13F HOLDINGS REPORT
MAR VISTA INVESTMENT PARTNERS LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001214659-25-016167
Total Value
$1.15B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 168,144 | $87.1M | 7.57% |
| 2 | APPLE INC | AAPL | 270,359 | $68.8M | 5.98% |
| 3 | ORACLE CORP | ORCL-PD | 214,430 | $60.3M | 5.24% |
| 4 | TRANSDIGM GROUP INC | TDG | 42,049 | $55.4M | 4.82% |
| 5 | AMAZON.COM INC | AMZN | 247,963 | $54.4M | 4.73% |
| 6 | NVIDIA CORP | NVDA | 291,580 | $54.4M | 4.73% |
| 7 | AMPHENOL CORP-CL A | 032095101 | 406,710 | $50.3M | 4.37% |
| 8 | LINDE PLC | LIN | 100,666 | $47.8M | 4.16% |
| 9 | ALPHABET INC-CL C | GOOG | 194,560 | $47.4M | 4.12% |
| 10 | MOODYS CORP | MCO | 91,633 | $43.7M | 3.79% |
| 11 | INTUIT INC | INTU | 63,501 | $43.4M | 3.77% |
| 12 | META PLATFORMS INC-CLASS A | META | 56,946 | $41.8M | 3.63% |
| 13 | SAP SE-SPONSORED ADR | SAPGF | 141,152 | $37.7M | 3.28% |
| 14 | VISA INC-CLASS A SHARES | V | 108,414 | $37.0M | 3.22% |
| 15 | AMETEK INC | AME | 179,827 | $33.8M | 2.94% |
| 16 | JOHNSON & JOHNSON | JNJ | 180,093 | $33.4M | 2.90% |
| 17 | BERKSHIRE HATHAWAY INC-CL B | BRK-A | 64,647 | $32.5M | 2.82% |
| 18 | STRYKER CORP | SYK | 82,957 | $30.7M | 2.67% |
| 19 | ANALOG DEVICES INC | ADI | 123,106 | $30.2M | 2.63% |
| 20 | VERALTO CORP | VLTO | 280,577 | $29.9M | 2.60% |
| 21 | METTLER-TOLEDO INTERNATIONAL | MTD | 24,010 | $29.5M | 2.56% |
| 22 | SALESFORCE INC | CRM | 123,685 | $29.3M | 2.55% |
| 23 | BROADCOM INC | AVGO | 87,245 | $28.8M | 2.50% |
| 24 | GENERAL ELECTRIC | 369604301 | 83,823 | $25.2M | 2.19% |
| 25 | UNILEVER PLC-SPONSORED ADR | UNLYF | 393,929 | $23.4M | 2.03% |
| 26 | DANAHER CORP | 235851102 | 113,597 | $22.5M | 1.96% |
| 27 | ROPER TECHNOLOGIES INC | ROP | 39,549 | $19.7M | 1.71% |
| 28 | AMERICAN TOWER CORP | 03027X100 | 98,586 | $19.0M | 1.65% |
| 29 | EQUIFAX INC | EFX | 68,617 | $17.6M | 1.53% |
| 30 | HEICO CORP | HEI-A | 47,401 | $15.3M | 1.33% |
| 31 | ALPHABET INC-CL A | GOOG | 822 | $199,828 | 0.02% |
| 32 | NIKE INC CL B | NKE | 579 | $40,374 | 0.00% |