Mar Vista Investment Partners LLC

CIK Number: 0001419999

1.31B
Market Value
47
# of Holdings
25 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 30, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MSFT Microsoft Corpo...
522.28
+0.33% 207.19K -5.14% 77.78M 174.83 6.39% Share
2 TDG TransDigm Group...
1413.44
-0.87% 50.39K -14.62% 69.71M 476.53 5.73% Share
3 AAPL Apple Inc.
232.81
-0.22% 264.12K -28.31% 58.67M 93.66 4.82% Share
4 V Visa Inc.
345.40
+0.83% 162.35K -17.54% 56.9M 114.42 4.68% Share
5 AMZN Amazon.com, Inc...
230.94
+2.84% 298.86K -14.9% 56.86M 74.19 4.67% Share
6 LIN Linde plc
477.49
+0.39% 110.07K -13.04% 51.25M 359.35 4.21% Share
7 SAP Sap Se
278.88
+0.02% 179.35K -13.36% 48.15M 114.47 3.96% Share
8 INTU Intuit Inc.
710.55
-0.16% 72.81K -7.5% 44.7M 243.58 3.67% Share
9 CRM Salesforce, Inc...
233.32
-1.57% 162.81K -15.41% 43.69M 176.54 3.59% Share
10 MCO Moody's Corpora...
521.46
+0.06% 92.52K -12.23% 43.09M 199.61 3.54% Share
11 GOOG Alphabet Inc.
203.77
+0.36% 265.75K -3.13% 41.52M 57.78 3.41% Share
12 BRK-B Berkshire Hatha...
479.02
+0.36% 76.3K -15.97% 40.63M 148.8 3.34% Share
13 META Meta Platforms,...
781.96
+0.24% 67.91K -31.73% 39.14M 527.3 3.22% Share
14 ORCL Oracle Corporat...
244.93
+0.31% 269.39K -15.81% 37.66M 104.8 3.10% Share
15 AVGO Broadcom Inc.
311.19
+0.68% 216.55K -17.66% 36.26M 174.42 2.98% Share
16 MTD Mettler-Toledo ...
1314.16
-0.75% 30.13K -13.99% 35.59M 678.68 2.93% Share
17 SYK Stryker Corpora...
378.47
-0.13% 90.19K +10.21% 33.57M 341.93 2.76% Share
18 AME AMETEK, Inc.
184.76
-1.15% 192.26K -0.86% 33.09M 164.51 2.72% Share
19 EFX Equifax Inc.
248.02
-2.08% 130.88K -14.96% 31.88M 251.08 2.62% Share
20 ADI Analog Devices,...
236.13
-0.63% 156.35K -14.95% 31.53M 199.61 2.59% Share
21 UL Unilever PLC
61.71
-1.17% 521.08K -7.16% 31.03M 58.38 2.55% Share
22 JNJ Johnson & Johns...
174.72
+0.17% 184.79K -16.78% 30.64M 138.03 2.52% Share
23 HEI HEICO Corporati...
311.15
-0.57% 110.43K -16.83% 29.51M 173.59 2.43% Share
24 DHR Danaher Corpora...
210.15
+0.48% 142.19K -2.16% 29.15M 228.72 2.40% Share
25 ADBE Adobe Inc.
348.58
-0.71% 71.62K -19.29% 27.47M 298.67 2.26% Share
26 VLTO Veralto Corpora...
107.65
-1.91% 274.39K +10.36% 26.74M 85.32 2.20% Share
27 APH Amphenol Corpor...
110.75
+0.84% 399.63K -31.15% 26.21M 33.67 2.15% Share
28 AMT American Tower ...
203.48
-0.33% 119.82K -15.33% 26.07M 150.05 2.14% Share
29 ROP Roper Technolog...
524.96
+0.47% 41K -21.31% 24.17M 253.14 1.99% Share
30 NVDA NVIDIA Corporat...
182.02
+0.24% 186.06K +100.00% 20.17M 108.38 1.66% Share
31 BN Brookfield Corp...
65.58
-0.97% 123.46K -0.05% 6.47M 43.3 0.53% Share
32 NSRGY Nestlé S.A.
89.39
-0.21% 55.11K -0.19% 5.58M 110.91 0.46% Share
33 CP Canadian Pacifi...
73.87
-2.33% 74.28K -0.15% 5.22M 77.74 0.43% Share
34 SAFRY Safran S.A.
85.75
+0.98% 73.78K -0.32% 4.89M 28.83 0.40% Share
35 ADDYY adidas AG
98.14
-0.08% 29.16K -0.14% 3.44M 109.87 0.28% Share
36 ASML ASML Holding N....
755.11
-0.06% 3.85K -0.31% 2.55M 689.86 0.21% Share
37 GOOGL Alphabet Inc.
202.88
+0.46% 1.13K -7.68% 174.74K 49.44 0.01% Share
38 EXPGY Experian plc
51.75
+0.45% 953 -17.84% 44.22K 39.17 < 0.01% Share
39 NVZMY Novozymes A/S
65.22
-0.94% 702 -17.61% 41K 58.51 < 0.01% Share
40 NKE NIKE, Inc.
76.39
-1.04% 579 0.00% 36.76K 87.8 < 0.01% Share
41 AIQUY L'Air Liquide S...
41.63
+1.20% 650 -31.43% 24.71K 28.95 < 0.01% Share
42 NVS Novartis AG
122.14
+0.78% 207 -31% 23.08K 82.74 < 0.01% Share
43 IFNNY Infineon Techno...
42.66
-0.68% 451 -31.35% 14.94K 28.76 < 0.01% Share
44 DASTY Dassault Systèm...
31.06
-0.54% 381 -30.85% 14.54K 36.17 < 0.01% Share
45 ACN Accenture plc
246.13
+0.18% 46 -48.89% 14.35K 218.28 < 0.01% Share
46 PDRDF Pernod Ricard S...
113.61
+3.28% 41 0.00% 4.09K 167.78 < 0.01% Share
47 BAM Brookfield Asse...
62.13
-0.61% 61 -32.22% 2.96K 32.84 < 0.01% Share