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| Name: |
MARSICO CAPITAL MANAGEMENT LLC |
| City: |
DENVER |
| State: |
CO |
| Zip: |
80202 |
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data |
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| Holdings
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11 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BX |
Blackstone Group LP |
17 |
New |
$120.62 |
$56,196,000 |
429,238 |
2.2% |
56,196,000 |
429,238 |
0.064 |
Asset Management |
|
|
TOL |
Toll Brothers Inc |
19 |
New |
$127.76 |
$46,518,000 |
452,549 |
1.82% |
46,518,000 |
452,549 |
0.359 |
Residential Construct... |
|
|
AXP |
American Express Co |
34 |
New |
$234.33 |
$10,290,000 |
54,925 |
0.4% |
10,290,000 |
54,925 |
0.007 |
Credit Services |
|
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PLTR |
Palantir Technologies Inc |
49 |
New |
$25.21 |
$5,985,000 |
348,589 |
0.23% |
5,985,000 |
348,589 |
0.024 |
N/A |
|
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WDAY |
Workday, Inc. |
50 |
New |
$249.91 |
$5,812,000 |
21,054 |
0.23% |
5,812,000 |
21,054 |
0.01 |
Application Software |
|
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DHI |
DR Horton Inc |
55 |
New |
$151.26 |
$4,393,000 |
28,904 |
0.17% |
4,393,000 |
28,904 |
0.008 |
Residential Construct... |
|
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PHM |
PulteGroup Inc |
56 |
New |
$117.65 |
$4,359,000 |
42,228 |
0.17% |
4,359,000 |
42,228 |
0.016 |
Residential Construct... |
|
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AJG |
Arthur J Gallagher & Co |
61 |
New |
$243.01 |
$3,311,000 |
14,722 |
0.13% |
3,311,000 |
14,722 |
0.006 |
Insurance Brokers |
|
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FL |
Foot Locker Inc |
63 |
New |
$23.28 |
$2,047,000 |
65,704 |
0.08% |
2,047,000 |
65,704 |
0.063 |
Apparel Stores |
|
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IOT |
Samsara Inc. |
65 |
New |
$38.97 |
$1,766,000 |
52,916 |
0.07% |
1,766,000 |
52,916 |
0.011 |
N/A |
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RBLX |
Roblox Corp |
66 |
New |
$0.00 |
$1,757,000 |
38,434 |
0.07% |
1,757,000 |
38,434 |
0.008 |
N/A |
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