Mar Vista Investment Partners LLC In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Mar Vista Investment Partners LLC reported 32 stock positions worth $1.2 billion . Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Apple (AAPL, 6.0% ) and Oracle (ORCL, 5.2% ). Compared with Q2 2025, it sold out of 24, added to 4 and reduced 27. The biggest buy was Apple (AAPL, shares +13% ) and the biggest sale an exit from Adobe (ADBE).
Location LOS ANGELES, CA
CIK 0001419999
Portfolio Value $1.2B (Q3 2025) Holdings 32 stocks · $1.2B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q2 2025 MSFT Microsoft Corp. 168,144 $87.1M Reduce -15.7% AAPL Apple Inc. 270,359 $68.8M Add +13.1% ORCL Oracle Corp. 214,430 $60.3M Reduce -18.3% TDG Transdigm Group Inc. 42,049 $55.4M Reduce -8.0% AMZN Amazon.com Inc. 247,963 $54.4M Reduce -12.3% NVDA Nvidia Corp. 291,580 $54.4M Add +25.9% APH Amphenol Corp. Class A 406,710 $50.3M Reduce -3.9% LIN Linde PLC 100,666 $47.8M Reduce -16.7% GOOG Alphabet Inc. Class C 194,560 $47.4M Add +18.2% MCO Moody's Corp. 91,633 $43.7M Reduce -1.9% INTU Intuit Inc. 63,501 $43.4M Reduce -12.1% META Meta Platforms Inc. Class A 56,946 $41.8M Reduce -15.4% SAP Sap SE-Sponsored ADR 141,152 $37.7M Reduce -4.2% V Visa Inc. Class A 108,414 $37.0M Reduce -4.4% AME Ametek Inc. 179,827 $33.8M Reduce -2.1% JNJ Johnson & Johnson 180,093 $33.4M Reduce -4.9% BRK.B Berkshire Hathaway Inc. Class B 64,647 $32.5M Reduce -16.0% SYK Stryker Corp. 82,957 $30.7M Reduce -2.2% ADI Analog Devices Inc. 123,106 $30.2M Reduce -19.7% VLTO Veralto Corp. 280,577 $29.9M Reduce -2.5% MTD Mettler-Toledo International 24,010 $29.5M Reduce -4.6% CRM Salesforce Inc. 123,685 $29.3M Reduce -17.9% AVGO Broadcom Inc. 87,245 $28.8M Reduce -47.7% GE General Electric filed as GE AEROSPACE 83,823 $25.2M Reduce -28.6% UL Unilever PLC 393,929 $23.4M Reduce -23.3% DHR Danaher Corp. 113,597 $22.5M Reduce -20.0% ROP Roper Technologies Inc. 39,549 $19.7M Reduce -4.9% AMT American Tower Corp. 98,586 $19.0M Reduce -17.7% EFX Equifax Inc. 68,617 $17.6M Reduce -46.1% HEI Heico Corp. 47,401 $15.3M Reduce -0.2% GOOGL Alphabet Inc. Class A 822 $200K Add +8.7% NKE Nike Inc. Class B 579 $40K No change
Portfolio Sells Q2 2025 → Q3 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▲ ADBE Adobe Inc. Sold out 0.00% −1.85 AVGO Broadcom Inc. Reduce -47.7% 2.50% −1.02 EFX Equifax Inc. Reduce -46.1% 1.53% −1.00 BN Brookfield Corp. Sold out 0.00% −0.61 CRM Salesforce Inc. Reduce -17.9% 2.55% −0.60 INTU Intuit Inc. Reduce -12.1% 3.77% −0.59 TDG Transdigm Group Inc. Reduce -8.0% 4.82% −0.51 SAFRY Safran SA-Unspon ADR Sold out 0.00% −0.48 CP Canadian Pacific Kansas City Sold out 0.00% −0.47 NSRGY Nestle SA-Spons ADR Sold out 0.00% −0.44 AMT American Tower Corp. Reduce -17.7% 1.65% −0.38 UL Unilever PLC Reduce -23.3% 2.03% −0.38 ADDYY Adidas AG-Sponsored ADR Sold out 0.00% −0.27 CLPBY Coloplast A/S-Sponsored ADR Sold out 0.00% −0.26 ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −0.25 DHR Danaher Corp. Reduce -20.0% 1.96% −0.19 LIN Linde PLC Reduce -16.7% 4.16% −0.18 META Meta Platforms Inc. Class A Reduce -15.4% 3.63% −0.17 ADI Analog Devices Inc. Reduce -19.7% 2.63% −0.17 SAP Sap SE-Sponsored ADR Reduce -4.2% 3.28% −0.15 GE General Electric Reduce -28.6% 2.19% −0.12 PRNDY Pernod Ricard SA - Spon ADR Sold out 0.00% −0.11 ROP Roper Technologies Inc. Reduce -4.9% 1.71% −0.09 BRK.B Berkshire Hathaway Inc. Class B Reduce -16.0% 2.82% −0.04 MSFT Microsoft Corp. Reduce -15.7% 7.57% −0.02 AMZN Amazon.com Inc. Reduce -12.3% 4.73% −0.02 NVZMY Novonesis (novozymes)-ADR Sold out 0.00% −0.00 EXPGY Experian PLC-Spons ADR Sold out 0.00% −0.00 CNSWF Constellation Software Inc. Sold out 0.00% −0.00 AIQUY Air Liquide-Unsponsored ADR Sold out 0.00% −0.00 NVS Novartis AG-Sponsored ADR Sold out 0.00% −0.00 CLLNY Cellnex Telecom Sau-Unsp ADR Sold out 0.00% −0.00 IFNNY Infineon Technologies-ADR Sold out 0.00% −0.00 SOAGY Sartorius AG-Unsp ADR Sold out 0.00% −0.00 DASTY Dassault Systemes S-Spon ADR Sold out 0.00% −0.00 ACN Accenture PLC Class A Sold out 0.00% −0.00 FANUY Fanuc Corp.-Unsp ADR Sold out 0.00% −0.00 NSRGF Nestle SA-Reg Sold out 0.00% −0.00 BAM Brookfield Asset Mgmt-A Sold out 0.00% −0.00 TOITF Topicus.com Inc.-Sub Voting Sold out 0.00% −0.00 PDRDF Pernod Ricard SA Sold out 0.00% −0.00 SYK Stryker Corp. Reduce -2.2% 2.67% +0.09 V Visa Inc. Class A Reduce -4.4% 3.22% +0.13 HEI Heico Corp. Reduce -0.2% 1.33% +0.14 MCO Moody's Corp. Reduce -1.9% 3.79% +0.21 MTD Mettler-Toledo International Reduce -4.6% 2.56% +0.30 VLTO Veralto Corp. Reduce -2.5% 2.60% +0.38 AME Ametek Inc. Reduce -2.1% 2.94% +0.39 JNJ Johnson & Johnson Reduce -4.9% 2.90% +0.69 ORCL Oracle Corp. Reduce -18.3% 5.24% +0.84
Portfolio Buys Q2 2025 → Q3 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▼ AAPL Apple Inc. Add +13.1% 5.98% +2.23 NVDA Nvidia Corp. Add +25.9% 4.73% +1.93 GOOG Alphabet Inc. Class C Add +18.2% 4.12% +1.88 GOOGL Alphabet Inc. Class A Add +8.7% 0.02% +0.01
Notes & Other Activity Q2 2025 → Q3 2025 Security Class Change vs Q2 2025 Shares / Principal Value ▼ SUVPF Sartorius AG-Vorzug COMMON STOCKS Sold out 62 $16Kbefore exit
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