Mar Vista Investment Partners LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), Mar Vista Investment Partners LLC reported 60 stock positions worth $2.0 billion. Its top holding was Microsoft (MSFT) at 6.9% of the portfolio, followed by Apple (AAPL, 5.5%) and Transdigm (TDG, 5.1%). Compared with Q1 2024, it opened 2 new positions, sold out of 1, added to 14 and reduced 31. The biggest buy was Apple (AAPL, shares +45%) and the biggest sale Walt Disney (DIS, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001419999
- Portfolio Value
- $2.0B (Q2 2024)
- SEC Filing
- 0001214659-24-013579 ↗ filed Aug 2, 2024
Holdings Value
Holdings 60 stocks · $2.0B
| MSFT Microsoft Corp. | 6.90% | 313,737 | $140.2M | Reduce -13.1% |
| AAPL Apple Inc. | 5.51% | 532,119 | $112.1M | Add +45.4% |
| TDG Transdigm Group Inc. | 5.11% | 81,371 | $104.0M | Reduce -12.9% |
| AMZN Amazon.com Inc. | 4.71% | 495,394 | $95.7M | Reduce -27.8% |
| ORCL Oracle Corp. | 4.06% | 584,647 | $82.6M | Reduce -13.6% |
| AMT American Tower Corp. | 3.88% | 405,538 | $78.8M | Reduce -0.2% |
| SAP Sap SE-Sponsored ADR | 3.80% | 383,093 | $77.3M | Reduce -13.1% |
| CRM Salesforce Inc. | 3.46% | 273,665 | $70.4M | Reduce -11.1% |
| LIN Linde PLC | 3.37% | 155,904 | $68.4M | Add +4.8% |
| V Visa Inc. Class A | 3.33% | 257,894 | $67.7M | Reduce -3.9% |
| MTD Mettler-Toledo International | 3.26% | 47,394 | $66.2M | Reduce -11.8% |
| APH Amphenol Corp. Class A | 3.23% | 973,860 | $65.6M | Reduce -16.1% |
| GOOG Alphabet Inc. Class C | 3.16% | 350,493 | $64.3M | Reduce -44.6% |
| ADBE Adobe Inc. | 3.06% | 111,796 | $62.1M | Reduce -33.2% |
| MCO Moody's Corp. | 2.79% | 134,751 | $56.7M | Add +18.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.74% | 561,252 | $55.7M | Reduce -33.4% |
| DHR Danaher Corp. | 2.64% | 214,987 | $53.7M | Reduce -14.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.63% | 131,343 | $53.4M | Reduce -11.4% |
| INTU Intuit Inc. | 2.57% | 79,474 | $52.2M | Reduce -12.7% |
| JNJ Johnson & Johnson | 2.47% | 343,124 | $50.2M | Reduce -17.5% |
| AVGO Broadcom Inc. | 2.46% | 31,211 | $50.1M | New |
| META Meta Platforms Inc. Class A | 2.44% | 98,258 | $49.5M | New |
| ADI Analog Devices Inc. | 2.40% | 213,825 | $48.8M | Reduce -40.1% |
| GXO Gxo Logistics Inc. | 2.39% | 961,757 | $48.6M | Reduce -18.8% |
| ROP Roper Technologies Inc. | 2.38% | 85,992 | $48.5M | Reduce -12.7% |
| MCHP Microchip Technology Inc. | 2.19% | 487,544 | $44.6M | Reduce -41.1% |
| HEI Heico Corp. | 2.19% | 199,049 | $44.5M | Reduce -12.6% |
| NKE Nike Inc. Class B | 2.02% | 544,142 | $41.0M | Reduce -13.6% |
| FTV Fortive Corp. | 1.98% | 542,957 | $40.2M | Reduce -14.7% |
| EFX Equifax Inc. | 1.77% | 148,706 | $36.1M | Add +84.4% |
| PEP Pepsico Inc. | 1.21% | 149,646 | $24.7M | Reduce -57.5% |
| VLTO Veralto Corp. | 1.07% | 227,077 | $21.7M | Reduce -13.7% |
| SYK Stryker Corp. | 0.45% | 27,144 | $9.2M | Reduce -0.8% |
| UL Unilever PLC | 0.44% | 164,080 | $9.0M | Add +4.3% |
| AME Ametek Inc. | 0.39% | 47,275 | $7.9M | No change |
| NSRGY Nestle SA-Spons ADR | 0.31% | 60,628 | $6.2M | Add +0.1% |
| CP Canadian Pacific Kansas City | 0.28% | 71,606 | $5.6M | Add +0.0% |
| CLPBY Coloplast A/S-Sponsored ADR | 0.21% | 352,526 | $4.3M | No change |
| SAFRY Safran SA-Unspon ADR | 0.20% | 74,948 | $4.0M | No change |
| PRNDY Pernod Ricard SA - Spon ADR | 0.18% | 131,327 | $3.6M | No change |
| ADDYY Adidas AG-Sponsored ADR | 0.16% | 27,061 | $3.2M | Add +0.1% |
| BN Brookfield Corp. | 0.14% | 68,174 | $2.8M | No change |
| NVZMY Novonesis (novozymes)-ADR | 0.02% | 5,680 | $347K | Add +25.3% |
| EXPGY Experian PLC-Spons ADR | 0.01% | 6,505 | $303K | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.01% | 1,259 | $229K | Reduce -56.9% |
| FANUY Fanuc Corp.-Unsp ADR | 0.01% | 15,308 | $210K | Add +0.9% |
| SOAGY Sartorius AG-Unsp ADR | 0.01% | 2,846 | $133K | Add +81.6% |
| CNSWF Constellation Software Inc. | 0.00% | 13 | $37K | Reduce -31.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 36 | $37K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 300 | $32K | Reduce -99.4% |
| AIQUY Air Liquide-Unsponsored ADR | 0.00% | 797 | $28K | Add +29.2% |
| ACN Accenture PLC Class A | 0.00% | 90 | $27K | No change |
| CLLNY Cellnex Telecom Sau-Unsp ADR | 0.00% | 1,479 | $24K | No change |
| IFNNY Infineon Technologies-ADR | 0.00% | 598 | $22K | Add +27.8% |
| EDNMY Edenred SA-Unsp ADR | 0.00% | 902 | $19K | No change |
| DASTY Dassault Systemes S-Spon ADR | 0.00% | 501 | $19K | No change |
| NSRGF Nestle SA-Reg | 0.00% | 113 | $12K | No change |
| PDRDF Pernod Ricard SA | 0.00% | 41 | $6K | No change |
| TOITF Topicus.com Inc.-Sub Voting | 0.00% | 40 | $3K | No change |
| BAM Brookfield Asset Mgmt-A | 0.00% | 82 | $3K | Reduce -99.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $18K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SUVPF Sartorius AG-Vorzug | COMMON STOCKS | 77 | $18K | No change |
Total filed on the 13F, all lines: $2.0B.
Portfolio Sells Q1 2024 → Q2 2024
| DIS The Walt Disney Co. | Reduce -33.4% | 2.74% | −1.76 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −1.75 |
| PEP Pepsico Inc. | Reduce -57.5% | 1.21% | −1.47 |
| MCHP Microchip Technology Inc. | Reduce -41.1% | 2.19% | −1.05 |
| GOOG Alphabet Inc. Class C | Reduce -44.6% | 3.16% | −1.04 |
| AMZN Amazon.com Inc. | Reduce -27.8% | 4.71% | −0.69 |
| ADI Analog Devices Inc. | Reduce -40.1% | 2.40% | −0.68 |
| ADBE Adobe Inc. | Reduce -33.2% | 3.06% | −0.63 |
| CRM Salesforce Inc. | Reduce -11.1% | 3.46% | −0.58 |
| NKE Nike Inc. Class B | Reduce -13.6% | 2.02% | −0.57 |
| FTV Fortive Corp. | Reduce -14.7% | 1.98% | −0.41 |
| JNJ Johnson & Johnson | Reduce -17.5% | 2.47% | −0.40 |
| GXO Gxo Logistics Inc. | Reduce -18.8% | 2.39% | −0.39 |
| NVS Novartis AG-Sponsored ADR | Reduce -99.4% | 0.00% | −0.22 |
| DHR Danaher Corp. | Reduce -14.6% | 2.64% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.4% | 2.63% | −0.09 |
| BAM Brookfield Asset Mgmt-A | Reduce -99.6% | 0.00% | −0.04 |
| ROP Roper Technologies Inc. | Reduce -12.7% | 2.38% | −0.03 |
| INTU Intuit Inc. | Reduce -12.7% | 2.57% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -56.9% | 0.01% | −0.01 |
| CNSWF Constellation Software Inc. | Reduce -31.6% | 0.00% | −0.00 |
| SYK Stryker Corp. | Reduce -0.8% | 0.45% | +0.03 |
| VLTO Veralto Corp. | Reduce -13.7% | 1.07% | +0.05 |
| SAP Sap SE-Sponsored ADR | Reduce -13.1% | 3.80% | +0.05 |
| V Visa Inc. Class A | Reduce -3.9% | 3.33% | +0.06 |
| TDG Transdigm Group Inc. | Reduce -12.9% | 5.11% | +0.10 |
| MTD Mettler-Toledo International | Reduce -11.8% | 3.26% | +0.14 |
| MSFT Microsoft Corp. | Reduce -13.1% | 6.90% | +0.27 |
| HEI Heico Corp. | Reduce -12.6% | 2.19% | +0.29 |
| APH Amphenol Corp. Class A | Reduce -16.1% | 3.23% | +0.31 |
| ORCL Oracle Corp. | Reduce -13.6% | 4.06% | +0.35 |
| AMT American Tower Corp. | Reduce -0.2% | 3.88% | +0.37 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +45.4% | 5.51% | +2.78 |
| AVGO Broadcom Inc. | New | 2.46% | +2.46 |
| META Meta Platforms Inc. Class A | New | 2.44% | +2.44 |
| MCO Moody's Corp. | Add +18.6% | 2.79% | +0.84 |
| EFX Equifax Inc. | Add +84.4% | 1.77% | +0.83 |
| LIN Linde PLC | Add +4.8% | 3.37% | +0.35 |
| UL Unilever PLC | Add +4.3% | 0.44% | +0.10 |
| ADDYY Adidas AG-Sponsored ADR | Add +0.1% | 0.16% | +0.03 |
| NSRGY Nestle SA-Spons ADR | Add +0.1% | 0.31% | +0.02 |
| NVZMY Novonesis (novozymes)-ADR | Add +25.3% | 0.02% | +0.01 |
| EXPGY Experian PLC-Spons ADR | Add +0.6% | 0.01% | +0.00 |
| CP Canadian Pacific Kansas City | Add +0.0% | 0.28% | +0.00 |
| FANUY Fanuc Corp.-Unsp ADR | Add +0.9% | 0.01% | +0.00 |
| SOAGY Sartorius AG-Unsp ADR | Add +81.6% | 0.01% | +0.00 |
| IFNNY Infineon Technologies-ADR | Add +27.8% | 0.00% | +0.00 |
| AIQUY Air Liquide-Unsponsored ADR | Add +29.2% | 0.00% | +0.00 |
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 |