Marsico Capital Management LLC
Marsico Capital Management LLC is a Denver, Colorado-based investment advisory firm founded in 1997 by Tom Marsico. As an independent asset manager, Marsico specializes in providing portfolio management services through mutual funds and separately managed accounts, serving individual and institutional clients. The firm is known for its active equity strategies, employs a collaborative team approach, and manages approximately $3.7 billion in assets as of 2025. Employees total between 40-50, focusing on investment management, research, and client support.
Investment Strategy
Marsico Capital Management pursues a high conviction, concentrated growth equity investment strategy with a focus on large-cap U.S. stocks. The firm conducts bottom-up fundamental research aimed at identifying companies that demonstrate strong competitive advantages, superior earnings growth potential, and visionary management. Portfolio managers use a disciplined approach to risk management and seek to build portfolios around themes reflecting long-term secular trends (such as technology innovation or consumer shifts), while maintaining flexibility to adapt allocations as markets evolve.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 7.51% | $276.7M | 374,903 | $126.30 | $738.09 | +$40.7M |
M MSFT | MICROSOFT CORP | 7.49% | $276.1M | 555,092 | $222.07 | $497.41 | +$84.9M |
A AMZN | AMAZON COM INC | 6.07% | $223.7M | 1,019,441 | $111.68 | $219.39 | -$29.7M |
N NVDA | NVIDIA CORPORATION | 5.82% | $214.4M | 1,357,184 | $62.06 | $157.99 | +$117.7M |
N NFLX | NETFLIX INC | 5.11% | $188.4M | 140,690 | $565.59 | $1339.13 | +$58.4M |