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Mar Vista Investment Partners

Latest statistics and disclosures from Mar Vista Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, TDG, AMZN, ORCL, and represent 26.29% of Mar Vista Investment Partners's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$50M), META (+$50M), AAPL (+$35M), APH (+$27M), EFX (+$17M), MCO (+$8.9M), LIN, UL, NVZMY, SOAGY.
Started 2 new stock positions in META, AVGO.
Reduced shares in these 10 stocks: GOOG (-$52M), SBUX (-$40M), AMZN (-$37M), PEP (-$33M), ADI (-$33M), MCHP (-$31M), ADBE (-$31M), DIS (-$28M), MSFT (-$21M), TDG (-$15M).
Sold out of its position in SBUX.
Mar Vista Investment Partners was a net seller of stock by $-259M.
Mar Vista Investment Partners has $2.0B in assets under management (AUM), dropping by -11.30%.
Central Index Key (CIK): 0001419999

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Positions held by Mar Vista Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 61 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stocks (MSFT)	6.9	$140M	-13%	314k	446.95	View chart
Apple Common Stocks (AAPL)	5.5	$112M	+45%	532k	210.62	View chart
Transdigm Group Common Stocks (TDG)	5.1	$104M	-12%	81k	1277.61	View chart
Amazon.com Common Stocks (AMZN)	4.7	$96M	-27%	495k	193.25	View chart
Oracle Corp Common Stocks (ORCL)	4.1	$83M	-13%	585k	141.20	View chart
American Tower Corp Common Stocks (AMT)	3.9	$79M		406k	194.38	View chart
Sap Se- Common Stocks (SAP)	3.8	$77M	-13%	383k	201.71	View chart
Salesforce Common Stocks (CRM)	3.5	$70M	-11%	274k	257.10	View chart
Linde Common Stocks (LIN)	3.4	$68M	+4%	156k	438.81	View chart
Visa Inc-class A Shares Common Stocks (V)	3.3	$68M	-3%	258k	262.47	View chart
Mettler-toledo International Common Stocks (MTD)	3.3	$66M	-11%	47k	1397.59	View chart
Amphenol Corp-cl A Common Stocks (APH)	3.2	$66M	+67%	974k	67.37	View chart
Alphabet Inc-cl C Common Stocks (GOOG)	3.2	$64M	-44%	351k	183.42	View chart
Adobe Common Stocks (ADBE)	3.1	$62M	-33%	112k	555.54	View chart
Moodys Corp Common Stocks (MCO)	2.8	$57M	+18%	135k	420.93	View chart
Walt Disney Co/the Common Stocks (DIS)	2.7	$56M	-33%	561k	99.29	View chart
Danaher Corp Common Stocks (DHR)	2.6	$54M	-14%	215k	249.85	View chart
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B)	2.6	$53M	-11%	131k	406.80	View chart
Intuit Common Stocks (INTU)	2.6	$52M	-12%	80k	657.21	View chart
Johnson & Johnson Common Stocks (JNJ)	2.5	$50M	-17%	343k	146.16	View chart
Broadcom Common Stocks (AVGO)	2.5	$50M	NEW	31k	1605.53	View chart
Meta Platforms Inc-class A Common Stocks (META)	2.4	$50M	NEW	98k	504.22	View chart
Analog Devices Common Stocks (ADI)	2.4	$49M	-40%	214k	228.26	View chart
Gxo Logistics Common Stocks (GXO)	2.4	$49M	-18%	962k	50.50	View chart
Roper Technologies Common Stocks (ROP)	2.4	$49M	-12%	86k	563.66	View chart
Microchip Technology Common Stocks (MCHP)	2.2	$45M	-41%	488k	91.50	View chart
Heico Corp Common Stocks (HEI)	2.2	$45M	-12%	199k	223.61	View chart
Nike Inc Cl B Common Stocks (NKE)	2.0	$41M	-13%	544k	75.37	View chart
Fortive Corp Common Stocks (FTV)	2.0	$40M	-14%	543k	74.10	View chart
Equifax Common Stocks (EFX)	1.8	$36M	+84%	149k	242.46	View chart
Pepsico Common Stocks (PEP)	1.2	$25M	-57%	150k	164.93	View chart
Veralto Corp Common Stocks (VLTO)	1.1	$22M	-13%	227k	95.47	View chart
Stryker Corp Common Stocks (SYK)	0.5	$9.2M		27k	340.25	View chart
Unilever Plc- Common Stocks (UL)	0.4	$9.0M	+4%	164k	54.99	View chart
Ametek Common Stocks (AME)	0.4	$7.9M		47k	166.71	View chart
Nestle Sa-spons Common Stocks (NSRGY)	0.3	$6.2M		61k	102.45	View chart
Canadian Pacific Kansas City Common Stocks (CP)	0.3	$5.6M		72k	78.73	View chart
Coloplast As- Un Common Stocks (CLPBY)	0.2	$4.3M		353k	12.08	View chart
Safran Sa-un Common Stocks (SAFRY)	0.2	$4.0M		75k	53.25	View chart
Pernod Ricard Sa - Common Stocks (PRNDY)	0.2	$3.6M		131k	27.10	View chart
Adidas Ag- Common Stocks (ADDYY)	0.2	$3.2M		27k	119.86	View chart
Brookfield Corp Common Stocks (BN)	0.1	$2.8M		68k	41.54	View chart
Novonesis Common Stocks (NVZMY)	0.0	$347k	+25%	5.7k	61.07	View chart
Experian Plc-spons Common Stocks (EXPGY)	0.0	$303k		6.5k	46.64	View chart
Alphabet Inc-cl A Common Stocks (GOOGL)	0.0	$229k	-56%	1.3k	182.15	View chart
Fanuc Corp-unsp Common Stocks (FANUY)	0.0	$210k		15k	13.74	View chart
Sartorius Ag-unsp Common Stocks (SOAGY)	0.0	$133k	+81%	2.8k	46.72	View chart
Constellation Software Common Stocks (CNSWF)	0.0	$37k	-31%	13.00	2868.15	View chart
Asml Holding Nv-ny Reg Common Stocks (ASML)	0.0	$37k		36.00	1022.72	View chart
Novartis Ag- Common Stocks (NVS)	0.0	$32k	-99%	300.00	106.46	View chart
Air Liquide-un Common Stocks (AIQUY)	0.0	$28k	+29%	797.00	34.64	View chart
Accenture Plc Cl A Common Stocks (ACN)	0.0	$27k		90.00	303.41	View chart
Cellnex Telecom Sau-unsp Common Stocks (CLLNY)	0.0	$24k		1.5k	16.16	View chart
Infineon Technologies Common Stocks (IFNNY)	0.0	$22k	+27%	598.00	36.84	View chart
Edenred Sa-unsp Common Stocks (EDNMY)	0.0	$19k		902.00	21.25	View chart
Dassault Sys S A Common Stocks (DASTY)	0.0	$19k		501.00	37.79	View chart
Sartorius Ag-vorzug Common Stocks (SUVPF)	0.0	$18k		77.00	234.73	View chart
Nestle Sa-reg Common Stocks (NSRGF)	0.0	$12k		113.00	102.42	View chart
Pernod Ricard Sa Common Stocks (PDRDF)	0.0	$5.6k		41.00	135.61	View chart
Topicus.com Inc-sub Voting Common Stocks (TOITF)	0.0	$3.3k		40.00	83.50	View chart
Brookfield Asset Mgmt-a Common Stocks (BAM)	0.0	$3.1k	-99%	82.00	38.05	View chart

Past Filings by Mar Vista Investment Partners

SEC 13F filings are viewable for Mar Vista Investment Partners going back to 2010

Mar Vista Investment Partners 2024 Q2 filed Aug. 2, 2024
Mar Vista Investment Partners 2024 Q1 filed May 13, 2024
Mar Vista Investment Partners 2023 Q4 filed Feb. 8, 2024
Mar Vista Investment Partners 2023 Q3 filed Nov. 13, 2023
Mar Vista Investment Partners 2023 Q2 filed Aug. 11, 2023
Mar Vista Investment Partners 2023 Q1 filed May 11, 2023
Mar Vista Investment Partners 2022 Q4 filed Feb. 13, 2023
Mar Vista Investment Partners 2022 Q3 filed Nov. 9, 2022
Mar Vista Investment Partners 2022 Q2 filed Aug. 12, 2022
Mar Vista Investment Partners 2022 Q1 filed May 13, 2022
Mar Vista Investment Partners 2021 Q4 filed Feb. 11, 2022
Mar Vista Investment Partners 2021 Q3 filed Nov. 15, 2021
Mar Vista Investment Partners 2021 Q2 filed Aug. 13, 2021
Mar Vista Investment Partners 2021 Q1 filed May 17, 2021
Mar Vista Investment Partners 2020 Q4 filed Feb. 16, 2021
Mar Vista Investment Partners 2020 Q3 filed Nov. 16, 2020

View all past filings

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