Mar Vista Investment Partners

Mar Vista Investment Partners as of Sept. 30, 2023

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 58 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Common Stocks (MSFT) 6.0 $126M 398k 315.75
Amazon.com Common Stocks (AMZN) 5.4 $112M 884k 127.12
Gxo Logistics Common Stocks (GXO) 4.6 $96M 1.6M 58.65
Apple Common Stocks (AAPL) 4.6 $95M 557k 171.21
Transdigm Group Common Stocks (TDG) 4.0 $84M 99k 843.13
Alphabet Inc-cl C Common Stocks (GOOG) 3.8 $80M 605k 131.85
Adobe Common Stocks (ADBE) 3.8 $80M 156k 509.90
Air Products & Chemicals Common Stocks (APD) 3.8 $79M 279k 283.40
Oracle Corp Common Stocks (ORCL) 3.8 $79M 743k 105.92
American Tower Corp Common Stocks (AMT) 3.5 $74M 448k 164.45
Microchip Technology Common Stocks (MCHP) 3.4 $70M 897k 78.05
Markel Corp Common Stocks (MKL) 3.3 $69M 47k 1472.49
Visa Inc-class A Shares Common Stocks (V) 3.3 $69M 299k 230.01
Walt Disney Co/the Common Stocks (DIS) 3.1 $64M 788k 81.05
Sap Se- Common Stocks (SAP) 3.0 $64M 492k 129.32
Nike Inc Cl B Common Stocks (NKE) 2.8 $59M 616k 95.62
Linde Common Stocks (LIN) 2.8 $59M 157k 372.35
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 2.7 $57M 163k 350.30
Johnson & Johnson Common Stocks (JNJ) 2.7 $57M 363k 155.75
Pepsico Common Stocks (PEP) 2.7 $56M 333k 169.44
Amphenol Corp-cl A Common Stocks (APH) 2.6 $54M 648k 83.99
Roper Technologies Common Stocks (ROP) 2.5 $53M 110k 484.28
Mettler-toledo International Common Stocks (MTD) 2.5 $52M 47k 1108.07
Salesforce Common Stocks (CRM) 2.5 $52M 254k 202.78
Fortive Corp Common Stocks (FTV) 2.5 $52M 695k 74.16
Intuit Common Stocks (INTU) 2.5 $51M 101k 510.94
Honeywell International Common Stocks (HON) 2.3 $48M 258k 184.74
Heico Corp Common Stocks (HEI) 2.0 $42M 261k 161.93
Danaher Corp Common Stocks (DHR) 1.9 $41M 163k 248.10
Moodys Corp Common Stocks (MCO) 1.9 $40M 126k 316.17
Starbucks Corp Common Stocks (SBUX) 1.1 $23M 256k 91.27
Ametek Common Stocks (AME) 0.3 $6.4M 43k 147.76
Stryker Corp Common Stocks (SYK) 0.3 $5.6M 20k 273.27
Unilever Plc- Common Stocks (UL) 0.3 $5.4M 109k 49.40
Novartis Ag- Common Stocks (NVS) 0.3 $5.3M 52k 101.86
Nestle Sa-spons Common Stocks (NSRGY) 0.3 $5.3M 46k 113.17
Canadian Pacific Kansas City Common Stocks (CP) 0.2 $4.8M 64k 74.41
Reckitt Benckiser- Common Stocks (RBGLY) 0.2 $4.6M 331k 13.99
Pernod Ricard Sa - Common Stocks (PRNDY) 0.2 $4.4M 131k 33.23
Coloplast As- Un Common Stocks (CLPBY) 0.2 $3.5M 328k 10.57
Safran Sa-un Common Stocks (SAFRY) 0.1 $2.8M 72k 39.14
Adidas Ag- Common Stocks (ADDYY) 0.1 $2.2M 25k 87.76
Brookfield Asset Manage-cl A Common Stocks (BN) 0.1 $2.0M 63k 31.27
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $776k 5.9k 130.86
Brookfield Asset Mgmt-a Common Stocks (BAM) 0.0 $528k 16k 33.34
Experian Plc-spons Common Stocks (EXPGY) 0.0 $206k 6.3k 32.64
Fanuc Corp-unsp Common Stocks (FANUY) 0.0 $139k 11k 13.00
Accenture Plc Cl A Common Stocks (ACN) 0.0 $28k 90.00 307.11
Cellnex Telecom Sau-unsp Common Stocks (CLLNY) 0.0 $26k 1.5k 17.37
Asml Holding Nv-ny Reg Common Stocks (ASML) 0.0 $21k 36.00 588.67
Air Liquide-un Common Stocks (AIQUY) 0.0 $21k 617.00 33.67
Edenred Sa-unsp Common Stocks (EDNMY) 0.0 $20k 657.00 31.00
Dassault Sys S A Common Stocks (DASTY) 0.0 $19k 501.00 37.18
Infineon Technologies Common Stocks (IFNNY) 0.0 $16k 468.00 33.17
Reckitt Benckiser Group Common Stocks (RBGPF) 0.0 $15k 207.00 71.72
Nestle Sa-reg Common Stocks (NSRGF) 0.0 $13k 113.00 112.84
Novozymes A/s-unspons Common Stocks (NVZMY) 0.0 $12k 285.00 40.21
Pernod Ricard Sa Common Stocks (PDRDF) 0.0 $6.9k 41.00 167.80