Long-term investor

Marsico Capital Management LLC @marsicocapitalmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001055966).

Record

  • Tracked since 2025-06-30 (434 days), 189 trades recorded
  • Returns: week n/a · month n/a · 90 days +19.1% · 6 months +16.9% · 1 year +23.1% · all +23.1%
  • Max drawdown -2.8% · Sharpe 0.90 · win rate 23% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • TSM · 6.7% · long · since 2025-06-30
  • NVDA · 6.3% · long · since 2025-06-30
  • GE · 5.5% · long · since 2025-06-30
  • AMZN · 5.3% · long · since 2025-06-30
  • AAPL · 4.9% · long · since 2025-06-30
  • GEV · 4.8% · long · since 2025-06-30
  • MU · 4.6% · long · since 2026-03-31
  • GOOGL · 4.5% · long · since 2025-06-30
  • ASML · 4.5% · long · since 2025-06-30
  • GS · 3.7% · long · since 2025-06-30
  • MSFT · 3.2% · long · since 2025-06-30
  • META · 3.1% · long · since 2025-06-30

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