Q2 2025 · 13F-HR
MAR VISTA INVESTMENT PARTNERS LLCholdings as filed
Filed 2025-08-11 · accession 0001214659-25-011763
$1.31B
Reported value
57
Positions
2025-06-30
Period end
The Brief · MAR VISTA INVESTMENT PARTNERS LLC · Q2 2025
AI · grounded in 13F
MAR VISTA INVESTMENT PARTNERS LLC established a new position in MSFT valued at $99.2M. The fund also initiated new stakes in TDG for $69.5M and AMZN for $62M. Additional new positions include ORCL, INTU, and LIN.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $99.2M | 7.59% | 199,341 | Common | NONE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $69.5M | 5.32% | 45,722 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $62.0M | 4.75% | 282,743 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $57.4M | 4.40% | 262,586 | Common | NONE |
| 461202103 | INTU | INTUIT INC | $56.9M | 4.36% | 72,275 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $56.7M | 4.34% | 120,786 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC-CLASS A | $49.7M | 3.80% | 67,285 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $49.0M | 3.76% | 239,054 | Common | NONE |
| 615369105 | MCO | MOODYS CORP | $46.9M | 3.59% | 93,431 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $46.0M | 3.52% | 166,769 | Common | SOLE |
| 803054204 | SAP | SAP SE-SPONSORED ADR | $44.8M | 3.43% | 147,365 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP-CL A | $41.8M | 3.20% | 423,195 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $41.1M | 3.14% | 150,586 | Common | NONE |
| 92826C839 | V | VISA INC-CLASS A SHARES | $40.3M | 3.08% | 113,432 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC-CL B | $37.4M | 2.86% | 76,997 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORP | $36.6M | 2.80% | 231,595 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $36.5M | 2.80% | 153,383 | Common | NONE |
| 863667101 | SYK | STRYKER CORP | $33.6M | 2.57% | 84,862 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $33.2M | 2.55% | 183,732 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $33.0M | 2.53% | 127,287 | Common | SOLE |
| 904767704 | — | UNILEVER PLC-SPONSORED ADR | $31.4M | 2.41% | 513,625 | Common | NONE |
| 369604301 | GE | GENERAL ELECTRIC | $30.2M | 2.31% | 117,394 | Common | NONE |
| 592688105 | MTD | METTLER-TOLEDO INTERNATIONAL | $29.6M | 2.26% | 25,158 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC-CL C | $29.2M | 2.24% | 164,577 | Common | NONE |
| 92338C103 | VLTO | VERALTO CORP | $29.0M | 2.22% | 287,620 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $28.9M | 2.22% | 189,441 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $28.1M | 2.15% | 142,008 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP | $26.5M | 2.03% | 119,827 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $24.2M | 1.85% | 62,447 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $23.6M | 1.80% | 41,579 | Common | SOLE |
| 422806109 | HEI | HEICO CORP | $15.6M | 1.19% | 47,482 | Common | SOLE |
| 11271J107 | BN | BROOKFIELD CORP | $7.9M | 0.61% | 128,456 | Common | NONE |
| 786584102 | SAFRY | SAFRAN SA-UNSPON ADR | $6.3M | 0.48% | 76,748 | Common | NONE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $6.1M | 0.47% | 77,288 | Common | NONE |
| 641069406 | NSRGY | NESTLE SA-SPONS ADR | $5.7M | 0.44% | 57,337 | Common | NONE |
| 00687A107 | ADDYY | ADIDAS AG-SPONSORED ADR | $3.6M | 0.27% | 30,337 | Common | NONE |
| 19624Y200 | CLPBY | COLOPLAST AS- UNSPON ADR | $3.4M | 0.26% | 359,254 | Common | NONE |
| N07059210 | ASML | ASML HOLDING NV-NY REG SHS | $3.2M | 0.25% | 4,008 | Common | NONE |
| 714264306 | PRNDY | PERNOD RICARD SA - SPON ADR | $1.5M | 0.11% | 72,395 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC-CL A | $133,230 | 0.01% | 756 | Common | SOLE |
| 670108109 | NVZMY | NOVONESIS (NOVOZYMES) - ADR | $50,291 | 0.00% | 702 | Common | SOLE |
| 30215C101 | EXPGY | EXPERIAN PLC-SPONS ADR | $48,946 | 0.00% | 953 | Common | SOLE |
| 654106103 | NKE | NIKE INC CL B | $41,132 | 0.00% | 579 | Common | NONE |
| 21037X100 | CNSWF | CONSTELLATION SOFTWARE INC | $33,028 | 0.00% | 9 | Common | SOLE |
| 009126202 | AIQUY | AIR LIQUIDE-UNSPONSORED ADR | $26,845 | 0.00% | 650 | Common | SOLE |
| 66987V109 | NVS | NOVARTIS AG-SPONSORED ADR | $25,049 | 0.00% | 207 | Common | SOLE |
| 15117X105 | CLLNY | CELLNEX TELECOM SAU-UNSP ADR | $22,011 | 0.00% | 1,134 | Common | SOLE |
| 45662N103 | IFNNY | INFINEON TECHNOLOGIES ADR | $19,204 | 0.00% | 451 | Common | SOLE |
| D6705R119 | SUVPF | SARTORIUS AG-VORZUG | $16,059 | 0.00% | 62 | Common | SOLE |
| 80385Q208 | SOAGY | SARTORIUS AG-UNSP ADR | $15,544 | 0.00% | 303 | Common | SOLE |
| 237545108 | DASTY | DASSAULT SYS S A SPON ADR | $13,796 | 0.00% | 381 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC CL A | $13,749 | 0.00% | 46 | Common | SOLE |
| 307305102 | FANUY | FANUC CORP-UNSP ADR | $12,462 | 0.00% | 917 | Common | SOLE |
| H57312649 | NSRGF | NESTLE SA-REG | $11,092 | 0.00% | 113 | Common | SOLE |
| F72027109 | PDRDF | PERNOD RICARD SA | $4,041 | 0.00% | 41 | Common | SOLE |
| 89072T102 | TOITF | TOPICUS.COM INC-SUB VOTING | $3,622 | 0.00% | 29 | Common | SOLE |
| 113004105 | BAM | BROOKFIELD ASSET MGMT-A | $3,372 | 0.00% | 61 | 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.