Filed: 2/13/2023ACC: 0001214659-23-002055
📋 What this filing means
MAR VISTA INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $2.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$2.23B
Total AUM (reported)
16.83M
Total Shares
Allocation by class
COMMON STOCKS$2.23B100.0%
Portfolio Concentration
Top 3$338.49M15.2%
4–10$639.15M28.7%
11–25$956.35M42.9%
Rest$295.58M13.3%
Top 3 weight
15.2%
Top 10 weight
43.8%
Voting Authority Distribution
Total shares with voting rights: 16.83M
Sole
Full voting authority
10.58M
shares
% of voting shares62.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.25M
shares
% of voting shares37.2%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeSole · 62.8% of voting shares
Institutional Holdings62
Rows:
MICROCHIP TECHNOLOGY INC
SOLEShares1.63M
TypeSH
Market value$114.54M
5.14%
Sole
1.02M
Shared
0.00
None
612.50K
MICROSOFT CORP
SOLEShares472.06K
TypeSH
Market value$113.21M
5.08%
Sole
296.08K
Shared
0.00
None
175.98K
MARKEL CORP
SOLEShares84.06K
TypeSH
Market value$110.74M
4.97%
Sole
51.78K
Shared
0.00
None
32.27K
TRANSDIGM GROUP INC
SOLEShares168.59K
TypeSH
Market value$106.16M
4.76%
Sole
105.21K
Shared
0.00
None
63.38K
SCHWAB CHARLES CORP
SOLEShares1.26M
TypeSH
Market value$104.66M
4.69%
Sole
763.53K
Shared
0.00
None
493.47K
AIR PRODUCTS & CHEMICALS INC
SOLEShares310.63K
TypeSH
Market value$95.76M
4.29%
Sole
194.73K
Shared
0.00
None
115.91K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares278.80K
TypeSH
Market value$86.12M
3.86%
Sole
172.54K
Shared
0.00
None
106.26K
APPLE INC
SOLEShares643.80K
TypeSH
Market value$83.65M
3.75%
Sole
395.89K
Shared
0.00
None
247.90K
ADOBE INC
SOLEShares242.55K
TypeSH
Market value$81.62M
3.66%
Sole
148.78K
Shared
0.00
None
93.77K
AMAZON.COM INC
SOLEShares966.56K
TypeSH
Market value$81.19M
3.64%
Sole
608.01K
Shared
0.00
None
358.55K
ALPHABET INC-CL C
SOLEShares908.44K
TypeSH
Market value$80.61M
3.62%
Sole
559.68K
Shared
0.00
None
348.76K
AMERICAN TOWER CORP
SOLEShares374.93K
TypeSH
Market value$79.43M
3.56%
Sole
230.81K
Shared
0.00
None
144.12K
METTLER-TOLEDO INTERNATIONAL
SOLEShares52.87K
TypeSH
Market value$76.42M
3.43%
Sole
32.09K
Shared
0.00
None
20.77K
MOODYS CORP
SOLEShares257.45K
TypeSH
Market value$71.73M
3.22%
Sole
148.46K
Shared
0.00
None
108.99K
VISA INC-CLASS A SHARES
SOLEShares339.26K
TypeSH
Market value$70.48M
3.16%
Sole
195.63K
Shared
0.00
None
143.63K
SAP SE-SPONSORED ADR
SOLEShares642.19K
TypeSH
Market value$66.27M
2.97%
Sole
391.64K
Shared
0.00
None
250.56K
FIRST REPUBLIC BANK/CA
SOLEShares536.57K
TypeSH
Market value$65.40M
2.93%
Sole
309.21K
Shared
0.00
None
227.36K
JOHNSON & JOHNSON
SOLEShares355.21K
TypeSH
Market value$62.75M
2.81%
Sole
238.62K
Shared
0.00
None
116.59K
LINDE PLC
SOLEShares178.18K
TypeSH
Market value$58.12M
2.61%
Sole
102.92K
Shared
0.00
None
75.26K
PEPSICO INC
SOLEShares317.74K
TypeSH
Market value$57.40M
2.57%
Sole
184.68K
Shared
0.00
None
133.06K
AMPHENOL CORP-CL A
SOLEShares729.70K
TypeSH
Market value$55.56M
2.49%
Sole
423.15K
Shared
0.00
None
306.55K
NIKE INC CL B
SOLEShares458.14K
TypeSH
Market value$53.61M
2.40%
Sole
273.11K
Shared
0.00
None
185.03K
ROPER TECHNOLOGIES INC
SOLEShares123.33K
TypeSH
Market value$53.29M
2.39%
Sole
77.50K
Shared
0.00
None
45.83K
GXO LOGISTICS INC
SOLEShares1.24M
TypeSH
Market value$52.88M
2.37%
Sole
728.12K
Shared
0.00
None
510.68K
HONEYWELL INTERNATIONAL INC
SOLEShares244.53K
TypeSH
Market value$52.40M
2.35%
Sole
172.46K
Shared
0.00
None
72.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROCHIP TECHNOLOGY INCSOLE | COMMON STOCKS | 1.63M | SH | $114.54M 5.14% | 1.02M | 0.00 | 612.50K |
MICROSOFT CORPSOLE | COMMON STOCKS | 472.06K | SH | $113.21M 5.08% | 296.08K | 0.00 | 175.98K |
MARKEL CORPSOLE | COMMON STOCKS | 84.06K | SH | $110.74M 4.97% | 51.78K | 0.00 | 32.27K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 168.59K | SH | $106.16M 4.76% | 105.21K | 0.00 | 63.38K |
SCHWAB CHARLES CORPSOLE | COMMON STOCKS | 1.26M | SH | $104.66M 4.69% | 763.53K | 0.00 | 493.47K |
AIR PRODUCTS & CHEMICALS INCSOLE | COMMON STOCKS | 310.63K | SH | $95.76M 4.29% | 194.73K | 0.00 | 115.91K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 278.80K | SH | $86.12M 3.86% | 172.54K | 0.00 | 106.26K |
APPLE INCSOLE | COMMON STOCKS | 643.80K | SH | $83.65M 3.75% | 395.89K | 0.00 | 247.90K |
ADOBE INCSOLE | COMMON STOCKS | 242.55K | SH | $81.62M 3.66% | 148.78K | 0.00 | 93.77K |
AMAZON.COM INCSOLE | COMMON STOCKS | 966.56K | SH | $81.19M 3.64% | 608.01K | 0.00 | 358.55K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 908.44K | SH | $80.61M 3.62% | 559.68K | 0.00 | 348.76K |
AMERICAN TOWER CORPSOLE | COMMON STOCKS | 374.93K | SH | $79.43M 3.56% | 230.81K | 0.00 | 144.12K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 52.87K | SH | $76.42M 3.43% | 32.09K | 0.00 | 20.77K |
MOODYS CORPSOLE | COMMON STOCKS | 257.45K | SH | $71.73M 3.22% | 148.46K | 0.00 | 108.99K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 339.26K | SH | $70.48M 3.16% | 195.63K | 0.00 | 143.63K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 642.19K | SH | $66.27M 2.97% | 391.64K | 0.00 | 250.56K |
FIRST REPUBLIC BANK/CASOLE | COMMON STOCKS | 536.57K | SH | $65.40M 2.93% | 309.21K | 0.00 | 227.36K |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 355.21K | SH | $62.75M 2.81% | 238.62K | 0.00 | 116.59K |
LINDE PLCSOLE | COMMON STOCKS | 178.18K | SH | $58.12M 2.61% | 102.92K | 0.00 | 75.26K |
PEPSICO INCSOLE | COMMON STOCKS | 317.74K | SH | $57.40M 2.57% | 184.68K | 0.00 | 133.06K |
AMPHENOL CORP-CL ASOLE | COMMON STOCKS | 729.70K | SH | $55.56M 2.49% | 423.15K | 0.00 | 306.55K |
NIKE INC CL BSOLE | COMMON STOCKS | 458.14K | SH | $53.61M 2.40% | 273.11K | 0.00 | 185.03K |
ROPER TECHNOLOGIES INCSOLE | COMMON STOCKS | 123.33K | SH | $53.29M 2.39% | 77.50K | 0.00 | 45.83K |
GXO LOGISTICS INCSOLE | COMMON STOCKS | 1.24M | SH | $52.88M 2.37% | 728.12K | 0.00 | 510.68K |
HONEYWELL INTERNATIONAL INCSOLE | COMMON STOCKS | 244.53K | SH | $52.40M 2.35% | 172.46K | 0.00 | 72.07K |
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