MAR VISTA INVESTMENT PARTNERS LLC

PrivateCIK: 1419999
Location

LOS ANGELES, CA

πŸ“‹ What this filing means

MAR VISTA INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR 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

TOTAL AUM$1.57B59 positions
COMMON STOCKS$1.57B100.0%

Portfolio Concentration

Top 318.0%4–1027.0%11–2539.1%Rest15.9%TOP 1045.0%0%100%
Top 3$282.06M18.0%
4–10$423.96M27.0%
11–25$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

SOLE
COMMON STOCKS
Shares236.65K
TypeSH
Market value$101.83M
6.49%
Sole
139.32K
Shared
0.00
None
97.33K

APPLE INC

SOLE
COMMON STOCKS
Shares397.64K
TypeSH
Market value$92.65M
5.91%
Sole
231.21K
Shared
0.00
None
166.43K

TRANSDIGM GROUP INC

SOLE
COMMON STOCKS
Shares61.37K
TypeSH
Market value$87.58M
5.58%
Sole
35.13K
Shared
0.00
None
26.24K

AMERICAN TOWER CORP

SOLE
COMMON STOCKS
Shares305.44K
TypeSH
Market value$71.03M
4.53%
Sole
173.83K
Shared
0.00
None
131.62K

AMAZON.COM INC

SOLE
COMMON STOCKS
Shares369.45K
TypeSH
Market value$68.84M
4.39%
Sole
212.74K
Shared
0.00
None
156.71K

LINDE PLC

SOLE
COMMON STOCKS
Shares136.21K
TypeSH
Market value$64.95M
4.14%
Sole
73.30K
Shared
0.00
None
62.91K

ORACLE CORP

SOLE
COMMON STOCKS
Shares331.06K
TypeSH
Market value$56.41M
3.60%
Sole
194.60K
Shared
0.00
None
136.45K

SALESFORCE INC

SOLE
COMMON STOCKS
Shares203.37K
TypeSH
Market value$55.66M
3.55%
Sole
115.61K
Shared
0.00
None
87.76K

VISA INC-CLASS A SHARES

SOLE
COMMON STOCKS
Shares201.14K
TypeSH
Market value$55.30M
3.53%
Sole
105.25K
Shared
0.00
None
95.89K

METTLER-TOLEDO INTERNATIONAL

SOLE
COMMON STOCKS
Shares34.51K
TypeSH
Market value$51.75M
3.30%
Sole
18.71K
Shared
0.00
None
15.80K

SAP SE-SPONSORED ADR

SOLE
COMMON STOCKS
Shares219.07K
TypeSH
Market value$50.19M
3.20%
Sole
124.58K
Shared
0.00
None
94.50K

MOODYS CORP

SOLE
COMMON STOCKS
Shares104.39K
TypeSH
Market value$49.54M
3.16%
Sole
51.92K
Shared
0.00
None
52.47K

BERKSHIRE HATHAWAY INC-CL B

SOLE
COMMON STOCKS
Shares97.01K
TypeSH
Market value$44.65M
2.85%
Sole
56.29K
Shared
0.00
None
40.73K

ALPHABET INC-CL C

SOLE
COMMON STOCKS
Shares262.64K
TypeSH
Market value$43.91M
2.80%
Sole
153.08K
Shared
0.00
None
109.56K

ADOBE INC

SOLE
COMMON STOCKS
Shares83.88K
TypeSH
Market value$43.43M
2.77%
Sole
48.24K
Shared
0.00
None
35.64K

DANAHER CORP

SOLE
COMMON STOCKS
Shares149.83K
TypeSH
Market value$41.66M
2.66%
Sole
100.62K
Shared
0.00
None
49.21K

META PLATFORMS INC-CLASS A

SOLE
COMMON STOCKS
Shares71.64K
TypeSH
Market value$41.01M
2.61%
Sole
41.70K
Shared
0.00
None
29.93K

WALT DISNEY CO/THE

SOLE
COMMON STOCKS
Shares411.13K
TypeSH
Market value$39.55M
2.52%
Sole
236.64K
Shared
0.00
None
174.49K

ANALOG DEVICES INC

SOLE
COMMON STOCKS
Shares169.98K
TypeSH
Market value$39.12M
2.49%
Sole
104.09K
Shared
0.00
None
65.89K

BROADCOM INC

SOLE
COMMON STOCKS
Shares222.87K
TypeSH
Market value$38.44M
2.45%
Sole
128.91K
Shared
0.00
None
93.95K

JOHNSON & JOHNSON

SOLE
COMMON STOCKS
Shares233.59K
TypeSH
Market value$37.86M
2.41%
Sole
145.79K
Shared
0.00
None
87.80K

HEICO CORP

SOLE
COMMON STOCKS
Shares143.73K
TypeSH
Market value$37.58M
2.40%
Sole
68.94K
Shared
0.00
None
74.80K

INTUIT INC

SOLE
COMMON STOCKS
Shares60.15K
TypeSH
Market value$37.35M
2.38%
Sole
34.66K
Shared
0.00
None
25.49K

ROPER TECHNOLOGIES INC

SOLE
COMMON STOCKS
Shares63.57K
TypeSH
Market value$35.37M
2.26%
Sole
36.12K
Shared
0.00
None
27.45K

GXO LOGISTICS INC

SOLE
COMMON STOCKS
Shares650.57K
TypeSH
Market value$33.88M
2.16%
Sole
326.92K
Shared
0.00
None
323.65K
Page 1 of 3
MAR VISTA INVESTMENT PARTNERS LLC 13F Holdings β€” 59 Positions | Finecho