0001398344-23-002784.txt : 20230213 0001398344-23-002784.hdr.sgml : 20230213 20230213090025 ACCESSION NUMBER: 0001398344-23-002784 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23615008 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 X0202 13F-HR LIVE false false false 0001055966 XXXXXXXX 12-31-2022 12-31-2022 false MARSICO CAPITAL MANAGEMENT LLC

1200 17TH ST STE 1700 DENVER CO 80202

13F HOLDINGS REPORT 028-06748 000109250 801-54914 N Neil L. Gloude 303-454-5600 /s/ Neil L. Gloude Denver CO 02-13-2023 0 64 1933456997 INFORMATION TABLE 2 fp0081825-1_13fhr-table.xml ACTIVISION BLIZZARD INC COM 00507V109 584153 7631 SH SOLE 7631 0 0 ACUSHNET HLDGS CORP COM 005098108 7520430 177118 SH SOLE 177118 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3207709 36414 SH SOLE 36414 0 0 ALPHABET INC CAP STK CL A 02079K305 12073746 136844 SH SOLE 136844 0 0 AMAZON COM INC COM 023135106 89744760 1068390 SH SOLE 949594 0 118796 AMETEK INC COM 031100100 6795282 48635 SH SOLE 48635 0 0 AMPHENOL CORP NEW CL A 032095101 15757097 206949 SH SOLE 206949 0 0 APPLE INC COM 037833100 82723053 636674 SH SOLE 559708 0 76966 ASML HOLDING N V N Y REGISTRY SHS N07059210 79704461 145872 SH SOLE 129443 0 16429 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 789548 2556 SH SOLE 2556 0 0 CANADIAN PAC RY LTD COM 13645T100 9131382 122421 SH SOLE 122421 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 75619592 54501 SH SOLE 49195 0 5306 CINTAS CORP COM 172908105 14674489 32493 SH SOLE 32493 0 0 COCA-COLA EUROPACIFIC PARTNE SHS G25839104 6329714 114420 SH SOLE 114420 0 0 COSTAR GROUP INC COM 22160N109 56142684 726484 SH SOLE 644850 0 81634 COSTCO WHSL CORP NEW COM 22160K105 63059997 138138 SH SOLE 124181 0 13957 DANAHER CORPORATION COM 235851102 48868334 184117 SH SOLE 160453 0 23664 DEVON ENERGY CORP NEW COM 25179M103 45468007 739197 SH SOLE 630953 0 108244 DOMINOS PIZZA INC COM 25754A201 3600482 10394 SH SOLE 10394 0 0 ENDAVA PLC ADS 29260V105 705636 9224 SH SOLE 9224 0 0 ENPHASE ENERGY INC COM 29355A107 7305477 27572 SH SOLE 27572 0 0 ETSY INC COM 29786A106 6972993 58215 SH SOLE 58215 0 0 FERRARI N V COM N3167Y103 1923481 8979 SH SOLE 8979 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 6221266 51040 SH SOLE 51040 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 4568494 65611 SH SOLE 65611 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 3804349 55611 SH SOLE 55611 0 0 HEICO CORP NEW COM 422806109 11111859 72324 SH SOLE 72324 0 0 HOME DEPOT INC COM 437076102 72920387 230863 SH SOLE 204626 0 26237 IDEXX LABS INC COM 45168D104 12571695 30816 SH SOLE 30816 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 5366173 20223 SH SOLE 20223 0 0 JPMORGAN CHASE & CO COM 46625H100 62087361 462993 SH SOLE 399008 0 63985 KLA CORP COM NEW 482480100 8084654 21443 SH SOLE 21443 0 0 LAS VEGAS SANDS CORP COM 517834107 4906745 102075 SH SOLE 102075 0 0 LAUDER ESTEE COS INC CL A 518439104 4073966 16420 SH SOLE 16420 0 0 LILLY ELI & CO COM 532457108 79938235 218506 SH SOLE 194362 0 24144 LULULEMON ATHLETICA INC COM 550021109 63467919 198102 SH SOLE 177653 0 20449 MASTERCARD INCORPORATED CL A 57636Q104 15336632 44105 SH SOLE 44105 0 0 MERCADOLIBRE INC COM 58733R102 1422529 1681 SH SOLE 1681 0 0 META PLATFORMS INC CL A 30303M102 69225104 575246 SH SOLE 512671 0 62575 METTLER TOLEDO INTERNATIONAL COM 592688105 13066868 9040 SH SOLE 9040 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 7690127 109468 SH SOLE 109468 0 0 MICROSOFT CORP COM 594918104 144531360 602666 SH SOLE 533989 0 68677 MONSTER BEVERAGE CORP NEW COM 61174X109 5847620 57595 SH SOLE 57595 0 0 MSCI INC COM 55354G100 11220831 24122 SH SOLE 24122 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 18147594 151939 SH SOLE 151939 0 0 NOVANTA INC COM 67000B104 5770399 42470 SH SOLE 42470 0 0 NVIDIA CORPORATION COM 67066G104 58547630 400627 SH SOLE 350695 0 49932 NVR INC COM 62944T105 7979763 1730 SH SOLE 1730 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 18226828 21595 SH SOLE 21595 0 0 PALO ALTO NETWORKS INC COM 697435105 5576577 39964 SH SOLE 39964 0 0 PIONEER NAT RES CO COM 723787107 60582275 265258 SH SOLE 240356 0 24902 REPLIGEN CORP COM 759916109 5049501 29824 SH SOLE 29824 0 0 S&P GLOBAL INC COM 78409V104 48729081 145486 SH SOLE 123199 0 22287 SEA LTD SPONSORD ADS 81141R100 1230405 23648 SH SOLE 23648 0 0 SERVICENOW INC COM 81762P102 35621831 91745 SH SOLE 80251 0 11494 SHERWIN WILLIAMS CO COM 824348106 72111534 303845 SH SOLE 270311 0 33534 SPOTIFY TECHNOLOGY S A SHS L8681T102 1373098 17392 SH SOLE 17392 0 0 SYNOPSYS INC COM 871607107 69658222 218166 SH SOLE 194898 0 23268 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12068944 162021 SH SOLE 162021 0 0 T-MOBILE US INC COM 872590104 58362780 416877 SH SOLE 354481 0 62396 TOAST INC CL A 888787108 3417244 189531 SH SOLE 189531 0 0 UNITED RENTALS INC COM 911363109 74464044 209510 SH SOLE 188365 0 21145 UNITEDHEALTH GROUP INC COM 91324P102 79335075 149638 SH SOLE 133304 0 16334 VISA INC COM CL A 92826C839 51037491 245656 SH SOLE 205854 0 39802