MCM
YOU icon

Marsico Capital Management’s Clear Secure YOU Stock Holding History

Marsico Capital Management’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.09M Sell
145,214
-239,811
-62% -$13.1M 0.21% 65
2026
Q1 		$18.6M Buy
385,025
+60,784
+19% +$2.42M 0.55% 37
2025
Q4 		$11.4M Hold
324,241
– – 0.32% 47
2025
Q3 		$10.8M Buy
+324,241
New +$10.7M 0.28% 55

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Marsico Capital Management reduced its Clear Secure (YOU) stake by 62% in Q2 2026, selling an estimated $13.1M and leaving 145,214 shares worth $8.09M. The position accounts for 0.21% of the portfolio, ranked #65.

Marsico Capital Management first reported a position in YOU in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.6M in Q1 2026. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Marsico Capital Management held 145,214 shares of Clear Secure worth $8.09M as of Q2 2026.
  • Marsico Capital Management sold 239,811 Clear Secure shares in Q2 2026, an estimated $13.1M.
  • Clear Secure made up 0.21% of Marsico Capital Management's portfolio in Q2 2026, its #65 holding.
  • Marsico Capital Management first reported a position in Clear Secure in Q3 2025 and has held it in 4 quarters since.
  • Marsico Capital Management's Clear Secure position peaked at $18.6M in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

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