Mar Vista Investment Partners

Mar Vista Investment Partners as of March 31, 2024

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