Mar Vista Investment Partners

Mar Vista Investment Partners as of Sept. 30, 2022

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 63 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Common Stocks (MSFT) 5.3 $118M 509k 232.90
Air Products & Chemicals Common Stocks (APD) 5.0 $112M 481k 232.73
Microchip Technology Common Stocks (MCHP) 4.8 $108M 1.8M 61.03
Markel Corp Common Stocks (MKL) 4.4 $97M 90k 1084.22
Schwab Charles Corp Common Stocks (SCHW) 4.3 $97M 1.3M 71.87
Apple Common Stocks (AAPL) 4.3 $95M 689k 138.20
Transdigm Group Common Stocks (TDG) 4.2 $95M 181k 524.82
Alphabet Inc-cl C Common Stocks (GOOG) 4.2 $94M 978k 96.15
American Tower Corp Common Stocks (AMT) 3.9 $87M 404k 214.70
Johnson & Johnson Common Stocks (JNJ) 3.8 $86M 523k 163.36
Amazon.com Common Stocks (AMZN) 3.7 $84M 740k 113.00
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 3.6 $80M 298k 267.02
First Republic Bank Common Stocks (FRCB) 3.4 $75M 575k 130.55
Adobe Common Stocks (ADBE) 3.3 $73M 265k 275.20
Honeywell International Common Stocks (HON) 3.2 $71M 422k 166.97
Moodys Corp Common Stocks (MCO) 3.0 $67M 275k 243.11
Visa Inc-class A Shares Common Stocks (V) 2.9 $64M 361k 177.65
Mettler-toledo International Common Stocks (MTD) 2.8 $62M 57k 1084.12
Walt Disney Co/the Common Stocks (DIS) 2.7 $61M 643k 94.33
Pepsico Common Stocks (PEP) 2.4 $55M 336k 163.26
Sap Se- Common Stocks (SAP) 2.4 $54M 664k 81.25
Amphenol Corp-cl A Common Stocks (APH) 2.3 $52M 774k 66.96
Linde Common Stocks 2.3 $51M 189k 269.59
Fortive Corp Common Stocks (FTV) 2.2 $49M 835k 58.30
Roper Technologies Common Stocks (ROP) 2.1 $48M 133k 359.64
Intuit Common Stocks (INTU) 2.1 $47M 122k 387.32
Gxo Logistics Common Stocks (GXO) 2.0 $46M 1.3M 35.06
Salesforce Common Stocks (CRM) 2.0 $44M 304k 143.84
Nike Inc Cl B Common Stocks (NKE) 1.8 $41M 497k 83.12
Us Bancorp Common Stocks (USB) 1.5 $34M 839k 40.32
Vontier Corp Common Stocks (VNT) 1.2 $26M 1.6M 16.71
Starbucks Corp Common Stocks (SBUX) 1.1 $25M 300k 84.26
Medtronic Common Stocks (MDT) 0.2 $5.2M 65k 80.76
Ametek Common Stocks (AME) 0.2 $4.9M 43k 113.41
Nestle Sa-spons Common Stocks (NSRGY) 0.2 $4.6M 43k 108.79
Canadian Pacific Railway Common Stocks 0.2 $3.9M 59k 66.72
Novartis Ag- Common Stocks (NVS) 0.2 $3.6M 47k 76.01
Reckitt Benckiser- Common Stocks (RBGLY) 0.2 $3.4M 256k 13.34
Pernod Ricard Sa - Common Stocks (PRNDY) 0.1 $3.2M 88k 37.00
Adidas Ag- Common Stocks (ADDYY) 0.1 $2.9M 50k 58.24
Unilever Plc- Common Stocks (UL) 0.1 $2.4M 55k 43.84
Brookfield Asset Manage-cl A Common Stocks 0.1 $2.3M 57k 40.88
Coloplast As- Un Common Stocks (CLPBY) 0.1 $2.2M 213k 10.22
Taiwan Semiconductor-sp Common Stocks (TSM) 0.1 $2.2M 32k 68.55
Safran Sa-un Common Stocks (SAFRY) 0.1 $1.5M 66k 23.03
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $1.1M 11k 95.65
Fanuc Corp-unsp Common Stocks (FANUY) 0.0 $155k 11k 14.02
Sartorius Ag-vorzug Common Stocks (SUVPF) 0.0 $32k 92.00 347.83
Constellation Software Common Stocks (CNSWF) 0.0 $32k 23.00 1391.30
Cellnex Telecom Sau-unsp Common Stocks (CLLNY) 0.0 $25k 1.6k 15.30
Accenture Plc Cl A Common Stocks (ACN) 0.0 $23k 90.00 255.56
Reckitt Benckiser Group Common Stocks (RBGPF) 0.0 $21k 324.00 64.81
Dassault Sys S A Common Stocks (DASTY) 0.0 $17k 475.00 35.79
Svenska Handelsb-a-unsp Common Stocks (SVNLY) 0.0 $17k 4.0k 4.24
Asml Holding Nv-ny Reg Common Stocks (ASML) 0.0 $15k 36.00 416.67
Novozymes A/s-unspons Common Stocks (NVZMY) 0.0 $14k 273.00 51.28
Edenred Sa-unsp Common Stocks (EDNMY) 0.0 $14k 621.00 22.54
Air Liquide-un Common Stocks (AIQUY) 0.0 $13k 584.00 22.26
Infineon Technologies Common Stocks (IFNNY) 0.0 $13k 564.00 23.05
Nestle Sa-reg Common Stocks (NSRGF) 0.0 $12k 113.00 106.19
Pernod Ricard Sa Common Stocks (PDRDF) 0.0 $7.0k 41.00 170.73
Topicus.com Inc-sub Voting Common Stocks (TOITF) 0.0 $2.0k 40.00 50.00
Meta Platforms Inc-class A Common Stocks (META) 0.0 $999.999700 7.00 142.86