HoldingsChannel.com
Marsico Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AMAZON COM INC 101,107 +5,364 $197,130
     AMZN101,107+5,364$197,130
MICROSOFT CORP 1,194,097 +402,851 $188,321
     MSFT1,194,097+402,851$188,321
VISA INC 928,461 -207,556 $149,594
     V928,461-207,556$149,594
FACEBOOK INC 780,289 -158,979 $130,152
     FB780,289-158,979$130,152
CROWN CASTLE INTL CORP NEW 900,856 -4,296 $130,084
     CCI900,856-4,296$130,084
PAYPAL HLDGS INC 1,339,046 -35,061 $128,200
     PYPL1,339,046-35,061$128,200
SALESFORCE COM INC 844,880 -142,530 $121,646
     CRM844,880-142,530$121,646
S&P GLOBAL INC 461,046 -106,286 $112,979
     SPGI461,046-106,286$112,979
ADOBE INC 334,110 -51,206 $106,327
     ADBE334,110-51,206$106,327
APPLE INC 369,571 -29,254 $93,978
     AAPL369,571-29,254$93,978
NVIDIA CORP 270,621 -20,615 $71,336
     NVDA270,621-20,615$71,336
ALPHABET INC 57,523 +18,453 $66,839
     GOOGL57,523+18,453$66,839
TESLA INC 122,640 +122,640 $64,263
     TSLA122,640+122,640$64,263
SHERWIN WILLIAMS CO 135,824 -3,842 $62,414
     SHW135,824-3,842$62,414
LOCKHEED MARTIN CORP 161,061 -3,982 $54,592
     LMT161,061-3,982$54,592
BALL CORP 664,439 +334,636 $42,963
     BLL664,439+334,636$42,963
DANAHER CORPORATION 289,216 +3,984 $40,030
     DHR289,216+3,984$40,030
SERVICENOW INC 130,498 +53,077 $37,398
     NOW130,498+53,077$37,398
ALIBABA GROUP HLDG LTD 190,186 +23,828 $36,987
     BABA190,186+23,828$36,987
LAM RESEARCH CORP 148,714 +118,805 $35,691
     LRCX148,714+118,805$35,691
STARBUCKS CORP 528,882 +528,882 $34,769
     SBUX528,882+528,882$34,769
CHIPOTLE MEXICAN GRILL INC 47,942 +47,942 $31,373
     CMG47,942+47,942$31,373
NIKE INC 369,637 -54,924 $30,584
     NKE369,637-54,924$30,584
LULULEMON ATHLETICA INC 155,016 +155,016 $29,383
     LULU155,016+155,016$29,383
SQUARE INC 555,372 +508,379 $29,090
     SQ555,372+508,379$29,090
MCDONALDS CORP 175,624 -75,499 $29,039
     MCD175,624-75,499$29,039
INTUITIVE SURGICAL INC 33,962 -47,789 $16,818
     ISRG33,962-47,789$16,818
ASML HOLDING N V 61,880 -10,133 $16,190
     ASML61,880-10,133$16,190
ATLASSIAN CORP PLC 105,045 +20,466 $14,418
     TEAM105,045+20,466$14,418
TWILIO INC 150,267 +21,658 $13,447
     TWLO150,267+21,658$13,447
DIGITAL RLTY TR INC 80,534 +80,534 $11,187
     DLR80,534+80,534$11,187
FIDELITY NATL INFORMATION SV 83,907 -54,431 $10,206
     FIS83,907-54,431$10,206
SHOPIFY INC 19,443 +19,443 $8,106
     SHOP19,443+19,443$8,106
MASTERCARD INC 33,487 +33,487 $8,089
     MA33,487+33,487$8,089
METTLER TOLEDO INTERNATIONAL 11,548 +11,548 $7,974
     MTD11,548+11,548$7,974
COSTAR GROUP INC 13,191 UNCH $7,746
     CSGP13,191UNCH$7,746
ZOETIS INC 65,579 UNCH $7,718
     ZTS65,579UNCH$7,718
TELEFLEX INCORPORATED 22,527 -1,327 $6,597
     TFX22,527-1,327$6,597
GLOBAL PMTS INC 44,029 +44,029 $6,350
     GPN44,029+44,029$6,350
L3HARRIS TECHNOLOGIES INC 33,391 UNCH $6,014
     LHX33,391UNCH$6,014
BURLINGTON STORES INC 37,941 -3,935 $6,012
     BURL37,941-3,935$6,012
UBER TECHNOLOGIES INC 196,289 +196,289 $5,480
     UBER196,289+196,289$5,480
COOPER COS INC 19,474 UNCH $5,368
     COO19,474UNCH$5,368
SBA COMMUNICATIONS CORP NEW 19,864 -6,323 $5,363
     SBAC19,864-6,323$5,363
SNAP INC 438,132 -932,839 $5,209
     SNAP438,132-932,839$5,209
AMETEK INC 70,986 -15,505 $5,112
     AME70,986-15,505$5,112
VULCAN MATLS CO 45,671 UNCH $4,936
     VMC45,671UNCH$4,936
VERISK ANALYTICS INC 33,690 -4,995 $4,696
     VRSK33,690-4,995$4,696
IDEXX LABS INC 19,088 UNCH $4,624
     IDXX19,088UNCH$4,624
COGNEX CORP 109,346 UNCH $4,617
     CGNX109,346UNCH$4,617

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 03/31/2020: $2,328,219
At 12/31/2019: $2,804,795

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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