Mar Vista Investment Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Mar Vista Investment Partners LLC reported 56 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Transdigm (TDG, 5.3%) and Amazon.com (AMZN, 4.8%). Compared with Q1 2025, it opened 1 new position, added to 17 and reduced 23. The biggest buy was a new position in General Electric (GE) and the biggest sale Visa Class A (V, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001419999
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001214659-25-011763 ↗ filed Aug 11, 2025
Holdings Value
Holdings 56 stocks · $1.3B
| MSFT Microsoft Corp. | 7.59% | 199,341 | $99.2M | Reduce -3.8% |
| TDG Transdigm Group Inc. | 5.32% | 45,722 | $69.5M | Reduce -9.3% |
| AMZN Amazon.com Inc. | 4.75% | 282,743 | $62.0M | Reduce -5.4% |
| ORCL Oracle Corp. | 4.40% | 262,586 | $57.4M | Reduce -2.5% |
| INTU Intuit Inc. | 4.36% | 72,275 | $56.9M | Reduce -0.7% |
| LIN Linde PLC | 4.34% | 120,786 | $56.7M | Add +9.7% |
| META Meta Platforms Inc. Class A | 3.80% | 67,285 | $49.7M | Reduce -0.9% |
| AAPL Apple Inc. | 3.76% | 239,054 | $49.0M | Reduce -9.5% |
| MCO Moody's Corp. | 3.59% | 93,431 | $46.9M | Add +1.0% |
| AVGO Broadcom Inc. | 3.52% | 166,769 | $46.0M | Reduce -23.0% |
| SAP Sap SE-Sponsored ADR | 3.43% | 147,365 | $44.8M | Reduce -17.8% |
| APH Amphenol Corp. Class A | 3.20% | 423,195 | $41.8M | Add +5.9% |
| CRM Salesforce Inc. | 3.14% | 150,586 | $41.1M | Reduce -7.5% |
| V Visa Inc. Class A | 3.08% | 113,432 | $40.3M | Reduce -30.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.86% | 76,997 | $37.4M | Add +0.9% |
| NVDA Nvidia Corp. | 2.80% | 231,595 | $36.6M | Add +24.5% |
| ADI Analog Devices Inc. | 2.80% | 153,383 | $36.5M | Reduce -1.9% |
| SYK Stryker Corp. | 2.57% | 84,862 | $33.6M | Reduce -5.9% |
| AME Ametek Inc. | 2.55% | 183,732 | $33.2M | Reduce -4.4% |
| EFX Equifax Inc. | 2.53% | 127,287 | $33.0M | Reduce -2.8% |
| UL Unilever PLC | 2.41% | 513,625 | $31.4M | Reduce -1.4% |
| GE General Electric filed as GE AEROSPACE | 2.31% | 117,394 | $30.2M | New |
| MTD Mettler-Toledo International | 2.26% | 25,158 | $29.6M | Reduce -16.5% |
| GOOG Alphabet Inc. Class C | 2.24% | 164,577 | $29.2M | Reduce -38.1% |
| VLTO Veralto Corp. | 2.22% | 287,620 | $29.0M | Add +4.8% |
| JNJ Johnson & Johnson | 2.22% | 189,441 | $28.9M | Add +2.5% |
| DHR Danaher Corp. | 2.15% | 142,008 | $28.1M | Reduce -0.1% |
| AMT American Tower Corp. | 2.03% | 119,827 | $26.5M | Add +0.0% |
| ADBE Adobe Inc. | 1.85% | 62,447 | $24.2M | Reduce -12.8% |
| ROP Roper Technologies Inc. | 1.80% | 41,579 | $23.6M | Add +1.4% |
| HEI Heico Corp. | 1.19% | 47,482 | $15.6M | Reduce -57.0% |
| BN Brookfield Corp. | 0.61% | 128,456 | $7.9M | Add +4.0% |
| SAFRY Safran SA-Unspon ADR | 0.48% | 76,748 | $6.3M | Add +4.0% |
| CP Canadian Pacific Kansas City | 0.47% | 77,288 | $6.1M | Add +4.0% |
| NSRGY Nestle SA-Spons ADR | 0.44% | 57,337 | $5.7M | Add +4.0% |
| ADDYY Adidas AG-Sponsored ADR | 0.27% | 30,337 | $3.6M | Add +4.0% |
| CLPBY Coloplast A/S-Sponsored ADR | 0.26% | 359,254 | $3.4M | Add +4.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.25% | 4,008 | $3.2M | Add +4.0% |
| PRNDY Pernod Ricard SA - Spon ADR | 0.11% | 72,395 | $1.5M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 0.01% | 756 | $133K | Reduce -33.1% |
| NVZMY Novonesis (novozymes)-ADR filed as NOVOZYMES A/S-UNSPONS ADR | 0.00% | 702 | $50K | No change |
| EXPGY Experian PLC-Spons ADR | 0.00% | 953 | $49K | No change |
| NKE Nike Inc. Class B | 0.00% | 579 | $41K | No change |
| CNSWF Constellation Software Inc. | 0.00% | 9 | $33K | No change |
| AIQUY Air Liquide-Unsponsored ADR | 0.00% | 650 | $27K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 207 | $25K | No change |
| CLLNY Cellnex Telecom Sau-Unsp ADR | 0.00% | 1,134 | $22K | No change |
| IFNNY Infineon Technologies-ADR | 0.00% | 451 | $19K | No change |
| SOAGY Sartorius AG-Unsp ADR | 0.00% | 303 | $16K | No change |
| DASTY Dassault Systemes S-Spon ADR | 0.00% | 381 | $14K | No change |
| ACN Accenture PLC Class A | 0.00% | 46 | $14K | No change |
| FANUY Fanuc Corp.-Unsp ADR | 0.00% | 917 | $12K | Reduce -49.5% |
| NSRGF Nestle SA-Reg | 0.00% | 113 | $11K | No change |
| PDRDF Pernod Ricard SA | 0.00% | 41 | $4K | No change |
| TOITF Topicus.com Inc.-Sub Voting | 0.00% | 29 | $4K | No change |
| BAM Brookfield Asset Mgmt-A | 0.00% | 61 | $3K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $16K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SUVPF Sartorius AG-Vorzug | COMMON STOCKS | 62 | $16K | No change |
Total filed on the 13F, all lines: $1.3B.
Portfolio Sells Q1 2025 → Q2 2025
| V Visa Inc. Class A | Reduce -30.1% | 3.08% | −1.59 |
| HEI Heico Corp. | Reduce -57.0% | 1.19% | −1.23 |
| GOOG Alphabet Inc. Class C | Reduce -38.1% | 2.24% | −1.18 |
| AAPL Apple Inc. | Reduce -9.5% | 3.76% | −1.07 |
| MTD Mettler-Toledo International | Reduce -16.5% | 2.26% | −0.66 |
| SAP Sap SE-Sponsored ADR | Reduce -17.8% | 3.43% | −0.53 |
| CRM Salesforce Inc. | Reduce -7.5% | 3.14% | −0.45 |
| ADBE Adobe Inc. | Reduce -12.8% | 1.85% | −0.41 |
| TDG Transdigm Group Inc. | Reduce -9.3% | 5.32% | −0.41 |
| DHR Danaher Corp. | Reduce -0.1% | 2.15% | −0.25 |
| SYK Stryker Corp. | Reduce -5.9% | 2.57% | −0.19 |
| AME Ametek Inc. | Reduce -4.4% | 2.55% | −0.17 |
| UL Unilever PLC | Reduce -1.4% | 2.41% | −0.14 |
| EFX Equifax Inc. | Reduce -2.8% | 2.53% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -33.1% | 0.01% | −0.00 |
| FANUY Fanuc Corp.-Unsp ADR | Reduce -49.5% | 0.00% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -5.4% | 4.75% | +0.08 |
| ADI Analog Devices Inc. | Reduce -1.9% | 2.80% | +0.20 |
| AVGO Broadcom Inc. | Reduce -23.0% | 3.52% | +0.54 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 3.80% | +0.59 |
| INTU Intuit Inc. | Reduce -0.7% | 4.36% | +0.68 |
| MSFT Microsoft Corp. | Reduce -3.8% | 7.59% | +1.20 |
| ORCL Oracle Corp. | Reduce -2.5% | 4.40% | +1.30 |
Portfolio Buys Q1 2025 → Q2 2025
| GE General Electric | New | 2.31% | +2.31 |
| NVDA Nvidia Corp. | Add +24.5% | 2.80% | +1.14 |
| APH Amphenol Corp. Class A | Add +5.9% | 3.20% | +1.05 |
| LIN Linde PLC | Add +9.7% | 4.34% | +0.13 |
| SAFRY Safran SA-Unspon ADR | Add +4.0% | 0.48% | +0.08 |
| BN Brookfield Corp. | Add +4.0% | 0.61% | +0.08 |
| MCO Moody's Corp. | Add +1.0% | 3.59% | +0.05 |
| CP Canadian Pacific Kansas City | Add +4.0% | 0.47% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.0% | 0.25% | +0.04 |
| VLTO Veralto Corp. | Add +4.8% | 2.22% | +0.03 |
| PRNDY Pernod Ricard SA - Spon ADR | Add +4.0% | 0.11% | −0.00 |
| ADDYY Adidas AG-Sponsored ADR | Add +4.0% | 0.27% | −0.01 |
| NSRGY Nestle SA-Spons ADR | Add +4.0% | 0.44% | −0.02 |
| CLPBY Coloplast A/S-Sponsored ADR | Add +4.0% | 0.26% | −0.04 |
| AMT American Tower Corp. | Add +0.0% | 2.03% | −0.12 |
| ROP Roper Technologies Inc. | Add +1.4% | 1.80% | −0.18 |
| JNJ Johnson & Johnson | Add +2.5% | 2.22% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 2.86% | −0.48 |
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 |