Mar Vista Investment Partners

Mar Vista Investment Partners as of Dec. 31, 2023

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 63 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Common Stocks (MSFT) 6.4 $141M 375k 376.04
Apple Common Stocks (AAPL) 4.6 $101M 527k 192.53
Amazon.com Common Stocks (AMZN) 4.6 $101M 664k 151.94
Transdigm Group Common Stocks (TDG) 4.5 $98M 97k 1011.60
Gxo Logistics Common Stocks (GXO) 4.3 $94M 1.5M 61.16
American Tower Corp Common Stocks (AMT) 4.1 $90M 418k 215.88
Alphabet Inc-cl C Common Stocks (GOOG) 4.1 $90M 640k 140.93
Adobe Common Stocks (ADBE) 4.0 $88M 147k 596.60
Salesforce Common Stocks (CRM) 3.6 $79M 301k 263.14
Walt Disney Co/the Common Stocks (DIS) 3.6 $78M 864k 90.29
Microchip Technology Common Stocks (MCHP) 3.5 $77M 858k 90.18
Oracle Corp Common Stocks (ORCL) 3.4 $75M 707k 105.43
Analog Devices Common Stocks (ADI) 3.4 $74M 370k 198.56
Visa Inc-class A Shares Common Stocks (V) 3.3 $73M 281k 260.35
Sap Se- Common Stocks (SAP) 3.3 $72M 464k 154.59
Nike Inc Cl B Common Stocks (NKE) 2.9 $63M 580k 108.57
Pepsico Common Stocks (PEP) 2.8 $62M 365k 169.84
Linde Common Stocks (LIN) 2.8 $61M 148k 410.71
Amphenol Corp-cl A Common Stocks (APH) 2.8 $60M 608k 99.13
Intuit Common Stocks (INTU) 2.7 $59M 95k 625.03
Roper Technologies Common Stocks (ROP) 2.6 $56M 103k 545.17
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 2.5 $55M 154k 356.66
Mettler-toledo International Common Stocks (MTD) 2.4 $53M 44k 1212.96
Johnson & Johnson Common Stocks (JNJ) 2.4 $52M 332k 156.74
Honeywell International Common Stocks (HON) 2.3 $50M 239k 209.71
Fortive Corp Common Stocks (FTV) 2.2 $48M 650k 73.63
Moodys Corp Common Stocks (MCO) 2.1 $46M 118k 390.56
Heico Corp Common Stocks (HEI) 1.9 $42M 233k 178.87
Danaher Corp Common Stocks (DHR) 1.8 $40M 172k 231.34
Starbucks Corp Common Stocks (SBUX) 1.4 $31M 318k 96.01
Veralto Corp Common Stocks (VLTO) 1.0 $23M 274k 82.26
Ametek Common Stocks (AME) 0.3 $7.1M 43k 164.89
Stryker Corp Common Stocks (SYK) 0.3 $6.1M 20k 299.46
Unilever Plc- Common Stocks (UL) 0.3 $6.1M 126k 48.48
Reckitt Benckiser- Common Stocks (RBGLY) 0.3 $5.9M 428k 13.74
Nestle Sa-spons Common Stocks (NSRGY) 0.2 $5.4M 46k 115.63
Novartis Ag- Common Stocks (NVS) 0.2 $5.2M 52k 100.97
Canadian Pacific Kansas City Common Stocks (CP) 0.2 $5.1M 64k 79.06
Pernod Ricard Sa - Common Stocks (PRNDY) 0.2 $4.6M 131k 35.30
Coloplast As- Un Common Stocks (CLPBY) 0.2 $3.8M 328k 11.53
Safran Sa-un Common Stocks (SAFRY) 0.2 $3.3M 75k 44.13
Adidas Ag- Common Stocks (ADDYY) 0.1 $2.7M 27k 101.65
Brookfield Asset Manage-cl A Common Stocks (BN) 0.1 $2.7M 68k 40.12
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $831k 5.9k 139.69
Brookfield Asset Mgmt-a Common Stocks (BAM) 0.0 $770k 19k 40.17
Experian Plc-spons Common Stocks (EXPGY) 0.0 $257k 6.3k 40.74
Fanuc Corp-unsp Common Stocks (FANUY) 0.0 $156k 11k 14.63
Constellation Software Common Stocks (CNSWF) 0.0 $47k 19.00 2484.63
Accenture Plc Cl A Common Stocks (ACN) 0.0 $32k 90.00 350.91
Cellnex Telecom Sau-unsp Common Stocks (CLLNY) 0.0 $29k 1.5k 19.64
Sartorius Ag-vorzug Common Stocks (SUVPF) 0.0 $29k 77.00 373.00
Asml Holding Nv-ny Reg Common Stocks (ASML) 0.0 $27k 36.00 756.92
Dassault Sys S A Common Stocks (DASTY) 0.0 $25k 501.00 49.02
Air Liquide-un Common Stocks (AIQUY) 0.0 $24k 617.00 38.95
Markel Corp Common Stocks (MKL) 0.0 $20k 14.00 1419.93
Infineon Technologies Common Stocks (IFNNY) 0.0 $20k 468.00 41.85
Edenred Sa-unsp Common Stocks (EDNMY) 0.0 $20k 657.00 29.70
Novozymes A/s-unspons Common Stocks (NVZMY) 0.0 $16k 285.00 54.91
Reckitt Benckiser Group Common Stocks (RBGPF) 0.0 $14k 207.00 69.32
Air Products & Chemicals Common Stocks (APD) 0.0 $14k 52.00 273.81
Nestle Sa-reg Common Stocks (NSRGF) 0.0 $13k 113.00 115.95
Pernod Ricard Sa Common Stocks (PDRDF) 0.0 $7.2k 41.00 175.54
Topicus.com Inc-sub Voting Common Stocks (TOITF) 0.0 $2.7k 40.00 67.20