Mar Vista Investment Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Mar Vista Investment Partners LLC reported 55 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Microsoft (MSFT, 6.3%) and Amazon.com (AMZN, 5.3%). Compared with Q3 2024, it opened 1 new position, sold out of 4, added to 27 and reduced 19. The biggest buy was Broadcom (AVGO, shares +18%) and the biggest sale American Tower (AMT, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001419999
- Portfolio Value
- $1.5B (Q4 2024)
- SEC Filing
- 0001214659-25-002650 ↗ filed Feb 14, 2025
Holdings Value
Holdings 55 stocks · $1.5B
| AAPL Apple Inc. | 6.32% | 368,415 | $92.3M | Reduce -7.3% |
| MSFT Microsoft Corp. | 6.30% | 218,418 | $92.1M | Reduce -7.7% |
| AMZN Amazon.com Inc. | 5.28% | 351,174 | $77.0M | Reduce -5.0% |
| TDG Transdigm Group Inc. | 5.12% | 59,019 | $74.8M | Reduce -3.8% |
| CRM Salesforce Inc. | 4.41% | 192,479 | $64.4M | Reduce -5.4% |
| V Visa Inc. Class A | 4.26% | 196,882 | $62.2M | Reduce -2.1% |
| AVGO Broadcom Inc. | 4.18% | 263,005 | $61.0M | Add +18.0% |
| META Meta Platforms Inc. Class A | 3.99% | 99,472 | $58.2M | Add +38.9% |
| ORCL Oracle Corp. | 3.65% | 319,992 | $53.3M | Reduce -3.3% |
| LIN Linde PLC | 3.63% | 126,568 | $53.0M | Reduce -7.1% |
| GOOG Alphabet Inc. Class C | 3.58% | 274,339 | $52.2M | Add +4.5% |
| SAP Sap SE-Sponsored ADR | 3.49% | 207,009 | $51.0M | Reduce -5.5% |
| MCO Moody's Corp. | 3.42% | 105,415 | $49.9M | Add +1.0% |
| INTU Intuit Inc. | 3.39% | 78,712 | $49.5M | Add +30.9% |
| MTD Mettler-Toledo International | 2.94% | 35,037 | $42.9M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.82% | 90,797 | $41.2M | Reduce -6.4% |
| APH Amphenol Corp. Class A | 2.76% | 580,443 | $40.3M | Add +22.6% |
| ADBE Adobe Inc. | 2.70% | 88,736 | $39.5M | Add +5.8% |
| EFX Equifax Inc. | 2.69% | 153,905 | $39.2M | Add +39.2% |
| ADI Analog Devices Inc. | 2.67% | 183,838 | $39.1M | Add +8.2% |
| AME Ametek Inc. | 2.39% | 193,927 | $35.0M | Add +39.0% |
| DHR Danaher Corp. | 2.28% | 145,322 | $33.4M | Reduce -3.0% |
| JNJ Johnson & Johnson | 2.20% | 222,035 | $32.1M | Reduce -5.0% |
| UL Unilever PLC | 2.18% | 561,274 | $31.8M | Add +31.1% |
| HEI Heico Corp. | 2.16% | 132,773 | $31.6M | Reduce -7.6% |
| SYK Stryker Corp. | 2.02% | 81,834 | $29.5M | Add +15.8% |
| ROP Roper Technologies Inc. | 1.85% | 52,102 | $27.1M | Reduce -18.0% |
| AMT American Tower Corp. | 1.78% | 141,512 | $26.0M | Reduce -53.7% |
| VLTO Veralto Corp. | 1.73% | 248,635 | $25.3M | Add +10.1% |
| PEP Pepsico Inc. | 1.54% | 148,027 | $22.5M | Reduce -3.3% |
| BN Brookfield Corp. | 0.49% | 123,520 | $7.1M | Add +69.5% |
| CP Canadian Pacific Kansas City | 0.37% | 74,399 | $5.4M | Add +5.7% |
| NSRGY Nestle SA-Spons ADR | 0.31% | 55,214 | $4.5M | Reduce -4.2% |
| SAFRY Safran SA-Unspon ADR | 0.28% | 74,013 | $4.0M | Add +5.7% |
| CLPBY Coloplast A/S-Sponsored ADR | 0.26% | 345,945 | $3.8M | Add +5.7% |
| ADDYY Adidas AG-Sponsored ADR | 0.24% | 29,199 | $3.6M | Add +2.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.18% | 3,865 | $2.7M | Add +10636.1% |
| PRNDY Pernod Ricard SA - Spon ADR | 0.11% | 69,788 | $1.6M | Reduce -43.0% |
| GOOGL Alphabet Inc. Class A | 0.02% | 1,224 | $232K | Reduce -2.8% |
| EXPGY Experian PLC-Spons ADR | 0.00% | 1,160 | $50K | Add +23.5% |
| NVZMY Novonesis (novozymes)-ADR filed as NOVOZYMES A/S-UNSPONS ADR | 0.00% | 852 | $48K | Add +15.6% |
| NKE Nike Inc. Class B | 0.00% | 579 | $44K | No change |
| CNSWF Constellation Software Inc. | 0.00% | 13 | $40K | No change |
| ACN Accenture PLC Class A | 0.00% | 90 | $32K | No change |
| AIQUY Air Liquide-Unsponsored ADR | 0.00% | 948 | $31K | Add +10.5% |
| NVS Novartis AG-Sponsored ADR | 0.00% | 300 | $29K | No change |
| FANUY Fanuc Corp.-Unsp ADR | 0.00% | 2,237 | $29K | Add +5.9% |
| CLLNY Cellnex Telecom Sau-Unsp ADR | 0.00% | 1,479 | $23K | No change |
| IFNNY Infineon Technologies-ADR | 0.00% | 657 | $21K | Add +9.9% |
| DASTY Dassault Systemes S-Spon ADR | 0.00% | 551 | $19K | Add +10.0% |
| SOAGY Sartorius AG-Unsp ADR | 0.00% | 320 | $14K | New |
| NSRGF Nestle SA-Reg | 0.00% | 113 | $9K | No change |
| BAM Brookfield Asset Mgmt-A | 0.00% | 90 | $5K | Add +9.8% |
| PDRDF Pernod Ricard SA | 0.00% | 41 | $4K | No change |
| TOITF Topicus.com Inc.-Sub Voting | 0.00% | 40 | $3K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $17K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SUVPF Sartorius AG-Vorzug | COMMON STOCKS | 77 | $17K | No change |
Total filed on the 13F, all lines: $1.5B.
Portfolio Sells Q3 2024 → Q4 2024
| AMT American Tower Corp. | Reduce -53.7% | 1.78% | −2.75 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −2.52 |
| GXO Gxo Logistics Inc. | Sold out | 0.00% | −2.16 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −1.58 |
| LIN Linde PLC | Reduce -7.1% | 3.63% | −0.51 |
| TDG Transdigm Group Inc. | Reduce -3.8% | 5.12% | −0.46 |
| ROP Roper Technologies Inc. | Reduce -18.0% | 1.85% | −0.40 |
| DHR Danaher Corp. | Reduce -3.0% | 2.28% | −0.37 |
| HEI Heico Corp. | Reduce -7.6% | 2.16% | −0.23 |
| JNJ Johnson & Johnson | Reduce -5.0% | 2.20% | −0.21 |
| MSFT Microsoft Corp. | Reduce -7.7% | 6.30% | −0.19 |
| PRNDY Pernod Ricard SA - Spon ADR | Reduce -43.0% | 0.11% | −0.13 |
| PEP Pepsico Inc. | Reduce -3.3% | 1.54% | −0.12 |
| NSRGY Nestle SA-Spons ADR | Reduce -4.2% | 0.31% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.4% | 2.82% | −0.03 |
| EDNMY Edenred SA-Unsp ADR | Sold out | 0.00% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -2.8% | 0.02% | +0.00 |
| ORCL Oracle Corp. | Reduce -3.3% | 3.65% | +0.06 |
| SAP Sap SE-Sponsored ADR | Reduce -5.5% | 3.49% | +0.29 |
| AAPL Apple Inc. | Reduce -7.3% | 6.32% | +0.41 |
| V Visa Inc. Class A | Reduce -2.1% | 4.26% | +0.74 |
| CRM Salesforce Inc. | Reduce -5.4% | 4.41% | +0.86 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 5.28% | +0.89 |
Portfolio Buys Q3 2024 → Q4 2024
| AVGO Broadcom Inc. | Add +18.0% | 4.18% | +1.72 |
| META Meta Platforms Inc. Class A | Add +38.9% | 3.99% | +1.37 |
| INTU Intuit Inc. | Add +30.9% | 3.39% | +1.01 |
| AME Ametek Inc. | Add +39.0% | 2.39% | +0.87 |
| APH Amphenol Corp. Class A | Add +22.6% | 2.76% | +0.79 |
| GOOG Alphabet Inc. Class C | Add +4.5% | 3.58% | +0.78 |
| EFX Equifax Inc. | Add +39.2% | 2.69% | +0.61 |
| UL Unilever PLC | Add +31.1% | 2.18% | +0.41 |
| SYK Stryker Corp. | Add +15.8% | 2.02% | +0.39 |
| MCO Moody's Corp. | Add +1.0% | 3.42% | +0.26 |
| BN Brookfield Corp. | Add +69.5% | 0.49% | +0.24 |
| ASML ASML Holding NV-NY Reg SHS | Add +10636.1% | 0.18% | +0.18 |
| ADI Analog Devices Inc. | Add +8.2% | 2.67% | +0.18 |
| VLTO Veralto Corp. | Add +10.1% | 1.73% | +0.12 |
| SAFRY Safran SA-Unspon ADR | Add +5.7% | 0.28% | +0.01 |
| ADDYY Adidas AG-Sponsored ADR | Add +2.6% | 0.24% | +0.00 |
| SOAGY Sartorius AG-Unsp ADR | New | 0.00% | +0.00 |
| EXPGY Experian PLC-Spons ADR | Add +23.5% | 0.00% | +0.00 |
| BAM Brookfield Asset Mgmt-A | Add +9.8% | 0.00% | +0.00 |
| IFNNY Infineon Technologies-ADR | Add +9.9% | 0.00% | +0.00 |
| AIQUY Air Liquide-Unsponsored ADR | Add +10.5% | 0.00% | 0.00 |
| DASTY Dassault Systemes S-Spon ADR | Add +10.0% | 0.00% | 0.00 |
| FANUY Fanuc Corp.-Unsp ADR | Add +5.9% | 0.00% | 0.00 |
| NVZMY Novonesis (novozymes)-ADR | Add +15.6% | 0.00% | −0.00 |
| CP Canadian Pacific Kansas City | Add +5.7% | 0.37% | −0.02 |
| CLPBY Coloplast A/S-Sponsored ADR | Add +5.7% | 0.26% | −0.02 |
| ADBE Adobe Inc. | Add +5.8% | 2.70% | −0.07 |
| MTD Mettler-Toledo International | Add +1.5% | 2.94% | −0.36 |
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 |