Filed: 11/12/2025ACC: 0001214659-25-016167
π What this filing means
MAR VISTA INVESTMENT PARTNERS LLC filed this quarterly 13FβHR 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
COMMON STOCKS$1.15B100.0%
Portfolio Concentration
Top 3$216.24M18.8%
4β10$353.46M30.7%
11β25$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
SOLEShares168.14K
TypeSH
Market value$87.09M
7.57%
Sole
91.74K
Shared
0.00
None
76.41K
APPLE INC
SOLEShares270.36K
TypeSH
Market value$68.84M
5.98%
Sole
144.10K
Shared
0.00
None
126.26K
ORACLE CORP
SOLEShares214.43K
TypeSH
Market value$60.31M
5.24%
Sole
116.58K
Shared
0.00
None
97.85K
TRANSDIGM GROUP INC
SOLEShares42.05K
TypeSH
Market value$55.42M
4.82%
Sole
22.78K
Shared
0.00
None
19.27K
AMAZON.COM INC
SOLEShares247.96K
TypeSH
Market value$54.45M
4.73%
Sole
128.34K
Shared
0.00
None
119.62K
NVIDIA CORP
SOLEShares291.58K
TypeSH
Market value$54.40M
4.73%
Sole
151.53K
Shared
0.00
None
140.05K
AMPHENOL CORP-CL A
SOLEShares406.71K
TypeSH
Market value$50.33M
4.37%
Sole
224.62K
Shared
0.00
None
182.09K
LINDE PLC
SOLEShares100.67K
TypeSH
Market value$47.82M
4.16%
Sole
56.34K
Shared
0.00
None
44.33K
ALPHABET INC-CL C
SOLEShares194.56K
TypeSH
Market value$47.39M
4.12%
Sole
101.02K
Shared
0.00
None
93.54K
MOODYS CORP
SOLEShares91.63K
TypeSH
Market value$43.66M
3.79%
Sole
44.54K
Shared
0.00
None
47.09K
INTUIT INC
SOLEShares63.50K
TypeSH
Market value$43.37M
3.77%
Sole
34.65K
Shared
0.00
None
28.85K
META PLATFORMS INC-CLASS A
SOLEShares56.95K
TypeSH
Market value$41.82M
3.63%
Sole
28.20K
Shared
0.00
None
28.74K
SAP SE-SPONSORED ADR
SOLEShares141.15K
TypeSH
Market value$37.72M
3.28%
Sole
75.07K
Shared
0.00
None
66.08K
VISA INC-CLASS A SHARES
SOLEShares108.41K
TypeSH
Market value$37.01M
3.22%
Sole
53.73K
Shared
0.00
None
54.68K
AMETEK INC
SOLEShares179.83K
TypeSH
Market value$33.81M
2.94%
Sole
96.53K
Shared
0.00
None
83.29K
JOHNSON & JOHNSON
SOLEShares180.09K
TypeSH
Market value$33.39M
2.90%
Sole
123.97K
Shared
0.00
None
56.13K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares64.65K
TypeSH
Market value$32.50M
2.82%
Sole
36.06K
Shared
0.00
None
28.59K
STRYKER CORP
SOLEShares82.96K
TypeSH
Market value$30.67M
2.67%
Sole
46.07K
Shared
0.00
None
36.89K
ANALOG DEVICES INC
SOLEShares123.11K
TypeSH
Market value$30.25M
2.63%
Sole
71.08K
Shared
0.00
None
52.03K
VERALTO CORP
SOLEShares280.58K
TypeSH
Market value$29.91M
2.60%
Sole
133.78K
Shared
0.00
None
146.79K
METTLER-TOLEDO INTERNATIONAL
SOLEShares24.01K
TypeSH
Market value$29.47M
2.56%
Sole
14.16K
Shared
0.00
None
9.85K
SALESFORCE INC
SOLEShares123.69K
TypeSH
Market value$29.31M
2.55%
Sole
70.68K
Shared
0.00
None
53K
BROADCOM INC
SOLEShares87.25K
TypeSH
Market value$28.78M
2.50%
Sole
46.54K
Shared
0.00
None
40.70K
GENERAL ELECTRIC
SOLEShares83.82K
TypeSH
Market value$25.22M
2.19%
Sole
42.59K
Shared
0.00
None
41.23K
UNILEVER PLC-SPONSORED ADR
SOLEShares393.93K
TypeSH
Market value$23.35M
2.03%
Sole
201.88K
Shared
0.00
None
192.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON STOCKS | 168.14K | SH | $87.09M 7.57% | 91.74K | 0.00 | 76.41K |
APPLE INCSOLE | COMMON STOCKS | 270.36K | SH | $68.84M 5.98% | 144.10K | 0.00 | 126.26K |
ORACLE CORPSOLE | COMMON STOCKS | 214.43K | SH | $60.31M 5.24% | 116.58K | 0.00 | 97.85K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 42.05K | SH | $55.42M 4.82% | 22.78K | 0.00 | 19.27K |
AMAZON.COM INCSOLE | COMMON STOCKS | 247.96K | SH | $54.45M 4.73% | 128.34K | 0.00 | 119.62K |
NVIDIA CORPSOLE | COMMON STOCKS | 291.58K | SH | $54.40M 4.73% | 151.53K | 0.00 | 140.05K |
AMPHENOL CORP-CL ASOLE | COMMON STOCKS | 406.71K | SH | $50.33M 4.37% | 224.62K | 0.00 | 182.09K |
LINDE PLCSOLE | COMMON STOCKS | 100.67K | SH | $47.82M 4.16% | 56.34K | 0.00 | 44.33K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 194.56K | SH | $47.39M 4.12% | 101.02K | 0.00 | 93.54K |
MOODYS CORPSOLE | COMMON STOCKS | 91.63K | SH | $43.66M 3.79% | 44.54K | 0.00 | 47.09K |
INTUIT INCSOLE | COMMON STOCKS | 63.50K | SH | $43.37M 3.77% | 34.65K | 0.00 | 28.85K |
META PLATFORMS INC-CLASS ASOLE | COMMON STOCKS | 56.95K | SH | $41.82M 3.63% | 28.20K | 0.00 | 28.74K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 141.15K | SH | $37.72M 3.28% | 75.07K | 0.00 | 66.08K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 108.41K | SH | $37.01M 3.22% | 53.73K | 0.00 | 54.68K |
AMETEK INCSOLE | COMMON STOCKS | 179.83K | SH | $33.81M 2.94% | 96.53K | 0.00 | 83.29K |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 180.09K | SH | $33.39M 2.90% | 123.97K | 0.00 | 56.13K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 64.65K | SH | $32.50M 2.82% | 36.06K | 0.00 | 28.59K |
STRYKER CORPSOLE | COMMON STOCKS | 82.96K | SH | $30.67M 2.67% | 46.07K | 0.00 | 36.89K |
ANALOG DEVICES INCSOLE | COMMON STOCKS | 123.11K | SH | $30.25M 2.63% | 71.08K | 0.00 | 52.03K |
VERALTO CORPSOLE | COMMON STOCKS | 280.58K | SH | $29.91M 2.60% | 133.78K | 0.00 | 146.79K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 24.01K | SH | $29.47M 2.56% | 14.16K | 0.00 | 9.85K |
SALESFORCE INCSOLE | COMMON STOCKS | 123.69K | SH | $29.31M 2.55% | 70.68K | 0.00 | 53K |
BROADCOM INCSOLE | COMMON STOCKS | 87.25K | SH | $28.78M 2.50% | 46.54K | 0.00 | 40.70K |
GENERAL ELECTRICSOLE | COMMON STOCKS | 83.82K | SH | $25.22M 2.19% | 42.59K | 0.00 | 41.23K |
UNILEVER PLC-SPONSORED ADRSOLE | COMMON STOCKS | 393.93K | SH | $23.35M 2.03% | 201.88K | 0.00 | 192.05K |
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