Marsico Capital Management LLC
Investment Portfolio & 13F Holdings Analysis
About
MARSICO CAPITAL MANAGEMENT LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 63 holdings worth $2.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 63
- Total Value
- 2912776225
- Accession Number
- 0001398344-25-009330
- Form Type
- 13F-HR
- CIK
- 0001055966
- Manager Name
- Marsico Capital Management LLC
Data Enrichment
100% identified63 identified0 unidentified
Holdings
63 positions
Manager:
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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Amazon Com Inc(AMZNcusip023135106) | 1.3M | All Managers (Combined) | $253.4M | ||
409.5K | All Managers (Combined) | $236.0M | |||
Microsoft Corp(MSFTcusip594918104) | 509.4K | All Managers (Combined) | $191.2M | ||
658.8K | All Managers (Combined) | $131.9M | |||
Netflix Inc(NFLXcusip64110L106) | 139.4K | QoQ 0.00% (+0) | All Managers (Combined) | $130.0M | |
Apple Inc.(AAPLcusip037833100) | 562.7K | All Managers (Combined) | $125.0M | ||
131.5K | QoQ 0.00% (+0) | All Managers (Combined) | $124.4M | ||
720.3K | All Managers (Combined) | $119.6M | |||
2.2M | All Managers (Combined) | $112.1M | |||
Nvidia Corp(NVDAcusip67066G104) | 892.3K | All Managers (Combined) | $96.7M | ||
Ge Vernova Inc.(GEVcusip36828A101) | 309.6K | YoY NEW(+309.6K) | All Managers (Combined) | $94.5M | YoY NEW(+$94.5M) |
Synopsys Inc(SNPScusip871607107) | 214.1K | All Managers (Combined) | $91.8M | ||
155.8K | YoY NEW(+155.8K) | All Managers (Combined) | $85.1M | YoY NEW(+$85.1M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 543.5K | All Managers (Combined) | $84.0M | ||
197.8K | QoQ 0.00% (+0) | All Managers (Combined) | $69.3M | ||
447.6K | YoY NEW(+447.6K) | All Managers (Combined) | $68.4M | YoY NEW(+$68.4M) | |
Servicenow, Inc.(NOWcusip81762P102) | 82.7K | All Managers (Combined) | $65.9M | ||
117.3K | All Managers (Combined) | $64.5M | |||
169.2K | All Managers (Combined) | $59.1M | |||
339.4K | YoY NEW(+339.4K) | All Managers (Combined) | $57.9M | YoY NEW(+$57.9M) |