Mar Vista Investment Partners LLC Reduced Holdings in Q1 2025

Mar Vista Investment Partners LLC

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-104K
- 28.31%
$209.68 - $247.1 $21.9M - $25.8M
264K $58.7M
AVGO
Broadcom Inc.

Technology
-46.5K
- 17.66%
$167.43 - $244.7 $7.78M - $11.4M
217K $36.3M
CRM
Salesforce, Inc.

Technology
-29.7K
- 15.41%
$268.36 - $359.95 $7.96M - $10.7M
163K $43.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-52.3K
- 14.9%
$190.26 - $242.06 $9.95M - $12.7M
299K $56.9M
META
Meta Platforms, Inc.

Communication Services
-31.6K
- 31.73%
$576.36 - $736.67 $18.2M - $23.3M
67.9K $39.1M
ORCL
Oracle Corp

Technology
-50.6K
- 15.81%
$139.81 - $186.47 $7.07M - $9.44M
269K $37.7M
MSFT
Microsoft Corp

Technology
-11.2K
- 5.14%
$375.39 - $447.2 $4.22M - $5.02M
207K $77.8M
APH
Amphenol Corp

Technology
-181K
- 31.15%
$61.62 - $78.55 $11.1M - $14.2M
400K $26.2M
ADBE
Adobe Inc.

Technology
-17.1K
- 19.29%
$377.84 - $464.11 $6.47M - $7.94M
71.6K $27.5M
GOOG
Alphabet Inc.

Communication Services
-8.59K
- 3.13%
$156.06 - $207.71 $1.34M - $1.78M
266K $41.5M
EFX
Equifax Inc

Industrials
-23K
- 14.96%
$235.63 - $278.34 $5.43M - $6.41M
131K $31.9M
MTD
Mettler Toledo International Inc

Healthcare
-4.9K
- 13.99%
$1177.09 - $1390.0 $5.77M - $6.82M
30.1K $35.6M
MCO
Moodys Corp

Financial Services
-12.9K
- 12.23%
$437.8 - $527.48 $5.64M - $6.8M
92.5K $43.1M
V
Visa Inc.

Financial Services
-34.5K
- 17.54%
$306.92 - $362.71 $10.6M - $12.5M
162K $56.9M
TDG
Trans Digm Group Inc

Industrials
-8.63K
- 14.62%
$1251.32 - $1394.11 $10.8M - $12M
50.4K $69.7M
INTU
Intuit Inc

Technology
-5.91K
- 7.5%
$555.63 - $630.23 $3.28M - $3.72M
72.8K $44.7M
DHR
Danaher Corp

Healthcare
-3.13K
- 2.16%
$201.62 - $250.59 $632K - $785K
142K $29.1M
ROP
Roper Technologies Inc

Industrials
-11.1K
- 21.31%
$502.71 - $593.81 $5.58M - $6.59M
41K $24.2M
SAP
Sap Se

Technology
-27.7K
- 13.36%
$241.4 - $293.69 $6.68M - $8.12M
179K $48.1M
HEI
Heico Corp

Industrials
-22.3K
- 16.83%
$219.6 - $270.85 $4.91M - $6.05M
110K $29.5M
AME
Ametek Inc

Industrials
-1.67K
- 0.86%
$170.39 - $190.43 $285K - $318K
192K $33.1M
JNJ
Johnson & Johnson

Healthcare
-37.2K
- 16.78%
$142.06 - $167.7 $5.29M - $6.25M
185K $30.6M
UL
Unilever PLC

Consumer Defensive
-40.2K
- 7.16%
$54.72 - $60.29 $2.2M - $2.42M
521K $31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-14.5K
- 15.97%
$442.66 - $534.52 $6.42M - $7.75M
76.3K $40.6M
PRNDY
Pernod Ricard S A

Consumer Defensive
-205
- 0.29%
$19.79 - $23.46 $4.06K - $4.81K
69.6K $1.38M
CLPBY
Coloplast A/S Sponsored Adr (D

Healthcare
-637
- 0.18%
$10.35 - $11.84 $6.59K - $7.54K
345K $3.63M
ASML
Asml Holding Nv

Technology
-12
- 0.31%
$662.63 - $776.99 $7.95K - $9.32K
3.85K $2.55M
ADDYY
Adidas Ag Sponsored Adr (Germa

Consumer Cyclical
-42
- 0.14%
$117.97 - $136.82 $4.95K - $5.75K
29.2K $3.44M
GOOGL
Alphabet Inc.

Communication Services
-94
- 7.68%
$154.33 - $206.19 $14.5K - $19.4K
1.13K $174K
ACN
Accenture PLC

Technology
-44
- 48.89%
$300.91 - $398.25 $13.2K - $17.5K
46 $14K
NVZMY
Novozymes A/S Sponsored Adr (D

Basic Materials
-150
- 17.61%
$54.18 - $62.57 $8.13K - $9.39K
702 $41K
IFNNY
Infineon Technologies Ag

Technology
-206
- 31.35%
$31.93 - $40.67 $6.58K - $8.38K
451 $14K
AIQUY
Air Liquide Adr

Basic Materials
-298
- 31.43%
$31.81 - $39.68 $9.48K - $11.8K
650 $24K
NVS
Novartis Ag

Healthcare
-93
- 31.0%
$97.14 - $115.57 $9.03K - $10.7K
207 $23K
EXPGY
Experian Group LTD

Industrials
-207
- 17.84%
$41.9 - $50.18 $8.67K - $10.4K
953 $44K
FANUY
Fanuc Corporation Unsponsored

Industrials
-420
- 18.78%
$12.82 - $15.46 $5.38K - $6.49K
1.82K $24K
DASTY
Dassault Systemes Sa Adr

Technology
-170
- 30.85%
$33.72 - $43.59 $5.73K - $7.41K
381 $14K
CLLNY
Cellnex Telecom S A Adr (Esp)

Real Estate
-345
- 23.33%
$14.69 - $18.67 $5.07K - $6.44K
1.13K $20K
TOITF
Topicus Com Inc Sub Vtg Shs (C
-11
- 27.5%
$81.65 - $106.04 $898 - $1.17K
29 $2K
Sartorius Ag Vorzug
-15
- 19.48%
N/A
62 $0
Sartorius Ag Unsp Adr
-17
- 5.31%
N/A
303 $0
CSU.TO
Constellation Software Inc.

Technology
-4
- 30.77%
N/A
9 $0
Brookfield Asset Mgmt A
-29
- 32.22%
N/A
61 $0
Linde PLC
-16.5K
- 13.04%
N/A
110K $0
Brookfield Corp
-63
- 0.05%
N/A
123K $0
Canadian Pacific Kansas City
-114
- 0.15%
N/A
74.3K $0
AMT
American Tower Corp

Real Estate
-21.7K
- 15.33%
$173.46 - $217.6 $3.76M - $4.72M
120K $26.1M
SAFRY
Safran S A Sponsored Adr (Fran

Industrials
-238
- 0.32%
$54.48 - $71.92 $13K - $17.1K
73.8K $4.89M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-106
- 0.19%
$80.4 - $103.55 $8.52K - $11K
55.1K $5.58M
Activity Summary
Buys All Purchases 3 New Holdings 1 Increased Positions 2 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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