MARSICO CAPITAL MANAGEMENT LLC

Q3 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    76

  • Value ($000)

    $3,897,811

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$271.40 M
7 %

523,996

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$268.17 M
7 %

1,437,292

META
META

META PLATFORMS INC

CL A
30303M102
$266.14 M
7 %

362,402

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$213.21 M
6 %

763,384

AMZN
AMZN

AMAZON COM INC

COM
023135106
$195.91 M
5 %

892,233

GE
GE

GE AEROSPACE

COM NEW
369604301
$192.44 M
5 %

639,732

GEV
GEV

GE VERNOVA INC

COM
36828A101
$186.00 M
5 %

302,492

AAPL
AAPL

APPLE INC

COM
037833100
$182.44 M
5 %

716,498

NFLX
NFLX

NETFLIX INC

COM
64110L106
$166.97 M
4 %

139,265

BA
BA

BOEING CO

COM
097023105
$120.97 M
3 %

560,466

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