HoldingsChannel.com
Marsico Capital Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Marsico Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Marsico Capital Management LLC. In the Marsico Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Marsico Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Marsico Capital Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
MICROSOFT CORP 676,564 -30,249 $173,762
     MSFT676,564-30,249$173,762
AMAZON COM INC 1,573,780 +1,512,300 $167,151
     AMZN1,573,780+1,512,300$167,151
APPLE INC 890,176 -442,663 $121,705
     AAPL890,176-442,663$121,705
LULULEMON ATHLETICA INC 420,840 +420,840 $114,725
     LULU420,840+420,840$114,725
ALPHABET INC 42,661 -24,338 $92,969
     GOOGL42,661-24,338$92,969
T MOBILE US INC 662,501 +287,681 $89,133
     TMUS662,501+287,681$89,133
PIONEER NAT RES CO 381,554 +381,554 $85,117
     PXD381,554+381,554$85,117
LILLY ELI & CO 246,016 +246,016 $79,766
     LLY246,016+246,016$79,766
SHERWIN WILLIAMS CO 354,730 +25,706 $79,428
     SHW354,730+25,706$79,428
BLACKSTONE INC 752,535 +71,912 $68,654
     BX752,535+71,912$68,654
COSTCO WHSL CORP NEW 137,686 +137,686 $65,990
     COST137,686+137,686$65,990
SERVICENOW INC 128,939 -22,443 $61,313
     NOW128,939-22,443$61,313
CHIPOTLE MEXICAN GRILL INC 45,793 -795 $59,863
     CMG45,793-795$59,863
NVIDIA CORPORATION 391,337 +12,017 $59,323
     NVDA391,337+12,017$59,323
UNITEDHEALTH GROUP INC 115,432 +8,968 $59,289
     UNH115,432+8,968$59,289
UNITED PARCEL SERVICE INC 303,398 -1,155 $55,382
     UPS303,398-1,155$55,382
VISA INC 246,585 UNCH $48,550
     V246,585UNCH$48,550
MARVELL TECHNOLOGY INC 1,079,476 +967,469 $46,990
     MRVL1,079,476+967,469$46,990
ADOBE SYSTEMS INCORPORATED 117,682 -6,201 $43,079
     ADBE117,682-6,201$43,079
ASML HOLDING N V 77,045 -4,330 $36,664
     ASML77,045-4,330$36,664
MASTERCARD INCORPORATED 73,027 -3,905 $23,039
     MA73,027-3,905$23,039
AMERICAN EXPRESS CO 160,524 -38,174 $22,252
     AXP160,524-38,174$22,252
KLA CORP 68,885 +68,885 $21,980
     KLAC68,885+68,885$21,980
ON HLDG AG 1,005,047 -40,000 $17,779
     ONON1,005,047-40,000$17,779
LAUDER ESTEE COS INC 68,467 +4,165 $17,436
     EL68,467+4,165$17,436
TAIWAN SEMICONDUCTOR MFG LTD 189,618 +122,832 $15,501
     TSM189,618+122,832$15,501
FIRST REP BK SAN FRANCISCO C 94,552 +43,512 $13,634
     FRC94,552+43,512$13,634
CROWN CASTLE INTL CORP NEW 79,996 +79,996 $13,470
     CCI79,996+79,996$13,470
COCA COLA EUROPACIFIC PARTNE 240,496 -35,123 $12,412
     CCEP240,496-35,123$12,412
JD.COM INC 176,217 +176,217 $11,317
     JD176,217+176,217$11,317
CANADIAN PAC RY LTD 159,740 -20,987 $11,156
     CP159,740-20,987$11,156
INSULET CORP 50,348 +13,282 $10,973
     PODD50,348+13,282$10,973
IDEXX LABS INC 25,526 +10,687 $8,953
     IDXX25,526+10,687$8,953
S&P GLOBAL INC 25,607 -178,659 $8,631
     SPGI25,607-178,659$8,631
CINTAS CORP 22,184 UNCH $8,286
     CTAS22,184UNCH$8,286
LINDE PLC 28,277 -3,733 $8,130
     LIN28,277-3,733$8,130
COSTAR GROUP INC 127,355 UNCH $7,694
     CSGP127,355UNCH$7,694
AMPHENOL CORP NEW 112,790 UNCH $7,261
     APH112,790UNCH$7,261
AVANTOR INC 222,919 UNCH $6,933
     AVTR222,919UNCH$6,933
SBA COMMUNICATIONS CORP NEW 21,302 -2,371 $6,818
     SBAC21,302-2,371$6,818
DANAHER CORPORATION 26,129 -25,247 $6,624
     DHR26,129-25,247$6,624
THE TRADE DESK INC 157,366 +123,546 $6,592
     TTD157,366+123,546$6,592
HEICO CORP NEW 48,506 UNCH $6,360
     HEI48,506UNCH$6,360
TESLA INC 9,398 -93,320 $6,329
     TSLA9,398-93,320$6,329
WEX INC 40,603 UNCH $6,316
     WEX40,603UNCH$6,316
HILTON WORLDWIDE HLDGS INC 55,339 -38,759 $6,167
     HLT55,339-38,759$6,167
MSCI INC 14,888 UNCH $6,136
     MSCI14,888UNCH$6,136
ATLASSIAN CORP PLC 31,250 -46,763 $5,856
     TEAM31,250-46,763$5,856
DEXCOM INC 78,036 +49,641 $5,816
     DXCM78,036+49,641$5,816
INTUITIVE SURGICAL INC 28,762 -116,625 $5,773
     ISRG28,762-116,625$5,773

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 06/30/2022: $2,047,949
At 03/31/2022: $2,868,811

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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