Mar Vista Investment Partners

Mar Vista Investment Partners as of Sept. 30, 2024

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 59 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Microsoft Corp Common Stocks (MSFT) 6.5 $102M 237k 430.30
Apple Common Stocks (AAPL) 5.9 $93M 398k 233.00
Transdigm Group Common Stocks (TDG) 5.6 $88M 61k 1427.13
American Tower Corp Common Stocks (AMT) 4.5 $71M 305k 232.56
Amazon.com Common Stocks (AMZN) 4.4 $69M 370k 186.33
Linde Common Stocks (LIN) 4.1 $65M 136k 476.86
Oracle Corp Common Stocks (ORCL) 3.6 $56M 331k 170.40
Salesforce Common Stocks (CRM) 3.5 $56M 203k 273.71
Visa Inc-class A Shares Common Stocks (V) 3.5 $55M 201k 274.95
Mettler-toledo International Common Stocks (MTD) 3.3 $52M 35k 1499.70
Sap Se- Common Stocks (SAP) 3.2 $50M 219k 229.10
Moodys Corp Common Stocks (MCO) 3.2 $50M 104k 474.59
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 2.8 $45M 97k 460.26
Alphabet Inc-cl C Common Stocks (GOOG) 2.8 $44M 263k 167.19
Adobe Common Stocks (ADBE) 2.8 $43M 84k 517.78
Danaher Corp Common Stocks (DHR) 2.7 $42M 150k 278.02
Meta Platforms Inc-class A Common Stocks (META) 2.6 $41M 72k 572.44
Walt Disney Co/the Common Stocks (DIS) 2.5 $40M 411k 96.19
Analog Devices Common Stocks (ADI) 2.5 $39M 170k 230.17
Broadcom Common Stocks (AVGO) 2.5 $38M 223k 172.50
Johnson & Johnson Common Stocks (JNJ) 2.4 $38M 234k 162.06
Heico Corp Common Stocks (HEI) 2.4 $38M 144k 261.48
Intuit Common Stocks (INTU) 2.4 $37M 60k 621.00
Roper Technologies Common Stocks (ROP) 2.3 $35M 64k 556.44
Gxo Logistics Common Stocks (GXO) 2.2 $34M 651k 52.07
Equifax Common Stocks (EFX) 2.1 $33M 111k 293.86
Amphenol Corp-cl A Common Stocks (APH) 2.0 $31M 473k 65.16
Unilever Plc- Common Stocks (UL) 1.8 $28M 428k 64.96
Pepsico Common Stocks (PEP) 1.7 $26M 153k 170.05
Stryker Corp Common Stocks (SYK) 1.6 $26M 71k 361.26
Veralto Corp Common Stocks (VLTO) 1.6 $25M 226k 111.86
Microchip Technology Common Stocks (MCHP) 1.6 $25M 308k 80.29
Ametek Common Stocks (AME) 1.5 $24M 140k 171.71
Canadian Pacific Kansas City Common Stocks (CP) 0.4 $6.0M 70k 85.54
Nestle Sa-spons Common Stocks (NSRGY) 0.4 $5.8M 58k 100.67
Coloplast As- Un Common Stocks (CLPBY) 0.3 $4.3M 327k 13.09
Safran Sa-un Common Stocks (SAFRY) 0.3 $4.1M 70k 58.88
Brookfield Corp Common Stocks (BN) 0.2 $3.9M 73k 53.15
Adidas Ag- Common Stocks (ADDYY) 0.2 $3.8M 29k 132.69
Pernod Ricard Sa - Common Stocks (PRNDY) 0.2 $3.7M 122k 30.34
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $209k 1.3k 165.85
Novonesis Common Stocks (NVZMY) 0.0 $53k 737.00 72.01
Nike Inc Cl B Common Stocks (NKE) 0.0 $51k 579.00 88.40
Experian Plc-spons Common Stocks (EXPGY) 0.0 $50k 939.00 52.68
Constellation Software Common Stocks (CNSWF) 0.0 $42k 13.00 3254.08
Novartis Ag- Common Stocks (NVS) 0.0 $35k 300.00 115.02
Air Liquide-un Common Stocks (AIQUY) 0.0 $33k 858.00 38.65
Accenture Plc Cl A Common Stocks (ACN) 0.0 $32k 90.00 353.48
Fanuc Corp-unsp Common Stocks (FANUY) 0.0 $31k 2.1k 14.61
Asml Holding Nv-ny Reg Common Stocks (ASML) 0.0 $30k 36.00 833.25
Cellnex Telecom Sau-unsp Common Stocks (CLLNY) 0.0 $30k 1.5k 20.17
Infineon Technologies Common Stocks (IFNNY) 0.0 $21k 598.00 35.12
Sartorius Ag-vorzug Common Stocks (SUVPF) 0.0 $20k 77.00 258.26
Dassault Sys S A Common Stocks (DASTY) 0.0 $20k 501.00 39.66
Edenred Sa-unsp Common Stocks (EDNMY) 0.0 $16k 902.00 18.00
Nestle Sa-reg Common Stocks (NSRGF) 0.0 $11k 113.00 100.34
Pernod Ricard Sa Common Stocks (PDRDF) 0.0 $6.2k 41.00 150.34
Brookfield Asset Mgmt-a Common Stocks (BAM) 0.0 $3.9k 82.00 47.29
Topicus.com Inc-sub Voting Common Stocks (TOITF) 0.0 $3.8k 40.00 94.40