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MARSICO CAPITAL MANAGEMENT LLC: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSICO CAPITAL MANAGEMENT LLC on NVDA, newest first. How the timeline and the estimate are built.

MARSICO CAPITAL MANAGEMENT LLC held 1,208,149 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,208,149 shares
    Change vs previous 13F -91,834 shares

    6.31% of the 13F portfolio, value $241,738,533.

    13F-HR 0001398344-26-014278 filed by MARSICO CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,299,983 shares
    Change vs previous 13F +127,489 shares

    6.66% of the 13F portfolio, value $226,717,035.

    13F-HR 0001398344-26-009045 filed by MARSICO CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,172,494 shares
    Change vs previous 13F -264,798 shares

    6.09% of the 13F portfolio, value $218,670,131.

    13F-HR 0001398344-26-002815 filed by MARSICO CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,437,292 shares
    Change vs previous 13F +80,108 shares

    6.88% of the 13F portfolio, value $268,169,941.

    13F-HR 0001398344-25-020776 filed by MARSICO CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,357,184 shares
    Change vs previous 13F +464,838 shares

    5.82% of the 13F portfolio, value $214,421,500.

    13F-HR 0001398344-25-014999 filed by MARSICO CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 892,346 shares
    Change vs previous 13F -1,118,535 shares

    3.32% of the 13F portfolio, value $96,712,459.

    13F-HR 0001398344-25-009330 filed by MARSICO CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,010,881 shares
    Change vs previous 13F +77,602 shares

    7.34% of the 13F portfolio, value $270,041,209.

    13F-HR 0001398344-25-002660 filed by MARSICO CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,933,279 shares
    Change vs previous 13F not available

    6.56% of the 13F portfolio, value $234,777,402.

    13F-HR 0001398344-24-020420 filed by MARSICO CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).