Primecap Management Co
- Regulatory AUM
- $139B
- Discretionary
- $139B
- Clients
- 13
- Avg AUM / client
- $10.7B
- Accounts
- 18
- Employees
- 43
AUM over time
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Investments (13F portfolio — 320 positions, $127,010,591,624)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | COM | $8,483,436,050 | 9,223,432 | 6.68% | 6.09% |
| 2 | Micron Technology Inc | COM | $7,389,981,079 | 21,874,204 | 5.82% | 5.3% |
| 3 | Alphabet Inc | CAP STK CL A | $4,309,793,710 | 14,987,459 | 3.39% | 3.09% |
| 4 | Astrazeneca Plc | ORD | $3,592,107,490 | 18,213,708 | 2.83% | 2.58% |
| 5 | Kla Corp | COM NEW | $3,589,215,820 | 2,437,647 | 2.83% | 2.58% |
| 6 | Intel Corp | COM | $3,343,375,647 | 75,761,968 | 2.63% | 2.4% |
| 7 | Amgen Inc | COM | $3,122,362,289 | 8,874,129 | 2.46% | 2.24% |
| 8 | Nvidia Corporation | COM | $2,997,627,312 | 17,188,230 | 2.36% | 2.15% |
| 9 | Fedex Corp | COM | $2,957,366,459 | 8,303,010 | 2.33% | 2.12% |
| 10 | Biogen Inc | COM | $2,705,512,094 | 14,757,607 | 2.13% | 1.94% |
| 11 | Microsoft Corp | COM | $2,689,122,175 | 7,264,560 | 2.12% | 1.93% |
| 12 | Amazon Com Inc | COM | $2,521,532,807 | 12,107,038 | 1.99% | 1.81% |
| 13 | Alibaba Group Hldg Ltd | SPONSORED ADS | $2,348,901,765 | 18,722,316 | 1.85% | 1.69% |
| 14 | Tesla Inc | COM | $2,277,162,063 | 6,125,520 | 1.79% | 1.63% |
| 15 | Schwab Charles Corp | COM | $2,203,071,172 | 23,441,915 | 1.73% | 1.58% |
| 16 | Boston Scientific Corp | COM | $2,041,243,323 | 32,529,774 | 1.61% | 1.46% |
| 17 | Ross Stores Inc | COM | $1,986,503,598 | 9,170,030 | 1.56% | 1.43% |
| 18 | Texas Instrs Inc | COM | $1,874,376,272 | 9,654,766 | 1.48% | 1.35% |
| 19 | Southwest Airls Co | COM | $1,768,400,930 | 47,069,495 | 1.39% | 1.27% |
| 20 | Flextronics Intl Ltd | ORD | $1,661,600,508 | 25,383,448 | 1.31% | 1.19% |
| 21 | Alphabet Inc | CAP STK CL C | $1,641,100,244 | 5,720,910 | 1.29% | 1.18% |
| 22 | Tjx Cos Inc New | COM | $1,531,350,524 | 9,588,920 | 1.21% | 1.1% |
| 23 | Conocophillips | COM | $1,528,462,980 | 11,579,265 | 1.2% | 1.1% |
| 24 | Bristol Myers Squibb Co | COM | $1,515,349,351 | 24,985,149 | 1.19% | 1.09% |
| 25 | Beone Medicines Ltd | SPONSORED ADS | $1,477,479,502 | 4,975,181 | 1.16% | 1.06% |
Top 25 of 320 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $133B | 95.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $1.3B | 0.9% |
| Pension and profit sharing plans | 5 | $1.2B | 0.87% |
| Charitable organizations | 4 | $612M | 0.44% |
| Sovereign wealth funds and foreign official institutions | 1 | $2.8B | 2.01% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies Norfolk Southern Corporation | 2024 | |
| Rockwell Automation Pension Plan Rockwell Automation, Inc. | 2024 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marchetti, James, K | Executive Vice President | Sep 2005 (21y) | 5% – 10% | |
| Bucher, John, Raymond | Chief Operating Officer | Sep 2018 (8y) | Less than 5% | |
| Ottosen, Jennifer, Ann | Chief Compliance Officer | Mar 2020 (6y) | Less than 5% | |
| Molinelli, Gregory, Todd | Executive Vice President | Jan 2023 (4y) | 5% – 10% | |
| Ansari, Mohammed, Mohsin | Vice Chairman | Jun 2024 (2y) | 10% – 25% | |
| Fried, Joel, Paul | Chairman | Jun 2024 (2y) | 25% – 50% | |
| Kolokotrones, Theofanis, A | Chairman Emeritus | Jun 2024 (2y) | 10% – 25% | |
| Mordecai, Alfred, Winborne | President | Jun 2024 (2y) | 10% – 25% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies | Norfolk Southern Corporation | 4,771 | $2.5B | 01/01/2024 |
| Rockwell Automation Pension Plan | Rockwell Automation, Inc. | 1,841 | $1.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $4.0B (3% of AUM) Mar 2026
- State Street $2.0B (2% of AUM) Dec 2025
- BNY Mellon $981M (1% of AUM) Jul 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗