Marsico Capital Management

Latest statistics and disclosures from MARSICO CAPITAL MANAGEMENT's latest quarterly 13F-HR filing:

MARSICO CAPITAL MANAGEMENT portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
GOOG Google 5.76 -8.00% 716683 1114.51 588.26
GILD Gilead Sciences 5.69 -13.00% 11124123 70.86 92.48
BIIB Biogen Idec 5.48 2485659 305.87 339.21
MON Monsanto Company 4.79 -8.00% 5830037 113.77 114.56
Facebook Inc cl a 4.47 +23.00% 10277859 60.24 0.00
V Visa 4.38 +5.00% 2810089 215.86 214.76
PCLN priceline.com Incorporated 4.14 +31.00% 480918 1191.89 1246.46
SHW Sherwin-Williams Company 3.54 +15.00% 2492301 197.13 211.84
DIS Walt Disney Company 3.11 -3.00% 5379908 80.07 87.02
Canadian Pacific Railway 3.10 +13.00% 2855487 150.43 0.00
WYNN Wynn Resorts 3.07 -3.00% 1913785 222.15 216.96
HOT Starwood Hotels & Resorts Worldwide 2.98 +11.00% 5184090 79.60 79.68
Asml Holding N.v. 2.81 4168157 93.36 0.00
SLB Schlumberger 2.68 -40.00% 3811094 97.50 111.94
TJX TJX Companies 2.50 -9.00% 5707702 60.65 52.69
CRM salesforce 2.48 +122.00% 6026711 57.09 54.34
Keurig Green Mtn 2.21 NEW 2897187 105.59 0.00
CELG Celgene Corporation 2.12 -18.00% 2107545 139.60 88.20
GD General Dynamics Corporation 1.98 NEW 2521649 108.92 120.29
UNP Union Pacific Corporation 1.91 +66.00% 1413409 187.66 100.40
CMCSA Comcast Corporation 1.86 -4.00% 5153995 50.02 56.09
CBS CBS Corporation 1.57 -2.00% 3527620 61.80 57.70
Tyco International Ltd S hs 1.54 NEW 5033747 42.40 0.00
CLR Continental Resources 1.43 +9.00% 1591088 124.27 151.92
TXN Texas Instruments Incorporated 1.31 -17.00% 3860234 47.15 46.98
HD Home Depot 1.27 NEW 2227511 79.13 81.58
SCHW Charles Schwab Corporation 0.98 NEW 4952657 27.33 28.00
SBUX Starbucks Corporation 0.94 -4.00% 1766384 73.38 78.60
AMZN Amazon 0.88 +17.00% 362882 336.52 322.28
Linkedin 0.88 -9.00% 661406 184.94 0.00
UNH UnitedHealth 0.87 1462472 81.99 84.32
AXP American Express Company 0.85 1315666 90.03 92.09
CVS CVS Caremark Corporation 0.78 NEW 1439892 74.86 78.34
Liberty Global Inc C 0.75 +57.00% 2563940 40.71 0.00
Antero Res 0.74 1635933 62.60 0.00
STZ Constellation Brands 0.69 -3.00% 1127730 84.97 86.34
Hldgs 0.62 NEW 1936328 44.63 0.00
American Airls 0.60 NEW 2283689 36.60 0.00
MA MasterCard Incorporated 0.54 +838.00% 996150 74.70 76.27
GPS Gap 0.52 -39.00% 1787600 40.06 40.52
Twenty-first Century Fox 0.52 NEW 2240382 31.97 0.00
ECL Ecolab 0.48 +210.00% 620577 107.99 110.75
Pacira Pharmaceuticals 0.48 +278.00% 942126 69.99 0.00
Citi 0.48 -85.00% 1387512 47.60 0.00
Hilton Worlwide Hldgs 0.46 +384.00% 2889167 22.24 0.00
GWW W.W. Grainger 0.45 NEW 244603 252.66 239.73
FLT FleetCor Technologies 0.41 -2.00% 497938 115.10 136.40
Novadaq Technologies 0.39 NEW 2406806 22.28 0.00
AZO AutoZone 0.37 94822 537.10 512.05
PNRA Panera Bread Company 0.33 -27.00% 263133 176.47 144.56
LOW Lowe's Companies 0.32 +6.00% 896909 48.90 48.01
CTSH Cognizant Technology Solutions 0.30 NEW 809624 50.61 51.23
GWR Genesee & Wyoming 0.30 -16.00% 434336 97.32 100.58
First Republic Bank/san F 0.28 +887.00% 720201 53.99 0.00
IHS IHS 0.24 -31.00% 275781 121.50 133.34
SBAC SBA Communications Corporation 0.23 NEW 342959 90.96 106.82
BIDU Baidu 0.23 NEW 208069 152.38 223.88
BEAV BE Aerospace 0.22 -66.00% 345649 86.79 86.66
MS Morgan Stanley 0.22 +23.00% 991127 31.17 32.89
TDG TransDigm Group Incorporated 0.22 +62.00% 166335 185.20 170.19
Tripadvisor 0.21 NEW 325697 90.59 0.00
LKQX LKQ Corporation 0.20 -27.00% 1061658 26.35 0.00
DPZ Domino's Pizza 0.19 +87.00% 348319 76.97 74.46
DAL Delta Air Lines 0.18 NEW 711633 34.65 38.38
TTM Tata Motors 0.18 +30.00% 722985 35.41 40.34
Envision Healthcare Hlds 0.18 +20.00% 754617 33.83 0.00
PNK Pinnacle Entertainment 0.17 970373 23.70 22.01
Sensata Technologies Hldg Bv 0.17 +6.00% 537775 42.64 0.00
YHOO Yahoo! 0.16 NEW 635922 35.90 35.79
FAST Fastenal Company 0.15 NEW 415017 49.32 45.06
DG Dollar General 0.15 NEW 367181 55.48 55.94
BMRN BioMarin Pharmaceutical 0.13 +6.00% 266171 68.21 61.00
CYN City National Corporation 0.13 -16.00% 228216 78.72 76.90
ALXN Alexion Pharmaceuticals 0.13 -12.00% 119967 152.13 163.47
TSCO Tractor Supply Company 0.12 NEW 239815 70.63 63.61
CPRT Copart 0.12 NEW 471424 36.39 34.75
Dunkin' Brands 0.12 -32.00% 332690 50.18 0.00
Delphi Automotive Plc shs 0.12 NEW 238839 67.86 0.00
STWD Starwood Property Trust 0.11 619817 23.59 23.81
Realogy Hldgs 0.11 NEW 355653 43.45 0.00
ULTA Ulta Salon, Cosmetics & Fragrance 0.10 -25.00% 138534 97.48 92.27
DGI DigitalGlobe 0.10 +137.00% 455578 29.01 27.24
Yandex Nv-a 0.10 -51.00% 439901 30.19 0.00
LL Lumber Liquidators Holdings 0.09 NEW 127368 93.80 55.53
RHI Robert Half International 0.09 NEW 300384 41.95 50.24
DECK Deckers Outdoor Corporation 0.08 NEW 147341 79.73 90.52
Imax Corp Cad 0.08 -47.00% 397367 27.33 0.00
Sirius Xm Holdings 0.08 NEW 3256027 3.20 0.00
Covidien 0.07 NEW 136651 73.66 0.00
Workday Inc cl a 0.07 +114.00% 111727 91.43 0.00
Clubcorp Hldgs 0.07 500000 18.90 0.00
ISIS ISIS Pharmaceuticals 0.06 NEW 176633 43.21 31.50
PSMT PriceSmart 0.06 +45.00% 81660 100.93 81.83
Zillow 0.06 -41.00% 88213 88.09 0.00
stock 0.06 NEW 112892 71.49 0.00
LUX Luxottica Group S.p.A. 0.05 124242 57.66 57.17
*qunar Cayman Is Ltd spns adr cl b 0.03 -86.00% 117277 30.59 0.00
LVS Las Vegas Sands 0.01 -63.00% 18818 80.77 75.42
ARMH ARM Holdings 0.01 NEW 16546 50.95 43.20