HoldingsChannel.com
Marsico Capital Management LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
AMAZON COM INC 88,681 -12,426 $244,655
     AMZN88,681-12,426$244,655
MICROSOFT CORP 1,171,489 -22,608 $238,410
     MSFT1,171,489-22,608$238,410
PAYPAL HLDGS INC 1,262,570 -76,476 $219,978
     PYPL1,262,570-76,476$219,978
VISA INC 926,014 -2,447 $178,878
     V926,014-2,447$178,878
SERVICENOW INC 418,963 +288,465 $169,705
     NOW418,963+288,465$169,705
FACEBOOK INC 734,721 -45,568 $166,833
     FB734,721-45,568$166,833
ADOBE INC 347,666 +13,556 $151,342
     ADBE347,666+13,556$151,342
S&P GLOBAL INC 435,041 -26,005 $143,337
     SPGI435,041-26,005$143,337
CROWN CASTLE INTL CORP NEW 821,865 -78,991 $137,539
     CCI821,865-78,991$137,539
APPLE INC 357,875 -11,696 $130,553
     AAPL357,875-11,696$130,553
DANAHER CORPORATION 584,306 +295,090 $103,323
     DHR584,306+295,090$103,323
NVIDIA CORPORATION 270,204 -417 $102,653
     NVDA270,204-417$102,653
ALPHABET INC 56,324 -1,199 $79,870
     GOOGL56,324-1,199$79,870
SHERWIN WILLIAMS CO 132,737 -3,087 $76,702
     SHW132,737-3,087$76,702
LULULEMON ATHLETICA INC 214,657 +59,641 $66,975
     LULU214,657+59,641$66,975
REGENERON PHARMACEUTICALS 101,722 +101,722 $63,439
     REGN101,722+101,722$63,439
SQUARE INC 568,853 +13,481 $59,695
     SQ568,853+13,481$59,695
TESLA INC 51,472 -71,168 $55,580
     TSLA51,472-71,168$55,580
STARBUCKS CORP 685,224 +156,342 $50,426
     SBUX685,224+156,342$50,426
CHIPOTLE MEXICAN GRILL INC 47,592 -350 $50,084
     CMG47,592-350$50,084
BALL CORP 603,704 -60,735 $41,951
     BLL603,704-60,735$41,951
LOCKHEED MARTIN CORP 113,841 -47,220 $41,543
     LMT113,841-47,220$41,543
LAM RESEARCH CORP 121,177 -27,537 $39,196
     LRCX121,177-27,537$39,196
ALIBABA GROUP HLDG LTD 178,420 -11,766 $38,485
     BABA178,420-11,766$38,485
NIKE INC 368,289 -1,348 $36,111
     NKE368,289-1,348$36,111
SPOTIFY TECHNOLOGY S A 135,166 +135,166 $34,899
     SPOT135,166+135,166$34,899
INTUITIVE SURGICAL INC 54,113 +20,151 $30,835
     ISRG54,113+20,151$30,835
TWILIO INC 113,579 -36,688 $24,922
     TWLO113,579-36,688$24,922
MCDONALDS CORP 124,936 -50,688 $23,047
     MCD124,936-50,688$23,047
ASML HOLDING N V 62,608 +728 $23,042
     ASML62,608+728$23,042
ATLASSIAN CORP PLC 105,551 +506 $19,028
     TEAM105,551+506$19,028
SHOPIFY INC 18,965 -478 $18,002
     SHOP18,965-478$18,002
SNAP INC 748,665 +310,533 $17,586
     SNAP748,665+310,533$17,586
MASTERCARD INCORPORATED 53,963 +20,476 $15,957
     MA53,963+20,476$15,957
COSTAR GROUP INC 17,230 +4,039 $12,245
     CSGP17,230+4,039$12,245
DIGITAL RLTY TR INC 82,556 +2,022 $11,732
     DLR82,556+2,022$11,732
METTLER TOLEDO INTERNATIONAL 14,069 +2,521 $11,333
     MTD14,069+2,521$11,333
UBER TECHNOLOGIES INC 317,225 +120,936 $9,859
     UBER317,225+120,936$9,859
IDEXX LABS INC 27,804 +8,716 $9,180
     IDXX27,804+8,716$9,180
ZOETIS INC 65,579 UNCH $8,987
     ZTS65,579UNCH$8,987
TAIWAN SEMICONDUCTOR MFG LTD 149,154 +149,154 $8,467
     TSM149,154+149,154$8,467
BRIGHT HORIZONS FAM SOL IN D 71,429 +47,178 $8,371
     BFAM71,429+47,178$8,371
GLOBAL PMTS INC 44,029 UNCH $7,468
     GPN44,029UNCH$7,468
SALESFORCE COM INC 39,533 -805,347 $7,406
     CRM39,533-805,347$7,406
CINTAS CORP 25,868 +25,868 $6,890
     CTAS25,868+25,868$6,890
FIDELITY NATL INFORMATION SV 50,090 -33,817 $6,717
     FIS50,090-33,817$6,717
EXACT SCIENCES CORP 76,416 +43,400 $6,644
     EXAS76,416+43,400$6,644
TELEFLEX INCORPORATED 17,575 -4,952 $6,397
     TFX17,575-4,952$6,397
AMETEK INC 70,986 UNCH $6,344
     AME70,986UNCH$6,344
OKTA INC 30,193 +363 $6,046
     OKTA30,193+363$6,046

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 06/30/2020: $3,180,345
At 03/31/2020: $2,328,219

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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