0001398344-14-001044.txt : 20140214
0001398344-14-001044.hdr.sgml : 20140214
20140214114817
ACCESSION NUMBER: 0001398344-14-001044
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20131231
FILED AS OF DATE: 20140214
DATE AS OF CHANGE: 20140214
EFFECTIVENESS DATE: 20140214
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: 14612915
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
12-31-2013
12-31-2013
false
MARSICO CAPITAL MANAGEMENT LLC
1200 17th St
Ste 1600
Denver
CO
80202
13F HOLDINGS REPORT
028-06748
N
Neil L. Gloude
Executive Vice President
303-454-5600
/s/ Neil L. Gloude
Denver
CO
02-14-2014
0
101
14120705
INFORMATION TABLE
2
fp0009598_13fhr-table.xml
13F INFORMATION TABLE
ALEXION PHARMACEUTICALS INC
COM
015351109
18166
136521
SH
SOLE
32820
0
103701
AMAZON.COM INC
COM
023135106
123413
309467
SH
SOLE
165851
0
143616
AMERICAN EXPRESS CO
COM
025816109
120972
1333322
SH
SOLE
762789
0
570533
AMERICAN INTERNATIONAL GROUP INC
COM NEW
026874784
212796
4168389
SH
SOLE
2431686
0
1736703
ANTERO RESOURCES CORP
COM
03674X106
102059
1608754
SH
SOLE
773297
0
835457
ASML HOLDING NV
NY REG SHS
N07059210
383306
4090785
SH
SOLE
2300428
0
1790357
AUTOZONE INC
COM
053332102
46219
96705
SH
SOLE
70772
0
25933
B/E AEROSPACE INC
COM
073302101
88669
1018825
SH
SOLE
468580
0
550245
BERKSHIRE HATHAWAY INC
CL B NEW
084670702
6687
56403
SH
SOLE
0
0
56403
BIOGEN IDEC INC
COM
09062X103
705314
2521231
SH
SOLE
1282821
0
1238410
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
17541
249621
SH
SOLE
59772
0
189849
CANADIAN PACIFIC RAILWAY LTD
COM
13645T100
381570
2521610
SH
SOLE
1150459
0
1371151
CATAMARAN CORP
COM
148887102
20469
431105
SH
SOLE
276102
0
155003
CBS CORP
CL B
124857202
231444
3631064
SH
SOLE
2096735
0
1534329
CELGENE CORP
COM
151020104
434788
2573318
SH
SOLE
1534941
0
1038377
CELLDEX THERAPEUTICS INC
COM
15117B103
2550
105344
SH
SOLE
78652
0
26692
CHIPOTLE MEXICAN GRILL
COM
169656105
66912
125591
SH
SOLE
83868
0
41723
CITIGROUP INC
COM NEW
172967424
515897
9900146
SH
SOLE
5434536
0
4465610
CITY NATIONAL CORP
COM
178566105
21655
273350
SH
SOLE
66327
0
207023
CLUBCORP HOLDINGS INC
COM
18948M108
8870
500000
SH
SOLE
406209
0
93791
COACH INC
COM
189754104
21569
384276
SH
SOLE
311397
0
72879
COMCAST CORP
CL A
20030N101
279762
5383668
SH
SOLE
3079073
0
2304595
CONSTELLATION BRANDS
CL A
21036P108
82034
1165587
SH
SOLE
597733
0
567854
CONTINENTAL RESOURCES INC
COM
212015101
163345
1451698
SH
SOLE
846856
0
604842
COPA HOLDINGS SA
CL A
P31076105
14678
91676
SH
SOLE
58686
0
32990
CRITEO SA
SPONS ADS
226718104
4675
136694
SH
SOLE
84974
0
51720
CUMMINS INC
COM
231021106
296700
2104701
SH
SOLE
1132095
0
972606
DIGITALGLOBE INC
COM NEW
25389M877
7902
192015
SH
SOLE
46294
0
145721
DOMINO'S PIZZA INC
COM
25754A201
12973
186264
SH
SOLE
44631
0
141633
DUNKIN BRANDS GROUP INC
COM
265504100
23817
494124
SH
SOLE
119147
0
374977
ECOLAB INC
COM
278865100
20841
199873
SH
SOLE
48190
0
151683
ENVISION HEALTHCARE HOLDINGS, INC
COM
29413U103
22237
626037
SH
SOLE
150820
0
475217
FACEBOOK INC
CL A
30303M102
456349
8348855
SH
SOLE
4127367
0
4221488
FIREEYE INC
COM
31816Q101
1744
40000
SH
SOLE
30231
0
9769
FIRST REP BK SAN FRANCISCO
COM
33616C100
3817
72910
SH
SOLE
52998
0
19912
FLEETCOR TECHNOLOGIES INC
COM
339041105
60058
512567
SH
SOLE
220388
0
292179
GAP INC
COM
364760108
115883
2965296
SH
SOLE
1675533
0
1289763
GENESEE & WYOMING INC
CL A
371559105
49803
518511
SH
SOLE
124925
0
393586
GILEAD SCIENCES INC
COM
375558103
971259
12924272
SH
SOLE
6606655
0
6317617
GOOGLE INC
CL A
38259P508
882325
787291
SH
SOLE
396309
0
390982
GREEN MOUNTAIN COFFEE ROASTERS
COM
393122106
136845
1810600
SH
SOLE
1016789
0
793811
HILTON WORLDWIDE HOLDINGS INC
COM
43300A104
13255
595745
SH
SOLE
276437
0
319308
IHS INC
CL A
451734107
48377
404150
SH
SOLE
150088
0
254062
IMAX CORPORATION
COM
45245E109
22505
763408
SH
SOLE
633201
0
130207
INCYTE CORP
COM
45337C102
18193
359328
SH
SOLE
86789
0
272539
INTERCONTINENTALEXCHANGE GROUP
COM
45866F104
156045
693779
SH
SOLE
393954
0
299825
LAS VEGAS SANDS CORP
COM
517834107
4048
51329
SH
SOLE
37077
0
14252
LIBERTY GLOBAL PLC
SHS CL A
G5480U104
141889
1594444
SH
SOLE
908317
0
686127
LIBERTY GLOBAL PLC
SHS CL C
G5480U120
137261
1627852
SH
SOLE
1073427
0
554425
LIBERTY MEDIA CORP
CL A
531229102
101005
689691
SH
SOLE
390209
0
299482
LINKEDIN CORP
COM CL A
53578A108
158995
733269
SH
SOLE
394075
0
339194
LKQ CORP
COM
501889208
48071
1461111
SH
SOLE
619141
0
841970
LOCKHEED MARTIN CORP
COM
539830109
7689
51722
SH
SOLE
39905
0
11817
LOWE'S COS INC
COM
548661107
41568
838920
SH
SOLE
678781
0
160139
LULULEMON ATHLETICA INC
COM
550021109
216678
3670642
SH
SOLE
2182715
0
1487927
LUXOTTICA GROUP SPA
SPONS ADR
55068R202
6694
124145
SH
SOLE
90095
0
34050
MASTERCARD INC
CL A
57636Q104
88705
106175
SH
SOLE
38992
0
67183
MERCADOLIBRE INC
COM
58733R102
9055
84003
SH
SOLE
53774
0
30229
MICHAEL KORS HOLDINGS LTD
SHS
G60754101
33556
413308
SH
SOLE
99641
0
313667
MONDELEZ INTERNATIONAL INC
CL A
609207105
86467
2449509
SH
SOLE
1292826
0
1156683
MONRO MUFFLER BRAKE INC
COM
610236101
18287
324463
SH
SOLE
77919
0
246544
MONSANTO CO
COM
61166W101
745414
6395660
SH
SOLE
3254091
0
3141569
MORGAN STANLEY
COM NEW
617446448
25104
800510
SH
SOLE
193002
0
607508
PACIRA PHARMACEUTICALS INC
COM
695127100
14294
248640
SH
SOLE
199595
0
49045
PANERA BREAD COMPANY
CL A
69840W108
63845
361337
SH
SOLE
189205
0
172132
PENTAIR LTD
SHS
H6169Q108
10044
129317
SH
SOLE
51142
0
78175
PINNACLE ENTERTAINMENT INC
COM
723456109
25220
970373
SH
SOLE
783697
0
186676
PRECISION CASTPARTS CORP
COM
740189105
5362
19911
SH
SOLE
14642
0
5269
PRICELINE.COM INC
COM NEW
741503403
425578
366120
SH
SOLE
173463
0
192657
PRICESMART INC
COM
741511109
6481
56097
SH
SOLE
41317
0
14780
QIWI PLC
SPONS ADR REP B
74735M108
26503
473260
SH
SOLE
369735
0
103525
QUNAR CAYMAN ISLANDS LTD
SPONS ADR CL B
74906P104
23689
892930
SH
SOLE
732411
0
160519
ROSS STORES INC
COM
778296103
25557
341076
SH
SOLE
82257
0
258819
SALESFORCE.COM INC
COM
79466L302
149682
2712122
SH
SOLE
1309661
0
1402461
SCHLUMBERGER LIMITED
COM
806857108
573484
6364265
SH
SOLE
3173206
0
3191059
SENSATA TECHNOLOGIES HOLDING BV
SHS
N7902X106
19637
506492
SH
SOLE
323821
0
182671
SFX ENTERTAINMENT INC
COM
784178303
19166
1597202
SH
SOLE
861044
0
736158
SHERWIN-WILLIAMS CO
COM
824348106
395205
2153706
SH
SOLE
1186938
0
966768
STARBUCKS CORPORATION
COM
855244109
144566
1844183
SH
SOLE
1125274
0
718909
STARWOOD HOTELS & RESORTS
COM
85590A401
370964
4669158
SH
SOLE
2713873
0
1955285
STARWOOD PROPERTY TRUST INC
COM
85571B105
17169
619817
SH
SOLE
503619
0
116198
TAIWAN SEMICONDUCTOR MFG LTD
SPONS ADR
874039100
28633
1641811
SH
SOLE
1052819
0
588992
TATA MOTORS LTD
SPONS ADR
876568502
17128
556090
SH
SOLE
377234
0
178856
TESLA MOTORS INC
COM
88160R101
4369
29054
SH
SOLE
6992
0
22062
TEXAS INSTRUMENTS INC
COM
882508104
205260
4674566
SH
SOLE
2816144
0
1858422
TJX COMPANIES INC
COM
872540109
401081
6293428
SH
SOLE
2956435
0
3336993
TRANSDIGM GROUP INC
COM
893641100
16508
102517
SH
SOLE
24786
0
77731
TWITTER INC
COM
90184L102
38055
597866
SH
SOLE
338715
0
259151
ULTA SALON COSMETICS & FRAGRANCE
COM
90384S303
18019
186685
SH
SOLE
45000
0
141685
UNION PACIFIC CORP
COM
907818108
142335
847231
SH
SOLE
477772
0
369459
UNITEDHEALTH GROUP INC
COM
91324P102
110142
1462707
SH
SOLE
830339
0
632368
VEEVA SYSTEMS INC
CL A COM
922475108
8149
253880
SH
SOLE
58614
0
195266
VERISIGN INC
COM
92343E102
26293
439825
SH
SOLE
106017
0
333808
VERISK ANALYTICS INC
CL A
92345Y106
36465
554859
SH
SOLE
152811
0
402048
VISA INC
COM CL A
92826C839
590562
2652065
SH
SOLE
1315107
0
1336958
WALT DISNEY CO
COM
254687106
425249
5566093
SH
SOLE
3011194
0
2554899
WORKDAY INC
CL A
98138H101
4341
52199
SH
SOLE
12585
0
39614
WYNN RESORTS LTD
COM
983134107
384914
1981949
SH
SOLE
1070189
0
911760
YANDEX NV
SHS CL A
N97284108
39380
912638
SH
SOLE
689597
0
223041
YOUKU TUDOU INC
SPONS ADR
98742U100
28348
935558
SH
SOLE
554461
0
381097
ZILLOW INC
CL A
98954A107
12256
149956
SH
SOLE
121523
0
28433