0001398344-22-002955.txt : 20220214 0001398344-22-002955.hdr.sgml : 20220214 20220214092714 ACCESSION NUMBER: 0001398344-22-002955 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22626181 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 LIVE false false false 0001055966 XXXXXXXX 12-31-2021 12-31-2021 false MARSICO CAPITAL MANAGEMENT LLC

1200 17TH ST STE 1700 DENVER CO 80202

13F HOLDINGS REPORT 028-06748 N Neil L. Gloude 303-454-5600 /s/ Neil L. Gloude Denver CO 02-14-2022 0 84 3428018 INFORMATION TABLE 2 fp0072249_13fhr-table.xml 13F INFORMATION TABLE ADOBE SYSTEMS INCORPORATED COM 00724F101 76402 134733 SH SOLE 120389 0 14344 AIRBNB INC COM CL A 009066101 83440 501170 SH SOLE 452767 0 48403 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3023 25452 SH SOLE 25452 0 0 ALPHABET INC CAP STK CL A 02079K305 209873 72444 SH SOLE 64770 0 7674 AMAZON COM INC COM 023135106 220763 66209 SH SOLE 59764 0 6445 AMERICAN EXPRESS CO COM 025816109 24633 150567 SH SOLE 115698 0 34869 AMETEK INC COM 031100100 7151 48635 SH SOLE 48635 0 0 AMPHENOL CORP NEW CL A 032095101 9865 112790 SH SOLE 112790 0 0 APPLE INC COM 037833100 176468 993793 SH SOLE 912754 0 81039 ASML HOLDING N V N Y REGISTRY SHS N07059210 78082 98076 SH SOLE 98076 0 0 ATLASSIAN CORP PLC CL A G06242104 11915 31250 SH SOLE 31250 0 0 AVANTOR INC COM 05352A100 9394 222919 SH SOLE 222919 0 0 AXON ENTERPRISE INC COM 05464C101 7146 45519 SH SOLE 45519 0 0 BLACKSTONE INC COM 09260D107 103417 799264 SH SOLE 708733 0 90531 BRIGHT HORIZONS FAM SOL IN D COM 109194100 5582 44346 SH SOLE 44346 0 0 BURLINGTON STORES INC COM 122017106 6172 21173 SH SOLE 21173 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 81461 46596 SH SOLE 42718 0 3878 CINTAS CORP COM 172908105 9831 22184 SH SOLE 22184 0 0 COCA-COLA EUROPACIFIC PARTNE SHS G25839104 4431 79218 SH SOLE 79218 0 0 COGNEX CORP COM 192422103 7434 95603 SH SOLE 95603 0 0 COOPER COS INC COM NEW 216648402 7709 18402 SH SOLE 18402 0 0 COSTAR GROUP INC COM 22160N109 16414 207694 SH SOLE 207694 0 0 DANAHER CORPORATION COM 235851102 80587 244939 SH SOLE 222088 0 22851 DATADOG INC CL A COM 23804L103 6807 38217 SH SOLE 38217 0 0 DEXCOM INC COM 252131107 20237 37688 SH SOLE 37688 0 0 DOMINOS PIZZA INC COM 25754A201 8346 14789 SH SOLE 14789 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 9946 76772 SH SOLE 76772 0 0 EXACT SCIENCES CORP COM 30063P105 5874 75476 SH SOLE 75476 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 10540 51040 SH SOLE 51040 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 7500 57687 SH SOLE 57687 0 0 GLOBAL PMTS INC COM 37940X102 3938 29135 SH SOLE 29135 0 0 GLOBANT S A COM L44385109 27398 87229 SH SOLE 87229 0 0 GOODRX HLDGS INC COM CL A 38246G108 5687 174027 SH SOLE 174027 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 5888 51859 SH SOLE 51859 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 4187 64346 SH SOLE 64346 0 0 HEICO CORP NEW COM 422806109 6996 48506 SH SOLE 48506 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 18191 116617 SH SOLE 116617 0 0 HORIZON THERAPEUTICS PUB L SHS G46188101 6220 57724 SH SOLE 57724 0 0 HUBSPOT INC COM 443573100 3908 5929 SH SOLE 5929 0 0 IDEXX LABS INC COM 45168D104 9771 14839 SH SOLE 14839 0 0 INSULET CORP COM 45784P101 17365 65265 SH SOLE 65265 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 52238 145387 SH SOLE 131155 0 14232 LAM RESEARCH CORP COM 512807108 79432 110453 SH SOLE 96804 0 13649 LAUDER ESTEE COS INC CL A 518439104 30598 82652 SH SOLE 59260 0 23392 LULULEMON ATHLETICA INC COM 550021109 62217 158939 SH SOLE 150094 0 8845 MARVELL TECHNOLOGY INC COM 573874104 9799 112007 SH SOLE 112007 0 0 MASTERCARD INCORPORATED CL A 57636Q104 28251 78624 SH SOLE 78624 0 0 MERCADOLIBRE INC COM 58733R102 4361 3234 SH SOLE 3234 0 0 META PLATFORMS INC CL A 30303M102 166612 495353 SH SOLE 444780 0 50573 METTLER TOLEDO INTERNATIONAL COM 592688105 5698 3357 SH SOLE 3357 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 8199 94174 SH SOLE 94174 0 0 MICROSOFT CORP COM 594918104 251086 746569 SH SOLE 670766 0 75803 MSCI INC COM 55354G100 9122 14888 SH SOLE 14888 0 0 NATERA INC COM 632307104 5411 57935 SH SOLE 57935 0 0 NIKE INC CL B 654106103 69537 417211 SH SOLE 365610 0 51601 NOVANTA INC COM 67000B104 7489 42470 SH SOLE 42470 0 0 NVIDIA CORPORATION COM 67066G104 143637 488380 SH SOLE 437992 0 50388 ON HLDG AG NAMEN AKT A H5919C104 30690 811703 SH SOLE 761954 0 49749 ON SEMICONDUCTOR CORP COM 682189105 1823 26839 SH SOLE 26839 0 0 PAYPAL HLDGS INC COM 70450Y103 82821 439181 SH SOLE 398666 0 40515 PLANET FITNESS INC CL A 72703H101 6365 70270 SH SOLE 70270 0 0 PTC INC COM 69370C100 1950 16098 SH SOLE 16098 0 0 REPLIGEN CORP COM 759916109 6063 22893 SH SOLE 22893 0 0 S&P GLOBAL INC COM 78409V104 82387 174574 SH SOLE 157844 0 16730 SBA COMMUNICATIONS CORP NEW CL A 78410G104 9209 23673 SH SOLE 23673 0 0 SEA LTD SPONSORD ADS 81141R100 28792 128703 SH SOLE 128703 0 0 SERVICENOW INC COM 81762P102 90516 139447 SH SOLE 125375 0 14072 SHERWIN WILLIAMS CO COM 824348106 115996 329384 SH SOLE 295850 0 33534 SHOPIFY INC CL A 82509L107 48636 35310 SH SOLE 35310 0 0 SNAP INC CL A 83304A106 6355 135135 SH SOLE 135135 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 10425 44544 SH SOLE 44544 0 0 STARBUCKS CORP COM 855244109 76392 653089 SH SOLE 568121 0 84968 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 101765 845853 SH SOLE 768094 0 77759 TESLA INC COM 88160R101 119630 113202 SH SOLE 101504 0 11698 THERMO FISHER SCIENTIFIC INC COM 883556102 9822 14720 SH SOLE 401 0 14319 TWILIO INC CL A 90138F102 21556 81857 SH SOLE 81857 0 0 UBER TECHNOLOGIES INC COM 90353T100 2758 65776 SH SOLE 65776 0 0 UIPATH INC CL A 90364P105 2807 65076 SH SOLE 65076 0 0 UNITED PARCEL SERVICE INC CL B 911312106 77379 361012 SH SOLE 310655 0 50357 UNITY SOFTWARE INC COM 91332U101 5697 39842 SH SOLE 39842 0 0 VISA INC COM CL A 92826C839 53507 246908 SH SOLE 207106 0 39802 DISNEY WALT CO COM 254687106 74429 480525 SH SOLE 420723 0 59802 WEX INC COM 96208T104 5700 40603 SH SOLE 40603 0 0 ZOETIS INC CL A 98978V103 869 3562 SH SOLE 3562 0 0