Filed: 8/2/2024ACC: 0001214659-24-013579
📋 What this filing means
MAR VISTA INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $2.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$2.03B
Total AUM (reported)
11.18M
Total Shares
Allocation by class
COMMON STOCKS$2.03B100.0%
Portfolio Concentration
Top 3$356.26M17.5%
4–10$540.85M26.6%
11–25$825.72M40.6%
Rest$310.16M15.3%
Top 3 weight
17.5%
Top 10 weight
44.1%
Voting Authority Distribution
Total shares with voting rights: 11.18M
Sole
Full voting authority
7.51M
shares
% of voting shares67.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.68M
shares
% of voting shares32.9%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeSole · 67.1% of voting shares
Institutional Holdings61
Rows:
MICROSOFT CORP
SOLEShares313.74K
TypeSH
Market value$140.22M
6.90%
Sole
210.62K
Shared
0.00
None
103.11K
APPLE INC
SOLEShares532.12K
TypeSH
Market value$112.07M
5.51%
Sole
353.54K
Shared
0.00
None
178.58K
TRANSDIGM GROUP INC
SOLEShares81.37K
TypeSH
Market value$103.96M
5.11%
Sole
54.05K
Shared
0.00
None
27.32K
AMAZON.COM INC
SOLEShares495.39K
TypeSH
Market value$95.73M
4.71%
Sole
326.69K
Shared
0.00
None
168.71K
ORACLE CORP
SOLEShares584.65K
TypeSH
Market value$82.55M
4.06%
Sole
387.10K
Shared
0.00
None
197.55K
AMERICAN TOWER CORP
SOLEShares405.54K
TypeSH
Market value$78.83M
3.88%
Sole
268.65K
Shared
0.00
None
136.88K
SAP SE-SPONSORED ADR
SOLEShares383.09K
TypeSH
Market value$77.27M
3.80%
Sole
244.94K
Shared
0.00
None
138.16K
SALESFORCE INC
SOLEShares273.67K
TypeSH
Market value$70.36M
3.46%
Sole
178.69K
Shared
0.00
None
94.97K
LINDE PLC
SOLEShares155.90K
TypeSH
Market value$68.41M
3.37%
Sole
100.56K
Shared
0.00
None
55.34K
VISA INC-CLASS A SHARES
SOLEShares257.89K
TypeSH
Market value$67.69M
3.33%
Sole
160.44K
Shared
0.00
None
97.45K
METTLER-TOLEDO INTERNATIONAL
SOLEShares47.39K
TypeSH
Market value$66.24M
3.26%
Sole
29.90K
Shared
0.00
None
17.50K
AMPHENOL CORP-CL A
SOLEShares973.86K
TypeSH
Market value$65.61M
3.23%
Sole
598.08K
Shared
0.00
None
375.78K
ALPHABET INC-CL C
SOLEShares350.49K
TypeSH
Market value$64.29M
3.16%
Sole
231.88K
Shared
0.00
None
118.62K
ADOBE INC
SOLEShares111.80K
TypeSH
Market value$62.11M
3.05%
Sole
73.55K
Shared
0.00
None
38.24K
MOODYS CORP
SOLEShares134.75K
TypeSH
Market value$56.72M
2.79%
Sole
86.97K
Shared
0.00
None
47.78K
WALT DISNEY CO/THE
SOLEShares561.25K
TypeSH
Market value$55.73M
2.74%
Sole
370.18K
Shared
0.00
None
191.07K
DANAHER CORP
SOLEShares214.99K
TypeSH
Market value$53.71M
2.64%
Sole
161.23K
Shared
0.00
None
53.76K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares131.34K
TypeSH
Market value$53.43M
2.63%
Sole
85.91K
Shared
0.00
None
45.43K
INTUIT INC
SOLEShares79.47K
TypeSH
Market value$52.23M
2.57%
Sole
51.90K
Shared
0.00
None
27.57K
JOHNSON & JOHNSON
SOLEShares343.12K
TypeSH
Market value$50.15M
2.47%
Sole
249.03K
Shared
0.00
None
94.09K
BROADCOM INC
SOLEShares31.21K
TypeSH
Market value$50.11M
2.46%
Sole
20.22K
Shared
0.00
None
10.99K
META PLATFORMS INC-CLASS A
SOLEShares98.26K
TypeSH
Market value$49.54M
2.44%
Sole
64.79K
Shared
0.00
None
33.47K
ANALOG DEVICES INC
SOLEShares213.82K
TypeSH
Market value$48.81M
2.40%
Sole
141.79K
Shared
0.00
None
72.03K
GXO LOGISTICS INC
SOLEShares961.76K
TypeSH
Market value$48.57M
2.39%
Sole
613.88K
Shared
0.00
None
347.87K
ROPER TECHNOLOGIES INC
SOLEShares85.99K
TypeSH
Market value$48.47M
2.38%
Sole
56.31K
Shared
0.00
None
29.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON STOCKS | 313.74K | SH | $140.22M 6.90% | 210.62K | 0.00 | 103.11K |
APPLE INCSOLE | COMMON STOCKS | 532.12K | SH | $112.07M 5.51% | 353.54K | 0.00 | 178.58K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 81.37K | SH | $103.96M 5.11% | 54.05K | 0.00 | 27.32K |
AMAZON.COM INCSOLE | COMMON STOCKS | 495.39K | SH | $95.73M 4.71% | 326.69K | 0.00 | 168.71K |
ORACLE CORPSOLE | COMMON STOCKS | 584.65K | SH | $82.55M 4.06% | 387.10K | 0.00 | 197.55K |
AMERICAN TOWER CORPSOLE | COMMON STOCKS | 405.54K | SH | $78.83M 3.88% | 268.65K | 0.00 | 136.88K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 383.09K | SH | $77.27M 3.80% | 244.94K | 0.00 | 138.16K |
SALESFORCE INCSOLE | COMMON STOCKS | 273.67K | SH | $70.36M 3.46% | 178.69K | 0.00 | 94.97K |
LINDE PLCSOLE | COMMON STOCKS | 155.90K | SH | $68.41M 3.37% | 100.56K | 0.00 | 55.34K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 257.89K | SH | $67.69M 3.33% | 160.44K | 0.00 | 97.45K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 47.39K | SH | $66.24M 3.26% | 29.90K | 0.00 | 17.50K |
AMPHENOL CORP-CL ASOLE | COMMON STOCKS | 973.86K | SH | $65.61M 3.23% | 598.08K | 0.00 | 375.78K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 350.49K | SH | $64.29M 3.16% | 231.88K | 0.00 | 118.62K |
ADOBE INCSOLE | COMMON STOCKS | 111.80K | SH | $62.11M 3.05% | 73.55K | 0.00 | 38.24K |
MOODYS CORPSOLE | COMMON STOCKS | 134.75K | SH | $56.72M 2.79% | 86.97K | 0.00 | 47.78K |
WALT DISNEY CO/THESOLE | COMMON STOCKS | 561.25K | SH | $55.73M 2.74% | 370.18K | 0.00 | 191.07K |
DANAHER CORPSOLE | COMMON STOCKS | 214.99K | SH | $53.71M 2.64% | 161.23K | 0.00 | 53.76K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 131.34K | SH | $53.43M 2.63% | 85.91K | 0.00 | 45.43K |
INTUIT INCSOLE | COMMON STOCKS | 79.47K | SH | $52.23M 2.57% | 51.90K | 0.00 | 27.57K |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 343.12K | SH | $50.15M 2.47% | 249.03K | 0.00 | 94.09K |
BROADCOM INCSOLE | COMMON STOCKS | 31.21K | SH | $50.11M 2.46% | 20.22K | 0.00 | 10.99K |
META PLATFORMS INC-CLASS ASOLE | COMMON STOCKS | 98.26K | SH | $49.54M 2.44% | 64.79K | 0.00 | 33.47K |
ANALOG DEVICES INCSOLE | COMMON STOCKS | 213.82K | SH | $48.81M 2.40% | 141.79K | 0.00 | 72.03K |
GXO LOGISTICS INCSOLE | COMMON STOCKS | 961.76K | SH | $48.57M 2.39% | 613.88K | 0.00 | 347.87K |
ROPER TECHNOLOGIES INCSOLE | COMMON STOCKS | 85.99K | SH | $48.47M 2.38% | 56.31K | 0.00 | 29.68K |
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