Marsico Capital Management LLC Incresed Positions in Q2 2024

Marsico Capital Management LLC

  • $3.21 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
465K
+ 63.21%
$165.0 - $216.67 $76.8M - $101M
1.2M $253M
GOOGL
Alphabet Inc.

Communication Services
227K
+ 30.01%
$150.53 - $185.41 $34.2M - $42.1M
984K $179M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
44.3K
+ 5.34%
$127.7 - $179.69 $5.66M - $7.96M
874K $152M
MSFT
Microsoft Corp

Technology
21.2K
+ 3.12%
$389.33 - $452.85 $8.24M - $9.58M
698K $312M
GE
General Electric CO

Industrials
198K
+ 40.71%
$136.47 - $175.36 $27M - $34.6M
683K $109M
ASML
Asml Holding Nv

Technology
4.92K
+ 4.55%
$852.84 - $1068.86 $4.2M - $5.26M
113K $116M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.56M
+ 4820.53%
$62.41 - $3427.61 $160M - $8.79B
2.62M $164M
SPOT
Spotify Technology S.A.

Communication Services
2.7K
+ 1.67%
$266.43 - $326.68 $720K - $882K
165K $51.7M
TOL
Toll Brothers, Inc.

Consumer Cyclical
149K
+ 24.49%
$112.21 - $134.92 $16.7M - $20M
755K $87M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.24K
+ 41.85%
$956.61 - $1140.21 $7.88M - $9.39M
27.9K $29.5M
SAP
Sap Se

Technology
30.7K
+ 37.98%
$175.77 - $201.71 $5.39M - $6.19M
111K $22.5M
DAL
Delta Air Lines, Inc.

Industrials
85.7K
+ 41.41%
$45.88 - $53.26 $3.93M - $4.56M
293K $13.9M
RACE
Ferrari N.V.

Consumer Cyclical
10.4K
+ 33.15%
$401.0 - $431.75 $4.16M - $4.48M
41.7K $17M
MRVL
Marvell Technology, Inc.

Technology
45K
+ 79.89%
$62.13 - $78.33 $2.8M - $3.53M
101K $7.09M
AJG
Arthur J. Gallagher & Co.

Financial Services
8.7K
+ 316.86%
$230.52 - $265.19 $2.01M - $2.31M
11.4K $2.97M
APH
Amphenol Corp

Technology
116K
+ 100.0%
$67.16 - $136.4 $7.79M - $15.8M
232K $15.6M
AVAV
Aero Vironment Inc

Industrials
2.92K
+ 61.99%
$145.85 - $219.31 $425K - $639K
7.62K $1.39M
URI
United Rentals, Inc.

Industrials
1.36K
+ 26.98%
$616.21 - $712.69 $838K - $969K
6.4K $4.14M
IDXX
Idexx Laboratories Inc

Healthcare
633
+ 17.83%
$468.04 - $548.53 $296K - $347K
4.18K $2.04M
MSCI
Msci Inc.

Financial Services
1.17K
+ 6.39%
$446.0 - $554.83 $520K - $647K
19.4K $9.36M
NVDA
Nvidia Corp

Technology
1.66M
+ 615.55%
$118.11 - $1224.4 $196M - $2.04B
1.93M $239M
Activity Summary
Buys All Purchases 27 New Holdings 5 Increased Positions 22 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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