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Institutional Investment Manager
MARSICO CAPITAL MANAGEMENT LLC
MARSICO CAPITAL MANAGEMENT LLC (CIK: 0001055966) incorporated in Delaware, located at 1200 17th St, Denver, CO. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0001398344-14-004178) filed in 2014.08.14
#
Name
Shares
Value ($)
%
Options
Notes
1 GILEAD SCIENCES INC 10,549,133 874,629 6.34%
2 FACEBOOK INC 9,850,825 662,862 4.81%
3 SCHWAB CHARLES CORP 7,673,491 206,647 1.50%
4 STARWOOD HOTELS & RESORTS WORLDWIDE INC COM 6,041,360 488,262 3.54%
5 MONSANTO CO NEW 5,669,577 707,224 5.13%
6 DISNEY WALT CO 5,392,936 462,390 3.35%
7 SALESFORCE COM INC 5,087,586 295,487 2.14%
8 COMCAST CORP NEW 4,818,243 258,643 1.88%
9 TYCO INTL LTD. 4,501,128 205,251 1.49%
10 SCHLUMBERGER LTD 4,482,573 528,720 3.83%
11 CELGENE CORP 4,479,495 384,699 2.79%
12 CBS CORP NEW 4,173,654 259,351 1.88%
13 ASML HOLDING N V N Y REGISTRY SHS 4,145,158 386,619 2.80%
14 STARBUCKS CORP 3,497,290 270,621 1.96%
15 GENERAL DYNAMICS CORP 3,397,083 395,930 2.87%
16 NOVADAQ TECHNOLOGIES INC 3,331,730 54,907 0.40%
17 TEXAS INSTRS INC 3,109,165 148,587 1.08%
18 CANADIAN PAC RY LTD 3,006,512 544,600 3.95%
19 UNION PAC CORP 2,824,173 281,711 2.04%
20 HILTON WORLDWIDE 2,753,035 64,146 0.47%
21 KEURIG GREEN MTN INC 2,749,660 342,635 2.48%
22 HOME DEPOT INC 2,597,804 210,319 1.52%
23 LIBERTY GLOBAL PLC 2,541,177 107,517 0.78%
24 ANTERO RES CORP 2,520,378 165,413 1.20%
25 VISA INC 2,355,101 496,243 3.60%
26 SHERWIN WILLIAMS CO 2,341,917 484,566 3.51%
27 WYNN RESORTS LTD 2,168,823 450,161 3.26%
28 TWENTY FIRST CENTY FOX INC 2,065,741 72,611 0.53%
29 COGNIZANT TECHNOLOGY SOLUTIO 1,932,966 94,541 0.69%
30 BIOGEN INC 1,927,066 607,624 4.41%
31 DELTA AIRLINES INC DEL 1,517,829 58,770 0.43%
32 CONTINENTAL RESOURE 1,452,666 229,579 1.66%
33 TJX COS INC NEW 1,286,296 68,367 0.50%
34 DELPHI AUTOMOTIVE PLC 1,202,120 82,633 0.60%
35 CVS HEALTH CORP 1,181,003 89,012 0.65%
36 LKQ CORP 1,173,958 31,332 0.23%
37 PACIRA PHARMACEUTICALS INC 1,076,384 98,877 0.72%
38 CONSTELLATION BRANDS INC 1,026,934 90,503 0.66%
39 HALLIBURTON CO 1,013,948 72,001 0.52%
40 MORGAN STANLEY 957,377 30,952 0.22%
41 ClubCorp Hldgs Inc 954,100 17,689 0.13%
42 MASTERCARD INCORPORATED 920,161 67,604 0.49%
43 FIRST REP BK SAN FRANCISCO C 868,706 47,770 0.35%
44 CEMEX SAB DE CV 864,371 11,436 0.08%
45 LOWES COS INC 818,941 39,301 0.28%
46 AMERICAN EXPRESS CO 810,074 76,852 0.56%
47 ENVISION HEALTHCARE HLDGS INC 767,133 27,548 0.20%
48 ISHARES NASDAQ BIOTECHNOLOGY ETF 766,212 447,981 3.25%
49 STARWOOD PPTY TR INC COM 599,061 14,240 0.10%
50 PRICELINE GRP INC 586,035 705,000 5.11%
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