Marsico Capital Management Llc Buys Blackstone Inc, Sea, Globant SA, Sells Meta Platforms Inc, PayPal Holdings Inc, Amazon.com Inc

Denver, CO, based Investment company Marsico Capital Management Llc (Current Portfolio) buys Blackstone Inc, Sea, Globant SA, Insulet Corp, Shopify Inc, sells Meta Platforms Inc, PayPal Holdings Inc, Amazon.com Inc, Microsoft Corp, Starbucks Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Marsico Capital Management Llc. As of 2021Q3, Marsico Capital Management Llc owns 89 stocks with a total value of $3.3 billion. These are the details of the buys and sells.

For the details of MARSICO CAPITAL MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/marsico+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of MARSICO CAPITAL MANAGEMENT LLC
  1. Amazon.com Inc (AMZN) - 70,041 shares, 7.05% of the total portfolio. Shares reduced by 28.79%
  2. Microsoft Corp (MSFT) - 730,386 shares, 6.31% of the total portfolio. Shares reduced by 30.91%
  3. Alphabet Inc (GOOGL) - 72,708 shares, 5.96% of the total portfolio. Shares reduced by 1.16%
  4. Meta Platforms Inc (FB) - 526,523 shares, 5.48% of the total portfolio. Shares reduced by 38.06%
  5. The Walt Disney Co (DIS) - 888,177 shares, 4.60% of the total portfolio. Shares reduced by 28.72%
New Purchase: Blackstone Inc (BX)

Marsico Capital Management Llc initiated holding in Blackstone Inc. The purchase prices were between $97.11 and $135.04, with an estimated average price of $115.96. The stock is now traded at around $143.000000. The impact to a portfolio due to this purchase was 2.68%. The holding were 752,481 shares as of 2021-09-30.

New Purchase: Globant SA (GLOB)

Marsico Capital Management Llc initiated holding in Globant SA. The purchase prices were between $216.11 and $331.11, with an estimated average price of $274.39. The stock is now traded at around $323.380000. The impact to a portfolio due to this purchase was 0.35%. The holding were 40,842 shares as of 2021-09-30.

New Purchase: Match Group Inc (MTCH)

Marsico Capital Management Llc initiated holding in Match Group Inc. The purchase prices were between $130.97 and $165.86, with an estimated average price of $152.33. The stock is now traded at around $146.950000. The impact to a portfolio due to this purchase was 0.22%. The holding were 45,188 shares as of 2021-09-30.

New Purchase: DoorDash Inc (DASH)

Marsico Capital Management Llc initiated holding in DoorDash Inc. The purchase prices were between $167.33 and $222.91, with an estimated average price of $191.19. The stock is now traded at around $245.970000. The impact to a portfolio due to this purchase was 0.16%. The holding were 24,705 shares as of 2021-09-30.

New Purchase: Unity Software Inc (U)

Marsico Capital Management Llc initiated holding in Unity Software Inc. The purchase prices were between $96.71 and $142.52, with an estimated average price of $118.43. The stock is now traded at around $196.650000. The impact to a portfolio due to this purchase was 0.12%. The holding were 31,275 shares as of 2021-09-30.

Added: Sea Ltd (SE)

Marsico Capital Management Llc added to a holding in Sea Ltd by 25.06%. The purchase prices were between $267 and $353.36, with an estimated average price of $307.05. The stock is now traded at around $341.290000. The impact to a portfolio due to this purchase was 0.39%. The holding were 201,859 shares as of 2021-09-30.

Added: Insulet Corp (PODD)

Marsico Capital Management Llc added to a holding in Insulet Corp by 118.15%. The purchase prices were between $260.36 and $307.27, with an estimated average price of $285.43. The stock is now traded at around $314.850000. The impact to a portfolio due to this purchase was 0.31%. The holding were 65,265 shares as of 2021-09-30.

Added: Shopify Inc (SHOP)

Marsico Capital Management Llc added to a holding in Shopify Inc by 23.93%. The purchase prices were between $1346.55 and $1643.32, with an estimated average price of $1498.75. The stock is now traded at around $1669.520000. The impact to a portfolio due to this purchase was 0.28%. The holding were 35,310 shares as of 2021-09-30.

Added: Mastercard Inc (MA)

Marsico Capital Management Llc added to a holding in Mastercard Inc by 44.97%. The purchase prices were between $337.38 and $393.26, with an estimated average price of $363.45. The stock is now traded at around $363.500000. The impact to a portfolio due to this purchase was 0.26%. The holding were 78,659 shares as of 2021-09-30.

Added: Tesla Inc (TSLA)

Marsico Capital Management Llc added to a holding in Tesla Inc by 183.33%. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $1033.420000. The impact to a portfolio due to this purchase was 0.26%. The holding were 16,994 shares as of 2021-09-30.

Added: Hilton Worldwide Holdings Inc (HLT)

Marsico Capital Management Llc added to a holding in Hilton Worldwide Holdings Inc by 68.50%. The purchase prices were between $117.01 and $138.8, with an estimated average price of $126.37. The stock is now traded at around $143.470000. The impact to a portfolio due to this purchase was 0.15%. The holding were 93,244 shares as of 2021-09-30.

Sold Out: Canadian Pacific Railway Ltd (CP)

Marsico Capital Management Llc sold out a holding in Canadian Pacific Railway Ltd. The sale prices were between $64.64 and $77.57, with an estimated average price of $71.38.

Sold Out: Activision Blizzard Inc (ATVI)

Marsico Capital Management Llc sold out a holding in Activision Blizzard Inc. The sale prices were between $72.81 and $94.4, with an estimated average price of $83.7.

Sold Out: Chewy Inc (CHWY)

Marsico Capital Management Llc sold out a holding in Chewy Inc. The sale prices were between $67.71 and $95.7, with an estimated average price of $82.65.

Sold Out: S&P Global Inc (SPGI)

Marsico Capital Management Llc sold out a holding in S&P Global Inc. The sale prices were between $408.95 and $454.05, with an estimated average price of $433.31.



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