Marsico Capital Management LLC - Q22026 Holdings

Marsico Capital Management LLC holds 69 stocks with a total portfolio value of $ 3.83B as of Q22026. In Q22026, Marsico Capital Management LLC added 15 new positions, increased stakes in 21 stocks, reduced 24 holdings, and fully exited 11 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 6.72% of the total portfolio.