Marsico Capital Management’s Unity U Stock Holding History

Marsico Capital Management’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25M	Buy	875,430 +434,194	+98%	+$11.6M	0.65%	39
2026 Q1	$9.68M	Sell	441,236 -89,457	-17%	-$2.48M	0.28%	57
2025 Q4	$23.4M	Sell	530,693 -3,415	-0.6%	-$139K	0.65%	28
2025 Q3	$21.4M	Buy	+534,108	New	+$19.8M	0.55%	34
2022 Q3	–	Sell	-25,472	Closed	-$938K	–	102
2022 Q2	$938K	Sell	25,472 -14,370	-36%	-$816K	0.05%	88
2022 Q1	$3.95M	Hold	39,842	–	–	0.14%	74
2021 Q4	$5.7M	Buy	39,842 +8,567	+27%	+$1.31M	0.17%	70
2021 Q3	$3.95M	Buy	+31,275	New	+$3.7M	0.12%	81

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Marsico Capital Management increased its Unity (U) stake by 98% in Q2 2026, buying an estimated $11.6M and bringing the position to 875,430 shares worth $25M. The position accounts for 0.65% of the portfolio, ranked #39.

Marsico Capital Management first reported a position in U in Q3 2021 and has held it in 8 quarters since. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Marsico Capital Management held 875,430 shares of Unity worth $25M as of Q2 2026.
Marsico Capital Management bought 434,194 Unity shares in Q2 2026, an estimated $11.6M.
Unity made up 0.65% of Marsico Capital Management's portfolio in Q2 2026, its #39 holding.
Marsico Capital Management first reported a position in Unity in Q3 2021 and has held it in 8 quarters since.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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