0001398344-20-003510.txt : 20200214
0001398344-20-003510.hdr.sgml : 20200214
20200214113607
ACCESSION NUMBER: 0001398344-20-003510
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200214
DATE AS OF CHANGE: 20200214
EFFECTIVENESS DATE: 20200214
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: 20616006
BUSINESS ADDRESS:
STREET 1: 1200 17TH ST
STREET 2: STE 1700
CITY: DENVER
STATE: CO
ZIP: 80202
BUSINESS PHONE: 3034545600
MAIL ADDRESS:
STREET 1: 1200 17TH ST
STREET 2: STE 1700
CITY: DENVER
STATE: CO
ZIP: 80202
13F-HR
1
primary_doc.xml
13F-HR
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false
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0001055966
XXXXXXXX
12-31-2019
12-31-2019
false
MARSICO CAPITAL MANAGEMENT LLC
1200 17TH ST
STE 1700
DENVER
CO
80202
13F HOLDINGS REPORT
028-06748
N
Neil L. Gloude
Executive Vice President
303-454-5600
/s/ Neil L. Gloude
Denver
CO
02-14-2020
0
86
2804795
INFORMATION TABLE
2
fp0049181_13fhr-table.xml
13F INFORMATION TABLE
ADOBE INC
COM
00724F101
127081
385316
SH
SOLE
156519
0
228797
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
35285
166358
SH
SOLE
166358
0
0
ALIGN TECHNOLOGY INC
COM
016255101
2817
10096
SH
SOLE
10096
0
0
ALPHABET INC
CAP STK CL A
02079K305
52330
39070
SH
SOLE
36002
0
3068
AMAZON COM INC
COM
023135106
176918
95743
SH
SOLE
55448
0
40295
AMETEK INC NEW
COM
031100100
8627
86491
SH
SOLE
86491
0
0
APPLE INC
COM
037833100
117115
398825
SH
SOLE
371840
0
26985
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
21312
72013
SH
SOLE
72013
0
0
AT&T INC
COM
00206R102
14941
382306
SH
SOLE
382306
0
0
ATLASSIAN CORP PLC
CL A
G06242104
10178
84579
SH
SOLE
84579
0
0
AVANTOR INC
COM
05352A100
1473
81165
SH
SOLE
81165
0
0
BALL CORP
COM
058498106
21328
329803
SH
SOLE
329803
0
0
BOEING CO
COM
097023105
115959
355965
SH
SOLE
146916
0
209049
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
1412
9394
SH
SOLE
9394
0
0
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
4860
39343
SH
SOLE
39343
0
0
BURLINGTON STORES INC
COM
122017106
9549
41876
SH
SOLE
41876
0
0
COGNEX CORP
COM
192422103
6128
109346
SH
SOLE
109346
0
0
COOPER COS INC
COM NEW
216648402
6257
19474
SH
SOLE
19474
0
0
COSTAR GROUP INC
COM
22160N109
7892
13191
SH
SOLE
13191
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
128667
905152
SH
SOLE
408384
0
496768
DANAHER CORPORATION
COM
235851102
43777
285232
SH
SOLE
261827
0
23405
DEXCOM INC
COM
252131107
2009
9183
SH
SOLE
9183
0
0
ELECTRONIC ARTS INC
COM
285512109
3050
28372
SH
SOLE
28372
0
0
EXACT SCIENCES CORP
COM
30063P105
3053
33016
SH
SOLE
33016
0
0
FACEBOOK INC
CL A
30303M102
192785
939268
SH
SOLE
524155
0
415113
FIDELITY NATL INFORMATION SV
COM
31620M106
19241
138338
SH
SOLE
138338
0
0
FIRST REP BK SAN FRANCISCO C
COM
33616C100
5995
51040
SH
SOLE
51040
0
0
FLOOR & DECOR HLDGS INC
CL A
339750101
2472
48648
SH
SOLE
48648
0
0
FRONTDOOR INC
COM
35905A109
2676
56422
SH
SOLE
56422
0
0
GARTNER INC
COM
366651107
7071
45884
SH
SOLE
45884
0
0
GUIDEWIRE SOFTWARE INC
COM
40171V100
6331
57671
SH
SOLE
57671
0
0
GW PHARMACEUTICALS PLC
ADS
36197T103
1777
16991
SH
SOLE
16991
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
1864
29415
SH
SOLE
29415
0
0
HEICO CORP NEW
COM
422806109
4967
43510
SH
SOLE
43510
0
0
IDEXX LABS INC
COM
45168D104
4984
19088
SH
SOLE
19088
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
27817
300566
SH
SOLE
276240
0
24326
INTERXION HOLDING N.V
SHS
N47279109
20615
245975
SH
SOLE
245975
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
48327
81751
SH
SOLE
76924
0
4827
L3HARRIS TECHNOLOGIES INC
COM
502431109
6607
33391
SH
SOLE
33391
0
0
LAM RESEARCH CORP
COM
512807108
8745
29909
SH
SOLE
29909
0
0
LIVANOVA PLC
SHS
G5509L101
3291
43627
SH
SOLE
43627
0
0
LOCKHEED MARTIN CORP
COM
539830109
64264
165043
SH
SOLE
154512
0
10531
LYFT INC
CL A COM
55087P104
1267
29451
SH
SOLE
29451
0
0
MAKEMYTRIP LIMITED MAURITIUS
SHS
V5633W109
1164
50847
SH
SOLE
50847
0
0
MARRIOTT INTL INC NEW
CL A
571903202
56632
373983
SH
SOLE
347857
0
26126
MARVELL TECHNOLOGY GROUP LTD
ORD
G5876H105
2842
107014
SH
SOLE
107014
0
0
MCDONALDS CORP
COM
580135101
49624
251123
SH
SOLE
236116
0
15007
MICROCHIP TECHNOLOGY INC
COM
595017104
7715
73674
SH
SOLE
73674
0
0
MICROSOFT CORP
COM
594918104
124779
791246
SH
SOLE
742554
0
48692
MSCI INC
COM
55354G100
2078
8048
SH
SOLE
8048
0
0
NIKE INC
CL B
654106103
43012
424561
SH
SOLE
389400
0
35161
NORWEGIAN CRUISE LINE HLDG L
SHS
G66721104
4181
71572
SH
SOLE
71572
0
0
NOVANTA INC
COM
67000B104
5105
57727
SH
SOLE
57727
0
0
NVIDIA CORP
COM
67066G104
68528
291236
SH
SOLE
272289
0
18947
NXP SEMICONDUCTORS N V
COM
N6596X109
14160
111269
SH
SOLE
111269
0
0
OLLIES BARGAIN OUTLT HLDGS I
COM
681116109
9534
145979
SH
SOLE
145979
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
7446
16990
SH
SOLE
16990
0
0
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
1691
49513
SH
SOLE
49513
0
0
PAYPAL HLDGS INC
COM
70450Y103
148637
1374107
SH
SOLE
676718
0
697389
PTC INC
COM
69370C100
4647
62052
SH
SOLE
62052
0
0
REALPAGE INC
COM
75606N109
5750
106980
SH
SOLE
106980
0
0
RYANAIR HLDGS PLC
SPONSORED ADS
783513203
2726
31119
SH
SOLE
31119
0
0
S&P GLOBAL INC
COM
78409V104
154910
567332
SH
SOLE
277572
0
289760
SALESFORCE COM INC
COM
79466L302
160592
987410
SH
SOLE
502332
0
485078
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
6311
26187
SH
SOLE
26187
0
0
SERVICEMASTER GLOBAL HLDGS I
COM
81761R109
4730
122349
SH
SOLE
122349
0
0
SERVICENOW INC
COM
81762P102
21857
77421
SH
SOLE
65659
0
11762
SHERWIN WILLIAMS CO
COM
824348106
81501
139666
SH
SOLE
130134
0
9532
SIGNATURE BK NEW YORK N Y
COM
82669G104
4879
35713
SH
SOLE
35713
0
0
SMITH A O CORP
COM
831865209
5306
111380
SH
SOLE
111380
0
0
SNAP INC
CL A
83304A106
22388
1370971
SH
SOLE
1370971
0
0
SQUARE INC
CL A
852234103
2940
46993
SH
SOLE
46993
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
2827
23091
SH
SOLE
23091
0
0
TE CONNECTIVITY LTD
REG SHS
H84989104
4894
51061
SH
SOLE
51061
0
0
TELEFLEX INC
COM
879369106
8980
23854
SH
SOLE
23854
0
0
TEXAS INSTRS INC
COM
882508104
97172
757444
SH
SOLE
297531
0
459913
TJX COS INC NEW
COM
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8230
134791
SH
SOLE
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0
0
TWILIO INC
CL A
90138F102
12640
128609
SH
SOLE
128609
0
0
UNDER ARMOUR INC
CL A
904311107
1332
61683
SH
SOLE
61683
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
45114
153461
SH
SOLE
141114
0
12347
VAIL RESORTS INC
COM
91879Q109
4231
17643
SH
SOLE
17643
0
0
VERISK ANALYTICS INC
COM
92345Y106
5777
38685
SH
SOLE
38685
0
0
VISA INC
COM CL A
92826C839
213458
1136017
SH
SOLE
652696
0
483321
VULCAN MATLS CO
COM
929160109
6576
45671
SH
SOLE
45671
0
0
WEX INC
COM
96208T104
6106
29151
SH
SOLE
29151
0
0
ZOETIS INC
CL A
98978V103
8679
65579
SH
SOLE
65579
0
0