Mar Vista Investment Partners

Mar Vista Investment Partners as of June 30, 2025

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 57 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Common Stocks (MSFT) 7.6 $99M 199k 497.41
Transdigm Group Common Stocks (TDG) 5.3 $70M 46k 1520.64
Amazon.com Common Stocks (AMZN) 4.8 $62M 283k 219.39
Oracle Corp Common Stocks (ORCL) 4.4 $57M 263k 218.63
Intuit Common Stocks (INTU) 4.4 $57M 72k 787.63
Linde Common Stocks (LIN) 4.3 $57M 121k 469.18
Meta Platforms Inc-class A Common Stocks (META) 3.8 $50M 67k 738.09
Apple Common Stocks (AAPL) 3.8 $49M 239k 205.17
Moodys Corp Common Stocks (MCO) 3.6 $47M 93k 501.59
Broadcom Common Stocks (AVGO) 3.5 $46M 167k 275.65
Sap Se- Common Stocks (SAP) 3.4 $45M 147k 304.10
Amphenol Corp-cl A Common Stocks (APH) 3.2 $42M 423k 98.75
Salesforce Common Stocks (CRM) 3.1 $41M 151k 272.69
Visa Inc-class A Shares Common Stocks (V) 3.1 $40M 113k 355.05
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 2.9 $37M 77k 485.77
Nvidia Corp Common Stocks (NVDA) 2.8 $37M 232k 157.99
Analog Devices Common Stocks (ADI) 2.8 $37M 153k 238.02
Stryker Corp Common Stocks (SYK) 2.6 $34M 85k 395.63
Ametek Common Stocks (AME) 2.5 $33M 184k 180.96
Equifax Common Stocks (EFX) 2.5 $33M 127k 259.37
Unilever Plc- Common Stocks (UL) 2.4 $31M 514k 61.17
General Electric Common Stocks (GE) 2.3 $30M 117k 257.39
Mettler-toledo International Common Stocks (MTD) 2.3 $30M 25k 1174.72
Alphabet Inc-cl C Common Stocks (GOOG) 2.2 $29M 165k 177.39
Veralto Corp Common Stocks (VLTO) 2.2 $29M 288k 100.95
Johnson & Johnson Common Stocks (JNJ) 2.2 $29M 189k 152.75
Danaher Corp Common Stocks (DHR) 2.1 $28M 142k 197.54
American Tower Corp Common Stocks (AMT) 2.0 $27M 120k 221.02
Adobe Common Stocks (ADBE) 1.9 $24M 62k 386.88
Roper Technologies Common Stocks (ROP) 1.8 $24M 42k 566.84
Heico Corp Common Stocks (HEI) 1.2 $16M 48k 328.00
Brookfield Corp Common Stocks (BN) 0.6 $7.9M 129k 61.85
Safran Sa-un Common Stocks (SAFRY) 0.5 $6.3M 77k 81.67
Canadian Pacific Kansas City Common Stocks (CP) 0.5 $6.1M 77k 79.27
Nestle Sa-spons Common Stocks (NSRGY) 0.4 $5.7M 57k 99.32
Adidas Ag- Common Stocks (ADDYY) 0.3 $3.6M 30k 117.02
Coloplast As- Un Common Stocks (CLPBY) 0.3 $3.4M 359k 9.48
Asml Holding Nv-ny Reg Common Stocks (ASML) 0.2 $3.2M 4.0k 801.39
Pernod Ricard Sa - Common Stocks (PRNDY) 0.1 $1.5M 72k 20.04
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $133k 756.00 176.23
Novonesis Common Stocks (NVZMY) 0.0 $50k 702.00 71.64
Experian Plc-spons Common Stocks (EXPGY) 0.0 $49k 953.00 51.36
Nike Inc Cl B Common Stocks (NKE) 0.0 $41k 579.00 71.04
Constellation Software Common Stocks (CNSWF) 0.0 $33k 9.00 3669.78
Air Liquide-un Common Stocks (AIQUY) 0.0 $27k 650.00 41.30
Novartis Ag- Common Stocks (NVS) 0.0 $25k 207.00 121.01
Cellnex Telecom Sau-unsp Common Stocks (CLLNY) 0.0 $22k 1.1k 19.41
Infineon Technologies Common Stocks (IFNNY) 0.0 $19k 451.00 42.58
Sartorius Ag-vorzug Common Stocks (SUVPF) 0.0 $16k 62.00 259.02
Sartorius Ag-unsp Common Stocks (SOAGY) 0.0 $16k 303.00 51.30
Dassault Sys S A Common Stocks (DASTY) 0.0 $14k 381.00 36.21
Accenture Plc Cl A Common Stocks (ACN) 0.0 $14k 46.00 298.89
Fanuc Corp-unsp Common Stocks (FANUY) 0.0 $13k 917.00 13.59
Nestle Sa-reg Common Stocks (NSRGF) 0.0 $11k 113.00 98.16
Pernod Ricard Sa Common Stocks (PDRDF) 0.0 $4.0k 41.00 98.56
Topicus.com Inc-sub Voting Common Stocks (TOITF) 0.0 $3.6k 29.00 124.90
Brookfield Asset Mgmt-a Common Stocks (BAM) 0.0 $3.4k 61.00 55.28