MARSICO CAPITAL MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, MARSICO CAPITAL MANAGEMENT LLC held in its portfolio 75 assets valued at $3,592,066,506 (i.e. $3.59B).
The most valuable assets in the portfolio included: MICROSOFT CORP ($251.34M), NVIDIA CORPORATION ($218.67M), and AMAZON COM INC ($201.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 75 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MARSICO CAPITAL MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 519709 | 251341667 | COM |
| NVIDIA CORPORATION | 1172494 | 218670131 | COM |
| AMAZON COM INC | 874730 | 201905179 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 648181 | 196975724 | SPONSORED ADS |
| APPLE INC | 710035 | 193030115 | COM |
| GE VERNOVA INC | 290724 | 190008485 | COM |
| GE AEROSPACE | 604907 | 186329503 | COM NEW |
| META PLATFORMS INC | 253002 | 167004090 | CL A |
| ALPHABET INC | 490547 | 153541211 | CAP STK CL A |
| GOLDMAN SACHS GROUP INC | 141287 | 124191273 | COM |
| NETFLIX INC | 1268446 | 118929497 | COM |
| APPLOVIN CORP | 175938 | 118550543 | COM CL A |
| BOEING CO | 545258 | 118386417 | COM |
| COSTCO WHSL CORP NEW | 127710 | 110129441 | COM |
| JPMORGAN CHASE & CO. | 303588 | 97822125 | COM |
| CITIGROUP INC | 836729 | 97637907 | COM NEW |
| TESLA INC | 209449 | 94193404 | COM |
| ASML HOLDING N V | 86591 | 92640247 | N Y REGISTRY SHS |
| INTUITIVE SURGICAL INC | 114937 | 65095719 | COM NEW |
| VISA INC | 152121 | 53350356 | COM CL A |
| KLA CORP | 37298 | 45320054 | COM NEW |
| MASTERCARD INCORPORATED | 66369 | 37888735 | CL A |
| HEICO CORP NEW | 99287 | 32128280 | COM |
| CBRE GROUP INC | 193503 | 31113347 | CL A |
| SAP SE | 118834 | 28865967 | SPON ADR |
| AMPHENOL CORP NEW | 198781 | 26863264 | CL A |
| TKO GROUP HOLDINGS INC | 127337 | 26613433 | CL A |
| UNITY SOFTWARE INC | 530693 | 23440710 | COM |
| UNITED AIRLS HLDGS INC | 172692 | 19310419 | COM |
| BROADCOM INC | 55617 | 19249044 | COM |
| VSE CORP | 105733 | 18267490 | COM |
| IMAX CORP | 491048 | 18149134 | COM |
| ROLLINS INC | 298075 | 17890461 | COM |
| REVOLUTION MEDICINES INC | 219460 | 17479989 | COM |
| EVERCORE INC | 50839 | 17297970 | CLASS A |
| ROBLOX CORP | 188150 | 15245794 | CL A |
| CINTAS CORP | 79932 | 15032811 | COM |
| AAR CORP | 180458 | 14940118 | COM |
| COCA-COLA EUROPACIFIC PARTNE | 163837 | 14860016 | SHS |
| ALIGNMENT HEALTHCARE INC | 713341 | 14088485 | COM |
| CHIPOTLE MEXICAN GRILL INC | 380677 | 14085049 | COM |
| SPOTIFY TECHNOLOGY S A | 23879 | 13866774 | SHS |
| CENTRUS ENERGY CORP | 55057 | 13365637 | CL A |
| BURLINGTON STORES INC | 44242 | 12779302 | COM |
| OREILLY AUTOMOTIVE INC | 136140 | 12417329 | COM |
| MARTIN MARIETTA MATLS INC | 19533 | 12162418 | COM |
| CLEAR SECURE INC | 324241 | 11374374 | COM CL A |
| UNITED RENTALS INC | 13994 | 11325624 | COM |
| DOORDASH INC | 49953 | 11313355 | CL A |
| SHERWIN WILLIAMS CO | 34558 | 11197829 | COM |
| TEXAS ROADHOUSE INC | 66462 | 11032692 | COM |
| FERGUSON ENTERPRISES INC | 49487 | 11017291 | COMMON STOCK NEW |
| DISNEY WALT CO | 88607 | 10080818 | COM |
| PALANTIR TECHNOLOGIES INC | 56222 | 9993460 | CL A |
| AMETEK INC | 48635 | 9985252 | COM |
| ELI LILLY & CO | 8685 | 9333596 | COM |
| ULTA BEAUTY INC | 14862 | 8991659 | COM |
| MOODYS CORP | 17177 | 8774870 | COM |
| ACUSHNET HLDGS CORP | 100319 | 8007463 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 29582 | 7573879 | COM |
| MACOM TECH SOLUTIONS HLDGS I | 43726 | 7489389 | COM |
| RYANAIR HOLDINGS PLC | 97164 | 7014269 | SPONSORED ADR |
| SHOPIFY INC | 42818 | 6892413 | CL A SUB VTG SHS |
| FIVE BELOW INC | 34158 | 6434001 | COM |
| SERVICETITAN INC | 54979 | 5855263 | SHS CL A |
| SNAP INC | 696442 | 5620287 | CL A |
| TEVA PHARMACEUTICAL INDS LTD | 173075 | 5401671 | SPONSORED ADS |
| WATSCO INC | 14415 | 4857134 | COM |
| EVERUS CONSTR GROUP | 53142 | 4546830 | COM |
| SONY GROUP CORP | 144018 | 3686861 | SPONSORED ADR |
| C H ROBINSON WORLDWIDE INC | 19000 | 3054440 | COM NEW |
| RYAN SPECIALTY HOLDINGS INC | 58302 | 3010132 | CL A |
| AMERICAN EXPRESS CO | 7652 | 2830857 | COM |
| LINDE PLC | 6342 | 2704165 | SHS |
| WALMART INC | 1899 | 211568 | COM |
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