Stock Taper 
MARSICO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 91.43K | $109.66M |
 DoorDash, Inc. | DASH | 90.16K | $16.64M |
 KLA Corporation | KLAC | 89.32K | $26.95M |
 The Sherwin-Williams Company | SHW | 88.38K | $30.43M |
 MKS Inc. | MKSI | 88.15K | $39.21M |
 Hyatt Hotels Corporation | H | 87.84K | $17.03M |
 HEICO Corporation | HEI | 87K | $30.99M |
 ASML Holding N.V. | ASML | 86.83K | $172.74M |
 Talen Energy Corporation | TLN | 82.19K | $31.58M |
 Arthur J. Gallagher & Co. | AJG | 81.9K | $18.8M |
 Evercore Inc. | EVR | 79.92K | $27.29M |
 Five Below, Inc. | FIVE | 72.58K | $13.05M |
 Nebius Group N.V. | NBIS | 59.47K | $16.42M |
 Lam Research Corporation | LRCX | 59.2K | $25.65M |
 JPMorgan Chase & Co. | JPM | 53.99K | $17.67M |
 Spotify Technology S.A. | SPOT | 45.38K | $20.84M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 43.73K | $16.63M |
 Axon Enterprise, Inc. | AXON | 39.38K | $22.08M |
 Mastercard Incorporated | MA | 30.92K | $15.88M |
 McDonald's Corporation | MCD | 28.41K | $7.68M |