MARSICO CAPITAL MANAGEMENT LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$2.9T
Holdings
63
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1,331,683 | $253.4B | 8.70% | |
| 2 | METAMETA PLATFORMS INC | 409,454 | $236.0B | 8.10% | |
| 3 | MSFTMICROSOFT CORP | 509,356 | $191.2B | 6.56% | |
| 4 | GEGE AEROSPACE | 658,763 | $131.9B | 4.53% | |
| 5 | NFLXNETFLIX INC | 139,410 | $130.0B | 4.46% | |
| 6 | AAPLAPPLE INC | 562,712 | $125.0B | 4.29% | |
| 7 | COSTCOSTCO WHSL CORP NEW | 131,489 | $124.4B | 4.27% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 720,267 | $119.6B | 4.10% | |
| 9 | CMGCHIPOTLE MEXICAN GRILL INC | 2,232,088 | $112.1B | 3.85% | |
| 10 | NVDANVIDIA CORPORATION | 892,346 | $96.7B | 3.32% | |
| 11 | GEVGE VERNOVA INC | 309,573 | $94.5B | 3.24% | |
| 12 | SNPSSYNOPSYS INC | 214,054 | $91.8B | 3.15% | |
| 13 | GSGOLDMAN SACHS GROUP INC | 155,814 | $85.1B | 2.92% | |
| 14 | GOOGLALPHABET INC | 543,502 | $84.0B | 2.89% | |
| 15 | VVISA INC | 197,775 | $69.3B | 2.38% | |
| 16 | TKOTKO GROUP HOLDINGS INC | 447,610 | $68.4B | 2.35% | |
| 17 | NOWSERVICENOW INC | 82,743 | $65.9B | 2.26% | |
| 18 | SPOTSPOTIFY TECHNOLOGY S A | 117,274 | $64.5B | 2.21% | |
| 19 | SHWSHERWIN WILLIAMS CO | 169,168 | $59.1B | 2.03% | |
| 20 | BABOEING CO | 339,423 | $57.9B | 1.99% | |
| 21 | ASMLASML HOLDING N V | 85,808 | $56.9B | 1.95% | |
| 22 | SAPSAP SE | 173,508 | $46.6B | 1.60% | |
| 23 | KKRKKR & CO INC | 379,422 | $43.9B | 1.51% | |
| 24 | JPMJPMORGAN CHASE & CO. | 171,379 | $42.0B | 1.44% | |
| 25 | SBUXSTARBUCKS CORP | 347,382 | $34.1B | 1.17% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 61,984 | $33.0B | 1.13% | |
| 27 | ORLYOREILLY AUTOMOTIVE INC | 18,842 | $27.0B | 0.93% | |
| 28 | RACEFERRARI N V | 61,270 | $26.2B | 0.90% | |
| 29 | HEIHEICO CORP NEW | 87,266 | $23.3B | 0.80% | |
| 30 | CITCINTAS CORP | 110,245 | $22.7B | 0.78% | |
| 31 | ARMARM HOLDINGS PLC | 207,650 | $22.2B | 0.76% | |
| 32 | UBERUBER TECHNOLOGIES INC | 223,241 | $16.3B | 0.56% | |
| 33 | SHOPSHOPIFY INC | 162,557 | $15.5B | 0.53% | |
| 34 | KLACKLA CORP | 21,469 | $14.6B | 0.50% | |
| 35 | MAMASTERCARD INCORPORATED | 26,460 | $14.5B | 0.50% | |
| 36 | PLTRPALANTIR TECHNOLOGIES INC | 164,764 | $13.9B | 0.48% | |
| 37 | CBRECBRE GROUP INC | 103,825 | $13.6B | 0.47% | |
| 38 | NTRANATERA INC | 80,180 | $11.3B | 0.39% | |
| 39 | RBLXROBLOX CORP | 188,150 | $11.0B | 0.38% | |
| 40 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 125,852 | $11.0B | 0.38% | |
| 41 | APHAMPHENOL CORP NEW | 159,678 | $10.5B | 0.36% | |
| 42 | UALUNITED AIRLS HLDGS INC | 141,889 | $9.8B | 0.34% | |
| 43 | NVRNVR INC | 1,298 | $9.4B | 0.32% | |
| 44 | MCOMOODYS CORP | 18,419 | $8.6B | 0.29% | |
| 45 | AJGGALLAGHER ARTHUR J & CO | 24,709 | $8.5B | 0.29% | |
| 46 | BKNGBOOKING HOLDINGS INC | 1,851 | $8.5B | 0.29% | |
| 47 | AMEAMETEK INC | 48,635 | $8.4B | 0.29% | |
| 48 | IHGINTERCONTINENTAL HOTELS GROU | 70,286 | $7.7B | 0.26% | |
| 49 | YUMYUM BRANDS INC | 48,910 | $7.7B | 0.26% | |
| 50 | WSOWATSCO INC | 14,415 | $7.3B | 0.25% | |
| 51 | GOLFACUSHNET HLDGS CORP | 100,319 | $6.9B | 0.24% | |
| 52 | AXPAMERICAN EXPRESS CO | 23,817 | $6.4B | 0.22% | |
| 53 | DALDELTA AIR LINES INC DEL | 145,680 | $6.4B | 0.22% | |
| 54 | CRWDCROWDSTRIKE HLDGS INC | 17,508 | $6.2B | 0.21% | |
| 55 | URIUNITED RENTALS INC | 9,690 | $6.1B | 0.21% | |
| 56 | MSCIMSCI INC | 10,594 | $6.0B | 0.21% | |
| 57 | DASHDOORDASH INC | 32,728 | $6.0B | 0.21% | |
| 58 | ONONON HLDG AG | 133,327 | $5.9B | 0.20% | |
| 59 | LINLINDE PLC | 10,670 | $5.0B | 0.17% | |
| 60 | CAVACAVA GROUP INC | 45,951 | $4.0B | 0.14% | |
| 61 | TYLTYLER TECHNOLOGIES INC | 6,516 | $3.8B | 0.13% | |
| 62 | OWLBLUE OWL CAPITAL INC | 152,777 | $3.1B | 0.11% | |
| 63 | WCNWASTE CONNECTIONS INC | 4,091 | $798.5M | 0.03% |