Stock Taper 
MARSICO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 1.21M | $241.74M |
 Teva Pharmaceutical Industries Limited | TEVA | 1.09M | $36.89M |
 Unity Software Inc. | U | 875.43K | $25.02M |
 Amazon.com, Inc. | AMZN | 844.33K | $201.24M |
 Viking Holdings Ltd | VIK | 816.89K | $85.5M |
 Citigroup Inc. | C | 759.54K | $106.3M |
 Apple Inc. | AAPL | 643.86K | $186.31M |
 GE Aerospace | GE | 558.95K | $208.9M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 539.03K | $257.43M |
 The Boeing Company | BA | 523.76K | $113.38M |
 Alphabet Inc. | GOOGL | 485.5K | $173.5M |
 Coca-Cola Europacific Partners PLC | CCEP | 381.56K | $38.18M |
 Microsoft Corporation | MSFT | 324.47K | $121.03M |
 O'Reilly Automotive, Inc. | ORLY | 269.3K | $24.8M |
 Solstice Advanced Materials Inc. | SOLS | 263K | $23.3M |
 AAR Corp. | AIR | 253.98K | $36.3M |
 IMAX Corporation | IMAX | 219.5K | $8.75M |
 Revolution Medicines, Inc. | RVMD | 219.46K | $41.1M |
 United Airlines Holdings, Inc. | UAL | 215.21K | $29.27M |
 Meta Platforms, Inc. | META | 209.75K | $118.15M |