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Disclosed positions
MARSICO CAPITAL MANAGEMENT LLC: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- TAIWAN SEMICONDUCTOR MANUFAC
- Ticker
- TSM
- Class
- SPONSORED ADS
- Reported value
- $257,426,945
- Reported amount
- 539,035
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001398344-26-014278Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $257,426,945 | 539,035 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $241,738,533 | 1,208,149 | SH | None |
| GE AEROSPACE | GE | COM NEW | $208,895,636 | 558,948 | SH | None |
| AMAZON COM INC | AMZN | COM | $201,238,566 | 844,334 | SH | None |
| APPLE INC | AAPL | COM | $186,307,619 | 643,861 | SH | None |
| GE VERNOVA INC | GEV | COM | $183,981,901 | 156,599 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $175,471,703 | 152,017 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $173,504,564 | 485,504 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $172,735,117 | 86,826 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $140,845,409 | 139,262 | SH | None |
| MICROSOFT CORP | MSFT | COM | $121,033,053 | 324,468 | SH | None |
| META PLATFORMS INC | META | CL A | $118,148,951 | 209,748 | SH | None |
| BOEING CO | BA | COM | $113,378,327 | 523,760 | SH | None |
| ELI LILLY & CO | LLY | COM | $109,661,486 | 91,428 | SH | None |
| CITIGROUP INC | C | COM NEW | $106,304,938 | 759,538 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $87,651,668 | 93,698 | SH | None |
| VIKING HOLDINGS LTD | VIK | ORD SHS | $85,504,295 | 816,894 | SH | None |
| VISA INC | V | COM CL A | $57,879,626 | 168,701 | SH | None |
| REVOLUTION MEDICINES INC | RVMD | COM | $41,100,469 | 219,460 | SH | None |
| MKS INC. | MKSI | COM | $39,210,899 | 88,154 | SH | None |
| COCA-COLA EUROPACIFIC PARTNE | CCEP | SHS | $38,182,309 | 381,556 | SH | None |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | SPONSORED ADS | $36,894,676 | 1,088,981 | SH | None |
| AAR CORP | AIR | COM | $36,301,504 | 253,981 | SH | None |
| AMPHENOL CORP | APH | CL A | $35,049,066 | 198,781 | SH | None |
| TALEN ENERGY CORP | TLN | COM | $31,582,714 | 82,191 | SH | None |
| VSE CORP | VSEC | COM | $31,260,399 | 136,807 | SH | None |
| HEICO CORP NEW | HEI | COM | $30,988,174 | 86,999 | SH | None |
| SHERWIN WILLIAMS CO | SHW | COM | $30,431,690 | 88,382 | SH | None |
| TKO GROUP HOLDINGS INC | TKO | CL A | $29,899,366 | 148,524 | SH | None |
| DATADOG INC | DDOG | CL A COM | $29,390,478 | 112,884 | SH | None |
| UNITED AIRLS HLDGS INC | UAL | COM | $29,265,728 | 215,205 | SH | None |
| SAP SE | SAP | SPON ADR | $28,704,683 | 186,261 | SH | None |
| AMETEK INC | AME | COM | $27,844,633 | 115,089 | SH | None |
| EVERCORE INC | EVR | CLASS A | $27,287,543 | 79,919 | SH | None |
| UNITED RENTALS INC | URI | COM | $27,095,330 | 23,917 | SH | None |
| KLA CORP | KLAC | COM NEW | $26,948,435 | 89,319 | SH | None |
| YUM BRANDS INC | YUM | COM | $26,264,199 | 164,295 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $25,654,869 | 59,204 | SH | None |
| UNITY SOFTWARE INC | U | COM | $25,019,789 | 875,430 | SH | None |
| OREILLY AUTOMOTIVE INC | ORLY | COM | $24,799,929 | 269,301 | SH | None |
| SOLSTICE ADVANCED MATLS INC | SOLS | COM SHS | $23,302,243 | 263,005 | SH | None |
| ARES MANAGEMENT CORPORATION | ARES | CL A COM STK | $23,132,110 | 207,817 | SH | None |
| CINTAS CORP | CTAS | COM | $23,070,672 | 135,646 | SH | None |
| AXON ENTERPRISE INC | AXON | COM | $22,077,943 | 39,382 | SH | None |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $20,837,615 | 45,385 | SH | None |
| GALLAGHER ARTHUR J & CO | AJG | COM | $18,801,553 | 81,899 | SH | None |
| JOHNSON CONTROLS INTERNATION | JCI | SHS | $18,368,219 | 125,715 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $17,674,183 | 53,995 | SH | None |
| HYATT HOTELS CORP | H | COM CL A | $17,027,293 | 87,842 | SH | None |
| DOORDASH INC | DASH | CL A | $16,636,302 | 90,155 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.