News + Filings Holdings
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MARSICO CAPITAL MANAGEMENT LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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MICROSOFT CORP
| MSFT | Common | 715,824 | 141,067 | 243,766,705,000 | 78,064,262,000 | 9.72 | 0.01 |
Hist
| 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | Common | 662,036 | 604,631 | 75,412,521,000 | 69,786,257,000 | 3.01 | 0.04 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 792,633 | 518,628 | 94,878,170,000 | 66,455,631,000 | 3.78 | |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 402,149 | 129,453 | 105,270,544,000 | 48,697,032,000 | 4.20 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 956,911 | 45,009 | 185,612,027,000 | 35,239,387,000 | 7.40 | |
Hist
| 06/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 192,858 | 44,928 | 92,695,269,000 | 22,785,030,000 | 3.69 | 0.02 |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | SPONSORED ADS | 287,059 | 108,691 | 28,969,994,000 | 12,378,203,000 | 1.15 | |
Hist
| 06/30/2023 |
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S&P Global Inc.
| SPGI | COM | 150,274 | 4,754 | 60,243,344,000 | 10,072,414,000 | 2.40 | 0.05 |
Hist
| 06/30/2023 |
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Mobileye Global Inc.
| MBLY | Common | 311,079 | 196,352 | 11,951,655,000 | 6,987,418,000 | 0.48 | 0.60 |
Hist
| 06/30/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 138,877 | 2,383 | 74,768,599,000 | 6,948,825,000 | 2.98 | |
Hist
| 06/30/2023 |
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Spotify Technology S.A.
| SPOT | COM | 114,280 | 26,489 | 18,347,654,000 | 6,617,021,000 | 0.73 | 0.06 |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 258,766 | 14,314 | 61,451,750,000 | 6,337,602,000 | 2.45 | |
Hist
| 06/30/2023 |
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GE HealthCare Technologies Inc.
| GEHC | Common | 88,698 | 58,122 | 7,205,826,000 | 4,697,677,000 | 0.29 | |
Hist
| 06/30/2023 |
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Floor & Decor Holdings, Inc.
| FND | COM | 48,085 | 23,248 | 4,998,917,000 | 2,559,427,000 | 0.20 | |
Hist
| 06/30/2023 |
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