Q3 2025 · 13F-HR
MAR VISTA INVESTMENT PARTNERS LLCholdings as filed
Filed 2025-11-12 · accession 0001214659-25-016167
$1.15B
Reported value
32
Positions
2025-09-30
Period end
The Brief · MAR VISTA INVESTMENT PARTNERS LLC · Q3 2025
AI · grounded in 13F
MAR VISTA INVESTMENT PARTNERS LLC established a new position in MSFT worth $87.1M. The fund also initiated new stakes in AAPL for $68.8M and ORCL for $60.3M. Other new additions include TDG, AMZN, and NVDA.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $87.1M | 7.57% | 168,144 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $68.8M | 5.98% | 270,359 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $60.3M | 5.24% | 214,430 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $55.4M | 4.82% | 42,049 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $54.4M | 4.73% | 247,963 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $54.4M | 4.73% | 291,580 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP-CL A | $50.3M | 4.37% | 406,710 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $47.8M | 4.16% | 100,666 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC-CL C | $47.4M | 4.12% | 194,560 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $43.7M | 3.79% | 91,633 | Common | NONE |
| 461202103 | INTU | INTUIT INC | $43.4M | 3.77% | 63,501 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC-CLASS A | $41.8M | 3.63% | 56,946 | Common | NONE |
| 803054204 | SAP | SAP SE-SPONSORED ADR | $37.7M | 3.28% | 141,152 | Common | SOLE |
| 92826C839 | V | VISA INC-CLASS A SHARES | $37.0M | 3.22% | 108,414 | Common | NONE |
| 031100100 | AME | AMETEK INC | $33.8M | 2.94% | 179,827 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $33.4M | 2.90% | 180,093 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC-CL B | $32.5M | 2.82% | 64,647 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $30.7M | 2.67% | 82,957 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $30.2M | 2.63% | 123,106 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $29.9M | 2.60% | 280,577 | Common | NONE |
| 592688105 | MTD | METTLER-TOLEDO INTERNATIONAL | $29.5M | 2.56% | 24,010 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $29.3M | 2.55% | 123,685 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $28.8M | 2.50% | 87,245 | Common | SOLE |
| 369604301 | GE | GENERAL ELECTRIC | $25.2M | 2.19% | 83,823 | Common | SOLE |
| 904767704 | — | UNILEVER PLC-SPONSORED ADR | $23.4M | 2.03% | 393,929 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $22.5M | 1.96% | 113,597 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $19.7M | 1.71% | 39,549 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP | $19.0M | 1.65% | 98,586 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $17.6M | 1.53% | 68,617 | Common | SOLE |
| 422806109 | HEI | HEICO CORP | $15.3M | 1.33% | 47,401 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC-CL A | $199,828 | 0.02% | 822 | Common | SOLE |
| 654106103 | NKE | NIKE INC CL B | $40,374 | 0.00% | 579 | Common | NONE |
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.