Mar Vista Investment Partners

Mar Vista Investment Partners as of June 30, 2022

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 62 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Markel Corp Common Stocks (MKL) 4.8 $116M 89k 1293.25
Air Products & Chemicals Common Stocks (APD) 4.7 $115M 479k 240.48
Microsoft Corp Common Stocks (MSFT) 4.6 $112M 436k 256.83
Alphabet Inc-cl C Common Stocks (GOOG) 4.4 $107M 49k 2187.44
American Tower Corp Common Stocks (AMT) 4.3 $103M 404k 255.59
Microchip Technology Common Stocks (MCHP) 4.2 $102M 1.8M 58.08
Transdigm Group Common Stocks (TDG) 4.0 $98M 182k 536.67
Adobe Common Stocks (ADBE) 4.0 $96M 263k 366.06
Apple Common Stocks (AAPL) 3.9 $94M 688k 136.72
Johnson & Johnson Common Stocks (JNJ) 3.8 $93M 523k 177.51
Schwab Charles Corp Common Stocks (SCHW) 3.5 $84M 1.3M 63.18
First Republic Bank Common Stocks (FRCB) 3.4 $82M 568k 144.20
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 3.3 $81M 298k 273.02
Amazon.com Common Stocks (AMZN) 3.2 $78M 735k 106.21
Moodys Corp Common Stocks (MCO) 3.1 $74M 273k 271.97
Honeywell International Common Stocks (HON) 3.0 $74M 424k 173.81
Visa Inc-class A Shares Common Stocks (V) 2.9 $71M 360k 196.89
Intuit Common Stocks (INTU) 2.8 $67M 174k 385.44
Mettler-toledo International Common Stocks (MTD) 2.7 $66M 57k 1148.77
Walt Disney Co/the Common Stocks (DIS) 2.5 $61M 640k 94.40
Gxo Logistics Common Stocks (GXO) 2.4 $57M 1.3M 43.27
Pepsico Common Stocks (PEP) 2.3 $56M 335k 166.66
Linde Common Stocks 2.2 $54M 189k 287.53
Roper Technologies Common Stocks (ROP) 2.2 $53M 134k 394.65
Nike Inc Cl B Common Stocks (NKE) 2.1 $51M 494k 102.20
Salesforce Common Stocks (CRM) 2.0 $50M 301k 165.04
Amphenol Corp-cl A Common Stocks (APH) 2.0 $50M 772k 64.38
Vontier Corp Common Stocks (VNT) 1.9 $45M 2.0M 22.99
Fortive Corp Common Stocks (FTV) 1.8 $45M 823k 54.38
Us Bancorp Common Stocks (USB) 1.6 $39M 839k 46.02
Sap Se- Common Stocks (SAP) 1.5 $38M 414k 90.72
Ecolab Common Stocks (ECL) 1.1 $26M 166k 153.76
Meta Platforms Inc-class A Common Stocks (META) 1.0 $23M 143k 161.25
Starbucks Corp Common Stocks (SBUX) 0.9 $23M 300k 76.39
Medtronic Common Stocks (MDT) 0.2 $5.8M 65k 89.74
Nestle Sa-spons Common Stocks (NSRGY) 0.2 $5.1M 44k 116.40
Ametek Common Stocks (AME) 0.2 $4.7M 43k 109.89
Canadian Pacific Railway Common Stocks 0.2 $4.2M 60k 69.83
Novartis Ag- Common Stocks (NVS) 0.2 $4.1M 48k 84.53
Reckitt Benckiser- Common Stocks (RBGLY) 0.2 $3.9M 259k 14.99
Pernod Ricard Sa - Common Stocks (PRNDY) 0.1 $3.2M 89k 36.66
Adidas Ag- Common Stocks (ADDYY) 0.1 $3.1M 36k 88.22
Taiwan Semiconductor-sp Common Stocks (TSM) 0.1 $2.6M 32k 81.75
Unilever Plc- Common Stocks (UL) 0.1 $2.6M 57k 45.83
Brookfield Asset Manage-cl A Common Stocks 0.1 $2.6M 58k 44.47
Coloplast As- Un Common Stocks (CLPBY) 0.1 $2.5M 217k 11.37
Sartorius Ag-vorzug Common Stocks 0.1 $1.8M 5.1k 349.61
Safran Sa-un Common Stocks (SAFRY) 0.1 $1.6M 67k 24.63
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $1.1M 515.00 2178.64
Fanuc Corp-unsp Common Stocks (FANUY) 0.0 $247k 16k 15.64
Constellation Software Common Stocks (CNSWF) 0.0 $34k 23.00 1478.26
Cellnex Telecom Sau-unsp Common Stocks (CLLNY) 0.0 $32k 1.6k 19.58
Accenture Plc Cl A Common Stocks (ACN) 0.0 $25k 90.00 277.78
Dassault Sys S A Common Stocks (DASTY) 0.0 $17k 475.00 35.79
Asml Holding Nv-ny Reg Common Stocks (ASML) 0.0 $17k 36.00 472.22
Svenska Handelsb-a-unsp Common Stocks (SVNLY) 0.0 $17k 4.0k 4.24
Novozymes A/s-unspons Common Stocks (NVZMY) 0.0 $16k 273.00 58.61
Air Liquide-un Common Stocks (AIQUY) 0.0 $15k 563.00 26.64
Edenred Sa-unsp Common Stocks (EDNMY) 0.0 $15k 621.00 24.15
Infineon Technologies Common Stocks (IFNNY) 0.0 $14k 564.00 24.82
Nestle Sa-reg Common Stocks (NSRGF) 0.0 $13k 113.00 115.04
Topicus.com Inc-sub Voting Common Stocks (TOITF) 0.0 $2.0k 40.00 50.00