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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, AMZN, TDG, GXO, and represent 24.42% of Mar Vista Investment Partners's stock portfolio.
Added to shares of these 10 stocks: ADI (+$74M), VLTO (+$23M), CRM (+$12M), DIS (+$6.8M), SBUX (+$5.9M), PEP (+$5.5M), GOOG, DHR, RBGLY, UL.
Started 5 new stock positions in VLTO, SUVPF, CNSWF, ADI, TOITF.
Reduced shares in these 10 stocks: APD (-$76M), MKL (-$67M), AMZN (-$33M), MSFT (-$8.5M), AMT (-$6.4M), GXO (-$5.8M), AAPL (-$5.8M), ADBE (-$5.2M), HEI (-$5.1M), JNJ.
Mar Vista Investment Partners was a net seller of stock by $-137M.
Mar Vista Investment Partners has $2.2B in assets under management (AUM), dropping by 4.96%.
Central Index Key (CIK): 0001419999

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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	-5%	375k	376.04	View chart
Apple Common Stocks (AAPL)	4.6	$101M	-5%	527k	192.53	View chart
Amazon.com Common Stocks (AMZN)	4.6	$101M	-24%	664k	151.94	View chart
Transdigm Group Common Stocks (TDG)	4.5	$98M	-2%	97k	1011.60	View chart
Gxo Logistics Common Stocks (GXO)	4.3	$94M	-5%	1.5M	61.16	View chart
American Tower Corp Common Stocks (AMT)	4.1	$90M	-6%	418k	215.88	View chart
Alphabet Inc-cl C Common Stocks (GOOG)	4.1	$90M	+5%	640k	140.93	View chart
Adobe Common Stocks (ADBE)	4.0	$88M	-5%	147k	596.60	View chart
Salesforce Common Stocks (CRM)	3.6	$79M	+18%	301k	263.14	View chart
Walt Disney Co/the Common Stocks (DIS)	3.6	$78M	+9%	864k	90.29	View chart
Microchip Technology Common Stocks (MCHP)	3.5	$77M	-4%	858k	90.18	View chart
Oracle Corp Common Stocks (ORCL)	3.4	$75M	-4%	707k	105.43	View chart
Analog Devices Common Stocks (ADI)	3.4	$74M	NEW	370k	198.56	View chart
Visa Inc-class A Shares Common Stocks (V)	3.3	$73M	-6%	281k	260.35	View chart
Sap Se- Common Stocks (SAP)	3.3	$72M	-5%	464k	154.59	View chart
Nike Inc Cl B Common Stocks (NKE)	2.9	$63M	-5%	580k	108.57	View chart
Pepsico Common Stocks (PEP)	2.8	$62M	+9%	365k	169.84	View chart
Linde Common Stocks (LIN)	2.8	$61M	-5%	148k	410.71	View chart
Amphenol Corp-cl A Common Stocks (APH)	2.8	$60M	-6%	608k	99.13	View chart
Intuit Common Stocks (INTU)	2.7	$59M	-5%	95k	625.03	View chart
Roper Technologies Common Stocks (ROP)	2.6	$56M	-6%	103k	545.17	View chart
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B)	2.5	$55M	-5%	154k	356.66	View chart
Mettler-toledo International Common Stocks (MTD)	2.4	$53M	-7%	44k	1212.96	View chart
Johnson & Johnson Common Stocks (JNJ)	2.4	$52M	-8%	332k	156.74	View chart
Honeywell International Common Stocks (HON)	2.3	$50M	-7%	239k	209.71	View chart
Fortive Corp Common Stocks (FTV)	2.2	$48M	-6%	650k	73.63	View chart
Moodys Corp Common Stocks (MCO)	2.1	$46M	-6%	118k	390.56	View chart
Heico Corp Common Stocks (HEI)	1.9	$42M	-10%	233k	178.87	View chart
Danaher Corp Common Stocks (DHR)	1.8	$40M	+5%	172k	231.34	View chart
Starbucks Corp Common Stocks (SBUX)	1.4	$31M	+24%	318k	96.01	View chart
Veralto Corp Common Stocks (VLTO)	1.0	$23M	NEW	274k	82.26	View chart
Ametek Common Stocks (AME)	0.3	$7.1M		43k	164.89	View chart
Stryker Corp Common Stocks (SYK)	0.3	$6.1M		20k	299.46	View chart
Unilever Plc- Common Stocks (UL)	0.3	$6.1M	+15%	126k	48.48	View chart
Reckitt Benckiser- Common Stocks (RBGLY)	0.3	$5.9M	+29%	428k	13.74	View chart
Nestle Sa-spons Common Stocks (NSRGY)	0.2	$5.4M		46k	115.63	View chart
Novartis Ag- Common Stocks (NVS)	0.2	$5.2M		52k	100.97	View chart
Canadian Pacific Kansas City Common Stocks (CP)	0.2	$5.1M		64k	79.06	View chart
Pernod Ricard Sa - Common Stocks (PRNDY)	0.2	$4.6M		131k	35.30	View chart
Coloplast As- Un Common Stocks (CLPBY)	0.2	$3.8M		328k	11.53	View chart
Safran Sa-un Common Stocks (SAFRY)	0.2	$3.3M	+4%	75k	44.13	View chart
Adidas Ag- Common Stocks (ADDYY)	0.1	$2.7M	+7%	27k	101.65	View chart
Brookfield Asset Manage-cl A Common Stocks (BN)	0.1	$2.7M	+7%	68k	40.12	View chart
Alphabet Inc-cl A Common Stocks (GOOGL)	0.0	$831k		5.9k	139.69	View chart
Brookfield Asset Mgmt-a Common Stocks (BAM)	0.0	$770k	+21%	19k	40.17	View chart
Experian Plc-spons Common Stocks (EXPGY)	0.0	$257k		6.3k	40.74	View chart
Fanuc Corp-unsp Common Stocks (FANUY)	0.0	$156k		11k	14.63	View chart
Constellation Software Common Stocks (CNSWF)	0.0	$47k	NEW	19.00	2484.63	View chart
Accenture Plc Cl A Common Stocks (ACN)	0.0	$32k		90.00	350.91	View chart
Cellnex Telecom Sau-unsp Common Stocks (CLLNY)	0.0	$29k		1.5k	19.64	View chart
Sartorius Ag-vorzug Common Stocks (SUVPF)	0.0	$29k	NEW	77.00	373.00	View chart
Asml Holding Nv-ny Reg Common Stocks (ASML)	0.0	$27k		36.00	756.92	View chart
Dassault Sys S A Common Stocks (DASTY)	0.0	$25k		501.00	49.02	View chart
Air Liquide-un Common Stocks (AIQUY)	0.0	$24k		617.00	38.95	View chart
Markel Corp Common Stocks (MKL)	0.0	$20k	-99%	14.00	1419.93	View chart
Infineon Technologies Common Stocks (IFNNY)	0.0	$20k		468.00	41.85	View chart
Edenred Sa-unsp Common Stocks (EDNMY)	0.0	$20k		657.00	29.70	View chart
Novozymes A/s-unspons Common Stocks (NVZMY)	0.0	$16k		285.00	54.91	View chart
Reckitt Benckiser Group Common Stocks (RBGPF)	0.0	$14k		207.00	69.32	View chart
Air Products & Chemicals Common Stocks (APD)	0.0	$14k	-99%	52.00	273.81	View chart
Nestle Sa-reg Common Stocks (NSRGF)	0.0	$13k		113.00	115.95	View chart
Pernod Ricard Sa Common Stocks (PDRDF)	0.0	$7.2k		41.00	175.54	View chart
Topicus.com Inc-sub Voting Common Stocks (TOITF)	0.0	$2.7k	NEW	40.00	67.20	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 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
Mar Vista Investment Partners 2020 Q2 filed Aug. 13, 2020
Mar Vista Investment Partners 2020 Q1 filed May 14, 2020

View all past filings

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