Stock Taper 
MARSICO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Clear Secure, Inc. | YOU | 145.21K | $8.09M |
 TKO Group Holdings, Inc. | TKO | 148.52K | $29.9M |
 Micron Technology, Inc. | MU | 152.02K | $175.47M |
 GE Vernova Inc. | GEV | 156.6K | $183.98M |
 Yum! Brands, Inc. | YUM | 164.29K | $26.26M |
 Visa Inc. | V | 168.7K | $57.88M |
 SAP SE | SAP | 186.26K | $28.7M |
 Amphenol Corporation | APH | 198.78K | $35.05M |
 Ares Management Corporation | ARES | 207.82K | $23.13M |
 Meta Platforms, Inc. | META | 209.75K | $118.15M |
 United Airlines Holdings, Inc. | UAL | 215.21K | $29.27M |
 Revolution Medicines, Inc. | RVMD | 219.46K | $41.1M |
 IMAX Corporation | IMAX | 219.5K | $8.75M |
 AAR Corp. | AIR | 253.98K | $36.3M |
 Solstice Advanced Materials Inc. | SOLS | 263K | $23.3M |
 O'Reilly Automotive, Inc. | ORLY | 269.3K | $24.8M |
 Microsoft Corporation | MSFT | 324.47K | $121.03M |
 Coca-Cola Europacific Partners PLC | CCEP | 381.56K | $38.18M |
 Alphabet Inc. | GOOGL | 485.5K | $173.5M |
 The Boeing Company | BA | 523.76K | $113.38M |