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Mar Vista Investment Partners

Latest statistics and disclosures from Mar Vista Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AMZN, TDG, DIS, GOOG, and represent 25.75% of Mar Vista Investment Partners's stock portfolio.
Added to shares of these 10 stocks: EFX (+$22M), DHR (+$20M), MTD (+$14M), JNJ (+$13M), SBUX (+$11M), ADBE (+$10M), NKE, AMZN, SYK, CRM.
Started 2 new stock positions in EFX, Sartorius Ag-unsp.
Reduced shares in these 10 stocks: HON (-$50M), AAPL (-$28M), GXO (-$19M), RBGLY (-$5.9M), MSFT (-$5.8M), SAP, TDG, ORCL, V, APH.
Sold out of its positions in APD, HON, MKL, RBGLY, RBGPF.
Mar Vista Investment Partners was a net seller of stock by $-46M.
Mar Vista Investment Partners has $2.3B in assets under management (AUM), dropping by 4.60%.
Central Index Key (CIK): 0001419999

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Positions held by Mar Vista Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 60 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stocks (MSFT)	6.6	$152M	-3%	361k	420.72	View chart
Amazon.com Common Stocks (AMZN)	5.4	$124M	+3%	686k	180.38	View chart
Transdigm Group Common Stocks (TDG)	5.0	$115M	-3%	93k	1231.60	View chart
Walt Disney Co/the Common Stocks (DIS)	4.5	$103M	-2%	842k	122.36	View chart
Alphabet Inc-cl C Common Stocks (GOOG)	4.2	$96M		633k	152.26	View chart
Salesforce Common Stocks (CRM)	4.0	$93M	+2%	308k	301.18	View chart
Sap Se- Common Stocks (SAP)	3.8	$86M	-4%	441k	195.03	View chart
Oracle Corp Common Stocks (ORCL)	3.7	$85M	-4%	677k	125.61	View chart
Adobe Common Stocks (ADBE)	3.7	$85M	+13%	167k	504.60	View chart
American Tower Corp Common Stocks (AMT)	3.5	$80M	-2%	406k	197.59	View chart
Visa Inc-class A Shares Common Stocks (V)	3.3	$75M	-4%	268k	279.08	View chart
Microchip Technology Common Stocks (MCHP)	3.2	$74M	-3%	828k	89.71	View chart
Mettler-toledo International Common Stocks (MTD)	3.1	$72M	+23%	54k	1331.29	View chart
Analog Devices Common Stocks (ADI)	3.1	$71M	-3%	357k	197.79	View chart
Linde Common Stocks (LIN)	3.0	$69M		149k	464.32	View chart
Amphenol Corp-cl A Common Stocks (APH)	2.9	$67M	-4%	580k	115.35	View chart
Johnson & Johnson Common Stocks (JNJ)	2.9	$66M	+25%	416k	158.19	View chart
Gxo Logistics Common Stocks (GXO)	2.8	$64M	-22%	1.2M	53.76	View chart
Danaher Corp Common Stocks (DHR)	2.7	$63M	+46%	252k	249.72	View chart
Apple Common Stocks (AAPL)	2.7	$63M	-30%	366k	171.48	View chart
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B)	2.7	$62M	-3%	148k	420.52	View chart
Pepsico Common Stocks (PEP)	2.7	$62M	-3%	352k	175.01	View chart
Nike Inc Cl B Common Stocks (NKE)	2.6	$59M	+8%	630k	93.98	View chart
Intuit Common Stocks (INTU)	2.6	$59M	-4%	91k	650.00	View chart
Roper Technologies Common Stocks (ROP)	2.4	$55M	-4%	99k	560.84	View chart
Fortive Corp Common Stocks (FTV)	2.4	$55M	-2%	636k	86.02	View chart
Moodys Corp Common Stocks (MCO)	1.9	$45M	-3%	114k	393.03	View chart
Heico Corp Common Stocks (HEI)	1.9	$44M	-2%	228k	191.00	View chart
Starbucks Corp Common Stocks (SBUX)	1.7	$40M	+37%	439k	91.39	View chart
Veralto Corp Common Stocks (VLTO)	1.0	$23M	-4%	263k	88.66	View chart
Equifax Common Stocks (EFX)	0.9	$22M	NEW	81k	267.52	View chart
Stryker Corp Common Stocks (SYK)	0.4	$9.8M	+34%	27k	357.87	View chart
Ametek Common Stocks (AME)	0.4	$8.6M	+9%	47k	182.90	View chart
Unilever Plc- Common Stocks (UL)	0.3	$7.9M	+25%	157k	50.19	View chart
Nestle Sa-spons Common Stocks (NSRGY)	0.3	$6.4M	+30%	61k	106.20	View chart
Canadian Pacific Kansas City Common Stocks (CP)	0.3	$6.3M	+11%	72k	88.17	View chart
Novartis Ag- Common Stocks (NVS)	0.2	$5.0M		52k	96.73	View chart
Coloplast As- Un Common Stocks (CLPBY)	0.2	$4.8M	+7%	353k	13.53	View chart
Pernod Ricard Sa - Common Stocks (PRNDY)	0.2	$4.2M		131k	32.34	View chart
Safran Sa-un Common Stocks (SAFRY)	0.2	$4.2M		75k	56.65	View chart
Adidas Ag- Common Stocks (ADDYY)	0.1	$3.0M		27k	112.08	View chart
Brookfield Asset Manage-cl A Common Stocks (BN)	0.1	$2.9M		68k	41.87	View chart
Brookfield Asset Mgmt-a Common Stocks (BAM)	0.0	$805k		19k	42.02	View chart
Alphabet Inc-cl A Common Stocks (GOOGL)	0.0	$441k	-50%	2.9k	150.93	View chart
Experian Plc-spons Common Stocks (EXPGY)	0.0	$281k	+2%	6.5k	43.54	View chart
Novozymes A/s-unspons Common Stocks (NVZMY)	0.0	$267k	+1490%	4.5k	58.86	View chart
Fanuc Corp-unsp Common Stocks (FANUY)	0.0	$211k	+41%	15k	13.93	View chart
Sartorius Ag-unsp Common Stocks	0.0	$126k	NEW	1.6k	80.44	View chart
Constellation Software Common Stocks (CNSWF)	0.0	$52k		19.00	2734.53	View chart
Asml Holding Nv-ny Reg Common Stocks (ASML)	0.0	$35k		36.00	970.47	View chart
Accenture Plc Cl A Common Stocks (ACN)	0.0	$31k		90.00	346.61	View chart
Sartorius Ag-vorzug Common Stocks (SUVPF)	0.0	$30k		77.00	393.00	View chart
Cellnex Telecom Sau-unsp Common Stocks (CLLNY)	0.0	$26k		1.5k	17.62	View chart
Air Liquide-un Common Stocks (AIQUY)	0.0	$26k		617.00	41.69	View chart
Edenred Sa-unsp Common Stocks (EDNMY)	0.0	$24k	+37%	902.00	26.77	View chart
Dassault Sys S A Common Stocks (DASTY)	0.0	$22k		501.00	44.28	View chart
Infineon Technologies Common Stocks (IFNNY)	0.0	$16k		468.00	34.02	View chart
Nestle Sa-reg Common Stocks (NSRGF)	0.0	$12k		113.00	106.18	View chart
Pernod Ricard Sa Common Stocks (PDRDF)	0.0	$6.6k		41.00	161.24	View chart
Topicus.com Inc-sub Voting Common Stocks (TOITF)	0.0	$3.5k		40.00	88.60	View chart

Past Filings by Mar Vista Investment Partners

SEC 13F filings are viewable for Mar Vista Investment Partners going back to 2010

Mar Vista Investment Partners 2024 Q1 filed May 13, 2024
Mar Vista Investment Partners 2023 Q4 filed Feb. 8, 2024
Mar Vista Investment Partners 2023 Q3 filed Nov. 13, 2023
Mar Vista Investment Partners 2023 Q2 filed Aug. 11, 2023
Mar Vista Investment Partners 2023 Q1 filed May 11, 2023
Mar Vista Investment Partners 2022 Q4 filed Feb. 13, 2023
Mar Vista Investment Partners 2022 Q3 filed Nov. 9, 2022
Mar Vista Investment Partners 2022 Q2 filed Aug. 12, 2022
Mar Vista Investment Partners 2022 Q1 filed May 13, 2022
Mar Vista Investment Partners 2021 Q4 filed Feb. 11, 2022
Mar Vista Investment Partners 2021 Q3 filed Nov. 15, 2021
Mar Vista Investment Partners 2021 Q2 filed Aug. 13, 2021
Mar Vista Investment Partners 2021 Q1 filed May 17, 2021
Mar Vista Investment Partners 2020 Q4 filed Feb. 16, 2021
Mar Vista Investment Partners 2020 Q3 filed Nov. 16, 2020
Mar Vista Investment Partners 2020 Q2 filed Aug. 13, 2020

View all past filings

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