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 32 equity positions with a total reported market value of $1.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

32
Positions
$1.15B
Total AUM (reported)
4.39M
Total Shares

Allocation by class

TOTAL AUM$1.15B32 positions
COMMON STOCKS$1.15B100.0%

Portfolio Concentration

Top 318.8%4–1030.7%11–2542.3%Rest8.2%TOP 1049.5%0%100%
Top 3$216.24M18.8%
4–10$353.46M30.7%
11–25$486.58M42.3%
Rest$94.35M8.2%

Top 3 weight

18.8%

Top 10 weight

49.5%

Voting Authority Distribution

Total shares with voting rights: 4.39M

Sole

Full voting authority

2.39M

shares

% of voting shares54.3%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.01M

shares

% of voting shares45.7%

Investment Discretion (by position count)

Sole32
Shared0
Other0
Dominant voting typeSole Β· 54.3% of voting shares
Institutional Holdings32
Rows:

MICROSOFT CORP

SOLE
COMMON STOCKS
Shares168.14K
TypeSH
Market value$87.09M
7.57%
Sole
91.74K
Shared
0.00
None
76.41K

APPLE INC

SOLE
COMMON STOCKS
Shares270.36K
TypeSH
Market value$68.84M
5.98%
Sole
144.10K
Shared
0.00
None
126.26K

ORACLE CORP

SOLE
COMMON STOCKS
Shares214.43K
TypeSH
Market value$60.31M
5.24%
Sole
116.58K
Shared
0.00
None
97.85K

TRANSDIGM GROUP INC

SOLE
COMMON STOCKS
Shares42.05K
TypeSH
Market value$55.42M
4.82%
Sole
22.78K
Shared
0.00
None
19.27K

AMAZON.COM INC

SOLE
COMMON STOCKS
Shares247.96K
TypeSH
Market value$54.45M
4.73%
Sole
128.34K
Shared
0.00
None
119.62K

NVIDIA CORP

SOLE
COMMON STOCKS
Shares291.58K
TypeSH
Market value$54.40M
4.73%
Sole
151.53K
Shared
0.00
None
140.05K

AMPHENOL CORP-CL A

SOLE
COMMON STOCKS
Shares406.71K
TypeSH
Market value$50.33M
4.37%
Sole
224.62K
Shared
0.00
None
182.09K

LINDE PLC

SOLE
COMMON STOCKS
Shares100.67K
TypeSH
Market value$47.82M
4.16%
Sole
56.34K
Shared
0.00
None
44.33K

ALPHABET INC-CL C

SOLE
COMMON STOCKS
Shares194.56K
TypeSH
Market value$47.39M
4.12%
Sole
101.02K
Shared
0.00
None
93.54K

MOODYS CORP

SOLE
COMMON STOCKS
Shares91.63K
TypeSH
Market value$43.66M
3.79%
Sole
44.54K
Shared
0.00
None
47.09K

INTUIT INC

SOLE
COMMON STOCKS
Shares63.50K
TypeSH
Market value$43.37M
3.77%
Sole
34.65K
Shared
0.00
None
28.85K

META PLATFORMS INC-CLASS A

SOLE
COMMON STOCKS
Shares56.95K
TypeSH
Market value$41.82M
3.63%
Sole
28.20K
Shared
0.00
None
28.74K

SAP SE-SPONSORED ADR

SOLE
COMMON STOCKS
Shares141.15K
TypeSH
Market value$37.72M
3.28%
Sole
75.07K
Shared
0.00
None
66.08K

VISA INC-CLASS A SHARES

SOLE
COMMON STOCKS
Shares108.41K
TypeSH
Market value$37.01M
3.22%
Sole
53.73K
Shared
0.00
None
54.68K

AMETEK INC

SOLE
COMMON STOCKS
Shares179.83K
TypeSH
Market value$33.81M
2.94%
Sole
96.53K
Shared
0.00
None
83.29K

JOHNSON & JOHNSON

SOLE
COMMON STOCKS
Shares180.09K
TypeSH
Market value$33.39M
2.90%
Sole
123.97K
Shared
0.00
None
56.13K

BERKSHIRE HATHAWAY INC-CL B

SOLE
COMMON STOCKS
Shares64.65K
TypeSH
Market value$32.50M
2.82%
Sole
36.06K
Shared
0.00
None
28.59K

STRYKER CORP

SOLE
COMMON STOCKS
Shares82.96K
TypeSH
Market value$30.67M
2.67%
Sole
46.07K
Shared
0.00
None
36.89K

ANALOG DEVICES INC

SOLE
COMMON STOCKS
Shares123.11K
TypeSH
Market value$30.25M
2.63%
Sole
71.08K
Shared
0.00
None
52.03K

VERALTO CORP

SOLE
COMMON STOCKS
Shares280.58K
TypeSH
Market value$29.91M
2.60%
Sole
133.78K
Shared
0.00
None
146.79K

METTLER-TOLEDO INTERNATIONAL

SOLE
COMMON STOCKS
Shares24.01K
TypeSH
Market value$29.47M
2.56%
Sole
14.16K
Shared
0.00
None
9.85K

SALESFORCE INC

SOLE
COMMON STOCKS
Shares123.69K
TypeSH
Market value$29.31M
2.55%
Sole
70.68K
Shared
0.00
None
53K

BROADCOM INC

SOLE
COMMON STOCKS
Shares87.25K
TypeSH
Market value$28.78M
2.50%
Sole
46.54K
Shared
0.00
None
40.70K

GENERAL ELECTRIC

SOLE
COMMON STOCKS
Shares83.82K
TypeSH
Market value$25.22M
2.19%
Sole
42.59K
Shared
0.00
None
41.23K

UNILEVER PLC-SPONSORED ADR

SOLE
COMMON STOCKS
Shares393.93K
TypeSH
Market value$23.35M
2.03%
Sole
201.88K
Shared
0.00
None
192.05K
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MAR VISTA INVESTMENT PARTNERS LLC 13F Holdings β€” 32 Positions | Finecho