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 51–75 of 75
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TXRH | TEXAS ROADHOUSE INC | 66K | $1M+ | SH |
| FERG | FERGUSON ENTERPRISES INC | 49K | $1M+ | SH |
| DIS | DISNEY WALT CO | 89K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 56K | $1M+ | SH |
| AME | AMETEK INC | 49K | $1M+ | SH |
| LLY | ELI LILLY & CO | 9K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 15K | $1M+ | SH |
| MCO | MOODYS CORP | 17K | $1M+ | SH |
| GOLF | ACUSHNET HLDGS CORP | 100K | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 30K | $1M+ | SH |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 44K | $1M+ | SH |
| RYAAY | RYANAIR HOLDINGS PLC | 97K | $1M+ | SH |
| SHOP | SHOPIFY INC | 43K | $1M+ | SH |
| FIVE | FIVE BELOW INC | 34K | $1M+ | SH |
| TTAN | SERVICETITAN INC | 55K | $1M+ | SH |
| SNAP | SNAP INC | 696K | $1M+ | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 173K | $1M+ | SH |
| WSO | WATSCO INC | 14K | $1M+ | SH |
| ECG | EVERUS CONSTR GROUP | 53K | $1M+ | SH |
| SONY | SONY GROUP CORP | 144K | $1M+ | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 19K | $1M+ | SH |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 58K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 8K | $1M+ | SH |
| LIN | LINDE PLC | 6K | $1M+ | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |