MARSICO CAPITAL MANAGEMENT LLC holdings history

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429 is the total number of securities MARSICO CAPITAL MANAGEMENT LLC has owned. The longest MARSICO CAPITAL MANAGEMENT LLC has owned a single stock is 42 quarters.

MARSICO CAPITAL MANAGEMENT LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
V VISA INC42421.56%4.95%8.15%Q2 2013Q3 202342
SHW SHERWIN-WILLIAMS CO42421.08%2.97%6.21%Q2 2013Q3 202342
MA MASTERCARD INCORPORATED25150.15%0.50%1.12%Q2 2013Q3 202340
FB META PLATFORMS INC3542.15%5.94%9.40%Q3 2013Q3 202339
AAPL APPLE INC38380.08%4.04%8.11%Q2 2014Q3 202338
AMZN AMAZON.COM INC3340.51%5.85%10.24%Q2 2013Q3 202337
FRC FIRST REPUBLIC BK SAN ...37370.03%0.53%2.07%Q4 2013Q4 202237
BABA ALIBABA GROUP HOLDING LTD35350.09%3.55%8.16%Q3 2014Q1 202335
CSGP COSTAR GROUP INC35350.06%0.37%2.90%Q2 2014Q4 202235
TSLA TESLA MTRS INC1630.03%1.17%4.52%Q2 2013Q3 202333
GOOGL ALPHABET INC32320.62%3.96%7.81%Q4 2015Q3 202332
UNH UNITEDHEALTH GROUP INC2130.78%3.59%6.34%Q3 2013Q3 202331
ASML ASML HOLDING NV1930.10%1.76%4.55%Q2 2013Q3 202331
BURL BURLINGTON STORES INC31310.06%0.35%2.20%Q4 2014Q2 202231
CRM SALESFORCE.COM INC30300.14%3.36%6.77%Q2 2013Q3 202030
DIS WALT DISNEY CO1330.11%2.97%6.86%Q2 2013Q3 202230
ADBE ADOBE SYSTEMS INCORPOR...2820.09%1.77%4.76%Q4 2015Q3 202330
ISRG INTUITIVE SURGICAL INC30300.16%1.10%2.79%Q3 2015Q4 202230
ZTS ZOETIS INC2820.02%0.62%3.87%Q2 2015Q3 202330
DPZ DOMINOS PIZZA INC2420.09%0.27%0.63%Q3 2013Q4 202229
TEAM ATLASSIAN CORP PLC28280.01%0.34%0.80%Q4 2015Q3 202228
HDB HDFC BANK LTD28280.04%0.11%0.22%Q2 2016Q1 202328
NVDA NVIDIA CORPORATION1910.20%3.89%8.09%Q3 2016Q3 202327
LMT LOCKHEED MARTIN CORP2430.05%2.09%5.24%Q2 2013Q3 202027
AME AMETEK INC NEW27270.10%0.22%0.35%Q1 2017Q3 202327
HEI HEICO CORP NEW27270.03%0.21%0.58%Q1 2017Q3 202327
MSFT MICROSOFT CORP26260.10%5.29%9.72%Q2 2017Q3 202326
CMG CHIPOTLE MEXICAN GRILL...1530.06%2.49%5.20%Q2 2013Q3 202326
CCI CROWN CASTLE INTL CORP...2420.04%1.62%5.59%Q1 2015Q3 202226
STZ CONSTELLATION BRANDS INC26260.17%1.10%2.68%Q2 2013Q3 201926
GWR GENESEE & WYOMING INC26260.03%0.18%0.36%Q2 2013Q3 201926
ORLY O REILLY AUTOMOTIVE IN...2050.16%0.54%1.28%Q1 2015Q3 202325
FLT FLEETCOR TECHNOLOGIES INC25250.16%0.52%1.26%Q2 2013Q2 201925
IDXX IDEXX LABS INC25250.09%0.30%0.72%Q3 2017Q3 202325
SBUX STARBUCKS CORPORATION1410.14%2.40%4.74%Q2 2013Q1 202324
LULU LULULEMON ATHLETICA INC810.06%1.45%5.60%Q2 2013Q3 202324
VRSK VERISK ANALYTICS INC2130.06%0.18%0.26%Q2 2013Q4 202024
PYPL PAYPAL HLDGS INC2211.58%4.89%6.92%Q4 2016Q3 202223
SBAC SBA COMMUNICATIONS COR...23230.11%0.23%0.33%Q1 2017Q3 202223
VMC VULCAN MATLS CO23230.06%0.18%0.49%Q3 2015Q1 202123
PTC PTC INC23230.06%0.18%0.26%Q4 2016Q2 202223
CGNX COGNEX CORP23230.02%0.15%0.26%Q4 2016Q2 202223
NKE NIKE INC1110.02%2.02%3.80%Q2 2013Q3 202222
NFLX NETFLIX INC1710.06%0.98%3.74%Q2 2015Q2 202322
DXCM DEXCOM INC11110.07%0.27%0.94%Q4 2014Q2 202222
NOVT NOVANTA INC22220.07%0.19%0.32%Q2 2018Q3 202322
SPGI S&P GLOBAL INC1280.01%2.56%5.52%Q3 2018Q3 202320
BLL BALL CORP20200.05%0.52%1.84%Q4 2016Q3 202120
NCLH NORWEGIAN CRUISE LINE ...20200.14%0.39%0.70%Q1 2015Q4 201920
RYAAY RYANAIR HOLDINGS PLC1910.02%0.38%0.95%Q4 2015Q2 202220
BRKB BERKSHIRE HATHAWAY INC...1330.03%0.22%0.59%Q2 2013Q3 202320
NOW SERVICENOW INC19190.19%2.61%5.50%Q1 2019Q3 202319
DHR DANAHER CORPORATION19190.10%1.92%3.49%Q1 2019Q3 202319
LRCX LAM RESEARCH CORP19190.09%0.92%2.61%Q4 2017Q2 202219
MSCI MSCI INC19190.06%0.27%0.63%Q1 2019Q3 202319
MCHP MICROCHIP TECHNOLOGY INC.19190.15%0.25%0.43%Q1 2019Q3 202319
TFX TELEFLEX INCORPORATED19190.04%0.21%0.32%Q2 2016Q4 202019
GWRE GUIDEWIRE SOFTWARE INC19190.12%0.19%0.30%Q4 2017Q2 202219
ALKS ALKERMES PLC1020.06%0.17%0.35%Q2 2013Q3 201819
OLLI OLLIES BARGAIN OUTLT H...19190.10%0.17%0.34%Q1 2017Q3 202119
CELG CELGENE CORP18180.10%2.54%5.32%Q2 2013Q3 201718
SCHW SCHWAB CHARLES CORP NEW18180.19%1.22%3.04%Q1 2014Q2 201818
STWD STARWOOD PROPERTY TRUS...18180.10%0.28%0.61%Q3 2013Q4 201718
EXAS EXACT SCIENCES CORP18180.04%0.12%0.22%Q1 2018Q2 202218
PCLN THE PRICELINE GROUP INC1070.42%1.96%5.11%Q2 2013Q3 201717
TSM TAIWAN SEMICONDUCTOR M...1430.13%1.03%3.35%Q2 2013Q3 202317
SNAP SNAP INC1430.05%0.48%1.50%Q3 2017Q2 202217
SPOT SPOTIFY TECHNOLOGY S A1410.07%0.42%1.10%Q2 2018Q3 202317
IT GARTNER INC1430.04%0.18%0.31%Q3 2016Q3 202317
FND FLOOR & DECOR HLDGS INC1340.06%0.14%0.24%Q2 2019Q3 202317
MELI MERCADOLIBRE INC1130.03%0.08%0.17%Q2 2013Q2 202317
HD THE HOME DEPOT INC1020.22%2.69%5.95%Q2 2013Q4 202216
CP CANADIAN PAC RY LTD1020.19%2.21%4.40%Q2 2013Q4 202216
PCRX PACIRA PHARMACEUTICALS...1240.01%0.77%2.15%Q3 2013Q4 201716
TWLO TWILIO INC1240.03%0.51%1.36%Q1 2017Q2 202216
COO COOPER COS INC16160.14%0.21%0.28%Q3 2018Q2 202216
BR BROADRIDGE FINL SOLUTI...16160.08%0.18%0.24%Q1 2016Q4 201916
SBNY SIGNATURE BK NEW YORK N Y16160.04%0.18%0.37%Q1 2016Q4 201916
HCSG HEALTHCARE SVCS GRP INC16160.07%0.17%0.23%Q3 2015Q2 201916
ICE INTERCONTINENTAL EXCHA...1410.14%0.93%1.28%Q4 2013Q4 201915
CTRP CTRIP COM INTL LTD1410.06%0.40%0.66%Q3 2014Q3 201815
APH AMPHENOL CORP NEW15150.11%0.40%0.82%Q1 2020Q3 202315
MNST MONSTER BEVERAGE CORP NEW1230.07%0.33%1.91%Q1 2016Q4 202215
MYCC CLUBCORP HOLDINGS INC15150.06%0.25%0.49%Q4 2013Q2 201715
BEAV B/E AEROSPACE INC15150.08%0.22%0.63%Q2 2013Q4 201615
ULTA ULTA SALON COSMETICS &...640.08%0.17%0.56%Q3 2013Q2 201915
PAGS PAGSEGURO DIGITAL LTD15150.02%0.05%0.07%Q1 2018Q3 202115
INXN INTERXION HOLDING NV14140.14%0.70%1.30%Q3 2016Q4 201914
SE SEA LTD14140.02%0.51%1.97%Q1 2020Q2 202314
CTAS CINTAS CORP14140.20%0.40%0.76%Q2 2020Q3 202314
MTD METTLER TOLEDO INTERNA...14140.10%0.34%0.68%Q1 2020Q2 202314
PANW PALO ALTO NETWORKS INC1040.06%0.32%0.87%Q4 2014Q3 202314
MMYT MAKEMYTRIP LTD1220.03%0.07%0.12%Q2 2015Q4 201914
LLY LILLY ELI & CO620.20%2.30%4.90%Q2 2015Q3 202313
AXP AMERICAN EXPRESS CO760.53%1.34%2.57%Q2 2013Q2 202213
MAR MARRIOTT INTL INC NEW720.12%0.69%2.02%Q3 2015Q4 201913
CME CME GROUP INC13130.16%0.29%0.50%Q4 2014Q4 201713
CCEP COCA COLA EUROPEAN PAR...13130.06%0.24%0.61%Q3 2020Q3 202313
SBAC SBA COMMUNICATIONS CORP1210.05%0.19%0.26%Q2 2013Q4 201613
ACHC ACADIA HEALTHCARE COMP...13130.05%0.12%0.21%Q2 2015Q2 201813
EA ELECTRONIC ARTS INC1110.11%1.90%4.46%Q4 2014Q4 201912
LBTYK LIBERTY GLOBAL PLC12120.39%0.66%0.97%Q2 2013Q1 201612
SHOP SHOPIFY INC1020.02%0.65%1.47%Q1 2020Q3 202312
WEX WEX INC12120.14%0.21%0.31%Q3 2019Q2 202212
RGEN REPLIGEN CORP12120.09%0.17%0.30%Q2 2020Q1 202312
FTDR FRONTDOOR INC12120.04%0.08%0.11%Q4 2018Q3 202112
BIIB BIOGEN INC921.24%4.35%6.48%Q2 2013Q4 201811
BA BOEING CO611.79%3.01%5.60%Q1 2015Q1 202311
DLTR DOLLAR TREE INC810.15%2.93%5.88%Q2 2013Q2 201911
ATVI ACTIVISION BLIZZARD INC710.03%1.42%3.95%Q4 2015Q4 202211
MCD MCDONALDS CORP11110.34%1.26%2.24%Q2 2018Q4 202011
DAL DELTA AIR LINES INC DEL920.18%1.12%2.90%Q1 2014Q3 202311
SQ SQUARE INC1010.09%1.06%2.67%Q2 2019Q1 202211
CBS CBS CORP NEW920.09%1.02%1.88%Q2 2013Q4 201711
UBER UBER TECHNOLOGIES INC910.08%0.59%3.43%Q1 2020Q3 202311
EL LAUDER ESTEE COS INC1010.06%0.52%0.89%Q2 2013Q4 202211
TTWO TAKE-TWO INTERACTIVE S...620.10%0.24%0.45%Q3 2017Q3 202311
RTN RAYTHEON COMPANY11110.13%0.22%0.26%Q3 2016Q1 201911
EW EDWARDS LIFESCIENCES CORP920.09%0.20%0.32%Q3 2016Q2 202211
AVTR AVANTOR INC11110.04%0.18%0.34%Q4 2019Q2 202211
BFAM BRIGHT HORIZONS FAM SO...11110.05%0.17%0.26%Q4 2019Q2 202211
MBBYF MOBILEYE NV AMSTELVEEN1010.04%0.12%0.21%Q3 2014Q2 201711
LIVN LIVANOVA PLC11110.05%0.12%0.23%Q2 2017Q4 201911
MON MONSANTO CO NEW820.74%3.37%5.28%Q2 2013Q2 201710
C CITIGROUP INC640.24%1.29%3.65%Q2 2013Q4 201510
TJX TJX COS INC NEW520.18%1.25%2.84%Q2 2013Q4 201910
TXN TEXAS INSTRUMENTS INC510.24%1.20%3.46%Q2 2013Q4 201910
AMGN AMGEN INC10100.32%0.96%1.79%Q4 2015Q1 201810
PODD INSULET CORP10100.07%0.28%0.57%Q1 2020Q2 202210
HLT HILTON WORLDWIDE HLDGS...10100.09%0.27%0.53%Q1 2020Q2 202210
GWPH GW PHARMACEUTICALS PLC910.02%0.21%0.54%Q3 2015Q3 202010
GPN GLOBAL PMTS INC10100.12%0.20%0.27%Q1 2020Q2 202210
LKQ LKQ CORP730.06%0.18%0.34%Q2 2013Q4 201610
RP REALPAGE INC10100.05%0.17%0.27%Q3 2018Q4 202010
ALXN ALEXION PHARMACEUTICAL...550.08%0.14%0.21%Q4 2013Q3 201610
QGEN QIAGEN NV10100.05%0.09%0.13%Q2 2017Q3 201910
BUFF BLUE BUFFALO PET PRODU...10100.02%0.06%0.09%Q3 2015Q4 201710
WYNN WYNN RESORTS LTD810.11%2.36%3.26%Q2 2013Q1 20169
HOT STARWOOD HOTELS & RESORTS990.15%2.16%3.71%Q2 2013Q2 20159
UNP UNION PACIFIC CORP990.72%1.95%2.63%Q2 2013Q2 20159
CMCSA COMCAST CORP991.11%1.94%3.19%Q2 2013Q2 20159
LNKD LINKEDIN CORP990.15%0.92%2.04%Q3 2013Q3 20159
EVHC ENVISION HEALTHCARE HO...990.11%0.31%0.54%Q3 2013Q3 20159
LOW LOWE'S COS INC990.21%0.29%0.35%Q2 2013Q2 20159
LH LABORATORY CORPORATION...990.22%0.28%0.33%Q2 2016Q2 20189
IMAX IMAX CORPORATION540.08%0.15%0.26%Q2 2013Q2 20169
MGP MGM GROWTH PROPERTIES LLC990.11%0.15%0.21%Q2 2016Q2 20189
NTRA NATERA INC810.03%0.11%0.24%Q3 2015Q2 20229
GILD GILEAD SCIENCES INC882.24%5.57%7.65%Q2 2013Q1 20158
SLB SCHLUMBERGER LTD620.51%2.52%4.06%Q2 2013Q4 20158
AMAT APPLIED MATLS INC880.04%2.10%5.70%Q1 2017Q4 20188
UPS UNITED PARCEL SERVICE INC881.23%1.95%2.70%Q3 2020Q2 20228
ANTM ANTHEM INC881.41%1.68%2.25%Q1 2017Q4 20188
MRVL MARVELL TECHNOLOGY INC530.11%0.48%2.29%Q2 2021Q3 20238
TAP MOLSON COORS BREWING CO880.15%0.39%0.59%Q3 2015Q2 20178
JNJ JOHNSON & JOHNSON880.29%0.37%0.44%Q1 2016Q4 20178
INCY INCYTE CORP410.05%0.32%0.72%Q2 2013Q2 20178
SIX SIX FLAGS ENTMT CORP NEW880.22%0.28%0.32%Q1 2016Q4 20178
LYFT LYFT INC880.04%0.26%0.57%Q4 2019Q3 20218
MS MORGAN STANLEY880.13%0.21%0.32%Q2 2013Q1 20158
VNTV VANTIV INC880.09%0.20%0.50%Q1 2016Q4 20178
LVS LAS VEGAS SANDS CORP440.01%0.13%0.27%Q3 2013Q3 20238
DDOG DATADOG INC880.02%0.12%0.20%Q3 2020Q2 20228
UAA UNDER ARMOUR INC620.05%0.07%0.11%Q3 2014Q4 20198
ROLL RBC BEARINGS INC880.02%0.05%0.08%Q1 2017Q4 20188
GOOGL GOOGLE INC613.05%4.67%6.25%Q2 2013Q3 20157
HCA HCA HOLDINGS INC520.32%1.99%3.14%Q3 2014Q1 20177
ACN ACCENTURE PLC IRELAND510.25%1.37%2.61%Q2 2013Q3 20237
CVS CVS HEALTH CORPORATION770.64%1.19%2.27%Q1 2014Q3 20157
NXPI NXP SEMICONDUCTORS NV520.03%0.77%1.43%Q1 2015Q1 20207
THS TREEHOUSE FOODS INC770.13%0.62%0.91%Q1 2016Q3 20177
MDLZ MONDELEZ INTL INC430.05%0.32%0.97%Q2 2013Q4 20177
IHS IHS INC770.09%0.31%0.52%Q2 2013Q4 20147
TWX TIME WARNER INC430.24%0.30%0.37%Q3 2014Q4 20177
SERV SERVICEMASTER GLOBAL H...770.12%0.19%0.35%Q3 2018Q1 20207
AGNPRA ALLERGAN PLC770.10%0.16%0.23%Q2 2016Q4 20177
AOS SMITH A O CORP770.06%0.15%0.20%Q2 2018Q4 20197
TTM TATA MOTORS LTD770.11%0.15%0.18%Q3 2013Q1 20157
CYN CITY NATIONAL CORP770.12%0.14%0.17%Q2 2013Q4 20147
RACE FERRARI N V770.04%0.10%0.25%Q1 2022Q3 20237
ARMH ARM HOLDINGS PLC520.01%0.02%0.09%Q1 2014Q4 20157
COST COSTCO WHSL CORP NEW662.98%3.27%3.55%Q2 2022Q3 20236
TMUS T-MOBILE US INC661.68%3.02%4.35%Q1 2022Q2 20236
JPM JPMORGAN CHASE & CO411.06%1.94%3.21%Q4 2014Q4 20226
REGN REGENERON PHARMA INC510.04%0.98%2.18%Q1 2015Q2 20206
NLSN NIELSEN HOLDINGS PLC660.25%0.90%1.42%Q3 2015Q4 20166
AZO AUTOZONE INC660.16%0.64%2.39%Q2 2013Q3 20146
WP WORLDPAY INC660.43%0.63%0.75%Q1 2018Q2 20196
KLAC KLA CORP660.35%0.58%1.07%Q2 2022Q3 20236
CSCO CISCO SYSTEMS INC660.10%0.42%0.52%Q1 2016Q2 20176
RCL ROYAL CARIBBEAN CRUISE...660.19%0.41%0.56%Q1 2015Q2 20166
T AT&T INC420.20%0.34%0.56%Q2 2016Q4 20196
MIC MACQUARIE INFRASTRUCTU...660.23%0.28%0.32%Q3 2016Q4 20176
AXON AXON ENTERPRISE INC660.10%0.20%0.24%Q1 2021Q2 20226
TSCO TRACTOR SUPPLY COMPANY210.10%0.18%0.29%Q2 2013Q3 20236
RRR RED ROCK RESORTS INC660.06%0.17%0.20%Q2 2016Q3 20176
DNKN DUNKIN BRANDS GROUP INC660.11%0.16%0.22%Q2 2013Q3 20146
HZNP HORIZON THERAPEUTICS P...660.09%0.16%0.22%Q1 2021Q2 20226
PLNT PLANET FITNESS INC660.08%0.16%0.23%Q1 2021Q2 20226
NVS NOVARTIS AG510.06%0.16%0.22%Q4 2014Q3 20236
MRVL MARVELL TECHNOLOGY GRO...660.10%0.14%0.20%Q4 2019Q1 20216
MTN VAIL RESORTS INC660.11%0.14%0.16%Q3 2018Q4 20196
GDRX GOODRX HLDGS INC660.05%0.09%0.17%Q4 2020Q1 20226
SNPS SYNOPSYS INC550.45%3.36%4.87%Q3 2022Q3 20235
BX BLACKSTONE INC551.25%2.66%3.35%Q3 2021Q3 20225
PXD PIONEER NATURAL RESOUR...410.19%2.28%4.16%Q3 2014Q1 20235
KHC KRAFT HEINZ CO551.02%1.31%1.49%Q1 2016Q1 20175
GMCR KEURIG GREEN MOUNTAIN INC320.05%1.21%2.48%Q1 2014Q2 20155
MRK MERCK & CO INC320.20%1.18%1.75%Q4 2014Q3 20175
ILMN ILLUMINA INC550.04%1.13%2.85%Q1 2015Q1 20165
AR ANTERO RESOURCES CORP550.72%0.91%1.20%Q4 2013Q4 20145
FIS FIDELITY NATL INFORMAT...550.16%0.44%0.71%Q3 2019Q3 20205
NVR NVR INC550.26%0.35%0.41%Q3 2022Q3 20235
GOLF ACUSHNET HLDGS CORP550.32%0.34%0.39%Q3 2022Q3 20235
3106PS DELPHI AUTOMOTIVE PLC310.12%0.33%0.60%Q1 2014Q4 20155
SIG SIGNET JEWELERS LTD550.01%0.30%0.45%Q4 2014Q4 20155
WM WASTE MGMT INC DEL550.28%0.29%0.32%Q4 2016Q4 20175
MDT MEDTRONIC PLC320.16%0.23%0.28%Q1 2015Q3 20165
BIDU BAIDU INC550.15%0.21%0.28%Q1 2014Q1 20155
YNDX YANDEX NV550.10%0.19%0.28%Q2 2013Q2 20145
RYAAY RYANAIR HOLDINGS PLC410.09%0.17%0.24%Q2 2013Q3 20155
TOAST INC550.15%0.17%0.18%Q3 2022Q3 20235
OKTA OKTA INC550.15%0.16%0.19%Q1 2020Q1 20215
BLKB BLACKBAUD INC550.04%0.12%0.15%Q4 2015Q4 20165
HOLX HOLOGIC INC550.08%0.11%0.13%Q2 2017Q2 20185
ELAN ELANCO ANIMAL HEALTH INC550.03%0.10%0.16%Q3 2018Q3 20195
ABMD ABIOMED INC550.05%0.10%0.13%Q3 2018Q3 20195
QIWI QIWI PLC320.04%0.10%0.19%Q2 2013Q3 20145
TDOC TELADOC HEALTH INC550.02%0.06%0.10%Q3 2020Q3 20215
LUXTY LUXOTTICA GROUP SPA550.04%0.05%0.05%Q2 2013Q2 20145
PSMT PRICESMART INC550.03%0.04%0.06%Q2 2013Q2 20145
WFM WHOLE FOODS MKT INC320.01%0.02%0.02%Q2 2013Q1 20175
WFC WELLS FARGO & CO NEW222.18%2.61%3.00%Q2 2013Q1 20174
GD GENERAL DYNAMICS CORP441.98%2.52%2.88%Q1 2014Q4 20144
URI UNITED RENTALS INC220.82%2.23%3.85%Q2 2013Q1 20234
VRTX VERTEX PHARMACEUTICALS...312.03%2.21%2.55%Q1 2015Q1 20184
AGN ALLERGAN PLC220.48%2.18%3.90%Q2 2015Q3 20164
CLR CONTINENTAL RESOURCES INC441.16%1.39%1.66%Q4 2013Q3 20144
KR KROGER CO440.12%1.16%2.06%Q4 2015Q3 20164
ON HLDG AG440.59%0.82%0.92%Q4 2021Q3 20224
ON ON SEMICONDUCTOR CORP440.05%0.57%1.97%Q4 2021Q3 20224
NBIX NEUROCRINE BIOSCIENCES...440.26%0.55%0.94%Q4 2022Q3 20234
GWW WW GRAINGER INC220.23%0.44%0.80%Q2 2013Q2 20144
A104PS HILTON WORLDWIDE HOLDI...440.09%0.38%0.51%Q4 2013Q3 20144
LIN LINDE PLC310.33%0.36%0.40%Q4 2020Q3 20224
MCO MOODYS CORP310.14%0.36%0.98%Q2 2013Q4 20204
UAL UNITED CONTINENTAL HOL...310.17%0.31%0.62%Q1 2014Q3 20234
TRIP TRIPADVISOR INC440.13%0.23%0.32%Q1 2014Q4 20144
NVDQ NOVADAQ TECHNOLOGIES INC220.05%0.23%0.40%Q1 2014Q1 20154
TMO THERMO FISHER SCIENTIF...440.17%0.22%0.29%Q1 2021Q4 20214
ECL ECOLAB INC440.11%0.22%0.48%Q2 2013Q1 20144
ZBH ZIMMER BIOMET HLDGS INC440.12%0.19%0.24%Q1 2017Q4 20174
FAST FASTENAL CO440.14%0.17%0.20%Q1 2014Q4 20144
HUBS HUBSPOT INC310.11%0.15%0.18%Q4 2021Q3 20234
U UNITY SOFTWARE INC440.05%0.12%0.17%Q3 2021Q2 20224
BMRN BIOMARIN PHARMACEUTICA...440.09%0.12%0.13%Q2 2013Q1 20144
CPA COPA HOLDINGS SA220.07%0.11%0.13%Q3 2013Q3 20144
WDAY WORKDAY INC440.03%0.08%0.13%Q4 2013Q3 20144
JUNO JUNO THERAPEUTICS INC440.05%0.07%0.12%Q4 2014Q3 20154
VIPS VIPSHOP HOLDINGS LTD220.03%0.05%0.07%Q3 2014Q3 20154
AIG AMERICAN INTERNATIONAL...331.51%2.39%2.90%Q2 2013Q4 20133
BSX BOSTON SCIENTIFIC CORP331.23%1.29%1.32%Q1 2017Q3 20173
AMD ADVANCED MICRO DEVICES...210.22%1.16%3.01%Q1 2022Q2 20233
GMCR GREEN MOUNTAIN COFFEE ...330.95%1.13%1.47%Q2 2013Q4 20133
PCP PRECISION CASTPARTS CORP330.04%1.06%2.93%Q2 2013Q4 20133
LBTYA LIBERTY GLOBAL PLC330.90%0.95%1.00%Q2 2013Q4 20133
GLOB GLOBANT S A330.35%0.60%0.80%Q3 2021Q1 20223
GPS GAP INC330.29%0.54%0.82%Q3 2013Q1 20143
YHOO YAHOO! INC210.16%0.53%0.80%Q2 2013Q1 20143
MOBILEYE GLOBAL INC330.23%0.50%0.80%Q1 2023Q3 20233
ENDP ENDO INTERNATIONAL PLC330.48%0.50%0.51%Q1 2015Q3 20153
PNR PENTAIR LTD330.07%0.43%1.14%Q2 2013Q4 20133
MTCH MATCH GROUP INC330.34%0.41%0.48%Q1 2018Q3 20183
DLR DIGITAL RLTY TR INC330.33%0.39%0.48%Q1 2020Q3 20203
ULTI ULTIMATE SOFTWARE GROU...330.19%0.37%0.60%Q3 2018Q1 20193
GTHX G1 THERAPEUTICS INC330.31%0.34%0.36%Q1 2018Q3 20183
ENPH ENPHASE ENERGY INC330.28%0.33%0.38%Q3 2022Q1 20233
LHX L3HARRIS TECHNOLOGIES INC330.24%0.26%0.27%Q3 2019Q1 20203
ROST ROSS STORES INC330.18%0.23%0.30%Q2 2013Q4 20133
GE HEALTHCARE TECHNOLO...330.12%0.22%0.29%Q1 2023Q3 20233
HGV HILTON GRAND VACATIONS...330.16%0.20%0.22%Q2 2017Q4 20173
WSO WATSCO INC330.12%0.19%0.34%Q1 2023Q3 20233
NLSN NIELSEN NV330.16%0.17%0.19%Q4 2014Q2 20153
PNK PINNACLE ENTERTAINMENT...330.12%0.16%0.18%Q3 2013Q1 20143
VRSN VERISIGN INC330.12%0.15%0.19%Q2 2013Q4 20133
SAVE SPIRIT AIRLS INC330.13%0.15%0.19%Q1 2021Q3 20213
TDG TRANSDIGM GROUP INC210.10%0.15%0.22%Q2 2013Q1 20143
RHI ROBERT HALF INTL INC330.09%0.15%0.18%Q1 2014Q3 20143
RMD RESMED INC330.09%0.14%0.18%Q1 2019Q3 20193
M MACYS INC330.04%0.14%0.24%Q2 2014Q4 20143
ADPT ADAPTIVE BIOTECHNOLOGI...330.11%0.12%0.14%Q3 2020Q1 20213
MNRO MONRO MUFFLER BRAKE INC330.11%0.12%0.13%Q2 2013Q4 20133
FIVE FIVE BELOW INC330.08%0.09%0.11%Q1 2023Q3 20233
DECK DECKERS OUTDOOR CORP330.08%0.09%0.11%Q1 2014Q3 20143
SRCL STERICYCLE INC330.04%0.09%0.12%Q1 2016Q3 20163
LL LUMBER LIQUIDATORS HOL...210.09%0.09%0.09%Q1 2014Q4 20143
QUNR QUNAR CAYMAN ISLANDS LTD210.03%0.08%0.17%Q4 2013Q4 20143
PATH UIPATH INC330.07%0.08%0.08%Q4 2021Q2 20223
DGI DIGITALGLOBE INC330.06%0.07%0.10%Q4 2013Q2 20143
Z ZILLOW INC330.06%0.07%0.09%Q3 2013Q1 20143
STLD STEEL DYNAMICS INC330.04%0.04%0.04%Q1 2018Q3 20183
NVLS NIVALIS THERAPEUTICS INC330.02%0.03%0.04%Q2 2015Q4 20153
CLDX CELLDEX THERAPEUTICS INC210.02%0.03%0.06%Q3 2013Q1 20153
B108PS ACTAVIS PLC222.62%3.34%4.06%Q4 2014Q1 20152
CMI CUMMINS INC222.10%2.39%2.68%Q3 2013Q4 20132
ABNB AIRBNB INC222.28%2.36%2.43%Q4 2021Q1 20222
DVN DEVON ENERGY CORP NEW221.39%1.87%2.35%Q3 2022Q4 20222
EBAY EBAY INC220.66%1.54%2.43%Q2 2013Q3 20132
TYC TYCO INTERNATIONAL LTD221.49%1.51%1.54%Q1 2014Q2 20142
VRX VALEANT PHARMACEUTICAL...220.89%1.37%1.85%Q1 2015Q2 20152
HAL HALLIBURTON CO220.52%1.16%1.80%Q2 2014Q3 20142
GOOG GOOGLE INC220.83%1.09%1.35%Q2 2014Q3 20142
KMI KINDER MORGAN INC220.00%0.93%1.86%Q2 2013Q3 20132
ICE INTERCONTINENTALEXCHAN...220.21%0.54%0.86%Q2 2013Q3 20132
LMCA LIBERTY MEDIA CORP220.35%0.53%0.72%Q3 2013Q4 20132
FOXA TWENTY-FIRST CENTURY F...220.52%0.52%0.53%Q1 2014Q2 20142
CELH CELSIUS HLDGS INC220.46%0.51%0.55%Q2 2023Q3 20232
CTSH COGNIZANT TECH SOLUTIO...220.30%0.49%0.68%Q1 2014Q2 20142
CSX CSX CORP220.26%0.46%0.66%Q2 2013Q3 20132
SAP SAP SE110.41%0.42%0.44%Q1 2022Q3 20232
LEN LENNAR CORP220.40%0.40%0.41%Q2 2023Q3 20232
PNRA PANERA BREAD COMPANY220.34%0.39%0.45%Q4 2013Q1 20142
TWC TIME WARNER CABLE110.07%0.36%0.66%Q3 2013Q1 20152
ETSY ETSY INC220.18%0.27%0.36%Q3 2022Q4 20222
KORS MICHAEL KORS HOLDINGS LTD220.23%0.24%0.24%Q3 2013Q4 20132
TWTR TWITTER INC110.17%0.22%0.27%Q4 2013Q1 20212
YOKU YOUKU TUDOU INC220.20%0.22%0.23%Q3 2013Q4 20132
NWL NEWELL BRANDS INC220.16%0.21%0.26%Q3 2016Q4 20162
TTD THE TRADE DESK INC220.08%0.20%0.32%Q1 2022Q2 20222
HRS HARRIS CORP DEL220.17%0.18%0.20%Q1 2019Q2 20192
ST SENSATA TECHNOLOGIES H...220.14%0.15%0.16%Q4 2013Q1 20142
DOCU DOCUSIGN INC220.13%0.15%0.17%Q2 2021Q3 20212
F113PS COVIDIEN PLC220.07%0.13%0.18%Q1 2014Q2 20142
CPRT COPART INC220.12%0.12%0.12%Q1 2014Q2 20142
PRGO PERRIGO CO PLC110.10%0.10%0.10%Q3 2014Q4 20152
RNG RINGCENTRAL INC220.10%0.10%0.10%Q1 2020Q2 20202
CNC CENTENE CORP DEL220.07%0.10%0.12%Q1 2020Q2 20202
CFMS CONFORMIS INC220.09%0.10%0.10%Q3 2015Q4 20152
BKW BURGER KING WORLDWIDE INC220.08%0.09%0.10%Q2 2014Q3 20142
XPO XPO LOGISTICS INC220.06%0.08%0.10%Q1 2015Q2 20152
ISIS ISIS PHARMACEUTICALS INC110.06%0.06%0.06%Q1 2014Q3 20152
RCPT RECEPTOS INC220.03%0.05%0.07%Q4 2014Q1 20152
WOOF VCA INC220.05%0.05%0.05%Q4 2016Q1 20172
GDS GDS HLDGS LTD220.04%0.04%0.04%Q4 2020Q1 20212
WUBA 58 COM INC220.03%0.04%0.04%Q2 2018Q3 20182
ENV ENVESTNET INC220.03%0.03%0.03%Q3 2015Q4 20152
KMIWS KINDER MORGAN INC220.01%0.01%0.01%Q2 2013Q3 20132
CXRX CONCORDIA HEALTHCARE CORP220.00%0.01%0.01%Q3 2015Q4 20152
BUD ANHEUSER-BUSCH INBEV112.64%2.64%2.64%Q2 2013Q2 20131
BMY BRISTOL MYERS SQUIBB C...112.08%2.08%2.08%Q2 2013Q2 20131
AMT AMERICAN TOWER CORPORA...111.02%1.02%1.02%Q2 2013Q2 20131
WMT WAL-MART STORES INC110.94%0.94%0.94%Q2 2013Q2 20131
AAL AMERICAN AIRLINES GROU...110.60%0.60%0.60%Q1 2014Q1 20141
SYF SYNCHRONY FINANCIAL110.60%0.60%0.60%Q4 2015Q4 20151
JD JD.COM INC110.55%0.55%0.55%Q2 2022Q2 20221
CAM CAMERON INTERNATIONAL ...110.42%0.42%0.42%Q3 2013Q3 20131
MRC MRC GLOBAL INC110.32%0.32%0.32%Q2 2013Q2 20131
INTU INTUIT110.31%0.31%0.31%Q3 2023Q3 20231
BKNG BOOKING HOLDINGS INC110.29%0.29%0.29%Q1 2021Q1 20211
FL FOOT LOCKER INC110.28%0.28%0.28%Q1 2016Q1 20161
SBH SALLY BEAUTY HOLDINGS INC110.26%0.26%0.26%Q3 2013Q3 20131
SNOW SNOWFLAKE INC110.26%0.26%0.26%Q3 2022Q3 20221
ANET ARISTA NETWORKS INC110.25%0.25%0.25%Q2 2023Q2 20231
LINDE PLC110.22%0.22%0.22%Q3 2023Q3 20231
MTCH MATCH GROUP INC NEW110.22%0.22%0.22%Q3 2021Q3 20211
EOG EOG RESOURCES INC110.20%0.20%0.20%Q3 2014Q3 20141
TGT TARGET CORP110.20%0.20%0.20%Q3 2017Q3 20171
MDT MEDTRONIC INC110.20%0.20%0.20%Q4 2014Q4 20141
GPC GENUINE PARTS CO110.19%0.19%0.19%Q4 2014Q4 20141
SLXP SALIX PHARMACEUTICALS INC110.19%0.19%0.19%Q3 2014Q3 20141
TEL TE CONNECTIVITY LTD110.17%0.17%0.17%Q4 2019Q4 20191
FANG DIAMONDBACK ENERGY INC110.17%0.17%0.17%Q2 2022Q2 20221
CNI CANADIAN NATL RY CO110.16%0.16%0.16%Q3 2022Q3 20221
EXPE EXPEDIA INC110.16%0.16%0.16%Q2 2013Q2 20131
DASH DOORDASH INC110.16%0.16%0.16%Q3 2021Q3 20211
COH COACH INC110.15%0.15%0.15%Q4 2013Q4 20131
DG DOLLAR GENERAL CORP110.15%0.15%0.15%Q1 2014Q1 20141
CTRX CATAMARAN CORP110.14%0.14%0.14%Q4 2013Q4 20131
SFXEQ SFX ENTERTAINMENT INC110.14%0.14%0.14%Q4 2013Q4 20131
PAH PLATFORM SPECIALTY PRO...110.13%0.13%0.13%Q2 2015Q2 20151
CHD CHURCH & DWIGHT CO INC110.13%0.13%0.13%Q2 2013Q2 20131
CARR CARRIER GLOBAL CORPORA...110.12%0.12%0.12%Q3 2023Q3 20231
BSMX GRUPO FINANCIERO SANTA...110.12%0.12%0.12%Q3 2014Q3 20141
GM GENERAL MOTORS CO110.11%0.11%0.11%Q3 2013Q3 20131
LYB LYONDELLBASELL INDUSTRIES110.11%0.11%0.11%Q2 2015Q2 20151
RLGY REALOGY HOLDINGS CORP110.11%0.11%0.11%Q1 2014Q1 20141
CHWY CHEWY INC110.11%0.11%0.11%Q2 2021Q2 20211
RL RALPH LAUREN CORP110.10%0.10%0.10%Q2 2013Q2 20131
PRTY PARTY CITY HOLDCO INC110.10%0.10%0.10%Q2 2015Q2 20151
ALGN ALIGN TECHNOLOGY INC110.10%0.10%0.10%Q4 2019Q4 20191
SPY SPDR S&P 500 ETF TR110.10%0.10%0.10%Q4 2015Q4 20151
CHKP CHECK POINT SOFTWARE TECH110.10%0.10%0.10%Q3 2015Q3 20151
MNST MONSTER BEVERAGE CORP110.09%0.09%0.09%Q2 2013Q2 20131
PLKI POPEYES LOUISIANA KITC...110.09%0.09%0.09%Q1 2015Q1 20151
STX SEAGATE TECHNOLOGY PLC110.09%0.09%0.09%Q2 2013Q2 20131
DRC DRESSER-RAND GROUP INC110.09%0.09%0.09%Q3 2013Q3 20131
MGM MGM RESORTS INTERNATIONAL110.08%0.08%0.08%Q2 2014Q2 20141
CX CEMEX SAB DE CV110.08%0.08%0.08%Q2 2014Q2 20141
EQIX EQUINIX INC110.08%0.08%0.08%Q2 2013Q2 20131
DATA TABLEAU SOFTWARE INC110.08%0.08%0.08%Q3 2015Q3 20151
SIRI SIRIUS XM HOLDINGS INC110.08%0.08%0.08%Q1 2014Q1 20141
COHR COHERENT INC110.07%0.07%0.07%Q1 2017Q1 20171
DE DEERE & CO110.07%0.07%0.07%Q2 2022Q2 20221
SPLK SPLUNK INC110.06%0.06%0.06%Q1 2014Q1 20141
VEEV VEEVA SYSTEMS INC110.06%0.06%0.06%Q4 2013Q4 20131
BRO BROWN & BROWN INC110.06%0.06%0.06%Q2 2013Q2 20131
TAL TAL EDUCATION GROUP110.05%0.05%0.05%Q4 2015Q4 20151
RH RESTORATION HARDWARE H...110.05%0.05%0.05%Q3 2013Q3 20131
MU MICRON TECHNOLOGY INC110.04%0.04%0.04%Q4 2014Q4 20141
LILAK LIBERTY GLOBAL PLC110.04%0.04%0.04%Q2 2016Q2 20161
DAVA ENDAVA PLC110.04%0.04%0.04%Q4 2022Q4 20221
WIX WIX COM LTD110.04%0.04%0.04%Q1 2021Q1 20211
CRTO CRITEO SA110.03%0.03%0.03%Q4 2013Q4 20131
BE BLOOM ENERGY CORP110.03%0.03%0.03%Q3 2018Q3 20181
MODN MODEL N INC110.03%0.03%0.03%Q2 2013Q2 20131
TRVG TRIVAGO N V110.03%0.03%0.03%Q2 2017Q2 20171
ESGC EROS INTERNATIONAL PLC110.03%0.03%0.03%Q3 2015Q3 20151
BKFS BLACK KNIGHT FINANCIAL110.03%0.03%0.03%Q2 2015Q2 20151
VFC VF CORP110.02%0.02%0.02%Q4 2014Q4 20141
AUTL AUTOLUS THERAPEUTICS PLC110.02%0.02%0.02%Q2 2018Q2 20181
SEAS SEAWORLD ENTERTAINMENT...110.02%0.02%0.02%Q2 2013Q2 20131
DTEA DAVIDSTEA INC110.02%0.02%0.02%Q2 2015Q2 20151
IQ IQIYI INC110.02%0.02%0.02%Q1 2018Q1 20181
SKX SKECHERS USA INC110.02%0.02%0.02%Q3 2014Q3 20141
WSM WILLIAMS-SONOMA INC110.01%0.01%0.01%Q1 2015Q1 20151
FEYE FIREEYE INC110.01%0.01%0.01%Q4 2013Q4 20131
SDC SMILEDIRECTCLUB INC110.01%0.01%0.01%Q3 2019Q3 20191
AACH AAC HOLDINGS INC110.01%0.01%0.01%Q2 2015Q2 20151
DSGX DESCARTES SYSTEMS GRP110.01%0.01%0.01%Q4 2015Q4 20151
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The securities at the top of the list , including VISA INC, SHERWIN-WILLIAMS CO, and MASTERCARD INCORPORATED, are the highest-conviction holdings of MARSICO CAPITAL MANAGEMENT LLC.

The conviction is calculated by counting the number of quarters a security has been reported by MARSICO CAPITAL MANAGEMENT LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that MARSICO CAPITAL MANAGEMENT LLC owns currently or has owned in the past.