Filed: 2/14/2025ACC: 0001214659-25-002650
π What this filing means
MAR VISTA INVESTMENT PARTNERS LLC filed this quarterly 13FβHR report disclosing 56 equity positions with a total reported market value of $1.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$1.46B
Total AUM (reported)
6.71M
Total Shares
Allocation by class
COMMON STOCKS$1.46B100.0%
Portfolio Concentration
Top 3$261.37M17.9%
4β10$426.90M29.2%
11β25$608.48M41.7%
Rest$163.57M11.2%
Top 3 weight
17.9%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 6.71M
Sole
Full voting authority
4.10M
shares
% of voting shares61.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.61M
shares
% of voting shares38.9%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeSole Β· 61.1% of voting shares
Institutional Holdings56
Rows:
APPLE INC
SOLEShares368.42K
TypeSH
Market value$92.26M
6.32%
Sole
214.18K
Shared
0.00
None
154.23K
MICROSOFT CORP
SOLEShares218.42K
TypeSH
Market value$92.06M
6.30%
Sole
128.88K
Shared
0.00
None
89.54K
AMAZON.COM INC
SOLEShares351.17K
TypeSH
Market value$77.04M
5.28%
Sole
206.27K
Shared
0.00
None
144.90K
TRANSDIGM GROUP INC
SOLEShares59.02K
TypeSH
Market value$74.79M
5.12%
Sole
33.57K
Shared
0.00
None
25.45K
SALESFORCE INC
SOLEShares192.48K
TypeSH
Market value$64.35M
4.41%
Sole
110.71K
Shared
0.00
None
81.77K
VISA INC-CLASS A SHARES
SOLEShares196.88K
TypeSH
Market value$62.22M
4.26%
Sole
100.26K
Shared
0.00
None
96.62K
BROADCOM INC
SOLEShares263K
TypeSH
Market value$60.98M
4.18%
Sole
153.39K
Shared
0.00
None
109.62K
META PLATFORMS INC-CLASS A
SOLEShares99.47K
TypeSH
Market value$58.24M
3.99%
Sole
55.60K
Shared
0.00
None
43.87K
ORACLE CORP
SOLEShares319.99K
TypeSH
Market value$53.32M
3.65%
Sole
187.20K
Shared
0.00
None
132.79K
LINDE PLC
SOLEShares126.57K
TypeSH
Market value$52.99M
3.63%
Sole
72.40K
Shared
0.00
None
54.17K
ALPHABET INC-CL C
SOLEShares274.34K
TypeSH
Market value$52.25M
3.58%
Sole
155.76K
Shared
0.00
None
118.58K
SAP SE-SPONSORED ADR
SOLEShares207.01K
TypeSH
Market value$50.97M
3.49%
Sole
122.29K
Shared
0.00
None
84.72K
MOODYS CORP
SOLEShares105.42K
TypeSH
Market value$49.90M
3.42%
Sole
50.79K
Shared
0.00
None
54.63K
INTUIT INC
SOLEShares78.71K
TypeSH
Market value$49.47M
3.39%
Sole
45.79K
Shared
0.00
None
32.92K
METTLER-TOLEDO INTERNATIONAL
SOLEShares35.04K
TypeSH
Market value$42.87M
2.94%
Sole
17.64K
Shared
0.00
None
17.39K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares90.80K
TypeSH
Market value$41.16M
2.82%
Sole
54.77K
Shared
0.00
None
36.02K
AMPHENOL CORP-CL A
SOLEShares580.44K
TypeSH
Market value$40.31M
2.76%
Sole
297.21K
Shared
0.00
None
283.23K
ADOBE INC
SOLEShares88.74K
TypeSH
Market value$39.46M
2.70%
Sole
47.22K
Shared
0.00
None
41.52K
EQUIFAX INC
SOLEShares153.91K
TypeSH
Market value$39.22M
2.69%
Sole
83.65K
Shared
0.00
None
70.25K
ANALOG DEVICES INC
SOLEShares183.84K
TypeSH
Market value$39.06M
2.67%
Sole
112.86K
Shared
0.00
None
70.97K
AMETEK INC
SOLEShares193.93K
TypeSH
Market value$34.96M
2.39%
Sole
96.08K
Shared
0.00
None
97.84K
DANAHER CORP
SOLEShares145.32K
TypeSH
Market value$33.36M
2.28%
Sole
105.53K
Shared
0.00
None
39.79K
JOHNSON & JOHNSON
SOLEShares222.03K
TypeSH
Market value$32.11M
2.20%
Sole
140.15K
Shared
0.00
None
81.89K
UNILEVER PLC-SPONSORED ADR
SOLEShares561.27K
TypeSH
Market value$31.82M
2.18%
Sole
332.02K
Shared
0.00
None
229.26K
HEICO CORP
SOLEShares132.77K
TypeSH
Market value$31.57M
2.16%
Sole
67.02K
Shared
0.00
None
65.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COMMON STOCKS | 368.42K | SH | $92.26M 6.32% | 214.18K | 0.00 | 154.23K |
MICROSOFT CORPSOLE | COMMON STOCKS | 218.42K | SH | $92.06M 6.30% | 128.88K | 0.00 | 89.54K |
AMAZON.COM INCSOLE | COMMON STOCKS | 351.17K | SH | $77.04M 5.28% | 206.27K | 0.00 | 144.90K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 59.02K | SH | $74.79M 5.12% | 33.57K | 0.00 | 25.45K |
SALESFORCE INCSOLE | COMMON STOCKS | 192.48K | SH | $64.35M 4.41% | 110.71K | 0.00 | 81.77K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 196.88K | SH | $62.22M 4.26% | 100.26K | 0.00 | 96.62K |
BROADCOM INCSOLE | COMMON STOCKS | 263K | SH | $60.98M 4.18% | 153.39K | 0.00 | 109.62K |
META PLATFORMS INC-CLASS ASOLE | COMMON STOCKS | 99.47K | SH | $58.24M 3.99% | 55.60K | 0.00 | 43.87K |
ORACLE CORPSOLE | COMMON STOCKS | 319.99K | SH | $53.32M 3.65% | 187.20K | 0.00 | 132.79K |
LINDE PLCSOLE | COMMON STOCKS | 126.57K | SH | $52.99M 3.63% | 72.40K | 0.00 | 54.17K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 274.34K | SH | $52.25M 3.58% | 155.76K | 0.00 | 118.58K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 207.01K | SH | $50.97M 3.49% | 122.29K | 0.00 | 84.72K |
MOODYS CORPSOLE | COMMON STOCKS | 105.42K | SH | $49.90M 3.42% | 50.79K | 0.00 | 54.63K |
INTUIT INCSOLE | COMMON STOCKS | 78.71K | SH | $49.47M 3.39% | 45.79K | 0.00 | 32.92K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 35.04K | SH | $42.87M 2.94% | 17.64K | 0.00 | 17.39K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 90.80K | SH | $41.16M 2.82% | 54.77K | 0.00 | 36.02K |
AMPHENOL CORP-CL ASOLE | COMMON STOCKS | 580.44K | SH | $40.31M 2.76% | 297.21K | 0.00 | 283.23K |
ADOBE INCSOLE | COMMON STOCKS | 88.74K | SH | $39.46M 2.70% | 47.22K | 0.00 | 41.52K |
EQUIFAX INCSOLE | COMMON STOCKS | 153.91K | SH | $39.22M 2.69% | 83.65K | 0.00 | 70.25K |
ANALOG DEVICES INCSOLE | COMMON STOCKS | 183.84K | SH | $39.06M 2.67% | 112.86K | 0.00 | 70.97K |
AMETEK INCSOLE | COMMON STOCKS | 193.93K | SH | $34.96M 2.39% | 96.08K | 0.00 | 97.84K |
DANAHER CORPSOLE | COMMON STOCKS | 145.32K | SH | $33.36M 2.28% | 105.53K | 0.00 | 39.79K |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 222.03K | SH | $32.11M 2.20% | 140.15K | 0.00 | 81.89K |
UNILEVER PLC-SPONSORED ADRSOLE | COMMON STOCKS | 561.27K | SH | $31.82M 2.18% | 332.02K | 0.00 | 229.26K |
HEICO CORPSOLE | COMMON STOCKS | 132.77K | SH | $31.57M 2.16% | 67.02K | 0.00 | 65.75K |
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