Mar Vista Investment Partners

Mar Vista Investment Partners as of March 31, 2022

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 69 positions in its portfolio as reported in 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 490k 308.31
Microchip Technology Common Stocks (MCHP) 4.7 $148M 2.0M 75.14
Markel Corp Common Stocks (MKL) 4.6 $148M 100k 1475.24
Amazon.com Common Stocks (AMZN) 4.3 $137M 42k 3259.94
Adobe Common Stocks (ADBE) 4.3 $136M 298k 455.62
Air Products & Chemicals Common Stocks (APD) 4.2 $135M 540k 249.91
Apple Common Stocks (AAPL) 4.2 $134M 770k 174.61
Transdigm Group Common Stocks (TDG) 4.2 $133M 205k 651.54
Schwab Charles Corp Common Stocks (SCHW) 4.0 $127M 1.5M 84.31
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 3.8 $120M 340k 352.91
American Tower Corp Common Stocks (AMT) 3.6 $113M 452k 251.22
Johnson & Johnson Common Stocks (JNJ) 3.3 $106M 595k 177.23
First Republic Bank Common Stocks (FRCB) 3.3 $104M 642k 162.10
Moodys Corp Common Stocks (MCO) 3.3 $104M 307k 337.41
Honeywell International Common Stocks (HON) 3.0 $95M 488k 194.58
Intuit Common Stocks (INTU) 2.9 $93M 194k 480.84
Visa Inc-class A Shares Common Stocks (V) 2.8 $90M 404k 221.77
Mettler-toledo International Common Stocks (MTD) 2.8 $88M 64k 1373.19
Nike Inc Cl B Common Stocks (NKE) 2.4 $77M 569k 134.56
Roper Technologies Common Stocks (ROP) 2.3 $72M 153k 472.23
Salesforce Common Stocks (CRM) 2.3 $72M 340k 212.32
Gxo Logistics Common Stocks (GXO) 2.2 $71M 997k 71.34
Linde Common Stocks 2.1 $68M 212k 319.43
Amphenol Corp-cl A Common Stocks (APH) 2.0 $65M 866k 75.35
Pepsico Common Stocks (PEP) 2.0 $63M 375k 167.38
Vontier Corp Common Stocks (VNT) 1.8 $59M 2.3M 25.39
Fortive Corp Common Stocks (FTV) 1.8 $57M 928k 60.93
Sap Se- Common Stocks (SAP) 1.7 $53M 477k 110.96
Us Bancorp Common Stocks (USB) 1.6 $50M 941k 53.15
Meta Platforms Common Stocks (META) 1.1 $36M 161k 222.36
Ecolab Common Stocks (ECL) 1.1 $34M 190k 176.56
Starbucks Corp Common Stocks (SBUX) 1.0 $31M 336k 90.97
Nestle Sa-spons Common Stocks (NSRGY) 0.3 $8.5M 65k 130.62
Medtronic Common Stocks (MDT) 0.2 $7.2M 65k 110.96
Canadian Pacific Railway Common Stocks 0.2 $7.1M 87k 82.54
Ametek Common Stocks (AME) 0.2 $5.7M 43k 133.17
Novartis Ag- Common Stocks (NVS) 0.1 $4.2M 48k 87.76
Adidas Ag- Common Stocks (ADDYY) 0.1 $4.2M 36k 117.90
Reckitt Benckiser- Common Stocks (RBGLY) 0.1 $4.0M 259k 15.36
Pernod Ricard Sa - Common Stocks (PRNDY) 0.1 $3.9M 89k 44.35
Taiwan Semiconductor-sp Common Stocks (TSM) 0.1 $3.3M 32k 104.27
Coloplast As- Un Common Stocks (CLPBY) 0.1 $3.3M 216k 15.32
Brookfield Asset Manage-cl A Common Stocks 0.1 $3.3M 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 67k 29.83
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $1.4M 518.00 2781.85
Abbott Laboratories Common Stocks (ABT) 0.0 $1.1M 9.1k 118.35
Fanuc Corp-unsp Common Stocks (FANUY) 0.0 $277k 16k 17.84
Constellation Software Common Stocks (CNSWF) 0.0 $40k 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 90.00 333.33
Reckitt Benckiser Group Common Stocks (RBGPF) 0.0 $24k 324.00 74.07
Asml Holding Nv-ny Reg Common Stocks (ASML) 0.0 $24k 36.00 666.67
Dassault Sys S A Common Stocks (DASTY) 0.0 $24k 475.00 50.53
Nestle Sa-reg Common Stocks (NSRGF) 0.0 $20k 156.00 128.21
Infineon Technologies Common Stocks (IFNNY) 0.0 $19k 564.00 33.69
Edenred Sa-unsp Common Stocks (EDNMY) 0.0 $16k 621.00 25.76
Sartorius Ag-vorzug Common Stocks (SUVPF) 0.0 $16k 46.00 347.83
Novozymes A/s-unspons Common Stocks (NVZMY) 0.0 $15k 222.00 67.57
Air Liquide-un Common Stocks (AIQUY) 0.0 $15k 432.00 34.72
Svenska Handelsb-a-unsp Common Stocks (SVNLY) 0.0 $14k 3.0k 4.64
Lancashire Holdings Common Stocks (LCSHF) 0.0 $9.0k 1.6k 5.47
Pernod Ricard Sa Common Stocks (PDRDF) 0.0 $9.0k 41.00 219.51
Netflix Common Stocks (NFLX) 0.0 $6.0k 17.00 352.94
Teleflex Common Stocks (TFX) 0.0 $6.0k 16.00 375.00
Unilever Plc- Common Stocks (UL) 0.0 $6.0k 142.00 42.25
Topicus.com Inc-sub Voting Common Stocks (TOITF) 0.0 $3.0k 40.00 75.00