CIK 1055966
MARSICO CAPITAL MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
75
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 75
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 520K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 1.2M | $1M+ | SH |
| AMZN | AMAZON COM INC | 875K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 648K | $1M+ | SH |
| AAPL | APPLE INC | 710K | $1M+ | SH |
| GEV | GE VERNOVA INC | 291K | $1M+ | SH |
| GE | GE AEROSPACE | 605K | $1M+ | SH |
| META | META PLATFORMS INC | 253K | $1M+ | SH |
| GOOGL | ALPHABET INC | 491K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 141K | $1M+ | SH |
| NFLX | NETFLIX INC | 1.3M | $1M+ | SH |
| APP | APPLOVIN CORP | 176K | $1M+ | SH |
| BA | BOEING CO | 545K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 128K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 304K | $1M+ | SH |
| C | CITIGROUP INC | 837K | $1M+ | SH |
| TSLA | TESLA INC | 209K | $1M+ | SH |
| ASML | ASML HOLDING N V | 87K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 115K | $1M+ | SH |
| V | VISA INC | 152K | $1M+ | SH |
| KLAC | KLA CORP | 37K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 66K | $1M+ | SH |
| HEI | HEICO CORP NEW | 99K | $1M+ | SH |
| CBRE | CBRE GROUP INC | 194K | $1M+ | SH |
| SAP | SAP SE | 119K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 199K | $1M+ | SH |
| TKO | TKO GROUP HOLDINGS INC | 127K | $1M+ | SH |
| U | UNITY SOFTWARE INC | 531K | $1M+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 173K | $1M+ | SH |
| AVGO | BROADCOM INC | 56K | $1M+ | SH |
| VSEC | VSE CORP | 106K | $1M+ | SH |
| IMAX | IMAX CORP | 491K | $1M+ | SH |
| ROL | ROLLINS INC | 298K | $1M+ | SH |
| RVMD | REVOLUTION MEDICINES INC | 219K | $1M+ | SH |
| EVR | EVERCORE INC | 51K | $1M+ | SH |
| RBLX | ROBLOX CORP | 188K | $1M+ | SH |
| CTAS | CINTAS CORP | 80K | $1M+ | SH |
| AIR | AAR CORP | 180K | $1M+ | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 164K | $1M+ | SH |
| ALHC | ALIGNMENT HEALTHCARE INC | 713K | $1M+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 381K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 24K | $1M+ | SH |
| LEU | CENTRUS ENERGY CORP | 55K | $1M+ | SH |
| BURL | BURLINGTON STORES INC | 44K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 136K | $1M+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 20K | $1M+ | SH |
| YOU | CLEAR SECURE INC | 324K | $1M+ | SH |
| URI | UNITED RENTALS INC | 14K | $1M+ | SH |
| DASH | DOORDASH INC | 50K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 35K | $1M+ | SH |