Filed: 2/8/2024ACC: 0001214659-24-002163
📋 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 $2.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$2.19B
Total AUM (reported)
14.13M
Total Shares
Allocation by class
COMMON STOCKS$2.19B100.0%
Portfolio Concentration
Top 3$343.29M15.7%
4–10$617.36M28.2%
11–25$941.41M43.0%
Rest$289.08M13.2%
Top 3 weight
15.7%
Top 10 weight
43.8%
Voting Authority Distribution
Total shares with voting rights: 14.13M
Sole
Full voting authority
9.90M
shares
% of voting shares70.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.23M
shares
% of voting shares30.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeSole · 70.0% of voting shares
Institutional Holdings63
Rows:
MICROSOFT CORP
SOLEShares374.86K
TypeSH
Market value$140.96M
6.43%
Sole
256.09K
Shared
0.00
None
118.77K
APPLE INC
SOLEShares526.56K
TypeSH
Market value$101.38M
4.63%
Sole
352.99K
Shared
0.00
None
173.58K
AMAZON.COM INC
SOLEShares664.38K
TypeSH
Market value$100.95M
4.61%
Sole
455.77K
Shared
0.00
None
208.61K
TRANSDIGM GROUP INC
SOLEShares96.83K
TypeSH
Market value$97.95M
4.47%
Sole
66.10K
Shared
0.00
None
30.72K
GXO LOGISTICS INC
SOLEShares1.53M
TypeSH
Market value$93.83M
4.28%
Sole
1.01M
Shared
0.00
None
521.42K
AMERICAN TOWER CORP
SOLEShares418.04K
TypeSH
Market value$90.25M
4.12%
Sole
282.26K
Shared
0.00
None
135.78K
ALPHABET INC-CL C
SOLEShares639.64K
TypeSH
Market value$90.14M
4.11%
Sole
442.36K
Shared
0.00
None
197.28K
ADOBE INC
SOLEShares147.43K
TypeSH
Market value$87.96M
4.01%
Sole
99.69K
Shared
0.00
None
47.74K
SALESFORCE INC
SOLEShares301.24K
TypeSH
Market value$79.27M
3.62%
Sole
211.10K
Shared
0.00
None
90.14K
WALT DISNEY CO/THE
SOLEShares863.52K
TypeSH
Market value$77.97M
3.56%
Sole
589.38K
Shared
0.00
None
274.14K
MICROCHIP TECHNOLOGY INC
SOLEShares857.47K
TypeSH
Market value$77.33M
3.53%
Sole
587.43K
Shared
0.00
None
270.04K
ORACLE CORP
SOLEShares706.50K
TypeSH
Market value$74.49M
3.40%
Sole
482.34K
Shared
0.00
None
224.16K
ANALOG DEVICES INC
SOLEShares370.26K
TypeSH
Market value$73.52M
3.36%
Sole
252.66K
Shared
0.00
None
117.60K
VISA INC-CLASS A SHARES
SOLEShares280.93K
TypeSH
Market value$73.14M
3.34%
Sole
177.66K
Shared
0.00
None
103.27K
SAP SE-SPONSORED ADR
SOLEShares463.74K
TypeSH
Market value$71.69M
3.27%
Sole
309.26K
Shared
0.00
None
154.47K
NIKE INC CL B
SOLEShares579.61K
TypeSH
Market value$62.93M
2.87%
Sole
383.22K
Shared
0.00
None
196.39K
PEPSICO INC
SOLEShares365.24K
TypeSH
Market value$62.03M
2.83%
Sole
242.51K
Shared
0.00
None
122.73K
LINDE PLC
SOLEShares148K
TypeSH
Market value$60.78M
2.77%
Sole
93.27K
Shared
0.00
None
54.73K
AMPHENOL CORP-CL A
SOLEShares607.99K
TypeSH
Market value$60.27M
2.75%
Sole
382.50K
Shared
0.00
None
225.49K
INTUIT INC
SOLEShares94.82K
TypeSH
Market value$59.27M
2.70%
Sole
63.39K
Shared
0.00
None
31.43K
ROPER TECHNOLOGIES INC
SOLEShares103K
TypeSH
Market value$56.15M
2.56%
Sole
68.98K
Shared
0.00
None
34.02K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares153.82K
TypeSH
Market value$54.86M
2.50%
Sole
105.38K
Shared
0.00
None
48.44K
METTLER-TOLEDO INTERNATIONAL
SOLEShares43.56K
TypeSH
Market value$52.83M
2.41%
Sole
28.04K
Shared
0.00
None
15.51K
JOHNSON & JOHNSON
SOLEShares331.54K
TypeSH
Market value$51.97M
2.37%
Sole
247.24K
Shared
0.00
None
84.30K
HONEYWELL INTERNATIONAL INC
SOLEShares239.18K
TypeSH
Market value$50.16M
2.29%
Sole
185.32K
Shared
0.00
None
53.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON STOCKS | 374.86K | SH | $140.96M 6.43% | 256.09K | 0.00 | 118.77K |
APPLE INCSOLE | COMMON STOCKS | 526.56K | SH | $101.38M 4.63% | 352.99K | 0.00 | 173.58K |
AMAZON.COM INCSOLE | COMMON STOCKS | 664.38K | SH | $100.95M 4.61% | 455.77K | 0.00 | 208.61K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 96.83K | SH | $97.95M 4.47% | 66.10K | 0.00 | 30.72K |
GXO LOGISTICS INCSOLE | COMMON STOCKS | 1.53M | SH | $93.83M 4.28% | 1.01M | 0.00 | 521.42K |
AMERICAN TOWER CORPSOLE | COMMON STOCKS | 418.04K | SH | $90.25M 4.12% | 282.26K | 0.00 | 135.78K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 639.64K | SH | $90.14M 4.11% | 442.36K | 0.00 | 197.28K |
ADOBE INCSOLE | COMMON STOCKS | 147.43K | SH | $87.96M 4.01% | 99.69K | 0.00 | 47.74K |
SALESFORCE INCSOLE | COMMON STOCKS | 301.24K | SH | $79.27M 3.62% | 211.10K | 0.00 | 90.14K |
WALT DISNEY CO/THESOLE | COMMON STOCKS | 863.52K | SH | $77.97M 3.56% | 589.38K | 0.00 | 274.14K |
MICROCHIP TECHNOLOGY INCSOLE | COMMON STOCKS | 857.47K | SH | $77.33M 3.53% | 587.43K | 0.00 | 270.04K |
ORACLE CORPSOLE | COMMON STOCKS | 706.50K | SH | $74.49M 3.40% | 482.34K | 0.00 | 224.16K |
ANALOG DEVICES INCSOLE | COMMON STOCKS | 370.26K | SH | $73.52M 3.36% | 252.66K | 0.00 | 117.60K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 280.93K | SH | $73.14M 3.34% | 177.66K | 0.00 | 103.27K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 463.74K | SH | $71.69M 3.27% | 309.26K | 0.00 | 154.47K |
NIKE INC CL BSOLE | COMMON STOCKS | 579.61K | SH | $62.93M 2.87% | 383.22K | 0.00 | 196.39K |
PEPSICO INCSOLE | COMMON STOCKS | 365.24K | SH | $62.03M 2.83% | 242.51K | 0.00 | 122.73K |
LINDE PLCSOLE | COMMON STOCKS | 148K | SH | $60.78M 2.77% | 93.27K | 0.00 | 54.73K |
AMPHENOL CORP-CL ASOLE | COMMON STOCKS | 607.99K | SH | $60.27M 2.75% | 382.50K | 0.00 | 225.49K |
INTUIT INCSOLE | COMMON STOCKS | 94.82K | SH | $59.27M 2.70% | 63.39K | 0.00 | 31.43K |
ROPER TECHNOLOGIES INCSOLE | COMMON STOCKS | 103K | SH | $56.15M 2.56% | 68.98K | 0.00 | 34.02K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 153.82K | SH | $54.86M 2.50% | 105.38K | 0.00 | 48.44K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 43.56K | SH | $52.83M 2.41% | 28.04K | 0.00 | 15.51K |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 331.54K | SH | $51.97M 2.37% | 247.24K | 0.00 | 84.30K |
HONEYWELL INTERNATIONAL INCSOLE | COMMON STOCKS | 239.18K | SH | $50.16M 2.29% | 185.32K | 0.00 | 53.86K |
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