Q4 2024 · 13F-HR
MAR VISTA INVESTMENT PARTNERS LLCholdings as filed
Filed 2025-02-14 · accession 0001214659-25-002650
$1.46B
Reported value
56
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $92.3M | 6.32% | 368,415 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $92.1M | 6.30% | 218,418 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $77.0M | 5.28% | 351,174 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $74.8M | 5.12% | 59,019 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $64.4M | 4.41% | 192,479 | Common | SOLE |
| 92826C839 | V | VISA INC-CLASS A SHARES | $62.2M | 4.26% | 196,882 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $61.0M | 4.18% | 263,005 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC-CLASS A | $58.2M | 3.99% | 99,472 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $53.3M | 3.65% | 319,992 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $53.0M | 3.63% | 126,568 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC-CL C | $52.2M | 3.58% | 274,339 | Common | SOLE |
| 803054204 | SAP | SAP SE-SPONSORED ADR | $51.0M | 3.49% | 207,009 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $49.9M | 3.42% | 105,415 | Common | NONE |
| 461202103 | INTU | INTUIT INC | $49.5M | 3.39% | 78,712 | Common | SOLE |
| 592688105 | MTD | METTLER-TOLEDO INTERNATIONAL | $42.9M | 2.94% | 35,037 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC-CL B | $41.2M | 2.82% | 90,797 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP-CL A | $40.3M | 2.76% | 580,443 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $39.5M | 2.70% | 88,736 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $39.2M | 2.69% | 153,905 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $39.1M | 2.67% | 183,838 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $35.0M | 2.39% | 193,927 | Common | NONE |
| 235851102 | DHR | DANAHER CORP | $33.4M | 2.28% | 145,322 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $32.1M | 2.20% | 222,035 | Common | SOLE |
| 904767704 | — | UNILEVER PLC-SPONSORED ADR | $31.8M | 2.18% | 561,274 | Common | SOLE |
| 422806109 | HEI | HEICO CORP | $31.6M | 2.16% | 132,773 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $29.5M | 2.02% | 81,834 | Common | NONE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $27.1M | 1.85% | 52,102 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP | $26.0M | 1.78% | 141,512 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $25.3M | 1.73% | 248,635 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $22.5M | 1.54% | 148,027 | Common | NONE |
| 11271J107 | BN | BROOKFIELD CORP | $7.1M | 0.49% | 123,520 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $5.4M | 0.37% | 74,399 | Common | SOLE |
| 641069406 | NSRGY | NESTLE SA-SPONS ADR | $4.5M | 0.31% | 55,214 | Common | SOLE |
| 786584102 | SAFRY | SAFRAN SA-UNSPON ADR | $4.0M | 0.28% | 74,013 | Common | SOLE |
| 19624Y200 | CLPBY | COLOPLAST AS- UNSPON ADR | $3.8M | 0.26% | 345,945 | Common | SOLE |
| 00687A107 | ADDYY | ADIDAS AG-SPONSORED ADR | $3.6M | 0.24% | 29,199 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING NV-NY REG SHS | $2.7M | 0.18% | 3,865 | Common | SOLE |
| 714264306 | PRNDY | PERNOD RICARD SA - SPON ADR | $1.6M | 0.11% | 69,788 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC-CL A | $231,703 | 0.02% | 1,224 | Common | SOLE |
| 30215C101 | EXPGY | EXPERIAN PLC-SPONS ADR | $49,567 | 0.00% | 1,160 | Common | SOLE |
| 670108109 | NVZMY | NOVONESIS (NOVOZYMES) - ADR | $48,172 | 0.00% | 852 | Common | SOLE |
| 654106103 | NKE | NIKE INC CL B | $43,813 | 0.00% | 579 | Common | NONE |
| 21037X100 | CNSWF | CONSTELLATION SOFTWARE INC | $40,287 | 0.00% | 13 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC CL A | $31,661 | 0.00% | 90 | Common | SOLE |
| 009126202 | AIQUY | AIR LIQUIDE-UNSPONSORED ADR | $30,573 | 0.00% | 948 | Common | SOLE |
| 66987V109 | NVS | NOVARTIS AG-SPONSORED ADR | $29,193 | 0.00% | 300 | Common | SOLE |
| 307305102 | FANUY | FANUC CORP-UNSP ADR | $29,170 | 0.00% | 2,237 | Common | SOLE |
| 15117X105 | CLLNY | CELLNEX TELECOM SAU-UNSP ADR | $23,058 | 0.00% | 1,479 | Common | SOLE |
| 45662N103 | IFNNY | INFINEON TECHNOLOGIES ADR | $21,307 | 0.00% | 657 | Common | SOLE |
| 237545108 | DASTY | DASSAULT SYS S A SPON ADR | $18,976 | 0.00% | 551 | Common | SOLE |
| D6705R119 | SUVPF | SARTORIUS AG-VORZUG | $16,927 | 0.00% | 77 | Common | SOLE |
| 80385Q208 | SOAGY | SARTORIUS AG-UNSP ADR | $14,336 | 0.00% | 320 | Common | SOLE |
| H57312649 | NSRGF | NESTLE SA-REG | $9,155 | 0.00% | 113 | Common | SOLE |
| 113004105 | BAM | BROOKFIELD ASSET MGMT-A | $4,877 | 0.00% | 90 | Common | SOLE |
| F72027109 | PDRDF | PERNOD RICARD SA | $4,451 | 0.00% | 41 | Common | SOLE |
| 89072T102 | TOITF | TOPICUS.COM INC-SUB VOTING | $3,405 | 0.00% | 40 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.