Q1 2025 · 13F-HR
MAR VISTA INVESTMENT PARTNERS LLCholdings as filed
Filed 2025-04-30 · accession 0001214659-25-006715
$1.22B
Reported value
56
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $77.8M | 6.39% | 207,187 | Common | NONE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $69.7M | 5.73% | 50,392 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $58.7M | 4.82% | 264,122 | Common | NONE |
| 92826C839 | V | VISA INC-CLASS A SHARES | $56.9M | 4.68% | 162,350 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $56.9M | 4.67% | 298,862 | Common | NONE |
| G54950103 | LIN | LINDE PLC | $51.3M | 4.21% | 110,069 | Common | SOLE |
| 803054204 | SAP | SAP SE-SPONSORED ADR | $48.1M | 3.96% | 179,355 | Common | NONE |
| 461202103 | INTU | INTUIT INC | $44.7M | 3.67% | 72,806 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $43.7M | 3.59% | 162,809 | Common | NONE |
| 615369105 | MCO | MOODYS CORP | $43.1M | 3.54% | 92,522 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC-CL C | $41.5M | 3.41% | 265,754 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC-CL B | $40.6M | 3.34% | 76,295 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC-CLASS A | $39.1M | 3.22% | 67,908 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $37.7M | 3.10% | 269,391 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $36.3M | 2.98% | 216,554 | Common | NONE |
| 592688105 | MTD | METTLER-TOLEDO INTERNATIONAL | $35.6M | 2.93% | 30,134 | Common | NONE |
| 863667101 | SYK | STRYKER CORP | $33.6M | 2.76% | 90,187 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $33.1M | 2.72% | 192,256 | Common | NONE |
| 294429105 | EFX | EQUIFAX INC | $31.9M | 2.62% | 130,881 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $31.5M | 2.59% | 156,354 | Common | NONE |
| 904767704 | — | UNILEVER PLC-SPONSORED ADR | $31.0M | 2.55% | 521,079 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $30.6M | 2.52% | 184,786 | Common | SOLE |
| 422806109 | HEI | HEICO CORP | $29.5M | 2.43% | 110,429 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $29.1M | 2.40% | 142,189 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $27.5M | 2.26% | 71,619 | Common | NONE |
| 92338C103 | VLTO | VERALTO CORP | $26.7M | 2.20% | 274,392 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP-CL A | $26.2M | 2.15% | 399,632 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP | $26.1M | 2.14% | 119,822 | Common | NONE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $24.2M | 1.99% | 40,999 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $20.2M | 1.66% | 186,059 | Common | NONE |
| 11271J107 | BN | BROOKFIELD CORP | $6.5M | 0.53% | 123,457 | Common | NONE |
| 641069406 | NSRGY | NESTLE SA-SPONS ADR | $5.6M | 0.46% | 55,108 | Common | NONE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $5.2M | 0.43% | 74,285 | Common | NONE |
| 786584102 | SAFRY | SAFRAN SA-UNSPON ADR | $4.9M | 0.40% | 73,775 | Common | NONE |
| 19624Y200 | CLPBY | COLOPLAST AS- UNSPON ADR | $3.6M | 0.30% | 345,308 | Common | NONE |
| 00687A107 | ADDYY | ADIDAS AG-SPONSORED ADR | $3.4M | 0.28% | 29,157 | Common | NONE |
| N07059210 | ASML | ASML HOLDING NV-NY REG SHS | $2.6M | 0.21% | 3,853 | Common | NONE |
| 714264306 | PRNDY | PERNOD RICARD SA - SPON ADR | $1.4M | 0.11% | 69,583 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC-CL A | $174,743 | 0.01% | 1,130 | Common | SOLE |
| 30215C101 | EXPGY | EXPERIAN PLC-SPONS ADR | $44,219 | 0.00% | 953 | Common | SOLE |
| 670108109 | NVZMY | NOVONESIS (NOVOZYMES) - ADR | $41,004 | 0.00% | 702 | Common | SOLE |
| 654106103 | NKE | NIKE INC CL B | $36,755 | 0.00% | 579 | Common | NONE |
| 21037X100 | CNSWF | CONSTELLATION SOFTWARE INC | $28,494 | 0.00% | 9 | Common | SOLE |
| 307305102 | FANUY | FANUC CORP-UNSP ADR | $24,766 | 0.00% | 1,817 | Common | SOLE |
| 009126202 | AIQUY | AIR LIQUIDE-UNSPONSORED ADR | $24,713 | 0.00% | 650 | Common | SOLE |
| 66987V109 | NVS | NOVARTIS AG-SPONSORED ADR | $23,076 | 0.00% | 207 | Common | SOLE |
| 15117X105 | CLLNY | CELLNEX TELECOM SAU-UNSP ADR | $20,231 | 0.00% | 1,134 | Common | SOLE |
| D6705R119 | SUVPF | SARTORIUS AG-VORZUG | $15,232 | 0.00% | 62 | Common | SOLE |
| 45662N103 | IFNNY | INFINEON TECHNOLOGIES ADR | $14,937 | 0.00% | 451 | Common | SOLE |
| 237545108 | DASTY | DASSAULT SYS S A SPON ADR | $14,535 | 0.00% | 381 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC CL A | $14,354 | 0.00% | 46 | Common | SOLE |
| 80385Q208 | SOAGY | SARTORIUS AG-UNSP ADR | $14,174 | 0.00% | 303 | Common | SOLE |
| H57312649 | NSRGF | NESTLE SA-REG | $11,389 | 0.00% | 113 | Common | SOLE |
| F72027109 | PDRDF | PERNOD RICARD SA | $4,092 | 0.00% | 41 | Common | SOLE |
| 113004105 | BAM | BROOKFIELD ASSET MGMT-A | $2,955 | 0.00% | 61 | Common | SOLE |
| 89072T102 | TOITF | TOPICUS.COM INC-SUB VOTING | $2,852 | 0.00% | 29 | 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.