Mar Vista Investment Partners

Mar Vista Investment Partners as of Sept. 30, 2025

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Common Stocks (MSFT) 7.6 $87M 168k 517.95
Apple Common Stocks (AAPL) 6.0 $69M 270k 254.63
Oracle Corp Common Stocks (ORCL) 5.2 $60M 214k 281.24
Transdigm Group Common Stocks (TDG) 4.8 $55M 42k 1318.02
Amazon.com Common Stocks (AMZN) 4.7 $54M 248k 219.57
Nvidia Corp Common Stocks (NVDA) 4.7 $54M 292k 186.58
Amphenol Corp-cl A Common Stocks (APH) 4.4 $50M 407k 123.75
Linde Common Stocks (LIN) 4.2 $48M 101k 475.00
Alphabet Inc-cl C Common Stocks (GOOG) 4.1 $47M 195k 243.55
Moodys Corp Common Stocks (MCO) 3.8 $44M 92k 476.48
Intuit Common Stocks (INTU) 3.8 $43M 64k 682.91
Meta Platforms Inc-class A Common Stocks (META) 3.6 $42M 57k 734.38
Sap Se- Common Stocks (SAP) 3.3 $38M 141k 267.21
Visa Inc-class A Shares Common Stocks (V) 3.2 $37M 108k 341.38
Ametek Common Stocks (AME) 2.9 $34M 180k 188.00
Johnson & Johnson Common Stocks (JNJ) 2.9 $33M 180k 185.42
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 2.8 $33M 65k 502.74
Stryker Corp Common Stocks (SYK) 2.7 $31M 83k 369.67
Analog Devices Common Stocks (ADI) 2.6 $30M 123k 245.70
Veralto Corp Common Stocks (VLTO) 2.6 $30M 281k 106.61
Mettler-toledo International Common Stocks (MTD) 2.6 $30M 24k 1227.61
Salesforce Common Stocks (CRM) 2.5 $29M 124k 237.00
Broadcom Common Stocks (AVGO) 2.5 $29M 87k 329.91
General Electric Common Stocks (GE) 2.2 $25M 84k 300.82
Unilever Plc- Common Stocks (UL) 2.0 $23M 394k 59.28
Danaher Corp Common Stocks (DHR) 2.0 $23M 114k 198.26
Roper Technologies Common Stocks (ROP) 1.7 $20M 40k 498.69
American Tower Corp Common Stocks (AMT) 1.6 $19M 99k 192.32
Equifax Common Stocks (EFX) 1.5 $18M 69k 256.53
Heico Corp Common Stocks (HEI) 1.3 $15M 47k 322.82
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $200k 822.00 243.10
Nike Inc Cl B Common Stocks (NKE) 0.0 $40k 579.00 69.73