Marsico Capital Management

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Toll Brothers, Inc.
TOL
$78.48M0.59606,628+34.05%+$19.93M2.58
Chipotle Mexican Grill, Inc.
CMG
$154.59M0.1953,183+0.06%+$93,016.645.08
Acushnet Holdings Corp.
GOLF
$8.07M0.19122,3330%+$00.27
Synopsys, Inc.
SNPS
$137.28M0.16240,215+2.41%+$3.23M4.51
The Sherwin-Williams Company
SHW
$88.58M0.1255,023-0.94%-$839,843.942.91
Spotify Technology S.A.
SPOT
$42.81M0.08162,210+1.83%+$769,004.601.41
HEICO Corporation
HEI
$18.29M0.0795,771+18.1%+$2.8M0.6
Celsius Holdings, Inc.
CELH
$13.15M0.07158,599New+$13.15M0.43
Lennar Corporation
LEN
$31.68M0.07184,1830%+$01.04
ServiceNow, Inc.
NOW
$97.45M0.06127,8230%+$03.2
Uber Technologies, Inc.
UBER
$96.37M0.061.25M+71.54%+$40.19M3.17
Watsco, Inc.
WSO
$9.69M0.0522,423-21.94%-$2.72M0.32
United Airlines Holdings, Inc.
UAL
$7.45M0.05155,6080%+$00.25
NVR, Inc.
NVR
$11.36M0.051,4020%+$00.37
Floor & Decor Holdings, Inc.
FND
$6.23M0.0548,0850%+$00.21
General Electric Company
GE
$85.17M0.04485,188New+$85.17M2.8
S&P Global Inc.
SPGI
$56.26M0.04132,226-29.91%-$24M1.85
O'Reilly Automotive, Inc.
ORLY
$22.22M0.0319,6860%+$00.73
Delta Air Lines, Inc.
DAL
$9.9M0.03206,8710%+$00.33
Cintas Corporation
CTAS
$20.81M0.0330,2920%+$00.68
Costco Wholesale Corporation
COST
$97.27M0.03132,771-1.13%-$1.11M3.2
ASML Holding N.V.
ASML
$104.94M0.03108,133<0.01%-$8,734.233.45
Coca-Cola Europacific Partners PLC
CCEP
$8.24M0.03117,795+6.96%+$536,376.580.27
DoorDash, Inc.
DASH
$14.34M0.03104,126New+$14.34M0.47
Netflix, Inc.
NFLX
$62.9M0.02103,563+14.46%+$7.95M2.07
Shopify Inc.
SHOP
$24.03M0.02311,431+2.45%+$575,456.680.79
MSCI Inc.
MSCI
$10.24M0.0218,264-16.62%-$2.04M0.34
AMETEK, Inc.
AME
$8.9M0.0248,6350%+$00.29
Meta Platforms, Inc.
META
$260.51M0.02536,500-0.03%-$85,947.668.56
Eli Lilly and Company
LLY
$154.65M0.02198,791-2.22%-$3.51M5.08
Microchip Technology Incorporated
MCHP
$9.82M0.02109,4680%+$00.32
Palantir Technologies Inc.
PLTR
$9.48M0.02412,134+18.23%+$1.46M0.31
Amphenol Corporation
APH
$13.38M0.02116,025-41.1%-$9.34M0.44
Taiwan Semiconductor Manufacturing Company Limited
TSM
$112.92M0.02829,987+13.7%+$13.61M3.71
KLA Corporation
KLAC
$15M0.0221,4690%+$00.49
GE HealthCare Technologies Inc.
GEHC
$6.49M0.0271,3860%+$00.21
Ferrari N.V.
RACE
$13.66M0.0231,329+57.14%+$4.97M0.45
NVIDIA Corporation
NVDA
$244.19M0.01270,251-15.49%-$44.77M8.02
Visa Inc.
V
$60.03M0.01215,1100%+$01.97
Amazon.com, Inc.
AMZN
$179.41M0.01994,6170%+$05.9
KKR & Co. Inc.
KKR
$8.72M0.0186,657New+$8.72M0.29
Microsoft Corporation
MSFT
$284.86M0.01677,0800%+$09.36
American Express Company
AXP
$12.51M0.0154,9250%+$00.41
SAP SE
SAP
$15.75M0.0180,778+22.9%+$2.94M0.52
Alphabet Inc.
GOOGL
$114.18M0.01756,533+0.56%+$635,113.443.75
Apple Inc.
AAPL
$126.2M0.01735,935+52.13%+$43.25M4.15
Intuit Inc.
INTU
$9.34M0.0114,3650%+$00.31
Linde plc
LIN
$6.95M<0.0114,963+8.35%+$535,360.950.23
Danaher Corporation
DHR
$5.34M<0.0121,392+202.15%+$3.57M0.18
Mastercard Incorporated
MA
$12.74M<0.0126,4600%+$00.42