Filed: 11/9/2022ACC: 0001214659-22-013302
📋 What this filing means
MAR VISTA INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $2.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$2.24M
Total AUM (reported)
19.55M
Total Shares
Allocation by class
COMMON STOCKS$2.24M100.0%
Portfolio Concentration
Top 3$337.9K15.1%
4–10$650.2K29.0%
11–25$943.5K42.1%
Rest$306.9K13.7%
Top 3 weight
15.1%
Top 10 weight
44.1%
Voting Authority Distribution
Total shares with voting rights: 19.55M
Sole
Full voting authority
12.67M
shares
% of voting shares64.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.89M
shares
% of voting shares35.2%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeSole · 64.8% of voting shares
Institutional Holdings63
Rows:
MICROSOFT CORP
SOLEShares508.46K
TypeSH
Market value$118.4K
5.29%
Sole
334.09K
Shared
0.00
None
174.37K
AIR PRODUCTS & CHEMICALS INC
SOLEShares481.30K
TypeSH
Market value$112.0K
5.00%
Sole
309.68K
Shared
0.00
None
171.61K
MICROCHIP TECHNOLOGY INC
SOLEShares1.76M
TypeSH
Market value$107.5K
4.80%
Sole
1.14M
Shared
0.00
None
619.10K
MARKEL CORP
SOLEShares89.88K
TypeSH
Market value$97.4K
4.35%
Sole
57.91K
Shared
0.00
None
31.97K
SCHWAB CHARLES CORP
SOLEShares1.34M
TypeSH
Market value$96.5K
4.31%
Sole
853.50K
Shared
0.00
None
488.69K
APPLE INC
SOLEShares688.54K
TypeSH
Market value$95.2K
4.25%
Sole
443.63K
Shared
0.00
None
244.91K
TRANSDIGM GROUP INC
SOLEShares180.78K
TypeSH
Market value$94.9K
4.24%
Sole
117.69K
Shared
0.00
None
63.10K
ALPHABET INC-CL C
SOLEShares977.96K
TypeSH
Market value$94.0K
4.20%
Sole
631.09K
Shared
0.00
None
346.87K
AMERICAN TOWER CORP
SOLEShares404.37K
TypeSH
Market value$86.8K
3.88%
Sole
261.29K
Shared
0.00
None
143.08K
JOHNSON & JOHNSON
SOLEShares523.10K
TypeSH
Market value$85.5K
3.82%
Sole
358.51K
Shared
0.00
None
164.59K
AMAZON.COM INC
SOLEShares739.45K
TypeSH
Market value$83.6K
3.73%
Sole
479.59K
Shared
0.00
None
259.86K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares297.94K
TypeSH
Market value$79.6K
3.55%
Sole
192.98K
Shared
0.00
None
104.96K
FIRST REPUBLIC BANK/CA
SOLEShares575.36K
TypeSH
Market value$75.1K
3.36%
Sole
350.51K
Shared
0.00
None
224.85K
ADOBE INC
SOLEShares264.85K
TypeSH
Market value$72.9K
3.26%
Sole
169.52K
Shared
0.00
None
95.33K
HONEYWELL INTERNATIONAL INC
SOLEShares422.32K
TypeSH
Market value$70.5K
3.15%
Sole
303.85K
Shared
0.00
None
118.47K
MOODYS CORP
SOLEShares274.75K
TypeSH
Market value$66.8K
2.98%
Sole
166.83K
Shared
0.00
None
107.92K
VISA INC-CLASS A SHARES
SOLEShares360.86K
TypeSH
Market value$64.1K
2.86%
Sole
219.16K
Shared
0.00
None
141.71K
METTLER-TOLEDO INTERNATIONAL
SOLEShares57.23K
TypeSH
Market value$62.0K
2.77%
Sole
36.26K
Shared
0.00
None
20.96K
WALT DISNEY CO/THE
SOLEShares643.35K
TypeSH
Market value$60.7K
2.71%
Sole
415.57K
Shared
0.00
None
227.78K
PEPSICO INC
SOLEShares335.86K
TypeSH
Market value$54.8K
2.45%
Sole
205.40K
Shared
0.00
None
130.46K
SAP SE-SPONSORED ADR
SOLEShares663.56K
TypeSH
Market value$53.9K
2.41%
Sole
414.15K
Shared
0.00
None
249.41K
AMPHENOL CORP-CL A
SOLEShares774.14K
TypeSH
Market value$51.8K
2.32%
Sole
471.27K
Shared
0.00
None
302.87K
LINDE PLC
SOLEShares189.12K
TypeSH
Market value$51.0K
2.28%
Sole
114.59K
Shared
0.00
None
74.53K
FORTIVE CORP
SOLEShares835.21K
TypeSH
Market value$48.7K
2.18%
Sole
515.88K
Shared
0.00
None
319.33K
ROPER TECHNOLOGIES INC
SOLEShares133.28K
TypeSH
Market value$47.9K
2.14%
Sole
87.18K
Shared
0.00
None
46.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON STOCKS | 508.46K | SH | $118.4K 5.29% | 334.09K | 0.00 | 174.37K |
AIR PRODUCTS & CHEMICALS INCSOLE | COMMON STOCKS | 481.30K | SH | $112.0K 5.00% | 309.68K | 0.00 | 171.61K |
MICROCHIP TECHNOLOGY INCSOLE | COMMON STOCKS | 1.76M | SH | $107.5K 4.80% | 1.14M | 0.00 | 619.10K |
MARKEL CORPSOLE | COMMON STOCKS | 89.88K | SH | $97.4K 4.35% | 57.91K | 0.00 | 31.97K |
SCHWAB CHARLES CORPSOLE | COMMON STOCKS | 1.34M | SH | $96.5K 4.31% | 853.50K | 0.00 | 488.69K |
APPLE INCSOLE | COMMON STOCKS | 688.54K | SH | $95.2K 4.25% | 443.63K | 0.00 | 244.91K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 180.78K | SH | $94.9K 4.24% | 117.69K | 0.00 | 63.10K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 977.96K | SH | $94.0K 4.20% | 631.09K | 0.00 | 346.87K |
AMERICAN TOWER CORPSOLE | COMMON STOCKS | 404.37K | SH | $86.8K 3.88% | 261.29K | 0.00 | 143.08K |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 523.10K | SH | $85.5K 3.82% | 358.51K | 0.00 | 164.59K |
AMAZON.COM INCSOLE | COMMON STOCKS | 739.45K | SH | $83.6K 3.73% | 479.59K | 0.00 | 259.86K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 297.94K | SH | $79.6K 3.55% | 192.98K | 0.00 | 104.96K |
FIRST REPUBLIC BANK/CASOLE | COMMON STOCKS | 575.36K | SH | $75.1K 3.36% | 350.51K | 0.00 | 224.85K |
ADOBE INCSOLE | COMMON STOCKS | 264.85K | SH | $72.9K 3.26% | 169.52K | 0.00 | 95.33K |
HONEYWELL INTERNATIONAL INCSOLE | COMMON STOCKS | 422.32K | SH | $70.5K 3.15% | 303.85K | 0.00 | 118.47K |
MOODYS CORPSOLE | COMMON STOCKS | 274.75K | SH | $66.8K 2.98% | 166.83K | 0.00 | 107.92K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 360.86K | SH | $64.1K 2.86% | 219.16K | 0.00 | 141.71K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 57.23K | SH | $62.0K 2.77% | 36.26K | 0.00 | 20.96K |
WALT DISNEY CO/THESOLE | COMMON STOCKS | 643.35K | SH | $60.7K 2.71% | 415.57K | 0.00 | 227.78K |
PEPSICO INCSOLE | COMMON STOCKS | 335.86K | SH | $54.8K 2.45% | 205.40K | 0.00 | 130.46K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 663.56K | SH | $53.9K 2.41% | 414.15K | 0.00 | 249.41K |
AMPHENOL CORP-CL ASOLE | COMMON STOCKS | 774.14K | SH | $51.8K 2.32% | 471.27K | 0.00 | 302.87K |
LINDE PLCSOLE | COMMON STOCKS | 189.12K | SH | $51.0K 2.28% | 114.59K | 0.00 | 74.53K |
FORTIVE CORPSOLE | COMMON STOCKS | 835.21K | SH | $48.7K 2.18% | 515.88K | 0.00 | 319.33K |
ROPER TECHNOLOGIES INCSOLE | COMMON STOCKS | 133.28K | SH | $47.9K 2.14% | 87.18K | 0.00 | 46.10K |
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