Filed: 5/13/2024ACC: 0001214659-24-008897
📋 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 $2.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$2.29B
Total AUM (reported)
13.27M
Total Shares
Allocation by class
COMMON STOCKS$2.29B100.0%
Portfolio Concentration
Top 3$390.62M17.0%
4–10$627.93M27.4%
11–25$979.91M42.8%
Rest$293.57M12.8%
Top 3 weight
17.0%
Top 10 weight
44.4%
Voting Authority Distribution
Total shares with voting rights: 13.27M
Sole
Full voting authority
9.47M
shares
% of voting shares71.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.80M
shares
% of voting shares28.6%
Investment Discretion (by position count)
Sole60
Shared0
Other0
Dominant voting typeSole · 71.4% of voting shares
Institutional Holdings60
Rows:
MICROSOFT CORP
SOLEShares361.06K
TypeSH
Market value$151.91M
6.63%
Sole
253.77K
Shared
0.00
None
107.30K
AMAZON.COM INC
SOLEShares685.85K
TypeSH
Market value$123.71M
5.40%
Sole
489.50K
Shared
0.00
None
196.34K
TRANSDIGM GROUP INC
SOLEShares93.38K
TypeSH
Market value$115.00M
5.02%
Sole
65.60K
Shared
0.00
None
27.78K
WALT DISNEY CO/THE
SOLEShares842.29K
TypeSH
Market value$103.06M
4.50%
Sole
594.07K
Shared
0.00
None
248.22K
ALPHABET INC-CL C
SOLEShares633.22K
TypeSH
Market value$96.41M
4.21%
Sole
452.37K
Shared
0.00
None
180.85K
SALESFORCE INC
SOLEShares307.79K
TypeSH
Market value$92.70M
4.04%
Sole
218.80K
Shared
0.00
None
88.99K
SAP SE-SPONSORED ADR
SOLEShares440.97K
TypeSH
Market value$86.00M
3.75%
Sole
300.86K
Shared
0.00
None
140.11K
ORACLE CORP
SOLEShares676.48K
TypeSH
Market value$84.97M
3.71%
Sole
474.16K
Shared
0.00
None
202.32K
ADOBE INC
SOLEShares167.44K
TypeSH
Market value$84.49M
3.69%
Sole
118.15K
Shared
0.00
None
49.29K
AMERICAN TOWER CORP
SOLEShares406.32K
TypeSH
Market value$80.29M
3.50%
Sole
287.57K
Shared
0.00
None
118.75K
VISA INC-CLASS A SHARES
SOLEShares268.30K
TypeSH
Market value$74.88M
3.27%
Sole
176.03K
Shared
0.00
None
92.27K
MICROCHIP TECHNOLOGY INC
SOLEShares828.34K
TypeSH
Market value$74.31M
3.24%
Sole
583.40K
Shared
0.00
None
244.94K
METTLER-TOLEDO INTERNATIONAL
SOLEShares53.75K
TypeSH
Market value$71.55M
3.12%
Sole
36.97K
Shared
0.00
None
16.78K
ANALOG DEVICES INC
SOLEShares357.07K
TypeSH
Market value$70.63M
3.08%
Sole
250.59K
Shared
0.00
None
106.48K
LINDE PLC
SOLEShares148.82K
TypeSH
Market value$69.10M
3.01%
Sole
100.24K
Shared
0.00
None
48.58K
AMPHENOL CORP-CL A
SOLEShares580.42K
TypeSH
Market value$66.95M
2.92%
Sole
378.31K
Shared
0.00
None
202.10K
JOHNSON & JOHNSON
SOLEShares415.70K
TypeSH
Market value$65.76M
2.87%
Sole
319.74K
Shared
0.00
None
95.96K
GXO LOGISTICS INC
SOLEShares1.18M
TypeSH
Market value$63.65M
2.78%
Sole
820.24K
Shared
0.00
None
363.74K
DANAHER CORP
SOLEShares251.80K
TypeSH
Market value$62.88M
2.74%
Sole
200.38K
Shared
0.00
None
51.41K
APPLE INC
SOLEShares365.93K
TypeSH
Market value$62.75M
2.74%
Sole
260.21K
Shared
0.00
None
105.72K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares148.22K
TypeSH
Market value$62.33M
2.72%
Sole
104.50K
Shared
0.00
None
43.73K
PEPSICO INC
SOLEShares351.69K
TypeSH
Market value$61.55M
2.69%
Sole
240.33K
Shared
0.00
None
111.36K
NIKE INC CL B
SOLEShares629.81K
TypeSH
Market value$59.19M
2.58%
Sole
433.43K
Shared
0.00
None
196.38K
INTUIT INC
SOLEShares91.02K
TypeSH
Market value$59.16M
2.58%
Sole
62.79K
Shared
0.00
None
28.23K
ROPER TECHNOLOGIES INC
SOLEShares98.47K
TypeSH
Market value$55.23M
2.41%
Sole
67.97K
Shared
0.00
None
30.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON STOCKS | 361.06K | SH | $151.91M 6.63% | 253.77K | 0.00 | 107.30K |
AMAZON.COM INCSOLE | COMMON STOCKS | 685.85K | SH | $123.71M 5.40% | 489.50K | 0.00 | 196.34K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 93.38K | SH | $115.00M 5.02% | 65.60K | 0.00 | 27.78K |
WALT DISNEY CO/THESOLE | COMMON STOCKS | 842.29K | SH | $103.06M 4.50% | 594.07K | 0.00 | 248.22K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 633.22K | SH | $96.41M 4.21% | 452.37K | 0.00 | 180.85K |
SALESFORCE INCSOLE | COMMON STOCKS | 307.79K | SH | $92.70M 4.04% | 218.80K | 0.00 | 88.99K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 440.97K | SH | $86.00M 3.75% | 300.86K | 0.00 | 140.11K |
ORACLE CORPSOLE | COMMON STOCKS | 676.48K | SH | $84.97M 3.71% | 474.16K | 0.00 | 202.32K |
ADOBE INCSOLE | COMMON STOCKS | 167.44K | SH | $84.49M 3.69% | 118.15K | 0.00 | 49.29K |
AMERICAN TOWER CORPSOLE | COMMON STOCKS | 406.32K | SH | $80.29M 3.50% | 287.57K | 0.00 | 118.75K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 268.30K | SH | $74.88M 3.27% | 176.03K | 0.00 | 92.27K |
MICROCHIP TECHNOLOGY INCSOLE | COMMON STOCKS | 828.34K | SH | $74.31M 3.24% | 583.40K | 0.00 | 244.94K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 53.75K | SH | $71.55M 3.12% | 36.97K | 0.00 | 16.78K |
ANALOG DEVICES INCSOLE | COMMON STOCKS | 357.07K | SH | $70.63M 3.08% | 250.59K | 0.00 | 106.48K |
LINDE PLCSOLE | COMMON STOCKS | 148.82K | SH | $69.10M 3.01% | 100.24K | 0.00 | 48.58K |
AMPHENOL CORP-CL ASOLE | COMMON STOCKS | 580.42K | SH | $66.95M 2.92% | 378.31K | 0.00 | 202.10K |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 415.70K | SH | $65.76M 2.87% | 319.74K | 0.00 | 95.96K |
GXO LOGISTICS INCSOLE | COMMON STOCKS | 1.18M | SH | $63.65M 2.78% | 820.24K | 0.00 | 363.74K |
DANAHER CORPSOLE | COMMON STOCKS | 251.80K | SH | $62.88M 2.74% | 200.38K | 0.00 | 51.41K |
APPLE INCSOLE | COMMON STOCKS | 365.93K | SH | $62.75M 2.74% | 260.21K | 0.00 | 105.72K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 148.22K | SH | $62.33M 2.72% | 104.50K | 0.00 | 43.73K |
PEPSICO INCSOLE | COMMON STOCKS | 351.69K | SH | $61.55M 2.69% | 240.33K | 0.00 | 111.36K |
NIKE INC CL BSOLE | COMMON STOCKS | 629.81K | SH | $59.19M 2.58% | 433.43K | 0.00 | 196.38K |
INTUIT INCSOLE | COMMON STOCKS | 91.02K | SH | $59.16M 2.58% | 62.79K | 0.00 | 28.23K |
ROPER TECHNOLOGIES INCSOLE | COMMON STOCKS | 98.47K | SH | $55.23M 2.41% | 67.97K | 0.00 | 30.50K |
Page 1 of 3