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MARSICO CAPITAL MANAGEMENT LLC

Q1 2026 13F Holdings

  • Location
    denver, CO
  • Num holdings

    65

  • Value ($000)

    $3,402,912

  • Date Filed
    05/13/2026
  • Form type
    13F-HR
  • CIK
    0001055966
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GEV

GE VERNOVA INC

COM
36828A101
$245.32M
7 %

281,042

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$226.72M
7 %

1,299,983

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$205.69M
6 %

608,654

A
AMZN

AMAZON COM INC

COM
023135106
$184.73M
5 %

886,958

A
AAPL

APPLE INC

COM
037833100
$181.61M
5 %

715,610

G
GE

GE AEROSPACE

COM NEW
369604301
$159.87M
5 %

563,381

N
NFLX

NETFLIX INC.

COM
64110L106
$147.93M
4 %

1,538,562

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$147.8M
4 %

513,969

M
MSFT

MICROSOFT CORP

COM
594918104
$142.83M
4 %

385,858

M
META

META PLATFORMS INC

CL A
30303M102
$135.55M
4 %

236,919

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