Filed: 8/11/2023ACC: 0001214659-23-011071
📋 What this filing means
MAR VISTA INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $2.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$2.39B
Total AUM (reported)
14.51M
Total Shares
Allocation by class
COMMON STOCKS$2.39B100.0%
Portfolio Concentration
Top 3$401.10M16.8%
4–10$719.72M30.1%
11–25$998.32M41.8%
Rest$269.90M11.3%
Top 3 weight
16.8%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 14.51M
Sole
Full voting authority
9.63M
shares
% of voting shares66.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.89M
shares
% of voting shares33.7%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeSole · 66.3% of voting shares
Institutional Holdings54
Rows:
MICROSOFT CORP
SOLEShares428.06K
TypeSH
Market value$145.77M
6.10%
Sole
279.27K
Shared
0.00
None
148.79K
TRANSDIGM GROUP INC
SOLEShares148.34K
TypeSH
Market value$132.64M
5.55%
Sole
98.82K
Shared
0.00
None
49.52K
AMAZON.COM INC
SOLEShares941.14K
TypeSH
Market value$122.69M
5.14%
Sole
605.36K
Shared
0.00
None
335.78K
APPLE INC
SOLEShares601.49K
TypeSH
Market value$116.67M
4.88%
Sole
387.12K
Shared
0.00
None
214.38K
ADOBE INC
SOLEShares233.73K
TypeSH
Market value$114.29M
4.78%
Sole
148.85K
Shared
0.00
None
84.88K
GXO LOGISTICS INC
SOLEShares1.73M
TypeSH
Market value$108.86M
4.56%
Sole
1.10M
Shared
0.00
None
634.98K
MARKEL CORP
SOLEShares76.70K
TypeSH
Market value$106.10M
4.44%
Sole
49.26K
Shared
0.00
None
27.45K
MICROCHIP TECHNOLOGY INC
SOLEShares1.05M
TypeSH
Market value$94.25M
3.95%
Sole
681.28K
Shared
0.00
None
370.79K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares266.12K
TypeSH
Market value$90.75M
3.80%
Sole
173.13K
Shared
0.00
None
92.99K
AIR PRODUCTS & CHEMICALS INC
SOLEShares296.43K
TypeSH
Market value$88.79M
3.72%
Sole
191.10K
Shared
0.00
None
105.33K
MOODYS CORP
SOLEShares241.60K
TypeSH
Market value$84.01M
3.52%
Sole
146.55K
Shared
0.00
None
95.05K
AMERICAN TOWER CORP
SOLEShares408.52K
TypeSH
Market value$79.23M
3.32%
Sole
265.77K
Shared
0.00
None
142.75K
ORACLE CORP
SOLEShares660.61K
TypeSH
Market value$78.67M
3.29%
Sole
432.79K
Shared
0.00
None
227.82K
ALPHABET INC-CL C
SOLEShares641.70K
TypeSH
Market value$77.63M
3.25%
Sole
420.22K
Shared
0.00
None
221.49K
VISA INC-CLASS A SHARES
SOLEShares318.10K
TypeSH
Market value$75.54M
3.16%
Sole
192.45K
Shared
0.00
None
125.65K
SAP SE-SPONSORED ADR
SOLEShares517.74K
TypeSH
Market value$70.83M
2.96%
Sole
330.34K
Shared
0.00
None
187.40K
METTLER-TOLEDO INTERNATIONAL
SOLEShares49.86K
TypeSH
Market value$65.40M
2.74%
Sole
31.34K
Shared
0.00
None
18.52K
JOHNSON & JOHNSON
SOLEShares390.71K
TypeSH
Market value$64.67M
2.71%
Sole
275.34K
Shared
0.00
None
115.38K
LINDE PLC
SOLEShares166.32K
TypeSH
Market value$63.38M
2.65%
Sole
100.56K
Shared
0.00
None
65.76K
AMPHENOL CORP-CL A
SOLEShares684.08K
TypeSH
Market value$58.11M
2.43%
Sole
414.12K
Shared
0.00
None
269.96K
HONEYWELL INTERNATIONAL INC
SOLEShares278.07K
TypeSH
Market value$57.70M
2.42%
Sole
203.86K
Shared
0.00
None
74.21K
SALESFORCE INC
SOLEShares269.48K
TypeSH
Market value$56.93M
2.38%
Sole
176.55K
Shared
0.00
None
92.93K
ROPER TECHNOLOGIES INC
SOLEShares116.21K
TypeSH
Market value$55.88M
2.34%
Sole
75.56K
Shared
0.00
None
40.66K
PEPSICO INC
SOLEShares298.28K
TypeSH
Market value$55.25M
2.31%
Sole
181.20K
Shared
0.00
None
117.08K
FORTIVE CORP
SOLEShares736.90K
TypeSH
Market value$55.10M
2.31%
Sole
455.96K
Shared
0.00
None
280.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON STOCKS | 428.06K | SH | $145.77M 6.10% | 279.27K | 0.00 | 148.79K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 148.34K | SH | $132.64M 5.55% | 98.82K | 0.00 | 49.52K |
AMAZON.COM INCSOLE | COMMON STOCKS | 941.14K | SH | $122.69M 5.14% | 605.36K | 0.00 | 335.78K |
APPLE INCSOLE | COMMON STOCKS | 601.49K | SH | $116.67M 4.88% | 387.12K | 0.00 | 214.38K |
ADOBE INCSOLE | COMMON STOCKS | 233.73K | SH | $114.29M 4.78% | 148.85K | 0.00 | 84.88K |
GXO LOGISTICS INCSOLE | COMMON STOCKS | 1.73M | SH | $108.86M 4.56% | 1.10M | 0.00 | 634.98K |
MARKEL CORPSOLE | COMMON STOCKS | 76.70K | SH | $106.10M 4.44% | 49.26K | 0.00 | 27.45K |
MICROCHIP TECHNOLOGY INCSOLE | COMMON STOCKS | 1.05M | SH | $94.25M 3.95% | 681.28K | 0.00 | 370.79K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 266.12K | SH | $90.75M 3.80% | 173.13K | 0.00 | 92.99K |
AIR PRODUCTS & CHEMICALS INCSOLE | COMMON STOCKS | 296.43K | SH | $88.79M 3.72% | 191.10K | 0.00 | 105.33K |
MOODYS CORPSOLE | COMMON STOCKS | 241.60K | SH | $84.01M 3.52% | 146.55K | 0.00 | 95.05K |
AMERICAN TOWER CORPSOLE | COMMON STOCKS | 408.52K | SH | $79.23M 3.32% | 265.77K | 0.00 | 142.75K |
ORACLE CORPSOLE | COMMON STOCKS | 660.61K | SH | $78.67M 3.29% | 432.79K | 0.00 | 227.82K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 641.70K | SH | $77.63M 3.25% | 420.22K | 0.00 | 221.49K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 318.10K | SH | $75.54M 3.16% | 192.45K | 0.00 | 125.65K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 517.74K | SH | $70.83M 2.96% | 330.34K | 0.00 | 187.40K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 49.86K | SH | $65.40M 2.74% | 31.34K | 0.00 | 18.52K |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 390.71K | SH | $64.67M 2.71% | 275.34K | 0.00 | 115.38K |
LINDE PLCSOLE | COMMON STOCKS | 166.32K | SH | $63.38M 2.65% | 100.56K | 0.00 | 65.76K |
AMPHENOL CORP-CL ASOLE | COMMON STOCKS | 684.08K | SH | $58.11M 2.43% | 414.12K | 0.00 | 269.96K |
HONEYWELL INTERNATIONAL INCSOLE | COMMON STOCKS | 278.07K | SH | $57.70M 2.42% | 203.86K | 0.00 | 74.21K |
SALESFORCE INCSOLE | COMMON STOCKS | 269.48K | SH | $56.93M 2.38% | 176.55K | 0.00 | 92.93K |
ROPER TECHNOLOGIES INCSOLE | COMMON STOCKS | 116.21K | SH | $55.88M 2.34% | 75.56K | 0.00 | 40.66K |
PEPSICO INCSOLE | COMMON STOCKS | 298.28K | SH | $55.25M 2.31% | 181.20K | 0.00 | 117.08K |
FORTIVE CORPSOLE | COMMON STOCKS | 736.90K | SH | $55.10M 2.31% | 455.96K | 0.00 | 280.94K |
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