Mar Vista Investment Partners LLC Top Holdings and 13F Report (2025) About Mar Vista Investment Partners LLCInvestment ActivityMar Vista Investment Partners LLC has $1.31 billion in total holdings as of June 30, 2025.Mar Vista Investment Partners LLC owns shares of 57 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 3.78% of the portfolio was purchased this quarter.About 9.19% of the portfolio was sold this quarter.This quarter, Mar Vista Investment Partners LLC has purchased 56 new stocks and bought additional shares in 17 stocks.Mar Vista Investment Partners LLC sold shares of 23 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $99,154,207Transdigm Group $69,526,702Amazon.com $62,030,987Oracle $57,409,177Intuit $56,925,958 Largest New Holdings this Quarter 369604301 - GE Aerospace $30,216,042 Holding Largest Purchases this Quarter GE Aerospace 117,394 shares (about $30.22M)NVIDIA 45,536 shares (about $7.19M)LINDE PLC 10,717 shares (about $5.03M)Amphenol 23,563 shares (about $2.33M)VERALTO CORP 13,228 shares (about $1.34M) Largest Sales this Quarter Heico 62,947 shares (about $20.65M)Alphabet 101,177 shares (about $17.95M)Visa 48,918 shares (about $17.37M)Broadcom 49,785 shares (about $13.72M)SAP 31,990 shares (about $9.73M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMar Vista Investment Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$99,154,207$3,902,679 ▼-3.8%199,3417.6%Computer and TechnologyTDGTransdigm Group$69,526,702$7,101,389 ▼-9.3%45,7225.3%AerospaceAMZNAmazon.com$62,030,987$3,536,347 ▼-5.4%282,7434.8%Retail/WholesaleORCLOracle$57,409,177$1,487,777 ▼-2.5%262,5864.4%Computer and TechnologyINTUIntuit$56,925,958$418,232 ▼-0.7%72,2754.4%Computer and TechnologyLINDE PLC$56,670,375$5,028,202 ▲9.7%120,7864.3%COMMON STOCKSMETAMeta Platforms$49,662,386$459,830 ▼-0.9%67,2853.8%Computer and TechnologyAAPLApple$49,046,709$5,143,202 ▼-9.5%239,0543.8%Computer and TechnologyMCOMoody's$46,864,055$455,945 ▲1.0%93,4313.6%FinanceAVGOBroadcom$45,969,875$13,723,235 ▼-23.0%166,7693.5%Computer and TechnologySAPSAP$44,813,697$9,728,159 ▼-17.8%147,3653.4%Computer and TechnologyAPHAmphenol$41,790,506$2,326,846 ▲5.9%423,1953.2%Computer and TechnologyCRMSalesforce$41,063,296$3,333,090 ▼-7.5%150,5863.1%Computer and TechnologyVVisa$40,274,032$17,368,336 ▼-30.1%113,4323.1%Business ServicesBRK.BBerkshire Hathaway$37,402,833$341,011 ▲0.9%76,9972.9%FinanceNVDANVIDIA$36,589,694$7,194,233 ▲24.5%231,5952.8%Computer and TechnologyADIAnalog Devices$36,508,222$707,157 ▼-1.9%153,3832.8%Computer and TechnologySYKStryker$33,573,953$2,106,730 ▼-5.9%84,8622.6%MedicalAMEAMETEK$33,248,143$1,542,503 ▼-4.4%183,7322.5%Computer and TechnologyEFXEquifax$33,014,429$932,176 ▼-2.7%127,2872.5%Business ServicesULUnilever$31,418,441$455,961 ▼-1.4%513,6252.4%Consumer StaplesGEGE Aerospace$30,216,042$30,216,042 ▲New Holding117,3942.3%AerospaceMTDMettler-Toledo International$29,553,606$5,845,407 ▼-16.5%25,1582.3%MedicalGOOGAlphabet$29,194,314$17,947,788 ▼-38.1%164,5772.2%Computer and TechnologyVERALTO CORP$29,035,239$1,335,367 ▲4.8%287,6202.2%COMMON STOCKSJNJJohnson & Johnson$28,937,113$711,051 ▲2.5%189,4412.2%MedicalDHRDanaher$28,052,260$35,755 ▼-0.1%142,0082.1%MedicalAMTAmerican Tower$26,484,164$1,105 ▲0.0%119,8272.0%FinanceADBEAdobe$24,159,495$3,548,463 ▼-12.8%62,4471.9%Computer and TechnologyROPRoper Technologies$23,568,640$328,767 ▲1.4%41,5791.8%Computer and TechnologyHEIHeico$15,574,096$20,646,616 ▼-57.0%47,4821.2%AerospaceBNBrookfield$7,945,004$309,188 ▲4.0%128,4560.6%FinanceSAFRYSafran$6,268,009$242,805 ▲4.0%76,7480.5%AerospaceCPCanadian Pacific Kansas City$6,126,620$238,048 ▲4.0%77,2880.5%TransportationNSRGYNestle$5,694,711$221,384 ▲4.0%57,3370.4%Consumer StaplesADDYYAdidas$3,550,036$138,084 ▲4.0%30,3370.3%Consumer DiscretionaryCLPBYColoplast A/S$3,405,728$132,208 ▲4.0%359,2540.3%MedicalASMLASML$3,211,971$124,215 ▲4.0%4,0080.2%Computer and TechnologyPERNOD RICARD SA - SPON ADR$1,450,796$56,352 ▲4.0%72,3950.1%COMMON STOCKSGOOGLAlphabet$133,230$65,910 ▼-33.1%7560.0%Computer and TechnologyNVZMYNovozymes A/S$50,2910.0%7020.0%Basic MaterialsEXPGYExperian$48,9460.0%9530.0%Business ServicesNKENIKE$41,1320.0%5790.0%Consumer DiscretionaryCNSWFConstellation Software$33,0280.0%90.0%Computer and TechnologyAIQUYAir Liquide$26,8450.0%6500.0%Basic MaterialsNVSNovartis$25,0490.0%2070.0%MedicalCLLNYCellnex Telecom$22,0110.0%1,1340.0%Real EstateIFNNYInfineon Technologies$19,2040.0%4510.0%Computer and TechnologySUVPFSartorius Aktiengesellschaft$16,0590.0%620.0%MedicalSARTORIUS AG-UNSP ADR$15,5440.0%3030.0%COMMON STOCKSDASTYDassault Systemes$13,7960.0%3810.0%Computer and TechnologyACNAccenture$13,7490.0%460.0%Computer and TechnologyFANUYFanuc$12,462$12,231 ▼-49.5%9170.0%IndustrialsNSRGFNestlé$11,0920.0%1130.0%Consumer DefensivePDRDFPernod Ricard$4,0410.0%410.0%Consumer DefensiveTOPICUS.COM INC-SUB VOTING$3,6220.0%290.0%COMMON STOCKSBAMBrookfield Asset Management$3,3720.0%610.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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