All Stocks Held By Marsico Capital Management LLC

As of 12/31/2023, we find all stocks held by Marsico Capital Management LLC to be as follows, presented in the table below with each row detailing each Marsico Capital Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Marsico Capital Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Marsico Capital Management LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
MICROSOFT CORP	677,080	-38,744	$254,609
MSFT	677,080	-38,744	$254,609
META PLATFORMS INC	536,677	-31,188	$189,962
META	536,677	-31,188	$189,962
NVIDIA CORPORATION	319,799	-114,085	$158,371
NVDA	319,799	-114,085	$158,371
AMAZON COM INC	994,617	-45,608	$151,122
AMZN	994,617	-45,608	$151,122
CHIPOTLE MEXICAN GRILL INC	53,151	-1,776	$121,554
CMG	53,151	-1,776	$121,554
SYNOPSYS INC	234,557	-13,103	$120,776
SNPS	234,557	-13,103	$120,776
ELI LILLY & CO	203,300	-9,507	$118,508
LLY	203,300	-9,507	$118,508
ALPHABET INC	752,325	-76,357	$105,092
GOOGL	752,325	-76,357	$105,092
APPLE INC	483,742	-248,891	$93,135
AAPL	483,742	-248,891	$93,135
SERVICENOW INC	127,823	+28,569	$90,306
NOW	127,823	+28,569	$90,306
COSTCO WHSL CORP NEW	134,283	-8,506	$88,638
COST	134,283	-8,506	$88,638
ADOBE INC	141,763	+43,765	$84,576
ADBE	141,763	+43,765	$84,576
S&P GLOBAL INC	188,647	+35,725	$83,103
SPGI	188,647	+35,725	$83,103
ASML HOLDING N V	108,142	-30,592	$81,855
ASML	108,142	-30,592	$81,855
SHERWIN WILLIAMS CO	257,441	+12,276	$80,296
SHW	257,441	+12,276	$80,296
TAIWAN SEMICONDUCTOR MFG LTD	729,985	+540,957	$75,918
TSM	729,985	+540,957	$75,918
BLACKSTONE INC	429,238	+429,238	$56,196
BX	429,238	+429,238	$56,196
VISA INC	215,110	-22,606	$56,004
V	215,110	-22,606	$56,004
TOLL BROTHERS INC	452,549	+452,549	$46,518
TOL	452,549	+452,549	$46,518
UBER TECHNOLOGIES INC	729,707	+634,856	$44,928
UBER	729,707	+634,856	$44,928
NETFLIX INC	90,476	+90,476	$44,051
NFLX	90,476	+90,476	$44,051
SPOTIFY TECHNOLOGY S A	159,296	+43,473	$29,933
SPOT	159,296	+43,473	$29,933
LENNAR CORP	184,183	+101,695	$27,451
LEN	184,183	+101,695	$27,451
SHOPIFY INC	303,974	+141,021	$23,680
SHOP	303,974	+141,021	$23,680
AMPHENOL CORP NEW	196,999	UNCH	$19,529
APH	196,999	UNCH	$19,529
OREILLY AUTOMOTIVE INC	19,686	-1,771	$18,703
ORLY	19,686	-1,771	$18,703
CINTAS CORP	30,292	UNCH	$18,256
CTAS	30,292	UNCH	$18,256
HEICO CORP NEW	81,096	UNCH	$14,506
HEI	81,096	UNCH	$14,506
KLA CORP	21,469	-3,443	$12,480
KLAC	21,469	-3,443	$12,480
MSCI INC	21,905	+769	$12,391
MSCI	21,905	+769	$12,391
WATSCO INC	28,726	+8,008	$12,308
WSO	28,726	+8,008	$12,308
PALO ALTO NETWORKS INC	40,263	UNCH	$11,873
PANW	40,263	UNCH	$11,873
MASTERCARD INCORPORATED	26,460	UNCH	$11,285
MA	26,460	UNCH	$11,285
AMERICAN EXPRESS CO	54,925	+54,925	$10,290
AXP	54,925	+54,925	$10,290
SAP SE	65,726	-13,700	$10,161
SAP	65,726	-13,700	$10,161
MICROCHIP TECHNOLOGY INC.	109,468	UNCH	$9,872
MCHP	109,468	UNCH	$9,872
NVR INC	1,402	+11	$9,815
NVR	1,402	+11	$9,815
INTUIT	14,365	UNCH	$8,979
INTU	14,365	UNCH	$8,979
ZOETIS INC	43,871	-235,538	$8,659
ZTS	43,871	-235,538	$8,659
MOBILEYE GLOBAL INC	194,734	-256,694	$8,436
MBLY	194,734	-256,694	$8,436
DELTA AIR LINES INC DEL	206,871	-1,481,315	$8,322
DAL	206,871	-1,481,315	$8,322
AMETEK INC	48,635	UNCH	$8,019
AME	48,635	UNCH	$8,019
NEUROCRINE BIOSCIENCES INC	60,323	UNCH	$7,948
NBIX	60,323	UNCH	$7,948
ACUSHNET HLDGS CORP	122,333	-22,729	$7,728
GOLF	122,333	-22,729	$7,728
COCA COLA EUROPACIFIC PARTNE	110,127	-3,573	$7,350
CCEP	110,127	-3,573	$7,350
FERRARI N V	19,937	UNCH	$6,747
RACE	19,937	UNCH	$6,747
ACCENTURE PLC IRELAND	18,451	-375	$6,475
ACN	18,451	-375	$6,475
UNITED AIRLS HLDGS INC	155,608	+63,469	$6,420
UAL	155,608	+63,469	$6,420
PALANTIR TECHNOLOGIES INC	348,589	+348,589	$5,985
PLTR	348,589	+348,589	$5,985
WORKDAY INC	21,054	+21,054	$5,812
WDAY	21,054	+21,054	$5,812
LINDE PLC	13,810	UNCH	$5,672
LIN	13,810	UNCH	$5,672
GE HEALTHCARE TECHNOLOGIES I	71,386	-17,312	$5,520
GEHC	71,386	-17,312	$5,520
FLOOR & DECOR HLDGS INC	48,085	UNCH	$5,364
FND	48,085	UNCH	$5,364
LAS VEGAS SANDS CORP	102,075	UNCH	$5,023
LVS	102,075	UNCH	$5,023
D R HORTON INC	28,904	+28,904	$4,393
DHI	28,904	+28,904	$4,393
PULTE GROUP INC	42,228	+42,228	$4,359
PHM	42,228	+42,228	$4,359
ADVANCED MICRO DEVICES INC	27,440	+27,440	$4,045
AMD	27,440	+27,440	$4,045
MARVELL TECHNOLOGY INC	56,386	UNCH	$3,401
MRVL	56,386	UNCH	$3,401
GARTNER INC	7,425	UNCH	$3,349
IT	7,425	UNCH	$3,349
TAKE TWO INTERACTIVE SOFTWAR	20,647	UNCH	$3,323
TTWO	20,647	UNCH	$3,323
GALLAGHER ARTHUR J & CO	14,722	+14,722	$3,311
AJG	14,722	+14,722	$3,311
LULULEMON ATHLETICA INC	4,057	UNCH	$2,074
LULU	4,057	UNCH	$2,074
FOOT LOCKER INC	65,704	+65,704	$2,047
FL	65,704	+65,704	$2,047
IDEXX LABS INC	3,550	-22,766	$1,970
IDXX	3,550	-22,766	$1,970
SAMSARA INC	52,916	+52,916	$1,766
IOT	52,916	+52,916	$1,766
ROBLOX CORP	38,434	+38,434	$1,757
RBLX	38,434	+38,434	$1,757
DANAHER CORPORATION	7,080	-17,435	$1,638
DHR	7,080	-17,435	$1,638
BERKSHIRE HATHAWAY INC DEL	2,029	-527	$724
BRK.B	2,029	-527	$724
CARRIER GLOBAL CORPORATION			$0 (exited)
CARR	0	-51,855	$0
CELSIUS HLDGS INC			$0 (exited)
CELH	0	-74,850	$0
FIVE BELOW INC			$0 (exited)
FIVE	0	-11,557	$0
HUBSPOT INC			$0 (exited)
HUBS	0	-7,529	$0
NOVANTA INC			$0 (exited)
NOVT	0	-42,470	$0
NOVARTIS AG			$0 (exited)
NVS	0	-51,111	$0
TOAST INC			$0 (exited)
TOST	0	-189,531	$0
TRACTOR SUPPLY CO			$0 (exited)
TSCO	0	-11,297	$0
TESLA INC			$0 (exited)
TSLA	0	-392,594	$0
UNITEDHEALTH GROUP INC	0	-96,397	$0 (exited)
UNH	0	-96,397	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
BX	+429,238	+$56,196
TOL	+452,549	+$46,518
NFLX	+90,476	+$44,051
AXP	+54,925	+$10,290
PLTR	+348,589	+$5,985
WDAY	+21,054	+$5,812
DHI	+28,904	+$4,393
PHM	+42,228	+$4,359
AMD	+27,440	+$4,045
AJG	+14,722	+$3,311

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
TSLA	-392,594	-$98,235
UNH	-96,397	-$48,602
CELH	-74,850	-$12,844
NOVT	-42,470	-$6,092
NVS	-51,111	-$5,206
HUBS	-7,529	-$3,708
TOST	-189,531	-$3,550
CARR	-51,855	-$2,862
TSCO	-11,297	-$2,294
FIVE	-11,557	-$1,860

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
UBER	+634,856	+$40,566
TSM	+540,957	+$59,491
SHOP	+141,021	+$14,788
LEN	+101,695	+$18,193
UAL	+63,469	+$2,523
ADBE	+43,765	+$34,607
SPOT	+43,473	+$12,022
SPGI	+35,725	+$27,224
NOW	+28,569	+$34,827
SHW	+12,276	+$17,767

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DAL	-1,481,315	-$54,141
MBLY	-256,694	-$10,321
AAPL	-248,891	-$32,299
ZTS	-235,538	-$39,953
NVDA	-114,085	-$30,364
GOOGL	-76,357	-$3,349
AMZN	-45,608	+$18,889
MSFT	-38,744	+$28,588
META	-31,188	+$19,483

Marsico Capital Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $2,554,667
At 09/30/2023: $2,334,049

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

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