MARSICO CAPITAL MANAGEMENT LLC

Position in U — Unity Software Inc.

CIK 1055966 DENVER, CO

Position in U

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$25,019,789

+$15,339,072 QoQ

Shares Held

875,430

+98.4% QoQ

Ownership

0.199%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#59

of 558 holders

Holding Since

Sep 2021

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MARSICO CAPITAL MANAGEMENT LLC holds $91,207,725 across 4 Software - Application names. U ranks #3 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	112,884	$29,390,478
2	SAP	Sap SE	186,261	$28,704,682
3	U	Unity Software Inc. This page	875,430	$25,019,789
4	YOU	Clear Secure, Inc.	145,214	$8,092,776

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,019,789	875,430	+98.4%	Shares	Sole	2026-08-13
2026-03-31	$9,680,717	441,236	-16.9%	Shares	Sole	2026-05-13
2025-12-31	$23,440,709	530,693	-0.6%	Shares	Sole	2026-02-12
2025-09-30	$21,385,684	534,108	+1996.8%	Shares	Sole	2025-11-12
2022-06-30	$937,879	25,472	-36.1%	Shares	Sole	2022-08-12
2022-03-31	$3,952,724	39,842	0.0%	Shares	Sole	2022-05-13
2021-12-31	$5,697,007	39,842	+27.4%	Shares	Sole	2022-02-14
2021-09-30	$3,948,468	31,275	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.