Holdings
Marsico Capital Management LLC
As of Jun 30, 2026, Marsico Capital Management LLC reported 62 positions worth US$3.71B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Nvidia Corporation and Ge Aerospace. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 539K | US$257M | −69,619 | Jun 30, 2026 |
| Nvidia Corporation | 1.21M | US$242M | −91,834 | Jun 30, 2026 |
| Ge Aerospace | 559K | US$209M | −4,433 | Jun 30, 2026 |
| Amazon.com, Inc. | 844K | US$201M | −42,624 | Jun 30, 2026 |
| Apple Inc | 644K | US$186M | −71,749 | Jun 30, 2026 |
| Ge Vernova Inc. | 157K | US$184M | −124K | Jun 30, 2026 |
| Micron Technology, Inc. | 152K | US$175M | +120K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 486K | US$174M | −28,465 | Jun 30, 2026 |
| Asml Holding Nv | 86,826 | US$173M | −4,144 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 139K | US$141M | +234 | Jun 30, 2026 |