Marsico Capital Management LLC - Q12026 Holdings

Marsico Capital Management LLC holds 65 stocks with a total portfolio value of $ 3.4B as of Q12026. In Q12026, Marsico Capital Management LLC added 10 new positions, increased stakes in 20 stocks, reduced 18 holdings, and fully exited 20 positions. The largest holding is Ge Vernova Inc (GEV), representing 7.21% of the total portfolio.