Mar Vista Investment Partners as of March 31, 2020
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 64 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 5.9 | $196M | 1.1M | 182.83 | |
| Apple (AAPL) | 4.8 | $159M | 626k | 254.29 | |
| Markel Corporation (MKL) | 4.7 | $156M | 168k | 927.89 | |
| Adobe Systems Incorporated (ADBE) | 4.5 | $148M | 465k | 318.24 | |
| Amazon (AMZN) | 4.3 | $140M | 72k | 1949.72 | |
| Alphabet Inc Class C cs (GOOG) | 4.1 | $136M | 117k | 1162.81 | |
| Intuit (INTU) | 4.1 | $135M | 586k | 230.00 | |
| Microsoft Corporation (MSFT) | 3.8 | $125M | 791k | 157.71 | |
| Roper Industries (ROP) | 3.8 | $124M | 397k | 311.81 | |
| Johnson & Johnson (JNJ) | 3.6 | $118M | 896k | 131.13 | |
| Honeywell International (HON) | 3.6 | $117M | 875k | 133.79 | |
| American Tower Reit (AMT) | 3.5 | $114M | 522k | 217.75 | |
| Ecolab (ECL) | 3.4 | $111M | 715k | 155.83 | |
| Sap (SAP) | 3.2 | $106M | 963k | 110.50 | |
| Teleflex Incorporated (TFX) | 3.1 | $103M | 351k | 292.86 | |
| First Republic Bank/san F (FRCB) | 2.9 | $96M | 1.2M | 82.28 | |
| Moody's Corporation (MCO) | 2.8 | $93M | 440k | 211.50 | |
| Visa (V) | 2.8 | $92M | 571k | 161.12 | |
| Unilever | 2.8 | $91M | 1.9M | 48.79 | |
| Nike (NKE) | 2.5 | $82M | 991k | 82.74 | |
| Facebook Inc cl a (META) | 2.4 | $79M | 472k | 166.80 | |
| Mettler-Toledo International (MTD) | 2.3 | $75M | 109k | 690.51 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $74M | 232k | 320.19 | |
| Fortive (FTV) | 2.2 | $73M | 1.3M | 55.19 | |
| Charles Schwab Corporation (SCHW) | 2.2 | $72M | 2.1M | 33.62 | |
| U.S. Bancorp (USB) | 2.1 | $71M | 2.0M | 34.45 | |
| Microchip Technology (MCHP) | 2.1 | $70M | 1.0M | 67.80 | |
| Pepsi (PEP) | 2.0 | $66M | 546k | 120.10 | |
| salesforce (CRM) | 1.8 | $59M | 410k | 143.98 | |
| Comcast Corporation (CMCSA) | 1.7 | $56M | 1.6M | 34.38 | |
| Linde | 1.6 | $52M | 302k | 173.00 | |
| O'reilly Automotive (ORLY) | 1.1 | $37M | 123k | 301.05 | |
| Starbucks Corporation (SBUX) | 0.9 | $30M | 460k | 65.74 | |
| Allergan | 0.9 | $30M | 166k | 177.10 | |
| Medtronic (MDT) | 0.1 | $2.4M | 27k | 90.17 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.8M | 6.3k | 283.63 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.1M | 928.00 | 1161.64 | |
| Abbott Laboratories (ABT) | 0.0 | $731k | 9.3k | 78.90 | |
| adidas (ADDYY) | 0.0 | $79k | 697.00 | 113.34 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $78k | 748.00 | 104.28 | |
| Canadian Pacific Railway | 0.0 | $74k | 336.00 | 220.24 | |
| Alibaba Group Holding (BABA) | 0.0 | $70k | 360.00 | 194.44 | |
| Safran S A (SAFRY) | 0.0 | $56k | 2.6k | 21.90 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $52k | 507.00 | 102.56 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $47k | 154.00 | 305.19 | |
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $41k | 846.00 | 48.46 | |
| Brookfield Asset Management | 0.0 | $30k | 674.00 | 44.51 | |
| Pernod Ricard eqfor (PDRDF) | 0.0 | $27k | 196.00 | 137.76 | |
| Reckitt Benckiser Group Gbp Pa (RBGPF) | 0.0 | $22k | 289.00 | 76.12 | |
| Pernod Ricard S. A. | 0.0 | $21k | 738.00 | 28.46 | |
| Novartis (NVS) | 0.0 | $21k | 257.00 | 81.71 | |
| Constellation Software (CNSWF) | 0.0 | $20k | 22.00 | 909.09 | |
| Reckitt Benckiser- (RBGLY) | 0.0 | $14k | 900.00 | 15.56 | |
| Accenture (ACN) | 0.0 | $13k | 80.00 | 162.50 | |
| Dassault Systemes (DASTY) | 0.0 | $13k | 89.00 | 146.07 | |
| Lancashire Holdings (LCSHF) | 0.0 | $12k | 1.5k | 7.99 | |
| Svenska Handelsb-a-unsp (SVNLY) | 0.0 | $12k | 2.7k | 4.37 | |
| Edenred Sa-unsp (EDNMY) | 0.0 | $12k | 568.00 | 21.13 | |
| Cellnex Telecom Sau-unsp (CLLNY) | 0.0 | $11k | 469.00 | 23.45 | |
| Infineon Technologies (IFNNY) | 0.0 | $11k | 762.00 | 14.44 | |
| Coloplast As- Un | 0.0 | $11k | 789.00 | 13.94 | |
| Sartorius (SUVPF) | 0.0 | $11k | 46.00 | 239.13 | |
| Asml Holding (ASML) | 0.0 | $9.0k | 34.00 | 264.71 | |
| Novozymes A/s Unspons (NVZMY) | 0.0 | $9.0k | 204.00 | 44.12 |
