Marsico Capital Management

Marsico Capital Management as of Dec. 31, 2024

Portfolio Holdings for Marsico Capital Management

Marsico Capital Management holds 66 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 8.4 $308M 1.4M 219.39
Microsoft Corporation (MSFT) 8.0 $294M 697k 421.50
Apple (AAPL) 7.8 $289M 1.2M 250.42
NVIDIA Corporation (NVDA) 7.3 $270M 2.0M 134.29
Meta Platforms Cl A (META) 6.5 $237M 405k 585.51
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 4.6 $171M 866k 197.49
Tesla Motors (TSLA) 3.8 $138M 342k 403.84
Ge Vernova (GEV) 3.7 $137M 416k 328.93
Chipotle Mexican Grill (CMG) 3.7 $135M 2.2M 60.30
Netflix (NFLX) 3.4 $124M 139k 891.32
Costco Wholesale Corporation (COST) 3.3 $121M 132k 916.27
Alphabet Cap Stk Cl A (GOOGL) 3.0 $111M 586k 189.30
Ge Aerospace Com New (GE) 3.0 $111M 664k 166.79
Synopsys (SNPS) 3.0 $110M 226k 485.36
Servicenow (NOW) 2.2 $79M 75k 1060.12
Spotify Technology S A SHS (SPOT) 2.1 $77M 172k 447.38
Asml Holding N V N Y Registry Shs (ASML) 1.9 $71M 102k 693.08
Goldman Sachs (GS) 1.9 $70M 123k 572.62
Applovin Corp Com Cl A (APP) 1.9 $69M 214k 323.83
Boeing Company (BA) 1.8 $67M 378k 177.00
Visa Com Cl A (V) 1.7 $63M 198k 316.04
Tko Group Holdings Cl A (TKO) 1.6 $59M 415k 142.11
Sherwin-Williams Company (SHW) 1.6 $58M 169k 339.93
Sap Se Spon Adr (SAP) 1.2 $43M 174k 246.21
JPMorgan Chase & Co. (JPM) 1.0 $37M 155k 239.71
Arm Holdings Sponsored Ads (ARM) 0.7 $27M 217k 123.36
HEICO Corporation (HEI) 0.7 $25M 106k 237.74
Ferrari Nv Ord (RACE) 0.7 $24M 57k 424.84
O'reilly Automotive (ORLY) 0.6 $23M 20k 1185.80
Kkr & Co (KKR) 0.6 $23M 155k 147.91
Palantir Technologies Cl A (PLTR) 0.5 $19M 255k 75.63
Cintas Corporation (CTAS) 0.5 $17M 91k 182.70
American Express Company (AXP) 0.4 $15M 49k 296.79
On Hldg Namen Akt A (ONON) 0.4 $14M 263k 54.77
United Rentals (URI) 0.4 $14M 20k 704.44
Mastercard Incorporated Cl A (MA) 0.4 $14M 27k 526.57
Broadcom (AVGO) 0.4 $14M 58k 231.84
Kla Corp Com New (KLAC) 0.4 $14M 22k 630.12
Shopify Cl A (SHOP) 0.3 $13M 118k 106.33
Paypal Holdings (PYPL) 0.3 $12M 143k 85.35
NVR (NVR) 0.3 $12M 1.4k 8178.90
Vertiv Holdings Com Cl A (VRT) 0.3 $11M 100k 113.61
Marvell Technology (MRVL) 0.3 $11M 101k 110.45
Amphenol Corp Cl A (APH) 0.3 $11M 160k 69.45
Cbre Group Cl A (CBRE) 0.3 $10M 79k 131.29
salesforce (CRM) 0.3 $9.6M 29k 334.33
Roblox Corp Cl A (RBLX) 0.2 $9.1M 157k 57.86
Coca-cola Europacific Partne SHS (CCEP) 0.2 $9.0M 118k 76.81
Ametek (AME) 0.2 $8.8M 49k 180.26
Acushnet Holdings Corp (GOLF) 0.2 $7.1M 100k 71.08
Linde SHS (LIN) 0.2 $7.0M 17k 418.67
Watsco, Incorporated (WSO) 0.2 $6.8M 14k 473.89
Toll Brothers (TOL) 0.2 $6.4M 51k 125.95
Msci (MSCI) 0.2 $6.4M 11k 600.01
Crowdstrike Hldgs Cl A (CRWD) 0.2 $6.0M 18k 342.16
Natera (NTRA) 0.1 $5.4M 34k 158.30
Intercontinental Hotels Grou Sponsored Ads (IHG) 0.1 $4.9M 39k 124.92
Walt Disney Company (DIS) 0.1 $4.8M 43k 111.35
Sweetgreen Com Cl A (SG) 0.1 $4.7M 146k 32.06
Blue Owl Capital Com Cl A (OWL) 0.1 $3.6M 153k 23.26
Arthur J. Gallagher & Co. (AJG) 0.1 $2.9M 10k 283.85
Zoom Communications Cl A (ZM) 0.1 $2.4M 29k 81.61
Tyler Technologies (TYL) 0.0 $967k 1.7k 576.64
Genedx Holdings Corp Com Cl A (WGS) 0.0 $789k 10k 76.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $711k 1.6k 453.28
Waste Connections (WCN) 0.0 $702k 4.1k 171.58