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Marsico Capital Management Llc Buys Activision Blizzard Inc, Alphabet Inc, Boeing Co, Sells Applied Materials Inc, Facebook Inc, Netflix Inc

Denver, CO, based Investment company Marsico Capital Management Llc buys Activision Blizzard Inc, Alphabet Inc, Boeing Co, S&P Global Inc, Biogen Inc, Intuitive Surgical Inc, GW Pharmaceuticals PLC, Lululemon Athletica Inc, Ryanair Holdings PLC, The Ultimate Software Group Inc, sells Applied Materials Inc, Facebook Inc, Netflix Inc, Crown Castle International Corp, Constellation Brands Inc during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Marsico Capital Management Llc. As of 2018-09-30, Marsico Capital Management Llc owns 91 stocks with a total value of $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 http://www.gurufocus.com/StockBuy.php?GuruName=MARSICO+CAPITAL+MANAGEMENT+LLC

These are the top 5 holdings of MARSICO CAPITAL MANAGEMENT LLC
  1. Amazon.com Inc (AMZN) - 119,842 shares, 8.11% of the total portfolio. Shares reduced by 1.51%
  2. Visa Inc (V) - 1,320,556 shares, 6.7% of the total portfolio. Shares added by 3.90%
  3. Alphabet Inc (GOOGL) - 163,136 shares, 6.65% of the total portfolio. Shares added by 125.90%
  4. Alibaba Group Holding Ltd (BABA) - 1,154,528 shares, 6.43% of the total portfolio. Shares added by 19.94%
  5. NVIDIA Corp (NVDA) - 671,359 shares, 6.37% of the total portfolio. Shares added by 10.24%
New Purchase: Activision Blizzard Inc (ATVI)

Marsico Capital Management Llc initiated holding in Activision Blizzard Inc. The purchase prices were between $68.93 and $83.19, with an estimated average price of $75.8. The stock is now traded at around $52.09. The impact to a portfolio due to this purchase was 3.95%. The holding were 1,404,070 shares as of 2018-09-30.

New Purchase: Boeing Co (BA)

Marsico Capital Management Llc initiated holding in Boeing Co. The purchase prices were between $331.76 and $372.23, with an estimated average price of $351.3. The stock is now traded at around $347.65. The impact to a portfolio due to this purchase was 1.79%. The holding were 142,684 shares as of 2018-09-30.

New Purchase: S&P Global Inc (SPGI)

Marsico Capital Management Llc initiated holding in S&P Global Inc. The purchase prices were between $195.39 and $214.78, with an estimated average price of $206.41. The stock is now traded at around $178.87. The impact to a portfolio due to this purchase was 1.57%. The holding were 238,400 shares as of 2018-09-30.

New Purchase: Biogen Inc (BIIB)

Marsico Capital Management Llc initiated holding in Biogen Inc. The purchase prices were between $293.51 and $383.83, with an estimated average price of $343.66. The stock is now traded at around $315.91. The impact to a portfolio due to this purchase was 1.26%. The holding were 105,825 shares as of 2018-09-30.

New Purchase: GW Pharmaceuticals PLC (GWPH)

Marsico Capital Management Llc initiated holding in GW Pharmaceuticals PLC. The purchase prices were between $129 and $174.5, with an estimated average price of $144.21. The stock is now traded at around $129.39. The impact to a portfolio due to this purchase was 0.54%. The holding were 92,187 shares as of 2018-09-30.

New Purchase: Lululemon Athletica Inc (LULU)

Marsico Capital Management Llc initiated holding in Lululemon Athletica Inc. The purchase prices were between $118.84 and $162.49, with an estimated average price of $136.9. The stock is now traded at around $140.40. The impact to a portfolio due to this purchase was 0.48%. The holding were 86,698 shares as of 2018-09-30.

Added: Alphabet Inc (GOOGL)

Marsico Capital Management Llc added to a holding in Alphabet Inc by 125.90%. The purchase prices were between $1116.28 and $1285.5, with an estimated average price of $1209.62. The stock is now traded at around $1046.41. The impact to a portfolio due to this purchase was 3.71%. The holding were 163,136 shares as of 2018-09-30.

Added: Intuitive Surgical Inc (ISRG)

Marsico Capital Management Llc added to a holding in Intuitive Surgical Inc by 34.43%. The purchase prices were between $485.58 and $574.19, with an estimated average price of $532.41. The stock is now traded at around $499.13. The impact to a portfolio due to this purchase was 0.71%. The holding were 143,460 shares as of 2018-09-30.

Added: Microsoft Corp (MSFT)

Marsico Capital Management Llc added to a holding in Microsoft Corp by 47.22%. The purchase prices were between $99.05 and $114.67, with an estimated average price of $108.32. The stock is now traded at around $105.24. The impact to a portfolio due to this purchase was 0.31%. The holding were 248,257 shares as of 2018-09-30.

Added: Worldpay Inc (WP)

Marsico Capital Management Llc added to a holding in Worldpay Inc by 29.32%. The purchase prices were between $81.35 and $101.27, with an estimated average price of $91.33. The stock is now traded at around $83.80. The impact to a portfolio due to this purchase was 0.16%. The holding were 201,779 shares as of 2018-09-30.

Added: Ball Corp (BLL)

Marsico Capital Management Llc added to a holding in Ball Corp by 86.30%. The purchase prices were between $35.76 and $44.92, with an estimated average price of $40.67. The stock is now traded at around $49.25. The impact to a portfolio due to this purchase was 0.06%. The holding were 91,829 shares as of 2018-09-30.

Added: A.O. Smith Corp (AOS)

Marsico Capital Management Llc added to a holding in A.O. Smith Corp by 122.15%. The purchase prices were between $53.37 and $61.39, with an estimated average price of $58.72. The stock is now traded at around $45.26. The impact to a portfolio due to this purchase was 0.06%. The holding were 63,549 shares as of 2018-09-30.

Sold Out: Ryanair Holdings PLC (RYAAY)

Marsico Capital Management Llc sold out a holding in Ryanair Holdings PLC. The sale prices were between $81 and $102, with an estimated average price of $88.46.

Sold Out: Charles Schwab Corp (SCHW)

Marsico Capital Management Llc sold out a holding in Charles Schwab Corp. The sale prices were between $49.15 and $54.22, with an estimated average price of $51.07.

Sold Out: Laboratory Corp of America Holdings (LH)

Marsico Capital Management Llc sold out a holding in Laboratory Corp of America Holdings. The sale prices were between $167.67 and $188.27, with an estimated average price of $177.04.

Sold Out: Marriott International Inc (MAR)

Marsico Capital Management Llc sold out a holding in Marriott International Inc. The sale prices were between $120.16 and $133.42, with an estimated average price of $127.52.

Sold Out: Hologic Inc (HOLX)

Marsico Capital Management Llc sold out a holding in Hologic Inc. The sale prices were between $38.16 and $42.92, with an estimated average price of $40.4.

Sold Out: MGM Growth Properties LLC (MGP)

Marsico Capital Management Llc sold out a holding in MGM Growth Properties LLC. The sale prices were between $28.54 and $31.1, with an estimated average price of $30.09.



Here is the complete portfolio of MARSICO CAPITAL MANAGEMENT LLC. Also check out:

1. MARSICO CAPITAL MANAGEMENT LLC's Undervalued Stocks
2. MARSICO CAPITAL MANAGEMENT LLC's Top Growth Companies, and
3. MARSICO CAPITAL MANAGEMENT LLC's High Yield stocks
4. Stocks that MARSICO CAPITAL MANAGEMENT LLC keeps buying

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