Mar Vista Investment Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Mar Vista Investment Partners LLC reported 59 stock positions worth $2.3 billion. Its top holding was Microsoft (MSFT) at 6.6% of the portfolio, followed by Amazon.com (AMZN, 5.4%) and Transdigm (TDG, 5.0%). Compared with Q4 2023, it opened 2 new positions, sold out of 5, added to 19 and reduced 22. The biggest buy was a new position in Equifax (EFX) and the biggest sale an exit from Honeywell International (HON).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001419999
- Portfolio Value
- $2.3B (Q1 2024)
- SEC Filing
- 0001214659-24-008897 ↗ filed May 13, 2024
Holdings Value
Holdings 59 stocks · $2.3B
| MSFT Microsoft Corp. | 6.63% | 361,063 | $151.9M | Reduce -3.7% |
| AMZN Amazon.com Inc. | 5.40% | 685,850 | $123.7M | Add +3.2% |
| TDG Transdigm Group Inc. | 5.02% | 93,376 | $115.0M | Reduce -3.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 4.50% | 842,292 | $103.1M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 4.21% | 633,224 | $96.4M | Reduce -1.0% |
| CRM Salesforce Inc. | 4.04% | 307,785 | $92.7M | Add +2.2% |
| SAP Sap SE-Sponsored ADR | 3.75% | 440,969 | $86.0M | Reduce -4.9% |
| ORCL Oracle Corp. | 3.71% | 676,478 | $85.0M | Reduce -4.3% |
| ADBE Adobe Inc. | 3.69% | 167,442 | $84.5M | Add +13.6% |
| AMT American Tower Corp. | 3.50% | 406,325 | $80.3M | Reduce -2.8% |
| V Visa Inc. Class A | 3.27% | 268,304 | $74.9M | Reduce -4.5% |
| MCHP Microchip Technology Inc. | 3.24% | 828,338 | $74.3M | Reduce -3.4% |
| MTD Mettler-Toledo International | 3.12% | 53,747 | $71.6M | Add +23.4% |
| ADI Analog Devices Inc. | 3.08% | 357,071 | $70.6M | Reduce -3.6% |
| LIN Linde PLC | 3.01% | 148,817 | $69.1M | Add +0.6% |
| APH Amphenol Corp. Class A | 2.92% | 580,418 | $67.0M | Reduce -4.5% |
| JNJ Johnson & Johnson | 2.87% | 415,703 | $65.8M | Add +25.4% |
| GXO Gxo Logistics Inc. | 2.78% | 1,183,975 | $63.7M | Reduce -22.8% |
| DHR Danaher Corp. | 2.74% | 251,799 | $62.9M | Add +46.2% |
| AAPL Apple Inc. | 2.74% | 365,930 | $62.7M | Reduce -30.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.72% | 148,223 | $62.3M | Reduce -3.6% |
| PEP Pepsico Inc. | 2.69% | 351,690 | $61.5M | Reduce -3.7% |
| NKE Nike Inc. Class B | 2.58% | 629,808 | $59.2M | Add +8.7% |
| INTU Intuit Inc. | 2.58% | 91,019 | $59.2M | Reduce -4.0% |
| ROP Roper Technologies Inc. | 2.41% | 98,472 | $55.2M | Reduce -4.4% |
| FTV Fortive Corp. | 2.39% | 636,439 | $54.7M | Reduce -2.1% |
| MCO Moody's Corp. | 1.95% | 113,653 | $44.7M | Reduce -4.0% |
| HEI Heico Corp. | 1.90% | 227,835 | $43.5M | Reduce -2.2% |
| SBUX Starbucks Corp. | 1.75% | 438,530 | $40.1M | Add +38.0% |
| VLTO Veralto Corp. | 1.02% | 263,248 | $23.3M | Reduce -4.1% |
| EFX Equifax Inc. | 0.94% | 80,661 | $21.6M | New |
| SYK Stryker Corp. | 0.43% | 27,357 | $9.8M | Add +34.5% |
| AME Ametek Inc. | 0.38% | 47,275 | $8.6M | Add +9.6% |
| UL Unilever PLC | 0.34% | 157,320 | $7.9M | Add +25.4% |
| NSRGY Nestle SA-Spons ADR | 0.28% | 60,583 | $6.4M | Add +30.5% |
| CP Canadian Pacific Kansas City | 0.28% | 71,582 | $6.3M | Add +11.1% |
| NVS Novartis AG-Sponsored ADR | 0.22% | 51,675 | $5.0M | No change |
| CLPBY Coloplast A/S-Sponsored ADR | 0.21% | 352,526 | $4.8M | Add +7.7% |
| PRNDY Pernod Ricard SA - Spon ADR | 0.19% | 131,327 | $4.2M | No change |
| SAFRY Safran SA-Unspon ADR | 0.19% | 74,948 | $4.2M | No change |
| ADDYY Adidas AG-Sponsored ADR | 0.13% | 27,044 | $3.0M | No change |
| BN Brookfield Corp. | 0.12% | 68,174 | $2.9M | No change |
| BAM Brookfield Asset Mgmt-A | 0.04% | 19,161 | $805K | No change |
| GOOGL Alphabet Inc. Class A | 0.02% | 2,920 | $441K | Reduce -50.9% |
| EXPGY Experian PLC-Spons ADR | 0.01% | 6,464 | $281K | Add +2.5% |
| NVZMY Novonesis (novozymes)-ADR | 0.01% | 4,532 | $267K | Add +1490.2% |
| FANUY Fanuc Corp.-Unsp ADR | 0.01% | 15,170 | $211K | Add +42.0% |
| SOAGY Sartorius AG-Unsp ADR | 0.01% | 1,567 | $126K | New |
| CNSWF Constellation Software Inc. | 0.00% | 19 | $52K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 36 | $35K | No change |
| ACN Accenture PLC Class A | 0.00% | 90 | $31K | No change |
| CLLNY Cellnex Telecom Sau-Unsp ADR | 0.00% | 1,479 | $26K | No change |
| AIQUY Air Liquide-Unsponsored ADR | 0.00% | 617 | $26K | No change |
| EDNMY Edenred SA-Unsp ADR | 0.00% | 902 | $24K | Add +37.3% |
| DASTY Dassault Systemes S-Spon ADR | 0.00% | 501 | $22K | No change |
| IFNNY Infineon Technologies-ADR | 0.00% | 468 | $16K | No change |
| NSRGF Nestle SA-Reg | 0.00% | 113 | $12K | No change |
| PDRDF Pernod Ricard SA | 0.00% | 41 | $7K | No change |
| TOITF Topicus.com Inc.-Sub Voting | 0.00% | 40 | $4K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $30K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SUVPF Sartorius AG-Vorzug | COMMON STOCKS | 77 | $30K | No change |
Total filed on the 13F, all lines: $2.3B.
Portfolio Sells Q4 2023 → Q1 2024
| HON Honeywell International Inc. | Sold out | 0.00% | −2.29 |
| AAPL Apple Inc. | Reduce -30.5% | 2.74% | −1.89 |
| GXO Gxo Logistics Inc. | Reduce -22.8% | 2.78% | −1.51 |
| AMT American Tower Corp. | Reduce -2.8% | 3.50% | −0.62 |
| MCHP Microchip Technology Inc. | Reduce -3.4% | 3.24% | −0.29 |
| ADI Analog Devices Inc. | Reduce -3.6% | 3.08% | −0.27 |
| RECKITT BENCKISER-SPON ADR | Sold out | 0.00% | −0.27 |
| MCO Moody's Corp. | Reduce -4.0% | 1.95% | −0.16 |
| ROP Roper Technologies Inc. | Reduce -4.4% | 2.41% | −0.15 |
| PEP Pepsico Inc. | Reduce -3.7% | 2.69% | −0.15 |
| INTU Intuit Inc. | Reduce -4.0% | 2.58% | −0.12 |
| V Visa Inc. Class A | Reduce -4.5% | 3.27% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -50.9% | 0.02% | −0.02 |
| VLTO Veralto Corp. | Reduce -4.1% | 1.02% | −0.01 |
| HEI Heico Corp. | Reduce -2.2% | 1.90% | −0.00 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.00 |
| RBGPF Reckitt Benckiser Group PLC | Sold out | 0.00% | −0.00 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 4.21% | +0.09 |
| APH Amphenol Corp. Class A | Reduce -4.5% | 2.92% | +0.17 |
| MSFT Microsoft Corp. | Reduce -3.7% | 6.63% | +0.19 |
| FTV Fortive Corp. | Reduce -2.1% | 2.39% | +0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.6% | 2.72% | +0.22 |
| ORCL Oracle Corp. | Reduce -4.3% | 3.71% | +0.31 |
| SAP Sap SE-Sponsored ADR | Reduce -4.9% | 3.75% | +0.48 |
| TDG Transdigm Group Inc. | Reduce -3.6% | 5.02% | +0.55 |
| DIS The Walt Disney Co. | Reduce -2.5% | 4.50% | +0.94 |
Portfolio Buys Q4 2023 → Q1 2024
| EFX Equifax Inc. | New | 0.94% | +0.94 |
| DHR Danaher Corp. | Add +46.2% | 2.74% | +0.92 |
| AMZN Amazon.com Inc. | Add +3.2% | 5.40% | +0.79 |
| MTD Mettler-Toledo International | Add +23.4% | 3.12% | +0.71 |
| JNJ Johnson & Johnson | Add +25.4% | 2.87% | +0.50 |
| CRM Salesforce Inc. | Add +2.2% | 4.04% | +0.43 |
| SBUX Starbucks Corp. | Add +38.0% | 1.75% | +0.36 |
| LIN Linde PLC | Add +0.6% | 3.01% | +0.24 |
| SYK Stryker Corp. | Add +34.5% | 0.43% | +0.15 |
| UL Unilever PLC | Add +25.4% | 0.34% | +0.07 |
| AME Ametek Inc. | Add +9.6% | 0.38% | +0.05 |
| CP Canadian Pacific Kansas City | Add +11.1% | 0.28% | +0.04 |
| CLPBY Coloplast A/S-Sponsored ADR | Add +7.7% | 0.21% | +0.04 |
| NSRGY Nestle SA-Spons ADR | Add +30.5% | 0.28% | +0.04 |
| NVZMY Novonesis (novozymes)-ADR | Add +1490.2% | 0.01% | +0.01 |
| SOAGY Sartorius AG-Unsp ADR | New | 0.01% | +0.01 |
| FANUY Fanuc Corp.-Unsp ADR | Add +42.0% | 0.01% | +0.00 |
| EXPGY Experian PLC-Spons ADR | Add +2.5% | 0.01% | +0.00 |
| EDNMY Edenred SA-Unsp ADR | Add +37.3% | 0.00% | +0.00 |
| NKE Nike Inc. Class B | Add +8.7% | 2.58% | −0.29 |
| ADBE Adobe Inc. | Add +13.6% | 3.69% | −0.33 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 33 | $1.0B | NVDA, AAPL, MSFT, AVGO, GE |
| Q1 2026 | 35 | $999.7M | AAPL, NVDA, MSFT, AMZN, GOOG |
| Q4 2025 | 34 | $1.1B | MSFT, AAPL, AMZN, NVDA, GOOG |
| Q3 2025 | 32 | $1.2B | MSFT, AAPL, ORCL, TDG, AMZN |
| Q2 2025 | 56 | $1.3B | MSFT, TDG, AMZN, ORCL, INTU |
| Q1 2025 | 55 | $1.2B | MSFT, TDG, AAPL, V, AMZN |
| Q4 2024 | 55 | $1.5B | AAPL, MSFT, AMZN, TDG, CRM |
| Q3 2024 | 58 | $1.6B | MSFT, AAPL, TDG, AMT, AMZN |
| Q2 2024 | 60 | $2.0B | MSFT, AAPL, TDG, AMZN, ORCL |
| Q1 2024 | 59 | $2.3B | MSFT, AMZN, TDG, DIS, GOOG |