0001398344-13-003822.txt : 20130814 0001398344-13-003822.hdr.sgml : 20130814 20130814104414 ACCESSION NUMBER: 0001398344-13-003822 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130814 DATE AS OF CHANGE: 20130814 EFFECTIVENESS DATE: 20130814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MARSICO CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0001055966 IRS NUMBER: 841434992 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06748 FILM NUMBER: 131035708 BUSINESS ADDRESS: STREET 1: 1200 17TH ST STREET 2: STE 1600 CITY: DENVER STATE: CO ZIP: 80202 BUSINESS PHONE: 3034545600 MAIL ADDRESS: STREET 1: 1200 17TH ST STREET 2: STE 1600 CITY: DENVER STATE: CO ZIP: 80202 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001055966 XXXXXXXX 06-30-2013 06-30-2013 false MARSICO CAPITAL MANAGEMENT LLC

1200 17TH ST STE 1600 DENVER CO 80202

13F HOLDINGS REPORT 028-06748 N Neil L. Gloude 303-454-5600 /s/ NEIL L GLOUDE Denver CO 08-14-2013 0 97 15918985 INFORMATION TABLE 2 fp0007949_13fhr-table.xml 13F INFORMATION TABLE ACCENTURE PLC CL A G1151C101 415024 5767422 SH SOLE 3509077 0 2258345 ALKERMES PLC SHS G01767105 27213 948853 SH SOLE 289802 0 659051 AMAZON.COM INC COM 023135106 119620 430771 SH SOLE 287698 0 143073 AMERICAN EXPRESS CO COM 025816109 253986 3397346 SH SOLE 2157979 0 1239367 AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 462226 10340634 SH SOLE 6593241 0 3747393 AMERICAN TOWER CORPORATION COM 03027X100 153327 2095495 SH SOLE 1201886 0 893609 ANHEUSER-BUSCH INBEV SPONS ADR 03524A108 419668 4649544 SH SOLE 2706947 0 1942597 ASML HOLDING NV NY REG SHS N07059210 183433 2319003 SH SOLE 1463128 0 855875 AUTOZONE INC COM 053332102 380914 899041 SH SOLE 532701 0 366340 B/E AEROSPACE INC COM 073302101 12344 195696 SH SOLE 62466 0 133230 BERKSHIRE HATHAWAY INC CL B NEW 084670702 9782 87398 SH SOLE 0 0 87398 BIOGEN IDEC INC COM 09062X103 860316 3997754 SH SOLE 2287868 0 1709886 BIOMARIN PHARMACEUTICAL INC COM 09061G101 14468 259319 SH SOLE 81661 0 177658 BRISTOL MYERS SQUIBB COMPANY COM 110122108 331181 7410629 SH SOLE 4574270 0 2836359 BROWN & BROWN INC COM 115236101 8954 277724 SH SOLE 91793 0 185931 CANADIAN PACIFIC RAILWAY LTD COM 13645T100 372985 3072870 SH SOLE 1689201 0 1383669 CBS CORP CL B 124857202 225008 4604224 SH SOLE 3002409 0 1601815 CELGENE CORP COM 151020104 16315 139555 SH SOLE 114450 0 25105 CHIPOTLE MEXICAN GRILL COM 169656105 207231 568769 SH SOLE 318608 0 250161 CHURCH & DWIGHT CO INC COM 171340102 20516 332460 SH SOLE 103386 0 229074 CITIGROUP INC COM NEW 172967424 578622 12062151 SH SOLE 7249513 0 4812638 CITY NATIONAL CORP COM 178566105 23981 378419 SH SOLE 117121 0 261298 COMCAST CORP CL A 20030N101 179063 4275607 SH SOLE 2477077 0 1798530 CONSTELLATION BRANDS CL A 21036P108 65274 1252364 SH SOLE 669915 0 582449 CSX CORP COM 126408103 105898 4566562 SH SOLE 3178357 0 1388205 DOLLAR TREE INC COM 256746108 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SOLE 564155 0 152143 INCYTE CORP COM 45337C102 8131 369562 SH SOLE 116523 0 253039 INTERCONTINENTALEXCHANGE INC COM 45865V100 33274 187189 SH SOLE 93812 0 93377 KINDER MORGAN INC COM 49456B101 296603 7774677 SH SOLE 4943677 0 2831000 KINDER MORGAN INC WARRANT 49456B119 1692 330553 SH SOLE 282744 0 47809 LIBERTY GLOBAL PLC SHS CL A G5480U104 143563 1937953 SH SOLE 1280641 0 657312 LIBERTY GLOBAL PLC SHS CL C G5480U120 118767 1749405 SH SOLE 1116195 0 633210 LKQ CORP COM 501889208 30786 1195573 SH SOLE 542685 0 652888 LOCKHEED MARTIN CORP COM 539830109 30086 277394 SH SOLE 155279 0 122115 LOWE'S COS INC COM 548661107 33535 819915 SH SOLE 672569 0 147346 LULULEMON ATHLETICA INC COM 550021109 227257 3468507 SH SOLE 2142036 0 1326471 LUXOTTICA GROUP SPA SPONS ADR 55068R202 6400 126586 SH SOLE 99716 0 26870 MASTERCARD INC CL A 57636Q104 70690 123046 SH SOLE 48339 0 74707 MERCADOLIBRE INC COM 58733R102 12502 116018 SH SOLE 69238 0 46780 MODEL N INC COM 607525102 4754 203500 SH SOLE 166177 0 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STORES INC COM 778296103 30904 476850 SH SOLE 147618 0 329232 RYANAIR HOLDINGS PLC SPONS ADR 783513104 29461 571721 SH SOLE 402319 0 169402 SALESFORCE.COM INC COM 79466L302 21908 573808 SH SOLE 180638 0 393170 SBA COMMUNICATIONS CORP COM 78388J106 8238 111144 SH SOLE 90750 0 20394 SCHLUMBERGER LIMITED COM 806857108 264365 3689167 SH SOLE 2188685 0 1500482 SEAGATE TECHNOLOGY PLC SHS G7945M107 14771 329483 SH SOLE 183657 0 145826 SEAWORLD ENTERTAINMENT INC COM 81282V100 3510 100000 SH SOLE 81826 0 18174 SHERWIN WILLIAMS CO COM 824348106 172729 978083 SH SOLE 571413 0 406670 STARBUCKS CORPORATION COM 855244109 307836 4700502 SH SOLE 2960885 0 1739617 STARWOOD HOTELS & RESORTS COM 85590A401 181168 2867036 SH SOLE 1805906 0 1061130 TAIWAN SEMICONDUCTOR MFG LTD SPONS ADR 874039100 20158 1100305 SH SOLE 619104 0 481201 TESLA MOTORS INC COM 88160R101 29853 277879 SH SOLE 134773 0 143106 TEXAS INSTRUMENTS INC COM 882508104 58317 1672395 SH SOLE 1140773 0 531622 TJX COMPANIES INC COM 872540109 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