Marsico Capital Management

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

Companies in the Marsico Capital Management portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Visa (V) 8.15 1.22M -3% 172.01
Amazon (AMZN) 7.01 103543 -4% 1735.91
Facebook Inc cl a 6.98 1.01M 178.08
salesforce (CRM) 6.19 1.07M 148.44
Paypal Holdings 6.09 1.51M -4% 103.59
Boeing Company (BA) 5.60 377436 +140% 380.47
S&p Global 5.07 530683 +86% 244.98
Crown Castle Intl 4.99 921281 +1167% 139.01
Microsoft Corporation (MSFT) 4.46 822201 +26% 139.03
Apple (AAPL) 3.67 419826 -14% 223.97
Sherwin-Williams Company (SHW) 3.29 153516 -56% 549.87
Alibaba Group Holding Ltd Spon 3.01 462076 -56% 167.23
Lockheed Martin Corporation (LMT) 2.60 170791 -23% 390.06
McDonald's Corporation (MCD) 2.24 267976 214.71
NVIDIA Corporation (NVDA) 2.03 299774 -51% 174.07
Alphabet Inc Class A cs 1.90 39831 -75% 1221.13
Adobe Systems Incorporated (ADBE) 1.88 174157 276.25
Marriott International (MAR) 1.87 386656 124.37
Intuitive Surgical (ISRG) 1.81 86155 -36% 539.93
Danaher Corporation (DHR) 1.67 296910 +1289% 144.43
Interxion Holding N.v shs 1.30 410825 +7% 81.46
UnitedHealth (UNH) 1.29 152262 -29% 217.32
NIKE (NKE) 1.17 318641 NEW 93.92
Intercontinentalexchange 1.12 311103 92.27
Ball Corporation (BLL) 0.93 328878 +237% 72.81
Asml Holding N.v. 0.72 74035 -2% 248.42
Snap Inc cl a 0.72 1.17M +904% 15.80
Fidelity National Information Services (FIS) 0.71 137379 NEW 132.76
AT&T; (T) 0.56 381011 NEW 37.84
Atlassian Corp Plc cl a 0.41 84579 -31% 125.44
Zoetis Inc Cl A 0.39 80204 -19% 124.59
Servicenow 0.38 38773 +84% 253.86
CoStar (CSGP) 0.35 14975 -13% 593.19
Servicemaster Global 0.35 161487 +102% 55.90
Burlington Stores 0.33 41876 -14% 199.83
Ollies Bargain Outlt Hldgs I 0.33 145979 +172% 58.64
Teleflex Incorporated (TFX) 0.32 23854 339.73
Gartner (IT) 0.31 55340 +38% 142.99
AMETEK (AME) 0.31 86491 91.82
Guidewire Software 0.30 73203 +31% 105.38
TJX Companies (TJX) 0.29 134791 NEW 55.74
Gw Pharmaceuticals Plc ads 0.28 62537 -15% 115.04
Vulcan Materials Company (VMC) 0.27 45671 151.23
Lam Research Corporation (LRCX) 0.27 29909 231.10
RealPage (RP) 0.27 111143 +30% 62.86
L3harris Technologies Inc Com stock 0.27 33391 NEW 208.65
O'reilly Automotive Inc 0.26 16990 398.53
Microchip Technology (MCHP) 0.25 69108 +40% 92.91
Sba Communications Corp Com stock 0.25 26187 -23% 241.15
Verisk Analytics (VRSK) 0.24 38685 -17% 158.15
Take-Two Interactive Software (TTWO) 0.23 46982 NEW 125.35
Wright Express 0.23 29151 NEW 202.09
Constellation Brands (STZ) 0.22 27069 207.29
Cooper Companies (COO) 0.21 18355 296.98
HEICO Corporation (HEI) 0.21 43510 124.89
IDEXX Laboratories (IDXX) 0.20 19088 271.95
Cognex Corporation (CGNX) 0.20 103768 49.13
Broadridge Financial Solutions (BR) 0.19 39343 -26% 124.42
A. O. Smith Corporation (AOS) 0.19 102151 47.71
First Republic Bank/san F 0.19 51040 96.71
Ptc 0.19 69722 -8% 68.19
ResMed (RMD) 0.18 34911 +43% 135.12
Novanta 0.17 54344 +14% 81.72
Vail Resorts (MTN) 0.16 17643 227.57
Genesee & Wyoming (GWR) 0.16 37657 110.50
Livanova Plc Ord 0.15 51466 +28% 73.80
Norwegian Cruise Line Hldgs shs 0.14 71572 -22% 51.77
Signature Bank (SBNY) 0.13 28010 119.21
Elanco Animal Health Inc 0.13 122242 -12% 26.59
Square Inc cl a 0.11 46993 NEW 61.95
Frontdoor Inc 0.11 56422 +41% 48.56
Under Armour (UA) 0.10 123367 19.94
ABIOMED (ABMD) 0.10 13935 +13% 177.90
Floor & Decor Hldgs Inc cl a 0.10 48648 NEW 51.14
EXACT Sciences Corporation (EXAS) 0.09 26614 90.37
Twilio Inc cl a 0.09 21108 NEW 109.96
Ryanair Holdings 0.08 31119 -47% 66.39
MSCI (MSCI) 0.07 8048 217.69
HDFC Bank (HDB) 0.07 33144 +58% 57.05
Qiagen Nv 0.05 40200 -27% 32.96
Makemytrip Limited Mauritius shs 0.04 47723 +16% 22.69
Pagseguro Digital Ltd-cl A 0.04 19712 -69% 46.32
Smiledirectclub Inc 0.01 20000 NEW 13.90

Past 13F-HR SEC Filings by Marsico Capital Management

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