Legal Name: MARSICO CAPITAL MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VISA INC COM CL A (92826C839)
|
1,252,900 |
$217,441k |
|
|
Amazon.com Inc (023135106)
|
107,591 |
$203,738k |
|
|
Facebook Inc (30303M102)
|
1,020,397 |
$196,937k |
|
|
PayPal Holdings Inc (70450Y103)
|
1,579,266 |
$180,763k |
|
|
salesforce.com Inc (79466L302)
|
1,067,914 |
$162,035k |
|
|
DISNEY WALT CO (254687106)
|
1,133,518 |
$158,284k |
|
|
DOLLAR TREE INC (256746108)
|
1,282,223 |
$137,698k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
715,966 |
$121,320k |
|
|
ALPHABET INC (02079K305)
|
106,091 |
$114,875k |
|
|
Boeing Co/The (097023105)
|
259,971 |
$94,632k |
|
|
NVIDIA Corp (67066G104)
|
568,176 |
$93,312k |
|
|
MICROSOFT CORP (594918104)
|
660,538 |
$88,486k |
|
|
Apple Inc (037833100)
|
359,570 |
$71,166k |
|
|
SHERWIN WILLIAMS CO (824348106)
|
153,099 |
$70,164k |
|
|
S&P GLOBAL INC (78409V104)
|
283,443 |
$64,565k |
|
|
Lockheed Martin Corp (539830109)
|
170,540 |
$61,998k |
|
|
MCDONALDS CORP (580135101)
|
266,932 |
$55,431k |
|
|
MARRIOTT INTL INC (571903202)
|
386,052 |
$54,159k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
216,780 |
$52,896k |
|
|
ADOBE INC (00724F101)
|
174,773 |
$51,497k |
|
|
Netflix Inc (64110L106)
|
128,490 |
$47,197k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
85,810 |
$45,012k |
|
|
DANAHER CORP (235851102)
|
280,433 |
$40,079k |
|
|
INTERXION HOLDING N.V (N47279109)
|
397,384 |
$30,237k |
|
|
Intercontinental Exchange Inc (45866F104)
|
312,242 |
$26,834k |
|
|
WORLDPAY INC (981558109)
|
164,119 |
$20,113k |
|
|
ATLASSIAN CORPORATION PLC COM USD0.1 CL A (G06242104)
|
117,212 |
$15,336k |
|
|
ASML Holdings NV - NY Reg Shs (N07059210)
|
71,770 |
$14,923k |
|
|
SNAP INC (83304A106)
|
854,352 |
$12,217k |
|
|
SERVICENOW INC (81762P102)
|
44,331 |
$12,172k |
|
|
ZOETIS INC (98978V103)
|
99,568 |
$11,300k |
|
|
GW PHARMACEUTICALS PLC ADS (36197T103)
|
60,990 |
$10,514k |
|
|
CROWN CASTLE INTL (22822V101)
|
72,680 |
$9,474k |
|
|
COSTAR GROUP INC (22160N109)
|
16,546 |
$9,167k |
|
|
BURLINGTON STORES (122017106)
|
48,903 |
$8,321k |
|
|
TELEFLEX INC (879369106)
|
23,854 |
$7,899k |
|
|
AMETEK INC (031100100)
|
86,491 |
$7,857k |
|
|
SERVICEMASTER GBL (81761R109)
|
149,178 |
$7,771k |
|
|
Guidewire Software Inc (40171V100)
|
70,678 |
$7,165k |
|
|
TJX COMPANIES INC (872540109)
|
134,791 |
$7,128k |
|
|
FLEETCOR TECHNOLOGIES INC (339041105)
|
24,639 |
$6,920k |
|
|
BROADRIDGE FINL SOLN (11133T103)
|
53,174 |
$6,789k |
|
|
GARTNER INC (366651107)
|
39,951 |
$6,430k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
16,990 |
$6,275k |
|
|
VULCAN MATERIALS CO (929160109)
|
45,671 |
$6,271k |
|
|
PTC INC (69370C100)
|
69,722 |
$6,258k |
|
|
COOPER COMPANIES INC (216648402)
|
18,355 |
$6,184k |
|
|
Ball Corp. (058498106)
|
84,843 |
$5,938k |
|
|
SBA COMMUNICATIONS CORP NEW (78410G104)
|
26,187 |
$5,888k |
|
|
HEICO Corp (422806109)
|
43,510 |
$5,822k |
|
|
Verisk Analytics Inc (92345Y106)
|
38,685 |
$5,666k |
|
|
LAM RESEARCH CORP (512807108)
|
29,909 |
$5,618k |
|
|
HARRIS CORP DEL (413875105)
|
28,974 |
$5,480k |
|
|
REALPAGE INC (75606N109)
|
90,910 |
$5,350k |
|
|
CONSTELLATION BRANDS (21036P108)
|
27,069 |
$5,331k |
|
|
IDEXX LABS INC (45168D104)
|
19,088 |
$5,255k |
|
|
MICROCHIP TECHNOLOGY (595017104)
|
58,764 |
$5,095k |
|
|
FIRST REPUBLIC BANK (33616C100)
|
51,040 |
$4,984k |
|
|
COGNEX CORP (192422103)
|
103,768 |
$4,979k |
|
|
Spotify Technology SA (L8681T102)
|
33,018 |
$4,828k |
|
|
Domino's Pizza Inc (25754A201)
|
17,343 |
$4,826k |
|
|
SMITH A O (831865209)
|
102,151 |
$4,817k |
|
|
NOVANTA INC (67000B104)
|
47,464 |
$4,476k |
|
|
MASTERCARD INC (57636Q104)
|
16,278 |
$4,306k |
|
|
ULTA BEAUTY INC (90384S303)
|
12,385 |
$4,296k |
|
|
RESMED INC (761152107)
|
34,911 |
$4,260k |
|
|
ELANCO ANIMAL HEALTH (28414H103)
|
122,242 |
$4,132k |
|
|
Vail Resorts Inc Com (91879q109)
|
17,643 |
$3,938k |
|
|
NORWEGIAN CRUISE LINE HLDG L (G66721104)
|
71,572 |
$3,838k |
|
|
GENESEE & WYO INC (371559105)
|
37,657 |
$3,766k |
|
|
LIVANOVA PLC (G5509L101)
|
51,466 |
$3,703k |
|
|
OLLIES BARGAIN OUT (681116109)
|
42,101 |
$3,667k |
|
|
ABIOMED INC (003654100)
|
13,935 |
$3,630k |
|
|
SIGNATURE BK NEW YORK N Y (82669G104)
|
28,010 |
$3,385k |
|
|
EXACT SCIENCES CORP (30063P105)
|
26,614 |
$3,142k |
|
|
UNDER ARMOUR INC COM STK USD0.000333 CLASS A (904311107)
|
123,367 |
$3,127k |
|
|
HEALTHCARE SVCS GRP INC (421906108)
|
91,887 |
$2,786k |
|
|
Square Inc (852234103)
|
35,070 |
$2,544k |
|
|
RYANAIR HOLDINGS PLC-SP ADR (783513203)
|
38,937 |
$2,497k |
|
|
FRONTDOOR INC (35905A109)
|
50,753 |
$2,210k |
|
|
HDFC Bank Ltd (40415F101)
|
16,711 |
$2,173k |
|
|
MSCI INC (55354G100)
|
8,048 |
$1,922k |
|
|
QIAGEN NV (N72482123)
|
41,763 |
$1,693k |
|
|
FLOOR &DECOR HLDGS INC CL A (339750101)
|
37,477 |
$1,570k |
|
|
PAGSEGURO DIGITAL LTD (G68707101)
|
33,966 |
$1,324k |
|
|
MAKEMYTRIP LTD USD0.0005 (V5633W109)
|
47,723 |
$1,184k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,779 |
$806k |
|
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