Mar Vista Investment Partners LLC Portfolio Holdings by Sector
Mar Vista Investment Partners LLC
- $1.21 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE 3 stocks |
$180,722
14.99% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU SAP CRM DASTY CSU.TO 5 stocks |
$142,814
11.84% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA ADI IFNNY 4 stocks |
$119,085
9.87% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG HEI SAFRY 3 stocks |
$91,368
7.58% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME GE ROP FANUY 4 stocks |
$87,044
7.22% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$78,989
6.55% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$62,030
5.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MTD DHR 2 stocks |
$57,605
4.78% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$49,046
4.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$46,864
3.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Electronic Components | Technology
APH 1 stocks |
$41,790
3.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$40,274
3.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$37,402
3.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$33,573
2.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX EXPGY 2 stocks |
$33,062
2.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$31,418
2.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Drug Manufacturers—General | Healthcare
JNJ NVS 2 stocks |
$28,962
2.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$26,484
2.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
NSRGY NESN.SW 2 stocks |
$5,694
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ADDYY NKE 2 stocks |
$3,591
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
CLPBY 1 stocks |
$3,405
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$3,211
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
PRNDY 1 stocks |
$1,450
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
NVZMY AIQUY 2 stocks |
$76
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CLLNY 1 stocks |
$22
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$13
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|