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 35 equity positions with a total reported market value of $999.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

35
Positions
$999.74M
Total AUM (reported)
4.45M
Total Shares

Allocation by class

TOTAL AUM$999.74M35 positions
COMMON STOCKS$999.74M100.0%

Portfolio Concentration

Top 318.7%4–1031.7%11–2543.5%Rest6.0%TOP 1050.5%0%100%
Top 3$187.39M18.7%
4–10$317.36M31.7%
11–25$434.74M43.5%
Rest$60.24M6.0%

Top 3 weight

18.7%

Top 10 weight

50.5%

Voting Authority Distribution

Total shares with voting rights: 4.45M

Sole

Full voting authority

2.31M

shares

% of voting shares51.9%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.14M

shares

% of voting shares48.1%

Investment Discretion (by position count)

Sole35
Shared0
Other0
Dominant voting typeSole Β· 51.9% of voting shares
Institutional Holdings35
Rows:

APPLE INC

SOLE
COMMON STOCKS
Shares258.05K
TypeSH
Market value$65.49M
6.55%
Sole
133.46K
Shared
0.00
None
124.59K

NVIDIA CORP

SOLE
COMMON STOCKS
Shares360.09K
TypeSH
Market value$62.80M
6.28%
Sole
182.57K
Shared
0.00
None
177.53K

MICROSOFT CORP

SOLE
COMMON STOCKS
Shares159.64K
TypeSH
Market value$59.10M
5.91%
Sole
81.20K
Shared
0.00
None
78.45K

AMAZON.COM INC

SOLE
COMMON STOCKS
Shares269.94K
TypeSH
Market value$56.22M
5.62%
Sole
140.21K
Shared
0.00
None
129.73K

ALPHABET INC-CL C

SOLE
COMMON STOCKS
Shares175.01K
TypeSH
Market value$50.20M
5.02%
Sole
85.93K
Shared
0.00
None
89.09K

TRANSDIGM GROUP INC

SOLE
COMMON STOCKS
Shares39.25K
TypeSH
Market value$45.48M
4.55%
Sole
20.13K
Shared
0.00
None
19.12K

BROADCOM INC

SOLE
COMMON STOCKS
Shares139.78K
TypeSH
Market value$43.26M
4.33%
Sole
75.28K
Shared
0.00
None
64.49K

VISA INC-CLASS A SHARES

SOLE
COMMON STOCKS
Shares137.14K
TypeSH
Market value$41.45M
4.15%
Sole
66.19K
Shared
0.00
None
70.95K

JOHNSON & JOHNSON

SOLE
COMMON STOCKS
Shares166K
TypeSH
Market value$40.58M
4.06%
Sole
116.17K
Shared
0.00
None
49.83K

MOODYS CORP

SOLE
COMMON STOCKS
Shares92.07K
TypeSH
Market value$40.17M
4.02%
Sole
42.36K
Shared
0.00
None
49.71K

ANALOG DEVICES INC

SOLE
COMMON STOCKS
Shares119.46K
TypeSH
Market value$38.00M
3.80%
Sole
65.61K
Shared
0.00
None
53.84K

LINDE PLC

SOLE
COMMON STOCKS
Shares74.33K
TypeSH
Market value$36.85M
3.69%
Sole
39.65K
Shared
0.00
None
34.68K

AMPHENOL CORP-CL A

SOLE
COMMON STOCKS
Shares290.46K
TypeSH
Market value$36.70M
3.67%
Sole
153.62K
Shared
0.00
None
136.84K

AMETEK INC

SOLE
COMMON STOCKS
Shares171.13K
TypeSH
Market value$36.68M
3.67%
Sole
88.19K
Shared
0.00
None
82.94K

GE AEROSPACE

SOLE
COMMON STOCKS
Shares128.34K
TypeSH
Market value$36.42M
3.64%
Sole
79.62K
Shared
0.00
None
48.72K

STRYKER CORP

SOLE
COMMON STOCKS
Shares103.64K
TypeSH
Market value$34.05M
3.41%
Sole
52.87K
Shared
0.00
None
50.77K

TAIWAN SEMICONDUCTOR-SP ADR

SOLE
COMMON STOCKS
Shares90.43K
TypeSH
Market value$30.56M
3.06%
Sole
51.99K
Shared
0.00
None
38.44K

META PLATFORMS INC-CLASS A

SOLE
COMMON STOCKS
Shares52.53K
TypeSH
Market value$30.05M
3.01%
Sole
25.91K
Shared
0.00
None
26.61K

BERKSHIRE HATHAWAY INC-CL B

SOLE
COMMON STOCKS
Shares60.06K
TypeSH
Market value$28.78M
2.88%
Sole
32.86K
Shared
0.00
None
27.20K

NETFLIX INC

SOLE
COMMON STOCKS
Shares259.29K
TypeSH
Market value$24.93M
2.49%
Sole
107.69K
Shared
0.00
None
151.60K

DANAHER CORP

SOLE
COMMON STOCKS
Shares120.19K
TypeSH
Market value$22.79M
2.28%
Sole
77.50K
Shared
0.00
None
42.68K

METTLER-TOLEDO INTERNATIONAL

SOLE
COMMON STOCKS
Shares17K
TypeSH
Market value$21.44M
2.14%
Sole
8.87K
Shared
0.00
None
8.13K

GE VERNOVA INC

SOLE
COMMON STOCKS
Shares23.19K
TypeSH
Market value$20.24M
2.02%
Sole
6.97K
Shared
0.00
None
16.22K

UNILEVER PLC-SPONSORED ADR

SOLE
COMMON STOCKS
Shares344.96K
TypeSH
Market value$19.65M
1.97%
Sole
162.14K
Shared
0.00
None
182.81K

ORACLE CORP

SOLE
COMMON STOCKS
Shares119.50K
TypeSH
Market value$17.58M
1.76%
Sole
64.85K
Shared
0.00
None
54.66K
Page 1 of 2
MAR VISTA INVESTMENT PARTNERS LLC 13F Holdings β€” 35 Positions | Finecho