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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
Found :
17 |
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Page 1 of 1 |
Menu
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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 |
|
APH |
Amphenol Corp |
25 |
- |
$124.79 |
$19,529,000 |
196,999 |
0.76% |
2,983,000 |
0 |
0.033 |
Diversified Electronics |
|
|
CTAS |
Cintas Corp |
27 |
- |
$685.70 |
$18,256,000 |
30,292 |
0.71% |
3,685,000 |
0 |
0.029 |
Business Services |
|
|
HEI |
Heico Corp |
28 |
- |
$212.66 |
$14,506,000 |
81,096 |
0.57% |
1,374,000 |
0 |
0.15 |
Aerospace/Defense Pro... |
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PANW |
Palo Alto Networks Inc |
32 |
- |
$300.57 |
$11,873,000 |
40,263 |
0.46% |
2,434,000 |
0 |
0.013 |
Networking & Communic... |
|
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MA |
MasterCard Inc A |
33 |
- |
$449.37 |
$11,285,000 |
26,460 |
0.44% |
809,000 |
0 |
0.003 |
Business Services |
|
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MCHP |
Microchip Technology Inc |
36 |
- |
$93.76 |
$9,872,000 |
109,468 |
0.39% |
1,328,000 |
0 |
0.02 |
Semiconductor - Speci... |
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INTU |
Intuit Inc |
38 |
- |
$634.64 |
$8,979,000 |
14,365 |
0.35% |
1,639,000 |
0 |
0.005 |
Application Software |
|
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AME |
Ametek Inc |
42 |
- |
$168.05 |
$8,019,000 |
48,635 |
0.31% |
833,000 |
0 |
0.021 |
Industrial Electrical... |
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NBIX |
Neurocrine Biosciences Inc |
43 |
- |
$141.71 |
$7,948,000 |
60,323 |
0.31% |
1,162,000 |
0 |
0.065 |
Biotechnology |
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RACE |
Ferrari NV |
46 |
- |
$0.00 |
$6,747,000 |
19,937 |
0.26% |
855,000 |
0 |
0.011 |
N/A |
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LIN |
Linde Plc |
51 |
- |
$426.62 |
$5,672,000 |
13,810 |
0.22% |
530,000 |
0 |
0.003 |
N/A |
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FND |
Floor & Decor Holdings, Inc. |
53 |
- |
$116.97 |
$5,364,000 |
48,085 |
0.21% |
1,012,000 |
0 |
0.038 |
N/A |
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LVS |
Las Vegas Sands Corp |
54 |
- |
$47.02 |
$5,023,000 |
102,075 |
0.2% |
344,000 |
0 |
0.013 |
Gambling/Resorts |
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MRVL |
Marvell Technology, Inc. |
58 |
- |
$69.82 |
$3,401,000 |
56,386 |
0.13% |
349,000 |
0 |
0.007 |
N/A |
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IT |
Gartner Inc |
59 |
- |
$436.38 |
$3,349,000 |
7,425 |
0.13% |
798,000 |
0 |
0.008 |
Management Services |
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TTWO |
Take-Two Interactive |
60 |
- |
$148.34 |
$3,323,000 |
20,647 |
0.13% |
424,000 |
0 |
0.012 |
Technical & System So... |
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LULU |
Lululemon Athletica Inc |
62 |
- |
$350.24 |
$2,074,000 |
4,057 |
0.08% |
510,000 |
0 |
0.003 |
Textile - Apparel Clo... |
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