Mar Vista Investment Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Mar Vista Investment Partners LLC reported 55 stock positions worth $1.2 billion. Its top holding was Microsoft (MSFT) at 6.4% of the portfolio, followed by Transdigm (TDG, 5.7%) and Apple (AAPL, 4.8%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 2 and reduced 49. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Pepsico (PEP).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001419999
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001214659-25-006715 ↗ filed Apr 30, 2025
Holdings Value
Holdings 55 stocks · $1.2B
| MSFT Microsoft Corp. | 6.39% | 207,187 | $77.8M | Reduce -5.1% |
| TDG Transdigm Group Inc. | 5.73% | 50,392 | $69.7M | Reduce -14.6% |
| AAPL Apple Inc. | 4.82% | 264,122 | $58.7M | Reduce -28.3% |
| V Visa Inc. Class A | 4.68% | 162,350 | $56.9M | Reduce -17.5% |
| AMZN Amazon.com Inc. | 4.67% | 298,862 | $56.9M | Reduce -14.9% |
| LIN Linde PLC | 4.21% | 110,069 | $51.3M | Reduce -13.0% |
| SAP Sap SE-Sponsored ADR | 3.96% | 179,355 | $48.1M | Reduce -13.4% |
| INTU Intuit Inc. | 3.67% | 72,806 | $44.7M | Reduce -7.5% |
| CRM Salesforce Inc. | 3.59% | 162,809 | $43.7M | Reduce -15.4% |
| MCO Moody's Corp. | 3.54% | 92,522 | $43.1M | Reduce -12.2% |
| GOOG Alphabet Inc. Class C | 3.41% | 265,754 | $41.5M | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.34% | 76,295 | $40.6M | Reduce -16.0% |
| META Meta Platforms Inc. Class A | 3.22% | 67,908 | $39.1M | Reduce -31.7% |
| ORCL Oracle Corp. | 3.10% | 269,391 | $37.7M | Reduce -15.8% |
| AVGO Broadcom Inc. | 2.98% | 216,554 | $36.3M | Reduce -17.7% |
| MTD Mettler-Toledo International | 2.93% | 30,134 | $35.6M | Reduce -14.0% |
| SYK Stryker Corp. | 2.76% | 90,187 | $33.6M | Add +10.2% |
| AME Ametek Inc. | 2.72% | 192,256 | $33.1M | Reduce -0.9% |
| EFX Equifax Inc. | 2.62% | 130,881 | $31.9M | Reduce -15.0% |
| ADI Analog Devices Inc. | 2.59% | 156,354 | $31.5M | Reduce -14.9% |
| UL Unilever PLC | 2.55% | 521,079 | $31.0M | Reduce -7.2% |
| JNJ Johnson & Johnson | 2.52% | 184,786 | $30.6M | Reduce -16.8% |
| HEI Heico Corp. | 2.43% | 110,429 | $29.5M | Reduce -16.8% |
| DHR Danaher Corp. | 2.40% | 142,189 | $29.1M | Reduce -2.2% |
| ADBE Adobe Inc. | 2.26% | 71,619 | $27.5M | Reduce -19.3% |
| VLTO Veralto Corp. | 2.20% | 274,392 | $26.7M | Add +10.4% |
| APH Amphenol Corp. Class A | 2.15% | 399,632 | $26.2M | Reduce -31.1% |
| AMT American Tower Corp. | 2.14% | 119,822 | $26.1M | Reduce -15.3% |
| ROP Roper Technologies Inc. | 1.99% | 40,999 | $24.2M | Reduce -21.3% |
| NVDA Nvidia Corp. | 1.66% | 186,059 | $20.2M | New |
| BN Brookfield Corp. | 0.53% | 123,457 | $6.5M | Reduce -0.1% |
| NSRGY Nestle SA-Spons ADR | 0.46% | 55,108 | $5.6M | Reduce -0.2% |
| CP Canadian Pacific Kansas City | 0.43% | 74,285 | $5.2M | Reduce -0.1% |
| SAFRY Safran SA-Unspon ADR | 0.40% | 73,775 | $4.9M | Reduce -0.3% |
| CLPBY Coloplast A/S-Sponsored ADR | 0.30% | 345,308 | $3.6M | Reduce -0.2% |
| ADDYY Adidas AG-Sponsored ADR | 0.28% | 29,157 | $3.4M | Reduce -0.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.21% | 3,853 | $2.6M | Reduce -0.3% |
| PRNDY Pernod Ricard SA - Spon ADR | 0.11% | 69,583 | $1.4M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.01% | 1,130 | $175K | Reduce -7.7% |
| EXPGY Experian PLC-Spons ADR | 0.00% | 953 | $44K | Reduce -17.8% |
| NVZMY Novonesis (novozymes)-ADR filed as NOVOZYMES A/S-UNSPONS ADR | 0.00% | 702 | $41K | Reduce -17.6% |
| NKE Nike Inc. Class B | 0.00% | 579 | $37K | No change |
| CNSWF Constellation Software Inc. | 0.00% | 9 | $28K | Reduce -30.8% |
| FANUY Fanuc Corp.-Unsp ADR | 0.00% | 1,817 | $25K | Reduce -18.8% |
| AIQUY Air Liquide-Unsponsored ADR | 0.00% | 650 | $25K | Reduce -31.4% |
| NVS Novartis AG-Sponsored ADR | 0.00% | 207 | $23K | Reduce -31.0% |
| CLLNY Cellnex Telecom Sau-Unsp ADR | 0.00% | 1,134 | $20K | Reduce -23.3% |
| IFNNY Infineon Technologies-ADR | 0.00% | 451 | $15K | Reduce -31.4% |
| DASTY Dassault Systemes S-Spon ADR | 0.00% | 381 | $15K | Reduce -30.9% |
| ACN Accenture PLC Class A | 0.00% | 46 | $14K | Reduce -48.9% |
| SOAGY Sartorius AG-Unsp ADR | 0.00% | 303 | $14K | Reduce -5.3% |
| NSRGF Nestle SA-Reg | 0.00% | 113 | $11K | No change |
| PDRDF Pernod Ricard SA | 0.00% | 41 | $4K | No change |
| BAM Brookfield Asset Mgmt-A | 0.00% | 61 | $3K | Reduce -32.2% |
| TOITF Topicus.com Inc.-Sub Voting | 0.00% | 29 | $3K | Reduce -27.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $15K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SUVPF Sartorius AG-Vorzug | COMMON STOCKS | 62 | $15K | Reduce -19.5% |
Total filed on the 13F, all lines: $1.2B.
Portfolio Sells Q4 2024 → Q1 2025
| PEP Pepsico Inc. | Sold out | 0.00% | −1.54 |
| AAPL Apple Inc. | Reduce -28.3% | 4.82% | −1.49 |
| AVGO Broadcom Inc. | Reduce -17.7% | 2.98% | −1.19 |
| CRM Salesforce Inc. | Reduce -15.4% | 3.59% | −0.81 |
| META Meta Platforms Inc. Class A | Reduce -31.7% | 3.22% | −0.77 |
| APH Amphenol Corp. Class A | Reduce -31.1% | 2.15% | −0.61 |
| AMZN Amazon.com Inc. | Reduce -14.9% | 4.67% | −0.60 |
| ORCL Oracle Corp. | Reduce -15.8% | 3.10% | −0.56 |
| ADBE Adobe Inc. | Reduce -19.3% | 2.26% | −0.44 |
| GOOG Alphabet Inc. Class C | Reduce -3.1% | 3.41% | −0.16 |
| ADI Analog Devices Inc. | Reduce -14.9% | 2.59% | −0.08 |
| EFX Equifax Inc. | Reduce -15.0% | 2.62% | −0.07 |
| MTD Mettler-Toledo International | Reduce -14.0% | 2.93% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -7.7% | 0.01% | −0.00 |
| ACN Accenture PLC Class A | Reduce -48.9% | 0.00% | −0.00 |
| CNSWF Constellation Software Inc. | Reduce -30.8% | 0.00% | −0.00 |
| IFNNY Infineon Technologies-ADR | Reduce -31.4% | 0.00% | −0.00 |
| AIQUY Air Liquide-Unsponsored ADR | Reduce -31.4% | 0.00% | −0.00 |
| BAM Brookfield Asset Mgmt-A | Reduce -32.2% | 0.00% | −0.00 |
| DASTY Dassault Systemes S-Spon ADR | Reduce -30.9% | 0.00% | −0.00 |
| NVS Novartis AG-Sponsored ADR | Reduce -31.0% | 0.00% | −0.00 |
| FANUY Fanuc Corp.-Unsp ADR | Reduce -18.8% | 0.00% | 0.00 |
| TOITF Topicus.com Inc.-Sub Voting | Reduce -27.5% | 0.00% | 0.00 |
| CLLNY Cellnex Telecom Sau-Unsp ADR | Reduce -23.3% | 0.00% | +0.00 |
| NVZMY Novonesis (novozymes)-ADR | Reduce -17.6% | 0.00% | +0.00 |
| EXPGY Experian PLC-Spons ADR | Reduce -17.8% | 0.00% | +0.00 |
| SOAGY Sartorius AG-Unsp ADR | Reduce -5.3% | 0.00% | +0.00 |
| PRNDY Pernod Ricard SA - Spon ADR | Reduce -0.3% | 0.11% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.3% | 0.21% | +0.03 |
| ADDYY Adidas AG-Sponsored ADR | Reduce -0.1% | 0.28% | +0.04 |
| CLPBY Coloplast A/S-Sponsored ADR | Reduce -0.2% | 0.30% | +0.04 |
| BN Brookfield Corp. | Reduce -0.1% | 0.53% | +0.05 |
| CP Canadian Pacific Kansas City | Reduce -0.1% | 0.43% | +0.06 |
| MSFT Microsoft Corp. | Reduce -5.1% | 6.39% | +0.09 |
| DHR Danaher Corp. | Reduce -2.2% | 2.40% | +0.11 |
| MCO Moody's Corp. | Reduce -12.2% | 3.54% | +0.12 |
| SAFRY Safran SA-Unspon ADR | Reduce -0.3% | 0.40% | +0.13 |
| ROP Roper Technologies Inc. | Reduce -21.3% | 1.99% | +0.13 |
| NSRGY Nestle SA-Spons ADR | Reduce -0.2% | 0.46% | +0.15 |
| HEI Heico Corp. | Reduce -16.8% | 2.43% | +0.26 |
| INTU Intuit Inc. | Reduce -7.5% | 3.67% | +0.29 |
| JNJ Johnson & Johnson | Reduce -16.8% | 2.52% | +0.32 |
| AME Ametek Inc. | Reduce -0.9% | 2.72% | +0.33 |
| AMT American Tower Corp. | Reduce -15.3% | 2.14% | +0.37 |
| UL Unilever PLC | Reduce -7.2% | 2.55% | +0.37 |
| V Visa Inc. Class A | Reduce -17.5% | 4.68% | +0.42 |
| SAP Sap SE-Sponsored ADR | Reduce -13.4% | 3.96% | +0.47 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.0% | 3.34% | +0.52 |
| LIN Linde PLC | Reduce -13.0% | 4.21% | +0.58 |
| TDG Transdigm Group Inc. | Reduce -14.6% | 5.73% | +0.61 |
Portfolio Buys Q4 2024 → Q1 2025
Notes & Other Activity Q4 2024 → Q1 2025
| SUVPF Sartorius AG-Vorzug | COMMON STOCKS | Reduce -19.5% | 62 | $15K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |