Marsico Capital Management’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$51.1M	Buy	168,946 +16,825	+11%	+$5.41M	1.5%	19
2025 Q4	$53.4M	Buy	152,121 +294	+0.2%	+$100K	1.49%	20
2025 Q3	$51.8M	Sell	151,827 -45,948	-23%	-$15.9M	1.33%	20
2025 Q2	$70.2M	Hold	197,775	–	–	1.9%	19
2025 Q1	$69.3M	Hold	197,775	–	–	2.38%	15
2024 Q4	$62.5M	Sell	197,775 -17,074	-8%	-$5.13M	1.7%	21
2024 Q3	$59.1M	Sell	214,849 -261	-0.1%	-$70.6K	1.65%	23
2024 Q2	$56.5M	Hold	215,110	–	–	1.69%	20
2024 Q1	$60M	Hold	215,110	–	–	1.97%	19
2023 Q4	$56M	Sell	215,110 -22,606	-10%	-$5.57M	2.19%	18
2023 Q3	$54.7M	Sell	237,716 -21,050	-8%	-$5.06M	2.34%	17
2023 Q2	$61.5M	Buy	258,766 +14,314	+6%	+$3.28M	2.45%	17
2023 Q1	$55.1M	Sell	244,452 -1,204	-0.5%	-$268K	2.58%	19
2022 Q4	$51M	Sell	245,656 -2,021	-0.8%	-$408K	2.64%	20
2022 Q3	$44M	Buy	247,677 +1,092	+0.4%	+$222K	2.37%	16
2022 Q2	$48.5M	Hold	246,585	–	–	2.37%	17
2022 Q1	$54.7M	Sell	246,585 -323	-0.1%	-$69.9K	1.91%	19
2021 Q4	$53.5M	Sell	246,908 -327,263	-57%	-$70.3M	1.56%	25
2021 Q3	$128M	Sell	574,171 -296,910	-34%	-$69.6M	3.92%	9
2021 Q2	$204M	Sell	871,081 -138,997	-14%	-$31.8M	5.04%	6
2021 Q1	$214M	Sell	1,010,078 -17,465	-2%	-$3.68M	5.57%	5
2020 Q4	$225M	Buy	1,027,543 +102,700	+11%	+$21M	5.82%	3
2020 Q3	$185M	Sell	924,843 -1,171	-0.1%	-$234K	5.13%	6
2020 Q2	$179M	Sell	926,014 -2,447	-0.3%	-$447K	5.62%	4
2020 Q1	$150M	Sell	928,461 -207,556	-18%	-$39.1M	6.43%	3
2019 Q4	$213M	Sell	1,136,017 -79,442	-7%	-$14.3M	7.61%	1
2019 Q3	$209M	Sell	1,215,459 -37,441	-3%	-$6.67M	8.15%	1
2019 Q2	$217M	Sell	1,252,900 -3,051	-0.2%	-$500K	7.76%	1
2019 Q1	$196M	Sell	1,255,951 -73,646	-6%	-$10.6M	7.07%	1
2018 Q4	$175M	Buy	1,329,597 +9,041	+0.7%	+$1.25M	7.4%	2
2018 Q3	$198M	Buy	1,320,556 +49,513	+4%	+$7.04M	6.7%	2
2018 Q2	$168M	Sell	1,271,043 -183,844	-13%	-$23.7M	6.03%	7
2018 Q1	$174M	Sell	1,454,887 -45,080	-3%	-$5.46M	6.54%	4
2017 Q4	$171M	Sell	1,499,967 -66,646	-4%	-$7.36M	6.83%	2
2017 Q3	$165M	Buy	1,566,613 +143,429	+10%	+$14.5M	6.61%	2
2017 Q2	$133M	Sell	1,423,184 -20,085	-1%	-$1.86M	5.59%	5
2017 Q1	$128M	Sell	1,443,269 -247,417	-15%	-$21.3M	5.55%	4
2016 Q4	$132M	Sell	1,690,686 -264,768	-14%	-$21.3M	5.84%	5
2016 Q3	$162M	Sell	1,955,454 -528,839	-21%	-$42.3M	6.04%	4
2016 Q2	$184M	Sell	2,484,293 -316,775	-11%	-$24.8M	6.4%	2
2016 Q1	$214M	Sell	2,801,068 -1,288,629	-32%	-$93.6M	6.34%	3
2015 Q4	$317M	Sell	4,089,697 -2,257,033	-36%	-$175M	5.61%	3
2015 Q3	$442M	Sell	6,346,730 -373,852	-6%	-$26.7M	4.61%	4
2015 Q2	$451M	Sell	6,720,582 -696,481	-9%	-$47.2M	3.99%	5
2015 Q1	$485M	Sell	7,417,063 -1,523,017	-17%	-$101M	4.09%	5
2014 Q4	$586M	Buy	8,940,080 +664,536	+8%	+$40M	4.7%	3
2014 Q3	$441M	Sell	8,275,544 -1,144,860	-12%	-$61.5M	3.45%	9
2014 Q2	$496M	Sell	9,420,404 -1,819,952	-16%	-$95.1M	3.6%	9
2014 Q1	$607M	Buy	11,240,356 +632,096	+6%	+$35.1M	4.38%	6
2013 Q4	$591M	Buy	10,608,260 +603,836	+6%	+$30.4M	4.18%	5
2013 Q3	$478M	Sell	10,004,424 -1,957,128	-16%	-$90.4M	3.53%	6
2013 Q2	$546M	Buy	+11,961,552	New	+$523M	3.43%	6