HoldingsChannel.com
Marsico Capital Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VISA INC 1,252,900 -3,051 $217,441
     V1,252,900-3,051$217,441
AMAZON COM INC 107,591 -379 $203,738
     AMZN107,591-379$203,738
FACEBOOK INC 1,020,397 -1,933 $196,937
     FB1,020,397-1,933$196,937
PAYPAL HLDGS INC 1,579,266 -1,967 $180,763
     PYPL1,579,266-1,967$180,763
SALESFORCE COM INC 1,067,914 -9,153 $162,035
     CRM1,067,914-9,153$162,035
DISNEY WALT CO 1,133,518 -24,718 $158,284
     DIS1,133,518-24,718$158,284
DOLLAR TREE INC 1,282,223 +1,282,223 $137,698
     DLTR1,282,223+1,282,223$137,698
ALIBABA GROUP HLDG LTD 715,966 -335,817 $121,320
     BABA715,966-335,817$121,320
ALPHABET INC 106,091 -55,072 $114,875
     GOOGL106,091-55,072$114,875
BOEING CO 259,971 +102,744 $94,632
     BA259,971+102,744$94,632
NVIDIA CORP 568,176 -54,706 $93,312
     NVDA568,176-54,706$93,312
MICROSOFT CORP 660,538 +8,417 $88,486
     MSFT660,538+8,417$88,486
APPLE INC 359,570 -132,632 $71,166
     AAPL359,570-132,632$71,166
SHERWIN WILLIAMS CO 153,099 -200,466 $70,164
     SHW153,099-200,466$70,164
S&P GLOBAL INC 283,443 -1,254 $64,565
     SPGI283,443-1,254$64,565
LOCKHEED MARTIN CORP 170,540 -51,911 $61,998
     LMT170,540-51,911$61,998
MCDONALDS CORP 266,932 -1,475 $55,431
     MCD266,932-1,475$55,431
MARRIOTT INTL INC NEW 386,052 -1,449 $54,159
     MAR386,052-1,449$54,159
UNITEDHEALTH GROUP INC 216,780 -383 $52,896
     UNH216,780-383$52,896
ADOBE INC 174,773 -553 $51,497
     ADBE174,773-553$51,497
NETFLIX INC 128,490 -414 $47,197
     NFLX128,490-414$47,197
INTUITIVE SURGICAL INC 85,810 -49,829 $45,012
     ISRG85,810-49,829$45,012
DANAHER CORPORATION 280,433 +259,070 $40,079
     DHR280,433+259,070$40,079
INTERXION HOLDING N.V 397,384 +16,153 $30,237
     INXN397,384+16,153$30,237
INTERCONTINENTAL EXCHANGE IN (ICE) 312,242 -1,438 $26,834
     ICE312,242-1,438$26,834
WORLDPAY INC 164,119 -20,104 $20,113
     WP164,119-20,104$20,113
ATLASSIAN CORP PLC 117,212 -6,598 $15,336
     TEAM117,212-6,598$15,336
ASML HOLDING N V 71,770 -4,464 $14,923
     ASML71,770-4,464$14,923
SNAP INC 854,352 +738,265 $12,217
     SNAP854,352+738,265$12,217
SERVICENOW INC 44,331 +23,284 $12,172
     NOW44,331+23,284$12,172
ZOETIS INC 99,568 UNCH $11,300
     ZTS99,568UNCH$11,300
GW PHARMACEUTICALS PLC 60,990 -12,971 $10,514
     GWPH60,990-12,971$10,514
CROWN CASTLE INTL CORP NEW 72,680 UNCH $9,474
     CCI72,680UNCH$9,474
COSTAR GROUP INC 16,546 -789 $9,167
     CSGP16,546-789$9,167
BURLINGTON STORES INC 48,903 UNCH $8,321
     BURL48,903UNCH$8,321
TELEFLEX INC 23,854 UNCH $7,899
     TFX23,854UNCH$7,899
AMETEK INC NEW 86,491 UNCH $7,857
     AME86,491UNCH$7,857
SERVICEMASTER GLOBAL HLDGS I 149,178 +69,452 $7,771
     SERV149,178+69,452$7,771
GUIDEWIRE SOFTWARE INC 70,678 +15,145 $7,165
     GWRE70,678+15,145$7,165
TJX COS INC NEW 134,791 +134,791 $7,128
     TJX134,791+134,791$7,128
FLEETCOR TECHNOLOGIES INC 24,639 UNCH $6,920
     FLT24,639UNCH$6,920
BROADRIDGE FINL SOLUTIONS IN 53,174 UNCH $6,789
     BR53,174UNCH$6,789
GARTNER INC 39,951 UNCH $6,430
     IT39,951UNCH$6,430
O REILLY AUTOMOTIVE INC NEW 16,990 UNCH $6,275
     ORLY16,990UNCH$6,275
VULCAN MATLS CO 45,671 UNCH $6,271
     VMC45,671UNCH$6,271
PTC INC 69,722 -6,482 $6,258
     PTC69,722-6,482$6,258
COOPER COS INC 18,355 UNCH $6,184
     COO18,355UNCH$6,184
BALL CORP 84,843 -12,476 $5,938
     BLL84,843-12,476$5,938
SBA COMMUNICATIONS CORP NEW 26,187 -7,851 $5,888
     SBAC26,187-7,851$5,888
HEICO CORP NEW 43,510 UNCH $5,822
     HEI43,510UNCH$5,822

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 06/30/2019: $2,801,492
At 03/31/2019: $2,773,118

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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