Mar Vista Investment Partners LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Mar Vista Investment Partners LLC reported 58 stock positions worth $1.6 billion. Its top holding was Microsoft (MSFT) at 6.5% of the portfolio, followed by Apple (AAPL, 5.9%) and Transdigm (TDG, 5.6%). Compared with Q2 2024, it sold out of 2, added to 7 and reduced 38. The biggest buy was Unilever (UL, shares +161%) and the biggest sale Nike Class B (NKE, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001419999
- Portfolio Value
- $1.6B (Q3 2024)
- SEC Filing
- 0001214659-24-018788 ↗ filed Nov 13, 2024
Holdings Value
Holdings 58 stocks · $1.6B
| MSFT Microsoft Corp. | 6.49% | 236,645 | $101.8M | Reduce -24.6% |
| AAPL Apple Inc. | 5.91% | 397,643 | $92.7M | Reduce -25.3% |
| TDG Transdigm Group Inc. | 5.58% | 61,366 | $87.6M | Reduce -24.6% |
| AMT American Tower Corp. | 4.53% | 305,445 | $71.0M | Reduce -24.7% |
| AMZN Amazon.com Inc. | 4.39% | 369,454 | $68.8M | Reduce -25.4% |
| LIN Linde PLC | 4.14% | 136,205 | $65.0M | Reduce -12.6% |
| ORCL Oracle Corp. | 3.60% | 331,055 | $56.4M | Reduce -43.4% |
| CRM Salesforce Inc. | 3.55% | 203,372 | $55.7M | Reduce -25.7% |
| V Visa Inc. Class A | 3.53% | 201,141 | $55.3M | Reduce -22.0% |
| MTD Mettler-Toledo International | 3.30% | 34,507 | $51.8M | Reduce -27.2% |
| SAP Sap SE-Sponsored ADR | 3.20% | 219,074 | $50.2M | Reduce -42.8% |
| MCO Moody's Corp. | 3.16% | 104,387 | $49.5M | Reduce -22.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.85% | 97,014 | $44.7M | Reduce -26.1% |
| GOOG Alphabet Inc. Class C | 2.80% | 262,645 | $43.9M | Reduce -25.1% |
| ADBE Adobe Inc. | 2.77% | 83,880 | $43.4M | Reduce -25.0% |
| DHR Danaher Corp. | 2.66% | 149,833 | $41.7M | Reduce -30.3% |
| META Meta Platforms Inc. Class A | 2.61% | 71,635 | $41.0M | Reduce -27.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.52% | 411,130 | $39.5M | Reduce -26.8% |
| ADI Analog Devices Inc. | 2.49% | 169,977 | $39.1M | Reduce -20.5% |
| AVGO Broadcom Inc. | 2.45% | 222,865 | $38.4M | Reduce -28.6% |
| JNJ Johnson & Johnson | 2.41% | 233,588 | $37.9M | Reduce -31.9% |
| HEI Heico Corp. | 2.40% | 143,733 | $37.6M | Reduce -27.8% |
| INTU Intuit Inc. | 2.38% | 60,145 | $37.4M | Reduce -24.3% |
| ROP Roper Technologies Inc. | 2.26% | 63,571 | $35.4M | Reduce -26.1% |
| GXO Gxo Logistics Inc. | 2.16% | 650,569 | $33.9M | Reduce -32.4% |
| EFX Equifax Inc. | 2.07% | 110,584 | $32.5M | Reduce -25.6% |
| APH Amphenol Corp. Class A | 1.97% | 473,294 | $30.8M | Reduce -51.4% |
| UL Unilever PLC | 1.77% | 428,127 | $27.8M | Add +160.9% |
| PEP Pepsico Inc. | 1.66% | 153,124 | $26.0M | Add +2.3% |
| SYK Stryker Corp. | 1.63% | 70,679 | $25.5M | Add +160.4% |
| VLTO Veralto Corp. | 1.61% | 225,752 | $25.3M | Reduce -0.6% |
| MCHP Microchip Technology Inc. | 1.58% | 308,333 | $24.8M | Reduce -36.8% |
| AME Ametek Inc. | 1.53% | 139,554 | $24.0M | Add +195.2% |
| CP Canadian Pacific Kansas City | 0.38% | 70,370 | $6.0M | Reduce -1.7% |
| NSRGY Nestle SA-Spons ADR | 0.37% | 57,615 | $5.8M | Reduce -5.0% |
| CLPBY Coloplast A/S-Sponsored ADR | 0.27% | 327,190 | $4.3M | Reduce -7.2% |
| SAFRY Safran SA-Unspon ADR | 0.26% | 70,056 | $4.1M | Reduce -6.5% |
| BN Brookfield Corp. | 0.25% | 72,864 | $3.9M | Add +6.9% |
| ADDYY Adidas AG-Sponsored ADR | 0.24% | 28,468 | $3.8M | Add +5.2% |
| PRNDY Pernod Ricard SA - Spon ADR | 0.24% | 122,326 | $3.7M | Reduce -6.8% |
| GOOGL Alphabet Inc. Class A | 0.01% | 1,259 | $209K | No change |
| NVZMY Novonesis (novozymes)-ADR filed as NOVOZYMES A/S-UNSPONS ADR | 0.00% | 737 | $53K | Reduce -87.0% |
| NKE Nike Inc. Class B | 0.00% | 579 | $51K | Reduce -99.9% |
| EXPGY Experian PLC-Spons ADR | 0.00% | 939 | $49K | Reduce -85.6% |
| CNSWF Constellation Software Inc. | 0.00% | 13 | $42K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 300 | $35K | No change |
| AIQUY Air Liquide-Unsponsored ADR | 0.00% | 858 | $33K | Add +7.7% |
| ACN Accenture PLC Class A | 0.00% | 90 | $32K | No change |
| FANUY Fanuc Corp.-Unsp ADR | 0.00% | 2,112 | $31K | Reduce -86.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 36 | $30K | No change |
| CLLNY Cellnex Telecom Sau-Unsp ADR | 0.00% | 1,479 | $30K | No change |
| IFNNY Infineon Technologies-ADR | 0.00% | 598 | $21K | No change |
| DASTY Dassault Systemes S-Spon ADR | 0.00% | 501 | $20K | No change |
| EDNMY Edenred SA-Unsp ADR | 0.00% | 902 | $16K | No change |
| NSRGF Nestle SA-Reg | 0.00% | 113 | $11K | No change |
| PDRDF Pernod Ricard SA | 0.00% | 41 | $6K | No change |
| BAM Brookfield Asset Mgmt-A | 0.00% | 82 | $4K | No change |
| TOITF Topicus.com Inc.-Sub Voting | 0.00% | 40 | $4K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $20K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SUVPF Sartorius AG-Vorzug | COMMON STOCKS | 77 | $20K | No change |
Total filed on the 13F, all lines: $1.6B.
Portfolio Sells Q2 2024 → Q3 2024
| NKE Nike Inc. Class B | Reduce -99.9% | 0.00% | −2.01 |
| FTV Fortive Corp. | Sold out | 0.00% | −1.98 |
| APH Amphenol Corp. Class A | Reduce -51.4% | 1.97% | −1.26 |
| MCHP Microchip Technology Inc. | Reduce -36.8% | 1.58% | −0.62 |
| SAP Sap SE-Sponsored ADR | Reduce -42.8% | 3.20% | −0.60 |
| ORCL Oracle Corp. | Reduce -43.4% | 3.60% | −0.46 |
| MSFT Microsoft Corp. | Reduce -24.6% | 6.49% | −0.41 |
| GOOG Alphabet Inc. Class C | Reduce -25.1% | 2.80% | −0.36 |
| AMZN Amazon.com Inc. | Reduce -25.4% | 4.39% | −0.32 |
| ADBE Adobe Inc. | Reduce -25.0% | 2.77% | −0.29 |
| GXO Gxo Logistics Inc. | Reduce -32.4% | 2.16% | −0.23 |
| DIS The Walt Disney Co. | Reduce -26.8% | 2.52% | −0.22 |
| INTU Intuit Inc. | Reduce -24.3% | 2.38% | −0.19 |
| ROP Roper Technologies Inc. | Reduce -26.1% | 2.26% | −0.13 |
| JNJ Johnson & Johnson | Reduce -31.9% | 2.41% | −0.05 |
| AVGO Broadcom Inc. | Reduce -28.6% | 2.45% | −0.01 |
| NVZMY Novonesis (novozymes)-ADR | Reduce -87.0% | 0.00% | −0.01 |
| EXPGY Experian PLC-Spons ADR | Reduce -85.6% | 0.00% | −0.01 |
| FANUY Fanuc Corp.-Unsp ADR | Reduce -86.2% | 0.00% | −0.01 |
| SOAGY Sartorius AG-Unsp ADR | Sold out | 0.00% | −0.01 |
| DHR Danaher Corp. | Reduce -30.3% | 2.66% | +0.01 |
| MTD Mettler-Toledo International | Reduce -27.2% | 3.30% | +0.04 |
| PRNDY Pernod Ricard SA - Spon ADR | Reduce -6.8% | 0.24% | +0.06 |
| CLPBY Coloplast A/S-Sponsored ADR | Reduce -7.2% | 0.27% | +0.06 |
| NSRGY Nestle SA-Spons ADR | Reduce -5.0% | 0.37% | +0.06 |
| SAFRY Safran SA-Unspon ADR | Reduce -6.5% | 0.26% | +0.07 |
| CRM Salesforce Inc. | Reduce -25.7% | 3.55% | +0.09 |
| ADI Analog Devices Inc. | Reduce -20.5% | 2.49% | +0.09 |
| CP Canadian Pacific Kansas City | Reduce -1.7% | 0.38% | +0.11 |
| META Meta Platforms Inc. Class A | Reduce -27.1% | 2.61% | +0.18 |
| V Visa Inc. Class A | Reduce -22.0% | 3.53% | +0.20 |
| HEI Heico Corp. | Reduce -27.8% | 2.40% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -26.1% | 2.85% | +0.22 |
| EFX Equifax Inc. | Reduce -25.6% | 2.07% | +0.30 |
| MCO Moody's Corp. | Reduce -22.5% | 3.16% | +0.37 |
| AAPL Apple Inc. | Reduce -25.3% | 5.91% | +0.39 |
| TDG Transdigm Group Inc. | Reduce -24.6% | 5.58% | +0.47 |
| VLTO Veralto Corp. | Reduce -0.6% | 1.61% | +0.54 |
| AMT American Tower Corp. | Reduce -24.7% | 4.53% | +0.65 |
| LIN Linde PLC | Reduce -12.6% | 4.14% | +0.78 |
Portfolio Buys Q2 2024 → Q3 2024
| UL Unilever PLC | Add +160.9% | 1.77% | +1.33 |
| SYK Stryker Corp. | Add +160.4% | 1.63% | +1.17 |
| AME Ametek Inc. | Add +195.2% | 1.53% | +1.14 |
| PEP Pepsico Inc. | Add +2.3% | 1.66% | +0.45 |
| BN Brookfield Corp. | Add +6.9% | 0.25% | +0.11 |
| ADDYY Adidas AG-Sponsored ADR | Add +5.2% | 0.24% | +0.08 |
| AIQUY Air Liquide-Unsponsored ADR | Add +7.7% | 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 |