Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capco Asset Management, LLC (CIK 1698068) reported $366.6M across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MAR ($57.3M, 15.64%), ROP ($53.2M, 14.51%), MKL ($49.5M, 13.49%), PGR ($38.1M, 10.38%), AMZN ($36.7M, 10.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | $57.3M | 15.64% | 175,341 | Trimmed |
| 2 | ROP | ROPER TECHNOLOGIES INC | $53.2M | 14.51% | 150,297 | Added |
| 3 | MKL | MARKEL GROUP INC | $49.5M | 13.49% | 25,839 | Trimmed |
| 4 | PGR | PROGRESSIVE CORP | $38.1M | 10.38% | 191,971 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $36.7M | 10.01% | 176,155 | Added |
| 6 | MSFT | MICROSOFT CORP | $31.1M | 8.48% | 83,952 | Added |
| 7 | ADSK | AUTODESK INC | $21.1M | 5.75% | 87,997 | Trimmed |
| 8 | LBRDK | LIBERTY BROADBAND CORP | $16.7M | 4.54% | 331,168 | Trimmed |
| 9 | TEAM | ATLASSIAN CORPORATION | $11.9M | 3.24% | 173,871 | Added |
| 10 | GOGO | GOGO INC | $11.4M | 3.12% | 2.8M | Trimmed |
| 11 | BUD | ANHEUSER BUSCH INBEV SA NV | $10.1M | 2.76% | 145,742 | Trimmed |
| 12 | LRCX | LAM RESEARCH CORP | $9.9M | 2.71% | 46,471 | Trimmed |
| 13 | CHTR | CHARTER COMMUNICATIONS INC | $9.6M | 2.63% | 44,619 | Trimmed |
| 14 | DHR | DANAHER CORP DEL | $8.4M | 2.29% | 44,254 | Added |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $378,643 | 0.10% | 380 | Hold |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $273,064 | 0.07% | 808 | Added |
| 17 | GOOG | ALPHABET INC | $210,268 | 0.06% | 733 | Added |
| 18 | META | META PLATFORMS INC | $201,962 | 0.06% | 353 | Added |
| 19 | LSTR | LANDSTAR SYS INC | $208,403 | 0.06% | 1,300 | Hold |
| 20 | APO | APOLLO GLOBAL MGMT INC | $92,367 | 0.03% | 829 | New |
| 21 | AVGO | BROADCOM INC | $120,399 | 0.03% | 389 | New |
| 22 | DORM | DORMAN PRODUCTS INC | $80,566 | 0.02% | 772 | New |
| 23 | SPY | STATE STR SPDR 500 EFT T | $73,488 | 0.02% | 113 | Hold |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $47,920 | 0.01% | 100 | Hold |
| 25 | CERT | CERTARA INC | $40,328 | 0.01% | 7,075 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31