Stock Taper 
MARSICO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arm Holdings plc American Depositary Shares | ARM | 24.46K | $8.67M |
 Broadcom Inc. | AVGO | 24.27K | $9.17M |
 United Rentals, Inc. | URI | 23.92K | $27.1M |
 Tesla, Inc. | TSLA | 19.44K | $8.18M |
 Lumentum Holdings Inc. | LITE | 18.91K | $16.22M |
 Linde plc | LIN | 17.09K | $8.87M |
 Ferrari N.V. | RACE | 16.14K | $6.01M |
 Watsco, Inc. | WSO | 14.41K | $6.01M |
 Advanced Micro Devices, Inc. | AMD | 13.48K | $7.83M |