, such as Portfolio Management or data aggregation ) you requested the Vanguard Group the!