13F HOLDINGS REPORT
MAR VISTA INVESTMENT PARTNERS LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001214659-25-002650
Total Value
$1.46B
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 368,415 | $92.3M | 6.32% |
| 2 | MICROSOFT CORP | MSFT | 218,418 | $92.1M | 6.30% |
| 3 | AMAZON.COM INC | AMZN | 351,174 | $77.0M | 5.28% |
| 4 | TRANSDIGM GROUP INC | TDG | 59,019 | $74.8M | 5.12% |
| 5 | SALESFORCE INC | CRM | 192,479 | $64.4M | 4.41% |
| 6 | VISA INC-CLASS A SHARES | V | 196,882 | $62.2M | 4.26% |
| 7 | BROADCOM INC | AVGO | 263,005 | $61.0M | 4.18% |
| 8 | META PLATFORMS INC-CLASS A | META | 99,472 | $58.2M | 3.99% |
| 9 | ORACLE CORP | ORCL-PD | 319,992 | $53.3M | 3.65% |
| 10 | LINDE PLC | LIN | 126,568 | $53.0M | 3.63% |
| 11 | ALPHABET INC-CL C | GOOG | 274,339 | $52.2M | 3.58% |
| 12 | SAP SE-SPONSORED ADR | SAPGF | 207,009 | $51.0M | 3.49% |
| 13 | MOODYS CORP | MCO | 105,415 | $49.9M | 3.42% |
| 14 | INTUIT INC | INTU | 78,712 | $49.5M | 3.39% |
| 15 | METTLER-TOLEDO INTERNATIONAL | MTD | 35,037 | $42.9M | 2.94% |
| 16 | BERKSHIRE HATHAWAY INC-CL B | BRK-A | 90,797 | $41.2M | 2.82% |
| 17 | AMPHENOL CORP-CL A | 032095101 | 580,443 | $40.3M | 2.76% |
| 18 | ADOBE INC | ADBE | 88,736 | $39.5M | 2.70% |
| 19 | EQUIFAX INC | EFX | 153,905 | $39.2M | 2.69% |
| 20 | ANALOG DEVICES INC | ADI | 183,838 | $39.1M | 2.67% |
| 21 | AMETEK INC | AME | 193,927 | $35.0M | 2.39% |
| 22 | DANAHER CORP | 235851102 | 145,322 | $33.4M | 2.28% |
| 23 | JOHNSON & JOHNSON | JNJ | 222,035 | $32.1M | 2.20% |
| 24 | UNILEVER PLC-SPONSORED ADR | UNLYF | 561,274 | $31.8M | 2.18% |
| 25 | HEICO CORP | HEI-A | 132,773 | $31.6M | 2.16% |
| 26 | STRYKER CORP | SYK | 81,834 | $29.5M | 2.02% |
| 27 | ROPER TECHNOLOGIES INC | ROP | 52,102 | $27.1M | 1.85% |
| 28 | AMERICAN TOWER CORP | 03027X100 | 141,512 | $26.0M | 1.78% |
| 29 | VERALTO CORP | VLTO | 248,635 | $25.3M | 1.73% |
| 30 | PEPSICO INC | PEP | 148,027 | $22.5M | 1.54% |
| 31 | BROOKFIELD CORP | 11271J107 | 123,520 | $7.1M | 0.49% |
| 32 | CANADIAN PACIFIC KANSAS CITY | CP | 74,399 | $5.4M | 0.37% |
| 33 | NESTLE SA-SPONS ADR | 641069406 | 55,214 | $4.5M | 0.31% |
| 34 | SAFRAN SA-UNSPON ADR | 786584102 | 74,013 | $4.0M | 0.28% |
| 35 | COLOPLAST AS- UNSPON ADR | 19624Y200 | 345,945 | $3.8M | 0.26% |
| 36 | ADIDAS AG-SPONSORED ADR | 00687A107 | 29,199 | $3.6M | 0.24% |
| 37 | ASML HOLDING NV-NY REG SHS | ASMLF | 3,865 | $2.7M | 0.18% |
| 38 | PERNOD RICARD SA - SPON ADR | 714264306 | 69,788 | $1.6M | 0.11% |
| 39 | ALPHABET INC-CL A | GOOG | 1,224 | $231,703 | 0.02% |
| 40 | EXPERIAN PLC-SPONS ADR | 30215C101 | 1,160 | $49,567 | 0.00% |
| 41 | NOVONESIS (NOVOZYMES) - ADR | NOV | 852 | $48,172 | 0.00% |
| 42 | NIKE INC CL B | NKE | 579 | $43,813 | 0.00% |
| 43 | CONSTELLATION SOFTWARE INC | 21037X100 | 13 | $40,287 | 0.00% |
| 44 | ACCENTURE PLC CL A | ACN | 90 | $31,661 | 0.00% |
| 45 | AIR LIQUIDE-UNSPONSORED ADR | AIIR | 948 | $30,573 | 0.00% |
| 46 | NOVARTIS AG-SPONSORED ADR | NVSEF | 300 | $29,193 | 0.00% |
| 47 | FANUC CORP-UNSP ADR | 307305102 | 2,237 | $29,170 | 0.00% |
| 48 | CELLNEX TELECOM SAU-UNSP ADR | 15117X105 | 1,479 | $23,058 | 0.00% |
| 49 | INFINEON TECHNOLOGIES ADR | IFNNF | 657 | $21,307 | 0.00% |
| 50 | DASSAULT SYS S A SPON ADR | 237545108 | 551 | $18,976 | 0.00% |
| 51 | SARTORIUS AG-VORZUG | D6705R119 | 77 | $16,927 | 0.00% |
| 52 | SARTORIUS AG-UNSP ADR | SOAGY | 320 | $14,336 | 0.00% |
| 53 | NESTLE SA-REG | H57312649 | 113 | $9,155 | 0.00% |
| 54 | BROOKFIELD ASSET MGMT-A | 113004105 | 90 | $4,877 | 0.00% |
| 55 | PERNOD RICARD SA | F72027109 | 41 | $4,451 | 0.00% |
| 56 | TOPICUS.COM INC-SUB VOTING | 89072T102 | 40 | $3,405 | 0.00% |