13F HOLDINGS REPORT
MAR VISTA INVESTMENT PARTNERS LLC
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001214659-25-011763
Total Value
$1.31B
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 199,341 | $99.2M | 7.59% |
| 2 | TRANSDIGM GROUP INC | TDG | 45,722 | $69.5M | 5.32% |
| 3 | AMAZON.COM INC | AMZN | 282,743 | $62.0M | 4.75% |
| 4 | ORACLE CORP | ORCL-PD | 262,586 | $57.4M | 4.40% |
| 5 | INTUIT INC | INTU | 72,275 | $56.9M | 4.36% |
| 6 | LINDE PLC | LIN | 120,786 | $56.7M | 4.34% |
| 7 | META PLATFORMS INC-CLASS A | META | 67,285 | $49.7M | 3.80% |
| 8 | APPLE INC | AAPL | 239,054 | $49.0M | 3.76% |
| 9 | MOODYS CORP | MCO | 93,431 | $46.9M | 3.59% |
| 10 | BROADCOM INC | AVGO | 166,769 | $46.0M | 3.52% |
| 11 | SAP SE-SPONSORED ADR | SAPGF | 147,365 | $44.8M | 3.43% |
| 12 | AMPHENOL CORP-CL A | 032095101 | 423,195 | $41.8M | 3.20% |
| 13 | SALESFORCE INC | CRM | 150,586 | $41.1M | 3.14% |
| 14 | VISA INC-CLASS A SHARES | V | 113,432 | $40.3M | 3.08% |
| 15 | BERKSHIRE HATHAWAY INC-CL B | BRK-A | 76,997 | $37.4M | 2.86% |
| 16 | NVIDIA CORP | NVDA | 231,595 | $36.6M | 2.80% |
| 17 | ANALOG DEVICES INC | ADI | 153,383 | $36.5M | 2.80% |
| 18 | STRYKER CORP | SYK | 84,862 | $33.6M | 2.57% |
| 19 | AMETEK INC | AME | 183,732 | $33.2M | 2.55% |
| 20 | EQUIFAX INC | EFX | 127,287 | $33.0M | 2.53% |
| 21 | UNILEVER PLC-SPONSORED ADR | UNLYF | 513,625 | $31.4M | 2.41% |
| 22 | GENERAL ELECTRIC | 369604301 | 117,394 | $30.2M | 2.31% |
| 23 | METTLER-TOLEDO INTERNATIONAL | MTD | 25,158 | $29.6M | 2.26% |
| 24 | ALPHABET INC-CL C | GOOG | 164,577 | $29.2M | 2.24% |
| 25 | VERALTO CORP | VLTO | 287,620 | $29.0M | 2.22% |
| 26 | JOHNSON & JOHNSON | JNJ | 189,441 | $28.9M | 2.22% |
| 27 | DANAHER CORP | 235851102 | 142,008 | $28.1M | 2.15% |
| 28 | AMERICAN TOWER CORP | 03027X100 | 119,827 | $26.5M | 2.03% |
| 29 | ADOBE INC | ADBE | 62,447 | $24.2M | 1.85% |
| 30 | ROPER TECHNOLOGIES INC | ROP | 41,579 | $23.6M | 1.80% |
| 31 | HEICO CORP | HEI-A | 47,482 | $15.6M | 1.19% |
| 32 | BROOKFIELD CORP | 11271J107 | 128,456 | $7.9M | 0.61% |
| 33 | SAFRAN SA-UNSPON ADR | 786584102 | 76,748 | $6.3M | 0.48% |
| 34 | CANADIAN PACIFIC KANSAS CITY | CP | 77,288 | $6.1M | 0.47% |
| 35 | NESTLE SA-SPONS ADR | 641069406 | 57,337 | $5.7M | 0.44% |
| 36 | ADIDAS AG-SPONSORED ADR | 00687A107 | 30,337 | $3.6M | 0.27% |
| 37 | COLOPLAST AS- UNSPON ADR | 19624Y200 | 359,254 | $3.4M | 0.26% |
| 38 | ASML HOLDING NV-NY REG SHS | ASMLF | 4,008 | $3.2M | 0.25% |
| 39 | PERNOD RICARD SA - SPON ADR | 714264306 | 72,395 | $1.5M | 0.11% |
| 40 | ALPHABET INC-CL A | GOOG | 756 | $133,230 | 0.01% |
| 41 | NOVONESIS (NOVOZYMES) - ADR | NOV | 702 | $50,291 | 0.00% |
| 42 | EXPERIAN PLC-SPONS ADR | 30215C101 | 953 | $48,946 | 0.00% |
| 43 | NIKE INC CL B | NKE | 579 | $41,132 | 0.00% |
| 44 | CONSTELLATION SOFTWARE INC | 21037X100 | 9 | $33,028 | 0.00% |
| 45 | AIR LIQUIDE-UNSPONSORED ADR | AIIR | 650 | $26,845 | 0.00% |
| 46 | NOVARTIS AG-SPONSORED ADR | NVSEF | 207 | $25,049 | 0.00% |
| 47 | CELLNEX TELECOM SAU-UNSP ADR | 15117X105 | 1,134 | $22,011 | 0.00% |
| 48 | INFINEON TECHNOLOGIES ADR | IFNNF | 451 | $19,204 | 0.00% |
| 49 | SARTORIUS AG-VORZUG | D6705R119 | 62 | $16,059 | 0.00% |
| 50 | SARTORIUS AG-UNSP ADR | SOAGY | 303 | $15,544 | 0.00% |
| 51 | DASSAULT SYS S A SPON ADR | 237545108 | 381 | $13,796 | 0.00% |
| 52 | ACCENTURE PLC CL A | ACN | 46 | $13,749 | 0.00% |
| 53 | FANUC CORP-UNSP ADR | 307305102 | 917 | $12,462 | 0.00% |
| 54 | NESTLE SA-REG | H57312649 | 113 | $11,092 | 0.00% |
| 55 | PERNOD RICARD SA | F72027109 | 41 | $4,041 | 0.00% |
| 56 | TOPICUS.COM INC-SUB VOTING | 89072T102 | 29 | $3,622 | 0.00% |
| 57 | BROOKFIELD ASSET MGMT-A | 113004105 | 61 | $3,372 | 0.00% |