PRIMECAP MANAGEMENT Overview
Primecap Management Company is an investment advisor that manages 104 BN dollars in regulatory AUM and has 36 employees, of which 16 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 125BN in positions, representing 120% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 125BN in positions, representing 120% of the manager's regulatory AUM.
PRIMECAP MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PRIMECAP MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| LLY | 3.83% | Health | 27% | 0.39% | 13 | 18% | ||
| MSFT | 3.58% | Tech | 20.32% | -0.1% | 1 | 41% | ||
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FEATURED IN
PRIMECAP MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kuohsin K. Chen | Chief Compliance Officer | October-2004 |
| Mitchell J. Milias | Chairman Emeritus | September-1983 |
| Theofanis A. Kolokotrones | Chairman | September-1983 |
| Joel P. Fried | President | July-1986 |
| Alfred W. Mordecai | Executive Vice President | August-1997 |
| Mohammed M. Ansari | Executive Vice President | July-2000 |
PRIMECAP MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PRIMECAP MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
PRIMECAP Management Company utilizes fundamental research and bottom-up stock picking to construct portfolios. All portfolios are built with the best ideas of each of the managers within the multi-counselor investment process. The main sources of information for research purposes include financial publications, inspections of corporate activities, research materials by others such as sellside analysts, companies' annual reports and any related filings and press releases, meetings with
executives of companies and their suppliers, competitors, customers, etc. The strategy does not employ short sales or margin transactions, or does it permit investments in derivatives or currency hedging.
PRIMECAP recognizes that there is always a risk of loss in its investments. The following summarizes primary risks of a portfolio:
1) Stock market risk is the possibility that overall stock prices will ...
Unlock Full Investment Process Description
PRIMECAP Management Company utilizes fundamental research and bottom-up stock picking to construct portfolios. All portfolios are built with the best ideas of each of the managers within the multi-counselor investment process. The main sources of information for research purposes include financial publications, inspections of corporate activities, research materials by others such as sellside analysts, companies' annual reports and any related filings and press releases, meetings with
executives of companies and their suppliers, competitors, customers, etc. The strategy does not employ short sales or margin transactions, or does it permit investments in derivatives or currency hedging.
PRIMECAP recognizes that there is always a risk of loss in its investments. The following summarizes primary risks of a portfolio:
1) Stock market risk is the possibility that overall stock prices will ...
Unlock Full Investment Process Description
PRIMECAP MANAGEMENT Portfolio Concentration
PRIMECAP MANAGEMENT Location
225 SOUTH LAKE AVE STE 400
PASADENA, California
UNITED STATES, 91101-3005
PASADENA, California
UNITED STATES, 91101-3005
PRIMECAP MANAGEMENT Contact Information
Phone Number: 626-304-9222
Fax Number: 626-577-1741
Website: http://www.primecapmanagement.com
Fax Number: 626-577-1741
Website: http://www.primecapmanagement.com
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