Filed: 11/13/2023ACC: 0001214659-23-014827
📋 What this filing means
MAR VISTA INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $2.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$2.09B
Total AUM (reported)
14.20M
Total Shares
Allocation by class
COMMON STOCKS$2.09B100.0%
Portfolio Concentration
Top 3$333.42M16.0%
4–10$569.85M27.3%
11–25$885.35M42.4%
Rest$299.05M14.3%
Top 3 weight
16.0%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 14.20M
Sole
Full voting authority
9.59M
shares
% of voting shares67.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.61M
shares
% of voting shares32.4%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeSole · 67.6% of voting shares
Institutional Holdings58
Rows:
MICROSOFT CORP
SOLEShares397.48K
TypeSH
Market value$125.50M
6.01%
Sole
263.30K
Shared
0.00
None
134.18K
AMAZON.COM INC
SOLEShares884.07K
TypeSH
Market value$112.38M
5.38%
Sole
573.49K
Shared
0.00
None
310.59K
GXO LOGISTICS INC
SOLEShares1.63M
TypeSH
Market value$95.53M
4.58%
Sole
1.04M
Shared
0.00
None
588.38K
APPLE INC
SOLEShares556.51K
TypeSH
Market value$95.28M
4.56%
Sole
360.86K
Shared
0.00
None
195.66K
TRANSDIGM GROUP INC
SOLEShares99.26K
TypeSH
Market value$83.69M
4.01%
Sole
67.55K
Shared
0.00
None
31.71K
ALPHABET INC-CL C
SOLEShares605.25K
TypeSH
Market value$79.80M
3.82%
Sole
397.29K
Shared
0.00
None
207.96K
ADOBE INC
SOLEShares156.20K
TypeSH
Market value$79.65M
3.82%
Sole
102.32K
Shared
0.00
None
53.88K
AIR PRODUCTS & CHEMICALS INC
SOLEShares279.13K
TypeSH
Market value$79.11M
3.79%
Sole
180.35K
Shared
0.00
None
98.78K
ORACLE CORP
SOLEShares743.36K
TypeSH
Market value$78.74M
3.77%
Sole
494.81K
Shared
0.00
None
248.54K
AMERICAN TOWER CORP
SOLEShares447.53K
TypeSH
Market value$73.60M
3.53%
Sole
296.17K
Shared
0.00
None
151.36K
MICROCHIP TECHNOLOGY INC
SOLEShares897.12K
TypeSH
Market value$70.02M
3.35%
Sole
598.86K
Shared
0.00
None
298.26K
MARKEL CORP
SOLEShares47.10K
TypeSH
Market value$69.36M
3.32%
Sole
31.21K
Shared
0.00
None
15.89K
VISA INC-CLASS A SHARES
SOLEShares298.94K
TypeSH
Market value$68.76M
3.29%
Sole
182.75K
Shared
0.00
None
116.20K
WALT DISNEY CO/THE
SOLEShares787.67K
TypeSH
Market value$63.84M
3.06%
Sole
517.90K
Shared
0.00
None
269.78K
SAP SE-SPONSORED ADR
SOLEShares491.76K
TypeSH
Market value$63.59M
3.05%
Sole
317.57K
Shared
0.00
None
174.18K
NIKE INC CL B
SOLEShares616.30K
TypeSH
Market value$58.93M
2.82%
Sole
396.60K
Shared
0.00
None
219.70K
LINDE PLC
SOLEShares157.18K
TypeSH
Market value$58.53M
2.80%
Sole
95.65K
Shared
0.00
None
61.53K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares162.50K
TypeSH
Market value$56.93M
2.73%
Sole
107.87K
Shared
0.00
None
54.63K
JOHNSON & JOHNSON
SOLEShares362.74K
TypeSH
Market value$56.50M
2.71%
Sole
261.98K
Shared
0.00
None
100.76K
PEPSICO INC
SOLEShares332.83K
TypeSH
Market value$56.40M
2.70%
Sole
209.41K
Shared
0.00
None
123.42K
AMPHENOL CORP-CL A
SOLEShares647.47K
TypeSH
Market value$54.38M
2.60%
Sole
393.43K
Shared
0.00
None
254.04K
ROPER TECHNOLOGIES INC
SOLEShares109.60K
TypeSH
Market value$53.08M
2.54%
Sole
71.30K
Shared
0.00
None
38.30K
METTLER-TOLEDO INTERNATIONAL
SOLEShares46.87K
TypeSH
Market value$51.93M
2.49%
Sole
29.42K
Shared
0.00
None
17.45K
SALESFORCE INC
SOLEShares254.41K
TypeSH
Market value$51.59M
2.47%
Sole
167.53K
Shared
0.00
None
86.88K
FORTIVE CORP
SOLEShares694.79K
TypeSH
Market value$51.53M
2.47%
Sole
433.55K
Shared
0.00
None
261.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON STOCKS | 397.48K | SH | $125.50M 6.01% | 263.30K | 0.00 | 134.18K |
AMAZON.COM INCSOLE | COMMON STOCKS | 884.07K | SH | $112.38M 5.38% | 573.49K | 0.00 | 310.59K |
GXO LOGISTICS INCSOLE | COMMON STOCKS | 1.63M | SH | $95.53M 4.58% | 1.04M | 0.00 | 588.38K |
APPLE INCSOLE | COMMON STOCKS | 556.51K | SH | $95.28M 4.56% | 360.86K | 0.00 | 195.66K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 99.26K | SH | $83.69M 4.01% | 67.55K | 0.00 | 31.71K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 605.25K | SH | $79.80M 3.82% | 397.29K | 0.00 | 207.96K |
ADOBE INCSOLE | COMMON STOCKS | 156.20K | SH | $79.65M 3.82% | 102.32K | 0.00 | 53.88K |
AIR PRODUCTS & CHEMICALS INCSOLE | COMMON STOCKS | 279.13K | SH | $79.11M 3.79% | 180.35K | 0.00 | 98.78K |
ORACLE CORPSOLE | COMMON STOCKS | 743.36K | SH | $78.74M 3.77% | 494.81K | 0.00 | 248.54K |
AMERICAN TOWER CORPSOLE | COMMON STOCKS | 447.53K | SH | $73.60M 3.53% | 296.17K | 0.00 | 151.36K |
MICROCHIP TECHNOLOGY INCSOLE | COMMON STOCKS | 897.12K | SH | $70.02M 3.35% | 598.86K | 0.00 | 298.26K |
MARKEL CORPSOLE | COMMON STOCKS | 47.10K | SH | $69.36M 3.32% | 31.21K | 0.00 | 15.89K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 298.94K | SH | $68.76M 3.29% | 182.75K | 0.00 | 116.20K |
WALT DISNEY CO/THESOLE | COMMON STOCKS | 787.67K | SH | $63.84M 3.06% | 517.90K | 0.00 | 269.78K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 491.76K | SH | $63.59M 3.05% | 317.57K | 0.00 | 174.18K |
NIKE INC CL BSOLE | COMMON STOCKS | 616.30K | SH | $58.93M 2.82% | 396.60K | 0.00 | 219.70K |
LINDE PLCSOLE | COMMON STOCKS | 157.18K | SH | $58.53M 2.80% | 95.65K | 0.00 | 61.53K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 162.50K | SH | $56.93M 2.73% | 107.87K | 0.00 | 54.63K |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 362.74K | SH | $56.50M 2.71% | 261.98K | 0.00 | 100.76K |
PEPSICO INCSOLE | COMMON STOCKS | 332.83K | SH | $56.40M 2.70% | 209.41K | 0.00 | 123.42K |
AMPHENOL CORP-CL ASOLE | COMMON STOCKS | 647.47K | SH | $54.38M 2.60% | 393.43K | 0.00 | 254.04K |
ROPER TECHNOLOGIES INCSOLE | COMMON STOCKS | 109.60K | SH | $53.08M 2.54% | 71.30K | 0.00 | 38.30K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 46.87K | SH | $51.93M 2.49% | 29.42K | 0.00 | 17.45K |
SALESFORCE INCSOLE | COMMON STOCKS | 254.41K | SH | $51.59M 2.47% | 167.53K | 0.00 | 86.88K |
FORTIVE CORPSOLE | COMMON STOCKS | 694.79K | SH | $51.53M 2.47% | 433.55K | 0.00 | 261.24K |
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