0001398344-22-009438.txt : 20220513 0001398344-22-009438.hdr.sgml : 20220513 20220513091234 ACCESSION NUMBER: 0001398344-22-009438 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 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: 22920506 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 03-31-2022 03-31-2022 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 05-13-2022 0 91 2868811 INFORMATION TABLE 2 fp0075046_13fhr-table.xml 13F INFORMATION TABLE ADOBE SYSTEMS INCORPORATED COM 00724F101 56444 123883 SH SOLE 109539 0 14344 ADVANCED MICRO DEVICES INC COM 007903107 6176 56482 SH SOLE 56482 0 0 AIRBNB INC COM CL A 009066101 65368 380575 SH SOLE 341583 0 38992 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2914 26783 SH SOLE 26783 0 0 ALPHABET INC CAP STK CL A 02079K305 186348 66999 SH SOLE 60183 0 6816 AMAZON COM INC COM 023135106 200422 61480 SH SOLE 55746 0 5734 AMERICAN EXPRESS CO COM 025816109 37157 198698 SH SOLE 163829 0 34869 AMETEK INC COM 031100100 6477 48635 SH SOLE 48635 0 0 AMPHENOL CORP NEW CL A 032095101 8499 112790 SH SOLE 112790 0 0 APPLE INC COM 037833100 232727 1332839 SH SOLE 1194103 0 138736 ASML HOLDING N V N Y REGISTRY SHS N07059210 54353 81375 SH SOLE 81375 0 0 ATLASSIAN CORP PLC CL A G06242104 22923 78013 SH SOLE 78013 0 0 AVANTOR INC COM 05352A100 7539 222919 SH SOLE 222919 0 0 AXON ENTERPRISE INC COM 05464C101 6269 45519 SH SOLE 45519 0 0 BLACKSTONE INC COM 09260D107 86398 680623 SH SOLE 599960 0 80663 BLOCK INC CL A 852234103 3946 29099 SH SOLE 29099 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 5884 44346 SH SOLE 44346 0 0 BURLINGTON STORES INC COM 122017106 3857 21173 SH SOLE 21173 0 0 CANADIAN PAC RY LTD COM 13645T100 14917 180727 SH SOLE 180727 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 73704 46588 SH SOLE 42710 0 3878 CINTAS CORP COM 172908105 9437 22184 SH SOLE 22184 0 0 COCA-COLA EUROPACIFIC PARTNE SHS G25839104 13398 275619 SH SOLE 275619 0 0 COGNEX CORP COM 192422103 7376 95603 SH SOLE 95603 0 0 COOPER COS INC COM NEW 216648402 7684 18402 SH SOLE 18402 0 0 COSTAR GROUP INC COM 22160N109 8483 127355 SH SOLE 127355 0 0 DANAHER CORPORATION COM 235851102 15070 51376 SH SOLE 51376 0 0 DATADOG INC CL A COM 23804L103 5789 38217 SH SOLE 38217 0 0 DEXCOM INC COM 252131107 14527 28395 SH SOLE 28395 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 9038 76772 SH SOLE 76772 0 0 LAUDER ESTEE COS INC CL A 518439104 17511 64302 SH SOLE 40910 0 23392 EXACT SCIENCES CORP COM 30063P105 5277 75476 SH SOLE 75476 0 0 FERRARI N V COM N3167Y103 1154 5293 SH SOLE 5293 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 8274 51040 SH SOLE 51040 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 4673 57687 SH SOLE 57687 0 0 GLOBAL PMTS INC COM 37940X102 3987 29135 SH SOLE 29135 0 0 GLOBANT S A COM L44385109 18817 71801 SH SOLE 71801 0 0 GOODRX HLDGS INC COM CL A 38246G108 1769 91519 SH SOLE 91519 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 4907 51859 SH SOLE 51859 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 3946 64346 SH SOLE 64346 0 0 HEICO CORP NEW COM 422806109 7448 48506 SH SOLE 48506 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 14278 94098 SH SOLE 94098 0 0 HORIZON THERAPEUTICS PUB L SHS G46188101 6073 57724 SH SOLE 57724 0 0 HUBSPOT INC COM 443573100 5151 10845 SH SOLE 10845 0 0 IDEXX LABS INC COM 45168D104 8118 14839 SH SOLE 14839 0 0 INSULET CORP COM 45784P101 9874 37066 SH SOLE 37066 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 43860 145387 SH SOLE 131155 0 14232 LAM RESEARCH CORP COM 512807108 74833 139195 SH SOLE 121495 0 17700 LINDE PLC SHS G5494J103 10225 32010 SH SOLE 32010 0 0 MARVELL TECHNOLOGY INC COM 573874104 8032 112007 SH SOLE 112007 0 0 MASTERCARD INCORPORATED CL A 57636Q104 27494 76932 SH SOLE 76932 0 0 MERCADOLIBRE INC COM 58733R102 2537 2133 SH SOLE 2133 0 0 META PLATFORMS INC CL A 30303M102 130225 585651 SH SOLE 523882 0 61769 METTLER TOLEDO INTERNATIONAL COM 592688105 4610 3357 SH SOLE 3357 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 5542 73755 SH SOLE 73755 0 0 MICROSOFT CORP COM 594918104 217918 706813 SH SOLE 637447 0 69366 MSCI INC COM 55354G100 7487 14888 SH SOLE 14888 0 0 NATERA INC COM 632307104 2701 66404 SH SOLE 66404 0 0 NETFLIX INC COM 64110L106 5375 14350 SH SOLE 14350 0 0 NIKE INC CL B 654106103 50787 377431 SH SOLE 325830 0 51601 NOVANTA INC COM 67000B104 6043 42470 SH SOLE 42470 0 0 NVIDIA CORPORATION COM 67066G104 103501 379320 SH SOLE 342870 0 36450 ON HLDG AG NAMEN AKT A H5919C104 26377 1045047 SH SOLE 905626 0 139421 ON SEMICONDUCTOR CORP COM 682189105 2622 41875 SH SOLE 41875 0 0 PAYPAL HLDGS INC COM 70450Y103 103366 893780 SH SOLE 795585 0 98195 PLANET FITNESS INC CL A 72703H101 5936 70270 SH SOLE 70270 0 0 PTC INC COM 69370C100 1734 16098 SH SOLE 16098 0 0 REPLIGEN CORP COM 759916109 4306 22893 SH SOLE 22893 0 0 S&P GLOBAL INC COM 78409V104 83786 204266 SH SOLE 190450 0 13816 SAP SE SPON ADR 803054204 11683 105292 SH SOLE 105292 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 8146 23673 SH SOLE 23673 0 0 SEA LTD SPONSORD ADS 81141R100 3091 25803 SH SOLE 25803 0 0 SERVICENOW INC COM 81762P102 84303 151382 SH SOLE 136342 0 15040 SHERWIN WILLIAMS CO COM 824348106 82131 329024 SH SOLE 295490 0 33534 SHOPIFY INC CL A 82509L107 795 1176 SH SOLE 1176 0 0 SNAP INC CL A 83304A106 4914 136530 SH SOLE 136530 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 3951 26165 SH SOLE 26165 0 0 STARBUCKS CORP COM 855244109 3914 43026 SH SOLE 43026 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6963 66786 SH SOLE 66786 0 0 TESLA INC COM 88160R101 110689 102718 SH SOLE 94141 0 8577 T-MOBILE US INC COM 872590104 48108 374820 SH SOLE 319736 0 55084 THE TRADE DESK INC COM CL A 88339J105 2342 33820 SH SOLE 33820 0 0 TWILIO INC CL A 90138F102 5770 35007 SH SOLE 35007 0 0 UBER TECHNOLOGIES INC COM 90353T100 14282 400277 SH SOLE 400277 0 0 UIPATH INC CL A 90364P105 1993 92319 SH SOLE 92319 0 0 UNITED PARCEL SERVICE INC CL B 911312106 65314 304553 SH SOLE 260433 0 44120 UNITEDHEALTH GROUP INC COM 91324P102 54293 106464 SH SOLE 95217 0 11247 UNITY SOFTWARE INC COM 91332U101 3953 39842 SH SOLE 39842 0 0 VISA INC COM CL A 92826C839 54685 246585 SH SOLE 206783 0 39802 DISNEY WALT CO COM 254687106 65895 480421 SH SOLE 420619 0 59802 WEX INC COM 96208T104 7246 40603 SH SOLE 40603 0 0 ZOETIS INC CL A 98978V103 672 3562 SH SOLE 3562 0 0