Stock Taper 
MARSICO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Talen Energy Corporation | TLN | 82.19K | $31.58M |
 ASML Holding N.V. | ASML | 86.83K | $172.74M |
 HEICO Corporation | HEI | 87K | $30.99M |
 Hyatt Hotels Corporation | H | 87.84K | $17.03M |
 MKS Inc. | MKSI | 88.15K | $39.21M |
 The Sherwin-Williams Company | SHW | 88.38K | $30.43M |
 KLA Corporation | KLAC | 89.32K | $26.95M |
 DoorDash, Inc. | DASH | 90.16K | $16.64M |
 Eli Lilly and Company | LLY | 91.43K | $109.66M |
 Costco Wholesale Corporation | COST | 93.7K | $87.65M |
 East West Bancorp, Inc. | EWBC | 95.69K | $12.35M |
 Acushnet Holdings Corp. | GOLF | 100.32K | $11.89M |
 CBRE Group, Inc. | CBRE | 106.39K | $14.33M |
 Datadog, Inc. | DDOG | 112.88K | $29.39M |
 AMETEK, Inc. | AME | 115.09K | $27.84M |
 Johnson Controls International plc | JCI | 125.72K | $18.37M |
 Insmed Incorporated | INSM | 129.53K | $13.81M |
 Cintas Corporation | CTAS | 135.65K | $23.07M |
 VSE Corporation | VSEC | 136.81K | $31.26M |
 The Goldman Sachs Group, Inc. | GS | 139.26K | $140.85M |