Filed: 8/11/2025ACC: 0001214659-25-011763
π What this filing means
MAR VISTA INVESTMENT PARTNERS LLC filed this quarterly 13FβHR report disclosing 57 equity positions with a total reported market value of $1.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$1.31B
Total AUM (reported)
5.77M
Total Shares
Allocation by class
COMMON STOCKS$1.31B100.0%
Portfolio Concentration
Top 3$230.71M17.7%
4β10$362.55M27.8%
11β25$527.70M40.4%
Rest$184.92M14.2%
Top 3 weight
17.7%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 5.77M
Sole
Full voting authority
2.46M
shares
% of voting shares42.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.31M
shares
% of voting shares57.4%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeNone Β· 57.4% of voting shares
Institutional Holdings57
Rows:
MICROSOFT CORP
SOLEShares199.34K
TypeSH
Market value$99.15M
7.59%
Sole
96.30K
Shared
0.00
None
103.04K
TRANSDIGM GROUP INC
SOLEShares45.72K
TypeSH
Market value$69.53M
5.32%
Sole
23.76K
Shared
0.00
None
21.96K
AMAZON.COM INC
SOLEShares282.74K
TypeSH
Market value$62.03M
4.75%
Sole
133.55K
Shared
0.00
None
149.19K
ORACLE CORP
SOLEShares262.59K
TypeSH
Market value$57.41M
4.40%
Sole
123.83K
Shared
0.00
None
138.75K
INTUIT INC
SOLEShares72.28K
TypeSH
Market value$56.93M
4.36%
Sole
36.52K
Shared
0.00
None
35.75K
LINDE PLC
SOLEShares120.79K
TypeSH
Market value$56.67M
4.34%
Sole
58.63K
Shared
0.00
None
62.15K
META PLATFORMS INC-CLASS A
SOLEShares67.28K
TypeSH
Market value$49.66M
3.80%
Sole
29.61K
Shared
0.00
None
37.67K
APPLE INC
SOLEShares239.05K
TypeSH
Market value$49.05M
3.76%
Sole
109K
Shared
0.00
None
130.05K
MOODYS CORP
SOLEShares93.43K
TypeSH
Market value$46.86M
3.59%
Sole
45.96K
Shared
0.00
None
47.47K
BROADCOM INC
SOLEShares166.77K
TypeSH
Market value$45.97M
3.52%
Sole
91.46K
Shared
0.00
None
75.31K
SAP SE-SPONSORED ADR
SOLEShares147.37K
TypeSH
Market value$44.81M
3.43%
Sole
65.11K
Shared
0.00
None
82.25K
AMPHENOL CORP-CL A
SOLEShares423.19K
TypeSH
Market value$41.79M
3.20%
Sole
233.98K
Shared
0.00
None
189.22K
SALESFORCE INC
SOLEShares150.59K
TypeSH
Market value$41.06M
3.14%
Sole
73.86K
Shared
0.00
None
76.73K
VISA INC-CLASS A SHARES
SOLEShares113.43K
TypeSH
Market value$40.27M
3.08%
Sole
56.21K
Shared
0.00
None
57.22K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares77K
TypeSH
Market value$37.40M
2.86%
Sole
37.98K
Shared
0.00
None
39.01K
NVIDIA CORP
SOLEShares231.59K
TypeSH
Market value$36.59M
2.80%
Sole
83.56K
Shared
0.00
None
148.04K
ANALOG DEVICES INC
SOLEShares153.38K
TypeSH
Market value$36.51M
2.80%
Sole
74.60K
Shared
0.00
None
78.78K
STRYKER CORP
SOLEShares84.86K
TypeSH
Market value$33.57M
2.57%
Sole
48.43K
Shared
0.00
None
36.43K
AMETEK INC
SOLEShares183.73K
TypeSH
Market value$33.25M
2.55%
Sole
100.85K
Shared
0.00
None
82.88K
EQUIFAX INC
SOLEShares127.29K
TypeSH
Market value$33.01M
2.53%
Sole
75.61K
Shared
0.00
None
51.68K
UNILEVER PLC-SPONSORED ADR
SOLEShares513.63K
TypeSH
Market value$31.42M
2.41%
Sole
213.59K
Shared
0.00
None
300.03K
GENERAL ELECTRIC
SOLEShares117.39K
TypeSH
Market value$30.22M
2.31%
Sole
45.12K
Shared
0.00
None
72.28K
METTLER-TOLEDO INTERNATIONAL
SOLEShares25.16K
TypeSH
Market value$29.55M
2.26%
Sole
15.15K
Shared
0.00
None
10.01K
ALPHABET INC-CL C
SOLEShares164.58K
TypeSH
Market value$29.19M
2.24%
Sole
76.80K
Shared
0.00
None
87.78K
VERALTO CORP
SOLEShares287.62K
TypeSH
Market value$29.04M
2.22%
Sole
136.46K
Shared
0.00
None
151.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON STOCKS | 199.34K | SH | $99.15M 7.59% | 96.30K | 0.00 | 103.04K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 45.72K | SH | $69.53M 5.32% | 23.76K | 0.00 | 21.96K |
AMAZON.COM INCSOLE | COMMON STOCKS | 282.74K | SH | $62.03M 4.75% | 133.55K | 0.00 | 149.19K |
ORACLE CORPSOLE | COMMON STOCKS | 262.59K | SH | $57.41M 4.40% | 123.83K | 0.00 | 138.75K |
INTUIT INCSOLE | COMMON STOCKS | 72.28K | SH | $56.93M 4.36% | 36.52K | 0.00 | 35.75K |
LINDE PLCSOLE | COMMON STOCKS | 120.79K | SH | $56.67M 4.34% | 58.63K | 0.00 | 62.15K |
META PLATFORMS INC-CLASS ASOLE | COMMON STOCKS | 67.28K | SH | $49.66M 3.80% | 29.61K | 0.00 | 37.67K |
APPLE INCSOLE | COMMON STOCKS | 239.05K | SH | $49.05M 3.76% | 109K | 0.00 | 130.05K |
MOODYS CORPSOLE | COMMON STOCKS | 93.43K | SH | $46.86M 3.59% | 45.96K | 0.00 | 47.47K |
BROADCOM INCSOLE | COMMON STOCKS | 166.77K | SH | $45.97M 3.52% | 91.46K | 0.00 | 75.31K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 147.37K | SH | $44.81M 3.43% | 65.11K | 0.00 | 82.25K |
AMPHENOL CORP-CL ASOLE | COMMON STOCKS | 423.19K | SH | $41.79M 3.20% | 233.98K | 0.00 | 189.22K |
SALESFORCE INCSOLE | COMMON STOCKS | 150.59K | SH | $41.06M 3.14% | 73.86K | 0.00 | 76.73K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 113.43K | SH | $40.27M 3.08% | 56.21K | 0.00 | 57.22K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 77K | SH | $37.40M 2.86% | 37.98K | 0.00 | 39.01K |
NVIDIA CORPSOLE | COMMON STOCKS | 231.59K | SH | $36.59M 2.80% | 83.56K | 0.00 | 148.04K |
ANALOG DEVICES INCSOLE | COMMON STOCKS | 153.38K | SH | $36.51M 2.80% | 74.60K | 0.00 | 78.78K |
STRYKER CORPSOLE | COMMON STOCKS | 84.86K | SH | $33.57M 2.57% | 48.43K | 0.00 | 36.43K |
AMETEK INCSOLE | COMMON STOCKS | 183.73K | SH | $33.25M 2.55% | 100.85K | 0.00 | 82.88K |
EQUIFAX INCSOLE | COMMON STOCKS | 127.29K | SH | $33.01M 2.53% | 75.61K | 0.00 | 51.68K |
UNILEVER PLC-SPONSORED ADRSOLE | COMMON STOCKS | 513.63K | SH | $31.42M 2.41% | 213.59K | 0.00 | 300.03K |
GENERAL ELECTRICSOLE | COMMON STOCKS | 117.39K | SH | $30.22M 2.31% | 45.12K | 0.00 | 72.28K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 25.16K | SH | $29.55M 2.26% | 15.15K | 0.00 | 10.01K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 164.58K | SH | $29.19M 2.24% | 76.80K | 0.00 | 87.78K |
VERALTO CORPSOLE | COMMON STOCKS | 287.62K | SH | $29.04M 2.22% | 136.46K | 0.00 | 151.16K |
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