Marsico Capital Management LLC

13F-HR • 2025-03-31

Data Enrichment

100% identified

63 identified0 unidentified

Holdings

Manager:

63 positions • $2,912,776.225K total value

63 positions

Manager:

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TYLER TECHNOLOGIES INC

6516(+288.6%)

Value:

$3.8B(+291.8%)

BLUE OWL CAPITAL INC.

152777(+0.0%)

Value:

$3.1B(-13.8%)

Waste Connections, Inc.

4091(+0.0%)

Value:

$798.5M(+13.8%)

Instrument	Shares		Other Manager	Value
Tyler Technologies Inc(TYLcusip902252105)	6.5K	QoQ +288.55% (+4.8K) YoY +288.55% (+4.8K)	All Managers (Combined)	$3.8M	QoQ +291.75% (+$2.8M) YoY +431.51% (+$3.1M)
Blue Owl Capital Inc.(OWLcusip09581B103)	152.8K	QoQ 0.00% (-0) YoY NEW(+152.8K)	All Managers (Combined)	$3.1M	QoQ -13.84% (-$491.9K) YoY NEW(+$3.1M)
Waste Connections, Inc.(WCNcusip94106B101)	4.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.5K	QoQ +13.76% (+$96.6K) YoY +13.47% (+$94.8K)