13F HOLDINGS REPORT
MAR VISTA INVESTMENT PARTNERS LLC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001214659-24-018788
Total Value
$1.57B
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 236,645 | $101.8M | 6.49% |
| 2 | APPLE INC | AAPL | 397,643 | $92.7M | 5.91% |
| 3 | TRANSDIGM GROUP INC | TDG | 61,366 | $87.6M | 5.58% |
| 4 | AMERICAN TOWER CORP | 03027X100 | 305,445 | $71.0M | 4.53% |
| 5 | AMAZON.COM INC | AMZN | 369,454 | $68.8M | 4.39% |
| 6 | LINDE PLC | LIN | 136,205 | $65.0M | 4.14% |
| 7 | ORACLE CORP | ORCL-PD | 331,055 | $56.4M | 3.60% |
| 8 | SALESFORCE INC | CRM | 203,372 | $55.7M | 3.55% |
| 9 | VISA INC-CLASS A SHARES | V | 201,141 | $55.3M | 3.53% |
| 10 | METTLER-TOLEDO INTERNATIONAL | MTD | 34,507 | $51.8M | 3.30% |
| 11 | SAP SE-SPONSORED ADR | SAPGF | 219,074 | $50.2M | 3.20% |
| 12 | MOODYS CORP | MCO | 104,387 | $49.5M | 3.16% |
| 13 | BERKSHIRE HATHAWAY INC-CL B | BRK-A | 97,014 | $44.7M | 2.85% |
| 14 | ALPHABET INC-CL C | GOOG | 262,645 | $43.9M | 2.80% |
| 15 | ADOBE INC | ADBE | 83,880 | $43.4M | 2.77% |
| 16 | DANAHER CORP | 235851102 | 149,833 | $41.7M | 2.66% |
| 17 | META PLATFORMS INC-CLASS A | META | 71,635 | $41.0M | 2.61% |
| 18 | WALT DISNEY CO/THE | 254687106 | 411,130 | $39.5M | 2.52% |
| 19 | ANALOG DEVICES INC | ADI | 169,977 | $39.1M | 2.49% |
| 20 | BROADCOM INC | AVGO | 222,865 | $38.4M | 2.45% |
| 21 | JOHNSON & JOHNSON | JNJ | 233,588 | $37.9M | 2.41% |
| 22 | HEICO CORP | HEI-A | 143,733 | $37.6M | 2.40% |
| 23 | INTUIT INC | INTU | 60,145 | $37.4M | 2.38% |
| 24 | ROPER TECHNOLOGIES INC | ROP | 63,571 | $35.4M | 2.26% |
| 25 | GXO LOGISTICS INC | GXO | 650,569 | $33.9M | 2.16% |
| 26 | EQUIFAX INC | EFX | 110,584 | $32.5M | 2.07% |
| 27 | AMPHENOL CORP-CL A | 032095101 | 473,294 | $30.8M | 1.97% |
| 28 | UNILEVER PLC-SPONSORED ADR | UNLYF | 428,127 | $27.8M | 1.77% |
| 29 | PEPSICO INC | PEP | 153,124 | $26.0M | 1.66% |
| 30 | STRYKER CORP | SYK | 70,679 | $25.5M | 1.63% |
| 31 | VERALTO CORP | VLTO | 225,752 | $25.3M | 1.61% |
| 32 | MICROCHIP TECHNOLOGY INC | MCHPP | 308,333 | $24.8M | 1.58% |
| 33 | AMETEK INC | AME | 139,554 | $24.0M | 1.53% |
| 34 | CANADIAN PACIFIC KANSAS CITY | CP | 70,370 | $6.0M | 0.38% |
| 35 | NESTLE SA-SPONS ADR | 641069406 | 57,615 | $5.8M | 0.37% |
| 36 | COLOPLAST AS- UNSPON ADR | 19624Y200 | 327,190 | $4.3M | 0.27% |
| 37 | SAFRAN SA-UNSPON ADR | 786584102 | 70,056 | $4.1M | 0.26% |
| 38 | BROOKFIELD CORP | 11271J107 | 72,864 | $3.9M | 0.25% |
| 39 | ADIDAS AG-SPONSORED ADR | 00687A107 | 28,468 | $3.8M | 0.24% |
| 40 | PERNOD RICARD SA - SPON ADR | 714264306 | 122,326 | $3.7M | 0.24% |
| 41 | ALPHABET INC-CL A | GOOG | 1,259 | $208,805 | 0.01% |
| 42 | NOVONESIS (NOVOZYMES) - ADR | NOV | 737 | $53,071 | 0.00% |
| 43 | NIKE INC CL B | NKE | 579 | $51,184 | 0.00% |
| 44 | EXPERIAN PLC-SPONS ADR | 30215C101 | 939 | $49,467 | 0.00% |
| 45 | CONSTELLATION SOFTWARE INC | 21037X100 | 13 | $42,303 | 0.00% |
| 46 | NOVARTIS AG-SPONSORED ADR | NVSEF | 300 | $34,506 | 0.00% |
| 47 | AIR LIQUIDE-UNSPONSORED ADR | AIIR | 858 | $33,162 | 0.00% |
| 48 | ACCENTURE PLC CL A | ACN | 90 | $31,813 | 0.00% |
| 49 | FANUC CORP-UNSP ADR | 307305102 | 2,112 | $30,856 | 0.00% |
| 50 | ASML HOLDING NV-NY REG SHS | ASMLF | 36 | $29,997 | 0.00% |
| 51 | CELLNEX TELECOM SAU-UNSP ADR | 15117X105 | 1,479 | $29,831 | 0.00% |
| 52 | INFINEON TECHNOLOGIES ADR | IFNNF | 598 | $21,002 | 0.00% |
| 53 | SARTORIUS AG-VORZUG | D6705R119 | 77 | $19,886 | 0.00% |
| 54 | DASSAULT SYS S A SPON ADR | 237545108 | 501 | $19,870 | 0.00% |
| 55 | EDENRED SA-UNSP ADR | 279655104 | 902 | $16,236 | 0.00% |
| 56 | NESTLE SA-REG | H57312649 | 113 | $11,338 | 0.00% |
| 57 | PERNOD RICARD SA | F72027109 | 41 | $6,164 | 0.00% |
| 58 | BROOKFIELD ASSET MGMT-A | 113004105 | 82 | $3,878 | 0.00% |
| 59 | TOPICUS.COM INC-SUB VOTING | 89072T102 | 40 | $3,776 | 0.00% |