Q4 2025 · 13F-HR
MAR VISTA INVESTMENT PARTNERS LLCholdings as filed
Filed 2026-02-17 · accession 0001214659-26-001835
$1.09B
Reported value
34
Positions
2025-12-31
Period end
The Brief · MAR VISTA INVESTMENT PARTNERS LLC · Q4 2025
AI · grounded in 13F
MAR VISTA INVESTMENT PARTNERS LLC initiated a new position in TSM valued at $41.97M. The fund also opened new stakes in UL for $22.08M and NFLX for $11.86M. On the sell side, the fund closed positions in Roper Technologies Inc for $19.72M and EFX for $17.60M. Additionally, the fund reduced its holdings in VLTO by 64.2% and ORCL by 43.1%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $77.9M | 7.15% | 161,075 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $68.9M | 6.33% | 253,571 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $62.7M | 5.75% | 271,617 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $58.9M | 5.40% | 315,722 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC-CL C | $53.7M | 4.92% | 170,978 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $52.9M | 4.86% | 39,791 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $48.4M | 4.44% | 113,533 | Common | SOLE |
| 92826C839 | V | VISA INC-CLASS A SHARES | $46.5M | 4.27% | 132,501 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $44.7M | 4.11% | 87,562 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $42.0M | 3.85% | 138,116 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP-CL A | $40.1M | 3.68% | 296,724 | Common | SOLE |
| 461202103 | INTU | INTUIT INC | $39.3M | 3.61% | 59,298 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC-CLASS A | $37.1M | 3.40% | 56,146 | Common | NONE |
| 031100100 | AME | AMETEK INC | $36.0M | 3.30% | 175,324 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $35.6M | 3.26% | 101,173 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $35.1M | 3.22% | 169,614 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $32.4M | 2.97% | 119,464 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC-CL B | $30.1M | 2.76% | 59,902 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $28.8M | 2.65% | 83,343 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $24.5M | 2.25% | 107,065 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $23.8M | 2.18% | 122,093 | Common | SOLE |
| 592688105 | MTD | METTLER-TOLEDO INTERNATIONAL | $23.2M | 2.13% | 16,641 | Common | SOLE |
| 369604301 | GE | GENERAL ELECTRIC | $23.0M | 2.11% | 74,572 | Common | SOLE |
| 904767803 | UL | UNILEVER PLC-SPONSORED ADR | $22.1M | 2.03% | 336,467 | Common | NONE |
| 803054204 | SAP | SAP SE-SPONSORED ADR | $22.1M | 2.03% | 90,830 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $19.8M | 1.82% | 74,929 | Common | NONE |
| 03027X100 | AMT | AMERICAN TOWER CORP | $15.4M | 1.41% | 87,773 | Common | SOLE |
| 422806109 | HEI | HEICO CORP | $15.2M | 1.39% | 46,825 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $11.9M | 1.09% | 126,444 | Common | NONE |
| 92338C103 | VLTO | VERALTO CORP | $10.0M | 0.92% | 100,434 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING NV-NY REG SHS | $3.9M | 0.36% | 3,647 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $3.3M | 0.31% | 5,110 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC-CL A | $238,506 | 0.02% | 762 | Common | SOLE |
| 654106103 | NKE | NIKE INC CL B | $36,888 | 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.