Mar Vista Investment Partners

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

  • Top 5 stock holdings are GOOG, MSFT, MCHP, MKL, AMZN, and represent 23.20% of Mar Vista Investment Partners's stock portfolio.
  • Added to shares of these 10 stocks: GXO (+$71M), APD (+$38M), ADBE (+$34M), MCHP (+$33M), JNJ (+$9.4M), MCO (+$8.8M), MTD (+$6.4M), LIN (+$5.8M), TDG (+$5.6M), APH (+$5.6M).
  • Started 2 new stock positions in GXO, TFX.
  • Reduced shares in these 10 stocks: PYPL (-$94M), BRK.B (-$83M), AAPL (-$72M), NFLX (-$48M), UL (-$45M), INTU (-$30M), FB (-$25M), FRC (-$20M), AMZN (-$6.1M), GOOG.
  • Sold out of its positions in PYPL, CLNXF.
  • Mar Vista Investment Partners was a net seller of stock by $-157M.
  • Mar Vista Investment Partners has $3.2B in assets under management (AUM), dropping by -13.86%.
  • Central Index Key (CIK): 0001419999

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Portfolio Holdings for Mar Vista Investment Partners

Companies in the Mar Vista Investment Partners portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc-cl C Common Stocks (GOOG) 4.9 $155M 56k 2792.99
Microsoft Corp Common Stocks (MSFT) 4.7 $151M +3% 490k 308.31
Microchip Technology Common Stocks (MCHP) 4.7 $148M +28% 2.0M 75.14
Markel Corp Common Stocks (MKL) 4.6 $148M +2% 100k 1475.24
Amazon.com Common Stocks (AMZN) 4.3 $137M -4% 42k 3259.94
Adobe Common Stocks (ADBE) 4.3 $136M +33% 298k 455.62
Air Products & Chemicals Common Stocks (APD) 4.2 $135M +39% 540k 249.91
Apple Common Stocks (AAPL) 4.2 $134M -34% 770k 174.61
Transdigm Group Common Stocks (TDG) 4.2 $133M +4% 205k 651.54
Schwab Charles Corp Common Stocks (SCHW) 4.0 $127M +3% 1.5M 84.31
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 3.8 $120M -40% 340k 352.91
American Tower Corp Common Stocks (AMT) 3.6 $113M +2% 452k 251.22
Johnson & Johnson Common Stocks (JNJ) 3.3 $106M +9% 595k 177.23
First Republic Bank Common Stocks (FRC) 3.3 $104M -15% 642k 162.10

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Moodys Corp Common Stocks (MCO) 3.3 $104M +9% 307k 337.41
Honeywell International Common Stocks (HON) 3.0 $95M +3% 488k 194.58
Intuit Common Stocks (INTU) 2.9 $93M -24% 194k 480.84
Visa Inc-class A Shares Common Stocks (V) 2.8 $90M +5% 404k 221.77
Mettler-toledo International Common Stocks (MTD) 2.8 $88M +7% 64k 1373.19
Nike Inc Cl B Common Stocks (NKE) 2.4 $77M 569k 134.56
Roper Technologies Common Stocks (ROP) 2.3 $72M +3% 153k 472.23
Salesforce Common Stocks (CRM) 2.3 $72M +6% 340k 212.32
Gxo Logistics Common Stocks (GXO) 2.2 $71M NEW 997k 71.34
Linde Common Stocks (LIN) 2.1 $68M +9% 212k 319.43
Amphenol Corp-cl A Common Stocks (APH) 2.0 $65M +9% 866k 75.35
Pepsico Common Stocks (PEP) 2.0 $63M +7% 375k 167.38
Vontier Corp Common Stocks (VNT) 1.8 $59M 2.3M 25.39
Fortive Corp Common Stocks (FTV) 1.8 $57M +8% 928k 60.93
Sap Se- Common Stocks (SAP) 1.7 $53M 477k 110.96
Us Bancorp Common Stocks (USB) 1.6 $50M +9% 941k 53.15
Meta Platforms Common Stocks (FB) 1.1 $36M -41% 161k 222.36
Ecolab Common Stocks (ECL) 1.1 $34M +2% 190k 176.56
Starbucks Corp Common Stocks (SBUX) 1.0 $31M +7% 336k 90.97
Nestle Sa-spons Common Stocks (NSRGY) 0.3 $8.5M +9% 65k 130.62
Medtronic Common Stocks (MDT) 0.2 $7.2M 65k 110.96
Canadian Pacific Railway Common Stocks (CP) 0.2 $7.1M +11% 87k 82.54
Ametek Common Stocks (AME) 0.2 $5.7M 43k 133.17
Novartis Ag- Common Stocks (NVS) 0.1 $4.2M +12% 48k 87.76
Adidas Ag- Common Stocks (ADDYY) 0.1 $4.2M +12% 36k 117.90
Reckitt Benckiser- Common Stocks (RBGLY) 0.1 $4.0M +13% 259k 15.36
Pernod Ricard Sa - Common Stocks (PRNDY) 0.1 $3.9M +15% 89k 44.35
Taiwan Semiconductor-sp Common Stocks (TSM) 0.1 $3.3M +15% 32k 104.27
Coloplast As- Un Common Stocks (CLPBY) 0.1 $3.3M +17% 216k 15.32
Brookfield Asset Manage-cl A Common Stocks (BAM) 0.1 $3.3M +18% 58k 56.57
Cellnex Telecom Sa Common Stocks 0.1 $2.2M 45k 48.38
Fanuc Corp Common Stocks 0.1 $2.0M 11k 177.87
Safran Sa-un Common Stocks (SAFRY) 0.1 $2.0M +21% 67k 29.83
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $1.4M -3% 518.00 2781.85
Abbott Laboratories Common Stocks (ABT) 0.0 $1.1M -4% 9.1k 118.35
Fanuc Corp-unsp Common Stocks (FANUY) 0.0 $277k +2% 16k 17.84
Constellation Software Common Stocks (CNSWF) 0.0 $40k -69% 23.00 1739.13
Cellnex Telecom Sau-unsp Common Stocks (CLLNY) 0.0 $34k 1.4k 24.15
Accenture Plc Cl A Common Stocks (ACN) 0.0 $30k -69% 90.00 333.33
Reckitt Benckiser Group Common Stocks (RBGPF) 0.0 $24k -58% 324.00 74.07
Asml Holding Nv-ny Reg Common Stocks (ASML) 0.0 $24k -69% 36.00 666.67
Dassault Sys S A Common Stocks (DASTY) 0.0 $24k -69% 475.00 50.53
Nestle Sa-reg Common Stocks (NSRGF) 0.0 $20k -79% 156.00 128.21
Infineon Technologies Common Stocks (IFNNY) 0.0 $19k -69% 564.00 33.69
Edenred Sa-unsp Common Stocks (EDNMY) 0.0 $16k -69% 621.00 25.76
Sartorius Ag-vorzug Common Stocks (SUVPF) 0.0 $16k -70% 46.00 347.83
Novozymes A/s-unspons Common Stocks (NVZMY) 0.0 $15k -69% 222.00 67.57
Air Liquide-un Common Stocks (AIQUY) 0.0 $15k -69% 432.00 34.72
Svenska Handelsb-a-unsp Common Stocks (SVNLY) 0.0 $14k -69% 3.0k 4.64
Lancashire Holdings Common Stocks (LCSHF) 0.0 $9.0k -69% 1.6k 5.47
Pernod Ricard Sa Common Stocks (PDRDF) 0.0 $9.0k -83% 41.00 219.51
Netflix Common Stocks (NFLX) 0.0 $6.0k -99% 17.00 352.94
Teleflex Common Stocks (TFX) 0.0 $6.0k NEW 16.00 375.00
Unilever Plc- Common Stocks (UL) 0.0 $6.0k -99% 142.00 42.25
Topicus.com Inc-sub Voting Common Stocks (TOITF) 0.0 $3.0k -70% 40.00 75.00

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