PRIMECAP Management

PRIMECAP Management

Last Update: 04-10-2018

Number of Stocks: 286
Number of New Stocks: 14

Total Value: $130,307 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 (%)
201729.5121.717.8
201610.6311.96-1.3
20152.581.381.2
3-Year Cumulative47 (13.7%/year)38.1 (11.4%/year)8.9 (2.3%/year)
201418.7213.695.0
201339.7332.397.3
5-Year Cumulative143.8 (19.5%/year)107.9 (15.8%/year)35.9 (3.7%/year)
201215.2716-0.7
201102.11-2.1
201012.8915.06-2.2
200934.4526.468.0
2008-32.41-374.6
10-Year Cumulative188.3 (11.2%/year)125.8 (8.5%/year)62.5 (2.7%/year)
200711.495.496.0
200612.315.79-3.5
20058.494.913.6
200418.3110.887.4
200337.7528.689.1
15-Year Cumulative538.2 (13.2%/year)312.8 (9.9%/year)225.4 (3.3%/year)
2002-24.56-22.1-2.5
2001-13.35-11.89-1.5
20004.47-9.113.6
199941.3421.0420.3
199825.4128.58-3.2
20-Year Cumulative672.6 (10.8%/year)300.8 (7.2%/year)371.8 (3.6%/year)
199736.8333.363.5
199618.3122.96-4.6
199535.4837.58-2.1
199411.411.3210.1
199318.0310.088.0
25-Year Cumulative2128.1 (13.2%/year)908.6 (9.7%/year)1219.5 (3.5%/year)
19928.997.621.4
199133.1430.472.7
1990-2.81-3.10.3
198921.5831.69-10.1
198814.6816.61-1.9
30-Year Cumulative4281.3 (13.4%/year)2007.3 (10.7%/year)2274 (2.7%/year)
1987-2.255.1-7.3
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 Boosts Stake in Whirlpool and comScore Guru real-time pick highlights
California-based PRIMECAP Management (Trades, Portfolio) manages three fund portfolios: the Odyssey Stock Fund (POSKX), the Odyssey Growth Fund (POGRX) and the Odyssey Aggressive Growth Fund (POAGX). On Tuesday, the firm disclosed it increased its position in Whirlpool Corp. (NYSE:WHR) and comScore Inc. (SCOR). Read more...
Edward Owens Buys Abbott Labs, Sells Allergan, Amgen, Aetna Vanguard Health Care Fund's largest 1st-quarter trades
Edward Owens has managed the Vanguard Health Care Fund (Trades, Portfolio) since its inception in May 1984. It invests primarily in health care companies. Read more...
The 4 Principles That Drive PRIMECAP The firm has delivered above-average results with fundamental research, undiscovered value and more
Three colleagues left an established fund management company in the mid-1980s determined to set up their own firm, PRIMECAP Management (Trades, Portfolio) Co., which they would run their own way. Read more...
Ulta Soars on Beautiful 4th-Quarter Earnings Company maintains strong business quality for 2018
On March 15, Ulta Beauty Inc. (NASDAQ:ULTA) said fourth-quarter net sales increased 22.6% year over year, completing another year of strong sales and earnings growth. Read more...
» More PRIMECAP Management Articles

Commentaries and Stories

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Ross Stores: Off-Price, but Not Off Course A retailer that thrives, despite Amazon.com and a host of other online challengers PRIMECAP Management, Pioneer Investments, David Ro - Ross Stores: Off-Price, But Not Off Course
Its stores will never win any prizes for décor or anything else important to brick-and-mortar retailers, but Ross Stores Inc. (NASDAQ:ROST) has won the loyalty of its moderate- and low-income customers. More...

ROSS STORES INC, ROSS, ROSS DRESS FOR LESS, DD'S DISCOUNTS, OFF-PRICE, DISCOUNT, RETAIL, BRICKS AND MORTAR, STRATEGY, MACPHERSON MODEL, FINANCIAL STRENGTH, COMPETITIVE ADVANTAGE, MOAT, ROC, ROTE, ROA,


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Primecap Management Boosts Stake in Whirlpool and comScore Guru real-time pick highlights PRIMECAP Management - Primecap Management Boosts Stake In Whirlpool And ComScore
California-based PRIMECAP Management (Trades, Portfolio) manages three fund portfolios: the Odyssey Stock Fund (POSKX), the Odyssey Growth Fund (POGRX) and the Odyssey Aggressive Growth Fund (POAGX). On Tuesday, the firm disclosed it increased its position in Whirlpool Corp. (NYSE:WHR) and comScore Inc. (SCOR). More...

PRIMECAP MANAGEMENT


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6 Stocks With Negative Performances Vista Outdoor among companies with falling stock prices and returns PRIMECAP Management,Tweedy Browne - 6 Stocks With Negative Performances
While gurus hold positions in these companies, the stock price and returns continue to fall. These are the worst-performing stocks over the past three months with a long-term presence in at least four gurus’ portfolios. More...

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Ulta Soars on Beautiful 4th-Quarter Earnings Company maintains strong business quality for 2018 Louis Moore Bacon,PRIMECAP Management - Ulta Soars On Beautiful 4th-Quarter Earnings
On March 15, Ulta Beauty Inc. (NASDAQ:ULTA) said fourth-quarter net sales increased 22.6% year over year, completing another year of strong sales and earnings growth. More...

WARREN BUFFETT, LOUIS MOORE BACON, PRIMECAP MANAGEMENT


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Mason Hawkins Sells T. Rowe Price, Alphabet, FedEx Southeastern's largest sales of the 4th quarter PRIMECAP Management,Dodge & Cox - Mason Hawkins Sells T. Rowe Price, Alphabet, FedEx
Mason Hawkins (Trades, Portfolio) is the  chief executive officer and founder of Southeastern Asset Management. His firm sold shares of the following stocks during the fourth quarter. More...

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Primecap Management's Biggest New 4th Quarter Buys Secretive, market-beating firm releases portfolio Primecap Management - Primecap Management's Biggest New 4th Quarter Buys
Primecap Management, a media-shy firm with strong returns, purchased 14 new stocks in the fourth quarter, it reported Tuesday. More...

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6 Stocks Beating the S&P 500 Alibaba tops the list of stocks that outperformed the benchmark over the past year PRIMECAP Management,Dodge & Cox - 6 Stocks Beating The S&P 500
According to the GuruFocus All-in-One Guru Screener, the following stocks have outperformed the Standard & Poor's 500 Index over the past 12 months and were bought by gurus in the last quarter. More...

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Shutterfly Flits Higher on Lifetouch Acquisition Company expands into school photography PRIMECAP Management, Ron Baron, Mario Cibelli, Jim - Shutterfly Flits Higher On Lifetouch Acquisition
Online stationary retailer Shutterly Inc. (NASDAQ:SFLY) announced Tuesday afternoon it is buying privately held Lifetouch Inc. for $825 million in cash, expanding its business into school photography. More...

SHUTTERFLY, ACQUISITION, LIFETOUCH, PHOTOGRAPHY


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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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