Mar Vista Investment Partners

Mar Vista Investment Partners as of June 30, 2024

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