Mar Vista Investment Partners

Mar Vista Investment Partners as of June 30, 2023

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 54 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Common Stocks (MSFT) 6.1 $146M 428k 340.54
Transdigm Group Common Stocks (TDG) 5.6 $133M 148k 894.17
Amazon.com Common Stocks (AMZN) 5.1 $123M 941k 130.36
Apple Common Stocks (AAPL) 4.9 $117M 602k 193.97
Adobe Common Stocks (ADBE) 4.8 $114M 234k 488.99
Gxo Logistics Common Stocks (GXO) 4.6 $109M 1.7M 62.82
Markel Corp Common Stocks (MKL) 4.4 $106M 77k 1383.18
Microchip Technology Common Stocks (MCHP) 3.9 $94M 1.1M 89.59
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 3.8 $91M 266k 341.00
Air Products & Chemicals Common Stocks (APD) 3.7 $89M 296k 299.53
Moodys Corp Common Stocks (MCO) 3.5 $84M 242k 347.72
American Tower Corp Common Stocks (AMT) 3.3 $79M 409k 193.94
Oracle Corp Common Stocks (ORCL) 3.3 $79M 661k 119.09
Alphabet Inc-cl C Common Stocks (GOOG) 3.2 $78M 642k 120.97
Visa Inc-class A Shares Common Stocks (V) 3.2 $76M 318k 237.48
Sap Se- Common Stocks (SAP) 3.0 $71M 518k 136.81
Mettler-toledo International Common Stocks (MTD) 2.7 $65M 50k 1311.65
Johnson & Johnson Common Stocks (JNJ) 2.7 $65M 391k 165.52
Linde Common Stocks (LIN) 2.7 $63M 166k 381.08
Amphenol Corp-cl A Common Stocks (APH) 2.4 $58M 684k 84.95
Honeywell International Common Stocks (HON) 2.4 $58M 278k 207.50
Salesforce Common Stocks (CRM) 2.4 $57M 270k 211.26
Roper Technologies Common Stocks (ROP) 2.3 $56M 116k 480.80
Pepsico Common Stocks (PEP) 2.3 $55M 298k 185.22
Fortive Corp Common Stocks (FTV) 2.3 $55M 737k 74.77
Walt Disney Co/the Common Stocks (DIS) 2.1 $51M 566k 89.28
Intuit Common Stocks (INTU) 2.0 $49M 107k 458.19
Nike Inc Cl B Common Stocks (NKE) 2.0 $48M 433k 110.37
Heico Corp Common Stocks (HEI) 1.6 $38M 213k 176.94
Starbucks Corp Common Stocks (SBUX) 1.1 $27M 269k 99.06
Ametek Common Stocks (AME) 0.3 $7.0M 43k 161.89
Pernod Ricard Sa - Common Stocks (PRNDY) 0.2 $5.8M 131k 44.16
Medtronic Common Stocks (MDT) 0.2 $5.7M 65k 88.10
Nestle Sa-spons Common Stocks (NSRGY) 0.2 $5.6M 46k 120.27
Unilever Plc- Common Stocks (UL) 0.2 $5.5M 105k 52.13
Novartis Ag- Common Stocks (NVS) 0.2 $5.2M 52k 100.92
Canadian Pacific Kansas City Common Stocks (CP) 0.2 $5.2M 64k 80.78
Reckitt Benckiser- Common Stocks (RBGLY) 0.2 $5.0M 331k 15.03
Coloplast As- Un Common Stocks (CLPBY) 0.2 $4.1M 328k 12.50
Safran Sa-un Common Stocks (SAFRY) 0.1 $2.8M 72k 39.12
Adidas Ag- Common Stocks (ADDYY) 0.1 $2.4M 25k 96.99
Brookfield Asset Manage-cl A Common Stocks (BN) 0.1 $2.1M 63k 33.64
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $713k 6.0k 119.67
Brookfield Asset Mgmt-a Common Stocks (BAM) 0.0 $517k 16k 32.66
Experian Plc-spons Common Stocks (EXPGY) 0.0 $239k 6.2k 38.41
Fanuc Corp-unsp Common Stocks (FANUY) 0.0 $186k 11k 17.40
Cellnex Telecom Sau-unsp Common Stocks (CLLNY) 0.0 $30k 1.5k 20.28
Accenture Plc Cl A Common Stocks (ACN) 0.0 $28k 90.00 311.11
Asml Holding Nv-ny Reg Common Stocks (ASML) 0.0 $26k 36.00 722.22
Dassault Sys S A Common Stocks (DASTY) 0.0 $22k 501.00 43.91
Air Liquide-un Common Stocks (AIQUY) 0.0 $22k 617.00 35.66
Edenred Sa-unsp Common Stocks (EDNMY) 0.0 $22k 657.00 33.49
Infineon Technologies Common Stocks (IFNNY) 0.0 $19k 468.00 40.60
Novozymes A/s-unspons Common Stocks (NVZMY) 0.0 $13k 285.00 45.61