MARSICO CAPITAL MANAGEMENT LLC
Q2 2025 13F Holdings
- Locationdenver, CO
- Num holdings
68
- Value ($000)
$3,686,712
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001055966
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
META META PLATFORMS INC | CL A | 30303M102 | $276.71M | 8 % | 374,903 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $276.11M | 8 % | 555,092 | ||
AMZN AMAZON COM INC | COM | 023135106 | $223.66M | 6 % | 1,019,441 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $214.42M | 6 % | 1,357,184 | ||
NFLX NETFLIX INC | COM | 64110L106 | $188.40M | 5 % | 140,690 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $175.86M | 5 % | 776,451 | ||
GE GE AEROSPACE | COM NEW | 369604301 | $172.01M | 5 % | 668,298 | ||
GEV GE VERNOVA INC | COM | 36828A101 | $166.19M | 5 % | 314,076 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $136.03M | 4 % | 137,413 | ||
CMG CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | $111.31M | 3 % | 1,982,292 |
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