Stock Taper 
MARSICO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Advanced Micro Devices, Inc. | AMD | 13.48K | $7.83M |
 Watsco, Inc. | WSO | 14.41K | $6.01M |
 Ferrari N.V. | RACE | 16.14K | $6.01M |
 Linde plc | LIN | 17.09K | $8.87M |
 Lumentum Holdings Inc. | LITE | 18.91K | $16.22M |
 Tesla, Inc. | TSLA | 19.44K | $8.18M |
 United Rentals, Inc. | URI | 23.92K | $27.1M |
 Broadcom Inc. | AVGO | 24.27K | $9.17M |
 Arm Holdings plc American Depositary Shares | ARM | 24.46K | $8.67M |
 McDonald's Corporation | MCD | 28.41K | $7.68M |
 Mastercard Incorporated | MA | 30.92K | $15.88M |
 Axon Enterprise, Inc. | AXON | 39.38K | $22.08M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 43.73K | $16.63M |
 Spotify Technology S.A. | SPOT | 45.38K | $20.84M |
 JPMorgan Chase & Co. | JPM | 53.99K | $17.67M |
 Lam Research Corporation | LRCX | 59.2K | $25.65M |
 Nebius Group N.V. | NBIS | 59.47K | $16.42M |
 Five Below, Inc. | FIVE | 72.58K | $13.05M |
 Evercore Inc. | EVR | 79.92K | $27.29M |
 Arthur J. Gallagher & Co. | AJG | 81.9K | $18.8M |