Marsico Capital Management LLC - Q42025 Holdings

Marsico Capital Management LLC holds 75 stocks with a total portfolio value of $ 3.59B as of Q42025. In Q42025, Marsico Capital Management LLC added 14 new positions, increased stakes in 17 stocks, reduced 28 holdings, and fully exited 15 positions. The largest holding is Microsoft Corp (MSFT), representing 7.00% of the total portfolio.