MCM
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Marsico Capital Management’s Toast TOST Stock Holding History

Marsico Capital Management’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-189,531
Closed -$3.55M – 75
2023
Q3 		$3.55M Hold
189,531
– – 0.15% 57
2023
Q2 		$4.28M Hold
189,531
– – 0.17% 51
2023
Q1 		$3.36M Hold
189,531
– – 0.16% 52
2022
Q4 		$3.42M Hold
189,531
– – 0.18% 56
2022
Q3 		$3.17M Buy
+189,531
New +$3.29M 0.17% 61

Other funds holding TOST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Marsico Capital Management's TOST Position: Q4 2023 in Review

Marsico Capital Management sold out of Toast (TOST) in Q4 2023, closing a stake of 189,531 shares — an estimated $3.55M sold.

Marsico Capital Management first reported a position in TOST in Q3 2022 and held it in 5 quarters. The position peaked at $4.28M in Q2 2023. 442 funds tracked by Wall St. Rank hold TOST as of Q4 2023.

  • Marsico Capital Management reported no remaining Toast position as of Q4 2023 after selling out during the quarter.
  • Marsico Capital Management sold 189,531 Toast shares in Q4 2023, an estimated $3.55M.
  • Marsico Capital Management first reported a position in Toast in Q3 2022 and held it in 5 quarters.
  • Marsico Capital Management's Toast position peaked at $4.28M in Q2 2023.
  • 442 funds tracked by Wall St. Rank held Toast as of Q4 2023.

Based on Marsico Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.