Institutional Manager · CIK 0001419999
MAR VISTA INVESTMENT PARTNERS LLC
LOS ANGELES, CA · File #028-13243
Latest AUM
$1.09B
Positions
34
Top-10 Concentration
51.1%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | TAIWAN SEMICONDUCTOR-SP ADR | 874039100 | +138,116 | +$42.0M | $0 |
| EXITED | UNILEVER PLC-SPONSORED ADR | 904767704 | -393,929 | -$23.4M | $0 |
| NEW | UNILEVER PLC-SPONSORED ADR | UNLYF | +336,467 | +$22.1M | $0 |
| EXITED | ROPER TECHNOLOGIES INC | 776696106 | -39,549 | -$19.7M | $0 |
| REDUCE | ORACLE CORP | ORCL-PD | -92,337 | -$18.0M | -$18.5M |
| REDUCE | VERALTO CORP | VLTO | -180,143 | -$18.0M | -$1.9M |
| EXITED | EQUIFAX INC | 294429105 | -68,617 | -$17.6M | $0 |
| REDUCE | AMPHENOL CORP-CL A | 032095101 | -109,986 | -$14.9M | +$4.6M |
| REDUCE | SALESFORCE INC | CRM | -48,756 | -$12.9M | +$3.5M |
| REDUCE | SAP SE-SPONSORED ADR | SAPGF | -50,322 | -$12.2M | -$3.4M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202534 pos · $1.09B
- 13F HOLDINGS REPORTQ/E Sep 202532 pos · $1.15B
- 13F HOLDINGS REPORTQ/E Jun 202557 pos · $1.31B
- 13F HOLDINGS REPORTQ/E Mar 202556 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Dec 202456 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Sep 202459 pos · $1.57B
- 13F HOLDINGS REPORTQ/E Jun 202461 pos · $2.03B
- 13F HOLDINGS REPORTQ/E Mar 202460 pos · $2.29B
- 13F HOLDINGS REPORTQ/E Dec 202358 pos · $2.09B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 161,075 | $77.9M | 7.15% |
| 2 | APPLE INC | AAPL | 253,571 | $68.9M | 6.33% |
| 3 | AMAZON.COM INC | AMZN | 271,617 | $62.7M | 5.75% |
| 4 | NVIDIA CORP | NVDA | 315,722 | $58.9M | 5.40% |
| 5 | ALPHABET INC-CL C | GOOG | 170,978 | $53.7M | 4.92% |
| 6 | TRANSDIGM GROUP INC | TDG | 39,791 | $52.9M | 4.86% |
| 7 | LINDE PLC | LIN | 113,533 | $48.4M | 4.44% |
| 8 | VISA INC-CLASS A SHARES | V | 132,501 | $46.5M | 4.27% |
| 9 | MOODYS CORP | MCO | 87,562 | $44.7M | 4.11% |
| 10 | TAIWAN SEMICONDUCTOR-SP ADR | 874039100 | 138,116 | $42.0M | 3.85% |
| 11 | AMPHENOL CORP-CL A | 032095101 | 296,724 | $40.1M | 3.68% |
| 12 | INTUIT INC | INTU | 59,298 | $39.3M | 3.61% |
| 13 | META PLATFORMS INC-CLASS A | META | 56,146 | $37.1M | 3.40% |
| 14 | AMETEK INC | AME | 175,324 | $36.0M | 3.30% |
| 15 | STRYKER CORP | SYK | 101,173 | $35.6M | 3.26% |
| 16 | JOHNSON & JOHNSON | JNJ | 169,614 | $35.1M | 3.22% |
| 17 | ANALOG DEVICES INC | ADI | 119,464 | $32.4M | 2.97% |
| 18 | BERKSHIRE HATHAWAY INC-CL B | BRK-A | 59,902 | $30.1M | 2.76% |
| 19 | BROADCOM INC | AVGO | 83,343 | $28.8M | 2.65% |
| 20 | DANAHER CORP | 235851102 | 107,065 | $24.5M | 2.25% |