Mar Vista Investment Partners LLC Top Holdings and 13F Report (2024)

About Mar Vista Investment Partners LLC

Investment Activity

Mar Vista Investment Partners LLC has $1.57 billion in total holdings as of September 30, 2024.
Mar Vista Investment Partners LLC owns shares of 59 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 5.28% of the portfolio was purchased this quarter.
About 39.73% of the portfolio was sold this quarter.
This quarter, Mar Vista Investment Partners LLC has purchased 61 new stocks and bought additional shares in 8 stocks.
Mar Vista Investment Partners LLC sold shares of 37 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Microsoft: $101,828,344
Apple: $92,650,819
TransDigm Group: $87,577,260
American Tower: $71,034,289
Amazon.com: $68,840,364

Largest Purchases this Quarter

Broadcom: 191,654 shares (about $33.06M)
Unilever: 264,047 shares (about $17.15M)
AMETEK: 92,279 shares (about $15.85M)
Stryker: 43,535 shares (about $15.73M)
PepsiCo: 3,478 shares (about $591.43K)

Largest Sales this Quarter

NIKE: 543,563 shares (about $48.05M)
Oracle: 253,592 shares (about $43.21M)
SAP: 164,019 shares (about $37.58M)
Microsoft: 77,092 shares (about $33.17M)
Amphenol: 500,566 shares (about $32.62M)

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
MSFT Microsoft	$101,828,344	$33,172,688 ▼	-24.6%	236,645	6.5%	Computer and Technology
AAPL Apple	$92,650,819	$31,332,908 ▼	-25.3%	397,643	5.9%	Computer and Technology
TDG TransDigm Group	$87,577,260	$28,549,736 ▼	-24.6%	61,366	5.6%	Aerospace
AMT American Tower	$71,034,289	$23,277,628 ▼	-24.7%	305,445	4.5%	Finance
AMZN Amazon.com	$68,840,364	$23,466,400 ▼	-25.4%	369,454	4.4%	Retail/Wholesale
LINDE PLC	$64,950,716	$9,393,665 ▼	-12.6%	136,205	4.1%	COMMON STOCKS
ORCL Oracle	$56,411,772	$43,212,077 ▼	-43.4%	331,055	3.6%	Computer and Technology
CRM Salesforce	$55,664,950	$19,239,897 ▼	-25.7%	203,372	3.5%	Computer and Technology
V Visa	$55,303,718	$15,604,237 ▼	-22.0%	201,141	3.5%	Business Services
MTD Mettler-Toledo International	$51,750,148	$19,326,634 ▼	-27.2%	34,507	3.3%	Computer and Technology
SAP SAP	$50,189,853	$37,576,753 ▼	-42.8%	219,074	3.2%	Computer and Technology
MCO Moody's	$49,541,026	$14,410,451 ▼	-22.5%	104,387	3.2%	Finance
BRK.B Berkshire Hathaway	$44,651,664	$15,800,266 ▼	-26.1%	97,014	2.8%	Finance
GOOG Alphabet	$43,911,618	$14,687,307 ▼	-25.1%	262,645	2.8%	Computer and Technology
ADBE Adobe	$43,431,386	$14,454,346 ▼	-25.0%	83,880	2.8%	Computer and Technology
DHR Danaher	$41,656,571	$18,114,115 ▼	-30.3%	149,833	2.7%	Multi-Sector Conglomerates
META Meta Platforms	$41,006,739	$15,240,070 ▼	-27.1%	71,635	2.6%	Computer and Technology
DIS Walt Disney	$39,546,595	$14,440,235 ▼	-26.7%	411,130	2.5%	Consumer Discretionary
ADI Analog Devices	$39,123,606	$10,092,494 ▼	-20.5%	169,977	2.5%	Computer and Technology
AVGO Broadcom	$38,444,213	$33,060,315 ▲	614.1%	222,865	2.5%	Computer and Technology
JNJ Johnson & Johnson	$37,855,271	$17,751,404 ▼	-31.9%	233,588	2.4%	Medical
HEI HEICO	$37,583,305	$14,464,028 ▼	-27.8%	143,733	2.4%	Aerospace
INTU Intuit	$37,350,045	$12,003,309 ▼	-24.3%	60,145	2.4%	Computer and Technology
ROP Roper Technologies	$35,373,447	$12,475,941 ▼	-26.1%	63,571	2.3%	Computer and Technology
GXO GXO Logistics	$33,875,128	$16,203,559 ▼	-32.4%	650,569	2.2%	Transportation
EFX Equifax	$32,496,214	$11,202,531 ▼	-25.6%	110,584	2.1%	Business Services
APH Amphenol	$30,839,837	$32,616,881 ▼	-51.4%	473,294	2.0%	Computer and Technology
UL Unilever	$27,811,130	$17,152,493 ▲	160.9%	428,127	1.8%	Consumer Staples
PEP PepsiCo	$26,038,736	$591,434 ▲	2.3%	153,124	1.7%	Consumer Staples
SYK Stryker	$25,533,496	$15,727,454 ▲	160.4%	70,679	1.6%	Medical
VERALTO CORP	$25,252,619	$148,215 ▼	-0.6%	225,752	1.6%	COMMON STOCKS
MCHP Microchip Technology	$24,756,057	$14,388,851 ▼	-36.8%	308,333	1.6%	Computer and Technology
AME AMETEK	$23,962,817	$15,845,227 ▲	195.2%	139,554	1.5%	Computer and Technology
CP Canadian Pacific Kansas City	$6,019,450	$105,727 ▼	-1.7%	70,370	0.4%	Transportation
NSRGY Nestlé	$5,800,102	$303,319 ▼	-5.0%	57,615	0.4%	Consumer Staples
CLPBY Coloplast A/S	$4,282,099	$331,585 ▼	-7.2%	327,190	0.3%	Medical
SAFRY Safran	$4,125,037	$288,051 ▼	-6.5%	70,056	0.3%	Aerospace
BN Brookfield	$3,872,722	$249,274 ▲	6.9%	72,864	0.2%	Finance
ADDYY adidas	$3,777,419	$186,695 ▲	5.2%	28,468	0.2%	Consumer Discretionary
PERNOD RICARD SA - SPON ADR	$3,711,371	$273,090 ▼	-6.9%	122,326	0.2%	COMMON STOCKS
GOOGL Alphabet	$208,805		0.0%	1,259	0.0%	Computer and Technology
NVZMY Novozymes A/S	$53,071	$355,943 ▼	-87.0%	737	0.0%	Basic Materials
NKE NIKE	$51,184	$48,051,345 ▼	-99.9%	579	0.0%	Consumer Discretionary
EXPGY Experian	$49,467	$293,220 ▼	-85.6%	939	0.0%	Business Services
CNSWF Constellation Software	$42,303		0.0%	13	0.0%	Computer and Technology
NVS Novartis	$34,506		0.0%	300	0.0%	Medical
AIQUY L'Air Liquide	$33,162	$2,358 ▲	7.7%	858	0.0%	Basic Materials
ACN Accenture	$31,813		0.0%	90	0.0%	Computer and Technology
FANUY Fanuc	$30,856	$192,792 ▼	-86.2%	2,112	0.0%	Industrial Products
ASML ASML	$29,997		0.0%	36	0.0%	Computer and Technology
CLLNY Cellnex Telecom	$29,831		0.0%	1,479	0.0%	Real Estate
IFNNY Infineon Technologies	$21,002		0.0%	598	0.0%	Computer and Technology
SUVPF Sartorius Aktiengesellschaft	$19,886		0.0%	77	0.0%	Medical
DASTY Dassault Systèmes	$19,870		0.0%	501	0.0%	Computer and Technology
EDNMY Edenred	$16,236		0.0%	902	0.0%	Business Services
NSRGF Nestlé	$11,338		0.0%	113	0.0%	Consumer Defensive
PDRDF Pernod Ricard	$6,164		0.0%	41	0.0%	Consumer Defensive
BAM Brookfield Asset Management	$3,878		0.0%	82	0.0%	Finance
TOPICUS.COM INC-SUB VOTING	$3,776		0.0%	40	0.0%	COMMON STOCKS
FTV Fortive	$0	$40,233,114 ▼	-100.0%	0	0.0%	Computer and Technology
SARTORIUS AG-UNSP ADR	$0	$132,965 ▼	-100.0%	0	0.0%	COMMON STOCKS

Showing largest 100 holdings. View all holdings.

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Mar Vista Investment Partners LLC Top Holdings and 13F Report (2024)

About Mar Vista Investment Partners LLC

Investment Activity

Largest Holdings

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 (2024)

About Mar Vista Investment Partners LLC

Investment Activity

Largest Holdings

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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