MARSICO CAPITAL MANAGEMENT LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$2.4T
Holdings
103
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (103 positions)
| Stock | Value |
|---|---|
BABAALIBABA GROUP HLDG LTD | $189.9B |
METAFACEBOOK INC | $182.4B |
AMZNAMAZON COM INC | $155.2B |
UNHUNITEDHEALTH GROUP INC | $138.3B |
VVISA INC | $133.5B |
NVDANVIDIA CORP | $127.4B |
PYPLPAYPAL HLDGS INC | $102.7B |
CELGCELGENE CORP | $100.1B |
LMTLOCKHEED MARTIN CORP | $94.9B |
GOOGLALPHABET INC | $64.1B |
CRMSALESFORCE COM INC | $62.7B |
ATVIEURACTIVISION BLIZZARD INC | $58.2B |
BKNGPRICELINE GRP INC | $54.4B |
BURLBURLINGTON STORES INC | $52.4B |
AAPLAPPLE INC | $47.3B |
STZCONSTELLATION BRANDS INC | $42.1B |
MRKMERCK & CO INC | $41.8B |
SHWSHERWIN WILLIAMS CO | $40.3B |
ELVANTHEM INC | $38.4B |
TXNTEXAS INSTRS INC | $36.2B |
BSXBOSTON SCIENTIFIC CORP | $31.6B |
NFLXNETFLIX INC | $31.2B |
—MONSANTO CO NEW | $24.5B |
DISDISNEY WALT CO | $23.1B |
AMGNAMGEN INC | $23.0B |
ICEINTERCONTINENTAL EXCHANGE IN | $21.9B |
LULULULULEMON ATHLETICA INC | $20.9B |
AMATAPPLIED MATLS INC | $20.2B |
8CWCROWN CASTLE INTL CORP NEW | $20.0B |
FRCBFIRST REP BK SAN FRANCISCO C | $19.5B |
INCYINCYTE CORP | $17.2B |
ADBEADOBE SYS INC | $16.5B |
RYAAYRYANAIR HLDGS PLC | $14.1B |
NCLHNORWEGIAN CRUISE LINE HLDGS | $12.8B |
ISRGINTUITIVE SURGICAL INC | $12.6B |
ORLYO REILLY AUTOMOTIVE INC NEW | $12.5B |
THSTREEHOUSE FOODS INC | $12.2B |
SCHWSCHWAB CHARLES CORP NEW | $10.0B |
CTRPUSDCTRIP COM INTL LTD | $9.9B |
JNJJOHNSON & JOHNSON | $9.1B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $8.6B |
STWDSTARWOOD PPTY TR INC | $8.4B |
—INTERXION HOLDING N.V | $8.4B |
ZTSZOETIS INC | $8.2B |
HDHOME DEPOT INC | $7.7B |
—LABORATORY CORP AMER HLDGS | $7.4B |
TJXTJX COS INC NEW | $7.2B |
MIC2EURMACQUARIE INFRASTRUCTURE COR | $7.0B |
MAMASTERCARD INCORPORATED | $7.0B |
CMECME GROUP INC | $6.9B |
WMWASTE MGMT INC DEL | $6.8B |
TWXCHFTIME WARNER INC | $6.6B |
SIXEURSIX FLAGS ENTMT CORP NEW | $6.1B |
CSGPCOSTAR GROUP INC | $6.1B |
SBACSBA COMMUNICATIONS CORP NEW | $5.8B |
TQJSIGNATURE BK NEW YORK N Y | $5.6B |
LIVNLIVANOVA PLC | $5.6B |
HCSGHEALTHCARE SVCS GRP INC | $5.5B |
ZBHZIMMER BIOMET HLDGS INC | $5.3B |
RTN1USDRAYTHEON CO | $5.3B |
VMCVULCAN MATLS CO | $5.1B |
TAPMOLSON COORS BREWING CO | $4.8B |
RRRRED ROCK RESORTS INC | $4.6B |
TFXTELEFLEX INC | $4.4B |
BRBROADRIDGE FINL SOLUTIONS IN | $4.2B |
MNSTMONSTER BEVERAGE CORP NEW | $4.2B |
VRSKVERISK ANALYTICS INC | $4.1B |
DPZDOMINOS PIZZA INC | $4.1B |
GWRUSDGENESEE & WYO INC | $4.1B |
—MOBILEYE N V AMSTELVEEN | $4.0B |
PTCPTC INC | $4.0B |
HGVHILTON GRAND VACATIONS INC | $3.9B |
ACHCACADIA HEALTHCARE COMPANY IN | $3.9B |
EAELECTRONIC ARTS INC | $3.9B |
FLT1EURFLEETCOR TECHNOLOGIES INC | $3.7B |
BALLBALL CORP | $3.6B |
—ALLERGAN PLC | $3.5B |
—VANTIV INC | $3.5B |
OLLIOLLIES BARGAIN OUTLT HLDGS I | $3.5B |
AMEAMETEK INC NEW | $3.4B |
MARMARRIOTT INTL INC NEW | $3.4B |
HDBHDFC BANK LTD | $3.3B |
—QIAGEN NV | $3.2B |
—CLUBCORP HLDGS INC | $3.2B |
ITGARTNER INC | $3.2B |
—MGM GROWTH PPTYS LLC | $3.2B |
MMYTMAKEMYTRIP LIMITED MAURITIUS | $2.7B |
MSFTMICROSOFT CORP | $2.5B |
CSCOCISCO SYS INC | $2.5B |
DC4DEXCOM INC | $2.4B |
HOLXHOLOGIC INC | $2.4B |
ALKSALKERMES PLC | $2.3B |
ASMLASML HOLDING N V | $2.3B |
TSLATESLA INC | $2.3B |
PCRXPACIRA PHARMACEUTICALS INC | $1.8B |
—BLUE BUFFALO PET PRODS INC | $1.6B |
TEAMATLASSIAN CORP PLC | $1.4B |
MDLZMONDELEZ INTL INC | $1.3B |
TWLOTWILIO INC | $965.0M |
CGNXCOGNEX CORP | $748.0M |
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