MARSICO CAPITAL MANAGEMENT LLC

Q4 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    75

  • Value ($000)

    $3,592,067

  • Date Filed
    02/12/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT

MICROSOFT CORP

COM
$251.34M
7 %

519,709

NVDA

NVIDIA CORPORATION

COM
$218.67M
6 %

1,172,494

AMZN

AMAZON COM INC

COM
$201.91M
6 %

874,730

TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$196.98M
6 %

648,181

AAPL

APPLE INC

COM
$193.03M
5 %

710,035

GEV

GE VERNOVA INC

COM
$190.01M
5 %

290,724

GE

GE AEROSPACE

COM NEW
$186.33M
5 %

604,907

META

META PLATFORMS INC

CL A
$167M
5 %

253,002

GOOGL

ALPHABET INC

CAP STK CL A
$153.54M
4 %

490,547

GS

GOLDMAN SACHS GROUP INC

COM
$124.19M
4 %

141,287

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