HoldingsChannel.com
Marsico Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VISA INC 1,215,459 -37,441 $209,071
     V1,215,459-37,441$209,071
AMAZON COM INC 103,543 -4,048 $179,741
     AMZN103,543-4,048$179,741
FACEBOOK INC 1,005,619 -14,778 $179,081
     FB1,005,619-14,778$179,081
SALESFORCE COM INC 1,069,150 +1,236 $158,705
     CRM1,069,150+1,236$158,705
PAYPAL HLDGS INC 1,509,425 -69,841 $156,361
     PYPL1,509,425-69,841$156,361
BOEING CO 377,436 +117,465 $143,603
     BA377,436+117,465$143,603
S&P GLOBAL INC 530,683 +247,240 $130,007
     SPGI530,683+247,240$130,007
CROWN CASTLE INTL CORP NEW 921,281 +848,601 $128,067
     CCI921,281+848,601$128,067
MICROSOFT CORP 822,201 +161,663 $114,311
     MSFT822,201+161,663$114,311
APPLE INC 419,826 +60,256 $94,028
     AAPL419,826+60,256$94,028
SHERWIN WILLIAMS CO 153,516 +417 $84,414
     SHW153,516+417$84,414
ALIBABA GROUP HLDG LTD 462,076 -253,890 $77,273
     BABA462,076-253,890$77,273
LOCKHEED MARTIN CORP 170,791 +251 $66,619
     LMT170,791+251$66,619
MCDONALDS CORP 267,976 +1,044 $57,537
     MCD267,976+1,044$57,537
NVIDIA CORP 299,774 -268,402 $52,182
     NVDA299,774-268,402$52,182
ALPHABET INC 39,831 -66,260 $48,639
     GOOGL39,831-66,260$48,639
ADOBE INC 174,157 -616 $48,111
     ADBE174,157-616$48,111
MARRIOTT INTL INC NEW 386,656 +604 $48,088
     MAR386,656+604$48,088
INTUITIVE SURGICAL INC 86,155 +345 $46,518
     ISRG86,155+345$46,518
DANAHER CORPORATION 296,910 +16,477 $42,883
     DHR296,910+16,477$42,883
INTERXION HOLDING N.V 410,825 +13,441 $33,466
     INXN410,825+13,441$33,466
UNITEDHEALTH GROUP INC 152,262 -64,518 $33,090
     UNH152,262-64,518$33,090
NIKE INC 318,641 +318,641 $29,927
     NKE318,641+318,641$29,927
INTERCONTINENTAL EXCHANGE IN (ICE) 311,103 -1,139 $28,705
     ICE311,103-1,139$28,705
BALL CORP 328,878 +244,035 $23,946
     BLL328,878+244,035$23,946
SNAP INC 1,165,630 +311,278 $18,417
     SNAP1,165,630+311,278$18,417
ASML HOLDING N V 74,035 +2,265 $18,392
     ASML74,035+2,265$18,392
FIDELITY NATL INFORMATION SV 137,379 +137,379 $18,238
     FIS137,379+137,379$18,238
AT&T INC 381,011 +381,011 $14,417
     T381,011+381,011$14,417
ATLASSIAN CORP PLC 84,579 -32,633 $10,610
     TEAM84,579-32,633$10,610
ZOETIS INC 80,204 -19,364 $9,993
     ZTS80,204-19,364$9,993
SERVICENOW INC 38,773 -5,558 $9,843
     NOW38,773-5,558$9,843
SERVICEMASTER GLOBAL HLDGS I 161,487 +12,309 $9,027
     SERV161,487+12,309$9,027
COSTAR GROUP INC 14,975 -1,571 $8,883
     CSGP14,975-1,571$8,883
OLLIES BARGAIN OUTLT HLDGS I 145,979 +103,878 $8,560
     OLLI145,979+103,878$8,560
BURLINGTON STORES INC 41,876 -7,027 $8,368
     BURL41,876-7,027$8,368
TELEFLEX INC 23,854 UNCH $8,104
     TFX23,854UNCH$8,104
AMETEK INC NEW 86,491 UNCH $7,942
     AME86,491UNCH$7,942
GARTNER INC 55,340 +15,389 $7,913
     IT55,340+15,389$7,913
GUIDEWIRE SOFTWARE INC 73,203 +2,525 $7,714
     GWRE73,203+2,525$7,714
TJX COS INC NEW 134,791 UNCH $7,513
     TJX134,791UNCH$7,513
GW PHARMACEUTICALS PLC 62,537 +1,547 $7,194
     GWPH62,537+1,547$7,194
REALPAGE INC 111,143 +20,233 $6,986
     RP111,143+20,233$6,986
L3HARRIS TECHNOLOGIES INC 33,391 +33,391 $6,967
     LHX33,391+33,391$6,967
LAM RESEARCH CORP 29,909 UNCH $6,912
     LRCX29,909UNCH$6,912
VULCAN MATLS CO 45,671 UNCH $6,907
     VMC45,671UNCH$6,907
O REILLY AUTOMOTIVE INC NEW 16,990 UNCH $6,771
     ORLY16,990UNCH$6,771
MICROCHIP TECHNOLOGY INC 69,108 +10,344 $6,421
     MCHP69,108+10,344$6,421
SBA COMMUNICATIONS CORP NEW 26,187 UNCH $6,315
     SBAC26,187UNCH$6,315
VERISK ANALYTICS INC 38,685 UNCH $6,118
     VRSK38,685UNCH$6,118

See Full List: All Stocks Held By Marsico Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Marsico Capital Management LLC

Size ($ in 1000's)
At 09/30/2019: $2,565,460
At 06/30/2019: $2,801,492

Marsico Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marsico Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Marsico Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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