StockDriftsStockDriftsTop 50 Marsico Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | 7.21% | 281.0K | $245.3M | -3.33%(-9.68K) | $195.26(+458.50%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.66% | 1.30M | $226.7M | +10.87%(+127.49K) | $71.35(+230.41%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.04% | 608.7K | $205.7M | -6.10%(-39.53K) | $106.34(+292.82%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.43% | 887.0K | $184.7M | +1.40%(+12.23K) | $107.88(+147.70%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.34% | 715.6K | $181.6M | +0.79%(+5.58K) | $188.64(+58.09%) | 2026-03-31 | |
| GE | GE AEROSPACE | 4.7% | 563.4K | $159.9M | -6.86%(-41.53K) | $125.59(+132.13%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 4.35% | 1.54M | $147.9M | +21.30%(+270.12K) | $59.61(+45.85%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.34% | 514.0K | $147.8M | +4.77%(+23.42K) | $206.08(+94.61%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.2% | 385.9K | $142.8M | -25.75%(-133.85K) | $212.64(+92.55%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.98% | 236.9K | $135.5M | -6.36%(-16.08K) | $187.62(+229.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +37.37% | +159.25% |
| Top 20 Holdings Unweighted | +36.90% | +156.60% |
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