Marsico Capital Management

Latest statistics and disclosures from Marsico Capital Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Marsico Capital Management

Companies in the Marsico Capital Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 8.47 101.11k +5% 1949.72
Microsoft Corporation (MSFT) 8.09 1.19M +50% 157.71
Visa (V) 6.43 928.46k -18% 161.12
Facebook Inc cl a (FB) 5.59 780.29k -16% 166.80
Crown Castle Intl (CCI) 5.59 900.86k 144.40
Paypal Holdings (PYPL) 5.51 1.34M -2% 95.74
salesforce (CRM) 5.22 844.88k -14% 143.98
S&p Global (SPGI) 4.85 461.05k -18% 245.05
Adobe Systems Incorporated (ADBE) 4.57 334.11k -13% 318.24
Apple (AAPL) 4.04 369.57k -7% 254.29
NVIDIA Corporation (NVDA) 3.06 270.62k -7% 263.60
Alphabet Inc Class A cs (GOOGL) 2.87 57.52k +47% 1161.95
Tesla Motors (TSLA) 2.76 122.64k NEW 524.00
Sherwin-Williams Company (SHW) 2.68 135.82k -2% 459.52
Lockheed Martin Corporation (LMT) 2.34 161.06k -2% 338.95
Ball Corporation (BLL) 1.85 664.44k +101% 64.66
Danaher Corporation (DHR) 1.72 289.22k 138.41
Servicenow (NOW) 1.61 130.50k +68% 286.58
Alibaba Group Holding Ltd Spon (BABA) 1.59 190.19k +14% 194.48
Lam Research Corporation (LRCX) 1.53 148.71k +397% 240.00
Starbucks Corporation (SBUX) 1.49 528.88k NEW 65.74
Chipotle Mexican Grill (CMG) 1.35 47.94k NEW 654.39
Nike (NKE) 1.31 369.64k -12% 82.74
Lululemon Athletica (LULU) 1.26 155.02k NEW 189.55
Square Inc cl a (SQ) 1.25 555.37k +1081% 52.38
McDonald's Corporation (MCD) 1.25 175.62k -30% 165.35
Intuitive Surgical (ISRG) 0.72 33.96k -58% 495.20
Asml Holding (ASML) 0.70 61.88k -14% 261.64
Atlassian Corp Plc cl a (TEAM) 0.62 105.05k +24% 137.26
Twilio Inc cl a (TWLO) 0.58 150.27k +16% 89.49
Digital Realty Trust (DLR) 0.48 80.53k NEW 138.91
Fidelity National Information Services (FIS) 0.44 83.91k -39% 121.63
Shopify Inc cl a (SHOP) 0.35 19.44k NEW 416.91
MasterCard Incorporated (MA) 0.35 33.49k NEW 241.56
Mettler-Toledo International (MTD) 0.34 11.55k NEW 690.51
CoStar (CSGP) 0.33 13.19k 587.22
Zoetis Inc Cl A (ZTS) 0.33 65.58k 117.69
Teleflex Incorporated (TFX) 0.28 22.53k -5% 292.85
Global Payments (GPN) 0.27 44.03k NEW 144.22
L3harris Technologies (LHX) 0.26 33.39k 180.11
Burlington Stores (BURL) 0.26 37.94k -9% 158.46
Uber Technologies (UBER) 0.24 196.29k NEW 27.92
Cooper Companies (COO) 0.23 19.47k 275.65
Sba Communications Corp (SBAC) 0.23 19.86k -24% 269.99
Snap Inc cl a (SNAP) 0.22 438.13k -68% 11.89
Ametek (AME) 0.22 70.99k -17% 72.01
Vulcan Materials Company (VMC) 0.21 45.67k 108.08
Verisk Analytics (VRSK) 0.20 33.69k -12% 139.39
IDEXX Laboratories (IDXX) 0.20 19.09k 242.25
Cognex Corporation (CGNX) 0.20 109.35k 42.22
Novanta (NOVT) 0.20 57.73k 79.88
Guidewire Software (GWRE) 0.20 57.67k 79.31
RealPage (RP) 0.19 84.97k -20% 52.93
Msci (MSCI) 0.18 14.89k +84% 288.96
First Republic Bank/san F (FRC) 0.18 51.04k 82.29
Ptc (PTC) 0.16 62.05k 61.21
Okta Inc cl a (OKTA) 0.16 29.83k NEW 122.26
Microchip Technology (MCHP) 0.16 53.32k -27% 67.80
Dex (DXCM) 0.15 13.18k +43% 269.28
Wright Express (WEX) 0.15 32.37k +11% 104.55
Servicemaster Global (SERV) 0.14 122.35k 27.00
HEICO Corporation (HEI) 0.14 43.51k 74.60
Marvell Technology Group (MRVL) 0.12 127.20k +18% 22.63
Netflix (NFLX) 0.12 7.41k NEW 375.51
Amphenol Corporation (APH) 0.11 36.07k NEW 72.88
Bright Horizons Fam Sol In D (BFAM) 0.11 24.25k +158% 102.02
Ollies Bargain Outlt Hldgs I (OLLI) 0.10 51.48k -64% 46.35
Ringcentral (RNG) 0.10 11.12k NEW 211.92
Hilton Worldwide Holdings (HLT) 0.09 31.82k NEW 68.23
Lyft (LYFT) 0.08 73.61k +149% 26.86
Frontdoor (FTDR) 0.08 56.42k 34.77
EXACT Sciences Corporation (EXAS) 0.08 33.02k 58.00
Centene Corporation (CNC) 0.07 29.08k NEW 59.43
Floor & Decor Hldgs Inc cl a (FND) 0.07 48.65k 32.09
Insulet Corporation (PODD) 0.07 9.27k NEW 165.71
Pagseguro Digital Ltd-cl A (PAGS) 0.06 69.47k +40% 19.33
HDFC Bank (HDB) 0.05 27.68k -5% 38.48
Avantor (AVTR) 0.04 81.17k 12.49
Gw Pharmaceuticals Plc ads (GWPH) 0.03 8.86k -47% 87.61
Nxp Semiconductors N V (NXPI) 0.03 8.96k -91% 82.92
Ryanair Holdings (RYAAY) 0.02 7.42k -76% 53.09
Sea Ltd Adr Isin Us81141r1005 (SE) 0.02 8.15k NEW 44.27

Past Filings by Marsico Capital Management

View past SEC 13F filings by Marsico Capital Management

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