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, ORCL, TDG, AMZN, and represent 28.34% of Mar Vista Investment Partners's stock portfolio.
  • Added to shares of these 4 stocks: NVDA (+$11M), AAPL (+$8.0M), GOOG (+$7.3M), GOOGL.
  • Reduced shares in these 10 stocks: AVGO (-$26M), , MSFT (-$16M), EFX (-$15M), ORCL (-$14M), GE (-$10M), LIN (-$9.6M), BN (-$7.9M), AMZN (-$7.6M), META (-$7.6M).
  • Sold out of its positions in ADDYY, ADBE, AIQUY, BN, BAM, CP, CLLNY, CLPBY, CNSWF, DASTY.
  • Mar Vista Investment Partners was a net seller of stock by $-202M.
  • Mar Vista Investment Partners has $1.2B in assets under management (AUM), dropping by -11.89%.
  • Central Index Key (CIK): 0001419999

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Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Common Stocks (MSFT) 7.6 $87M -15% 168k 517.95
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Apple Common Stocks (AAPL) 6.0 $69M +13% 270k 254.63
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Oracle Corp Common Stocks (ORCL) 5.2 $60M -18% 214k 281.24
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Transdigm Group Common Stocks (TDG) 4.8 $55M -8% 42k 1318.02
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Amazon.com Common Stocks (AMZN) 4.7 $54M -12% 248k 219.57
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Nvidia Corp Common Stocks (NVDA) 4.7 $54M +25% 292k 186.58
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Amphenol Corp-cl A Common Stocks (APH) 4.4 $50M -3% 407k 123.75
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Linde Common Stocks (LIN) 4.2 $48M -16% 101k 475.00
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Alphabet Inc-cl C Common Stocks (GOOG) 4.1 $47M +18% 195k 243.55
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Moodys Corp Common Stocks (MCO) 3.8 $44M 92k 476.48
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Intuit Common Stocks (INTU) 3.8 $43M -12% 64k 682.91
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Meta Platforms Inc-class A Common Stocks (META) 3.6 $42M -15% 57k 734.38
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Sap Se- Common Stocks (SAP) 3.3 $38M -4% 141k 267.21
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Visa Inc-class A Shares Common Stocks (V) 3.2 $37M -4% 108k 341.38
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Ametek Common Stocks (AME) 2.9 $34M -2% 180k 188.00
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Johnson & Johnson Common Stocks (JNJ) 2.9 $33M -4% 180k 185.42
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Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 2.8 $33M -16% 65k 502.74
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Stryker Corp Common Stocks (SYK) 2.7 $31M -2% 83k 369.67
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Analog Devices Common Stocks (ADI) 2.6 $30M -19% 123k 245.70
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Veralto Corp Common Stocks (VLTO) 2.6 $30M -2% 281k 106.61
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Mettler-toledo International Common Stocks (MTD) 2.6 $30M -4% 24k 1227.61
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Salesforce Common Stocks (CRM) 2.5 $29M -17% 124k 237.00
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Broadcom Common Stocks (AVGO) 2.5 $29M -47% 87k 329.91
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General Electric Common Stocks (GE) 2.2 $25M -28% 84k 300.82
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Unilever Plc- Common Stocks (UL) 2.0 $23M -23% 394k 59.28
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Danaher Corp Common Stocks (DHR) 2.0 $23M -20% 114k 198.26
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Roper Technologies Common Stocks (ROP) 1.7 $20M -4% 40k 498.69
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American Tower Corp Common Stocks (AMT) 1.6 $19M -17% 99k 192.32
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Equifax Common Stocks (EFX) 1.5 $18M -46% 69k 256.53
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Heico Corp Common Stocks (HEI) 1.3 $15M 47k 322.82
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Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $200k +8% 822.00 243.10
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Nike Inc Cl B Common Stocks (NKE) 0.0 $40k 579.00 69.73
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Past Filings by Mar Vista Investment Partners

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

View all past filings