MCM
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Marsico Capital Management’s Spotify SPOT Stock Holding History

Marsico Capital Management’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.8M Buy
45,385
+39,005
+611% +$18.6M 0.54% 45
2026
Q1 		$3.09M Sell
6,380
-17,499
-73% -$8.78M 0.09% 64
2025
Q4 		$13.9M Sell
23,879
-132,654
-85% -$82.9M 0.39% 42
2025
Q3 		$109M Buy
156,533
+31,843
+26% +$22.3M 2.8% 14
2025
Q2 		$95.7M Buy
124,690
+7,416
+6% +$4.76M 2.6% 14
2025
Q1 		$64.5M Sell
117,274
-54,317
-32% -$30.4M 2.21% 18
2024
Q4 		$76.8M Hold
171,591
– – 2.09% 16
2024
Q3 		$63.2M Buy
171,591
+6,680
+4% +$2.22M 1.77% 22
2024
Q2 		$51.7M Buy
164,911
+2,701
+2% +$813K 1.55% 21
2024
Q1 		$42.8M Buy
162,210
+2,914
+2% +$684K 1.41% 21
2023
Q4 		$29.9M Buy
159,296
+43,473
+38% +$7.59M 1.17% 22
2023
Q3 		$17.9M Buy
115,823
+1,543
+1% +$235K 0.77% 23
2023
Q2 		$18.3M Buy
114,280
+26,489
+30% +$3.84M 0.73% 24
2023
Q1 		$11.7M Buy
87,791
+70,399
+405% +$8.06M 0.55% 35
2022
Q4 		$1.37M Sell
17,392
-42,149
-71% -$3.4M 0.07% 60
2022
Q3 		$5.14M Buy
59,541
+33,376
+128% +$3.57M 0.28% 52
2022
Q2 		$2.46M Hold
26,165
– – 0.12% 77
2022
Q1 		$3.95M Sell
26,165
-18,379
-41% -$3.14M 0.14% 75
2021
Q4 		$10.4M Buy
44,544
+19,114
+75% +$4.78M 0.3% 41
2021
Q3 		$5.73M Buy
25,430
+12,846
+102% +$3.03M 0.18% 69
2021
Q2 		$3.47M Sell
12,584
-75,603
-86% -$19.2M 0.09% 79
2021
Q1 		$23.6M Buy
88,187
+448
+0.5% +$140K 0.62% 33
2020
Q4 		$27.6M Sell
87,739
-11,774
-12% -$3.32M 0.72% 32
2020
Q3 		$24.1M Sell
99,513
-35,653
-26% -$9.21M 0.67% 31
2020
Q2 		$34.9M Buy
+135,166
New +$23.2M 1.1% 26
2019
Q3 		– Sell
-33,018
Closed -$4.83M – 91
2019
Q2 		$4.83M Buy
+33,018
New +$4.54M 0.17% 60
2018
Q4 		– Sell
-52,169
Closed -$9.43M – 88
2018
Q3 		$9.43M Buy
52,169
+1,271
+2% +$233K 0.32% 39
2018
Q2 		$8.56M Buy
+50,898
New +$8.14M 0.31% 39

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Marsico Capital Management's SPOT Position: Q2 2026 in Review

Marsico Capital Management increased its Spotify (SPOT) stake by 611% in Q2 2026, buying an estimated $18.6M and bringing the position to 45,385 shares worth $20.8M. The position accounts for 0.54% of the portfolio, ranked #45.

Marsico Capital Management first reported a position in SPOT in Q2 2018 and has held it in 28 quarters since. The position peaked at $109M in Q3 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Marsico Capital Management held 45,385 shares of Spotify worth $20.8M as of Q2 2026.
  • Marsico Capital Management bought 39,005 Spotify shares in Q2 2026, an estimated $18.6M.
  • Spotify made up 0.54% of Marsico Capital Management's portfolio in Q2 2026, its #45 holding.
  • Marsico Capital Management first reported a position in Spotify in Q2 2018 and has held it in 28 quarters since.
  • Marsico Capital Management's Spotify position peaked at $109M in Q3 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.