0001398344-15-000947.txt : 20150213
0001398344-15-000947.hdr.sgml : 20150213
20150213113537
ACCESSION NUMBER: 0001398344-15-000947
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150213
DATE AS OF CHANGE: 20150213
EFFECTIVENESS DATE: 20150213
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: 15611215
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
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0001055966
XXXXXXXX
12-31-2014
12-31-2014
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
02-13-2015
0
85
12455949
INFORMATION TABLE
2
fp0013168_13fhr-table.xml
13F INFORMATION TABLE
ACTAVIS PLC
SHS
G0083B108
326332
1267752
SH
SOLE
744102
0
523650
ALEXION PHARMACEUTICALS INC
COM
015351109
25768
139264
SH
SOLE
34621
0
104643
ALIBABA GROUP HOLDING LTD
SPONS ADS
01609W102
425459
4093312
SH
SOLE
2194297
0
1899015
ALKERMES PLC
SHS
G01767105
34469
588621
SH
SOLE
221428
0
367193
AMERICAN EXPRESS CO
COM
025816109
216536
2327342
SH
SOLE
1417272
0
910070
ANTERO RESOURCES CORP
COM
03674X106
107771
2655779
SH
SOLE
1507783
0
1147996
APPLE INC
COM
037833100
628473
5693722
SH
SOLE
3000223
0
2693499
ARM HOLDINGS PLC
SPONS ADR
042068106
10689
230879
SH
SOLE
230091
0
788
ASML HOLDING NV
NY REG SHS
N07059210
363367
3369814
SH
SOLE
1988655
0
1381159
B/E AEROSPACE INC
COM
073302101
22775
392537
SH
SOLE
98056
0
294481
BAIDU INC
SPON ADR REP A
056752108
21772
95504
SH
SOLE
59107
0
36397
BIOGEN IDEC INC
COM
09062X103
545549
1607156
SH
SOLE
825826
0
781330
BURLINGTON STORES INC
COM
122017106
7347
155464
SH
SOLE
38772
0
116692
CANADIAN PACIFIC RAILWAY LTD
COM
13645T100
531340
2757488
SH
SOLE
1416728
0
1340760
CBS CORP
CL B
124857202
132468
2393700
SH
SOLE
1666716
0
726984
CELGENE CORP
COM
151020104
235567
2105910
SH
SOLE
1276643
0
829267
CHARLES SCHWAB CORPORATION
COM
808513105
252611
8367364
SH
SOLE
4766772
0
3600592
CHIPOTLE MEXICAN GRILL INC
COM
169656105
8020
11715
SH
SOLE
2909
0
8806
CITIGROUP INC
COM
172967424
30274
559494
SH
SOLE
442158
0
117336
CITY NATIONAL CORP
COM
178566105
17412
215467
SH
SOLE
52938
0
162529
CLUBCORP HOLDINGS INC
COM
18948M108
24870
1387087
SH
SOLE
1096638
0
290449
CME GROUP INC
COM
12572Q105
21895
246978
SH
SOLE
193648
0
53330
COMCAST CORP
CL A
20030N101
396886
6841687
SH
SOLE
3978919
0
2862768
CONSTELLATION BRANDS
CL A
21036P108
95893
976808
SH
SOLE
461191
0
515617
COSTAR GROUP INC
COM
22160N109
16914
92114
SH
SOLE
22912
0
69202
CVS HEALTH CORPORATION
COM
126650100
120648
1252705
SH
SOLE
808388
0
444317
DELTA AIR LINES INC
COM
247361702
214701
4364723
SH
SOLE
1772591
0
2592132
DEXCOM INC
COM
252131107
9440
171477
SH
SOLE
42679
0
128798
DOMINO'S PIZZA INC
COM
25754A201
22810
242214
SH
SOLE
60223
0
181991
ELECTRONIC ARTS INC
COM
285512109
28504
606281
SH
SOLE
171829
0
434452
ENVISION HEALTHCARE HOLDINGS, INC
COM
29413U103
47889
1380487
SH
SOLE
580937
0
799550
FACEBOOK INC
CL A
30303M102
730978
9369104
SH
SOLE
4790751
0
4578353
FASTENAL CO
COM
311900104
24267
510233
SH
SOLE
125291
0
384942
FIRST REP BK SAN FRANCISCO
COM
33616C100
17367
333211
SH
SOLE
81507
0
251704
FLEETCOR TECHNOLOGIES INC
COM
339041105
111374
748932
SH
SOLE
375366
0
373566
GENERAL DYNAMICS CORP
COM
369550108
292673
2126677
SH
SOLE
988967
0
1137710
GENESEE & WYOMING INC
CL A
371559105
21687
241176
SH
SOLE
61100
0
180076
GENUINE PARTS CO
COM
372460105
24100
226143
SH
SOLE
178587
0
47556
GILEAD SCIENCES INC
COM
375558103
575278
6103103
SH
SOLE
3436229
0
2666874
HCA HOLDINGS INC
COM
40412C101
360829
4916602
SH
SOLE
2962078
0
1954524
IHS INC
CL A
451734107
11306
99278
SH
SOLE
24664
0
74614
JPMORGAN CHASE & CO
COM
46625H100
131414
2099935
SH
SOLE
1260282
0
839653
JUNO THERAPEUTICS INC
COM
48205A109
9142
175067
SH
SOLE
76805
0
98262
LIBERTY GLOBAL PLC
SHS CL C
G5480U120
86784
1796404
SH
SOLE
1277385
0
519019
LINKEDIN CORP
COM CL A
53578A108
123470
537505
SH
SOLE
265024
0
272481
LKQ CORP
COM
501889208
24425
868599
SH
SOLE
240714
0
627885
LOCKHEED MARTIN CORP
COM
539830109
26339
136772
SH
SOLE
34122
0
102650
LOWE'S COS INC
COM
548661107
41089
597230
SH
SOLE
469218
0
128012
LUMBER LIQUIDATORS HOLDINGS INC
COM
55003T107
11589
174768
SH
SOLE
43529
0
131239
MACY'S INC
COM
55616P104
17749
269953
SH
SOLE
212066
0
57887
MASTERCARD INC
CL A
57636Q104
65863
764429
SH
SOLE
285442
0
478987
MEDTRONIC INC
COM
585055106
24715
342311
SH
SOLE
270524
0
71787
MERCK & CO INC
COM
58933Y105
24540
432120
SH
SOLE
340304
0
91816
MICRON TECHNOLOGY INC
COM
595112103
5502
157150
SH
SOLE
97361
0
59789
MONSANTO CO
COM
61166W101
471977
3950596
SH
SOLE
2042215
0
1908381
MORGAN STANLEY
COM
617446448
39821
1026314
SH
SOLE
252922
0
773392
NIELSEN NV
COM
N63218106
21041
470405
SH
SOLE
368903
0
101502
NIKE INC
CL B
654106103
366928
3816206
SH
SOLE
2376481
0
1439725
NOVADAQ TECHNOLOGIES INC
COM
66987G102
8334
501424
SH
SOLE
310326
0
191098
NOVARTIS AG
SPONS ADR
66987V109
7616
82198
SH
SOLE
82198
0
0
PACIRA PHARMACEUTICALS INC
COM
695127100
148566
1675686
SH
SOLE
1030936
0
644750
PALO ALTO NETWORKS INC
COM
697435105
7647
62389
SH
SOLE
15570
0
46819
QUNAR CAYMAN ISLANDS LTD
SPONS ADR
74906P104
6082
213945
SH
SOLE
132318
0
81627
RECEPTOS INC
COM
756207106
3951
32256
SH
SOLE
8092
0
24164
RYANAIR HOLDINGS PLC
SPONS ADR
783513104
11422
160267
SH
SOLE
99143
0
61124
SALESFORCE.COM INC
COM
79466L302
34870
587915
SH
SOLE
145889
0
442026
SBA COMMUNICATIONS CORP
COM
78388J106
30498
275354
SH
SOLE
68044
0
207310
SHERWIN-WILLIAMS CO
COM
824348106
412329
1567552
SH
SOLE
907654
0
659898
SIGNET JEWELERS LTD
SHS
G81276100
26858
204136
SH
SOLE
50862
0
153274
STARBUCKS CORPORATION
COM
855244109
259577
3163654
SH
SOLE
1990893
0
1172761
STARWOOD HOTELS & RESORTS
COM
85590A401
461838
5696779
SH
SOLE
3022649
0
2674130
STARWOOD PROPERTY TRUST INC
COM
85571B105
22118
951719
SH
SOLE
753619
0
198100
TATA MOTORS LTD
SPONS ADR
876568502
18753
443532
SH
SOLE
291082
0
152450
TESLA MOTORS INC
COM
88160R101
230388
1035870
SH
SOLE
623881
0
411989
THE PRICELINE GROUP INC
COM
741503403
130580
114523
SH
SOLE
79217
0
35306
TIME WARNER INC
COM
887317303
40884
478617
SH
SOLE
119016
0
359601
TRIPADVISOR INC
COM
896945201
16629
222719
SH
SOLE
54997
0
167722
UNDER ARMOUR INC
CL A
904311107
10230
150662
SH
SOLE
37196
0
113466
UNION PACIFIC CORP
COM
907818108
327189
2746486
SH
SOLE
1756425
0
990061
UNITEDHEALTH GROUP INC
COM
91324P102
256450
2536839
SH
SOLE
1526751
0
1010088
VF CORP
COM
918204108
3103
41424
SH
SOLE
41424
0
0
VIPSHOP HOLDINGS LTD
SPONS ADR
92763W103
8442
432015
SH
SOLE
267598
0
164417
VISA INC
COM CL A
92826C839
586023
2235020
SH
SOLE
1227804
0
1007216
WALT DISNEY CO
COM
254687106
461787
4902709
SH
SOLE
2834925
0
2067784
WYNN RESORTS LTD
COM
983134107
317090
2131553
SH
SOLE
1249168
0
882385