PRIMECAP Management

PRIMECAP Management

Last Update: 01-05-2018

Number of Stocks: 279
Number of New Stocks: 7

Total Value: $120,820 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

PRIMECAP Management' s Profile & Performance

Profile

PRIMECAP Management Company was founded in September 1983 in Pasadena, California. It manages Vanguard’s PRIMECAP Fund, Vanguard Capital Opportunity Fund, and Vanguard PRIMECAP Core Fund. It also manages PRIMECAP ODYSSEY FUNDS. PRIMECAP was founded by Chairman and Chief Investment Officer HOWARD B. SCHOW, Vice Chairman MITCHELL J. MILIAS, and President THEO A. KOLOKOTRONES.

Web Page:http://www.primecapmanagement.com/

Investing Philosophy

PRIMECAP team evaluates securities based on their outlook over a three to five year time horizon, with the intention of holding them considerably longer if their fundamentals warrant it. They believe successful investment decisions rests in correctly appraising the relationship between the fundamental value of a company and the market price of its stock. A company may be valuable because of its free cash flow, its assets, or both; however, a company will be a superior investment only if it is purchased at the right price. PRIMECAP only invest their highest conviction ideas.

Total Holding History

Performance of Vanguard Primcap Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201610.6311.96-1.3
20152.581.381.2
201418.7213.695.0
3-Year Cumulative34.7 (10.4%/year)29 (8.9%/year)5.7 (1.5%/year)
201339.7332.397.3
201215.2716-0.7
5-Year Cumulative117 (16.8%/year)98.2 (14.7%/year)18.8 (2.1%/year)
201102.11-2.1
201012.8915.06-2.2
200934.4526.468.0
2008-32.41-374.6
200711.495.496.0
10-Year Cumulative148.2 (9.5%/year)95.7 (6.9%/year)52.5 (2.6%/year)
200612.315.79-3.5
20058.494.913.6
200418.3110.887.4
200337.7528.689.1
2002-24.56-22.1-2.5
15-Year Cumulative271.8 (9.1%/year)164.2 (6.7%/year)107.6 (2.4%/year)
2001-13.35-11.89-1.5
20004.47-9.113.6
199941.3421.0420.3
199825.4128.58-3.2
199736.8333.363.5
20-Year Cumulative716.2 (11.1%/year)339.2 (7.7%/year)377 (3.4%/year)
199618.3122.96-4.6
199535.4837.58-2.1
199411.411.3210.1
199318.0310.088.0
19928.997.621.4
25-Year Cumulative1775.1 (12.4%/year)791.8 (9.1%/year)983.3 (3.3%/year)
199133.1430.472.7
1990-2.81-3.10.3
198921.5831.69-10.1
198814.6816.61-1.9
1987-2.255.1-7.3
30-Year Cumulative3206.9 (12.4%/year)1719.7 (10.2%/year)1487.2 (2.2%/year)
198623.5118.64.9
198535.6631.64.1

Top Ranked Articles

A Fund That Bought Tesla for Less Than $30 a Share Up almost 500%, this adviser identified Tesla's value early
Primecap Management Company is an under-the-radar adviser that doesn’t talk to the media. But it did something no other tracked fund did: it bought Tesla for less than $30 a share in 2011 and hung on to it through the stock’s explosion this year. That’s an estimated gain of 469%. Read more...
Primecap Management Buys Alkermes Biopharma Market-beating, media-shy firm picks biopharma with several drugs in final stages of approval
Index-beating firm Primecap Management disclosed today that it boosted its position in Alkermes Plc (NASDAQ:ALKS), a biopharmaceutical company, by 33.11% on Nov. 20. Read more...
Charles Schwab Falls on Revenue Miss Company beat earnings expectations
Brokerage company The Charles Schwab Corp. (NYSE:SCHW) reported its results for the third quarter before the opening bell on Oct. 16. Read more...
Beating the Benchmark: American Airlines, Apple Stocks that outperformed the S&P 500 over the past year
According to GuruFocus' All-In-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. Read more...
Diamond Hill Sells Apple, IBM, Cisco The company's largest 1st-quarter sales
Diamond Hill Capital (Trades, Portfolio) is a registered investment adviser based in Columbus, Ohio. It manages a portfolio composed of 166 stocks with a total value of $17.860 billion. During the first quarter the guru bought shares in the following stocks: Read more...
» More PRIMECAP Management Articles

Commentaries and Stories

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5 Undervalued Stocks With Growing Earnings Companies increasing their profitability Ruane Cunniff,PRIMECAP Management - 5 Undervalued Stocks With Growing Earnings
Companies growing their earnings per share are often good investments as they can return a solid profit to investors. According to the discount cash flow calculator, the following undervalued companies have grown their earnings over a five-year period. More...

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Primecap Management's 2017 Annual Letter for Odyssey Funds Market-beating, media-shy investors report on year Primecap Management - Primecap Management's 2017 Annual Letter For Odyssey Funds
Dear Fellow Shareholders, More...

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Primecap Management Keeps Buying Alkermes Fund quietly racks up 32% returns, makes outsized health care weighting Primecap Management - Primecap Management Keeps Buying Alkermes
A media-shy firm that beat the roaring 2017 market increased its position in global biopharma Alkermes PLC (NASDAQ:ALKS) on Dec. 31. More...

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6 Stocks That Are Outperforming the Market Accenture, Adove among companies that have beated the S&P 500 over the past year PRIMECAP Management,Jim Simons - 6 Stocks That Are Outperforming The Market
According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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7 Quality Stocks in Gurus' Portfolios Aetna, Alibaba are on the list PRIMECAP Management,Vanguard Health Care Fund - 7 Quality Stocks In Gurus' Portfolios
According to the GuruFocus All-in-One Screener, the following stocks have high business predictability ratings and positive total returns since the beginning of the year. More...

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6 Stocks Beating the Market Apple, Alcoa among companies that have outperformed the S&P 500 over the past year PRIMECAP Management,First Pacific Advisors - 6 Stocks Beating The Market
Agilent Technologies Inc. (NYSE:A) has a market cap of $21.46 billion. It has outperformed the S&P 500 Index by 27.7% over the past 12 months. More...

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Primecap Management Buys Alkermes Biopharma Market-beating, media-shy firm picks biopharma with several drugs in final stages of approval Primecap Management - Primecap Management Buys Alkermes Biopharma
Index-beating firm Primecap Management disclosed today that it boosted its position in Alkermes Plc (NASDAQ:ALKS), a biopharmaceutical company, by 33.11% on Nov. 20. More...

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Lone Pine Capital Sells Alibaba, Fleetcor, Exits Symantec Steve Mandel’s largest 3rd-quarter sales PRIMECAP Management,Pioneer Investments - Lone Pine Capital Sells Alibaba, Fleetcor, Exits Symantec
Lone Pine Capital was founded in 1997 and is managed by Stephen Mandel. The fund reported solid returns in the last year. The performance from March 2016 to March 2017 was a 29% gain. In a recent letter to investors, Mandel announced that he will leave the day-to-day portfolio management in January 2019, when Mala Gaonkar and Kelly Granat will succeed him. The following stocks were sold during the third quarter. More...

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Disappointing Outlook Drags eBay Down Company posts in-line earnings, revenue beat PRIMECAP Management,Larry Robbins,Pioneer Investme - Disappointing Outlook Drags EBay Down
E-commerce company eBay Inc. (NASDAQ:EBAY) reported its third-quarter results after the market closed on Oct. 18. More...

EBAY, EARNINGS, 3Q, BEAT, DECLINE


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Charles Schwab Falls on Revenue Miss Company beat earnings expectations Dodge & Cox,PRIMECAP Management,Frank Sands,Ruane  - Charles Schwab Falls On Revenue Miss
Brokerage company The Charles Schwab Corp. (NYSE:SCHW) reported its results for the third quarter before the opening bell on Oct. 16. More...

CHARLES SCHWAB, EARNINGS, 3Q, BEAT, MISS


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Primecap Management Boosts Stake in Hewlett Packard as Stock Sinks Hewlett incurs excess costs as it moves away from software Primecap Management - Primecap Management Boosts Stake In Hewlett Packard As Stock Sinks
Quiet value-investing firm Primecap Management on Sept. 30 boosted its stake in IT services company Hewlett Packard Enterprises (NYSE:HPE), a stock that slumped more than a third year to date, to 5.58%. More...

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6 Stocks Beating the Benchmark Adobe, Autodesk among companies that outperformed the S&P 500 over the past year PRIMECAP Management, Richard Pzena, Richard Snow,  - 6 Stocks Beating The Benchmark
According to GuruFocus' All-In-One Guru Screener, the following stocks have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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6 Undervalued Stocks With Rising Book Values These companies have grown their book values over the past decade Sarah Ketterer, PRIMECAP Management, Private Capit - 6 Undervalued Stocks With Rising Book Values
The following companies have grown their book values per share (BV/S) over the last 10 years. More...

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Beating the Benchmark: American Airlines, Apple Stocks that outperformed the S&P 500 over the past year PRIMECAP Management,Vanguard Health Care Fund,Stev - Beating The Benchmark: American Airlines, Apple
According to GuruFocus' All-In-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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Carnival Cruises Higher on Earnings Beat Effects from hurricanes expected to impact 4th-quarter earnings PRIMECAP Management,Ken Fisher,Louis Moore Bacon,C - Carnival Cruises Higher On Earnings Beat
Cruise line Carnival Corp. (NYSE:CCL) reported its earnings for the third quarter before the opening bell on Sept. 26. More...

CARNIVAL, EARNINGS, 3Q, BEAT, HURRICANES


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Chris Davis Keeps Buying Intel, Ctrip.com, Novartis The guru bought these stocks in the last 2 quarters Chris Davis,PRIMECAP Management,Ken Fisher,Bill Ny - Chris Davis Keeps Buying Intel, Ctrip.com, Novartis
Chris Davis (Trades, Portfolio) is the portfolio manager of Davis Financial Fund. In both the first and second quarters the guru bought shares in the following stocks: More...

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PRIMECAP Bets on Barbie Investment firm takes stake in popular toy company PRIMECAP Management,T Rowe Price Equity Income Fun - PRIMECAP Bets On Barbie
PRIMECAP Management (Trades, Portfolio) established a 5.7% stake in Mattel Inc. (NASDAQ:MAT) on June 30, according to GuruFocus real-time picks. More...

PRIMECAP, BUY, MATTEL, BARBIE, TOYS


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BlackBerry Posts Surprise Profit in 1st Quarter Despite earnings beat, shares tumble due to revenue miss PRIMECAP Management,Prem Watsa,Jim Simons,First Ea - BlackBerry Posts Surprise Profit In 1st Quarter
Software company BlackBerry Ltd. (BBRY) (TSX:BB) reported its fiscal first-quarter 2018 earnings on June 23, posting an unexpected profit. More...

BLACKBERRY,Q1,2018,EARNINGS


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7 Stocks Trading Below the Peter Lynch Value Prices are rising, but stocks still offer margins of safety PRIMECAP Management,Donald Smith,Steven Cohen,Robe - 7 Stocks Trading Below The Peter Lynch Value
According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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7 Rising Stocks That Beat the Market These stocks are outperforming the Standard & Poor's 500 First Eagle Investment,PRIMECAP Management,First P - 7 Rising Stocks That Beat The Market
According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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