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.
Latest 13F Filing Activity
Marsico Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 68 equity positions with a total 13F market value of $4B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Progressive Corp. among other positions. Marsico Capital Management LLC reduced exposure to Alphabet Inc., Goldman Sachs Group Inc., KKR & Co. Inc. among others.
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 |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
J Joe Forgie | Trader | Littleton, CO , United States | |
P Peter Marsico | Portfolio Manager | Denver, CO , United States | |
 | Trader | Denver, CO , United States | |
 | Senior Equity Analyst | Denver, CO , United States | |
 | Portfolio Manager | Denver, CO , United States | |
R Ruchika Goswami | Research Analyst | New York, NY , United States |