Mar Vista Investment Partners LLC Portfolio Holdings

Mar Vista Investment Partners LLC

  • $1.21 Billion
  • Q2 2025

Mar Vista Investment Partners LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $99.2M, Trans Digm Group Inc with a value of $69.5M, Amazon Com Inc with a value of $62M, Oracle Corp with a value of $57.4M, and Intuit Inc with a value of $56.9M.

Examining the 13F form we can see an increase of $79.3M in the current position value, from $1.13B to 1.21B.

Mar Vista Investment Partners LLC is based out at Los Angeles, CA

Below you can find more details about Mar Vista Investment Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.21 Billion
Technology: $537 Million
Industrials: $211 Million
Financial Services: $125 Million
Healthcare: $124 Million
Communication Services: $79 Million
Consumer Cyclical: $65.6 Million
Consumer Defensive: $38.6 Million
Real Estate: $26.5 Million
Other: $76,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.72T
$99.2 Million 8.22% of portfolio
199,341
Q2 2025 Reduced 3.79%
$71.2B
$69.5 Million 5.77% of portfolio
45,722
Q2 2025 Reduced 9.27%
$2.43T
$62 Million 5.14% of portfolio
282,743
Q2 2025 Reduced 5.39%
$651B
$57.4 Million 4.76% of portfolio
262,586
Q2 2025 Reduced 2.53%
$189B
$56.9 Million 4.72% of portfolio
72,275
Q2 2025 Reduced 0.73%
$1.72T
$49.7 Million 4.12% of portfolio
67,285
Q2 2025 Reduced 0.92%
$3.77T
$49 Million 4.07% of portfolio
239,054
Q2 2025 Reduced 9.49%
$93.1B
$46.9 Million 3.89% of portfolio
93,431
Q2 2025 Added 0.98%
$136B
$46 Million 3.81% of portfolio
166,769
Q2 2025 Reduced 22.99%
$318B
$44.8 Million 3.72% of portfolio
147,365
Q2 2025 Reduced 17.84%
$69.5B
$41.8 Million 3.47% of portfolio
423,195
Q2 2025 Added 5.9%
$252B
$41.1 Million 3.4% of portfolio
150,586
Q2 2025 Reduced 7.51%
$562B
$40.3 Million 3.34% of portfolio
113,432
Q2 2025 Reduced 30.13%
$641B
$37.4 Million 3.1% of portfolio
76,997
Q2 2025 Added 0.92%
$128B
$36.5 Million 3.03% of portfolio
153,383
Q2 2025 Reduced 1.9%
$426B
$36.6 Million 3.03% of portfolio
231,595
Q2 2025 Added 24.47%
$43B
$33.2 Million 2.76% of portfolio
183,732
Q2 2025 Reduced 4.43%
$30.9B
$33 Million 2.74% of portfolio
127,287
Q2 2025 Reduced 2.75%
$160B
$31.4 Million 2.61% of portfolio
513,625
Q2 2025 Reduced 1.43%
$302B
$30.2 Million 2.51% of portfolio
117,394
Q2 2025 New
$28.9B
$29.6 Million 2.45% of portfolio
25,158
Q2 2025 Reduced 16.51%
$1.46T
$29.2 Million 2.42% of portfolio
164,577
Q2 2025 Reduced 38.07%
$463B
$28.9 Million 2.4% of portfolio
189,441
Q2 2025 Added 2.52%
$141B
$28.1 Million 2.33% of portfolio
142,008
Q2 2025 Reduced 0.13%
$90.6B
$26.5 Million 2.2% of portfolio
119,827
Q2 2025 Added 0.0%
$165B
$24.2 Million 2.0% of portfolio
62,447
Q2 2025 Reduced 12.81%
$55.1B
$23.6 Million 1.95% of portfolio
41,579
Q2 2025 Added 1.41%
$17.2B
$15.6 Million 1.29% of portfolio
47,482
Q2 2025 Reduced 57.0%
$139B
$6.27 Million 0.52% of portfolio
76,748
Q2 2025 Added 4.03%
$254B
$5.69 Million 0.47% of portfolio
57,337
Q2 2025 Added 4.04%
$38.1B
$3.55 Million 0.29% of portfolio
30,337
Q2 2025 Added 4.05%
$21.1B
$3.41 Million 0.28% of portfolio
359,254
Q2 2025 Added 4.04%
$320B
$3.21 Million 0.27% of portfolio
4,008
Q2 2025 Added 4.02%
$28.3B
$1.45 Million 0.12% of portfolio
72,395
Q2 2025 Added 4.04%
$1.43T
$133,000 0.01% of portfolio
756
Q2 2025 Reduced 33.1%
$26.9B
$12,000 0.0% of portfolio
917
Q2 2025 Reduced 49.53%
Sartorius Ag Vorzug
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 19.48%
$108B
$26,000 0.0% of portfolio
650
Q1 2025 Reduced 31.43%
$0
$3,000 0.0% of portfolio
29
Q1 2025 Reduced 27.5%
Veralto Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.82%
Pernod Ricard Sa
-
$0 0.0% of portfolio
-
Q3 2023 New
$159B
$13,000 0.0% of portfolio
46
Q1 2025 Reduced 48.89%
Brookfield Asset Mgmt A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 32.22%
$49.2B
$48,000 0.0% of portfolio
953
Q1 2025 Reduced 17.84%
$42.8B
$13,000 0.0% of portfolio
381
Q1 2025 Reduced 30.85%
$40.2B
$0 0.0% of portfolio
-
Q1 2025 Reduced 30.77%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Added 9.74%
$24B
$22,000 0.0% of portfolio
1,134
Q1 2025 Reduced 23.33%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.04%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $1.21 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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