Mar Vista Investment Partners LLC Top Holdings and 13F Report (2025)

About Mar Vista Investment Partners LLC

Investment Activity

Mar Vista Investment Partners LLC has $1.46 billion in total holdings as of December 31, 2024.
Mar Vista Investment Partners LLC owns shares of 56 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 6.46% of the portfolio was purchased this quarter.
About 12.35% of the portfolio was sold this quarter.
This quarter, Mar Vista Investment Partners LLC has purchased 59 new stocks and bought additional shares in 27 stocks.
Mar Vista Investment Partners LLC sold shares of 19 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple: $92,258,484
Microsoft: $92,063,187
Amazon.com: $77,044,064
TransDigm Group: $74,793,598
Salesforce: $64,351,504

Largest New Holdings this Quarter

SARTORIUS AG-UNSP ADR: $14,336 Holding

Largest Purchases this Quarter

Meta Platforms: 27,837 shares (about $16.30M)
Intuit: 18,567 shares (about $11.67M)
Equifax: 43,321 shares (about $11.04M)
AMETEK: 54,373 shares (about $9.80M)
Broadcom: 40,140 shares (about $9.31M)

Largest Sales this Quarter

American Tower: 163,933 shares (about $30.07M)
Microsoft: 18,227 shares (about $7.68M)
Apple: 29,228 shares (about $7.32M)
Roper Technologies: 11,469 shares (about $5.96M)
LINDE PLC: 9,637 shares (about $4.03M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$92,258,484	$7,319,276 ▼	-7.4%	368,415	6.3%	Computer and Technology
MSFT Microsoft	$92,063,187	$7,682,681 ▼	-7.7%	218,418	6.3%	Computer and Technology
AMZN Amazon.com	$77,044,064	$4,010,449 ▼	-4.9%	351,174	5.3%	Retail/Wholesale
TDG TransDigm Group	$74,793,598	$2,974,306 ▼	-3.8%	59,019	5.1%	Aerospace
CRM Salesforce	$64,351,504	$3,641,857 ▼	-5.4%	192,479	4.4%	Computer and Technology
V Visa	$62,222,587	$1,346,014 ▼	-2.1%	196,882	4.3%	Business Services
AVGO Broadcom	$60,975,079	$9,306,058 ▲	18.0%	263,005	4.2%	Computer and Technology
META Meta Platforms	$58,241,851	$16,298,842 ▲	38.9%	99,472	4.0%	Computer and Technology
ORCL Oracle	$53,323,467	$1,843,538 ▼	-3.3%	319,992	3.7%	Computer and Technology
LINDE PLC	$52,990,225	$4,034,723 ▼	-7.1%	126,568	3.6%	COMMON STOCKS
GOOG Alphabet	$52,245,119	$2,227,005 ▲	4.5%	274,339	3.6%	Computer and Technology
SAP SAP	$50,967,686	$2,970,524 ▼	-5.5%	207,009	3.5%	Computer and Technology
MCO Moody's	$49,900,299	$486,624 ▲	1.0%	105,415	3.4%	Finance
INTU Intuit	$49,470,492	$11,669,360 ▲	30.9%	78,712	3.4%	Computer and Technology
MTD Mettler-Toledo International	$42,874,076	$648,550 ▲	1.5%	35,037	2.9%	Medical
BRK.B Berkshire Hathaway	$41,156,464	$2,818,042 ▼	-6.4%	90,797	2.8%	Finance
APH Amphenol	$40,311,766	$7,441,498 ▲	22.6%	580,443	2.8%	Computer and Technology
ADBE Adobe	$39,459,124	$2,159,366 ▲	5.8%	88,736	2.7%	Computer and Technology
EFX Equifax	$39,222,689	$11,040,357 ▲	39.2%	153,905	2.7%	Business Services
ADI Analog Devices	$39,058,221	$2,944,908 ▲	8.2%	183,838	2.7%	Computer and Technology
AME AMETEK	$34,957,281	$9,801,277 ▲	39.0%	193,927	2.4%	Computer and Technology
DHR Danaher	$33,358,665	$1,035,500 ▼	-3.0%	145,322	2.3%	Medical
JNJ Johnson & Johnson	$32,110,702	$1,670,795 ▼	-4.9%	222,035	2.2%	Medical
UL Unilever	$31,824,236	$7,549,435 ▲	31.1%	561,274	2.2%	Consumer Staples
HEI HEICO	$31,565,453	$2,605,630 ▼	-7.6%	132,773	2.2%	Aerospace
SYK Stryker	$29,464,332	$4,016,358 ▲	15.8%	81,834	2.0%	Medical
ROP Roper Technologies	$27,085,225	$5,962,160 ▼	-18.0%	52,102	1.9%	Computer and Technology
AMT American Tower	$25,954,716	$30,066,952 ▼	-53.7%	141,512	1.8%	Finance
VERALTO CORP	$25,323,475	$2,330,634 ▲	10.1%	248,635	1.7%	COMMON STOCKS
PEP PepsiCo	$22,508,986	$775,050 ▼	-3.3%	148,027	1.5%	Consumer Staples
BN Brookfield	$7,096,224	$2,910,187 ▲	69.5%	123,520	0.5%	Finance
CP Canadian Pacific Kansas City	$5,384,256	$291,579 ▲	5.7%	74,399	0.4%	Transportation
NSRGY Nestlé	$4,510,984	$196,162 ▼	-4.2%	55,214	0.3%	Consumer Staples
SAFRY Safran	$4,033,709	$215,657 ▲	5.6%	74,013	0.3%	Aerospace
CLPBY Coloplast A/S	$3,756,963	$203,679 ▲	5.7%	345,945	0.3%	Medical
ADDYY adidas	$3,555,562	$89,014 ▲	2.6%	29,199	0.2%	Consumer Discretionary
ASML ASML	$2,678,754	$2,653,803 ▲	10,636.1%	3,865	0.2%	Computer and Technology
PERNOD RICARD SA - SPON ADR	$1,568,834	$1,181,054 ▼	-42.9%	69,788	0.1%	COMMON STOCKS
GOOGL Alphabet	$231,703	$6,625 ▼	-2.8%	1,224	0.0%	Computer and Technology
EXPGY Experian	$49,567	$9,443 ▲	23.5%	1,160	0.0%	Business Services
NVZMY Novozymes A/S	$48,172	$6,502 ▲	15.6%	852	0.0%	Basic Materials
NKE NIKE	$43,813		0.0%	579	0.0%	Consumer Discretionary
CNSWF Constellation Software	$40,287		0.0%	13	0.0%	Computer and Technology
ACN Accenture	$31,661		0.0%	90	0.0%	Computer and Technology
AIQUY L'Air Liquide	$30,573	$2,903 ▲	10.5%	948	0.0%	Basic Materials
NVS Novartis	$29,193		0.0%	300	0.0%	Medical
FANUY Fanuc	$29,170	$1,630 ▲	5.9%	2,237	0.0%	Industrial Products
CLLNY Cellnex Telecom	$23,058		0.0%	1,479	0.0%	Real Estate
IFNNY Infineon Technologies	$21,307	$1,913 ▲	9.9%	657	0.0%	Computer and Technology
DASTY Dassault Systèmes	$18,976	$1,722 ▲	10.0%	551	0.0%	Computer and Technology
SUVPF Sartorius Aktiengesellschaft	$16,927		0.0%	77	0.0%	Medical
SARTORIUS AG-UNSP ADR	$14,336	$14,336 ▲	New Holding	320	0.0%	COMMON STOCKS
NSRGF Nestlé	$9,155		0.0%	113	0.0%	Consumer Defensive
BAM Brookfield Asset Management	$4,877	$434 ▲	9.8%	90	0.0%	Finance
PDRDF Pernod Ricard	$4,451		0.0%	41	0.0%	Consumer Defensive
TOPICUS.COM INC-SUB VOTING	$3,405		0.0%	40	0.0%	COMMON STOCKS
DIS Walt Disney	$0	$39,546,595 ▼	-100.0%	0	0.0%	Consumer Discretionary
GXO GXO Logistics	$0	$33,875,128 ▼	-100.0%	0	0.0%	Transportation
MCHP Microchip Technology	$0	$24,756,057 ▼	-100.0%	0	0.0%	Computer and Technology
EDNMY Edenred	$0	$16,236 ▼	-100.0%	0	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Mar Vista Investment Partners LLC Top Holdings and 13F Report (2025)

About Mar Vista Investment Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Mar Vista Investment Partners LLC Top Holdings and 13F Report (2025)

About Mar Vista Investment Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMar Vista Investment Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

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