Marsico Capital Management

Marsico Capital Management as of March 31, 2025

Portfolio Holdings for Marsico Capital Management

Marsico Capital Management holds 63 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 8.7 $253M 1.3M 190.26
Meta Platforms Cl A (META) 8.1 $236M 410k 576.36
Microsoft Corporation (MSFT) 6.6 $191M 509k 375.39
Ge Aerospace Com New (GE) 4.5 $132M 659k 200.15
Netflix (NFLX) 4.5 $130M 139k 932.53
Apple (AAPL) 4.3 $125M 563k 222.13
Costco Wholesale Corporation (COST) 4.3 $124M 132k 945.78
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 4.1 $120M 720k 166.00
Chipotle Mexican Grill (CMG) 3.8 $112M 2.2M 50.21
NVIDIA Corporation (NVDA) 3.3 $97M 892k 108.38
Ge Vernova (GEV) 3.2 $95M 310k 305.28
Synopsys (SNPS) 3.2 $92M 214k 428.85
Goldman Sachs (GS) 2.9 $85M 156k 546.29
Alphabet Cap Stk Cl A (GOOGL) 2.9 $84M 544k 154.64
Visa Com Cl A (V) 2.4 $69M 198k 350.46
Tko Group Holdings Cl A (TKO) 2.3 $68M 448k 152.81
Servicenow (NOW) 2.3 $66M 83k 796.14
Spotify Technology S A SHS (SPOT) 2.2 $65M 117k 550.03
Sherwin-Williams Company (SHW) 2.0 $59M 169k 349.19
Boeing Company (BA) 2.0 $58M 339k 170.55
Asml Holding N V N Y Registry Shs (ASML) 2.0 $57M 86k 662.63
Sap Se Spon Adr (SAP) 1.6 $47M 174k 268.44
Kkr & Co (KKR) 1.5 $44M 379k 115.61
JPMorgan Chase & Co. (JPM) 1.4 $42M 171k 245.30
Starbucks Corporation (SBUX) 1.2 $34M 347k 98.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $33M 62k 532.58
O'reilly Automotive (ORLY) 0.9 $27M 19k 1432.58
Ferrari Nv Ord (RACE) 0.9 $26M 61k 427.88
HEICO Corporation (HEI) 0.8 $23M 87k 267.19
Cintas Corporation (CTAS) 0.8 $23M 110k 205.53
Arm Holdings Sponsored Ads (ARM) 0.8 $22M 208k 106.79
Uber Technologies (UBER) 0.6 $16M 223k 72.86
Shopify Cl A (SHOP) 0.5 $16M 163k 95.48
Kla Corp Com New (KLAC) 0.5 $15M 22k 679.80
Mastercard Incorporated Cl A (MA) 0.5 $15M 27k 548.12
Palantir Technologies Cl A (PLTR) 0.5 $14M 165k 84.40
Cbre Group Cl A (CBRE) 0.5 $14M 104k 130.78
Natera (NTRA) 0.4 $11M 80k 141.41
Roblox Corp Cl A (RBLX) 0.4 $11M 188k 58.29
Coca-cola Europacific Partne SHS (CCEP) 0.4 $11M 126k 87.03
Amphenol Corp Cl A (APH) 0.4 $11M 160k 65.59
Hldgs (UAL) 0.3 $9.8M 142k 69.05
NVR (NVR) 0.3 $9.4M 1.3k 7244.39
Moody's Corporation (MCO) 0.3 $8.6M 18k 465.69
Arthur J. Gallagher & Co. (AJG) 0.3 $8.5M 25k 345.24
Booking Holdings (BKNG) 0.3 $8.5M 1.9k 4606.91
Ametek (AME) 0.3 $8.4M 49k 172.14
Intercontinental Hotels Grou Sponsored Ads (IHG) 0.3 $7.7M 70k 109.59
Yum! Brands (YUM) 0.3 $7.7M 49k 157.36
Watsco, Incorporated (WSO) 0.3 $7.3M 14k 508.30
Acushnet Holdings Corp (GOLF) 0.2 $6.9M 100k 68.66
American Express Company (AXP) 0.2 $6.4M 24k 269.05
Delta Air Lines Inc Del Com New (DAL) 0.2 $6.4M 146k 43.60
Crowdstrike Hldgs Cl A (CRWD) 0.2 $6.2M 18k 352.58
United Rentals (URI) 0.2 $6.1M 9.7k 626.70
Msci (MSCI) 0.2 $6.0M 11k 565.50
Doordash Cl A (DASH) 0.2 $6.0M 33k 182.77
On Hldg Namen Akt A (ONON) 0.2 $5.9M 133k 43.92
Linde SHS (LIN) 0.2 $5.0M 11k 465.64
Cava Group Ord (CAVA) 0.1 $4.0M 46k 86.41
Tyler Technologies (TYL) 0.1 $3.8M 6.5k 581.39
Blue Owl Capital Com Cl A (OWL) 0.1 $3.1M 153k 20.04
Waste Connections (WCN) 0.0 $799k 4.1k 195.19