Stock Taper 
MARSICO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ares Management Corporation | ARES | 207.82K | $23.13M |
 Amphenol Corporation | APH | 198.78K | $35.05M |
 SAP SE | SAP | 186.26K | $28.7M |
 Visa Inc. | V | 168.7K | $57.88M |
 Yum! Brands, Inc. | YUM | 164.29K | $26.26M |
 GE Vernova Inc. | GEV | 156.6K | $183.98M |
 Micron Technology, Inc. | MU | 152.02K | $175.47M |
 TKO Group Holdings, Inc. | TKO | 148.52K | $29.9M |
 Clear Secure, Inc. | YOU | 145.21K | $8.09M |
 The Goldman Sachs Group, Inc. | GS | 139.26K | $140.85M |
 VSE Corporation | VSEC | 136.81K | $31.26M |
 Cintas Corporation | CTAS | 135.65K | $23.07M |
 Insmed Incorporated | INSM | 129.53K | $13.81M |
 Johnson Controls International plc | JCI | 125.72K | $18.37M |
 AMETEK, Inc. | AME | 115.09K | $27.84M |
 Datadog, Inc. | DDOG | 112.88K | $29.39M |
 CBRE Group, Inc. | CBRE | 106.39K | $14.33M |
 Acushnet Holdings Corp. | GOLF | 100.32K | $11.89M |
 East West Bancorp, Inc. | EWBC | 95.69K | $12.35M |
 Costco Wholesale Corporation | COST | 93.7K | $87.65M |