0001398344-15-003308.txt : 20150515
0001398344-15-003308.hdr.sgml : 20150515
20150515103813
ACCESSION NUMBER: 0001398344-15-003308
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150515
DATE AS OF CHANGE: 20150515
EFFECTIVENESS DATE: 20150515
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: 15866359
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
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0001055966
XXXXXXXX
03-31-2015
03-31-2015
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MARSICO CAPITAL MANAGEMENT LLC
1200 17th St
Ste 1600
Denver
CO
80202
13F HOLDINGS REPORT
028-06748
N
Neil L. Gloude
Executive Vice President
303-454-5600
/s/ Neil L. Gloude
Denver
CO
05-15-2015
0
87
11855671
INFORMATION TABLE
2
fp0014409_13fhr-table.xml
13F INFORMATION TABLE
ACTAVIS PLC
SHS
G0083B108
481522
1617910
SH
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885207
ALIBABA GROUP HOLDING LTD
SPONS ADS
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322819
3878172
SH
SOLE
2202503
0
1675669
ALKERMES PLC
SHS
G01767105
38122
625265
SH
SOLE
222266
0
402999
APPLE INC
COM
037833100
744243
5981212
SH
SOLE
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0
2998352
ARM HOLDINGS PLC
SPONS ADR
042068106
956
19387
SH
SOLE
19387
0
0
ASML HOLDING NV
NY REG SHS
N07059210
270942
2681798
SH
SOLE
1556976
0
1124822
B/E AEROSPACE INC
COM
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26475
416131
SH
SOLE
105011
0
311120
BAIDU INC
SPON ADR REP A
056752108
22350
107244
SH
SOLE
65302
0
41942
BIOGEN INC
COM
09062X103
768001
1818871
SH
SOLE
901048
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917823
BOEING CO
COM
097023105
266998
1779039
SH
SOLE
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0
809888
BURLINGTON STORES INC
COM
122017106
19615
330108
SH
SOLE
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246855
CANADIAN PACIFIC RAILWAY LTD
COM
13645T100
457594
2504624
SH
SOLE
1287534
0
1217090
CBS CORP
CL B
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27171
448146
SH
SOLE
347154
0
100992
CELGENE CORP
COM
151020104
236132
2048336
SH
SOLE
1219025
0
829311
CELLDEX THERAPEUTICS INC
COM
15117B103
6614
237305
SH
SOLE
158536
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78769
CHARLES SCHWAB CORPORATION
COM
808513105
256422
8423876
SH
SOLE
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0
3677386
CHIPOTLE MEXICAN GRILL INC
COM
169656105
20815
31997
SH
SOLE
18098
0
13899
CITIGROUP INC
COM
172967424
30124
584697
SH
SOLE
453357
0
131340
CLUBCORP HOLDINGS INC
COM
18948M108
26656
1376852
SH
SOLE
1070379
0
306473
CME GROUP INC
COM
12572Q105
19206
202786
SH
SOLE
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0
45138
COMCAST CORP
CL A
20030N101
233487
4134706
SH
SOLE
2249249
0
1885457
CONSTELLATION BRANDS
CL A
21036P108
99441
855703
SH
SOLE
455852
0
399851
COSTAR GROUP INC
COM
22160N109
18162
91810
SH
SOLE
23135
0
68675
CROWN CASTLE INTL CORP
COM
22822V101
18067
218892
SH
SOLE
170169
0
48723
CVS HEALTH CORPORATION
COM
126650100
177049
1715417
SH
SOLE
1053105
0
662312
DELTA AIR LINES INC
COM
247361702
124221
2762919
SH
SOLE
1495618
0
1267301
DEXCOM INC
COM
252131107
12852
206162
SH
SOLE
51573
0
154589
DOLLAR TREE INC
COM
256746108
360427
4441754
SH
SOLE
2056759
0
2384995
DOMINO'S PIZZA INC
COM
25754A201
24791
246555
SH
SOLE
62292
0
184263
ELECTRONIC ARTS INC
COM
285512109
114031
1938816
SH
SOLE
940016
0
998800
ENDO INTERNATIONAL PLC
SHS
G30401106
60129
670339
SH
SOLE
259687
0
410652
ENVISION HEALTHCARE HOLDINGS, INC
COM
29413U103
64672
1686355
SH
SOLE
764626
0
921729
FACEBOOK INC
CL A
30303M102
768545
9347995
SH
SOLE
4713847
0
4634148
FIRST REP BK SAN FRANCISCO
COM
33616C100
21074
369125
SH
SOLE
93325
0
275800
FLEETCOR TECHNOLOGIES INC
COM
339041105
136079
901665
SH
SOLE
485503
0
416162
GENESEE & WYOMING INC
CL A
371559105
24307
252050
SH
SOLE
64741
0
187309
GILEAD SCIENCES INC
COM
375558103
264944
2699926
SH
SOLE
1649138
0
1050788
HCA HOLDINGS INC
COM
40412C101
295821
3932222
SH
SOLE
2325116
0
1607106
ILLUMINA INC
COM
452327109
59965
323015
SH
SOLE
159811
0
163204
INCYTE CORP
COM
45337C102
24906
271727
SH
SOLE
172790
0
98937
JUNO THERAPEUTICS INC
COM
48205A109
13728
226302
SH
SOLE
89300
0
137002
KEURIG GREEN MOUNTAIN INC
COM
49271M100
5704
51059
SH
SOLE
12899
0
38160
LIBERTY GLOBAL PLC
SHS CL C
G5480U120
82314
1652566
SH
SOLE
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502729
LINKEDIN CORP
COM CL A
53578A108
184107
736840
SH
SOLE
382030
0
354810
LOCKHEED MARTIN CORP
COM
539830109
147080
724671
SH
SOLE
407479
0
317192
LOWE'S COS INC
COM
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41197
553795
SH
SOLE
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123269
LULULEMON ATHLETICA INC
COM
550021109
36568
571193
SH
SOLE
353548
0
217645
MASTERCARD INC
CL A
57636Q104
56865
658230
SH
SOLE
232186
0
426044
MEDTRONIC PLC
SHS
G5960L103
28940
371069
SH
SOLE
288473
0
82596
MERCK & CO INC
COM
58933Y105
123994
2157168
SH
SOLE
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MOBILEYE NV AMSTELVEEN
ORD SHS
N51488117
7588
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SOLE
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MONSANTO CO
COM
61166W101
87908
781121
SH
SOLE
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0
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MORGAN STANLEY
COM
617446448
22818
639361
SH
SOLE
161565
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NIELSEN NV
COM
N63218106
19010
426514
SH
SOLE
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NIKE INC
CL B
654106103
320159
3191058
SH
SOLE
1935555
0
1255503
NORWEGIAN CRUISE LINE HOLDINGS
SHS
G66721104
76173
1410350
SH
SOLE
573690
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836660
NOVADAQ TECHNOLOGIES INC
COM
66987G102
6410
394726
SH
SOLE
354964
0
39762
NOVARTIS AG
SPONS ADR
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18483
187431
SH
SOLE
187431
0
0
NXP SEMICONDUCTORS NV
COM
N6596X109
169349
1687424
SH
SOLE
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O'REILLY AUTOMOTIVE INC
COM
67103H107
33127
153196
SH
SOLE
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80227
PACIRA PHARMACEUTICALS INC
COM
695127100
172919
1946192
SH
SOLE
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770166
PALO ALTO NETWORKS INC
COM
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103361
SH
SOLE
26045
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77316
POPEYES LOUISIANA KITCHEN INC
COM
732872106
10981
183559
SH
SOLE
46152
0
137407
RECEPTOS INC
COM
756207106
8431
51132
SH
SOLE
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0
38286
REGENERON PHARMACEUTICALS INC
COM
75886F107
25290
56016
SH
SOLE
14170
0
41846
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
52750
644465
SH
SOLE
408645
0
235820
RYANAIR HOLDINGS PLC
SPONS ADR
783513104
17184
257354
SH
SOLE
157127
0
100227
SALESFORCE.COM INC
COM
79466L302
89513
1339822
SH
SOLE
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SBA COMMUNICATIONS CORP
COM
78388J106
25670
219218
SH
SOLE
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163696
SHERWIN-WILLIAMS CO
COM
824348106
383154
1346763
SH
SOLE
771608
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575155
SIGNET JEWELERS LTD
SHS
G81276100
1565
11279
SH
SOLE
11279
0
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STARBUCKS CORPORATION
COM
855244109
251639
2657219
SH
SOLE
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1061379
STARWOOD HOTELS & RESORTS
COM
85590A401
18546
222112
SH
SOLE
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STARWOOD PROPERTY TRUST INC
COM
85571B105
21626
889979
SH
SOLE
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0
198100
TATA MOTORS LTD
SPONS ADR
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17662
391974
SH
SOLE
248198
0
143776
TESLA MOTORS INC
COM
88160R101
81662
432601
SH
SOLE
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TIME WARNER CABLE
COM
88732J207
77823
519237
SH
SOLE
146094
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TIME WARNER INC
COM
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36716
434814
SH
SOLE
110238
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324576
UNION PACIFIC CORP
COM
907818108
257034
2373134
SH
SOLE
1515852
0
857282
UNITEDHEALTH GROUP INC
COM
91324P102
354496
2996833
SH
SOLE
1417430
0
1579403
VALEANT PHARMACEUTICALS INTL INC
COM
91911K102
105854
532947
SH
SOLE
321176
0
211771
VERTEX PHARMACEUTICALS INC
COM
92532F100
254829
2160116
SH
SOLE
1214171
0
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VISA INC
COM CL A
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485150
7417063
SH
SOLE
4011856
0
3405207
WALT DISNEY CO
COM
254687106
571880
5452188
SH
SOLE
2699961
0
2752227
WILLIAMS-SONOMA INC
COM
969904101
1449
18183
SH
SOLE
18183
0
0
WYNN RESORTS LTD
COM
983134107
82159
652675
SH
SOLE
373606
0
279069
XPO LOGISTICS INC
COM
983793100
7323
161040
SH
SOLE
40928
0
120112