Mar Vista Investment Partners LLC Top Holdings and 13F Report (2025)

About Mar Vista Investment Partners LLC

Investment Activity

Mar Vista Investment Partners LLC has $1.22 billion in total holdings as of March 31, 2025.
Mar Vista Investment Partners LLC owns shares of 56 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 2.12% of the portfolio was purchased this quarter.
About 18.16% of the portfolio was sold this quarter.
This quarter, Mar Vista Investment Partners LLC has purchased 56 new stocks and bought additional shares in 2 stocks.
Mar Vista Investment Partners LLC sold shares of 50 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Microsoft: $77,775,928
TransDigm Group: $69,706,750
Apple: $58,669,420
Visa: $56,897,181
Amazon.com: $56,861,484

Largest New Holdings this Quarter

67066G104 - NVIDIA: $20,165,074 Holding

Largest Purchases this Quarter

NVIDIA: 186,059 shares (about $20.17M)
Stryker: 8,353 shares (about $3.11M)
VERALTO CORP: 25,757 shares (about $2.51M)

Largest Sales this Quarter

Apple: 104,293 shares (about $23.17M)
Meta Platforms: 31,564 shares (about $18.19M)
Visa: 34,532 shares (about $12.10M)
TransDigm Group: 8,627 shares (about $11.93M)
Amphenol: 180,811 shares (about $11.86M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$77,775,928	$4,216,005 ▼	-5.1%	207,187	6.4%	Computer and Technology
TDG TransDigm Group	$69,706,750	$11,933,643 ▼	-14.6%	50,392	5.7%	Aerospace
AAPL Apple	$58,669,420	$23,166,604 ▼	-28.3%	264,122	4.8%	Computer and Technology
V Visa	$56,897,181	$12,102,085 ▼	-17.5%	162,350	4.7%	Business Services
AMZN Amazon.com	$56,861,484	$9,952,881 ▼	-14.9%	298,862	4.7%	Retail/Wholesale
LINDE PLC	$51,252,529	$7,682,594 ▼	-13.0%	110,069	4.2%	COMMON STOCKS
SAP SAP	$48,146,056	$7,423,440 ▼	-13.4%	179,355	4.0%	Computer and Technology
INTU Intuit	$44,702,156	$3,626,225 ▼	-7.5%	72,806	3.7%	Computer and Technology
CRM Salesforce	$43,691,423	$7,962,241 ▼	-15.4%	162,809	3.6%	Computer and Technology
MCO Moody's	$43,086,570	$6,004,141 ▼	-12.2%	92,522	3.5%	Finance
GOOG Alphabet	$41,518,747	$1,341,235 ▼	-3.1%	265,754	3.4%	Computer and Technology
BRK.B Berkshire Hathaway	$40,633,191	$7,723,475 ▼	-16.0%	76,295	3.3%	Finance
META Meta Platforms	$39,139,455	$18,192,227 ▼	-31.7%	67,908	3.2%	Computer and Technology
ORCL Oracle	$37,663,556	$7,074,526 ▼	-15.8%	269,391	3.1%	Computer and Technology
AVGO Broadcom	$36,257,636	$7,777,291 ▼	-17.7%	216,554	3.0%	Computer and Technology
MTD Mettler-Toledo International	$35,585,542	$5,790,002 ▼	-14.0%	30,134	2.9%	Medical
SYK Stryker	$33,572,111	$3,109,404 ▲	10.2%	90,187	2.8%	Medical
AME AMETEK	$33,094,948	$287,646 ▼	-0.9%	192,256	2.7%	Computer and Technology
EFX Equifax	$31,877,376	$5,607,725 ▼	-15.0%	130,881	2.6%	Business Services
ADI Analog Devices	$31,531,911	$5,542,698 ▼	-15.0%	156,354	2.6%	Computer and Technology
UL Unilever	$31,030,254	$2,393,612 ▼	-7.2%	521,079	2.6%	Consumer Staples
JNJ Johnson & Johnson	$30,644,910	$6,177,374 ▼	-16.8%	184,786	2.5%	Medical
HEI HEICO	$29,505,525	$5,970,093 ▼	-16.8%	110,429	2.4%	Aerospace
DHR Danaher	$29,148,745	$642,265 ▼	-2.2%	142,189	2.4%	Medical
ADBE Adobe	$27,468,035	$6,564,883 ▼	-19.3%	71,619	2.3%	Computer and Technology
VERALTO CORP	$26,739,500	$2,510,020 ▲	10.4%	274,392	2.2%	COMMON STOCKS
APH Amphenol	$26,211,863	$11,859,394 ▼	-31.2%	399,632	2.2%	Computer and Technology
AMT American Tower	$26,073,267	$4,719,744 ▼	-15.3%	119,822	2.1%	Finance
ROP Roper Technologies	$24,172,190	$6,546,107 ▼	-21.3%	40,999	2.0%	Computer and Technology
NVDA NVIDIA	$20,165,074	$20,165,074 ▲	New Holding	186,059	1.7%	Computer and Technology
BN Brookfield	$6,470,381	$3,302 ▼	-0.1%	123,457	0.5%	Finance
NSRGY Nestlé	$5,575,276	$10,724 ▼	-0.2%	55,108	0.5%	Consumer Staples
CP Canadian Pacific Kansas City	$5,215,550	$8,004 ▼	-0.2%	74,285	0.4%	Transportation
SAFRY Safran	$4,885,381	$15,760 ▼	-0.3%	73,775	0.4%	Aerospace
CLPBY Coloplast A/S	$3,625,734	$6,689 ▼	-0.2%	345,308	0.3%	Medical
ADDYY adidas	$3,439,651	$4,955 ▼	-0.1%	29,157	0.3%	Consumer Discretionary
ASML ASML	$2,553,113	$7,952 ▼	-0.3%	3,853	0.2%	Computer and Technology
PERNOD RICARD SA - SPON ADR	$1,377,743	$4,059 ▼	-0.3%	69,583	0.1%	COMMON STOCKS
GOOGL Alphabet	$174,743	$14,536 ▼	-7.7%	1,130	0.0%	Computer and Technology
EXPGY Experian	$44,219	$9,605 ▼	-17.8%	953	0.0%	Business Services
NVZMY Novozymes A/S	$41,004	$8,762 ▼	-17.6%	702	0.0%	Basic Materials
NKE NIKE	$36,755		0.0%	579	0.0%	Consumer Discretionary
CNSWF Constellation Software	$28,494	$12,664 ▼	-30.8%	9	0.0%	Computer and Technology
FANUY FANUC	$24,766	$5,725 ▼	-18.8%	1,817	0.0%	Industrials
AIQUY L'Air Liquide	$24,713	$11,330 ▼	-31.4%	650	0.0%	Basic Materials
NVS Novartis	$23,076	$10,367 ▼	-31.0%	207	0.0%	Medical
CLLNY Cellnex Telecom	$20,231	$6,155 ▼	-23.3%	1,134	0.0%	Real Estate
SUVPF Sartorius Aktiengesellschaft	$15,232	$3,685 ▼	-19.5%	62	0.0%	Medical
IFNNY Infineon Technologies	$14,937	$6,823 ▼	-31.4%	451	0.0%	Computer and Technology
DASTY Dassault Systèmes	$14,535	$6,485 ▼	-30.9%	381	0.0%	Computer and Technology
ACN Accenture	$14,354	$13,730 ▼	-48.9%	46	0.0%	Computer and Technology
SARTORIUS AG-UNSP ADR	$14,174	$795 ▼	-5.3%	303	0.0%	COMMON STOCKS
NSRGF Nestlé	$11,389		0.0%	113	0.0%	Consumer Defensive
PDRDF Pernod Ricard	$4,092		0.0%	41	0.0%	Consumer Defensive
BAM Brookfield Asset Management	$2,955	$1,405 ▼	-32.2%	61	0.0%	Finance
TOPICUS.COM INC-SUB VOTING	$2,852	$1,082 ▼	-27.5%	29	0.0%	COMMON STOCKS
PEP PepsiCo	$0	$22,508,986 ▼	-100.0%	0	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Mar Vista Investment Partners LLC Top Holdings and 13F Report (2025)

About Mar Vista Investment Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Mar Vista Investment Partners LLC Top Holdings and 13F Report (2025)

About Mar Vista Investment Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMar Vista Investment Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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