Filed: 11/13/2024ACC: 0001214659-24-018788
π What this filing means
MAR VISTA INVESTMENT PARTNERS LLC filed this quarterly 13FβHR report disclosing 59 equity positions with a total reported market value of $1.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$1.57B
Total AUM (reported)
7.89M
Total Shares
Allocation by class
COMMON STOCKS$1.57B100.0%
Portfolio Concentration
Top 3$282.06M18.0%
4β10$423.96M27.0%
11β25$613.54M39.1%
Rest$248.98M15.9%
Top 3 weight
18.0%
Top 10 weight
45.0%
Voting Authority Distribution
Total shares with voting rights: 7.89M
Sole
Full voting authority
4.73M
shares
% of voting shares59.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.16M
shares
% of voting shares40.1%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeSole Β· 59.9% of voting shares
Institutional Holdings59
Rows:
MICROSOFT CORP
SOLEShares236.65K
TypeSH
Market value$101.83M
6.49%
Sole
139.32K
Shared
0.00
None
97.33K
APPLE INC
SOLEShares397.64K
TypeSH
Market value$92.65M
5.91%
Sole
231.21K
Shared
0.00
None
166.43K
TRANSDIGM GROUP INC
SOLEShares61.37K
TypeSH
Market value$87.58M
5.58%
Sole
35.13K
Shared
0.00
None
26.24K
AMERICAN TOWER CORP
SOLEShares305.44K
TypeSH
Market value$71.03M
4.53%
Sole
173.83K
Shared
0.00
None
131.62K
AMAZON.COM INC
SOLEShares369.45K
TypeSH
Market value$68.84M
4.39%
Sole
212.74K
Shared
0.00
None
156.71K
LINDE PLC
SOLEShares136.21K
TypeSH
Market value$64.95M
4.14%
Sole
73.30K
Shared
0.00
None
62.91K
ORACLE CORP
SOLEShares331.06K
TypeSH
Market value$56.41M
3.60%
Sole
194.60K
Shared
0.00
None
136.45K
SALESFORCE INC
SOLEShares203.37K
TypeSH
Market value$55.66M
3.55%
Sole
115.61K
Shared
0.00
None
87.76K
VISA INC-CLASS A SHARES
SOLEShares201.14K
TypeSH
Market value$55.30M
3.53%
Sole
105.25K
Shared
0.00
None
95.89K
METTLER-TOLEDO INTERNATIONAL
SOLEShares34.51K
TypeSH
Market value$51.75M
3.30%
Sole
18.71K
Shared
0.00
None
15.80K
SAP SE-SPONSORED ADR
SOLEShares219.07K
TypeSH
Market value$50.19M
3.20%
Sole
124.58K
Shared
0.00
None
94.50K
MOODYS CORP
SOLEShares104.39K
TypeSH
Market value$49.54M
3.16%
Sole
51.92K
Shared
0.00
None
52.47K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares97.01K
TypeSH
Market value$44.65M
2.85%
Sole
56.29K
Shared
0.00
None
40.73K
ALPHABET INC-CL C
SOLEShares262.64K
TypeSH
Market value$43.91M
2.80%
Sole
153.08K
Shared
0.00
None
109.56K
ADOBE INC
SOLEShares83.88K
TypeSH
Market value$43.43M
2.77%
Sole
48.24K
Shared
0.00
None
35.64K
DANAHER CORP
SOLEShares149.83K
TypeSH
Market value$41.66M
2.66%
Sole
100.62K
Shared
0.00
None
49.21K
META PLATFORMS INC-CLASS A
SOLEShares71.64K
TypeSH
Market value$41.01M
2.61%
Sole
41.70K
Shared
0.00
None
29.93K
WALT DISNEY CO/THE
SOLEShares411.13K
TypeSH
Market value$39.55M
2.52%
Sole
236.64K
Shared
0.00
None
174.49K
ANALOG DEVICES INC
SOLEShares169.98K
TypeSH
Market value$39.12M
2.49%
Sole
104.09K
Shared
0.00
None
65.89K
BROADCOM INC
SOLEShares222.87K
TypeSH
Market value$38.44M
2.45%
Sole
128.91K
Shared
0.00
None
93.95K
JOHNSON & JOHNSON
SOLEShares233.59K
TypeSH
Market value$37.86M
2.41%
Sole
145.79K
Shared
0.00
None
87.80K
HEICO CORP
SOLEShares143.73K
TypeSH
Market value$37.58M
2.40%
Sole
68.94K
Shared
0.00
None
74.80K
INTUIT INC
SOLEShares60.15K
TypeSH
Market value$37.35M
2.38%
Sole
34.66K
Shared
0.00
None
25.49K
ROPER TECHNOLOGIES INC
SOLEShares63.57K
TypeSH
Market value$35.37M
2.26%
Sole
36.12K
Shared
0.00
None
27.45K
GXO LOGISTICS INC
SOLEShares650.57K
TypeSH
Market value$33.88M
2.16%
Sole
326.92K
Shared
0.00
None
323.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON STOCKS | 236.65K | SH | $101.83M 6.49% | 139.32K | 0.00 | 97.33K |
APPLE INCSOLE | COMMON STOCKS | 397.64K | SH | $92.65M 5.91% | 231.21K | 0.00 | 166.43K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 61.37K | SH | $87.58M 5.58% | 35.13K | 0.00 | 26.24K |
AMERICAN TOWER CORPSOLE | COMMON STOCKS | 305.44K | SH | $71.03M 4.53% | 173.83K | 0.00 | 131.62K |
AMAZON.COM INCSOLE | COMMON STOCKS | 369.45K | SH | $68.84M 4.39% | 212.74K | 0.00 | 156.71K |
LINDE PLCSOLE | COMMON STOCKS | 136.21K | SH | $64.95M 4.14% | 73.30K | 0.00 | 62.91K |
ORACLE CORPSOLE | COMMON STOCKS | 331.06K | SH | $56.41M 3.60% | 194.60K | 0.00 | 136.45K |
SALESFORCE INCSOLE | COMMON STOCKS | 203.37K | SH | $55.66M 3.55% | 115.61K | 0.00 | 87.76K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 201.14K | SH | $55.30M 3.53% | 105.25K | 0.00 | 95.89K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 34.51K | SH | $51.75M 3.30% | 18.71K | 0.00 | 15.80K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 219.07K | SH | $50.19M 3.20% | 124.58K | 0.00 | 94.50K |
MOODYS CORPSOLE | COMMON STOCKS | 104.39K | SH | $49.54M 3.16% | 51.92K | 0.00 | 52.47K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 97.01K | SH | $44.65M 2.85% | 56.29K | 0.00 | 40.73K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 262.64K | SH | $43.91M 2.80% | 153.08K | 0.00 | 109.56K |
ADOBE INCSOLE | COMMON STOCKS | 83.88K | SH | $43.43M 2.77% | 48.24K | 0.00 | 35.64K |
DANAHER CORPSOLE | COMMON STOCKS | 149.83K | SH | $41.66M 2.66% | 100.62K | 0.00 | 49.21K |
META PLATFORMS INC-CLASS ASOLE | COMMON STOCKS | 71.64K | SH | $41.01M 2.61% | 41.70K | 0.00 | 29.93K |
WALT DISNEY CO/THESOLE | COMMON STOCKS | 411.13K | SH | $39.55M 2.52% | 236.64K | 0.00 | 174.49K |
ANALOG DEVICES INCSOLE | COMMON STOCKS | 169.98K | SH | $39.12M 2.49% | 104.09K | 0.00 | 65.89K |
BROADCOM INCSOLE | COMMON STOCKS | 222.87K | SH | $38.44M 2.45% | 128.91K | 0.00 | 93.95K |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 233.59K | SH | $37.86M 2.41% | 145.79K | 0.00 | 87.80K |
HEICO CORPSOLE | COMMON STOCKS | 143.73K | SH | $37.58M 2.40% | 68.94K | 0.00 | 74.80K |
INTUIT INCSOLE | COMMON STOCKS | 60.15K | SH | $37.35M 2.38% | 34.66K | 0.00 | 25.49K |
ROPER TECHNOLOGIES INCSOLE | COMMON STOCKS | 63.57K | SH | $35.37M 2.26% | 36.12K | 0.00 | 27.45K |
GXO LOGISTICS INCSOLE | COMMON STOCKS | 650.57K | SH | $33.88M 2.16% | 326.92K | 0.00 | 323.65K |
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