Mar Vista Investment Partners LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Mar Vista Investment Partners LLC

CIK Number: 0001419999

1.31B
Market Value
48
# of Holdings
25 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 11, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MSFT Microsoft Corpo...
515.74
-0.76% 199.34K -3.79% 99.15M 174.83 7.59% Share
2 TDG TransDigm Group...
1282.84
-1.38% 45.72K -9.27% 69.53M 476.53 5.32% Share
3 AMZN Amazon.com, Inc...
222.41
+0.81% 282.74K -5.39% 62.03M 74.19 4.75% Share
4 ORCL Oracle Corporat...
289.01
0.00% 262.59K -2.53% 57.41M 104.8 4.40% Share
5 INTU Intuit Inc.
681.86
+0.35% 72.28K -0.73% 56.93M 243.58 4.36% Share
6 LIN Linde plc
469.48
+0.57% 120.79K +9.74% 56.67M 369.09 4.34% Share
7 META Meta Platforms,...
727.05
+1.35% 67.28K -0.92% 49.66M 527.3 3.80% Share
8 AAPL Apple Inc.
257.13
+0.66% 239.05K -9.49% 49.05M 93.66 3.76% Share
9 MCO Moody's Corpora...
482.02
+0.46% 93.43K +0.98% 46.86M 202.55 3.59% Share
10 AVGO Broadcom Inc.
338.18
+1.44% 166.77K -22.99% 45.97M 174.42 3.52% Share
11 SAP Sap Se
271.99
+0.74% 147.37K -17.84% 44.81M 114.47 3.43% Share
12 APH Amphenol Corpor...
123.59
-0.86% 423.19K +5.90% 41.79M 37.29 3.20% Share
13 CRM Salesforce, Inc...
238.80
+1.32% 150.59K -7.51% 41.06M 176.54 3.14% Share
14 V Visa Inc.
346.01
-0.52% 113.43K -30.13% 40.27M 114.42 3.08% Share
15 BRK-B Berkshire Hatha...
495.96
-0.45% 77K +0.92% 37.4M 151.87 2.86% Share
16 NVDA NVIDIA Corporat...
188.89
+0.88% 231.59K +24.47% 36.59M 118.13 2.80% Share
17 ADI Analog Devices,...
241.67
+1.00% 153.38K -1.9% 36.51M 199.61 2.80% Share
18 SYK Stryker Corpora...
366.40
+0.62% 84.86K -5.9% 33.57M 341.93 2.57% Share
19 AME AMETEK, Inc.
186.12
-0.7% 183.73K -4.43% 33.25M 164.51 2.55% Share
20 EFX Equifax Inc.
232.32
-8.48% 127.29K -2.75% 33.01M 251.08 2.53% Share
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