Mar Vista Investment Partners

Mar Vista Investment Partners as of March 31, 2023

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 60 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Common Stocks (MSFT) 5.8 $131M 453k 288.30
Transdigm Group Common Stocks (TDG) 5.1 $114M 155k 737.05
Markel Corp Common Stocks (MKL) 4.7 $105M 83k 1277.41
Apple Common Stocks (AAPL) 4.6 $104M 633k 164.90
Amazon.com Common Stocks (AMZN) 4.5 $101M 977k 103.29
Adobe Common Stocks (ADBE) 4.2 $95M 245k 385.37
Alphabet Inc-cl C Common Stocks (GOOG) 4.1 $93M 892k 104.00
Microchip Technology Common Stocks (MCHP) 4.1 $92M 1.1M 83.78
Gxo Logistics Common Stocks (GXO) 4.0 $90M 1.8M 50.46
Air Products & Chemicals Common Stocks (APD) 4.0 $89M 311k 287.21
American Tower Corp Common Stocks (AMT) 3.8 $86M 419k 204.34
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 3.8 $85M 274k 308.77
Sap Se- Common Stocks (SAP) 3.6 $81M 640k 126.55
Mettler-toledo International Common Stocks (MTD) 3.6 $80M 52k 1530.20
Moodys Corp Common Stocks (MCO) 3.5 $78M 254k 306.02
Visa Inc-class A Shares Common Stocks (V) 3.4 $76M 335k 225.46
Johnson & Johnson Common Stocks (JNJ) 2.9 $64M 416k 155.00
Linde Common Stocks (LIN) 2.8 $62M 175k 355.44
Walt Disney Co/the Common Stocks (DIS) 2.6 $60M 594k 100.13
Amphenol Corp-cl A Common Stocks (APH) 2.6 $59M 719k 81.72
Pepsico Common Stocks (PEP) 2.5 $57M 313k 182.30
Salesforce Common Stocks (CRM) 2.5 $57M 283k 199.78
Honeywell International Common Stocks (HON) 2.5 $56M 292k 191.12
Nike Inc Cl B Common Stocks (NKE) 2.5 $56M 454k 122.64
Roper Technologies Common Stocks (ROP) 2.4 $54M 122k 440.69
Fortive Corp Common Stocks (FTV) 2.3 $53M 775k 68.17
Intuit Common Stocks (INTU) 2.2 $50M 112k 445.83
Oracle Corp Common Stocks (ORCL) 1.5 $34M 364k 92.92
Starbucks Corp Common Stocks (SBUX) 1.3 $29M 282k 104.13
Ametek Common Stocks (AME) 0.3 $6.3M 43k 145.34
Pernod Ricard Sa - Common Stocks (PRNDY) 0.3 $6.0M 131k 45.34
Nestle Sa-spons Common Stocks (NSRGY) 0.3 $5.7M 46k 122.02
Unilever Plc- Common Stocks (UL) 0.2 $5.5M 105k 51.93
Medtronic Common Stocks (MDT) 0.2 $5.2M 65k 80.62
Canadian Pacific Kansas City Common Stocks (CP) 0.2 $5.0M 64k 76.95
Novartis Ag- Common Stocks (NVS) 0.2 $4.8M 52k 92.00
Heico Corp Common Stocks (HEI) 0.2 $4.3M 25k 171.03
Reckitt Benckiser- Common Stocks (RBGLY) 0.2 $4.3M 281k 15.23
Taiwan Semiconductor-sp Common Stocks (TSM) 0.1 $3.2M 35k 93.03
Coloplast As- Un Common Stocks (CLPBY) 0.1 $3.1M 232k 13.15
Safran Sa-un Common Stocks (SAFRY) 0.1 $2.7M 72k 37.08
Adidas Ag- Common Stocks (ADDYY) 0.1 $2.2M 25k 88.43
Brookfield Asset Manage-cl A Common Stocks (BN) 0.1 $2.1M 63k 32.59
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $1.0M 10k 103.72
Brookfield Asset Mgmt-a Common Stocks (BAM) 0.0 $518k 16k 32.73
Fanuc Corp-unsp Common Stocks (FANUY) 0.0 $192k 11k 17.97
Constellation Software Common Stocks (CNSWF) 0.0 $36k 19.00 1894.74
Sartorius Ag-vorzug Common Stocks (SUVPF) 0.0 $33k 77.00 428.57
Cellnex Telecom Sau-unsp Common Stocks (CLLNY) 0.0 $28k 1.4k 19.77
Accenture Plc Cl A Common Stocks (ACN) 0.0 $26k 90.00 288.89
Asml Holding Nv-ny Reg Common Stocks (ASML) 0.0 $25k 36.00 694.44
Infineon Technologies Common Stocks (IFNNY) 0.0 $23k 564.00 40.78
Dassault Sys S A Common Stocks (DASTY) 0.0 $20k 475.00 42.11
Air Liquide-un Common Stocks (AIQUY) 0.0 $20k 584.00 34.25
Edenred Sa-unsp Common Stocks (EDNMY) 0.0 $18k 621.00 28.99
Reckitt Benckiser Group Common Stocks (RBGPF) 0.0 $16k 207.00 77.29
Novozymes A/s-unspons Common Stocks (NVZMY) 0.0 $14k 273.00 51.28
Nestle Sa-reg Common Stocks (NSRGF) 0.0 $14k 113.00 123.89
Pernod Ricard Sa Common Stocks (PDRDF) 0.0 $9.0k 41.00 219.51
Topicus.com Inc-sub Voting Common Stocks (TOITF) 0.0 $3.0k 40.00 75.00