0001398344-22-021754.txt : 20221110 0001398344-22-021754.hdr.sgml : 20221110 20221110090023 ACCESSION NUMBER: 0001398344-22-021754 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 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: 221375208 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 09-30-2022 09-30-2022 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 11-10-2022 0 70 1859129 INFORMATION TABLE 2 fp0080265-1_13fhr-table.xml 13F INFORMATION TABLE ACUSHNET HLDGS CORP COM 005098108 6289 144616 SH SOLE 144616 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 28383 103137 SH SOLE 88793 0 14344 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8842 110543 SH SOLE 110543 0 0 ALPHABET INC CAP STK CL A 02079K305 99717 1042523 SH SOLE 914923 0 127600 AMAZON COM INC COM 023135106 190339 1684419 SH SOLE 1490925 0 193494 AMETEK INC COM 031100100 5516 48635 SH SOLE 48635 0 0 AMPHENOL CORP NEW CL A 032095101 13857 206949 SH SOLE 206949 0 0 APPLE INC COM 037833100 137143 992355 SH SOLE 882473 0 109882 ASML HOLDING N V N Y REGISTRY SHS N07059210 23551 56701 SH SOLE 56701 0 0 ATLASSIAN CORP PLC CL A G06242104 5679 26967 SH SOLE 26967 0 0 BLACKSTONE INC COM 09260D107 23156 276660 SH SOLE 235739 0 40921 CANADIAN NATL RY CO COM 136375102 3018 27950 SH SOLE 27950 0 0 CANADIAN PAC RY LTD COM 13645T100 10658 159740 SH SOLE 159740 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 86697 57692 SH SOLE 52386 0 5306 CINTAS CORP COM 172908105 8612 22184 SH SOLE 22184 0 0 COCA-COLA EUROPACIFIC PARTNE SHS G25839104 5155 120954 SH SOLE 120954 0 0 COSTAR GROUP INC COM 22160N109 14428 207152 SH SOLE 207152 0 0 COSTCO WHSL CORP NEW COM 22160K105 65932 139607 SH SOLE 125650 0 13957 CROWN CASTLE INC COM 22822V101 799 5527 SH SOLE 5527 0 0 DANAHER CORPORATION COM 235851102 48072 186116 SH SOLE 162452 0 23664 DEVON ENERGY CORP NEW COM 25179M103 25834 429634 SH SOLE 374764 0 54870 DISNEY WALT CO COM 254687106 2754 29199 SH SOLE 29199 0 0 DOMINOS PIZZA INC COM 25754A201 3224 10394 SH SOLE 10394 0 0 ENPHASE ENERGY INC COM 29355A107 5279 19026 SH SOLE 19026 0 0 ETSY INC COM 29786A106 3334 33294 SH SOLE 33294 0 0 FERRARI N V COM N3167Y103 1565 8462 SH SOLE 8462 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 6663 51040 SH SOLE 51040 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 3249 55611 SH SOLE 55611 0 0 HEICO CORP NEW COM 422806109 8208 57011 SH SOLE 57011 0 0 HOME DEPOT INC COM 437076102 51408 186300 SH SOLE 160063 0 26237 IDEXX LABS INC COM 45168D104 10279 31551 SH SOLE 31551 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 5391 28762 SH SOLE 28762 0 0 KLA CORP COM NEW 482480100 6476 21400 SH SOLE 21400 0 0 LAUDER ESTEE COS INC CL A 518439104 9259 42887 SH SOLE 19495 0 23392 LILLY ELI & CO COM 532457108 66966 207100 SH SOLE 182956 0 24144 LINDE PLC SHS G5494J103 6186 22945 SH SOLE 22945 0 0 LULULEMON ATHLETICA INC COM 550021109 14572 52125 SH SOLE 52125 0 0 MASTERCARD INCORPORATED CL A 57636Q104 12697 44653 SH SOLE 44653 0 0 MERCADOLIBRE INC COM 58733R102 1391 1681 SH SOLE 1681 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 10062 9281 SH SOLE 9281 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 6681 109468 SH SOLE 109468 0 0 MICROSOFT CORP COM 594918104 175549 753752 SH SOLE 670367 0 83385 MONSTER BEVERAGE CORP NEW COM 61174X109 5381 61882 SH SOLE 61882 0 0 MSCI INC COM 55354G100 10174 24122 SH SOLE 24122 0 0 NETFLIX INC COM 64110L106 3305 14036 SH SOLE 14036 0 0 NIKE INC CL B 654106103 417 5012 SH SOLE 5012 0 0 NOVANTA INC COM 67000B104 4912 42470 SH SOLE 42470 0 0 NVIDIA CORPORATION COM 67066G104 48113 396351 SH SOLE 346419 0 49932 NVR INC COM 62944T105 4765 1195 SH SOLE 1195 0 0 ON HLDG AG NAMEN AKT A H5919C104 10910 679765 SH SOLE 529746 0 150019 ON SEMICONDUCTOR CORP COM 682189105 36687 588591 SH SOLE 524251 0 64340 OREILLY AUTOMOTIVE INC COM 67103H107 10965 15590 SH SOLE 15590 0 0 PAYPAL HLDGS INC COM 70450Y103 51919 603214 SH SOLE 532351 0 70863 PIONEER NAT RES CO COM 723787107 18963 87576 SH SOLE 87576 0 0 REPLIGEN CORP COM 759916109 5580 29824 SH SOLE 29824 0 0 S&P GLOBAL INC COM 78409V104 2933 9605 SH SOLE 9605 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 3617 12707 SH SOLE 12707 0 0 SEA LTD SPONSORD ADS 81141R100 1145 20435 SH SOLE 20435 0 0 SERVICENOW INC COM 81762P102 39557 104756 SH SOLE 92446 0 12310 SHERWIN WILLIAMS CO COM 824348106 64889 316919 SH SOLE 283385 0 33534 SNOWFLAKE INC CL A 833445109 4817 28343 SH SOLE 28343 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 5138 59541 SH SOLE 59541 0 0 SYNOPSYS INC COM 871607107 8340 27300 SH SOLE 27300 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3166 46174 SH SOLE 46174 0 0 TESLA INC COM 88160R101 83933 316428 SH SOLE 282612 0 33816 T-MOBILE US INC COM 872590104 77489 577544 SH SOLE 491518 0 86026 TOAST INC CL A 888787108 3169 189531 SH SOLE 189531 0 0 UBER TECHNOLOGIES INC COM 90353T100 12754 481275 SH SOLE 481275 0 0 UNITEDHEALTH GROUP INC COM 91324P102 69221 137060 SH SOLE 120726 0 16334 VISA INC COM CL A 92826C839 44000 247677 SH SOLE 207875 0 39802