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MARSICO CAPITAL MANAGEMENT LLC: U position timeline

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

MARSICO CAPITAL MANAGEMENT LLC held 875,430 U 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 875,430 shares
    Change vs previous 13F +434,194 shares

    0.65% of the 13F portfolio, value $25,019,789.

    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 441,236 shares
    Change vs previous 13F -89,457 shares

    0.28% of the 13F portfolio, value $9,680,718.

    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 530,693 shares
    Change vs previous 13F -3,415 shares

    0.65% of the 13F portfolio, value $23,440,710.

    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 534,108 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $21,385,684.

    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).