13F HOLDINGS REPORT
MAR VISTA INVESTMENT PARTNERS LLC
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001214659-25-006715
Total Value
$1.22B
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 207,187 | $77.8M | 6.39% |
| 2 | TRANSDIGM GROUP INC | TDG | 50,392 | $69.7M | 5.73% |
| 3 | APPLE INC | AAPL | 264,122 | $58.7M | 4.82% |
| 4 | VISA INC-CLASS A SHARES | V | 162,350 | $56.9M | 4.68% |
| 5 | AMAZON.COM INC | AMZN | 298,862 | $56.9M | 4.67% |
| 6 | LINDE PLC | LIN | 110,069 | $51.3M | 4.21% |
| 7 | SAP SE-SPONSORED ADR | SAPGF | 179,355 | $48.1M | 3.96% |
| 8 | INTUIT INC | INTU | 72,806 | $44.7M | 3.67% |
| 9 | SALESFORCE INC | CRM | 162,809 | $43.7M | 3.59% |
| 10 | MOODYS CORP | MCO | 92,522 | $43.1M | 3.54% |
| 11 | ALPHABET INC-CL C | GOOG | 265,754 | $41.5M | 3.41% |
| 12 | BERKSHIRE HATHAWAY INC-CL B | BRK-A | 76,295 | $40.6M | 3.34% |
| 13 | META PLATFORMS INC-CLASS A | META | 67,908 | $39.1M | 3.22% |
| 14 | ORACLE CORP | ORCL-PD | 269,391 | $37.7M | 3.10% |
| 15 | BROADCOM INC | AVGO | 216,554 | $36.3M | 2.98% |
| 16 | METTLER-TOLEDO INTERNATIONAL | MTD | 30,134 | $35.6M | 2.93% |
| 17 | STRYKER CORP | SYK | 90,187 | $33.6M | 2.76% |
| 18 | AMETEK INC | AME | 192,256 | $33.1M | 2.72% |
| 19 | EQUIFAX INC | EFX | 130,881 | $31.9M | 2.62% |
| 20 | ANALOG DEVICES INC | ADI | 156,354 | $31.5M | 2.59% |
| 21 | UNILEVER PLC-SPONSORED ADR | UNLYF | 521,079 | $31.0M | 2.55% |
| 22 | JOHNSON & JOHNSON | JNJ | 184,786 | $30.6M | 2.52% |
| 23 | HEICO CORP | HEI-A | 110,429 | $29.5M | 2.43% |
| 24 | DANAHER CORP | 235851102 | 142,189 | $29.1M | 2.40% |
| 25 | ADOBE INC | ADBE | 71,619 | $27.5M | 2.26% |
| 26 | VERALTO CORP | VLTO | 274,392 | $26.7M | 2.20% |
| 27 | AMPHENOL CORP-CL A | 032095101 | 399,632 | $26.2M | 2.15% |
| 28 | AMERICAN TOWER CORP | 03027X100 | 119,822 | $26.1M | 2.14% |
| 29 | ROPER TECHNOLOGIES INC | ROP | 40,999 | $24.2M | 1.99% |
| 30 | NVIDIA CORP | NVDA | 186,059 | $20.2M | 1.66% |
| 31 | BROOKFIELD CORP | 11271J107 | 123,457 | $6.5M | 0.53% |
| 32 | NESTLE SA-SPONS ADR | 641069406 | 55,108 | $5.6M | 0.46% |
| 33 | CANADIAN PACIFIC KANSAS CITY | CP | 74,285 | $5.2M | 0.43% |
| 34 | SAFRAN SA-UNSPON ADR | 786584102 | 73,775 | $4.9M | 0.40% |
| 35 | COLOPLAST AS- UNSPON ADR | 19624Y200 | 345,308 | $3.6M | 0.30% |
| 36 | ADIDAS AG-SPONSORED ADR | 00687A107 | 29,157 | $3.4M | 0.28% |
| 37 | ASML HOLDING NV-NY REG SHS | ASMLF | 3,853 | $2.6M | 0.21% |
| 38 | PERNOD RICARD SA - SPON ADR | 714264306 | 69,583 | $1.4M | 0.11% |
| 39 | ALPHABET INC-CL A | GOOG | 1,130 | $174,743 | 0.01% |
| 40 | EXPERIAN PLC-SPONS ADR | 30215C101 | 953 | $44,219 | 0.00% |
| 41 | NOVONESIS (NOVOZYMES) - ADR | NOV | 702 | $41,004 | 0.00% |
| 42 | NIKE INC CL B | NKE | 579 | $36,755 | 0.00% |
| 43 | CONSTELLATION SOFTWARE INC | 21037X100 | 9 | $28,494 | 0.00% |
| 44 | FANUC CORP-UNSP ADR | 307305102 | 1,817 | $24,766 | 0.00% |
| 45 | AIR LIQUIDE-UNSPONSORED ADR | AIIR | 650 | $24,713 | 0.00% |
| 46 | NOVARTIS AG-SPONSORED ADR | NVSEF | 207 | $23,076 | 0.00% |
| 47 | CELLNEX TELECOM SAU-UNSP ADR | 15117X105 | 1,134 | $20,231 | 0.00% |
| 48 | SARTORIUS AG-VORZUG | D6705R119 | 62 | $15,232 | 0.00% |
| 49 | INFINEON TECHNOLOGIES ADR | IFNNF | 451 | $14,937 | 0.00% |
| 50 | DASSAULT SYS S A SPON ADR | 237545108 | 381 | $14,535 | 0.00% |
| 51 | ACCENTURE PLC CL A | ACN | 46 | $14,354 | 0.00% |
| 52 | SARTORIUS AG-UNSP ADR | SOAGY | 303 | $14,174 | 0.00% |
| 53 | NESTLE SA-REG | H57312649 | 113 | $11,389 | 0.00% |
| 54 | PERNOD RICARD SA | F72027109 | 41 | $4,092 | 0.00% |
| 55 | BROOKFIELD ASSET MGMT-A | 113004105 | 61 | $2,955 | 0.00% |
| 56 | TOPICUS.COM INC-SUB VOTING | 89072T102 | 29 | $2,852 | 0.00% |