Filed: 5/11/2023ACC: 0001214659-23-006798
📋 What this filing means
MAR VISTA INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $2.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$2.25B
Total AUM (reported)
14.78M
Total Shares
Allocation by class
COMMON STOCKS$2.25B100.0%
Portfolio Concentration
Top 3$350.32M15.6%
4–10$663.91M29.5%
11–25$1.01B44.8%
Rest$228.01M10.1%
Top 3 weight
15.6%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 14.78M
Sole
Full voting authority
9.62M
shares
% of voting shares65.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.17M
shares
% of voting shares34.9%
Investment Discretion (by position count)
Sole60
Shared0
Other0
Dominant voting typeSole · 65.1% of voting shares
Institutional Holdings60
Rows:
MICROSOFT CORP
SOLEShares452.74K
TypeSH
Market value$130.52M
5.80%
Sole
289.27K
Shared
0.00
None
163.47K
TRANSDIGM GROUP INC
SOLEShares155.25K
TypeSH
Market value$114.43M
5.09%
Sole
102.42K
Shared
0.00
None
52.83K
MARKEL CORP
SOLEShares82.48K
TypeSH
Market value$105.36M
4.68%
Sole
52.45K
Shared
0.00
None
30.03K
APPLE INC
SOLEShares633.06K
TypeSH
Market value$104.39M
4.64%
Sole
401.55K
Shared
0.00
None
231.51K
AMAZON.COM INC
SOLEShares976.53K
TypeSH
Market value$100.87M
4.48%
Sole
627.50K
Shared
0.00
None
349.03K
ADOBE INC
SOLEShares245.17K
TypeSH
Market value$94.48M
4.20%
Sole
154.58K
Shared
0.00
None
90.59K
ALPHABET INC-CL C
SOLEShares891.83K
TypeSH
Market value$92.75M
4.12%
Sole
567.19K
Shared
0.00
None
324.64K
MICROCHIP TECHNOLOGY INC
SOLEShares1.10M
TypeSH
Market value$92.29M
4.10%
Sole
706.24K
Shared
0.00
None
395.37K
GXO LOGISTICS INC
SOLEShares1.78M
TypeSH
Market value$89.72M
3.99%
Sole
1.10M
Shared
0.00
None
678.01K
AIR PRODUCTS & CHEMICALS INC
SOLEShares311.31K
TypeSH
Market value$89.41M
3.97%
Sole
198.43K
Shared
0.00
None
112.88K
AMERICAN TOWER CORP
SOLEShares419.16K
TypeSH
Market value$85.65M
3.81%
Sole
271.02K
Shared
0.00
None
148.14K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares273.94K
TypeSH
Market value$84.58M
3.76%
Sole
174.78K
Shared
0.00
None
99.16K
SAP SE-SPONSORED ADR
SOLEShares639.86K
TypeSH
Market value$80.97M
3.60%
Sole
403.66K
Shared
0.00
None
236.20K
METTLER-TOLEDO INTERNATIONAL
SOLEShares52.26K
TypeSH
Market value$79.97M
3.55%
Sole
32.53K
Shared
0.00
None
19.73K
MOODYS CORP
SOLEShares253.76K
TypeSH
Market value$77.65M
3.45%
Sole
152.35K
Shared
0.00
None
101.41K
VISA INC-CLASS A SHARES
SOLEShares334.76K
TypeSH
Market value$75.48M
3.35%
Sole
199.93K
Shared
0.00
None
134.84K
JOHNSON & JOHNSON
SOLEShares415.73K
TypeSH
Market value$64.44M
2.86%
Sole
286.30K
Shared
0.00
None
129.43K
LINDE PLC
SOLEShares174.66K
TypeSH
Market value$62.08M
2.76%
Sole
104.63K
Shared
0.00
None
70.02K
WALT DISNEY CO/THE
SOLEShares594.18K
TypeSH
Market value$59.50M
2.64%
Sole
377.63K
Shared
0.00
None
216.56K
AMPHENOL CORP-CL A
SOLEShares718.58K
TypeSH
Market value$58.72M
2.61%
Sole
430.54K
Shared
0.00
None
288.04K
PEPSICO INC
SOLEShares313.19K
TypeSH
Market value$57.09M
2.54%
Sole
188.31K
Shared
0.00
None
124.88K
SALESFORCE INC
SOLEShares283.05K
TypeSH
Market value$56.55M
2.51%
Sole
182.97K
Shared
0.00
None
100.08K
HONEYWELL INTERNATIONAL INC
SOLEShares292.04K
TypeSH
Market value$55.81M
2.48%
Sole
208.85K
Shared
0.00
None
83.19K
NIKE INC CL B
SOLEShares454.26K
TypeSH
Market value$55.71M
2.48%
Sole
281.38K
Shared
0.00
None
172.88K
ROPER TECHNOLOGIES INC
SOLEShares121.85K
TypeSH
Market value$53.70M
2.39%
Sole
78.51K
Shared
0.00
None
43.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON STOCKS | 452.74K | SH | $130.52M 5.80% | 289.27K | 0.00 | 163.47K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 155.25K | SH | $114.43M 5.09% | 102.42K | 0.00 | 52.83K |
MARKEL CORPSOLE | COMMON STOCKS | 82.48K | SH | $105.36M 4.68% | 52.45K | 0.00 | 30.03K |
APPLE INCSOLE | COMMON STOCKS | 633.06K | SH | $104.39M 4.64% | 401.55K | 0.00 | 231.51K |
AMAZON.COM INCSOLE | COMMON STOCKS | 976.53K | SH | $100.87M 4.48% | 627.50K | 0.00 | 349.03K |
ADOBE INCSOLE | COMMON STOCKS | 245.17K | SH | $94.48M 4.20% | 154.58K | 0.00 | 90.59K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 891.83K | SH | $92.75M 4.12% | 567.19K | 0.00 | 324.64K |
MICROCHIP TECHNOLOGY INCSOLE | COMMON STOCKS | 1.10M | SH | $92.29M 4.10% | 706.24K | 0.00 | 395.37K |
GXO LOGISTICS INCSOLE | COMMON STOCKS | 1.78M | SH | $89.72M 3.99% | 1.10M | 0.00 | 678.01K |
AIR PRODUCTS & CHEMICALS INCSOLE | COMMON STOCKS | 311.31K | SH | $89.41M 3.97% | 198.43K | 0.00 | 112.88K |
AMERICAN TOWER CORPSOLE | COMMON STOCKS | 419.16K | SH | $85.65M 3.81% | 271.02K | 0.00 | 148.14K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 273.94K | SH | $84.58M 3.76% | 174.78K | 0.00 | 99.16K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 639.86K | SH | $80.97M 3.60% | 403.66K | 0.00 | 236.20K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 52.26K | SH | $79.97M 3.55% | 32.53K | 0.00 | 19.73K |
MOODYS CORPSOLE | COMMON STOCKS | 253.76K | SH | $77.65M 3.45% | 152.35K | 0.00 | 101.41K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 334.76K | SH | $75.48M 3.35% | 199.93K | 0.00 | 134.84K |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 415.73K | SH | $64.44M 2.86% | 286.30K | 0.00 | 129.43K |
LINDE PLCSOLE | COMMON STOCKS | 174.66K | SH | $62.08M 2.76% | 104.63K | 0.00 | 70.02K |
WALT DISNEY CO/THESOLE | COMMON STOCKS | 594.18K | SH | $59.50M 2.64% | 377.63K | 0.00 | 216.56K |
AMPHENOL CORP-CL ASOLE | COMMON STOCKS | 718.58K | SH | $58.72M 2.61% | 430.54K | 0.00 | 288.04K |
PEPSICO INCSOLE | COMMON STOCKS | 313.19K | SH | $57.09M 2.54% | 188.31K | 0.00 | 124.88K |
SALESFORCE INCSOLE | COMMON STOCKS | 283.05K | SH | $56.55M 2.51% | 182.97K | 0.00 | 100.08K |
HONEYWELL INTERNATIONAL INCSOLE | COMMON STOCKS | 292.04K | SH | $55.81M 2.48% | 208.85K | 0.00 | 83.19K |
NIKE INC CL BSOLE | COMMON STOCKS | 454.26K | SH | $55.71M 2.48% | 281.38K | 0.00 | 172.88K |
ROPER TECHNOLOGIES INCSOLE | COMMON STOCKS | 121.85K | SH | $53.70M 2.39% | 78.51K | 0.00 | 43.34K |
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