0001398344-17-014627.txt : 20171114 0001398344-17-014627.hdr.sgml : 20171114 20171114112220 ACCESSION NUMBER: 0001398344-17-014627 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171114 DATE AS OF CHANGE: 20171114 EFFECTIVENESS DATE: 20171114 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: 171199372 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 09-30-2017 09-30-2017 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 11-14-2017 0 97 2492519 INFORMATION TABLE 2 fp0029069_13fhr-table.xml 13F INFORMATION TABLE ACADIA HEALTHCARE COMPANY IN COM 00404A109 3752 78555 SH SOLE 78555 0 0 ACTIVISION BLIZZARD INC COM 00507V109 45925 711902 SH SOLE 711902 0 0 ADOBE SYS INC COM 00724F101 16971 113759 SH SOLE 113759 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 203486 1178192 SH SOLE 697547 0 480645 ALKERMES PLC SHS G01767105 2026 39854 SH SOLE 39854 0 0 ALLERGAN PLC PFD CONV SER A G0177J116 3018 4091 SH SOLE 4091 0 0 ALPHABET INC CAP STK CL A 02079K305 67440 69260 SH SOLE 69260 0 0 AMAZON COM INC COM 023135106 131690 136984 SH SOLE 63919 0 73065 AMETEK INC NEW COM 031100100 3713 56218 SH SOLE 56218 0 0 AMGEN INC COM 031162100 22690 121696 SH SOLE 121696 0 0 ANTHEM INC COM 036752103 38544 202989 SH SOLE 202989 0 0 APPLE INC COM 037833100 69897 453520 SH SOLE 453520 0 0 APPLIED MATLS INC COM 038222105 57056 1095343 SH SOLE 1095343 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 3035 17726 SH SOLE 17726 0 0 ATLASSIAN CORP PLC CL A G06242104 1403 39927 SH SOLE 39927 0 0 BALL CORP COM 058498106 3480 84260 SH SOLE 84260 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9297 50712 SH SOLE 50712 0 0 BLUE BUFFALO PET PRODS INC COM 09531U102 2002 70623 SH SOLE 70623 0 0 BOSTON SCIENTIFIC CORP COM 101137107 33002 1131363 SH SOLE 1131363 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4468 55281 SH SOLE 55281 0 0 BURLINGTON STORES INC COM 122017106 4659 48805 SH SOLE 48805 0 0 CBS CORP NEW CL B 124857202 2143 36947 SH SOLE 36947 0 0 CELGENE CORP COM 151020104 132643 909633 SH SOLE 403116 0 506517 SCHWAB CHARLES CORP NEW COM 808513105 10200 233207 SH SOLE 233207 0 0 CME GROUP INC COM CL A 12572Q105 7437 54812 SH SOLE 54812 0 0 COGNEX CORP COM 192422103 1364 12368 SH SOLE 12368 0 0 CONSTELLATION BRANDS INC CL A 21036P108 60350 302580 SH SOLE 302580 0 0 COSTAR GROUP INC COM 22160N109 6205 23131 SH SOLE 23131 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 22428 224326 SH SOLE 224326 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 15797 299523 SH SOLE 299523 0 0 DOMINOS PIZZA INC COM 25754A201 3866 19472 SH SOLE 19472 0 0 FACEBOOK INC CL A 30303M102 137824 806601 SH SOLE 427422 0 379179 FIRST REP BK SAN FRANCISCO C COM 33616C100 51644 494392 SH SOLE 494392 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 4013 25930 SH SOLE 25930 0 0 GARTNER INC COM 366651107 4829 38816 SH SOLE 38816 0 0 GENESEE & WYO INC CL A 371559105 4734 63960 SH SOLE 63960 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 3383 35100 SH SOLE 35100 0 0 HEALTHCARE SVCS GRP INC COM 421906108 5565 103117 SH SOLE 103117 0 0 HEICO CORP NEW COM 422806109 1152 12827 SH SOLE 12827 0 0 HILTON GRAND VACATIONS INC COM 43283X105 5189 134324 SH SOLE 134324 0 0 HOLOGIC INC COM 436440101 1939 52860 SH SOLE 52860 0 0 IDEXX LABS INC COM 45168D104 2272 14615 SH SOLE 14615 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 22690 330274 SH SOLE 330274 0 0 INTERXION HOLDING N.V SHS N47279109 14927 293095 SH SOLE 293095 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 13106 12531 SH SOLE 12531 0 0 JOHNSON & JOHNSON COM 478160104 8945 68803 SH SOLE 68803 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 7212 47774 SH SOLE 47774 0 0 LIVANOVA PLC SHS G5509L101 1356 19352 SH SOLE 19352 0 0 LOCKHEED MARTIN CORP COM 539830109 129829 418412 SH SOLE 186995 0 231417 LULULEMON ATHLETICA INC COM 550021109 4792 76975 SH SOLE 76975 0 0 MACQUARIE INFRASTRUCTURE COR COM 55608B105 6402 88696 SH SOLE 88696 0 0 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 2144 74572 SH SOLE 74572 0 0 MARRIOTT INTL INC NEW CL A 571903202 3708 33630 SH SOLE 33630 0 0 MASTERCARD INCORPORATED CL A 57636Q104 7420 52550 SH SOLE 52550 0 0 MERCK & CO INC COM 58933Y105 41484 647883 SH SOLE 647883 0 0 MGM GROWTH PPTYS LLC CL A COM 55303A105 3274 108373 SH SOLE 108373 0 0 MICROSOFT CORP COM 594918104 2724 36566 SH SOLE 36566 0 0 MONDELEZ INTL INC CL A 609207105 1238 30438 SH SOLE 30438 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 4635 83895 SH SOLE 83895 0 0 NETFLIX INC COM 64110L106 59559 328420 SH SOLE 328420 0 0 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 12764 236154 SH SOLE 236154 0 0 NVIDIA CORP COM 67066G104 131093 733304 SH SOLE 316505 0 416799 OLLIES BARGAIN OUTLT HLDGS I COM 681116109 3777 81394 SH SOLE 81394 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 8415 39071 SH SOLE 39071 0 0 PACIRA PHARMACEUTICALS INC COM 695127100 1452 38675 SH SOLE 38675 0 0 PAYPAL HLDGS INC COM 70450Y103 135482 2115922 SH SOLE 970132 0 1145790 PTC INC COM 69370C100 4047 71905 SH SOLE 71905 0 0 QIAGEN NV SHS NEW N72482123 2665 84604 SH SOLE 84604 0 0 RAYTHEON CO COM NEW 755111507 6103 32712 SH SOLE 32712 0 0 RBC BEARINGS INC COM 75524B104 734 5866 SH SOLE 5866 0 0 RED ROCK RESORTS INC CL A 75700L108 1584 68409 SH SOLE 68409 0 0 RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 14079 133550 SH SOLE 133550 0 0 SALESFORCE COM INC COM 79466L302 65782 704149 SH SOLE 704149 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 6238 43307 SH SOLE 43307 0 0 SHERWIN WILLIAMS CO COM 824348106 101334 283024 SH SOLE 134728 0 148296 SIGNATURE BK NEW YORK N Y COM 82669G104 8547 66750 SH SOLE 66750 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 5538 90874 SH SOLE 90874 0 0 SNAP INC CL A 83304A106 4463 306954 SH SOLE 306954 0 0 STARWOOD PPTY TR INC COM 85571B105 8236 379171 SH SOLE 379171 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2539 24838 SH SOLE 24838 0 0 TARGET CORP COM 87612E106 5092 86293 SH SOLE 86293 0 0 TELEFLEX INC COM 879369106 5547 22925 SH SOLE 22925 0 0 TESLA INC COM 88160R101 1224 3589 SH SOLE 3589 0 0 TEXAS INSTRS INC COM 882508104 6116 68225 SH SOLE 68225 0 0 HOME DEPOT INC COM 437076102 5406 33053 SH SOLE 33053 0 0 PRICELINE GRP INC COM NEW 741503403 39992 21844 SH SOLE 21844 0 0 TIME WARNER INC COM NEW 887317303 6765 66035 SH SOLE 66035 0 0 TREEHOUSE FOODS INC COM 89469A104 3282 48450 SH SOLE 48450 0 0 TWILIO INC CL A 90138F102 989 33147 SH SOLE 33147 0 0 UNITEDHEALTH GROUP INC COM 91324P102 142942 729854 SH SOLE 365212 0 364642 VANTIV INC CL A 92210H105 8056 114316 SH SOLE 114316 0 0 VERISK ANALYTICS INC COM 92345Y106 4080 49049 SH SOLE 49049 0 0 VISA INC COM CL A 92826C839 164870 1566613 SH SOLE 885327 0 681286 VULCAN MATLS CO COM 929160109 4842 40483 SH SOLE 40483 0 0 WASTE MGMT INC DEL COM 94106L109 7208 92089 SH SOLE 92089 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 4851 41427 SH SOLE 41427 0 0 ZOETIS INC CL A 98978V103 8409 131891 SH SOLE 131891 0 0