MARSICO GROWTH FUND AAPL Holdings History

Number of Shares
93,404.00
Current Holdings Value*
$20.75 Mil
% of Portfolio
5.52%
Total Estimate Gain
$26.65 Mil
% of Total Estimate Gain
58.63%

MARSICO GROWTH FUND's Apple Inc Holding Summary

As of 2025-03-31, MARSICO INVESTMENT FUND held 93,404.00 shares of Apple Inc(AAPL), totaling $20.75 Mil. This investment constitutes 5.52% of their stock portfolio, and MARSICO INVESTMENT FUND now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q3. And since then MARSICO GROWTH FUND has made 7 purchases of AAPL, at an average price of $94.96, for a total of 478,638.00 shares. In addition, there have been 8 sales at an average price of $138.59 for 385,234.00 shares. Based on historical transaction data and AAPL's current price of $200.30, MARSICO GROWTH FUND's estimated gain on his AAPL holdings is $26.65 Mil, reflecting a 58.63% gain to date.

MARSICO GROWTH FUND AAPL ($200.30) Holding Chart

MARSICO GROWTH FUND AAPL ($200.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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